Post Holdings Q2 Net Sales Rise 4.7% to $2.04 B; Affirms $1.55–1.58 B EBITDA Outlook
Post Holdings reported second-quarter net sales of $2,042.9 million, up 4.7% year-over-year, with operating profit rising 16.3% to $211.9 million and net earnings jumping 30.8% to $81.9 million while adjusted EBITDA grew 14.0% to $395.0 million. The company affirmed its full-year 2026 adjusted EBITDA guidance at $1,550–$1,580 million.
1. Q2 Consolidated Results
For the quarter ended March 31, 2026, net sales reached $2,042.9 million, a 4.7% increase from $1,952.1 million in the prior year period. Operating profit rose 16.3% to $211.9 million, net earnings increased 30.8% to $81.9 million, and adjusted EBITDA climbed 14.0% to $395.0 million.
2. Segment Performance
Sales growth included $152.3 million from acquisitions, with core Post Consumer Brands volumes down due to pet food distribution losses but offset by volume gains in Foodservice (eggs and protein shakes), new products in Refrigerated Retail, and favorable currency effects at Weetabix.
3. Full-Year Outlook
Post Holdings reaffirmed its fiscal 2026 adjusted EBITDA guidance of $1,550–$1,580 million, signaling confidence in continued margin expansion and the integration of recent acquisitions.
4. Recent Acquisitions Impact
On July 1, 2025, Post completed the acquisition of 8th Avenue Food & Provisions, contributing incremental cereal and granola sales before divesting its pasta business on December 1, 2025. Additionally, the March 3, 2025 acquisition of Potato Products of Idaho bolstered the Refrigerated Retail and Foodservice segments.