Post Holdings Q2 Net Sales Rise 4.7% to $2.04B, Affirms $1.55B-$1.58B EBITDA Outlook
Second quarter net sales surged 4.7% to $2.0429 billion, driving operating profit up 16.3% to $211.9 million and net earnings up 30.8% to $81.9 million. Adjusted EBITDA rose 14% to $395 million and full-year 2026 adjusted EBITDA guidance was affirmed at $1.55 billion–$1.58 billion ahead of a CEO succession effective October 1, 2026.
1. Second Quarter Financial Results
Post Holdings reported consolidated net sales of $2.0429 billion for the quarter ended March 31, 2026, up 4.7% year-over-year, including $152.3 million from recent acquisitions. Operating profit rose 16.3% to $211.9 million, net earnings increased 30.8% to $81.9 million, and adjusted EBITDA climbed 14% to $395 million; full-year adjusted EBITDA guidance was reaffirmed at $1.55 billion to $1.58 billion.
2. Executive Leadership Change
Chairman and CEO Robert Vitale will transition to Executive Chairman on October 1, 2026, focusing on strategic guidance and capital allocation. Nicolas Catoggio, currently Executive Vice President and COO, will become President and Chief Executive Officer, leveraging his leadership of Post Consumer Brands and prior M&A expertise to drive long-term growth.