Post Holdings Reports $2B Q2 Sales Growth and Appoints New CEO

POSTPOST

Post Holdings reported Q2 net sales of $2 billion (+4.7%), operating profit of $212 million, net earnings of $82 million, EPS of $1.56 and adjusted EBITDA of $395 million (+14%). The company reaffirmed fiscal 2026 adjusted EBITDA guidance at $1.55-1.58 billion and named Nicolas Catoggio CEO.

1. Q2 Financial Results

Post Holdings delivered second quarter net sales of $2.04 billion, up 4.7% year-over-year, including $152.3 million from recent acquisitions. Operating profit rose 16.3% to $211.9 million, net earnings jumped 30.8% to $81.9 million, diluted EPS climbed to $1.56, and adjusted EBITDA increased 14.0% to $395.0 million.

2. Fiscal Year 2026 Outlook

The company affirmed its fiscal 2026 adjusted EBITDA outlook at $1.55 billion to $1.58 billion, maintaining confidence in its capital allocation and growth strategy despite mixed consumer and supply-chain headwinds in certain segments.

3. Executive Leadership Transition

Chairman and CEO Robert Vitale will become Executive Chairman on October 1, 2026, shifting strategic oversight and capital-allocation guidance. Nicolas Catoggio, previously COO and former head of Post Consumer Brands, will assume the roles of President and CEO, tasked with driving integration of recent acquisitions and long-term shareholder value.

Sources

FFF