Post Q4 EPS Beats by 27%, Lifts EBITDA Guidance to $1.57B
Post reported adjusted Q4 EPS of $2.13, topping the $1.67 estimate, on revenue of $2.17 billion, up 10.1% year-over-year. The company lifted its full-year adjusted EBITDA forecast to a $1.57 billion midpoint, exceeding the $1.54 billion consensus and fueling a 9.5% share surge.
1. Fourth-Quarter Performance
Post delivered adjusted earnings of $2.13 per share in the fourth quarter, surpassing the $1.67 consensus by 27%. Revenue reached $2.17 billion, a 10.1% increase from a year earlier, driven by strong pricing and volume gains in its cereal and snack segments.
2. Full-Year Guidance Upgrade
The company raised its fiscal 2026 adjusted EBITDA guidance to a midpoint of $1.57 billion, up from prior guidance below analyst expectations of $1.54 billion. The upgrade reflects anticipated operating leverage and ongoing cost-synergy initiatives.
3. Market Reaction
Following the earnings release and guidance boost, Post’s shares jumped 9.5% in early trading. Investors responded positively to both the sizable EPS beat and the higher full-year EBITDA outlook, marking one of the stock’s largest single-day moves in the past year.