POST
Post Holdings, Inc.
POST's fundamentals are mixed: free cash flow grew 28%, while its operating margin held steady at 9.6%. At 15x earnings, it's trading below its usual 19x. Analysts expect earnings to hold roughly steady.
POST Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Weak |
POST's cash flow is currently healthy, and its revenue and profitability are stable, but its balance sheet is weak.
POST PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $79.62 | — |
| Cheap | 12x | $66.74 | -16% |
| Current | 15x | $79.62 | — |
| Fair | 19x | $103 | +29% |
| Expensive | 40x | $216 | +171% |
Historical ranges are pointers, not guarantees.
POST's PE is in its cheap range at 15x. On analysts' estimates for next year's earnings, today's price would be 11x.
POST Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect POST's profitability to improve, with its earnings and revenue holding steady.
POST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.09 | +30% |
| Q2 2026 | $5.47 | -7% |
| Q1 2026 | $5.97 | +6.2% |
| Q4 2025 | $5.44 | -10% |
| Q3 2025 | $5.51 | -2.3% |
| Q2 2025 | $5.88 | +9.7% |
| Q1 2025 | $5.62 | +7.9% |
| Q4 2024 | $6.07 | +31% |
| Q3 2024 | $5.64 | +17% |
POST's earnings per share have fallen from their peak: $5.47 over the past year, against $13.86 in late 2022.
POST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.9B | -1.8% |
| Q1 2026 | $2B | +4.7% |
| Q4 2025 | $2.2B | +10% |
| Q3 2025 | $2.2B | +12% |
| Q2 2025 | $2B | +1.9% |
| Q1 2025 | $2B | -2.3% |
| Q4 2024 | $2B | +0.4% |
| Q3 2024 | $2B | +3.3% |
POST's revenue is growing: $1.9B last quarter, down 1.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 9.7% | -2.1 points |
| Q1 2026 | 10% | +1 points |
| Q4 2025 | 11% | +0.1 points |
| Q3 2025 | 7.5% | -2 points |
| Q2 2025 | 12% | +1.4 points |
| Q1 2025 | 9.3% | -0.2 points |
| Q4 2024 | 11% | +0.2 points |
| Q3 2024 | 9.5% | +1.6 points |
POST's operating margin was 9.7% last quarter, down 2.1 points from the same quarter a year ago.
POST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $131.2M | +38% |
| Q1 2026 | $151M | +115% |
| Q4 2025 | $119.3M | -30% |
| Q3 2025 | $151.6M | +58% |
| Q2 2025 | $94.9M | -41% |
| Q1 2025 | $70.2M | -53% |
| Q4 2024 | $171.4M | +83% |
| Q3 2024 | $96.2M | -43% |
POST generated $553M in free cash flow over the past year, up 28% from the year before.
POST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -5.2% | -2.8M shares |
| 1 year | -18% | -11.1M shares |
| 3 years | -25% | -17.2M shares |
| 5 years | -19% | -12.4M shares |
| Available history | -32% | -23.8M shares |
POST has 51M diluted shares, down 18% from a year ago, with $1.2B in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q2 2026 | $204.4M |
| Q1 2026 | $335.5M |
| Q4 2025 | $376.2M |
| Q3 2025 | $274.7M |
| Q2 2025 | $59.2M |
| Q1 2025 | $200M |
| Q4 2024 | $175.1M |
| Q3 2024 | $52M |
POST spent $1.2B buying back its own shares over the past year, up 145% from the year before.
POST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 5.3x | High |
| Q1 2026 | 5.2x | High |
| Q4 2025 | 5.2x | High |
| Q3 2025 | 5.5x | High |
| Q2 2025 | 4.8x | High |
| Q1 2025 | 4.9x | High |
| Q4 2024 | 4.7x | High |
| Q3 2024 | 4.7x | High |
POST's net debt is about 5.3 years of its operating earnings (EBITDA), up from 4.8 years a year ago.
POST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.7 | Neutral |
| Stochastic | 49.3 | Neutral |
POST's weekly RSI is 43 (neutral) and its Stochastic is 49 (neutral).
POST PE vs Consumer Defensive Sector
| Metric | POST | Sector median | Relative |
|---|---|---|---|
| PE | 15x | 19x | 25% below |
| PE % | 24 | 18 | 6 pts above |
POST is trading at 15x earnings, a 25% discount to the Consumer Defensive sector's median of 19x.
POST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $78.2 | 1.8% above |
| 20 week MA | $82.0 | 2.9% below |
| 50 week MA | $92.7 | 14% below |
| 100 week MA | $101.3 | 21% below |
| 200 week MA | $99.4 | 20% below |
POST has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 20% below its 200-week average.
POST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $72.8 | $66.9 | -8.1% |
| 2021 | $66.9 | $71.4 | +6.7% |
| 2022 | $71.4 | $91.1 | +28% |
| 2023 | $91.1 | $88.1 | -3.3% |
| 2024 | $88.1 | $114.5 | +30% |
| 2025 | $114.5 | $101.2 | -12% |
| 2026 YTD | $101.2 | $79.6 | -21% |
POST has finished lower in three of the last six years. It's down 21% so far in 2026.