POST

Q3 FY2026 EarningsQ3 FY26 results were mixed relative to consensus, with a slight revenue beat ($1.95B vs. $2.03B expected) offset by soft profitability. Adjusted Diluted EPS of $1.78 missed the $2.03 consensus, primarily due to volume declines in Post Consumer Brands and lapping avian influenza-related pricing in Foodservice. The sale of Crystal Farms also weighed on Refrigerated Retail results. Management narrowed FY26 Adjusted EBITDA guidance to $1,560-$1,570M and issued a preliminary FY27 outlook that is effectively flat YoY.