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.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: POST(POST) the Revenue is 1.948 B (-1.83%), Miss estimate;the EBIT is 224.1 M (-8.42%), Beat estimate;the EPS is 1.29 (-27.93%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
1.95B1.83%
2.03B2.12%
-0.08B3.95%
EBITExceed expectations
0.22B8.42%
0.21B12.93%
+0.01B4.51%
EPSMiss expectations
1.2927.93%
1.657.82%
-0.360020.11%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf