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Post Holdings (POST) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 6, 2026 · Post Holdings (POST) Q3 FY26 earnings results →

Q3 FY26 Revenue down 2% year over year to $1.9B · 3¢ of every $1 of revenue kept as net profit · operating margin 9.7%

Post Holdings made $1.9B in Q3 FY26 (-2% Y/Y). Operating margin 9.7%, net earnings $63.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 6, 2026.

Revenue$1.9B
Year over year-2%
Operating margin9.7%
Net earnings$63.6M
Operating cash flow$213M

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Post Holdings Q3 FY26 revenue breakdown: Sankey diagram of revenue, costs, profit and cash flow
Post Holdings Q3 FY26 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $1.9B in Q3 FY26, down 2% year over year and down 5% from the previous quarter.

Gross margin was 29.1%, down 1.0 points from Q3 FY25. Operating profit was $0.19B, a 9.7% margin (down 2.1 points year over year). Operating expenses grew 4% against a revenue fall of 2%. Net earnings were $0.06B, down 42% year over year. The effective tax rate was 26.7%.

Operating cash flow was $0.21B (down 6% year over year), 335% of net earnings. Non-cash charges added back $0.13B of depreciation and amortization and $0.02B of share-based compensation. Capital expenditures of $0.08B left free cash flow of $0.13B.

Quarterly history

Post Holdings revenue by quarterPost Holdings revenue by quarter$2.0BQ4 FY24$2.0BQ2 FY25$2.0BQ3 FY25$2.2BQ4 FY25$2.2BQ1 FY26$2.0BQ2 FY26$1.9BQ3 FY26
Post Holdings net earnings by quarterPost Holdings net earnings by quarter$81.6MQ4 FY24$62.6MQ2 FY25$109MQ3 FY25$51.1MQ4 FY25$97.0MQ1 FY26$82.0MQ2 FY26$63.6MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 6, 2026$1.9B-2%9.7%$63.6M$213M
Q2 FY2610-QMay 7, 2026$2.0B+5%10.4%$82.0M$242M
Q1 FY2610-QFeb 5, 2026$2.2B+10%11.0%$97.0M$236M
Q4 FY2510-KNov 21, 2025$2.2B+12%7.5%$51.1M$301M
Q3 FY2510-QAug 8, 2025$2.0B+2%11.8%$109M$226M
Q2 FY2510-QMay 9, 2025$2.0B-2%9.3%$62.6M$161M
Q4 FY2410-KNov 15, 2024$2.0B+3%9.5%$81.6M$235M

Charts

Post Holdings: revenue growth, year over year and quarter over quarterPost Holdings: revenue growth, year over year and quarter over quarterY/YQ/Q+3%Q4 FY24-2%-3%Q2 FY25+2%+2%Q3 FY25+12%+13%Q4 FY25+10%-3%Q1 FY26+5%-6%Q2 FY26-2%-5%Q3 FY26
Latest (Q3 FY26): Y/Y -2%, Q/Q -5%.
Post Holdings: where the cash came from (+) and went (−), TTM to Q3 FY26Post Holdings: where the cash came from (+) and went (−), TTM to Q3 FY26Buybacks−$1.2BOperating cash flow$993MAcquisitions−$796MCash drawn (+) / kept (−)$792MCapital spending−$440MOther investing$423MNet borrowing (+) / repaid (−)$264MOther financing−$75.4MAsset & business sales$32.5MExchange rates−$1.8M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Post Holdings: profit against cash, quarter by quarterPost Holdings: profit against cash, quarter by quarterNet incomeOperating cash flow$81.6M$235MQ4 FY24$113M$310MQ1 FY25$62.6M$161MQ2 FY25$109M$226MQ3 FY25$51.1M$301MQ4 FY25$97.0M$236MQ1 FY26$82.0M$242MQ2 FY26$63.6M$213MQ3 FY26
Latest (Q3 FY26): Net income $63.6M, Operating cash flow $213M.
Post Holdings: diluted shares by fiscal yearPost Holdings: diluted shares by fiscal year69MFY2065MFY2163MFY2267MFY2367MFY2463MFY25
-8.7% since FY20: buybacks shrank the count.
Post Holdings: long-term debt falling due (FY25)Post Holdings: long-term debt falling due (FY25)$1.2M2026$576M2027$500K2028$440M2029$2.6B2030
Cash $177M, short-term investments —, long-term debt $7.5B at 2025-09-30.
Post Holdings in its industry: growth against margin (4 companies, SIC 2040)Post Holdings in its industry: growth against margin (4 companies, SIC 2040)revenue growth, year over year →↑ operating marginmedian -1%median 11%GISINGRFRPTPOST (-2%, 10%)
Grain Mill Products; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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Customers and suppliers named in filings

Sells to

About Post Holdings

We are a consumer packaged goods holding company with businesses operating in the center-of-the-store, refrigerated, foodservice and food ingredient categories. Unless otherwise stated or the context otherwise indicates, all references in this Form 10-K to “Post,” “the Company,” “us,” “our” or “we” mean Post Holdings, Inc. and its subsidiaries. Post is a Missouri corporation incorporated on September 22, 2011. On February 3, 2012, Post completed its legal separation via a tax free spin-off from its former parent company. On February 6, 2012, Post common stock began trading on the New York Stock Exchange under the ticker symbol “POST”.

In its own words, from its 10-K, filed Nov 21, 2025.

Post Holdings against its Grain Mill Products peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -2% against the peers' median -1%. Operating margin: 9.7% against the peers' median 11.2%.

CompanyQuarterRevenueY/YOp. margin
POST Post HoldingsQ3 FY26$1.9B-2%9.7%
GIS General MillsQ1 FY27$4.4B-3%14.4%
INGR IngredionQ3 2026$1.8B-1%11.2%
FRPT FreshpetQ3 2026$318M+10%11.1%

Source: Post Holdings 10-Q on SEC EDGAR · CIK 1530950 · Grain Mill Products

13F: who owns POST and who is buying

Largest holders of POST (13F)Largest holders of POST (13F)Vanguard Group$512MBlackRock$347MDimensional Fund Advisors LP$279MRoute One Investment Company, L.P.$260MVanguard Portfolio Management LLC$192MVanguard Capital Management LLC$158MLondon Co of Virginia$123MState Street$119MHolocene Advisors, LP$110MClarkston Capital Partners, LLC$106M
Funds' net buying of POST by quarter (13F)Funds' net buying of POST by quarter (13F)$33.0M2024-09−$30.8M2024-12$58.2M2025-03−$283M2025-06−$162M2025-09−$158M2025-12−$75.1M2026-03−$101M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on POST

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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