Filing Flows › Post Holdings (POST) › Q2 FY26 › vs Q1 FY26
Post Holdings (POST) Q2 FY26 vs Q1 FY26 (quarter over quarter)
Post Holdings's revenue fell $132M (-6%) from $2.2B in Q1 FY26 to $2.0B in Q2 FY26. Gross margin 30.2% against 29.4% (+0.9 pts).
Post Holdings, Q2 FY26: revenue $2.0B (+5% year over year), operating margin 10.4%, net earnings $82.0M, operating cash flow $242M. The chart draws each line against Q1 FY26, the increases inside each band.
Margins
| Q2 FY26 | Q1 FY26 | Change | |
|---|---|---|---|
| Gross margin | 30.2% | 29.4% | +0.9 pts |
| Operating margin | 10.4% | 11.0% | -0.6 pts |
| Net margin | 4.0% | 4.5% | -0.4 pts |
| Free cash flow margin | 7.4% | 5.5% | +1.9 pts |
Every line
| Line | Q2 FY26 | Q1 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $2.0B | $2.2B | −$132M | -6% |
| Gross profit | $618M | $638M | −$20.9M | -3% |
| Cost of revenue | $1.4B | $1.5B | −$111M | -7% |
| Operating profit | $212M | $238M | −$26.5M | -11% |
| Operating expenses | $406M | $400M | $5.6M | +1% |
| Pre-tax earnings | $110M | $124M | −$14.1M | -11% |
| Other expense, net | $102M | $114M | −$12.4M | -11% |
| SG&A | $326M | $357M | −$31.1M | -9% |
| Other operating costs | $79.5M | $42.8M | $36.7M | +86% |
| Net earnings | $82.0M | $97.0M | −$15.0M | -15% |
| Income tax | $28.1M | $27.3M | $800K | +3% |
| Depreciation & amortization | $138M | $152M | −$14.3M | -9% |
| Share-based compensation | $19.5M | $22.4M | −$2.9M | -13% |
| Working capital & other | $2.6M | −$36.2M | $38.8M | — |
| Operating cash flow | $242M | $236M | $6.6M | +3% |
| Free cash flow (OCF − capex) | $151M | $119M | $31.7M | +27% |
| Capital expenditures | $91.3M | $116M | −$25.1M | -22% |
Questions
How much did Post Holdings's revenue grow quarter over quarter in Q2 FY26?
Post Holdings's revenue fell $132M (-6%) from $2.2B in Q1 FY26 to $2.0B in Q2 FY26. Gross margin 30.2% against 29.4% (+0.9 pts).