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Filing Flows › Post Holdings (POST) › Q3 FY26 › vs Q2 FY26

Post Holdings (POST) Q3 FY26 vs Q2 FY26 (quarter over quarter)

Post Holdings's revenue fell $94.9M (-5%) from $2.0B in Q2 FY26 to $1.9B in Q3 FY26. Gross margin 29.1% against 30.2% (-1.2 pts).

Post Holdings, Q3 FY26: revenue $1.9B (-2% year over year), operating margin 9.7%, net earnings $63.6M, operating cash flow $213M. The chart draws each line against Q2 FY26, the increases inside each band.

Post Holdings: what changed, Q3 FY26 vs Q2 FY26Post Holdings: what changed, Q3 FY26 vs Q2 FY26Gross profit−$51.3MCost of revenue−$43.6MOperating cash flow−$29.0MOperating expenses−$28.7MOther operating costs−$28.6MPre-tax earnings−$23.3MOperating profit−$22.6MFree cash flow (OCF − capex)−$19.8MNet earnings−$18.4MCapital expenditures−$9.2M

Margins

Q3 FY26Q2 FY26Change
Gross margin29.1%30.2%-1.2 pts
Operating margin9.7%10.4%-0.7 pts
Net margin3.3%4.0%-0.7 pts
Free cash flow margin6.7%7.4%-0.7 pts

Every line

LineQ3 FY26Q2 FY26Change%
Revenue$1.9B$2.0B−$94.9M-5%
Gross profit$566M$618M−$51.3M-8%
Cost of revenue$1.4B$1.4B−$43.6M-3%
Operating profit$189M$212M−$22.6M-11%
Operating expenses$377M$406M−$28.7M-7%
Pre-tax earnings$86.6M$110M−$23.3M-21%
Other expense, net$103M$102M$700K+0.7%
SG&A$326M$326M−$100K0%
Other operating costs$50.9M$79.5M−$28.6M-36%
Net earnings$63.6M$82.0M−$18.4M-22%
Income tax$23.1M$28.1M−$5.0M-18%
Depreciation & amortization$134M$138M−$4.7M-3%
Share-based compensation$19.7M$19.5M$200K+1%
Working capital & other$3.5M−$2.6M$6.1M—
Operating cash flow$213M$242M−$29.0M-12%
Free cash flow (OCF − capex)$131M$151M−$19.8M-13%
Capital expenditures$82.1M$91.3M−$9.2M-10%

Questions

How much did Post Holdings's revenue grow quarter over quarter in Q3 FY26?

Post Holdings's revenue fell $94.9M (-5%) from $2.0B in Q2 FY26 to $1.9B in Q3 FY26. Gross margin 29.1% against 30.2% (-1.2 pts).

Q3 FY26 results → · Compare in the interactive Sankey →