Post Q2 Earnings

Financially, Post reported Q2 CY2026 revenue of $2.04 billion, up 4.7% YoY but 1.3% below analyst estimates. Adjusted EBITDA for the quarter reached $395 million, a 14% increase from the prior year, and EPS came in at $1.94, beating consensus by 18.29%. Net income was $81.9 million. For the twelve months ended March 31, 2026, the company recorded net earnings of $338.5 million, adjusted EBITDA of $1,635.6 million, and a net leverage ratio of 4.5x. Post maintained its fiscal 2026 adjusted EBITDA guidance of $1.55 billion to $1.58 billion and affirmed its revenue outlook. Despite a slight revenue miss in Q1 CY2026, the company’s operating margin rose to 10.4% from 9.3% and free‑cash‑flow margin increased to 7.4% from 3.6%.