Post Holdings reports Q2FY2026 results, announces executive transition
Post Holdings reported net earnings surged 30.8% to US$81.9 million, driven by exceptional growth in its foodservice and refrigerated retail segments.
USA – Post Holdings, Inc., has reported results for the second fiscal quarter ended March 31, 2026, recording operating profit of US$211.9 million, net earnings of US$81.9 million, and Adjusted EBITDA of US$395.0 million, while affirming its fiscal year 2026 Adjusted EBITDA outlook of US$1,550 to US$1,580 million.
Net sales for the quarter reached US$2,042.9 million, up 4.7% from US$1,952.1 million a year earlier, while net earnings rose 30.8% to US$81.9 million, with diluted earnings per share of US$1.56 versus US$1.03 in the prior-year period.
Adjusted EBITDA increased 14.0% to US$395.0 million.
Growth was driven by contributions from recent acquisitions, strong performance in Foodservice, Refrigerated Retail and Weetabix, and improved margins, offsetting volume declines in Post Consumer Brands tied to pet food distribution losses and softer cereal demand.
The period included US$152.3 million in net sales from acquisitions, and, excluding those contributions, net sales decreased approximately 3%.
For the first half, net income edged up nearly 2% to US$178.7 million, or US$3.28 per share, and on an adjusted basis, net earnings gained 14% to US$228.5 million, or US$4.07 per share.
Post maintained its fiscal 2026 guidance for Adjusted EBITDA of US$1.55 billion to US$1.58 billion and capital expenditures of US$350 million to US$390 million.
Alongside the financial results, the company announced a major leadership change.
Robert Vitale, Post’s Chairman and CEO, will become Executive Chairman on October 1, 2026, and Nicolas Catoggio, Post’s Executive Vice President and Chief Operating Officer, will transition to President and CEO.
Catoggio has served as the company’s Chief Operating Officer since January 2026, and previously served as President and CEO of Post Consumer Brands from September 2021 until April 2026.
He brings over twenty years of experience in the consumer goods industry, including senior roles at Boston Consulting Group and Unilever PLC.
“Nico is an exceptional leader,” Vitale said. “He has the right judgement and experience to lead the company as we continue to execute our strategy to create long-term value for our shareholders.”
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