POST | 10-K: FY2025 Revenue Misses Estimate at USD 8.158 B

Revenue: As of FY2025, the actual value is USD 8.158 B, missing the estimate of USD 8.158 B.

EPS: As of FY2025, the actual value is USD 5.51, missing the estimate of USD 6.365.

EBIT: As of FY2025, the actual value is USD 805.4 M.

Post Consumer Brands

Net Sales

• 2025: $4,024.6 million
• 2024: $4,109.6 million
• Change: -$85.0 million (-2%)

Segment Profit

• 2025: $493.9 million
• 2024: $541.2 million
• Change: -$47.3 million (-9%)

Segment Profit Margin

• 2025: 12%
• 2024: 13%

Weetabix

Net Sales

• 2025: $542.2 million
• 2024: $543.2 million
• Change: -$1.0 million (0%)

Segment Profit

• 2025: $74.0 million
• 2024: $82.9 million
• Change: -$8.9 million (-11%)

Segment Profit Margin

• 2025: 14%
• 2024: 15%

Foodservice

Net Sales

• 2025: $2,641.0 million
• 2024: $2,307.1 million
• Change: +$333.9 million (+14%)

Segment Profit

• 2025: $399.7 million
• 2024: $308.1 million
• Change: +$91.6 million (+30%)

Segment Profit Margin

• 2025: 15%
• 2024: 13%

Refrigerated Retail

Net Sales

• 2025: $953.3 million
• 2024: $962.2 million
• Change: -$8.9 million (-1%)

Segment Profit

• 2025: $88.3 million
• 2024: $75.9 million
• Change: +$12.4 million (+16%)

Segment Profit Margin

• 2025: 9%
• 2024: 8%

General Corporate Expenses and Other

General Corporate Expenses and Other

• 2025: $221.8 million
• 2024: $201.7 million
• Change: +$20.1 million (+10%)

Impairment of Goodwill

Impairment of Goodwill

• 2025: $29.8 million
• 2024: $0

Interest Expense, net

Interest Expense, net

• 2025: $361.4 million
• 2024: $316.5 million
• Change: +$44.9 million (+14%)

Loss on Extinguishment of Debt, net

Loss on Extinguishment of Debt, net

• 2025: $5.8 million
• 2024: $2.1 million
• Change: +$3.7 million (+176%)

(Income) Expense on Swaps, net

(Income) Expense on Swaps, net

• 2025: -$6.9 million
• 2024: $15.7 million
• Change: -$22.6 million (-144%)

Other Income, net

Other Income, net

• 2025: -$5.0 million
• 2024: -$12.9 million
• Change: +$7.9 million (+61%)

Income Tax Expense

Income Tax Expense

• 2025: $108.7 million
• 2024: $105.1 million
• Change: +$3.6 million (+3%)

Equity Method (Earnings) Loss, net of tax

Equity Method (Earnings) Loss, net of tax

• 2025: -$0.5 million
• 2024: $0.1 million
• Change: -$0.6 million (-600%)

Net Earnings

Net Earnings

• 2025: $335.7 million
• 2024: $366.7 million
• Change: -$31.0 million (-8%)

Outlook / Guidance

The Company expects the transaction to sell the pasta business of 8th Avenue to close in the first quarter of fiscal 2026. The Company anticipates that announced tariffs, and any potential future modifications or incremental tariffs, could increase supply chain challenges, commodity cost volatility and consumer and economic uncertainty due to rapid changes in global trade policies. The Company expects the trend of inflationary pressures on certain input costs to continue into fiscal 2026.