AI brief of an SEC Form 8-K · Post (POST)

Post Holdings Q4 sales rise 11.8% to $2.2 billion; net earnings fall 37.5%

Mixed Impact 3 of 5 earnings Written later

Post Holdings reported fourth-quarter fiscal 2025 net sales of $2.2 billion, up 11.8%, but net earnings fell 37.5% to $51.0 million and diluted EPS was $0.88 versus $1.28, partly due to a $29.8 million non-cash goodwill impairment. The company also guided fiscal 2026 Adjusted EBITDA (non-GAAP) to $1,500 million to $1,540 million and announced that Chairman William P. Stiritz will retire from the Board on December 16, 2025, with CEO Robert V. Vitale becoming Chairman.

Key points

  • Q4 net sales $2,247.0 million, up 11.8%; operating profit $168.4 million, down 11.8%
  • Q4 net earnings $51.0 million, down 37.5%; diluted EPS $0.88 vs. $1.28; adjusted diluted EPS (non-GAAP) $2.09 vs. $1.53
  • Fiscal 2025 net earnings $335.7 million, down 8.5%; fiscal 2026 Adjusted EBITDA guidance $1,500 million to $1,540 million
  • Stiritz retires as Chairman effective December 16, 2025; Vitale named Chairman effective upon his retirement

The filing

CompanyPost (POST)
Form8-K, current report
Filed with the SECNov 20, 2025, 5:05 PM ET
Accession number0001530950-25-000256

Items reported: 2.02 Results of Operations5.02 Director / Officer Change

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 20, 2025.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.