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

Post Holdings Q1 sales rise 10.1% to $2.2 billion; raises fiscal 2026 EBITDA outlook

Mixed Impact 4 of 5 earnings Written later

Post Holdings reported first-quarter fiscal 2026 net sales of $2.2 billion, up 10.1%, and raised its fiscal 2026 Adjusted EBITDA outlook to $1,550-$1,580 million from $1,500-$1,540 million. GAAP net earnings fell 14.6% to $96.8 million, and the company also board-approved a new $500 million share repurchase authorization and appointed two directors.

Key points

  • Net sales were $2,174.6 million, up 10.1% from $1,974.7 million; Adjusted EBITDA rose 13.1% to $418.2 million.
  • Net earnings were $96.8 million, down 14.6%; diluted EPS was $1.71 versus $1.78, while Adjusted diluted EPS was $2.13 versus $1.73.
  • Board approved a $500 million share repurchase authorization effective February 7, 2026, and cancelled the existing authorization effective February 6, 2026; $377.9 million had been repurchased under the existing one as of February 4, 2026.
  • Michelle M. Atkinson and Jeff A. Zadoks were appointed directors effective March 15, 2026, bringing the Board to nine members.

The filing

CompanyPost (POST)
Form8-K, current report
Filed with the SECFeb 5, 2026, 5:01 PM ET
Accession number0001530950-26-000019

Items reported: 2.02 Results of Operations5.02 Director / Officer Change8.01 Other Events

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 February 05, 2026.

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.