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

Post Holdings Q2 net earnings rise 30.8% to $81.9 million; CEO transition set for October

Positive Impact 4 of 5 leadership Written later

Post Holdings reported second-quarter fiscal 2026 net sales of $2.0 billion, up 4.7%, and net earnings of $81.9 million, up 30.8%, and affirmed its fiscal 2026 Adjusted EBITDA outlook of $1,550-$1,580 million. The filing also says Nicolas Catoggio, the current Chief Operating Officer, will become President and Chief Executive Officer on October 1, 2026, while Robert V. Vitale moves to Executive Chairman, and the Board approved a new $600.0 million share repurchase authorization.

Key points

  • Q2 diluted EPS was $1.56, versus $1.03 a year earlier; Adjusted diluted EPS was $1.94, versus $1.41.
  • Q2 Adjusted EBITDA was $395.0 million, up 14.0% from $346.5 million.
  • Robert V. Vitale moves from President and CEO to Executive Chairman; Nicolas Catoggio becomes President and CEO, both effective October 1, 2026.
  • New $600.0 million buyback authorization takes effect May 9, 2026; the existing $500.0 million authorization is cancelled May 8, 2026, with $236.6 million remaining.

The filing

CompanyPost (POST)
Form8-K, current report
Filed with the SECMay 7, 2026, 4:21 PM ET
Accession number0001530950-26-000056

Items reported: 2.02 Results of Operations5.02 Director / Officer Change7.01 Regulation FD Disclosure8.01 Other Events

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:38 AM ET, from the text of the filing and its press-release exhibits 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 May 07, 2026.

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