Every material Form 8-K Post filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Post Holdings said its Senior Vice President and Chief Accounting Officer, Bradly A. Harper, is taking a temporary medical leave, with CFO Matthew J. Mainer serving as interim principal accounting officer. The board also approved an updated Code of Conduct, effective February 1, 2027, that adds new content on areas such as artificial intelligence and cybersecurity while stating it does not waive any provision of the prior code.
Bradly A. Harper, SVP and Chief Accounting Officer, is on temporary medical leave; the filing gives no return date.
Matthew J. Mainer, EVP, CFO and Treasurer, is interim Chief Accounting Officer and principal accounting officer during the leave.
Board approved the New Code on October 15, 2026; it takes effect February 1, 2027 and supersedes the Prior Code.
New Code adds content on artificial intelligence, prediction markets and fraud prevention, and expands topics including cybersecurity and conflicts of interest.
Post Holdings reported third-quarter fiscal 2026 net sales of $1,948.0 million, down 1.8%, and net earnings of $63.4 million, down 41.7% from a year earlier. The company narrowed its fiscal 2026 Adjusted EBITDA guidance to $1,560-$1,570 million from $1,550-$1,580 million and gave a preliminary fiscal 2027 outlook that is generally flat versus a comparable level of about $1.48 billion.
Q3 net sales $1,948.0 million, down 1.8%; diluted EPS $1.29 versus $1.79 a year earlier
Q3 Adjusted EBITDA $377.3 million, down 5.0%; nine-month Adjusted EBITDA $1,190.5 million, up 6.9%
FY2026 Adjusted EBITDA guidance narrowed to $1,560-$1,570 million from $1,550-$1,580 million
Preliminary FY2027 outlook is generally flat versus a comparable Adjusted EBITDA level of about $1.48 billion
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.
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.
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.
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.
Post Holdings said Greg Pearson will become President and Chief Executive Officer of its Post Consumer Brands segment on April 1, 2026, succeeding Nicolas Catoggio in that role. Catoggio will remain Executive Vice President and Chief Operating Officer of the company, and his fiscal 2026 compensation will be unchanged. The filing discloses a leadership change at a major segment but no financial results or guidance.
Greg Pearson, currently Chief Executive Officer of Compana Pet Brands since January 2023, starts as Post Consumer Brands CEO on April 1, 2026.
Nicolas Catoggio gives up the Post Consumer Brands CEO role and continues as Post Holdings Executive Vice President and Chief Operating Officer.
Catoggio's fiscal year 2026 compensation remains unchanged in connection with the transition.
Pearson will be based at Post Consumer Brands headquarters in Lakeville, Minnesota.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Post filing is on SEC EDGAR ↗. 8-K briefs of other companies →