Jun 2026 (Q3 FY26) — Aug 7, 2026
Post Holdings Q3 FY26 — Strong Foodservice Performance and Strategic Capital Allocation Shift
Read the full callPost Holdings earnings: last reported Fri, 7 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,948 | −1.8% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 9.7 | −2.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 63.4 | −41.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $108.02 on 14 Oct 2025 → $77.39. High $114.61 (6 Feb 2026), low $72.54 (7 Oct 2026).
Overview
Call summaries
Post Holdings Q3 FY26 — Strong Foodservice Performance and Strategic Capital Allocation Shift
Read the full callPost Holdings Q2 FY26 — Strong Performance and Capital Allocation Amidst Headwinds
Read the full callEvery analysed call
Financials
Net profit, year on year: −42% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,010 | 1,975 | 1,952 | 1,984 | 2,247 | 2,175 | 2,043 | 1,948 |
| Operating profit | 191 | 214 | 182 | 235 | 168 | 238 | 212 | 189 |
| Operating margin | 9.5% | 10.8% | 9.3% | 11.8% | 7.5% | 11.0% | 10.4% | 9.7% |
| Interest | 80 | 84 | 87 | 89 | 102 | 103 | 106 | 108 |
| Profit before tax | 98 | 145 | 82 | 143 | 73 | 124 | 110 | 87 |
| Tax rate | 16.6% | 22.1% | 24.3% | 24.2% | 30.0% | 22.0% | 25.6% | 26.7% |
| Net profit | 82 | 113 | 63 | 109 | 51 | 97 | 82 | 63 |
| EPS ($ per share) | — | 1.94 | 1.11 | 1.95 | — | 1.87 | 1.71 | 1.41 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 88 | 208 | 209 | 347 | 1,109 | 1,417 | 1,783 | 2,119 |
| Total liabilities | 9,997 | 9,014 | 9,318 | 9,356 | 7,736 | 7,795 | 8,753 | 9,765 |
| Fixed assets | 1,710 | 1,736 | 1,780 | 1,831 | 1,752 | 2,021 | 2,312 | 2,699 |
| Total assets | 13,058 | 11,952 | 12,147 | 12,415 | 11,308 | 11,647 | 12,854 | 13,528 |
| Line item | Sep 2018 | Sep 2019 | Sep 2020 | Sep 2021 | Sep 2022 | Sep 2023 | Sep 2024 | Sep 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 719 | 688 | 626 | 588 | 383 | 750 | 932 | 998 |
| Cash from investing | -1,676 | 27 | -218 | -794 | -221 | -669 | -677 | -1,419 |
| Cash from financing | 423 | -652 | -272 | -167 | -387 | -556 | 416 | -189 |
| Net cash flow | -536 | 60 | 139 | -369 | -234 | -473 | 674 | -608 |
| Capital expenditure | -225 | -274 | -232 | -191 | -255 | -303 | -429 | -510 |
| Free cash flow | 494 | 414 | 393 | 397 | 127 | 447 | 502 | 488 |
112 filings between Oct 22, 2025 and Sep 2, 2026.
Purchases
$176.3K
1 purchase by 1 insider
Sales
$34.90M
8 sales by 4 insiders
Also filed: 9 gifts, 2 dispositions to the issuer, 2 other filings.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| STIRITZ WILLIAM P | — | $32.29M | Sep 2, 2026 |
| CURL GREGORY L | — | $1.45M | May 13, 2026 |
| CATOGGIO NICOLAS | — | $1.00M | Nov 25, 2025 |
| KEMPER DAVID W | $176.3K | — | Nov 24, 2025 |
| HARPER BRADLY A | — | $160.3K | Dec 5, 2025 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 2, 2026 | STIRITZ WILLIAM P Insider | Sale | 277,707 | $23.39M |
| Sep 2, 2026 | STIRITZ WILLIAM P Insider | Sale | 228 | $19.4K |
| Sep 1, 2026 | STIRITZ WILLIAM P Insider | Sale | 99,990 | $8.35M |
| Sep 1, 2026 | STIRITZ WILLIAM P Insider | Sale | 6,207 | $525.3K |
| Aug 25, 2026 | Zadoks Jeff A Director | Gift | 122,740 | $0 |
| Aug 25, 2026 | Zadoks Jeff A Director | Gift | 26,215 | $0 |
| Aug 25, 2026 | Zadoks Jeff A Director | Gift | 26,215 | $0 |
| Aug 25, 2026 | Zadoks Jeff A Director | Gift | 122,740 | $0 |
| Jul 2, 2026 | Zadoks Jeff A Director | Tax withheld | 3,551 | $322.9K |
| Jul 2, 2026 | Zadoks Jeff A Director | Tax withheld | 2,544 | $231.4K |
| Jul 2, 2026 | Zadoks Jeff A Director | Tax withheld | 3,867 | $351.7K |
| May 13, 2026 | CURL GREGORY L Director | Sale | 6,186 | $649.8K |
| Apr 5, 2026 | Pearson Gregory Carl PRES & CEO, PCB | Award | 2,571 | $0 |
| Apr 5, 2026 | Pearson Gregory Carl PRES & CEO, PCB | Award | 5,914 | $0 |
| Mar 16, 2026 | Zadoks Jeff A Director | Award | 1,700 | $0 |
| Mar 16, 2026 | Atkinson Michelle Marie Director | Award | 1,700 | $0 |
| Feb 9, 2026 | CURL GREGORY L Director | Sale | 6,983 | $798.2K |
| Feb 3, 2026 | ERB THOMAS C Director | Award | 1,600 | $0 |
| Feb 3, 2026 | BURWELL DOROTHY M Director | Award | 1,600 | $0 |
| Feb 3, 2026 | KEMPER DAVID W Director | Award | 1,600 | $0 |
| Feb 3, 2026 | SKARIE DAVID P Director | Award | 1,600 | $0 |
| Feb 3, 2026 | JOHNSON JENNIFER KUPERMAN Director | Award | 1,600 | $0 |
| Feb 3, 2026 | CURL GREGORY L Director | Award | 1,600 | $0 |
| Jan 9, 2026 | HARPER BRADLY A SVP, CHIEF ACCTING OFFICER | Tax withheld | 478 | $47.0K |
| Jan 2, 2026 | Zadoks Jeff A EVP & COO | Tax withheld | 420 | $41.6K |
| Jan 2, 2026 | Zadoks Jeff A EVP & COO | Tax withheld | 301 | $29.8K |
| Jan 2, 2026 | Zadoks Jeff A EVP & COO | Tax withheld | 458 | $45.4K |
| Jan 2, 2026 | Zadoks Jeff A EVP & COO | Option exercise | 9,731 | $0 |
| Dec 26, 2025 | GRAY DIEDRE J EVP, GC & CAO, SECY | Gift | 131,187 | $0 |
| Dec 26, 2025 | GRAY DIEDRE J EVP, GC & CAO, SECY | Gift | 131,187 | $0 |
| Dec 18, 2025 | STIRITZ WILLIAM P Insider | Disposition to issuer | 170,001 | $17.31M |
| Dec 18, 2025 | STIRITZ WILLIAM P Insider | Option exercise | 170,001 | — |
| Dec 17, 2025 | STIRITZ WILLIAM P Insider | Option exercise | 10,703 | — |
| Dec 17, 2025 | STIRITZ WILLIAM P Insider | Disposition to issuer | 10,703 | $1.08M |
| Dec 5, 2025 | HARPER BRADLY A SVP, CHIEF ACCTING OFFICER | Sale | 1,658 | $160.3K |
| Dec 4, 2025 | MAINER MATTHEW J EVP, CFO & TREASURER | Gift | 600 | $0 |
| Dec 1, 2025 | Zadoks Jeff A EVP & COO | Gift | 30,000 | $0 |
| Dec 1, 2025 | Zadoks Jeff A EVP & COO | Gift | 30,000 | $0 |
| Dec 1, 2025 | GRAY DIEDRE J EVP, GC & CAO, SECY | Other | 40,974 | $0 |
| Dec 1, 2025 | GRAY DIEDRE J EVP, GC & CAO, SECY | Other | 40,974 | $0 |
| Dec 1, 2025 | HARPER BRADLY A SVP, CHIEF ACCTING OFFICER | Tax withheld | 246 | $25.6K |
| Dec 1, 2025 | MAINER MATTHEW J EVP, CFO & TREASURER | Tax withheld | 269 | $28.0K |
| Dec 1, 2025 | HARPER BRADLY A SVP, CHIEF ACCTING OFFICER | Tax withheld | 200 | $20.8K |
| Nov 25, 2025 | CATOGGIO NICOLAS PRES & CEO, PCB | Sale | 10,000 | $1.00M |
| Nov 24, 2025 | KEMPER DAVID W Director | Purchase | 1,800 | $176.3K |
| Nov 18, 2025 | MAINER MATTHEW J EVP, CFO & TREASURER | Award | 8,123 | $0 |
| Nov 18, 2025 | MAINER MATTHEW J EVP, CFO & TREASURER | Award | 17,338 | $0 |
| Nov 18, 2025 | CATOGGIO NICOLAS PRES & CEO, PCB | Award | 3,483 | $0 |
| Nov 18, 2025 | CATOGGIO NICOLAS PRES & CEO, PCB | Award | 23,196 | $0 |
| Nov 18, 2025 | HARPER BRADLY A SVP, CHIEF ACCTING OFFICER | Award | 904 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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