Post Holdings, Inc. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
Post Holdings reported Q3 net sales of $1,948.0M (down 1.8% YoY) and Adjusted EBITDA of $377.3M (down 5.0% to $397.0M). The company narrowed FY2026 Adjusted EBITDA guidance from $1,550–$1,580M to $1,560–$1,570M. Nine-month Adjusted EBITDA reached $1,190.5M, up 6.9% YoY. Post repurchased 9.1M shares for $908.8M YTD and completed the Crystal Farms Dairy sale (May 2026), generating a loss on sale of $7.0M in Q3.
Why this rating
Modest earnings decline, guidance tightened but held. Divestitures and volume softness offset by pricing; leverage stable at 4.6x. Material but not trajectory-altering.
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