Post Holdings Inc (POST) Q1 2025 Earnings Report

Post Holdings delivered a modest revenue gain in Q1 2025, supported by a diversified portfolio and disciplined cost management, but faced near-term headwinds from avian influenza-driven pricing dynamics and ERP-related transition costs. Consolidated net sales were $1.9747 billion with adjusted EBITDA of $370 million, while net income reached $113.3 million and earnings per diluted share of $1.78. Management highlighted ERP conversions completed during the quarter and a strategic emphasis on cost-out programs, capacity optimization, and innovation across Pet, Weetabix, and nutrition initiatives. The company raised FY2025 adjusted EBITDA guidance by $10 million to $1.42–$1.46 billion, signaling confidence in cash flow generation and balance sheet flexibility despite an expected Q2 drag from avian influenza pricing and supply disruption. Management underscored a robust M&A pipeline and ongoing capital allocation discipline (share repurchases and flat net leverage) as levers for value creation. Near-term profitability is expected to be pressured by the avian influenza environment, particularly in Foodservice and Egg-related supply, but the company anticipates recovery in the back half of the year as supply normalizes and pricing actions take hold. This framework supports a constructive longer-term view, anchored by a resilient cash-generative core and a strategically diversified revenue base.