Reported Q: Q4 2024 Rev YoY: +3.3% EPS YoY: -549.1% Move: +9.77%
Post Holdings Inc
POST
$114.61 9.77%
Exchange NYSE Sector Consumer Defensive Industry Packaged Foods
Q4 2024
Published: Nov 15, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for POST

Reported

Report Date

Nov 15, 2024

Quarter Q4 2024

Revenue

2.01B

YoY: +3.3%

EPS

-4.34

YoY: -549.1%

Market Move

+9.77%

Previous quarter: Q3 2024

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Earnings Highlights

  • Revenue of $2.01B up 3.3% year-over-year
  • EPS of $-4.34 decreased by 549.1% from previous year
  • Gross margin of 28.6%
  • Net income of 81.60M
  • "The last two years have seen a step change in adjusted EBITDA growing by 45%. Roughly half of this resulted from organic growth and half from the pet acquisitions contribution." - Robert Vitale
POST
Company POST

Executive Summary

Post Holdings delivered a solid Q4 2024 performance anchored by the Pet acquisition-driven growth and a favorable mix shift alongside ongoing cost optimization. Consolidated net sales were $2.01 billion, with adjusted EBITDA of $349 million, reflecting a 3% YoY top-line lift and an EBITDA uplift primarily driven by Pet and Weetabix contributions, completed ERP enhancements, and manufacturing efficiency gains. Management highlighted that over the past two years, adjusted EBITDA grew 45%, supported by organic growth and pet acquisitions, and that free cash flow exceeded $1 billion across the period. The company emphasized that 2025 should see a more normalized operating environment, with inflation stabilizing but consumer volumes still under pressure, and a continued emphasis on cost-out opportunities and capital allocation flexibility (including opportunistic M&A) while prioritizing balance sheet resilience.

Key Performance Indicators

Revenue
Increasing
2.01B
QoQ: 3.20% | YoY: 3.33%
Gross Profit
Increasing
575.40M
28.63% margin
QoQ: -0.33% | YoY: 4.35%
Operating Income
Increasing
190.90M
QoQ: -6.05% | YoY: 24.77%
Net Income
Increasing
81.60M
QoQ: -18.24% | YoY: 24.20%
EPS
Decreasing
-4.85
QoQ: -392.17% | YoY: -549.07%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2025 1,952.10 1.03 -2.4% View
Q1 2025 1,974.70 1.78 +0.5% View
Q4 2024 2,010.10 -4.34 +3.3% View
Q3 2024 1,947.70 1.49 +4.8% View
Q2 2024 1,999.00 1.44 +23.4% View