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Post Holdings POST Cheese and dairy — Net Sales

Other product segments

Cereal and granola
$684.4M+4.3%
Eggs and egg products
$553.8M+0.7%
Pet Food
$346.7M-19.9%
Side dishes (including potato products)
$194.3M+13.8%
Nut butters
$101.3M
Other
$47.6M+213%
Sausage
$41.1M+2.8%
Protein-based products
$38.8M+29.8%
Eliminations
-$800K

Similar metrics at other companies

The Kraft Heinz Company logo
KHCCheese — Net Sales
$390M-1.5%
US Foods logo
USFDDairy — Net Sales
$918M-13.2%
The Chef's Warehouse logo
CHEFCheese and Charcuterie — Net Sales
$68.94M+5.8%
The Chef's Warehouse logo
CHEFDairy and Eggs — Net Sales
$63.87M-16.0%
Sysco logo
SYYDairy products — Sales
$1.95B-8.9%
Mondelez International logo
MDLZMeals — Net revenues
$605M+13.3%

Other financials

Income statement

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Revenue$2.0B+4.7%
Gross profit$617.6M+13.2%
Operating income$211.9M+16.3%
Net income$81.9M+30.8%
EPS (diluted)$1.56+51.5%

Balance sheet

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Cash & equivalents$271.4M-56.6%
Total debt$7.7B+10.0%
Total equity$3.2B-16.6%
Total assets$13.0B+1.4%

Cash flow

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Operating cash flow$242.3M+50.8%
CapEx$91.3M+0.9%
Free cash flow$151.0M+115%

Valuation

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Market cap$4.01B-27.9%
Enterprise value$11.41B-6.0%
P/E11.8×-3.7×
P/S0.5×-0.2×

Profitability

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Gross margin29.1%0.0pp
Operating margin10.1%+0.1pp
Net margin4%-0.5pp
FCF margin6.1%-0.2pp

Returns & leverage

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Return on equity9.6%+0.5pp
Debt / equity2.4×+0.6×
Current ratio1.9×-0.3×

Where this comes from

Reported directly by Post Holdings in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Post Holdings’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Post Holdings's cheese and dairy — net sales?
Post Holdings (POST) reported cheese and dairy — net sales of $35.7M in Q1 2026.
How has Post Holdings's cheese and dairy — net sales changed year-over-year?
Post Holdings's cheese and dairy — net sales decreased by 3.5% year-over-year, from $37M to $35.7M.
What is the long-term trend for Post Holdings's cheese and dairy — net sales?
Over 4 years (2021 to 2025), Post Holdings's cheese and dairy — net sales has grown at a -8.7% compound annual growth rate (CAGR), from $223M to $155M.
What does cheese and dairy — net sales mean?
This metric measures the total revenue generated from the sale of cheese and dairy products within the specified business segment, net of returns, allowances, and discounts. It reflects the market demand and pricing power for the company's dairy-based portfolio and serves as a primary indicator of top-line growth for this specific product category. Tracking this metric helps investors evaluate the segment's contribution to overall corporate revenue and its performance relative to broader consumer packaged goods trends.