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Post Holdings POST Cheese and dairy — Net Sales

Other product segments

Cereal and granola
$651.5M0.0%
Eggs and egg products
$569.5M-12.1%
Pet Food
$318.8M-12.6%
Side dishes (including potato products)
$183.5M+0.3%
Nut butters
$92M
Other
$49.6M+303%
Protein-based products
$40.5M+43.1%
Sausage
$33M-8.8%
Eliminations
-$700K

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$68.56M-12.0%
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$19.53M+0.7%
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DBIAccessories and other — Net Sales
$42.72M+32.2%

Other financials

Income statement

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Revenue$1.9B-1.8%
Gross profit$566.3M-5.0%
Operating income$189.3M-19.3%
Net income$63.4M-41.7%
EPS (diluted)$1.29-27.9%

Balance sheet

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Cash & equivalents$272.5M-74.4%
Total debt$7.7B+4.0%
Total equity$3.1B-23.0%
Total assets$12.9B-3.9%

Cash flow

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Operating cash flow$213.3M-5.6%
CapEx$82.1M-37.3%
Free cash flow$131.2M+38.3%

Valuation

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Market cap$4.09B-28.4%
Enterprise value$11.49B-4.4%
P/E14×-1.6×
P/S0.5×-0.2×

Profitability

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Gross margin28.8%-0.4pp
Operating margin9.6%-0.8pp
Net margin3.5%-1.1pp
FCF margin6.6%+1.1pp

Returns & leverage

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Return on equity8.3%-0.9pp
Debt / equity2.5×+0.6×
Current ratio1.9×-0.7×

Where this comes from

Reported directly by Post Holdings in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Post Holdings’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:23 PM EDT
Fiscal quarter
Q3 FY2026
Calendar quarter
Q2 2026
Accession
0001530950-26-000077
Line itemThree Months Ended June 30, 2026Nine Months Ended June 30, 2025Nine Months Ended June 30, 20262025
Side dishes (including potato products)183.5182.9599.3566.2
Nut butters92.023.3299.172.0
Sausage33.036.2127.2126.9
Cheese and dairy10.337.087.3116.7
Protein-based products40.528.3108.671.8
Other49.612.3219.341.6
Eliminations(0.7)(4.3)
Total$1,948.0$1,984.3$6,165.5$5,911.1

ITEM 1. FINANCIAL STATEMENTS (UNAUDITED).

FAQ

What is Post Holdings's cheese and dairy — net sales?
Post Holdings (POST) reported cheese and dairy — net sales of $10.3M in Q2 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 72.2% year-over-year, from $37M to $10.3M.
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.

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