For the quarter ended September 2024, Post Holdings (POST) reported revenue of $2.01 billion, up 3.3% over the same period last year. EPS came in at $1.53, compared to $1.63 in the year-ago quarter.The reported revenue represents a surprise of +2.51% over the Zacks Consensus Estimate of $1.96 billion. With the consensus EPS estimate being $1.19, the EPS surprise was +28.57%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

Post Holdings (POST) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.63 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 28.57%. A quarter ago, it was expected that this cereal maker would post earnings of $1.21 per share when it actually produced earnings of $1.54, delivering a surprise of 27.27%.Over the last four quarters, the compa ...

净销售额与经营利润 - 第四季度净销售额20亿美元经营利润1.909亿美元净收益0.816亿美元调整后EBITDA为3.487亿美元[1] - 2024财年净销售额79亿美元经营利润7.935亿美元净收益3.667亿美元调整后EBITDA为14.036亿美元[1] - 第四季度净销售额较上年增长3.3%达20.101亿美元[3] - 2024财年净销售额较上年增长13.3%达79.227亿美元[7] - 2024年净销售额为7922.7百万美元2023年为6991.0百万美元[49] 各品牌净销售额 - 第四季度Post Consumer Brands净销售额10.474亿美元增长3.9%[11] - 2024财年Post Consumer Brands净销售额41.096亿美元增长35.5%[12] - 第四季度Weetabix净销售额1.4亿美元增长3.8%[14] - 2024财年Weetabix净销售额5.432亿美元增长6.1%[17] - 第四季度Foodservice净销售额5.961亿美元增长4.7%[18] 股票回购情况 - 2024财年第四季度回购0.4百万股普通股 花费4820万美元 平均每股107.48美元 2024财年回购3.0百万股 花费3.008亿美元 平均每股101.74美元 2024财年第四季度结束到2024年11月14日回购0.1百万股 花费1590万美元 平均每股112.41美元 截至2024年11月14日 剩余4.723亿美元回购授权[29] 2025财年财务预期 - 2025财年调整后EBITDA预计在14.1亿 - 14.6亿美元之间[1] - 2025财年调整后EBITDA预计在14.1亿 - 14.6亿美元之间[30] - 2025财年资本支出预计在3.8亿 - 4.2亿美元之间[30] 各项目投资计划 - 包括Post Consumer Brands在网络优化和宠物食品安全及产能方面投资9000万 - 1亿美元[30] - 包括Foodservice在爱荷华州诺沃克预煮蛋设施扩建完成和持续无笼蛋设施扩建方面投资8000万 - 9000万美元[30] 非GAAP指标使用情况 - 公司使用非GAAP指标如调整后净收益 调整后稀释每股普通股收益等补充GAAP财务指标[32] - 管理层使用调整后EBITDA等非GAAP指标评估公司和部门业绩 做决策 确定奖金[32] - 公司使用非GAAP指标并对调整项目进行说明[52] 人事变动 - 公司CFO Matt Mainer于2024年11月13日从高级副总裁晋升为执行副总裁[33] 会议安排 - 2024年11月15日上午9点将召开电话会议讨论2024年第四季度和财年财务结果及2025年展望[34] 前瞻性财务信息特性 - 前瞻性财务信息具有推测性 受多种风险和不确定性影响[37] 财务状况（现金、资产、负债、权益） - 2024年9月30日现金及现金等价物为787.4美元2023年为93.3美元[45] - 2024年9月30日总资产为12854.2美元2023年为11646.7美元[45] - 2024年总负债为8752.9美元2023年为7795.4美元[46] - 2024年股东权益为4101.3美元2023年为3851.3美元[46] 现金流量情况 - 2024年经营活动提供现金931.7美元[48] - 2024年投资活动使用现金677.5美元[48] - 2024年融资活动提供现金415.6美元[48] - 2024年净现金运营活动提供931.7百万美元[73] - 2023年净现金运营活动提供750.3百万美元[73] - 2024年资本支出429.5百万美元[73] - 2023年资本支出303.0百万美元[73] - 2024年自由现金流502.2百万美元[73] - 2023年自由现金流447.3百万美元[73] 利润相关指标（净利润、调整后净利润等） - 2024年第三季度净利润为8160万美元2023年为6570万美元[60] - 2024年净调整总额为2670万美元[60] - 2024年调整后净利润为1.009亿美元2023年为1.109亿美元[60] - 2024年第三季度稀释后每股收益为1.28美元2023年为1.01美元[62] - 2024年调整后稀释后每股收益为1.53美元2023年为1.63美元[62] - 2024年第三季度净利润为8160万美元2023年为6570万美元[64] - 2024年前三季度净利润为3.667亿美元2023年为3.013亿美元[64] - 2024年第三季度净收益占净销售额的4.1%2023年为3.4%[64] - 2024年前三季度调整后的EBITDA为14.036亿美元2023年为12.334亿美元[64] - 2024年第三季度调整后的EBITDA占净销售额的17.3%2023年为17.9%[64] - 后消费品牌部门2024年第三季度调整后的EBITDA为2.037亿美元[67] - 后消费品牌部门2024年第三季度调整后的EBITDA占净销售额的19.4%[67] - 2024年第三季度各部门总利润为2.51亿美元[66] - 2024年第三季度各部门总利润为2.527亿美元[68] - 2024年第三季度调整后的EBITDA为3.487亿美元[67] - 2023年9月30日总调整后息税折旧摊销前利润为1233.4百万美元[72] - 2023年9月30日总经营利润为598.9百万美元[72] - 消费品牌部门2023年9月30日调整后息税折旧摊销前利润占净销售额19.1%[72] - 消费品牌部门2023年9月30日部门利润占净销售额12.5%[72] 产品销量百分比变化 - 部分产品有不同的销量百分比变化如配菜6.0%鸡蛋 -6.5%[50] 调整后息税折旧摊销前利润相关 - 调整后息税折旧摊销前利润有助于评估公司运营业绩[56] - 调整后息税折旧摊销前利润及分部调整后息税折旧摊销前利润包含多项调整[57] 调整后净收益与稀释每股收益计算 - 调整后净收益计算考虑多种税率情况[60] - 调整后稀释每股收益计算考虑多种调整因素[62]

ST. LOUIS, Nov. 14, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today reported results for the fourth fiscal quarter and fiscal year ended September 30, 2024.Highlights: Fourth quarter net sales of $2.0 billion; operating profit of $190.9 million; net earnings of $81.6 million and Adjusted EBITDA (non-GAAP)* of $348.7 million Fiscal year net sales of $7.9 billion; operating profit of $793.5 million; net earnings of $366.7 million and Adjusted EBITDA of $1 ...

Post Holdings, Inc. (POST) is likely to register top-line growth when it reports fourth-quarter fiscal 2024 earnings on Nov. 14 after the market closes. The Zacks Consensus Estimate for revenues is pegged at $1.96 billion, implying a 0.8% increase from the prior-year quarter’s reported figure. The consensus mark for earnings has remained unchanged in the past 30 days at $1.19 per share, indicating a decline of almost 27% from the figure reported in the year-ago quarter. POST has a trailing four-quarter earn ...

Wall Street analysts forecast that Post Holdings (POST) will report quarterly earnings of $1.19 per share in its upcoming release, pointing to a year-over-year decline of 27%. It is anticipated that revenues will amount to $1.96 billion, exhibiting an increase of 0.8% compared to the year-ago quarter.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial proj ...

ST. LOUIS, Oct. 24, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today announced it will hold a conference call on Friday, November 15, 2024 at 9:00 a.m. ET to discuss financial results for the fourth quarter and fiscal year 2024 and fiscal year 2025 outlook and to respond to questions. Robert V. Vitale, President and Chief Executive Officer, Jeff A. Zadoks, Executive Vice President and Chief Operating Officer, and Matthew J. Mainer, Senior Vice President, ...

文章核心观点 - 公司的股价在过去一年内上涨了36% [1] - 公司转向宠物食品业务推动了业绩增长 [1] - 公司业务的非周期性特点吸引了投资者 [1] 行业和公司总结 公司概况 - 公司拥有超过15年的投资银行从业经验,擅长根据宏观观点和公司特定的转型故事做出相反的投资决策,获得超额收益 [1] - 分析师表示自己没有持有任何相关公司的股票、期权或类似衍生工具,也没有在未来72小时内有任何此类计划 [1] - 分析师表示自己撰写了这篇文章,文中表达的是自己的观点,除了从Seeking Alpha获得报酬外,没有其他商业关系 [1] Seeking Alpha的披露 - 过去的业绩不能保证未来的结果 [2] - 不会就任何投资是否适合某位投资者提供建议或意见 [2] - 分析师是第三方作者,既有专业投资者也有个人投资者,可能未经任何机构或监管机构的认证 [2]

With a market capitalization as of this writing of $6.78 billion, Post Holdings (NYSE: POST ) is far from being the largest food company out there. However, it's anything but small. Over the past few years, management has adopted an aggressive growth strategy that Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential. Subscribers get to use a 50+ st ...

ST. LOUIS, Sept. 25, 2024 /PRNewswire/ -- Post Holdings, Inc. (NYSE:POST), a consumer packaged goods holding company, today affirmed its non-GAAP Adjusted EBITDA guidance for fiscal year 2024. Fiscal Year 2024 Outlook Post management affirmed its outlook for fiscal year 2024 Adjusted EBITDA of $1,370-$1,390 million. Post provides Adjusted EBITDA guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA non-GAAP guidance measure to the most directly compar ...