Post Holdings 8-K: Q4 2025 results and board transition

Post Holdings, Inc. (POST) reported that it has released its results for the fourth fiscal quarter and fiscal year ended September 30, 2025, through an earnings press release furnished as an exhibit.

Rhea-AI Filing Summary

Post Holdings, Inc. (POST) reported that it has released its results for the fourth fiscal quarter and fiscal year ended September 30, 2025, through an earnings press release furnished as an exhibit. This keeps shareholders informed about the company’s recent operating performance and financial condition.

The company also announced a planned leadership transition on its Board of Directors. Longtime Chairman William P. Stiritz, age 91, will retire from the Board and all committees effective December 16, 2025, and will become honorary Chairman Emeritus. The Board has appointed Robert V. Vitale, age 59, the current President and Chief Executive Officer and a director, to also serve as Chairman of the Board effective upon Mr. Stiritz’s retirement, consolidating the CEO and Chair roles.

Insights

Corporate governance analyst

Post combines CEO and chair roles as longtime chairman retires.

Post Holdings is announcing two notable items: the furnishing of its fourth quarter and full-year results via an earnings press release, and a Board leadership transition. The financial results themselves are not detailed in this excerpt, but the release for the year ended September 30, 2025 signals a regular reporting cadence.

On governance, longtime Chairman William P. Stiritz, age 91, will retire from the Board effective December 16, 2025 and become honorary Chairman Emeritus. The Board has appointed current President and CEO Robert V. Vitale, age 59, to also serve as Chairman of the Board from that date. This unifies the roles of CEO and chair, which can centralize leadership but reduces structural separation between management and Board oversight.

The company states that Mr. Stiritz’s retirement is not due to any disagreement with the company on any matter, framing the change as an orderly succession. Future company disclosures after December 16, 2025 may show how the combined CEO-chair structure influences Board processes and strategic decision-making.

8-K Event Classification

3 items: 2.02, 5.02, 9.01

3 items

Item 2.02 Results of Operations and Financial Condition Financial

Disclosure of earnings results, typically an earnings press release or preliminary financials.

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Post Holdings (POST) announce in this 8-K filing?

Post Holdings reported that it issued a press release with results for its fourth fiscal quarter and fiscal year ended September 30, 2025, and disclosed a planned Board leadership transition.

What financial period does Post Holdings latest earnings release cover?

The earnings press release covers Post Holdings fourth fiscal quarter and fiscal year ended September 30, 2025.

Who is retiring from the Post Holdings Board of Directors?

William P. Stiritz, age 91, is retiring from the Post Holdings Board and all committees effective December 16, 2025, and will become the Boards honorary Chairman Emeritus.

Why is William P. Stiritz retiring from the Post Holdings Board?

The company states that Mr. Stiritz announced retirement from the Board was not due to any disagreement with the company on any matter.

Who will be the new Chairman of the Board at Post Holdings?

Robert V. Vitale, age 59, currently Post Holdings President, Chief Executive Officer and a director, has been appointed to also serve as Chairman of the Board effective upon Mr. Stiritz retirement on December 16, 2025.

Does this 8-K include detailed financial results for Post Holdings?

Detailed financial results are provided in an earnings press release for the quarter and year ended September 30, 2025, which is attached as Exhibit 99.1 and incorporated by reference.

How are Post Holdings earnings materials treated for SEC purposes in this 8-K?

The information in Item 2.02 and Exhibit 99.1 is stated as furnished, not filed, and is therefore not subject to the liabilities of Section 18 of the Exchange Act, except as specifically incorporated by reference in other filings.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 11/20/2025 - 05:05 PM Learn about SEC filing dates

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

______________________

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 OR 15(d) of The
Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 18, 2025

Post Holdings, Inc.
(Exact name of registrant as specified in its charter)

Missouri			001-35305						45-3355106
(State or other jurisdiction of incorporation)			(Commission File Number)						(IRS Employer Identification No.)

2503 S. Hanley Road

St. Louis, Missouri 63144

(Address of principal executive offices) (Zip Code)

Registrant’s telephone number, including area code: (314) 644-7600

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐    Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐    Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐    Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐    Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock, $0.01 par value per share			POST			New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02.    Results of Operations and Financial Condition.

On November 20, 2025, Post Holdings, Inc. (the “Company”) issued a press release announcing results for its fourth fiscal quarter and fiscal year ended September 30, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated herein by reference.

The information contained in this Item 2.02 and Exhibit 99.1 attached hereto shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, nor shall it be deemed incorporated by reference into any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

Item 5.02.    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers.

On November 18, 2025, William P. Stiritz, Chairman of the Company’s Board of Directors (the “Board”), notified the Company of his decision to retire from the Board. Mr. Stiritz, age 91, has been Chairman of the Board since February 2012 and previously served as the Company’s Chief Executive Officer from February 2012 until November 2014 and the Company’s Executive Chairman from November 2014 until February 2016. Mr. Stiritz’s announced retirement was not due to any disagreement with the Company on any matter. Mr. Stiritz’s retirement from the Board and all committees thereof will be effective on December 16, 2025, and upon his retirement, Mr. Stiritz will become the Board’s honorary Chairman Emeritus.

In connection with Mr. Stiritz’s retirement from the Board, on November 19, 2025, the Board appointed Robert V. Vitale, age 59, the Company’s President and Chief Executive Officer and current member of the Board, to also serve as Chairman of the Board, effective upon Mr. Stiritz’s retirement.

Item 9.01.     Financial Statements and Exhibits.

(d) Exhibits.

Exhibit No.			Description
99.1			Earnings Release dated November 20, 2025
104			Cover Page Interactive Data File (the cover page XBRL tags are embedded within the Inline XBRL document)

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SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Date: November 20, 2025			Post Holdings, Inc.
			(Registrant)
			By:			/s/ Matthew J. Mainer
			Name:			Matthew J. Mainer
			Title:			Executive Vice President, Chief Financial Officer and Treasurer

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