Every 8-K that POST HOLDINGS, INC. (POST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow POST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full POST filings page.
Post Holdings detailed compensation terms for previously announced leadership changes effective October 1, 2026, with Robert V. Vitale becoming Executive Chairman and Nicolas Catoggio becoming President and Chief Executive Officer.
Vitale will receive an annual base salary of $1,287,500, a target bonus of 50% of salary under the Senior Management Bonus Program based on Adjusted EBITDA for fiscal 2027, and 2027 equity grants of time-based RSUs and PRSUs, each with a fair market value of $1,034,375. Catoggio will receive a base salary of $900,000, a target bonus of 115% of salary, 2027 RSU and PRSU grants each valued at $3,407,500, and a promotion equity grant of $2,500,000 split evenly between RSUs and PRSUs. For both executives, PRSUs vest from 0% to 260% based on total shareholder return versus peer companies in the Russell 3000 Packaged Foods and Meats index over a three-year period, and they remain eligible for existing retirement, severance, and benefit plans.
Post Holdings reported third quarter fiscal 2026 net sales of $1,948.0 million, down 1.8% from a year earlier. Gross profit declined 5.0% to $566.3 million, while operating profit fell 19.3% to $189.3 million. Net earnings dropped 41.7% to $63.4 million, with diluted EPS of $1.29 versus $1.79. Adjusted EBITDA was $377.3 million, down 5.0%, with a 19.4% margin.
For the nine months ended June 30, 2026, net sales rose to $6,165.5 million and operating profit to $639.6 million, though net earnings decreased to $242.1 million. Adjusted EBITDA increased 6.9% to $1,190.5 million and free cash flow reached $401.5 million. Segment trends were mixed: Post Consumer Brands grew net sales 6.6% aided by 8th Avenue, Foodservice volumes rose but net sales and profit declined due to lapping avian influenza pricing, Refrigerated Retail contracted following the Crystal Farms sale, and Weetabix segment profit grew 35.2%. The company repurchased 9.1 million shares for $908.8 million year-to-date and 0.4 million additional shares after quarter-end, with $490.7 million remaining under authorization. Management narrowed fiscal 2026 Adjusted EBITDA guidance to $1,560–$1,570 million, expects fiscal 2027 Adjusted EBITDA to be generally flat versus an implied $1.48 billion baseline, plans capital expenditures of $370–$390 million, and reported net leverage of 4.6x and interest coverage of 3.8x.
Post Holdings, Inc. reported solid second-quarter fiscal 2026 results while announcing a CEO transition and a new share repurchase plan. Net sales were $2,042.9 million, up 4.7% from $1,952.1 million a year earlier. Net earnings rose 30.8% to $81.9 million, with diluted EPS of $1.56 versus $1.03. Adjusted EBITDA increased 14.0% to $395.0 million.
For the first six months, net sales reached $4,217.5 million and Adjusted EBITDA was $813.2 million. Foodservice delivered especially strong growth in segment profit and Adjusted EBITDA, while Post Consumer Brands saw volume pressure outside acquisitions. Management affirmed full-year 2026 Adjusted EBITDA guidance of $1,550-$1,580 million.
The board approved a new $600.0 million share repurchase authorization effective May 9, 2026, replacing a $500.0 million program under which $263.4 million had been used. During the quarter, Post repurchased 3.3 million shares for $331.0 million. The company also announced that Robert V. Vitale will become Executive Chairman and Nicolas Catoggio will become President and CEO effective October 1, 2026.
Post Holdings, Inc. has issued an additional $600.0 million of 6.250% senior notes due October 15, 2034 in a private offering to qualified institutional buyers and to non-U.S. persons under Regulation S. These new notes were priced at 100.75% of principal, plus accrued interest from October 15, 2025, and form a single series with the existing $600.0 million of 6.250% notes due 2034.
The notes are senior unsecured obligations of Post Holdings, fully and unconditionally guaranteed on a senior unsecured basis by most of its domestic subsidiaries. Interest is payable semi-annually each April 15 and October 15. The company may redeem the notes at specified premiums before October 15, 2029 and at step-down prices from 103.125% in 2029 to par from 2032 onward.
If Post experiences a defined Change of Control, holders can require it to repurchase the notes at 101% of principal plus accrued interest. The indenture also includes customary restrictive covenants on additional debt, liens, dividends, investments, affiliate transactions, and asset sales, as well as standard events of default allowing acceleration if triggered.
Post Holdings, Inc. is raising debt by pricing a previously announced offering of $600.0 million aggregate principal amount of 6.250% senior notes due 2034. The notes were priced at 100.75% of principal, plus accrued interest from October 15, 2025, for a yield to worst of 6.109%.
The offering size was increased from $500.0 million and is expected to close on March 13, 2026, subject to customary conditions. These senior unsecured notes are being issued as additional notes under an existing indenture that already has $600.0 million of 6.250% notes due 2034 outstanding, and will form the same series and vote together with those existing notes.
The notes will be guaranteed by most of Post’s existing and future domestic subsidiaries, with specified exceptions. Post plans to use net proceeds to pay offering-related costs, repay the outstanding balance on its revolving credit facility as of December 31, 2025, and use any remainder for general corporate purposes, including potential debt repayment, share repurchases, acquisitions, capital spending and working capital. The notes are being sold to qualified institutional buyers in the United States and certain non‑U.S. persons under Securities Act exemptions and are not registered.
Post Holdings, Inc. plans a private offering of $500.0 million in aggregate principal amount of 6.250% senior notes due 2034. These notes will be issued as additional notes under an existing indenture, alongside $600.0 million of the same 6.250% senior notes already outstanding.
The new notes will be unsecured senior obligations of Post and guaranteed by most of its domestic subsidiaries, with certain exceptions. Post intends to use the net proceeds to cover offering costs, repay the outstanding balance of its revolving credit facility as of December 31, 2025, and, if any funds remain, for general corporate purposes such as debt retirement, share repurchases, acquisitions, capital spending and working capital.
The offering is to eligible purchasers only, subject to market and other conditions, and is being conducted as an unregistered offering in reliance on exemptions under the Securities Act and Regulation S. The company emphasizes that this communication is not an offer or solicitation to sell securities.
Post Holdings, Inc. reported a strong first fiscal quarter ended December 31, 2025, with net sales of $2,174.6 million, up 10.1% from the prior year, driven largely by contributions from recent acquisitions and growth in Foodservice and Weetabix. Operating profit rose to $238.4 million, while Adjusted EBITDA grew 13.1% to $418.2 million, although net earnings declined to $96.8 million as higher interest expense and a larger loss on extinguishment of debt weighed on results.
Adjusted net earnings increased to $123.7 million, and Adjusted diluted earnings per share rose to $2.13 from $1.73, reflecting underlying earnings strength. By segment, Foodservice and Weetabix delivered notable profit and Adjusted EBITDA growth, while Refrigerated Retail improved profitability on flat sales and Post Consumer Brands absorbed pet food and cereal volume declines.
Management raised its fiscal 2026 Adjusted EBITDA outlook to $1,550–$1,580 million and expects capital expenditures of $350–$390 million, including egg facility expansions. The company was highly active in share repurchases, buying 3.7 million shares for $378.9 million in the quarter and an additional 1.8 million shares for $175.4 million afterward, and the Board approved a new $500 million repurchase authorization effective February 7, 2026. The Board also appointed Michelle M. Atkinson (independent) and former executive Jeff A. Zadoks as directors effective March 15, 2026, expanding the Board to nine members.
Post Holdings, Inc. is implementing a leadership change at its Post Consumer Brands segment. Effective April 1, 2026, Greg Pearson will become President and Chief Executive Officer of Post Consumer Brands. Nicolas Catoggio, who currently holds that role, will stop leading the segment but will remain the Company’s Executive Vice President and Chief Operating Officer.
The Company states that Mr. Catoggio’s fiscal year 2026 compensation will not change as a result of this transition. Post Holdings also issued a press release on February 5, 2026 describing these leadership changes, which is included as Exhibit 99.1 to this report.
Post Holdings, Inc. reported results of its 2026 virtual annual meeting held on January 29, 2026 and related changes to its articles of incorporation. Shareholders approved amendments eliminating several supermajority voting requirements for removing directors and approving or changing rules for certain business combinations with interested shareholders. The revised Amended and Restated Articles of Incorporation became effective upon filing in Missouri on January 29, 2026. All director nominees were elected, PricewaterhouseCoopers LLP was ratified as independent auditor, and executive compensation received 87.94% of votes cast in favor. Of 51,603,620 shares entitled to vote, 48,942,339 were represented, a 94.84% quorum.
Post Holdings, Inc. issued $1,300.0 million of 6.50% senior notes due 2036 to qualified institutional buyers and certain non-U.S. investors. These senior, unsecured notes are fully and unconditionally guaranteed on a senior, unsecured basis by most of Post’s current and future domestic subsidiaries, and carry semi-annual interest payments each March 15 and September 15 starting March 15, 2026.
The notes include optional redemption features before and after March 15, 2031 at specified premiums, plus a requirement to repurchase the notes at 101% of principal if a defined change of control occurs. The indenture also imposes customary limitations on additional debt, liens, dividends, investments, affiliate transactions and asset sales, with certain covenants suspended if the notes achieve investment-grade ratings. Post also completed the redemption of all $1,235.0 million of its 5.50% senior notes due 2029, paying about $1,257.64 million plus roughly $0.38 million in accrued interest.
Post Holdings, Inc. announced that it has given conditional notice to redeem all of its outstanding 5.50% senior notes due 2029, which have an aggregate principal amount of $1,235.0 million. The company plans to redeem these notes at 101.833% of their principal amount, plus accrued and unpaid interest up to, but not including, the anticipated redemption date of December 17, 2025.
This redemption is conditioned on Post completing new financing sufficient to fund the total redemption amount. As previously disclosed, on December 1, 2025 the company priced $1,300.0 million of 6.50% senior notes due 2036 in a private offering expected to close on December 15, 2025. Post plans to use the net proceeds from the 2036 notes to pay the redemption amount on the 2029 notes.
Post Holdings, Inc. announced the pricing of a new senior notes offering. The company priced $1,300.0 million in aggregate principal amount of 6.50% senior notes due 2036 at par, with closing expected on December 15, 2025, subject to customary conditions. The notes will be unsecured obligations of Post and guaranteed on a senior unsecured basis by most of its existing and future domestic subsidiaries.
Post plans to use the net proceeds to cover costs of the offering and to redeem, after December 15, 2025, all of its outstanding 5.50% senior notes due 2029, including any related premiums and fees. Any remaining proceeds may be used for general corporate purposes such as acquisitions, debt repayment, share repurchases, capital spending, and working capital. The notes are being offered in the U.S. to qualified institutional buyers under Rule 144A and outside the U.S. under Regulation S.
Post Holdings, Inc. announced that it intends to commence a private offering, subject to market and other conditions, of $1,300.0 million aggregate principal amount of senior notes due 2036. The company plans to use the net proceeds to pay costs, fees and expenses related to the new notes and to redeem, after December 15, 2025, all of its outstanding 5.50% senior notes due 2029, including any related premiums, fees, costs and expenses. Any remaining net proceeds may be used for general corporate purposes such as acquisitions, repayment of existing debt, share repurchases, capital expenditures or working capital.
Post Holdings, Inc. announced that its Board of Directors approved a new $500.0 million share repurchase authorization, effective November 27, 2025. At the same time, the Board cancelled its prior $500.0 million authorization, under which the company had already repurchased about $275.2 million of common stock as of November 25, 2025.
The new authorization runs for a two-year period beginning on the effective date and allows Post to buy back shares through open market purchases, private transactions, or various structured methods such as forward, derivative, accelerated, or automatic programs. Any repurchased shares will be held as treasury stock. The company is not obligated to repurchase a specific number of shares and can suspend or end the program at its discretion.
Post Holdings, Inc. (POST) reported that its Corporate Governance and Compensation Committee granted new stock-based awards to several named executive officers on November 18, 2025. Each executive received restricted stock units (RSUs) and an equal target number of performance-based restricted stock units (PRSUs) under the company’s 2021 Long-Term Incentive Plan.
The awards include, for example, 45,367 RSUs and 45,367 PRSUs for President and CEO Robert V. Vitale, 17,338 of each for CFO Matthew J. Mainer, and 23,196 of each for Nicolas Catoggio. RSUs vest in three equal annual installments, while PRSUs vest based on total shareholder return (TSR) versus peers over a performance period from October 1, 2025 to September 30, 2028. PRSU vesting can range from 50% of target at the 25th percentile TSR rank to 260% of target at or above the 85th percentile.
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.
Post Holdings, Inc. reported a governance update. On October 16, 2025, the Board amended and restated the company’s bylaws to permit shareholders holding at least 25% of the outstanding voting shares to call a special meeting of shareholders. The ninth Amended and Restated Bylaws took effect the same day. The full bylaws and a marked version showing changes were filed as Exhibits 3.1 and 3.2.
Post Holdings, Inc. approved a new $500.0 million share repurchase authorization, effective August 29, 2025, and cancelled its prior $500.0 million program. The company had already repurchased approximately $304.8 million of its common stock under the earlier authorization as of August 27, 2025.
The new authorization runs for two years from the effective date and allows repurchases in the open market or through private, derivative, accelerated, forward, automatic or other transactions, with any repurchased shares held as treasury stock. Separately, Post announced via press release that it entered into a definitive agreement to sell the pasta business of 8th Avenue Food & Provisions, Inc.