Post Holdings (POST) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.78
- Estimate
- $1.71
- Surprise
- +4.3%
- Revenue (period 2026-06-30)
- $1.95B
- Score at report (before → after)
- 6.2 → 6.1/10
Revenue source: xbrl.
How the report landed
Post Holdings (POST) beat the $1.71 estimate with diluted EPS of $1.78 — a clear 4.3% upside surprise. TrendMatrix's engine moved from Sell (6.2/10) to Hold at 6.1/10 after the report — the engine's score fell despite the beat.
Where TrendMatrix's rating stands now
TrendMatrix currently rates POST Sell at 5.4/10.
4 of the last 4 quarters beat the estimate; this quarter's +4.3% surprise compares with a +13.6% four-quarter average. Next scheduled report: 2026-11-19.
What supports the rating
- Sector modifier (Consumer Defensive): +0.8
- Strong earnings beat streak (4/4)
What argues against it
- Thin upside margin: 8.6%
- V7 low-quality RISK_OFF penalty: -0.5 (Q=4.3)
- Leverage penalty (D/E 2.5): -1.5
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $84.26
- Price target
- $91.50
- Stop
- $79.24
- Upside to target
- +8.6%
- Reward-to-risk
- 0.8:1
The stock trades at 15.3× trailing but 11.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
POST at TrendMatrix's latest read
Defensive staples are judged on margin resilience: pricing power against input costs matters more here than top-line drama.
- Industry
- Packaged Foods
- Market cap
- $3.82B
- P/E (fwd)
- 11.7
- P/E (ttm)
- 15.3
- 52-week range
- $75.40–$117.28
- Off 52-week high
- 28.2%
- RSI (14)
- 60
- Volume vs avg
- 0.61×
- Score today
- 5.4/10