Post Holdings (FRA:2PO) Operating Income: €759 Mil (TTM As of Mar. 2026)

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FRA:2PO Post Holdings Inc FRA:2PO
64 GF Score
Price €75.00
GF Value €115.40
Valuation Possible Value Trap
! 3 Warning Signs
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What is Post Holdings Operating Income?

Post Holdings FRA:2PO -1.32% 64 Operating Income is €759 Mil as of Mar. 2026. GuruFocus rates FRA:2PO with a GF Score™ of 64/100 and a GF Value™ of €115.40 (Possible Value Trap). The stock has 3 warning signs investors should review.

Post Holdings's Operating Income for the three months ended in Mar. 2026 was €183 Mil. Its Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 was €759 Mil.

Operating Margin % is calculated as Operating Income divided by its Revenue. Post Holdings's Operating Income for the three months ended in Mar. 2026 was €183 Mil. Post Holdings's Revenue for the three months ended in Mar. 2026 was €1,767 Mil. Therefore, Post Holdings's Operating Margin % for the quarter that ended in Mar. 2026 was 10.37%.

Post Holdings's 5-Year average Growth Rate for Operating Margin % was -0.70% per year.

Operating Income or EBIT is linked to Return on Capital for both regular definition and Joel Greenblatt's definition. Post Holdings's annualized ROC % for the quarter that ended in Mar. 2026 was 5.24%. Post Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 was 26.04%.


Post Holdings  (FRA:2PO) Operating Income Explanation

1. Operating Income or EBIT is linked to Return on Capital for both regular definition and Joel Greenblatt's definition.

Post Holdings's annualized ROC % for the quarter that ended in Mar. 2026 is calculated as:

ROC % (Q: Mar. 2026 )
=NOPAT/Average Invested Capital
=Operating Income * ( 1 - Tax Rate % )/( (Invested Capital (Q: Dec. 2025 ) + Invested Capital (Q: Mar. 2026 ))/ count )
=733.172 * ( 1 - 25.57% )/( (10355.433 + 10457.418)/ 2 )
=545.6999196/10406.4255
=5.24 %

where

Invested Capital(Q: Dec. 2025 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=11088.592 - 494.637 - ( 238.522 - max(0, 887.904 - 1684.344+238.522))
=10355.433

Invested Capital(Q: Mar. 2026 )
=Total Assets - Accounts Payable & Accrued Expense - Excess Cash
=Total Assets - Accounts Payable & Accrued Expense - ( Cash, Cash Equivalents, Marketable Securities - max(0, Total Current Liabilities - Total Current Assets+Cash, Cash Equivalents, Marketable Securities))
=11225.278 - 534.829 - ( 233.031 - max(0, 957.468 - 1774.807+233.031))
=10457.418

Note: The Operating Income data used here is four times the quarterly (Mar. 2026) data.

2. Joel Greenblatt's definition of Return on Capital:

Post Holdings's annualized ROC (Joel Greenblatt) % for the quarter that ended in Mar. 2026 is calculated as:

ROC (Joel Greenblatt) %(Q: Mar. 2026 )
=EBIT/Average of (Net fixed Assets + Net Working Capital)
=EBIT/Average of (Property, Plant and Equipment+Net Working Capital)
     Q: Dec. 2025  Q: Mar. 2026
=EBIT/( ( (Property, Plant and Equipment + Net Working Capital) + (Property, Plant and Equipment + Net Working Capital) )/ count )
=745.976/( ( (2290.94 + max(558.943, 0)) + (2294.066 + max(585.432, 0)) )/ 2 )
=745.976/( ( 2849.883 + 2879.498 )/ 2 )
=745.976/2864.6905
=26.04 %

where Working Capital is:

Working Capital(Q: Dec. 2025 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(581.232 + 775.603 + 88.987) - (494.637 + 0 + 392.242)
=558.943

Working Capital(Q: Mar. 2026 )
=(Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Defer. Rev. + Other Current Liabilities)
=(630.412 + 788.534 + 122.83) - (534.829 + 0 + 421.515)
=585.432

When net working capital is negative, 0 is used.

Note: The EBIT data used here is four times the quarterly (Mar. 2026) EBIT data.

3. Operating Income is also linked to Operating Margin %:

Post Holdings's Operating Margin % for the quarter that ended in Mar. 2026 is calculated as:

Operating Margin %=Operating Income (Q: Mar. 2026 )/Revenue (Q: Mar. 2026 )
=183.293/1767.108
=10.37 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

4. Please click Growth Rate Calculation Example (GuruFocus) to see how GuruFocus calculates Wal-Mart Stores Inc (WMT)'s revenue growth rate. You can apply the same method to get the Operating Income growth rate using Operating Income per share data.


Be Aware

Compared with a company's EBITDA margin, Operating Margin can be manipulated by adjusting the rate of depreciation, depletion and amortization (DDA).

If a company is facing competition, its Operating Margin may decline. Often the Operating Margin declines well before the company's revenue or even profit decline. Therefore, Operating Margin is a very important indicator of whether the company is facing problems.

For instance, by 2012, Nokia (NOK)'s problems were well known and its stock had lost more than 90% of its market value since 2007. But Nokia's Operating Margin had already been in decline since 2002, although its earnings per share were still rising. Investors who paid attention to Operating Margin would have avoided this huge loss. The same can be said for Research-in-Motion (RIMM).

Therefore, Operating Margin is a very important screening filter for GuruFocus. GuruFocus's Buffett-Munger screener requires that the profit margin is either consistent or expanding. The Model Portfolio of the Buffett-Munger screener has outperformed the market every year since inception in 2009.


Post Holdings Operating Income Related Terms


Post Holdings Operating Income Historical Data

* Premium members only.

The historical data trend for Post Holdings's Operating Income can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Post Holdings Operating Income Chart

Post Holdings Annual Data
Trend Sep16 Sep17 Sep18 Sep19 Sep20 Sep21 Sep22 Sep23 Sep24 Sep25
Operating Income
Get a 7-Day Free Trial Premium Member Only Premium Member Only 414.55 419.76 600.71 714.94 706.39

Post Holdings Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Operating Income Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 168.54 203.40 168.87 203.59 183.29
FRA:2PO
64GF Score
Post Holdings Inc FRA:2PO
Operating Income is just one metric. See GF Score™, valuation, warning signs, and more.
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Post Holdings Operating Income Calculation

Operating Income, is the profit a company earned through operations. All expenses, including cash expenses such as cost of goods sold (COGS), research & development, wages, and non-cash expenses, such as depreciation, depletion and amortization, have been deducted from the sales.

Operating Income for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was €759 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Operating Income →
What does a Operating Income of €759 Mil mean?
Post Holdings (FRA:2PO) has a Operating Income of €759 Mil as of Mar. 2026. Operating Income equals sales less all operating expenses. It is linked to EBIT. View historical data on Post Holdings and its competitors.
Is Post Holdings' Operating Income too high?
Post Holdings' current Operating Income is €759 Mil. Overall, Post Holdings has a GF Score™ of 64/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Post Holdings' Operating Income compare to MZTI and FRPT?
Post Holdings' Operating Income of €759 Mil can be compared against companies in the Consumer Packaged Goods industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Operating Income for a Consumer Packaged Goods company?
A good Operating Income depends on the Consumer Packaged Goods industry context. However, Operating Income should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Operating Income mean?
A high Operating Income can signal that a stock is expensive relative to its fundamentals. Operating Income equals sales less all operating expenses. It is linked to EBIT. View historical data on Post Holdings and its competitors. Post Holdings's current Operating Income is €759 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Post Holdings stock overvalued right now?
Based on GuruFocus' analysis, Post Holdings (FRA:2PO) is currently considered Possible Value Trap. The stock's GF Value™ is €115.40, compared to a current price of €75.00 — trading 35% below its estimated fair value. The current Operating Income is €759 Mil. Post Holdings' overall GF Score™ is 64/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Operating Income calculated?
Operating Income is calculated from a company's financial statements. For Post Holdings (FRA:2PO), the current Operating Income is €759 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Post Holdings (FRA:2PO) Overvalued in 2026?

Based on GuruFocus' analysis, Post Holdings stock appears to be undervalued. The current stock price of €75.00 is trading 35% below its estimated GF Value™ of €115.40. GuruFocus considers Post Holdings to be Possible Value Trap.

Key valuation signals for FRA:2PO:

  • Operating Income: €759 Mil
  • GF Value™: €115.40 vs. price of €75.00 (35% below fair value)
  • GF Score™: 64/100 with 3 warning signs

No single metric tells the full story. See the FRA:2PO stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Post Holdings Business Description

Other Exchanges POST:USA0KJZ:UK2PO:Germany
Address 2503 South Hanley Road, St. Louis, MO, USA, 63144
Post Holdings Inc. is a consumer packaged goods holding company with products sold through grocery, club, and drug stores, mass merchandisers, foodservice, food ingredient, and eCommerce. It operates through four reportable segments: Post Consumer Brands, focused on North American ready-to-eat cereal and granola, pet food, and nut butters; Weetabix, focused on U.K. ready-to-eat cereal, muesli, and protein-based shakes; Foodservice, focused on egg and potato products; and Refrigerated Retail, focused on side dish, egg, cheese, and sausage products. Products are sold across channels, including retailers, wholesalers, convenience stores, pet supply retailers, drug store customers, military and national restaurant chains, with revenues largely generated in the U.S.
64GF Score

Get the complete analysis for FRA:2PO

Operating Income is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€75.00
Price
€115.40
GF Value