← BackPost Holdings, Inc. · Grain Mill ProductsPOST
Low riskNext report: Around Nov 19 (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 0.3% from their holdings in the quarter ending June 2026 (166 bought, 248 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$80.48-0.0% that day
- Company value
- $3.5B
- Share price times all shares
- Price vs profit (P/E)
- 14.7x
- You pay about $15 for each $1 of yearly profit
- Price vs sales
- 0.42x
- Company value is 0.42 times a year of sales
- Cash vs value
- 8%
- Cash as a share of company value
- Debt vs value
- 211%
- Owes more than the whole company is worth
From POST's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$1.9B-1.8% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $8.4B, up 6.2% from the 12 months before. Over 5 years, sales grew about 12% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.1%
- MissDebt under half of equityNot relying on borrowed money.2.16x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.4.1%
- MissProfitable every yearSteady profits, not one good year.9 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$998.3M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.3% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.28.7%
- Revenue
- $8.2B
- +3.0% vs prior year
- 5-year growth
- +11.6%/yr
- revenue, per year
- Total debt
- $7.5B
- 2.16x equity
- Current ratio
- 1.90x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $1.9B
- -1.8% YoY
- EPS
- $1.29
- vs $1.79
- Op. margin
- 9.7%
- -2.1 pts
- Gross margin
- 29.1%
- -0.9 pts
- Free cash flow
- $131.2M
- Share count
- -17.8%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
71/ 100
- This week
- 6
- Normal week
- 2.5
- vs normal
- 2.4x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-0.3%Institutions cut 0.3% from their holdings. 166 bought, 248 sold. 3 quarters of net selling in a row.
Shares held by institutions45.4M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-10.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
2.5x · $7.6B debtShares outstandingLatest reported
44MNext reportAround Nov 19 (est.)Estimated from the same quarter last year
- Results filedAug 6
- Results filedMay 7
- Results filedFeb 5
- Results filedNov 20, 2025
- Results filedAug 7, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardNicolas CatoggioPRES & CEO
40,962 shares
- +54% of holdings
- Now owns 116,504 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Stock awardDiedre J GrayEVP, GC & CAO, SECY
42,349 shares
- +133% of holdings
- Now owns 74,235 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Stock awardMatthew J MainerEVP, CFO & TREASURER
18,024 shares
- +24% of holdings
- Now owns 92,694 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Stock awardRobert V VitaleEXECUTIVE CHAIRMAN, Director
118,919 shares
- +12% of holdings
- Now owns 1,106,257 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Stock awardMark W WestphalPRES., FOODSERVICE
38,441 shares
- +19% of holdings
- Now owns 236,197 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes
Stock awardJeff A ZadoksDirector
40,710 shares
- +2262% of holdings
- Now owns 42,510 shares
- Filed 4 days after trade
- Also: Shares withheld for taxes