POST — what changed in the latest 10-Q
A section-by-section comparison of POST's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-05-07 vs the prior 10-Q · 2026-02-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +44 | −21 | ~18 | 45 |
| Market risk (Item 3) | Text added/removed | +3 | −2 | ~3 | 4 |
| Controls & procedures | Text added/removed | 0 | 0 | ~1 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-05-07
In March 2026, we entered into an agreement to sell substantially all of the assets of Crystal Farms Dairy Company (the “Crystal Farms Business”), which closed on May 1, 2026, subsequent to the end of the period covered by this report. The Crystal Farms Business’s operating results are reported in o…
For additional information on these business divestitures, refer to Notes 6 and 19 within “Notes to Condensed Consolidated Financial Statements.”
Our Company, as well as the consumer packaged goods industry in which we operate, has been impacted by the following trends which have impacted our results of operations and may continue to impact our results of operations in the future, including:
•inflationary pressures on input costs, which impacted all segments across our business. During fiscal 2025, inflationary pressures on certain input costs eased while other input costs continued to face inflationary pressures. In addition, we anticipate that any future modifications to or incrementa…
Three Months Ended March 31,Change inSix Months Ended March 31,Change in
Text removed vs the prior filing · source: 10-Q · 2026-02-05
At December 31, 2025, our reportable segments were as follows:
For additional information on this divestiture, refer to Note 6 within “Notes to Condensed Consolidated Financial Statements.”
Our Company, as well as the consumer packaged goods industry in which we operate, has been impacted by the following trends which impacted our results of operations in the prior year and may continue to impact our results of operations in the future, including:
•inflationary pressures on input costs, which impacted all segments across our business. During fiscal 2025, inflationary pressures on certain input costs eased while other input costs continued to face inflationary pressures, which impacted our results of operations in the prior year and could cont…
taken to offset increased costs. Future inflationary pressures and potential modifications or incremental tariffs could have a materially adverse impact on our results of operations if we are unable to mitigate the impact on our businesses.
Market risk (Item 3)
Text added vs the prior filing · source: 10-Q · 2026-05-07
As of March 31, 2026, the Company had outstanding principal value of indebtedness of $7,676.0 million related to its senior notes, leaseback financial liabilities and a municipal bond. Of the total $7,676.0 million of outstanding principal value of indebtedness, $7,674.2 million bore interest at a w…
As of September 30, 2025, the Company had outstanding principal value of indebtedness of $7,452.2 million related to its senior notes, borrowings under its Revolving Credit Facility, leaseback financial liabilities (excluding amounts classified as held for sale) and a municipal bond. Of the total $7…
As of March 31, 2026 and September 30, 2025, the fair value of the Company’s debt, excluding any outstanding borrowings under the Revolving Credit Facility, leaseback financial liabilities and a municipal bond, was $7,533.4 million and $6,999.6 million, respectively. Changes in interest rates impact…
Text removed vs the prior filing · source: 10-Q · 2026-02-05
As of December 31, 2025, the Company had outstanding principal value of indebtedness of $7,507.2 million related to its senior notes, borrowings outstanding under its Revolving Credit Facility, leaseback financial liabilities and a municipal bond. Of the total $7,507.2 million of outstanding princip…
As of December 31, 2025 and September 30, 2025, the fair value of the Company’s debt, excluding any outstanding borrowings under the Revolving Credit Facility, leaseback financial liabilities and a municipal bond, was $7,061.0 million and $6,999.6 million, respectively. Changes in interest rates imp…
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice