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Side-by-side financial comparison of Bunge Global (BG) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Bunge Global is the larger business by last-quarter revenue ($4.9B vs $2.2B, roughly 2.2× Post Holdings, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 1.9%, a 2.5% gap on every dollar of revenue. On growth, Bunge Global posted the faster year-over-year revenue change (22.2% vs 10.1%). Bunge Global produced more free cash flow last quarter ($809.0M vs $119.3M). Over the past eight quarters, Bunge Global's revenue compounded faster (11.3% CAGR vs 4.3%).
Bunge Global SA (BUN-ghee) is a global agribusiness and food company, incorporated in Geneva, Switzerland and headquartered in St. Louis, Missouri, United States.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
BG vs POST — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $4.9B | $2.2B |
| Net Profit | $95.0M | $96.8M |
| Gross Margin | 20.7% | 29.4% |
| Operating Margin | 1.8% | 11.0% |
| Net Margin | 1.9% | 4.5% |
| Revenue YoY | 22.2% | 10.1% |
| Net Profit YoY | -84.2% | -14.6% |
| EPS (diluted) | $-0.02 | $1.71 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.9B | $2.2B | ||
| Q3 25 | $4.4B | $2.2B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $3.9B | $2.0B | ||
| Q2 24 | $3.7B | $1.9B | ||
| Q1 24 | $3.9B | $2.0B |
| Q4 25 | $95.0M | $96.8M | ||
| Q3 25 | $166.0M | $51.0M | ||
| Q2 25 | $354.0M | $108.8M | ||
| Q1 25 | $201.0M | $62.6M | ||
| Q4 24 | $602.0M | $113.3M | ||
| Q3 24 | $221.0M | $81.6M | ||
| Q2 24 | $70.0M | $99.8M | ||
| Q1 24 | $244.0M | $97.2M |
| Q4 25 | 20.7% | 29.4% | ||
| Q3 25 | 24.3% | 26.8% | ||
| Q2 25 | 18.4% | 30.0% | ||
| Q1 25 | 16.3% | 28.0% | ||
| Q4 24 | 27.0% | 30.1% | ||
| Q3 24 | 19.9% | 28.6% | ||
| Q2 24 | 17.8% | 29.6% | ||
| Q1 24 | 22.2% | 29.0% |
| Q4 25 | 1.8% | 11.0% | ||
| Q3 25 | 6.2% | 7.5% | ||
| Q2 25 | 12.3% | 11.8% | ||
| Q1 25 | 7.8% | 9.3% | ||
| Q4 24 | 18.3% | 10.8% | ||
| Q3 24 | 8.3% | 9.5% | ||
| Q2 24 | 2.8% | 10.4% | ||
| Q1 24 | 9.4% | 9.5% |
| Q4 25 | 1.9% | 4.5% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 8.8% | 5.5% | ||
| Q1 25 | 5.5% | 3.2% | ||
| Q4 24 | 15.0% | 5.7% | ||
| Q3 24 | 5.7% | 4.1% | ||
| Q2 24 | 1.9% | 5.1% | ||
| Q1 24 | 6.2% | 4.9% |
| Q4 25 | $-0.02 | $1.71 | ||
| Q3 25 | $0.84 | $0.91 | ||
| Q2 25 | $2.61 | $1.79 | ||
| Q1 25 | $1.48 | $1.03 | ||
| Q4 24 | $4.27 | $1.78 | ||
| Q3 24 | $1.56 | $1.28 | ||
| Q2 24 | $0.48 | $1.53 | ||
| Q1 24 | $1.68 | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $2.0B | $279.3M |
| Total DebtLower is stronger | $10.2B | $7.5B |
| Stockholders' EquityBook value | $15.9B | $3.5B |
| Total Assets | $44.5B | $13.0B |
| Debt / EquityLower = less leverage | 0.64× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $279.3M | ||
| Q3 25 | $3.2B | $176.7M | ||
| Q2 25 | $7.1B | $1.1B | ||
| Q1 25 | $3.9B | $617.6M | ||
| Q4 24 | $3.8B | $872.9M | ||
| Q3 24 | $3.0B | $787.4M | ||
| Q2 24 | $1.3B | $333.8M | ||
| Q1 24 | $3.1B | $333.4M |
| Q4 25 | $10.2B | $7.5B | ||
| Q3 25 | $11.1B | $7.4B | ||
| Q2 25 | $7.7B | $7.3B | ||
| Q1 25 | $5.4B | $6.9B | ||
| Q4 24 | $5.4B | $6.9B | ||
| Q3 24 | $5.4B | $6.8B | ||
| Q2 24 | $4.1B | $6.4B | ||
| Q1 24 | $4.1B | $6.4B |
| Q4 25 | $15.9B | $3.5B | ||
| Q3 25 | $15.8B | $3.8B | ||
| Q2 25 | $10.9B | $4.0B | ||
| Q1 25 | $10.6B | $3.8B | ||
| Q4 24 | $9.9B | $3.9B | ||
| Q3 24 | $10.1B | $4.1B | ||
| Q2 24 | $10.0B | $3.9B | ||
| Q1 24 | $10.6B | $4.0B |
| Q4 25 | $44.5B | $13.0B | ||
| Q3 25 | $46.3B | $13.5B | ||
| Q2 25 | $31.2B | $13.4B | ||
| Q1 25 | $26.7B | $12.8B | ||
| Q4 24 | $24.9B | $12.8B | ||
| Q3 24 | $25.3B | $12.9B | ||
| Q2 24 | $24.4B | $12.1B | ||
| Q1 24 | $25.8B | $12.2B |
| Q4 25 | 0.64× | 2.16× | ||
| Q3 25 | 0.71× | 1.98× | ||
| Q2 25 | 0.71× | 1.84× | ||
| Q1 25 | 0.51× | 1.81× | ||
| Q4 24 | 0.54× | 1.79× | ||
| Q3 24 | 0.54× | 1.67× | ||
| Q2 24 | 0.41× | 1.62× | ||
| Q1 24 | 0.39× | 1.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.3B | $235.7M |
| Free Cash FlowOCF − Capex | $809.0M | $119.3M |
| FCF MarginFCF / Revenue | 16.6% | 5.5% |
| Capex IntensityCapex / Revenue | 11.0% | 5.4% |
| Cash ConversionOCF / Net Profit | 14.18× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $-879.0M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $235.7M | ||
| Q3 25 | $854.0M | $301.3M | ||
| Q2 25 | $-1.1B | $225.9M | ||
| Q1 25 | $-285.0M | $160.7M | ||
| Q4 24 | $1.1B | $310.4M | ||
| Q3 24 | $1.3B | $235.4M | ||
| Q2 24 | $-1.5B | $272.3M | ||
| Q1 24 | $994.0M | $249.6M |
| Q4 25 | $809.0M | $119.3M | ||
| Q3 25 | $385.0M | $151.6M | ||
| Q2 25 | $-1.5B | $94.9M | ||
| Q1 25 | $-595.0M | $70.2M | ||
| Q4 24 | $564.0M | $171.4M | ||
| Q3 24 | $973.0M | $96.2M | ||
| Q2 24 | $-1.8B | $161.5M | ||
| Q1 24 | $758.0M | $150.9M |
| Q4 25 | 16.6% | 5.5% | ||
| Q3 25 | 8.8% | 6.7% | ||
| Q2 25 | -36.8% | 4.8% | ||
| Q1 25 | -16.2% | 3.6% | ||
| Q4 24 | 14.1% | 8.7% | ||
| Q3 24 | 25.1% | 4.8% | ||
| Q2 24 | -47.4% | 8.3% | ||
| Q1 24 | 19.2% | 7.5% |
| Q4 25 | 11.0% | 5.4% | ||
| Q3 25 | 10.7% | 6.7% | ||
| Q2 25 | 10.1% | 6.6% | ||
| Q1 25 | 8.5% | 4.6% | ||
| Q4 24 | 12.2% | 7.0% | ||
| Q3 24 | 9.1% | 6.9% | ||
| Q2 24 | 8.0% | 5.7% | ||
| Q1 24 | 6.0% | 4.9% |
| Q4 25 | 14.18× | 2.43× | ||
| Q3 25 | 5.14× | 5.91× | ||
| Q2 25 | -3.03× | 2.08× | ||
| Q1 25 | -1.42× | 2.57× | ||
| Q4 24 | 1.75× | 2.74× | ||
| Q3 24 | 6.00× | 2.88× | ||
| Q2 24 | -21.06× | 2.73× | ||
| Q1 24 | 4.07× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 0% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
