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Side-by-side financial comparison of CF Industries (CF) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.9B, roughly 1.2× CF Industries). CF Industries runs the higher net margin — 26.4% vs 4.5%, a 22.0% gap on every dollar of revenue. On growth, CF Industries posted the faster year-over-year revenue change (22.8% vs 10.1%). CF Industries produced more free cash flow last quarter ($313.0M vs $119.3M). Over the past eight quarters, CF Industries's revenue compounded faster (12.8% CAGR vs 4.3%).
CF Industries Holdings, Inc. is an American manufacturer and distributor of agricultural fertilizers, including ammonia, urea, and ammonium nitrate products. The company is based in Northbrook, Illinois, a suburb of Chicago, and was founded in 1946 as the Central Farmers Fertilizer Company. For its first 56 years, it was a federation of regional agricultural supply cooperatives. CF then demutualized, and became a publicly traded company.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
CF vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $495.0M | $96.8M |
| Gross Margin | 40.9% | 29.4% |
| Operating Margin | 33.0% | 11.0% |
| Net Margin | 26.4% | 4.5% |
| Revenue YoY | 22.8% | 10.1% |
| Net Profit YoY | 26.3% | -14.6% |
| EPS (diluted) | $2.56 | $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 | $1.9B | $2.2B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $1.5B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.5B | $2.0B |
| Q4 25 | $495.0M | $96.8M | ||
| Q3 25 | $460.0M | $51.0M | ||
| Q2 25 | $492.0M | $108.8M | ||
| Q1 25 | $351.0M | $62.6M | ||
| Q4 24 | $392.0M | $113.3M | ||
| Q3 24 | $341.0M | $81.6M | ||
| Q2 24 | $506.0M | $99.8M | ||
| Q1 24 | $238.0M | $97.2M |
| Q4 25 | 40.9% | 29.4% | ||
| Q3 25 | 38.1% | 26.8% | ||
| Q2 25 | 39.9% | 30.0% | ||
| Q1 25 | 34.4% | 28.0% | ||
| Q4 24 | 34.4% | 30.1% | ||
| Q3 24 | 32.4% | 28.6% | ||
| Q2 24 | 43.2% | 29.6% | ||
| Q1 24 | 27.8% | 29.0% |
| Q4 25 | 33.0% | 11.0% | ||
| Q3 25 | 35.0% | 7.5% | ||
| Q2 25 | 34.3% | 11.8% | ||
| Q1 25 | 27.4% | 9.3% | ||
| Q4 24 | 28.9% | 10.8% | ||
| Q3 24 | 26.6% | 9.5% | ||
| Q2 24 | 40.6% | 10.4% | ||
| Q1 24 | 20.6% | 9.5% |
| Q4 25 | 26.4% | 4.5% | ||
| Q3 25 | 27.7% | 2.3% | ||
| Q2 25 | 26.0% | 5.5% | ||
| Q1 25 | 21.1% | 3.2% | ||
| Q4 24 | 25.7% | 5.7% | ||
| Q3 24 | 24.9% | 4.1% | ||
| Q2 24 | 32.2% | 5.1% | ||
| Q1 24 | 16.2% | 4.9% |
| Q4 25 | $2.56 | $1.71 | ||
| Q3 25 | $2.19 | $0.91 | ||
| Q2 25 | $2.37 | $1.79 | ||
| Q1 25 | $1.85 | $1.03 | ||
| Q4 24 | $1.86 | $1.78 | ||
| Q3 24 | $1.55 | $1.28 | ||
| Q2 24 | $2.30 | $1.53 | ||
| Q1 24 | $1.03 | $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 | — | $279.3M |
| Total DebtLower is stronger | $3.2B | $7.5B |
| Stockholders' EquityBook value | $4.8B | $3.5B |
| Total Assets | $14.1B | $13.0B |
| Debt / EquityLower = less leverage | 0.66× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M | ||
| Q1 24 | — | $333.4M |
| Q4 25 | $3.2B | $7.5B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $3.0B | $7.3B | ||
| Q1 25 | $3.0B | $6.9B | ||
| Q4 24 | $3.0B | $6.9B | ||
| Q3 24 | $3.0B | $6.8B | ||
| Q2 24 | $3.0B | $6.4B | ||
| Q1 24 | $3.0B | $6.4B |
| Q4 25 | $4.8B | $3.5B | ||
| Q3 25 | $4.8B | $3.8B | ||
| Q2 25 | $5.0B | $4.0B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $5.0B | $3.9B | ||
| Q3 24 | $5.2B | $4.1B | ||
| Q2 24 | $5.5B | $3.9B | ||
| Q1 24 | $5.4B | $4.0B |
| Q4 25 | $14.1B | $13.0B | ||
| Q3 25 | $14.2B | $13.5B | ||
| Q2 25 | $13.8B | $13.4B | ||
| Q1 25 | $13.3B | $12.8B | ||
| Q4 24 | $13.5B | $12.8B | ||
| Q3 24 | $13.8B | $12.9B | ||
| Q2 24 | $13.8B | $12.1B | ||
| Q1 24 | $13.9B | $12.2B |
| Q4 25 | 0.66× | 2.16× | ||
| Q3 25 | 0.61× | 1.98× | ||
| Q2 25 | 0.60× | 1.84× | ||
| Q1 25 | 0.62× | 1.81× | ||
| Q4 24 | 0.60× | 1.79× | ||
| Q3 24 | 0.57× | 1.67× | ||
| Q2 24 | 0.54× | 1.62× | ||
| Q1 24 | 0.55× | 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 | $539.0M | $235.7M |
| Free Cash FlowOCF − Capex | $313.0M | $119.3M |
| FCF MarginFCF / Revenue | 16.7% | 5.5% |
| Capex IntensityCapex / Revenue | 12.1% | 5.4% |
| Cash ConversionOCF / Net Profit | 1.09× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $1.8B | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $539.0M | $235.7M | ||
| Q3 25 | $1.1B | $301.3M | ||
| Q2 25 | $563.0M | $225.9M | ||
| Q1 25 | $586.0M | $160.7M | ||
| Q4 24 | $420.0M | $310.4M | ||
| Q3 24 | $931.0M | $235.4M | ||
| Q2 24 | $475.0M | $272.3M | ||
| Q1 24 | $445.0M | $249.6M |
| Q4 25 | $313.0M | $119.3M | ||
| Q3 25 | $717.0M | $151.6M | ||
| Q2 25 | $318.0M | $94.9M | ||
| Q1 25 | $454.0M | $70.2M | ||
| Q4 24 | $223.0M | $171.4M | ||
| Q3 24 | $792.0M | $96.2M | ||
| Q2 24 | $391.0M | $161.5M | ||
| Q1 24 | $347.0M | $150.9M |
| Q4 25 | 16.7% | 5.5% | ||
| Q3 25 | 43.2% | 6.7% | ||
| Q2 25 | 16.8% | 4.8% | ||
| Q1 25 | 27.3% | 3.6% | ||
| Q4 24 | 14.6% | 8.7% | ||
| Q3 24 | 57.8% | 4.8% | ||
| Q2 24 | 24.9% | 8.3% | ||
| Q1 24 | 23.6% | 7.5% |
| Q4 25 | 12.1% | 5.4% | ||
| Q3 25 | 20.9% | 6.7% | ||
| Q2 25 | 13.0% | 6.6% | ||
| Q1 25 | 7.9% | 4.6% | ||
| Q4 24 | 12.9% | 7.0% | ||
| Q3 24 | 10.1% | 6.9% | ||
| Q2 24 | 5.3% | 5.7% | ||
| Q1 24 | 6.7% | 4.9% |
| Q4 25 | 1.09× | 2.43× | ||
| Q3 25 | 2.31× | 5.91× | ||
| Q2 25 | 1.14× | 2.08× | ||
| Q1 25 | 1.67× | 2.57× | ||
| Q4 24 | 1.07× | 2.74× | ||
| Q3 24 | 2.73× | 2.88× | ||
| Q2 24 | 0.94× | 2.73× | ||
| Q1 24 | 1.87× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CF
| Ammonia | $591.0M | 32% |
| UAN | $493.0M | 26% |
| Urea | $372.0M | 20% |
| Other | $244.0M | 13% |
| Other Products | $147.0M | 8% |
| Ammonium Nitrate Segment | $25.0M | 1% |
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% |
