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Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) and Post Holdings, Inc. (POST), based on the latest 10-Q / 10-K filings. 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 1.1× Coca-Cola Consolidated, Inc.). Coca-Cola Consolidated, Inc. runs the higher net margin — 7.2% vs 4.5%, a 2.8% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 9.0%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $106.7M). Over the past eight quarters, Coca-Cola Consolidated, Inc.'s revenue compounded faster (9.4% CAGR vs 4.3%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
COKE vs POST — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $137.3M | $96.8M |
| Gross Margin | 39.6% | 29.4% |
| Operating Margin | 12.7% | 11.0% |
| Net Margin | 7.2% | 4.5% |
| Revenue YoY | 9.0% | 10.1% |
| Net Profit YoY | -23.3% | -14.6% |
| EPS (diluted) | — | $1.71 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | $1.9B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B | ||
| Q1 24 | $1.6B | $2.0B |
| Q4 25 | $137.3M | $96.8M | ||
| Q3 25 | $142.3M | $51.0M | ||
| Q2 25 | $187.4M | $108.8M | ||
| Q1 25 | $103.6M | $62.6M | ||
| Q4 24 | $178.9M | $113.3M | ||
| Q3 24 | $115.6M | $81.6M | ||
| Q2 24 | $172.8M | $99.8M | ||
| Q1 24 | $165.7M | $97.2M |
| Q4 25 | 39.6% | 29.4% | ||
| Q3 25 | 39.6% | 26.8% | ||
| Q2 25 | 40.0% | 30.0% | ||
| Q1 25 | 39.7% | 28.0% | ||
| Q4 24 | 40.0% | 30.1% | ||
| Q3 24 | 39.5% | 28.6% | ||
| Q2 24 | 39.9% | 29.6% | ||
| Q1 24 | 40.2% | 29.0% |
| Q4 25 | 12.7% | 11.0% | ||
| Q3 25 | 13.1% | 7.5% | ||
| Q2 25 | 14.7% | 11.8% | ||
| Q1 25 | 12.0% | 9.3% | ||
| Q4 24 | 12.5% | 10.8% | ||
| Q3 24 | 12.9% | 9.5% | ||
| Q2 24 | 14.4% | 10.4% | ||
| Q1 24 | 13.5% | 9.5% |
| Q4 25 | 7.2% | 4.5% | ||
| Q3 25 | 7.5% | 2.3% | ||
| Q2 25 | 10.1% | 5.5% | ||
| Q1 25 | 6.6% | 3.2% | ||
| Q4 24 | 10.2% | 5.7% | ||
| Q3 24 | 6.5% | 4.1% | ||
| Q2 24 | 9.6% | 5.1% | ||
| Q1 24 | 10.4% | 4.9% |
| Q4 25 | — | $1.71 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $1.53 | ||
| Q1 24 | — | $1.48 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $281.9M | $279.3M |
| Total DebtLower is stronger | $2.8B | $7.5B |
| Stockholders' EquityBook value | $-739.7M | $3.5B |
| Total Assets | $4.3B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $281.9M | $279.3M | ||
| Q3 25 | $1.5B | $176.7M | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.2B | $617.6M | ||
| Q4 24 | $1.1B | $872.9M | ||
| Q3 24 | $1.2B | $787.4M | ||
| Q2 24 | $1.7B | $333.8M | ||
| Q1 24 | $401.3M | $333.4M |
| Q4 25 | $2.8B | $7.5B | ||
| Q3 25 | $1.8B | $7.4B | ||
| Q2 25 | $1.8B | $7.3B | ||
| Q1 25 | $1.8B | $6.9B | ||
| Q4 24 | $1.8B | $6.9B | ||
| Q3 24 | $1.8B | $6.8B | ||
| Q2 24 | $1.8B | $6.4B | ||
| Q1 24 | $599.3M | $6.4B |
| Q4 25 | $-739.7M | $3.5B | ||
| Q3 25 | $1.6B | $3.8B | ||
| Q2 25 | $1.6B | $4.0B | ||
| Q1 25 | $1.5B | $3.8B | ||
| Q4 24 | $1.4B | $3.9B | ||
| Q3 24 | $1.3B | $4.1B | ||
| Q2 24 | $1.2B | $3.9B | ||
| Q1 24 | $1.6B | $4.0B |
| Q4 25 | $4.3B | $13.0B | ||
| Q3 25 | $5.7B | $13.5B | ||
| Q2 25 | $5.5B | $13.4B | ||
| Q1 25 | $5.4B | $12.8B | ||
| Q4 24 | $5.3B | $12.8B | ||
| Q3 24 | $5.3B | $12.9B | ||
| Q2 24 | $5.7B | $12.1B | ||
| Q1 24 | $4.3B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | 1.09× | 1.98× | ||
| Q2 25 | 1.10× | 1.84× | ||
| Q1 25 | 1.19× | 1.81× | ||
| Q4 24 | 1.26× | 1.79× | ||
| Q3 24 | 1.39× | 1.67× | ||
| Q2 24 | 1.49× | 1.62× | ||
| Q1 24 | 0.37× | 1.61× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $209.0M | $235.7M |
| Free Cash FlowOCF − Capex | $106.7M | $119.3M |
| FCF MarginFCF / Revenue | 5.6% | 5.5% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 5.4% | 5.4% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 1.52× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | $436.0M |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | $209.0M | $235.7M | ||
| Q3 25 | $316.7M | $301.3M | ||
| Q2 25 | $208.1M | $225.9M | ||
| Q1 25 | $198.2M | $160.7M | ||
| Q4 24 | $168.5M | $310.4M | ||
| Q3 24 | $270.8M | $235.4M | ||
| Q2 24 | $242.9M | $272.3M | ||
| Q1 24 | $194.3M | $249.6M |
| Q4 25 | $106.7M | $119.3M | ||
| Q3 25 | $264.1M | $151.6M | ||
| Q2 25 | $148.5M | $94.9M | ||
| Q1 25 | $100.3M | $70.2M | ||
| Q4 24 | $84.8M | $171.4M | ||
| Q3 24 | $142.8M | $96.2M | ||
| Q2 24 | $160.5M | $161.5M | ||
| Q1 24 | $117.2M | $150.9M |
| Q4 25 | 5.6% | 5.5% | ||
| Q3 25 | 14.0% | 6.7% | ||
| Q2 25 | 8.0% | 4.8% | ||
| Q1 25 | 6.3% | 3.6% | ||
| Q4 24 | 4.9% | 8.7% | ||
| Q3 24 | 8.1% | 4.8% | ||
| Q2 24 | 8.9% | 8.3% | ||
| Q1 24 | 7.4% | 7.5% |
| Q4 25 | 5.4% | 5.4% | ||
| Q3 25 | 2.8% | 6.7% | ||
| Q2 25 | 3.2% | 6.6% | ||
| Q1 25 | 6.2% | 4.6% | ||
| Q4 24 | 4.8% | 7.0% | ||
| Q3 24 | 7.2% | 6.9% | ||
| Q2 24 | 4.6% | 5.7% | ||
| Q1 24 | 4.8% | 4.9% |
| Q4 25 | 1.52× | 2.43× | ||
| Q3 25 | 2.22× | 5.91× | ||
| Q2 25 | 1.11× | 2.08× | ||
| Q1 25 | 1.91× | 2.57× | ||
| Q4 24 | 0.94× | 2.74× | ||
| Q3 24 | 2.34× | 2.88× | ||
| Q2 24 | 1.41× | 2.73× | ||
| Q1 24 | 1.17× | 2.57× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 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% |
