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Side-by-side financial comparison of Elanco Animal Health Inc (ELAN) 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 $1.1B, roughly 1.9× Elanco Animal Health Inc). Post Holdings, Inc. runs the higher net margin — 4.5% vs -24.1%, a 28.6% gap on every dollar of revenue. On growth, Elanco Animal Health Inc posted the faster year-over-year revenue change (12.2% vs 10.1%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $46.0M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -2.6%).
Elanco Animal Health Incorporated is an American pharmaceutical company which produces medicines and vaccinations for pets and livestock. Until 2019, the company was a subsidiary of Eli Lilly and Company, before being divested. It is the third-largest animal health company in the world.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
ELAN vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.2B |
| Net Profit | $-276.0M | $96.8M |
| Gross Margin | 51.5% | 29.4% |
| Operating Margin | -22.6% | 11.0% |
| Net Margin | -24.1% | 4.5% |
| Revenue YoY | 12.2% | 10.1% |
| Net Profit YoY | -3350.0% | -14.6% |
| EPS (diluted) | $-0.55 | $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 | $1.1B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.2B | $2.0B |
| Q4 25 | $-276.0M | $96.8M | ||
| Q3 25 | $-34.0M | $51.0M | ||
| Q2 25 | $11.0M | $108.8M | ||
| Q1 25 | $67.0M | $62.6M | ||
| Q4 24 | $-8.0M | $113.3M | ||
| Q3 24 | $364.0M | $81.6M | ||
| Q2 24 | $-50.0M | $99.8M | ||
| Q1 24 | $32.0M | $97.2M |
| Q4 25 | 51.5% | 29.4% | ||
| Q3 25 | 53.4% | 26.8% | ||
| Q2 25 | 57.5% | 30.0% | ||
| Q1 25 | 57.3% | 28.0% | ||
| Q4 24 | 50.9% | 30.1% | ||
| Q3 24 | 52.2% | 28.6% | ||
| Q2 24 | 58.2% | 29.6% | ||
| Q1 24 | 57.3% | 29.0% |
| Q4 25 | -22.6% | 11.0% | ||
| Q3 25 | -4.4% | 7.5% | ||
| Q2 25 | 2.0% | 11.8% | ||
| Q1 25 | 5.0% | 9.3% | ||
| Q4 24 | -5.0% | 10.8% | ||
| Q3 24 | 54.3% | 9.5% | ||
| Q2 24 | -2.7% | 10.4% | ||
| Q1 24 | 1.0% | 9.5% |
| Q4 25 | -24.1% | 4.5% | ||
| Q3 25 | -3.0% | 2.3% | ||
| Q2 25 | 0.9% | 5.5% | ||
| Q1 25 | 5.6% | 3.2% | ||
| Q4 24 | -0.8% | 5.7% | ||
| Q3 24 | 35.3% | 4.1% | ||
| Q2 24 | -4.2% | 5.1% | ||
| Q1 24 | 2.7% | 4.9% |
| Q4 25 | $-0.55 | $1.71 | ||
| Q3 25 | $-0.07 | $0.91 | ||
| Q2 25 | $0.02 | $1.79 | ||
| Q1 25 | $0.13 | $1.03 | ||
| Q4 24 | $-0.01 | $1.78 | ||
| Q3 24 | $0.73 | $1.28 | ||
| Q2 24 | $-0.10 | $1.53 | ||
| Q1 24 | $0.06 | $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 | $545.0M | $279.3M |
| Total DebtLower is stronger | $3.9B | $7.5B |
| Stockholders' EquityBook value | $6.5B | $3.5B |
| Total Assets | $13.4B | $13.0B |
| Debt / EquityLower = less leverage | 0.60× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $545.0M | $279.3M | ||
| Q3 25 | $505.0M | $176.7M | ||
| Q2 25 | $539.0M | $1.1B | ||
| Q1 25 | $487.0M | $617.6M | ||
| Q4 24 | $468.0M | $872.9M | ||
| Q3 24 | $490.0M | $787.4M | ||
| Q2 24 | $416.0M | $333.8M | ||
| Q1 24 | $345.0M | $333.4M |
| Q4 25 | $3.9B | $7.5B | ||
| Q3 25 | $4.0B | $7.4B | ||
| Q2 25 | $4.1B | $7.3B | ||
| Q1 25 | $4.4B | $6.9B | ||
| Q4 24 | $4.3B | $6.9B | ||
| Q3 24 | $4.4B | $6.8B | ||
| Q2 24 | $5.7B | $6.4B | ||
| Q1 24 | $5.8B | $6.4B |
| Q4 25 | $6.5B | $3.5B | ||
| Q3 25 | $6.7B | $3.8B | ||
| Q2 25 | $6.8B | $4.0B | ||
| Q1 25 | $6.4B | $3.8B | ||
| Q4 24 | $6.1B | $3.9B | ||
| Q3 24 | $6.5B | $4.1B | ||
| Q2 24 | $5.9B | $3.9B | ||
| Q1 24 | $6.1B | $4.0B |
| Q4 25 | $13.4B | $13.0B | ||
| Q3 25 | $13.6B | $13.5B | ||
| Q2 25 | $13.7B | $13.4B | ||
| Q1 25 | $12.9B | $12.8B | ||
| Q4 24 | $12.6B | $12.8B | ||
| Q3 24 | $13.3B | $12.9B | ||
| Q2 24 | $13.8B | $12.1B | ||
| Q1 24 | $14.0B | $12.2B |
| Q4 25 | 0.60× | 2.16× | ||
| Q3 25 | 0.59× | 1.98× | ||
| Q2 25 | 0.61× | 1.84× | ||
| Q1 25 | 0.69× | 1.81× | ||
| Q4 24 | 0.70× | 1.79× | ||
| Q3 24 | 0.67× | 1.67× | ||
| Q2 24 | 0.96× | 1.62× | ||
| Q1 24 | 0.95× | 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 | $108.0M | $235.7M |
| Free Cash FlowOCF − Capex | $46.0M | $119.3M |
| FCF MarginFCF / Revenue | 4.0% | 5.5% |
| Capex IntensityCapex / Revenue | 5.4% | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $284.0M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $108.0M | $235.7M | ||
| Q3 25 | $219.0M | $301.3M | ||
| Q2 25 | $237.0M | $225.9M | ||
| Q1 25 | $-4.0M | $160.7M | ||
| Q4 24 | $177.0M | $310.4M | ||
| Q3 24 | $162.0M | $235.4M | ||
| Q2 24 | $200.0M | $272.3M | ||
| Q1 24 | $2.0M | $249.6M |
| Q4 25 | $46.0M | $119.3M | ||
| Q3 25 | $127.0M | $151.6M | ||
| Q2 25 | $180.0M | $94.9M | ||
| Q1 25 | $-69.0M | $70.2M | ||
| Q4 24 | $130.0M | $171.4M | ||
| Q3 24 | $120.0M | $96.2M | ||
| Q2 24 | $166.0M | $161.5M | ||
| Q1 24 | $-22.0M | $150.9M |
| Q4 25 | 4.0% | 5.5% | ||
| Q3 25 | 11.2% | 6.7% | ||
| Q2 25 | 14.5% | 4.8% | ||
| Q1 25 | -5.8% | 3.6% | ||
| Q4 24 | 12.7% | 8.7% | ||
| Q3 24 | 11.7% | 4.8% | ||
| Q2 24 | 14.0% | 8.3% | ||
| Q1 24 | -1.8% | 7.5% |
| Q4 25 | 5.4% | 5.4% | ||
| Q3 25 | 8.1% | 6.7% | ||
| Q2 25 | 4.6% | 6.6% | ||
| Q1 25 | 5.4% | 4.6% | ||
| Q4 24 | 4.6% | 7.0% | ||
| Q3 24 | 4.1% | 6.9% | ||
| Q2 24 | 2.9% | 5.7% | ||
| Q1 24 | 2.0% | 4.9% |
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | 21.55× | 2.08× | ||
| Q1 25 | -0.06× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 0.45× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | 0.06× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ELAN
| Pet Health | $489.0M | 43% |
| Cattle | $296.0M | 26% |
| Poultry | $237.0M | 21% |
| Swine | $107.0M | 9% |
| Contract Manufacturing | $15.0M | 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% |
