vs
Side-by-side financial comparison of GRAPHIC PACKAGING HOLDING CO (GPK) 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 $2.1B, roughly 1.0× GRAPHIC PACKAGING HOLDING CO). Post Holdings, Inc. runs the higher net margin — 4.5% vs 3.4%, a 1.1% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 0.2%). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -3.5%).
Graphic Packaging International is a Fortune 500 corporation based in Atlanta, Georgia, United States. It designs and manufactures packaging solutions for commercial products. GPI manufactures paperboard and folding cartons for a wide range of popular consumer goods, particularly beverages and packaged food. The company operates paperboard mills in Kalamazoo, Michigan; Macon, Georgia; Middletown, Ohio; Prosperity, South Carolina; Texarkana, Texas; and West Monroe, Louisiana, that use recycled...
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
GPK vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.1B | $2.2B |
| Net Profit | $71.0M | $96.8M |
| Gross Margin | 14.1% | 29.4% |
| Operating Margin | 7.4% | 11.0% |
| Net Margin | 3.4% | 4.5% |
| Revenue YoY | 0.2% | 10.1% |
| Net Profit YoY | -48.6% | -14.6% |
| EPS (diluted) | $0.24 | $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 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.2B | $2.0B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.1B | $2.0B | ||
| Q3 24 | $2.2B | $2.0B | ||
| Q2 24 | $2.2B | $1.9B | ||
| Q1 24 | $2.3B | $2.0B |
| Q4 25 | $71.0M | $96.8M | ||
| Q3 25 | $142.0M | $51.0M | ||
| Q2 25 | $104.0M | $108.8M | ||
| Q1 25 | $127.0M | $62.6M | ||
| Q4 24 | $138.0M | $113.3M | ||
| Q3 24 | $165.0M | $81.6M | ||
| Q2 24 | $190.0M | $99.8M | ||
| Q1 24 | $165.0M | $97.2M |
| Q4 25 | 14.1% | 29.4% | ||
| Q3 25 | 19.6% | 26.8% | ||
| Q2 25 | 18.7% | 30.0% | ||
| Q1 25 | 20.6% | 28.0% | ||
| Q4 24 | 21.4% | 30.1% | ||
| Q3 24 | 22.3% | 28.6% | ||
| Q2 24 | 21.2% | 29.6% | ||
| Q1 24 | 23.0% | 29.0% |
| Q4 25 | 7.4% | 11.0% | ||
| Q3 25 | 10.7% | 7.5% | ||
| Q2 25 | 8.8% | 11.8% | ||
| Q1 25 | 10.5% | 9.3% | ||
| Q4 24 | 11.4% | 10.8% | ||
| Q3 24 | 12.6% | 9.5% | ||
| Q2 24 | 14.5% | 10.4% | ||
| Q1 24 | 12.4% | 9.5% |
| Q4 25 | 3.4% | 4.5% | ||
| Q3 25 | 6.5% | 2.3% | ||
| Q2 25 | 4.7% | 5.5% | ||
| Q1 25 | 6.0% | 3.2% | ||
| Q4 24 | 6.6% | 5.7% | ||
| Q3 24 | 7.5% | 4.1% | ||
| Q2 24 | 8.5% | 5.1% | ||
| Q1 24 | 7.3% | 4.9% |
| Q4 25 | $0.24 | $1.71 | ||
| Q3 25 | $0.48 | $0.91 | ||
| Q2 25 | $0.34 | $1.79 | ||
| Q1 25 | $0.42 | $1.03 | ||
| Q4 24 | $0.46 | $1.78 | ||
| Q3 24 | $0.55 | $1.28 | ||
| Q2 24 | $0.62 | $1.53 | ||
| Q1 24 | $0.53 | $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 | $261.0M | $279.3M |
| Total DebtLower is stronger | $5.0B | $7.5B |
| Stockholders' EquityBook value | $3.3B | $3.5B |
| Total Assets | $11.8B | $13.0B |
| Debt / EquityLower = less leverage | 1.51× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $261.0M | $279.3M | ||
| Q3 25 | $120.0M | $176.7M | ||
| Q2 25 | $120.0M | $1.1B | ||
| Q1 25 | $129.0M | $617.6M | ||
| Q4 24 | $157.0M | $872.9M | ||
| Q3 24 | $126.0M | $787.4M | ||
| Q2 24 | $125.0M | $333.8M | ||
| Q1 24 | $136.0M | $333.4M |
| Q4 25 | $5.0B | $7.5B | ||
| Q3 25 | $5.5B | $7.4B | ||
| Q2 25 | $5.4B | $7.3B | ||
| Q1 25 | $5.7B | $6.9B | ||
| Q4 24 | $5.1B | $6.9B | ||
| Q3 24 | $5.4B | $6.8B | ||
| Q2 24 | $4.9B | $6.4B | ||
| Q1 24 | $4.9B | $6.4B |
| Q4 25 | $3.3B | $3.5B | ||
| Q3 25 | $3.3B | $3.8B | ||
| Q2 25 | $3.2B | $4.0B | ||
| Q1 25 | $3.2B | $3.8B | ||
| Q4 24 | $3.0B | $3.9B | ||
| Q3 24 | $3.0B | $4.1B | ||
| Q2 24 | $2.8B | $3.9B | ||
| Q1 24 | $2.9B | $4.0B |
| Q4 25 | $11.8B | $13.0B | ||
| Q3 25 | $11.9B | $13.5B | ||
| Q2 25 | $11.8B | $13.4B | ||
| Q1 25 | $11.5B | $12.8B | ||
| Q4 24 | $11.1B | $12.8B | ||
| Q3 24 | $11.2B | $12.9B | ||
| Q2 24 | $10.8B | $12.1B | ||
| Q1 24 | $11.3B | $12.2B |
| Q4 25 | 1.51× | 2.16× | ||
| Q3 25 | 1.67× | 1.98× | ||
| Q2 25 | 1.68× | 1.84× | ||
| Q1 25 | 1.80× | 1.81× | ||
| Q4 24 | 1.71× | 1.79× | ||
| Q3 24 | 1.79× | 1.67× | ||
| Q2 24 | 1.75× | 1.62× | ||
| Q1 24 | 1.73× | 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 | $521.0M | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | 7.34× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $521.0M | $235.7M | ||
| Q3 25 | $227.0M | $301.3M | ||
| Q2 25 | $267.0M | $225.9M | ||
| Q1 25 | $-174.0M | $160.7M | ||
| Q4 24 | $489.0M | $310.4M | ||
| Q3 24 | $187.0M | $235.4M | ||
| Q2 24 | $161.0M | $272.3M | ||
| Q1 24 | $3.0M | $249.6M |
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | — | $150.9M |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | 7.34× | 2.43× | ||
| Q3 25 | 1.60× | 5.91× | ||
| Q2 25 | 2.57× | 2.08× | ||
| Q1 25 | -1.37× | 2.57× | ||
| Q4 24 | 3.54× | 2.74× | ||
| Q3 24 | 1.13× | 2.88× | ||
| Q2 24 | 0.85× | 2.73× | ||
| Q1 24 | 0.02× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
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% |
