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Side-by-side financial comparison of Incyte (INCY) 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 $1.3B, roughly 1.7× Incyte). Incyte runs the higher net margin — 23.8% vs 4.5%, a 19.4% gap on every dollar of revenue. On growth, Incyte posted the faster year-over-year revenue change (20.9% vs 10.1%). Over the past eight quarters, Incyte's revenue compounded faster (10.4% CAGR vs 4.3%).
Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europe, and Asia.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
INCY vs POST — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.3B | $2.2B |
| Net Profit | $303.3M | $96.8M |
| Gross Margin | — | 29.4% |
| Operating Margin | 23.7% | 11.0% |
| Net Margin | 23.8% | 4.5% |
| Revenue YoY | 20.9% | 10.1% |
| Net Profit YoY | 91.7% | -14.6% |
| EPS (diluted) | $1.47 | $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.
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.0B | $1.9B |
| Q1 26 | $303.3M | — | ||
| Q4 25 | $299.3M | $96.8M | ||
| Q3 25 | $424.2M | $51.0M | ||
| Q2 25 | $405.0M | $108.8M | ||
| Q1 25 | $158.2M | $62.6M | ||
| Q4 24 | $201.2M | $113.3M | ||
| Q3 24 | $106.5M | $81.6M | ||
| Q2 24 | $-444.6M | $99.8M |
| Q1 26 | — | — | ||
| Q4 25 | 92.0% | 29.4% | ||
| Q3 25 | 92.8% | 26.8% | ||
| Q2 25 | 93.5% | 30.0% | ||
| Q1 25 | 93.0% | 28.0% | ||
| Q4 24 | 92.5% | 30.1% | ||
| Q3 24 | 92.4% | 28.6% | ||
| Q2 24 | 92.7% | 29.6% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | 22.3% | 11.0% | ||
| Q3 25 | 32.5% | 7.5% | ||
| Q2 25 | 43.6% | 11.8% | ||
| Q1 25 | 19.5% | 9.3% | ||
| Q4 24 | 25.6% | 10.8% | ||
| Q3 24 | 12.8% | 9.5% | ||
| Q2 24 | -45.8% | 10.4% |
| Q1 26 | 23.8% | — | ||
| Q4 25 | 19.9% | 4.5% | ||
| Q3 25 | 31.1% | 2.3% | ||
| Q2 25 | 33.3% | 5.5% | ||
| Q1 25 | 15.0% | 3.2% | ||
| Q4 24 | 17.1% | 5.7% | ||
| Q3 24 | 9.4% | 4.1% | ||
| Q2 24 | -42.6% | 5.1% |
| Q1 26 | $1.47 | — | ||
| Q4 25 | $1.46 | $1.71 | ||
| Q3 25 | $2.11 | $0.91 | ||
| Q2 25 | $2.04 | $1.79 | ||
| Q1 25 | $0.80 | $1.03 | ||
| Q4 24 | $0.90 | $1.78 | ||
| Q3 24 | $0.54 | $1.28 | ||
| Q2 24 | $-2.04 | $1.53 |
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 | — | $7.5B |
| Stockholders' EquityBook value | $5.6B | $3.5B |
| Total Assets | $7.3B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $279.3M | ||
| Q3 25 | $2.5B | $176.7M | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $1.9B | $617.6M | ||
| Q4 24 | $1.7B | $872.9M | ||
| Q3 24 | $1.3B | $787.4M | ||
| Q2 24 | $987.3M | $333.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.2B | $3.5B | ||
| Q3 25 | $4.7B | $3.8B | ||
| Q2 25 | $4.2B | $4.0B | ||
| Q1 25 | $3.7B | $3.8B | ||
| Q4 24 | $3.4B | $3.9B | ||
| Q3 24 | $3.2B | $4.1B | ||
| Q2 24 | $3.0B | $3.9B |
| Q1 26 | $7.3B | — | ||
| Q4 25 | $7.0B | $13.0B | ||
| Q3 25 | $6.3B | $13.5B | ||
| Q2 25 | $5.8B | $13.4B | ||
| Q1 25 | $5.7B | $12.8B | ||
| Q4 24 | $5.4B | $12.8B | ||
| Q3 24 | $5.0B | $12.9B | ||
| Q2 24 | $4.7B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
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 | — | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $543.3M | $235.7M | ||
| Q3 25 | $559.4M | $301.3M | ||
| Q2 25 | $44.7M | $225.9M | ||
| Q1 25 | $266.1M | $160.7M | ||
| Q4 24 | $381.2M | $310.4M | ||
| Q3 24 | $310.9M | $235.4M | ||
| Q2 24 | $-575.6M | $272.3M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 1.82× | 2.43× | ||
| Q3 25 | 1.32× | 5.91× | ||
| Q2 25 | 0.11× | 2.08× | ||
| Q1 25 | 1.68× | 2.57× | ||
| Q4 24 | 1.89× | 2.74× | ||
| Q3 24 | 2.92× | 2.88× | ||
| Q2 24 | — | 2.73× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
INCY
Segment breakdown not available.
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% |
