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Side-by-side financial comparison of Jefferies Financial Group Inc. (JEF) 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 $1.7B, roughly 1.3× Jefferies Financial Group Inc.). Jefferies Financial Group Inc. runs the higher net margin — 12.6% vs 4.5%, a 8.2% gap on every dollar of revenue. Jefferies Financial Group Inc. produced more free cash flow last quarter ($1.9B vs $119.3M).
Jefferies Financial Group Inc. is an American financial services company based in New York City. It is listed on the New York Stock Exchange and is a part of the Fortune 1000.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
JEF vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.7B | $2.2B |
| Net Profit | $211.3M | $96.8M |
| Gross Margin | 95.7% | 29.4% |
| Operating Margin | 15.2% | 11.0% |
| Net Margin | 12.6% | 4.5% |
| Revenue YoY | — | 10.1% |
| Net Profit YoY | — | -14.6% |
| EPS (diluted) | $0.85 | $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 | $1.7B | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.0B | $1.9B | ||
| Q1 24 | $971.2M | $2.0B |
| Q4 25 | $211.3M | $96.8M | ||
| Q3 25 | $242.5M | $51.0M | ||
| Q2 25 | $91.4M | $108.8M | ||
| Q1 25 | $136.8M | $62.6M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $181.0M | $81.6M | ||
| Q2 24 | $154.7M | $99.8M | ||
| Q1 24 | $156.4M | $97.2M |
| Q4 25 | 95.7% | 29.4% | ||
| Q3 25 | 97.7% | 26.8% | ||
| Q2 25 | 96.5% | 30.0% | ||
| Q1 25 | 96.4% | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | 96.9% | 28.6% | ||
| Q2 24 | 96.4% | 29.6% | ||
| Q1 24 | 96.4% | 29.0% |
| Q4 25 | 15.2% | 11.0% | ||
| Q3 25 | 22.1% | 7.5% | ||
| Q2 25 | 11.0% | 11.8% | ||
| Q1 25 | 13.2% | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | 20.7% | 9.5% | ||
| Q2 24 | 22.0% | 10.4% | ||
| Q1 24 | 22.7% | 9.5% |
| Q4 25 | 12.6% | 4.5% | ||
| Q3 25 | 16.1% | 2.3% | ||
| Q2 25 | 7.4% | 5.5% | ||
| Q1 25 | 12.0% | 3.2% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 14.8% | 4.1% | ||
| Q2 24 | 14.9% | 5.1% | ||
| Q1 24 | 16.1% | 4.9% |
| Q4 25 | $0.85 | $1.71 | ||
| Q3 25 | $1.01 | $0.91 | ||
| Q2 25 | $0.40 | $1.79 | ||
| Q1 25 | $0.57 | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | $0.75 | $1.28 | ||
| Q2 24 | $0.64 | $1.53 | ||
| Q1 24 | $0.66 | $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 | $14.0B | $279.3M |
| Total DebtLower is stronger | $15.9B | $7.5B |
| Stockholders' EquityBook value | $10.6B | $3.5B |
| Total Assets | $76.0B | $13.0B |
| Debt / EquityLower = less leverage | 1.50× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $14.0B | $279.3M | ||
| Q3 25 | $11.5B | $176.7M | ||
| Q2 25 | $11.3B | $1.1B | ||
| Q1 25 | $11.2B | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | $10.6B | $787.4M | ||
| Q2 24 | $10.8B | $333.8M | ||
| Q1 24 | $7.6B | $333.4M |
| Q4 25 | $15.9B | $7.5B | ||
| Q3 25 | $16.0B | $7.4B | ||
| Q2 25 | $15.4B | $7.3B | ||
| Q1 25 | $14.8B | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | $12.9B | $6.8B | ||
| Q2 24 | $12.7B | $6.4B | ||
| Q1 24 | $9.9B | $6.4B |
| Q4 25 | $10.6B | $3.5B | ||
| Q3 25 | $10.4B | $3.8B | ||
| Q2 25 | $10.3B | $4.0B | ||
| Q1 25 | $10.2B | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $10.0B | $4.1B | ||
| Q2 24 | $9.9B | $3.9B | ||
| Q1 24 | $9.8B | $4.0B |
| Q4 25 | $76.0B | $13.0B | ||
| Q3 25 | $69.3B | $13.5B | ||
| Q2 25 | $67.3B | $13.4B | ||
| Q1 25 | $70.2B | $12.8B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | $63.3B | $12.9B | ||
| Q2 24 | $63.0B | $12.1B | ||
| Q1 24 | $60.9B | $12.2B |
| Q4 25 | 1.50× | 2.16× | ||
| Q3 25 | 1.53× | 1.98× | ||
| Q2 25 | 1.49× | 1.84× | ||
| Q1 25 | 1.45× | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | 1.29× | 1.67× | ||
| Q2 24 | 1.28× | 1.62× | ||
| Q1 24 | 1.01× | 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 | $2.0B | $235.7M |
| Free Cash FlowOCF − Capex | $1.9B | $119.3M |
| FCF MarginFCF / Revenue | 114.2% | 5.5% |
| Capex IntensityCapex / Revenue | 3.4% | 5.4% |
| Cash ConversionOCF / Net Profit | 9.30× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $-1.7B | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.0B | $235.7M | ||
| Q3 25 | $184.2M | $301.3M | ||
| Q2 25 | $-978.3M | $225.9M | ||
| Q1 25 | $-2.7B | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | — | $235.4M | ||
| Q2 24 | — | $272.3M | ||
| Q1 24 | $-1.3B | $249.6M |
| Q4 25 | $1.9B | $119.3M | ||
| Q3 25 | $126.0M | $151.6M | ||
| Q2 25 | $-1.0B | $94.9M | ||
| Q1 25 | $-2.7B | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | $-1.4B | $150.9M |
| Q4 25 | 114.2% | 5.5% | ||
| Q3 25 | 8.4% | 6.7% | ||
| Q2 25 | -83.3% | 4.8% | ||
| Q1 25 | -237.2% | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | -139.4% | 7.5% |
| Q4 25 | 3.4% | 5.4% | ||
| Q3 25 | 3.9% | 6.7% | ||
| Q2 25 | 3.6% | 6.6% | ||
| Q1 25 | 4.3% | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | 9.9% | 4.9% |
| Q4 25 | 9.30× | 2.43× | ||
| Q3 25 | 0.76× | 5.91× | ||
| Q2 25 | -10.70× | 2.08× | ||
| Q1 25 | -19.48× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | -8.04× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
JEF
| Investment Banking Underwriting | $555.6M | 33% |
| Principal Transactions Revenue | $378.3M | 23% |
| Commissions And Other Fees | $356.0M | 21% |
| Other | $177.8M | 11% |
| Internet Connection And Boadband Revenue | $57.0M | 3% |
| Other Sources Of Revenue Miscellaneous | $53.3M | 3% |
| Real Estate | $50.7M | 3% |
| Strategic Affiliates Revenue | $13.8M | 1% |
| Asset Management1 | $12.1M | 1% |
| Fixed Income Services | $1.6M | 0% |
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% |
