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Side-by-side financial comparison of Kyndryl Holdings, Inc. (KD) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Kyndryl Holdings, Inc. is the larger business by last-quarter revenue ($3.9B vs $2.2B, roughly 1.8× Post Holdings, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 1.5%, a 3.0% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 3.1%). Kyndryl Holdings, Inc. produced more free cash flow last quarter ($208.0M vs $119.3M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 0.1%).
Kyndryl Holdings, Inc. is an American multinational information technology infrastructure services provider, headquartered in New York City and created from the spin-off of IBM's infrastructure services business in 2021. The company designs, builds, manages and develops large-scale information systems. The company also has business advisory services. It is currently the world's largest IT infrastructure services provider, and the fifth-largest consulting provider.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
KD vs POST — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.9B | $2.2B |
| Net Profit | $57.0M | $96.8M |
| Gross Margin | 21.8% | 29.4% |
| Operating Margin | 2.4% | 11.0% |
| Net Margin | 1.5% | 4.5% |
| Revenue YoY | 3.1% | 10.1% |
| Net Profit YoY | -73.5% | -14.6% |
| EPS (diluted) | $0.25 | $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 | $3.9B | $2.2B | ||
| Q3 25 | $3.7B | $2.2B | ||
| Q2 25 | $3.7B | $2.0B | ||
| Q1 25 | $3.8B | $2.0B | ||
| Q4 24 | $3.7B | $2.0B | ||
| Q3 24 | $3.8B | $2.0B | ||
| Q2 24 | $3.7B | $1.9B | ||
| Q1 24 | $3.9B | $2.0B |
| Q4 25 | $57.0M | $96.8M | ||
| Q3 25 | $68.0M | $51.0M | ||
| Q2 25 | $56.0M | $108.8M | ||
| Q1 25 | $69.0M | $62.6M | ||
| Q4 24 | $215.0M | $113.3M | ||
| Q3 24 | $-43.0M | $81.6M | ||
| Q2 24 | $11.0M | $99.8M | ||
| Q1 24 | $-45.0M | $97.2M |
| Q4 25 | 21.8% | 29.4% | ||
| Q3 25 | 21.5% | 26.8% | ||
| Q2 25 | 21.3% | 30.0% | ||
| Q1 25 | 21.7% | 28.0% | ||
| Q4 24 | 20.4% | 30.1% | ||
| Q3 24 | 19.9% | 28.6% | ||
| Q2 24 | 21.5% | 29.6% | ||
| Q1 24 | 18.6% | 29.0% |
| Q4 25 | 2.4% | 11.0% | ||
| Q3 25 | 2.6% | 7.5% | ||
| Q2 25 | 2.5% | 11.8% | ||
| Q1 25 | 3.1% | 9.3% | ||
| Q4 24 | 6.9% | 10.8% | ||
| Q3 24 | -0.1% | 9.5% | ||
| Q2 24 | 1.7% | 10.4% | ||
| Q1 24 | -0.1% | 9.5% |
| Q4 25 | 1.5% | 4.5% | ||
| Q3 25 | 1.8% | 2.3% | ||
| Q2 25 | 1.5% | 5.5% | ||
| Q1 25 | 1.8% | 3.2% | ||
| Q4 24 | 5.7% | 5.7% | ||
| Q3 24 | -1.1% | 4.1% | ||
| Q2 24 | 0.3% | 5.1% | ||
| Q1 24 | -1.2% | 4.9% |
| Q4 25 | $0.25 | $1.71 | ||
| Q3 25 | $0.29 | $0.91 | ||
| Q2 25 | $0.23 | $1.79 | ||
| Q1 25 | $0.30 | $1.03 | ||
| Q4 24 | $0.89 | $1.78 | ||
| Q3 24 | $-0.19 | $1.28 | ||
| Q2 24 | $0.05 | $1.53 | ||
| Q1 24 | $-0.19 | $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 | $1.3B | $279.3M |
| Total DebtLower is stronger | $2.3B | $7.5B |
| Stockholders' EquityBook value | $1.2B | $3.5B |
| Total Assets | $11.3B | $13.0B |
| Debt / EquityLower = less leverage | 1.92× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.3B | $279.3M | ||
| Q3 25 | $1.3B | $176.7M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.8B | $617.6M | ||
| Q4 24 | $1.5B | $872.9M | ||
| Q3 24 | $1.3B | $787.4M | ||
| Q2 24 | $1.3B | $333.8M | ||
| Q1 24 | $1.6B | $333.4M |
| Q4 25 | $2.3B | $7.5B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $3.0B | $7.3B | ||
| Q1 25 | $3.0B | $6.9B | ||
| Q4 24 | $3.1B | $6.9B | ||
| Q3 24 | $3.1B | $6.8B | ||
| Q2 24 | $3.1B | $6.4B | ||
| Q1 24 | $3.1B | $6.4B |
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.2B | $3.8B | ||
| Q2 25 | $1.2B | $4.0B | ||
| Q1 25 | $1.2B | $3.8B | ||
| Q4 24 | $1.1B | $3.9B | ||
| Q3 24 | $1.1B | $4.1B | ||
| Q2 24 | $996.0M | $3.9B | ||
| Q1 24 | $1.0B | $4.0B |
| Q4 25 | $11.3B | $13.0B | ||
| Q3 25 | $11.2B | $13.5B | ||
| Q2 25 | $11.5B | $13.4B | ||
| Q1 25 | $10.5B | $12.8B | ||
| Q4 24 | $9.9B | $12.8B | ||
| Q3 24 | $10.4B | $12.9B | ||
| Q2 24 | $10.2B | $12.1B | ||
| Q1 24 | $10.6B | $12.2B |
| Q4 25 | 1.92× | 2.16× | ||
| Q3 25 | 2.45× | 1.98× | ||
| Q2 25 | 2.44× | 1.84× | ||
| Q1 25 | 2.50× | 1.81× | ||
| Q4 24 | 2.81× | 1.79× | ||
| Q3 24 | 2.92× | 1.67× | ||
| Q2 24 | 3.12× | 1.62× | ||
| Q1 24 | 3.07× | 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 | $428.0M | $235.7M |
| Free Cash FlowOCF − Capex | $208.0M | $119.3M |
| FCF MarginFCF / Revenue | 5.4% | 5.5% |
| Capex IntensityCapex / Revenue | 5.7% | 5.4% |
| Cash ConversionOCF / Net Profit | 7.51× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $299.0M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $428.0M | $235.7M | ||
| Q3 25 | $146.0M | $301.3M | ||
| Q2 25 | $-124.0M | $225.9M | ||
| Q1 25 | $581.0M | $160.7M | ||
| Q4 24 | $260.0M | $310.4M | ||
| Q3 24 | $149.0M | $235.4M | ||
| Q2 24 | $-48.0M | $272.3M | ||
| Q1 24 | $145.0M | $249.6M |
| Q4 25 | $208.0M | $119.3M | ||
| Q3 25 | $17.0M | $151.6M | ||
| Q2 25 | $-267.0M | $94.9M | ||
| Q1 25 | $341.0M | $70.2M | ||
| Q4 24 | $151.0M | $171.4M | ||
| Q3 24 | $15.0M | $96.2M | ||
| Q2 24 | $-170.0M | $161.5M | ||
| Q1 24 | $-57.0M | $150.9M |
| Q4 25 | 5.4% | 5.5% | ||
| Q3 25 | 0.5% | 6.7% | ||
| Q2 25 | -7.1% | 4.8% | ||
| Q1 25 | 9.0% | 3.6% | ||
| Q4 24 | 4.0% | 8.7% | ||
| Q3 24 | 0.4% | 4.8% | ||
| Q2 24 | -4.5% | 8.3% | ||
| Q1 24 | -1.5% | 7.5% |
| Q4 25 | 5.7% | 5.4% | ||
| Q3 25 | 3.5% | 6.7% | ||
| Q2 25 | 3.8% | 6.6% | ||
| Q1 25 | 6.3% | 4.6% | ||
| Q4 24 | 2.9% | 7.0% | ||
| Q3 24 | 3.6% | 6.9% | ||
| Q2 24 | 3.3% | 5.7% | ||
| Q1 24 | 5.2% | 4.9% |
| Q4 25 | 7.51× | 2.43× | ||
| Q3 25 | 2.15× | 5.91× | ||
| Q2 25 | -2.21× | 2.08× | ||
| Q1 25 | 8.42× | 2.57× | ||
| Q4 24 | 1.21× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | -4.36× | 2.73× | ||
| Q1 24 | — | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KD
| Principal Markets Segment | $1.4B | 37% |
| United States Segment | $958.0M | 25% |
| Strategic Markets Segment | $905.0M | 23% |
| Other | $568.0M | 15% |
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% |
