vs
Side-by-side financial comparison of Microchip Technology (MCHP) 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 $1.2B, roughly 1.8× Microchip Technology). Microchip Technology runs the higher net margin — 5.3% vs 4.5%, a 0.8% gap on every dollar of revenue. On growth, Microchip Technology posted the faster year-over-year revenue change (15.6% vs 10.1%). Microchip Technology produced more free cash flow last quarter ($318.9M vs $119.3M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -5.4%).
Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
MCHP vs POST — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.2B | $2.2B |
| Net Profit | $62.7M | $96.8M |
| Gross Margin | 59.6% | 29.4% |
| Operating Margin | 12.8% | 11.0% |
| Net Margin | 5.3% | 4.5% |
| Revenue YoY | 15.6% | 10.1% |
| Net Profit YoY | 217.0% | -14.6% |
| EPS (diluted) | $0.06 | $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 | $1.2B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $970.5M | $2.0B | ||
| Q4 24 | $1.0B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.3B | $2.0B |
| Q4 25 | $62.7M | $96.8M | ||
| Q3 25 | $41.7M | $51.0M | ||
| Q2 25 | $-18.6M | $108.8M | ||
| Q1 25 | $-154.6M | $62.6M | ||
| Q4 24 | $-53.6M | $113.3M | ||
| Q3 24 | $78.4M | $81.6M | ||
| Q2 24 | $129.3M | $99.8M | ||
| Q1 24 | $154.7M | $97.2M |
| Q4 25 | 59.6% | 29.4% | ||
| Q3 25 | 55.9% | 26.8% | ||
| Q2 25 | 53.6% | 30.0% | ||
| Q1 25 | 51.6% | 28.0% | ||
| Q4 24 | 54.7% | 30.1% | ||
| Q3 24 | 57.4% | 28.6% | ||
| Q2 24 | 59.4% | 29.6% | ||
| Q1 24 | 59.6% | 29.0% |
| Q4 25 | 12.8% | 11.0% | ||
| Q3 25 | 7.8% | 7.5% | ||
| Q2 25 | 3.0% | 11.8% | ||
| Q1 25 | -10.3% | 9.3% | ||
| Q4 24 | 3.0% | 10.8% | ||
| Q3 24 | 12.6% | 9.5% | ||
| Q2 24 | 17.7% | 10.4% | ||
| Q1 24 | 19.1% | 9.5% |
| Q4 25 | 5.3% | 4.5% | ||
| Q3 25 | 3.7% | 2.3% | ||
| Q2 25 | -1.7% | 5.5% | ||
| Q1 25 | -15.9% | 3.2% | ||
| Q4 24 | -5.2% | 5.7% | ||
| Q3 24 | 6.7% | 4.1% | ||
| Q2 24 | 10.4% | 5.1% | ||
| Q1 24 | 11.7% | 4.9% |
| Q4 25 | $0.06 | $1.71 | ||
| Q3 25 | $0.03 | $0.91 | ||
| Q2 25 | $-0.09 | $1.79 | ||
| Q1 25 | $-0.29 | $1.03 | ||
| Q4 24 | $-0.10 | $1.78 | ||
| Q3 24 | $0.14 | $1.28 | ||
| Q2 24 | $0.24 | $1.53 | ||
| Q1 24 | $0.29 | $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 | $250.7M | $279.3M |
| Total DebtLower is stronger | $5.4B | $7.5B |
| Stockholders' EquityBook value | $6.6B | $3.5B |
| Total Assets | $14.3B | $13.0B |
| Debt / EquityLower = less leverage | 0.82× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $250.7M | $279.3M | ||
| Q3 25 | $236.8M | $176.7M | ||
| Q2 25 | $566.5M | $1.1B | ||
| Q1 25 | $771.7M | $617.6M | ||
| Q4 24 | $586.0M | $872.9M | ||
| Q3 24 | $286.1M | $787.4M | ||
| Q2 24 | $315.1M | $333.8M | ||
| Q1 24 | $319.7M | $333.4M |
| Q4 25 | $5.4B | $7.5B | ||
| Q3 25 | $5.4B | $7.4B | ||
| Q2 25 | $5.5B | $7.3B | ||
| Q1 25 | $5.6B | $6.9B | ||
| Q4 24 | $6.7B | $6.9B | ||
| Q3 24 | $6.4B | $6.8B | ||
| Q2 24 | $6.2B | $6.4B | ||
| Q1 24 | $6.0B | $6.4B |
| Q4 25 | $6.6B | $3.5B | ||
| Q3 25 | $6.7B | $3.8B | ||
| Q2 25 | $6.9B | $4.0B | ||
| Q1 25 | $7.1B | $3.8B | ||
| Q4 24 | $6.0B | $3.9B | ||
| Q3 24 | $6.3B | $4.1B | ||
| Q2 24 | $6.4B | $3.9B | ||
| Q1 24 | $6.7B | $4.0B |
| Q4 25 | $14.3B | $13.0B | ||
| Q3 25 | $14.5B | $13.5B | ||
| Q2 25 | $15.0B | $13.4B | ||
| Q1 25 | $15.4B | $12.8B | ||
| Q4 24 | $15.6B | $12.8B | ||
| Q3 24 | $15.6B | $12.9B | ||
| Q2 24 | $15.8B | $12.1B | ||
| Q1 24 | $15.9B | $12.2B |
| Q4 25 | 0.82× | 2.16× | ||
| Q3 25 | 0.80× | 1.98× | ||
| Q2 25 | 0.80× | 1.84× | ||
| Q1 25 | 0.80× | 1.81× | ||
| Q4 24 | 1.12× | 1.79× | ||
| Q3 24 | 1.02× | 1.67× | ||
| Q2 24 | 0.96× | 1.62× | ||
| Q1 24 | 0.90× | 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 | $341.4M | $235.7M |
| Free Cash FlowOCF − Capex | $318.9M | $119.3M |
| FCF MarginFCF / Revenue | 26.9% | 5.5% |
| Capex IntensityCapex / Revenue | 1.9% | 5.4% |
| Cash ConversionOCF / Net Profit | 5.44× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $819.9M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $341.4M | $235.7M | ||
| Q3 25 | $88.1M | $301.3M | ||
| Q2 25 | $275.6M | $225.9M | ||
| Q1 25 | $205.9M | $160.7M | ||
| Q4 24 | $271.5M | $310.4M | ||
| Q3 24 | $43.6M | $235.4M | ||
| Q2 24 | $377.1M | $272.3M | ||
| Q1 24 | $430.0M | $249.6M |
| Q4 25 | $318.9M | $119.3M | ||
| Q3 25 | $51.6M | $151.6M | ||
| Q2 25 | $257.7M | $94.9M | ||
| Q1 25 | $191.7M | $70.2M | ||
| Q4 24 | $253.4M | $171.4M | ||
| Q3 24 | $22.8M | $96.2M | ||
| Q2 24 | $304.2M | $161.5M | ||
| Q1 24 | $389.9M | $150.9M |
| Q4 25 | 26.9% | 5.5% | ||
| Q3 25 | 4.5% | 6.7% | ||
| Q2 25 | 24.0% | 4.8% | ||
| Q1 25 | 19.8% | 3.6% | ||
| Q4 24 | 24.7% | 8.7% | ||
| Q3 24 | 2.0% | 4.8% | ||
| Q2 24 | 24.5% | 8.3% | ||
| Q1 24 | 29.4% | 7.5% |
| Q4 25 | 1.9% | 5.4% | ||
| Q3 25 | 3.2% | 6.7% | ||
| Q2 25 | 1.7% | 6.6% | ||
| Q1 25 | 1.5% | 4.6% | ||
| Q4 24 | 1.8% | 7.0% | ||
| Q3 24 | 1.8% | 6.9% | ||
| Q2 24 | 5.9% | 5.7% | ||
| Q1 24 | 3.0% | 4.9% |
| Q4 25 | 5.44× | 2.43× | ||
| Q3 25 | 2.11× | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 0.56× | 2.88× | ||
| Q2 24 | 2.92× | 2.73× | ||
| Q1 24 | 2.78× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MCHP
| Mixed Signal Microcontrollers | $586.5M | 49% |
| Analog | $322.9M | 27% |
| Other Product Line | $276.6M | 23% |
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% |
