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Side-by-side financial comparison of NEWELL BRANDS INC. (NWL) 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 $1.9B, roughly 1.1× NEWELL BRANDS INC.). Post Holdings, Inc. runs the higher net margin — 4.5% vs -16.6%, a 21.1% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -2.7%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $91.0M). Over the past eight quarters, NEWELL BRANDS INC.'s revenue compounded faster (7.1% CAGR vs 4.3%).
Newell Brands Inc. is an American conglomerate of consumer and commercial products. The company's brands and products include Rubbermaid storage/or waste disposal containers; home organization and reusable container products; Contigo and Bubba water bottles; Coleman outdoor products; writing instruments glue ; children's products ; cookware and small appliances and fragrance products.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
NWL vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $2.2B |
| Net Profit | $-315.0M | $96.8M |
| Gross Margin | 33.1% | 29.4% |
| Operating Margin | -14.3% | 11.0% |
| Net Margin | -16.6% | 4.5% |
| Revenue YoY | -2.7% | 10.1% |
| Net Profit YoY | -483.3% | -14.6% |
| EPS (diluted) | $-0.75 | $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 | $1.9B | $2.2B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.9B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $1.7B | $2.0B |
| Q4 25 | $-315.0M | $96.8M | ||
| Q3 25 | $21.0M | $51.0M | ||
| Q2 25 | $46.0M | $108.8M | ||
| Q1 25 | $-37.0M | $62.6M | ||
| Q4 24 | $-54.0M | $113.3M | ||
| Q3 24 | $-198.0M | $81.6M | ||
| Q2 24 | $45.0M | $99.8M | ||
| Q1 24 | $-9.0M | $97.2M |
| Q4 25 | 33.1% | 29.4% | ||
| Q3 25 | 34.1% | 26.8% | ||
| Q2 25 | 35.4% | 30.0% | ||
| Q1 25 | 32.1% | 28.0% | ||
| Q4 24 | 34.2% | 30.1% | ||
| Q3 24 | 34.9% | 28.6% | ||
| Q2 24 | 34.4% | 29.6% | ||
| Q1 24 | 30.5% | 29.0% |
| Q4 25 | -14.3% | 11.0% | ||
| Q3 25 | 6.6% | 7.5% | ||
| Q2 25 | 8.8% | 11.8% | ||
| Q1 25 | 1.3% | 9.3% | ||
| Q4 24 | 0.5% | 10.8% | ||
| Q3 24 | -6.2% | 9.5% | ||
| Q2 24 | 8.0% | 10.4% | ||
| Q1 24 | 1.0% | 9.5% |
| Q4 25 | -16.6% | 4.5% | ||
| Q3 25 | 1.2% | 2.3% | ||
| Q2 25 | 2.4% | 5.5% | ||
| Q1 25 | -2.4% | 3.2% | ||
| Q4 24 | -2.8% | 5.7% | ||
| Q3 24 | -10.2% | 4.1% | ||
| Q2 24 | 2.2% | 5.1% | ||
| Q1 24 | -0.5% | 4.9% |
| Q4 25 | $-0.75 | $1.71 | ||
| Q3 25 | $0.05 | $0.91 | ||
| Q2 25 | $0.11 | $1.79 | ||
| Q1 25 | $-0.09 | $1.03 | ||
| Q4 24 | $-0.13 | $1.78 | ||
| Q3 24 | $-0.48 | $1.28 | ||
| Q2 24 | $0.11 | $1.53 | ||
| Q1 24 | $-0.02 | $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 | $203.0M | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $2.4B | $3.5B |
| Total Assets | $10.7B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $203.0M | $279.3M | ||
| Q3 25 | $229.0M | $176.7M | ||
| Q2 25 | $219.0M | $1.1B | ||
| Q1 25 | $233.0M | $617.6M | ||
| Q4 24 | $198.0M | $872.9M | ||
| Q3 24 | $494.0M | $787.4M | ||
| Q2 24 | $382.0M | $333.8M | ||
| Q1 24 | $372.0M | $333.4M |
| 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 24 | — | $6.4B |
| Q4 25 | $2.4B | $3.5B | ||
| Q3 25 | $2.7B | $3.8B | ||
| Q2 25 | $2.7B | $4.0B | ||
| Q1 25 | $2.7B | $3.8B | ||
| Q4 24 | $2.8B | $3.9B | ||
| Q3 24 | $2.9B | $4.1B | ||
| Q2 24 | $3.1B | $3.9B | ||
| Q1 24 | $3.1B | $4.0B |
| Q4 25 | $10.7B | $13.0B | ||
| Q3 25 | $11.3B | $13.5B | ||
| Q2 25 | $11.5B | $13.4B | ||
| Q1 25 | $11.3B | $12.8B | ||
| Q4 24 | $11.0B | $12.8B | ||
| Q3 24 | $11.8B | $12.9B | ||
| Q2 24 | $12.0B | $12.1B | ||
| Q1 24 | $12.1B | $12.2B |
| 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× | ||
| Q1 24 | — | 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 | $161.0M | $235.7M |
| Free Cash FlowOCF − Capex | $91.0M | $119.3M |
| FCF MarginFCF / Revenue | 4.8% | 5.5% |
| Capex IntensityCapex / Revenue | 3.7% | 5.4% |
| Cash ConversionOCF / Net Profit | — | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $17.0M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $161.0M | $235.7M | ||
| Q3 25 | $374.0M | $301.3M | ||
| Q2 25 | $-58.0M | $225.9M | ||
| Q1 25 | $-213.0M | $160.7M | ||
| Q4 24 | $150.0M | $310.4M | ||
| Q3 24 | $282.0M | $235.4M | ||
| Q2 24 | $32.0M | $272.3M | ||
| Q1 24 | $32.0M | $249.6M |
| Q4 25 | $91.0M | $119.3M | ||
| Q3 25 | $315.0M | $151.6M | ||
| Q2 25 | $-117.0M | $94.9M | ||
| Q1 25 | $-272.0M | $70.2M | ||
| Q4 24 | $54.0M | $171.4M | ||
| Q3 24 | $231.0M | $96.2M | ||
| Q2 24 | $-21.0M | $161.5M | ||
| Q1 24 | $-27.0M | $150.9M |
| Q4 25 | 4.8% | 5.5% | ||
| Q3 25 | 17.4% | 6.7% | ||
| Q2 25 | -6.0% | 4.8% | ||
| Q1 25 | -17.4% | 3.6% | ||
| Q4 24 | 2.8% | 8.7% | ||
| Q3 24 | 11.9% | 4.8% | ||
| Q2 24 | -1.0% | 8.3% | ||
| Q1 24 | -1.6% | 7.5% |
| Q4 25 | 3.7% | 5.4% | ||
| Q3 25 | 3.3% | 6.7% | ||
| Q2 25 | 3.0% | 6.6% | ||
| Q1 25 | 3.8% | 4.6% | ||
| Q4 24 | 4.9% | 7.0% | ||
| Q3 24 | 2.6% | 6.9% | ||
| Q2 24 | 2.6% | 5.7% | ||
| Q1 24 | 3.6% | 4.9% |
| Q4 25 | — | 2.43× | ||
| Q3 25 | 17.81× | 5.91× | ||
| Q2 25 | -1.26× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 0.71× | 2.73× | ||
| Q1 24 | — | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NWL
| Kitchen | $538.0M | 28% |
| Writing | $370.0M | 20% |
| Commercial | $320.0M | 17% |
| Financial Institution Two | $286.0M | 15% |
| Baby | $259.0M | 14% |
| Outdoor And Recreation | $142.0M | 7% |
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% |
