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Side-by-side financial comparison of PACS Group, Inc. (PACS) 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 $1.4B, roughly 1.6× PACS Group, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 4.4%, a 0.1% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 10.1%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
PACS vs POST — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.4B | $2.2B |
| Net Profit | $59.7M | $96.8M |
| Gross Margin | — | 29.4% |
| Operating Margin | 7.0% | 11.0% |
| Net Margin | 4.4% | 4.5% |
| Revenue YoY | 18.4% | 10.1% |
| Net Profit YoY | 3022.5% | -14.6% |
| EPS (diluted) | $0.42 | $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 | $1.4B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.1B | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $981.4M | $1.9B | ||
| Q1 24 | $934.3M | $2.0B |
| Q4 25 | $59.7M | $96.8M | ||
| Q3 25 | $52.4M | $51.0M | ||
| Q2 25 | $51.0M | $108.8M | ||
| Q1 25 | $28.5M | $62.6M | ||
| Q4 24 | $1.9M | $113.3M | ||
| Q3 24 | $15.6M | $81.6M | ||
| Q2 24 | $-10.9M | $99.8M | ||
| Q1 24 | $49.1M | $97.2M |
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | 17.1% | 28.6% | ||
| Q2 24 | 22.3% | 29.6% | ||
| Q1 24 | 21.2% | 29.0% |
| Q4 25 | 7.0% | 11.0% | ||
| Q3 25 | 6.4% | 7.5% | ||
| Q2 25 | 6.2% | 11.8% | ||
| Q1 25 | 3.8% | 9.3% | ||
| Q4 24 | 1.7% | 10.8% | ||
| Q3 24 | 2.2% | 9.5% | ||
| Q2 24 | 0.1% | 10.4% | ||
| Q1 24 | 8.6% | 9.5% |
| Q4 25 | 4.4% | 4.5% | ||
| Q3 25 | 3.9% | 2.3% | ||
| Q2 25 | 3.9% | 5.5% | ||
| Q1 25 | 2.2% | 3.2% | ||
| Q4 24 | 0.2% | 5.7% | ||
| Q3 24 | 1.5% | 4.1% | ||
| Q2 24 | -1.1% | 5.1% | ||
| Q1 24 | 5.3% | 4.9% |
| Q4 25 | $0.42 | $1.71 | ||
| Q3 25 | $0.32 | $0.91 | ||
| Q2 25 | $0.31 | $1.79 | ||
| Q1 25 | $0.17 | $1.03 | ||
| Q4 24 | $-0.03 | $1.78 | ||
| Q3 24 | $0.10 | $1.28 | ||
| Q2 24 | $-0.07 | $1.53 | ||
| Q1 24 | $0.38 | $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 | $197.0M | $279.3M |
| Total DebtLower is stronger | $353.2M | $7.5B |
| Stockholders' EquityBook value | $946.8M | $3.5B |
| Total Assets | $5.6B | $13.0B |
| Debt / EquityLower = less leverage | 0.37× | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $197.0M | $279.3M | ||
| Q3 25 | $355.7M | $176.7M | ||
| Q2 25 | $294.2M | $1.1B | ||
| Q1 25 | $287.5M | $617.6M | ||
| Q4 24 | $157.7M | $872.9M | ||
| Q3 24 | $49.5M | $787.4M | ||
| Q2 24 | $73.4M | $333.8M | ||
| Q1 24 | $81.2M | $333.4M |
| Q4 25 | $353.2M | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $411.9M | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $946.8M | $3.5B | ||
| Q3 25 | $871.3M | $3.8B | ||
| Q2 25 | $806.8M | $4.0B | ||
| Q1 25 | $750.2M | $3.8B | ||
| Q4 24 | $709.6M | $3.9B | ||
| Q3 24 | $660.0M | $4.1B | ||
| Q2 24 | $572.1M | $3.9B | ||
| Q1 24 | $128.0M | $4.0B |
| Q4 25 | $5.6B | $13.0B | ||
| Q3 25 | $5.6B | $13.5B | ||
| Q2 25 | $5.5B | $13.4B | ||
| Q1 25 | $5.5B | $12.8B | ||
| Q4 24 | $5.2B | $12.8B | ||
| Q3 24 | $4.5B | $12.9B | ||
| Q2 24 | $3.9B | $12.1B | ||
| Q1 24 | $3.9B | $12.2B |
| Q4 25 | 0.37× | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.58× | 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 | $-3.4M | $235.7M |
| Free Cash FlowOCF − Capex | — | $119.3M |
| FCF MarginFCF / Revenue | — | 5.5% |
| Capex IntensityCapex / Revenue | — | 5.4% |
| Cash ConversionOCF / Net Profit | -0.06× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | — | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-3.4M | $235.7M | ||
| Q3 25 | $204.8M | $301.3M | ||
| Q2 25 | $52.6M | $225.9M | ||
| Q1 25 | $150.2M | $160.7M | ||
| Q4 24 | $64.6M | $310.4M | ||
| Q3 24 | $209.2M | $235.4M | ||
| Q2 24 | $34.8M | $272.3M | ||
| Q1 24 | $58.8M | $249.6M |
| 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 24 | — | $150.9M |
| 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 24 | — | 7.5% |
| 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 24 | — | 4.9% |
| Q4 25 | -0.06× | 2.43× | ||
| Q3 25 | 3.91× | 5.91× | ||
| Q2 25 | 1.03× | 2.08× | ||
| Q1 25 | 5.28× | 2.57× | ||
| Q4 24 | 33.78× | 2.74× | ||
| Q3 24 | 13.39× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | 1.20× | 2.57× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
PACS
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% |
