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Side-by-side financial comparison of Post Holdings, Inc. (POST) and PERRIGO Co plc (PRGO). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.1B, roughly 2.0× PERRIGO Co plc). Post Holdings, Inc. runs the higher net margin — 4.5% vs -127.8%, a 132.3% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -2.5%). PERRIGO Co plc produced more free cash flow last quarter ($148.6M vs $119.3M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 1.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Perrigo Company plc is an American Irish-registered manufacturer of private label over-the-counter pharmaceuticals, and while 70% of Perrigo's net sales are from the U.S. healthcare system, Perrigo is legally headquartered in Ireland for tax purposes, which accounts for 0.60% of net sales. In 2013, Perrigo completed the sixth-largest US corporate tax inversion in history when it reregistered its tax status to Ireland to avoid U.S. corporate taxes. Perrigo maintains its corporate headquarters ...
POST vs PRGO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.1B |
| Net Profit | $96.8M | $-1.4B |
| Gross Margin | 29.4% | 32.6% |
| Operating Margin | 11.0% | -116.0% |
| Net Margin | 4.5% | -127.8% |
| Revenue YoY | 10.1% | -2.5% |
| Net Profit YoY | -14.6% | -3093.9% |
| EPS (diluted) | $1.71 | $-10.23 |
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 | $2.2B | $1.1B | ||
| Q3 25 | $2.2B | $1.0B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $2.0B | $1.1B |
| Q4 25 | $96.8M | $-1.4B | ||
| Q3 25 | $51.0M | $7.5M | ||
| Q2 25 | $108.8M | $-8.4M | ||
| Q1 25 | $62.6M | $-6.4M | ||
| Q4 24 | $113.3M | $-44.4M | ||
| Q3 24 | $81.6M | $-21.0M | ||
| Q2 24 | $99.8M | $-108.4M | ||
| Q1 24 | $97.2M | $2.0M |
| Q4 25 | 29.4% | 32.6% | ||
| Q3 25 | 26.8% | 36.1% | ||
| Q2 25 | 30.0% | 34.4% | ||
| Q1 25 | 28.0% | 37.6% | ||
| Q4 24 | 30.1% | 33.9% | ||
| Q3 24 | 28.6% | 37.2% | ||
| Q2 24 | 29.6% | 37.0% | ||
| Q1 24 | 29.0% | 33.1% |
| Q4 25 | 11.0% | -116.0% | ||
| Q3 25 | 7.5% | 7.0% | ||
| Q2 25 | 11.8% | 4.3% | ||
| Q1 25 | 9.3% | 4.5% | ||
| Q4 24 | 10.8% | 10.0% | ||
| Q3 24 | 9.5% | 7.4% | ||
| Q2 24 | 10.4% | -2.5% | ||
| Q1 24 | 9.5% | -5.1% |
| Q4 25 | 4.5% | -127.8% | ||
| Q3 25 | 2.3% | 0.7% | ||
| Q2 25 | 5.5% | -0.8% | ||
| Q1 25 | 3.2% | -0.6% | ||
| Q4 24 | 5.7% | -3.9% | ||
| Q3 24 | 4.1% | -1.9% | ||
| Q2 24 | 5.1% | -10.2% | ||
| Q1 24 | 4.9% | 0.2% |
| Q4 25 | $1.71 | $-10.23 | ||
| Q3 25 | $0.91 | $0.05 | ||
| Q2 25 | $1.79 | $-0.06 | ||
| Q1 25 | $1.03 | $-0.05 | ||
| Q4 24 | $1.78 | $-0.32 | ||
| Q3 24 | $1.28 | $-0.15 | ||
| Q2 24 | $1.53 | $-0.79 | ||
| Q1 24 | $1.48 | $0.01 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $279.3M | — |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $2.9B |
| Total Assets | $13.0B | $8.5B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | $432.1M | ||
| Q2 25 | $1.1B | $454.2M | ||
| Q1 25 | $617.6M | $409.9M | ||
| Q4 24 | $872.9M | $558.8M | ||
| Q3 24 | $787.4M | $1.5B | ||
| Q2 24 | $333.8M | $542.8M | ||
| Q1 24 | $333.4M | $658.5M |
| 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 | $3.5B | $2.9B | ||
| Q3 25 | $3.8B | $4.4B | ||
| Q2 25 | $4.0B | $4.5B | ||
| Q1 25 | $3.8B | $4.4B | ||
| Q4 24 | $3.9B | $4.3B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $3.9B | $4.5B | ||
| Q1 24 | $4.0B | $4.7B |
| Q4 25 | $13.0B | $8.5B | ||
| Q3 25 | $13.5B | $10.1B | ||
| Q2 25 | $13.4B | $10.1B | ||
| Q1 25 | $12.8B | $9.8B | ||
| Q4 24 | $12.8B | $9.6B | ||
| Q3 24 | $12.9B | $11.2B | ||
| Q2 24 | $12.1B | $10.4B | ||
| Q1 24 | $12.2B | $10.6B |
| 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 | $235.7M | $175.4M |
| Free Cash FlowOCF − Capex | $119.3M | $148.6M |
| FCF MarginFCF / Revenue | 5.5% | 13.4% |
| Capex IntensityCapex / Revenue | 5.4% | 2.4% |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $145.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $175.4M | ||
| Q3 25 | $301.3M | $51.7M | ||
| Q2 25 | $225.9M | $75.9M | ||
| Q1 25 | $160.7M | $-64.5M | ||
| Q4 24 | $310.4M | $312.6M | ||
| Q3 24 | $235.4M | $42.2M | ||
| Q2 24 | $272.3M | $9.5M | ||
| Q1 24 | $249.6M | $-1.4M |
| Q4 25 | $119.3M | $148.6M | ||
| Q3 25 | $151.6M | $29.8M | ||
| Q2 25 | $94.9M | $56.7M | ||
| Q1 25 | $70.2M | $-90.0M | ||
| Q4 24 | $171.4M | $274.9M | ||
| Q3 24 | $96.2M | $15.1M | ||
| Q2 24 | $161.5M | $-18.9M | ||
| Q1 24 | $150.9M | $-26.5M |
| Q4 25 | 5.5% | 13.4% | ||
| Q3 25 | 6.7% | 2.9% | ||
| Q2 25 | 4.8% | 5.4% | ||
| Q1 25 | 3.6% | -8.6% | ||
| Q4 24 | 8.7% | 24.2% | ||
| Q3 24 | 4.8% | 1.4% | ||
| Q2 24 | 8.3% | -1.8% | ||
| Q1 24 | 7.5% | -2.4% |
| Q4 25 | 5.4% | 2.4% | ||
| Q3 25 | 6.7% | 2.1% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 4.6% | 2.4% | ||
| Q4 24 | 7.0% | 3.3% | ||
| Q3 24 | 6.9% | 2.5% | ||
| Q2 24 | 5.7% | 2.7% | ||
| Q1 24 | 4.9% | 2.3% |
| Q4 25 | 2.43× | — | ||
| Q3 25 | 5.91× | 6.89× | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | — | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | -0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
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% |
PRGO
| Consumer Self Care Americas | $697.0M | 63% |
| Digestive Health | $123.9M | 11% |
| Nutrition | $108.3M | 10% |
| Healthy Lifestyle | $94.8M | 9% |
| Pain And Sleep Aids | $87.1M | 8% |
