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Side-by-side financial comparison of Post Holdings, Inc. (POST) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
RENAISSANCERE HOLDINGS LTD is the larger business by last-quarter revenue ($2.2B vs $2.2B, roughly 1.0× Post Holdings, Inc.). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 4.5%, a 19.0% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -36.8%). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -11.9%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
POST vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.2B |
| Net Profit | $96.8M | $515.8M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | — |
| Net Margin | 4.5% | 23.5% |
| Revenue YoY | 10.1% | -36.8% |
| Net Profit YoY | -14.6% | 72.6% |
| EPS (diluted) | $1.71 | $6.57 |
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.
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.2B | $3.0B | ||
| Q3 25 | $2.2B | $3.2B | ||
| Q2 25 | $2.0B | $3.2B | ||
| Q1 25 | $2.0B | $3.5B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.9B | $2.8B |
| Q1 26 | — | $515.8M | ||
| Q4 25 | $96.8M | $760.5M | ||
| Q3 25 | $51.0M | $916.5M | ||
| Q2 25 | $108.8M | $835.4M | ||
| Q1 25 | $62.6M | $170.0M | ||
| Q4 24 | $113.3M | $-189.7M | ||
| Q3 24 | $81.6M | $1.2B | ||
| Q2 24 | $99.8M | $503.9M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 42.5% | ||
| Q3 25 | 7.5% | 46.3% | ||
| Q2 25 | 11.8% | 41.8% | ||
| Q1 25 | 9.3% | -2.0% | ||
| Q4 24 | 10.8% | -3.6% | ||
| Q3 24 | 9.5% | 43.7% | ||
| Q2 24 | 10.4% | 25.0% |
| Q1 26 | — | 23.5% | ||
| Q4 25 | 4.5% | 25.6% | ||
| Q3 25 | 2.3% | 28.7% | ||
| Q2 25 | 5.5% | 26.1% | ||
| Q1 25 | 3.2% | 4.9% | ||
| Q4 24 | 5.7% | -8.3% | ||
| Q3 24 | 4.1% | 29.8% | ||
| Q2 24 | 5.1% | 17.8% |
| Q1 26 | — | $6.57 | ||
| Q4 25 | $1.71 | $16.16 | ||
| Q3 25 | $0.91 | $19.40 | ||
| Q2 25 | $1.79 | $17.20 | ||
| Q1 25 | $1.03 | $3.27 | ||
| Q4 24 | $1.78 | $-3.76 | ||
| Q3 24 | $1.28 | $22.62 | ||
| Q2 24 | $1.53 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $4.3B |
| Total Assets | $13.0B | $53.7B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.6B | ||
| Q4 25 | $279.3M | $1.7B | ||
| Q3 25 | $176.7M | $1.7B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $617.6M | $1.6B | ||
| Q4 24 | $872.9M | $1.7B | ||
| Q3 24 | $787.4M | $1.6B | ||
| Q2 24 | $333.8M | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.2B | ||
| Q2 25 | $7.3B | $2.3B | ||
| Q1 25 | $6.9B | $2.8B | ||
| Q4 24 | $6.9B | $1.9B | ||
| Q3 24 | $6.8B | $1.9B | ||
| Q2 24 | $6.4B | $2.0B |
| Q1 26 | — | $4.3B | ||
| Q4 25 | $3.5B | $11.6B | ||
| Q3 25 | $3.8B | $11.5B | ||
| Q2 25 | $4.0B | $10.8B | ||
| Q1 25 | $3.8B | $10.3B | ||
| Q4 24 | $3.9B | $10.6B | ||
| Q3 24 | $4.1B | $11.2B | ||
| Q2 24 | $3.9B | $10.2B |
| Q1 26 | — | $53.7B | ||
| Q4 25 | $13.0B | $53.8B | ||
| Q3 25 | $13.5B | $54.5B | ||
| Q2 25 | $13.4B | $54.7B | ||
| Q1 25 | $12.8B | $53.6B | ||
| Q4 24 | $12.8B | $50.7B | ||
| Q3 24 | $12.9B | $52.8B | ||
| Q2 24 | $12.1B | $51.6B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.20× | ||
| Q3 25 | 1.98× | 0.19× | ||
| Q2 25 | 1.84× | 0.21× | ||
| Q1 25 | 1.81× | 0.27× | ||
| Q4 24 | 1.79× | 0.18× | ||
| Q3 24 | 1.67× | 0.17× | ||
| Q2 24 | 1.62× | 0.19× |
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 | — |
| Free Cash FlowOCF − Capex | $119.3M | — |
| FCF MarginFCF / Revenue | 5.5% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $483.0M | ||
| Q3 25 | $301.3M | $1.6B | ||
| Q2 25 | $225.9M | $1.5B | ||
| Q1 25 | $160.7M | $157.8M | ||
| Q4 24 | $310.4M | $778.9M | ||
| Q3 24 | $235.4M | $1.5B | ||
| Q2 24 | $272.3M | $1.2B |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 2.43× | 0.64× | ||
| Q3 25 | 5.91× | 1.73× | ||
| Q2 25 | 2.08× | 1.76× | ||
| Q1 25 | 2.57× | 0.93× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.26× | ||
| Q2 24 | 2.73× | 2.41× |
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% |
RNR
Segment breakdown not available.
