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Side-by-side financial comparison of Post Holdings, Inc. (POST) and RXO, Inc. (RXO). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.5B, roughly 1.5× RXO, Inc.). Post Holdings, Inc. runs the higher net margin — 4.5% vs -3.1%, a 7.6% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -11.9%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
POST vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.5B |
| Net Profit | $96.8M | $-46.0M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | -2.9% |
| Net Margin | 4.5% | -3.1% |
| Revenue YoY | 10.1% | -11.9% |
| Net Profit YoY | -14.6% | -84.0% |
| EPS (diluted) | $1.71 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $930.0M | ||
| Q1 24 | $2.0B | $913.0M |
| Q4 25 | $96.8M | $-46.0M | ||
| Q3 25 | $51.0M | $-14.0M | ||
| Q2 25 | $108.8M | $-9.0M | ||
| Q1 25 | $62.6M | $-31.0M | ||
| Q4 24 | $113.3M | $-25.0M | ||
| Q3 24 | $81.6M | $-243.0M | ||
| Q2 24 | $99.8M | $-7.0M | ||
| Q1 24 | $97.2M | $-15.0M |
| 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 24 | 29.0% | — |
| Q4 25 | 11.0% | -2.9% | ||
| Q3 25 | 7.5% | -0.5% | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | -2.1% | ||
| Q4 24 | 10.8% | -1.4% | ||
| Q3 24 | 9.5% | -1.9% | ||
| Q2 24 | 10.4% | — | ||
| Q1 24 | 9.5% | -1.3% |
| Q4 25 | 4.5% | -3.1% | ||
| Q3 25 | 2.3% | -1.0% | ||
| Q2 25 | 5.5% | -0.6% | ||
| Q1 25 | 3.2% | -2.2% | ||
| Q4 24 | 5.7% | -1.5% | ||
| Q3 24 | 4.1% | -23.4% | ||
| Q2 24 | 5.1% | -0.8% | ||
| Q1 24 | 4.9% | -1.6% |
| Q4 25 | $1.71 | $-0.28 | ||
| Q3 25 | $0.91 | $-0.08 | ||
| Q2 25 | $1.79 | $-0.05 | ||
| Q1 25 | $1.03 | $-0.18 | ||
| Q4 24 | $1.78 | $-0.17 | ||
| Q3 24 | $1.28 | $-1.81 | ||
| Q2 24 | $1.53 | $-0.06 | ||
| Q1 24 | $1.48 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | $7.5B | $387.0M |
| Stockholders' EquityBook value | $3.5B | $1.5B |
| Total Assets | $13.0B | $3.3B |
| Debt / EquityLower = less leverage | 2.16× | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $17.0M | ||
| Q3 25 | $176.7M | $25.0M | ||
| Q2 25 | $1.1B | $18.0M | ||
| Q1 25 | $617.6M | $16.0M | ||
| Q4 24 | $872.9M | $35.0M | ||
| Q3 24 | $787.4M | $55.0M | ||
| Q2 24 | $333.8M | $7.0M | ||
| Q1 24 | $333.4M | $7.0M |
| Q4 25 | $7.5B | $387.0M | ||
| Q3 25 | $7.4B | $387.0M | ||
| Q2 25 | $7.3B | $387.0M | ||
| Q1 25 | $6.9B | $387.0M | ||
| Q4 24 | $6.9B | $351.0M | ||
| Q3 24 | $6.8B | $352.0M | ||
| Q2 24 | $6.4B | $370.0M | ||
| Q1 24 | $6.4B | $351.0M |
| Q4 25 | $3.5B | $1.5B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $4.0B | $1.6B | ||
| Q1 25 | $3.8B | $1.6B | ||
| Q4 24 | $3.9B | $1.6B | ||
| Q3 24 | $4.1B | $1.7B | ||
| Q2 24 | $3.9B | $579.0M | ||
| Q1 24 | $4.0B | $582.0M |
| Q4 25 | $13.0B | $3.3B | ||
| Q3 25 | $13.5B | $3.2B | ||
| Q2 25 | $13.4B | $3.2B | ||
| Q1 25 | $12.8B | $3.3B | ||
| Q4 24 | $12.8B | $3.4B | ||
| Q3 24 | $12.9B | $3.4B | ||
| Q2 24 | $12.1B | $1.8B | ||
| Q1 24 | $12.2B | $1.8B |
| Q4 25 | 2.16× | 0.25× | ||
| Q3 25 | 1.98× | 0.24× | ||
| Q2 25 | 1.84× | 0.24× | ||
| Q1 25 | 1.81× | 0.24× | ||
| Q4 24 | 1.79× | 0.22× | ||
| Q3 24 | 1.67× | 0.21× | ||
| Q2 24 | 1.62× | 0.64× | ||
| Q1 24 | 1.61× | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $119.3M | $-9.0M |
| FCF MarginFCF / Revenue | 5.5% | -0.6% |
| Capex IntensityCapex / Revenue | 5.4% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $7.0M | ||
| Q3 25 | $301.3M | $23.0M | ||
| Q2 25 | $225.9M | $23.0M | ||
| Q1 25 | $160.7M | $-2.0M | ||
| Q4 24 | $310.4M | $-7.0M | ||
| Q3 24 | $235.4M | $-7.0M | ||
| Q2 24 | $272.3M | $-5.0M | ||
| Q1 24 | $249.6M | $7.0M |
| Q4 25 | $119.3M | $-9.0M | ||
| Q3 25 | $151.6M | $9.0M | ||
| Q2 25 | $94.9M | $9.0M | ||
| Q1 25 | $70.2M | $-17.0M | ||
| Q4 24 | $171.4M | $-19.0M | ||
| Q3 24 | $96.2M | $-18.0M | ||
| Q2 24 | $161.5M | $-16.0M | ||
| Q1 24 | $150.9M | $-4.0M |
| Q4 25 | 5.5% | -0.6% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 4.8% | 0.6% | ||
| Q1 25 | 3.6% | -1.2% | ||
| Q4 24 | 8.7% | -1.1% | ||
| Q3 24 | 4.8% | -1.7% | ||
| Q2 24 | 8.3% | -1.7% | ||
| Q1 24 | 7.5% | -0.4% |
| Q4 25 | 5.4% | 1.1% | ||
| Q3 25 | 6.7% | 1.0% | ||
| Q2 25 | 6.6% | 1.0% | ||
| Q1 25 | 4.6% | 1.0% | ||
| Q4 24 | 7.0% | 0.7% | ||
| Q3 24 | 6.9% | 1.1% | ||
| Q2 24 | 5.7% | 1.2% | ||
| Q1 24 | 4.9% | 1.2% |
| Q4 25 | 2.43× | — | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | — | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
