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Side-by-side financial comparison of Post Holdings, Inc. (POST) and TIMKEN CO (TKR). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.2B, roughly 1.8× TIMKEN CO). TIMKEN CO runs the higher net margin — 8.6% vs 4.5%, a 4.1% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 8.0%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $500.0K). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs 2.1%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
POST vs TKR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $96.8M | $105.9M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | 13.7% |
| Net Margin | 4.5% | 8.6% |
| Revenue YoY | 10.1% | 8.0% |
| Net Profit YoY | -14.6% | 25.4% |
| EPS (diluted) | $1.71 | $1.40 |
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 | — | $1.2B | ||
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | $105.9M | ||
| Q4 25 | $96.8M | $62.3M | ||
| Q3 25 | $51.0M | $69.3M | ||
| Q2 25 | $108.8M | $78.5M | ||
| Q1 25 | $62.6M | $78.3M | ||
| Q4 24 | $113.3M | $71.2M | ||
| Q3 24 | $81.6M | $81.8M | ||
| Q2 24 | $99.8M | $96.2M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 29.3% | ||
| Q3 25 | 26.8% | 30.2% | ||
| Q2 25 | 30.0% | 30.7% | ||
| Q1 25 | 28.0% | 31.5% | ||
| Q4 24 | 30.1% | 30.3% | ||
| Q3 24 | 28.6% | 30.6% | ||
| Q2 24 | 29.6% | 31.6% |
| Q1 26 | — | 13.7% | ||
| Q4 25 | 11.0% | 9.8% | ||
| Q3 25 | 7.5% | 12.0% | ||
| Q2 25 | 11.8% | 12.6% | ||
| Q1 25 | 9.3% | 12.6% | ||
| Q4 24 | 10.8% | 10.5% | ||
| Q3 24 | 9.5% | 13.0% | ||
| Q2 24 | 10.4% | 14.1% |
| Q1 26 | — | 8.6% | ||
| Q4 25 | 4.5% | 5.6% | ||
| Q3 25 | 2.3% | 6.0% | ||
| Q2 25 | 5.5% | 6.7% | ||
| Q1 25 | 3.2% | 6.9% | ||
| Q4 24 | 5.7% | 6.6% | ||
| Q3 24 | 4.1% | 7.3% | ||
| Q2 24 | 5.1% | 8.1% |
| Q1 26 | — | $1.40 | ||
| Q4 25 | $1.71 | $0.89 | ||
| Q3 25 | $0.91 | $0.99 | ||
| Q2 25 | $1.79 | $1.12 | ||
| Q1 25 | $1.03 | $1.11 | ||
| Q4 24 | $1.78 | $1.01 | ||
| Q3 24 | $1.28 | $1.16 | ||
| Q2 24 | $1.53 | $1.36 |
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 | $344.7M |
| Total DebtLower is stronger | $7.5B | $2.0B |
| Stockholders' EquityBook value | $3.5B | $3.4B |
| Total Assets | $13.0B | $6.9B |
| Debt / EquityLower = less leverage | 2.16× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $344.7M | ||
| Q4 25 | $279.3M | $364.4M | ||
| Q3 25 | $176.7M | $449.1M | ||
| Q2 25 | $1.1B | $419.3M | ||
| Q1 25 | $617.6M | $376.1M | ||
| Q4 24 | $872.9M | $373.2M | ||
| Q3 24 | $787.4M | $412.7M | ||
| Q2 24 | $333.8M | $469.9M |
| Q1 26 | — | $2.0B | ||
| Q4 25 | $7.5B | $1.9B | ||
| Q3 25 | $7.4B | $2.1B | ||
| Q2 25 | $7.3B | $2.2B | ||
| Q1 25 | $6.9B | $2.1B | ||
| Q4 24 | $6.9B | $2.1B | ||
| Q3 24 | $6.8B | $2.2B | ||
| Q2 24 | $6.4B | $2.1B |
| Q1 26 | — | $3.4B | ||
| Q4 25 | $3.5B | $3.2B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $4.0B | $3.1B | ||
| Q1 25 | $3.8B | $2.9B | ||
| Q4 24 | $3.9B | $2.8B | ||
| Q3 24 | $4.1B | $2.9B | ||
| Q2 24 | $3.9B | $2.8B |
| Q1 26 | — | $6.9B | ||
| Q4 25 | $13.0B | $6.7B | ||
| Q3 25 | $13.5B | $6.8B | ||
| Q2 25 | $13.4B | $6.8B | ||
| Q1 25 | $12.8B | $6.6B | ||
| Q4 24 | $12.8B | $6.4B | ||
| Q3 24 | $12.9B | $6.8B | ||
| Q2 24 | $12.1B | $6.6B |
| Q1 26 | — | 0.60× | ||
| Q4 25 | 2.16× | 0.60× | ||
| Q3 25 | 1.98× | 0.67× | ||
| Q2 25 | 1.84× | 0.70× | ||
| Q1 25 | 1.81× | 0.73× | ||
| Q4 24 | 1.79× | 0.73× | ||
| Q3 24 | 1.67× | 0.75× | ||
| Q2 24 | 1.62× | 0.77× |
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 | $39.3M |
| Free Cash FlowOCF − Capex | $119.3M | $500.0K |
| FCF MarginFCF / Revenue | 5.5% | 0.0% |
| Capex IntensityCapex / Revenue | 5.4% | 3.2% |
| Cash ConversionOCF / Net Profit | 2.43× | 0.37× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $383.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $39.3M | ||
| Q4 25 | $235.7M | $183.3M | ||
| Q3 25 | $301.3M | $201.1M | ||
| Q2 25 | $225.9M | $111.3M | ||
| Q1 25 | $160.7M | $58.6M | ||
| Q4 24 | $310.4M | $178.6M | ||
| Q3 24 | $235.4M | $123.2M | ||
| Q2 24 | $272.3M | $124.6M |
| Q1 26 | — | $500.0K | ||
| Q4 25 | $119.3M | $140.7M | ||
| Q3 25 | $151.6M | $163.8M | ||
| Q2 25 | $94.9M | $78.2M | ||
| Q1 25 | $70.2M | $23.4M | ||
| Q4 24 | $171.4M | $125.0M | ||
| Q3 24 | $96.2M | $88.2M | ||
| Q2 24 | $161.5M | $87.3M |
| Q1 26 | — | 0.0% | ||
| Q4 25 | 5.5% | 12.7% | ||
| Q3 25 | 6.7% | 14.2% | ||
| Q2 25 | 4.8% | 6.7% | ||
| Q1 25 | 3.6% | 2.1% | ||
| Q4 24 | 8.7% | 11.6% | ||
| Q3 24 | 4.8% | 7.8% | ||
| Q2 24 | 8.3% | 7.4% |
| Q1 26 | — | 3.2% | ||
| Q4 25 | 5.4% | 3.8% | ||
| Q3 25 | 6.7% | 3.2% | ||
| Q2 25 | 6.6% | 2.8% | ||
| Q1 25 | 4.6% | 3.1% | ||
| Q4 24 | 7.0% | 5.0% | ||
| Q3 24 | 6.9% | 3.1% | ||
| Q2 24 | 5.7% | 3.2% |
| Q1 26 | — | 0.37× | ||
| Q4 25 | 2.43× | 2.94× | ||
| Q3 25 | 5.91× | 2.90× | ||
| Q2 25 | 2.08× | 1.42× | ||
| Q1 25 | 2.57× | 0.75× | ||
| Q4 24 | 2.74× | 2.51× | ||
| Q3 24 | 2.88× | 1.51× | ||
| Q2 24 | 2.73× | 1.30× |
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% |
TKR
| Engineered Bearings | $806.2M | 65% |
| Industrial Motion | $425.1M | 35% |
