vs
Side-by-side financial comparison of Post Holdings, Inc. (POST) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.6B, roughly 1.3× Toast, Inc.). Toast, Inc. runs the higher net margin — 6.2% vs 4.5%, a 1.7% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 10.1%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $119.3M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
POST vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.6B |
| Net Profit | $96.8M | $101.0M |
| Gross Margin | 29.4% | 25.9% |
| Operating Margin | 11.0% | 5.2% |
| Net Margin | 4.5% | 6.2% |
| Revenue YoY | 10.1% | 22.0% |
| Net Profit YoY | -14.6% | 215.6% |
| EPS (diluted) | $1.71 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.1B |
| Q4 25 | $96.8M | $101.0M | ||
| Q3 25 | $51.0M | $105.0M | ||
| Q2 25 | $108.8M | $80.0M | ||
| Q1 25 | $62.6M | $56.0M | ||
| Q4 24 | $113.3M | $32.0M | ||
| Q3 24 | $81.6M | $56.0M | ||
| Q2 24 | $99.8M | $14.0M | ||
| Q1 24 | $97.2M | $-83.0M |
| Q4 25 | 29.4% | 25.9% | ||
| Q3 25 | 26.8% | 26.5% | ||
| Q2 25 | 30.0% | 25.3% | ||
| Q1 25 | 28.0% | 25.9% | ||
| Q4 24 | 30.1% | 24.9% | ||
| Q3 24 | 28.6% | 24.7% | ||
| Q2 24 | 29.6% | 23.0% | ||
| Q1 24 | 29.0% | 23.2% |
| Q4 25 | 11.0% | 5.2% | ||
| Q3 25 | 7.5% | 5.1% | ||
| Q2 25 | 11.8% | 5.2% | ||
| Q1 25 | 9.3% | 3.2% | ||
| Q4 24 | 10.8% | 2.5% | ||
| Q3 24 | 9.5% | 2.6% | ||
| Q2 24 | 10.4% | 0.4% | ||
| Q1 24 | 9.5% | -5.2% |
| Q4 25 | 4.5% | 6.2% | ||
| Q3 25 | 2.3% | 6.4% | ||
| Q2 25 | 5.5% | 5.2% | ||
| Q1 25 | 3.2% | 4.2% | ||
| Q4 24 | 5.7% | 2.4% | ||
| Q3 24 | 4.1% | 4.3% | ||
| Q2 24 | 5.1% | 1.1% | ||
| Q1 24 | 4.9% | -7.7% |
| Q4 25 | $1.71 | $0.18 | ||
| Q3 25 | $0.91 | $0.16 | ||
| Q2 25 | $1.79 | $0.13 | ||
| Q1 25 | $1.03 | $0.09 | ||
| Q4 24 | $1.78 | $0.09 | ||
| Q3 24 | $1.28 | $0.07 | ||
| Q2 24 | $1.53 | $0.02 | ||
| Q1 24 | $1.48 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $2.1B |
| Total Assets | $13.0B | $3.1B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $1.4B | ||
| Q3 25 | $176.7M | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $617.6M | $1.0B | ||
| Q4 24 | $872.9M | $903.0M | ||
| Q3 24 | $787.4M | $761.0M | ||
| Q2 24 | $333.8M | $691.0M | ||
| Q1 24 | $333.4M | $578.0M |
| 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 | $2.1B | ||
| Q3 25 | $3.8B | $2.0B | ||
| Q2 25 | $4.0B | $1.8B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $3.9B | $1.5B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.0B | $1.2B |
| Q4 25 | $13.0B | $3.1B | ||
| Q3 25 | $13.5B | $3.0B | ||
| Q2 25 | $13.4B | $2.8B | ||
| Q1 25 | $12.8B | $2.6B | ||
| Q4 24 | $12.8B | $2.4B | ||
| Q3 24 | $12.9B | $2.2B | ||
| Q2 24 | $12.1B | $2.2B | ||
| Q1 24 | $12.2B | $2.1B |
| 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 | $194.0M |
| Free Cash FlowOCF − Capex | $119.3M | $178.0M |
| FCF MarginFCF / Revenue | 5.5% | 10.9% |
| Capex IntensityCapex / Revenue | 5.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.43× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $194.0M | ||
| Q3 25 | $301.3M | $165.0M | ||
| Q2 25 | $225.9M | $223.0M | ||
| Q1 25 | $160.7M | $79.0M | ||
| Q4 24 | $310.4M | $147.0M | ||
| Q3 24 | $235.4M | $109.0M | ||
| Q2 24 | $272.3M | $124.0M | ||
| Q1 24 | $249.6M | $-20.0M |
| Q4 25 | $119.3M | $178.0M | ||
| Q3 25 | $151.6M | $153.0M | ||
| Q2 25 | $94.9M | $208.0M | ||
| Q1 25 | $70.2M | $69.0M | ||
| Q4 24 | $171.4M | $134.0M | ||
| Q3 24 | $96.2M | $97.0M | ||
| Q2 24 | $161.5M | $108.0M | ||
| Q1 24 | $150.9M | $-33.0M |
| Q4 25 | 5.5% | 10.9% | ||
| Q3 25 | 6.7% | 9.4% | ||
| Q2 25 | 4.8% | 13.4% | ||
| Q1 25 | 3.6% | 5.2% | ||
| Q4 24 | 8.7% | 10.0% | ||
| Q3 24 | 4.8% | 7.4% | ||
| Q2 24 | 8.3% | 8.7% | ||
| Q1 24 | 7.5% | -3.1% |
| Q4 25 | 5.4% | 1.0% | ||
| Q3 25 | 6.7% | 0.7% | ||
| Q2 25 | 6.6% | 1.0% | ||
| Q1 25 | 4.6% | 0.7% | ||
| Q4 24 | 7.0% | 1.0% | ||
| Q3 24 | 6.9% | 0.9% | ||
| Q2 24 | 5.7% | 1.3% | ||
| Q1 24 | 4.9% | 1.2% |
| Q4 25 | 2.43× | 1.92× | ||
| Q3 25 | 5.91× | 1.57× | ||
| Q2 25 | 2.08× | 2.79× | ||
| Q1 25 | 2.57× | 1.41× | ||
| Q4 24 | 2.74× | 4.59× | ||
| Q3 24 | 2.88× | 1.95× | ||
| Q2 24 | 2.73× | 8.86× | ||
| 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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
