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Side-by-side financial comparison of Post Holdings, Inc. (POST) and UGI CORP (UGI). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $2.1B, roughly 1.1× UGI CORP). UGI CORP runs the higher net margin — 14.4% vs 4.5%, a 9.9% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 3.9%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $-155.0M). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -7.5%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
UGI Corporation is a natural gas and electric power distribution company headquartered in King of Prussia, Pennsylvania, with extensive operations in the United States and Europe.
POST vs UGI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.1B |
| Net Profit | $96.8M | $297.0M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | 22.0% |
| Net Margin | 4.5% | 14.4% |
| Revenue YoY | 10.1% | 3.9% |
| Net Profit YoY | -14.6% | -20.8% |
| EPS (diluted) | $1.71 | $1.34 |
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 | $2.1B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.0B | $1.4B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $2.0B | $2.4B |
| Q4 25 | $96.8M | $297.0M | ||
| Q3 25 | $51.0M | $-13.0M | ||
| Q2 25 | $108.8M | $-163.0M | ||
| Q1 25 | $62.6M | $479.0M | ||
| Q4 24 | $113.3M | $375.0M | ||
| Q3 24 | $81.6M | $-273.0M | ||
| Q2 24 | $99.8M | $-48.0M | ||
| Q1 24 | $97.2M | $496.0M |
| 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% | 22.0% | ||
| Q3 25 | 7.5% | 1.1% | ||
| Q2 25 | 11.8% | -6.8% | ||
| Q1 25 | 9.3% | 26.6% | ||
| Q4 24 | 10.8% | 24.5% | ||
| Q3 24 | 9.5% | -20.4% | ||
| Q2 24 | 10.4% | 5.0% | ||
| Q1 24 | 9.5% | 29.7% |
| Q4 25 | 4.5% | 14.4% | ||
| Q3 25 | 2.3% | -1.1% | ||
| Q2 25 | 5.5% | -12.0% | ||
| Q1 25 | 3.2% | 18.2% | ||
| Q4 24 | 5.7% | 18.9% | ||
| Q3 24 | 4.1% | -22.6% | ||
| Q2 24 | 5.1% | -3.6% | ||
| Q1 24 | 4.9% | 20.6% |
| Q4 25 | $1.71 | $1.34 | ||
| Q3 25 | $0.91 | $-0.08 | ||
| Q2 25 | $1.79 | $-0.76 | ||
| Q1 25 | $1.03 | $2.19 | ||
| Q4 24 | $1.78 | $1.74 | ||
| Q3 24 | $1.28 | $-1.26 | ||
| Q2 24 | $1.53 | $-0.23 | ||
| Q1 24 | $1.48 | $2.30 |
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 | $251.0M |
| Total DebtLower is stronger | $7.5B | $6.0B |
| Stockholders' EquityBook value | $3.5B | $5.0B |
| Total Assets | $13.0B | $15.8B |
| Debt / EquityLower = less leverage | 2.16× | 1.19× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $251.0M | ||
| Q3 25 | $176.7M | $335.0M | ||
| Q2 25 | $1.1B | $350.0M | ||
| Q1 25 | $617.6M | $426.0M | ||
| Q4 24 | $872.9M | $240.0M | ||
| Q3 24 | $787.4M | $213.0M | ||
| Q2 24 | $333.8M | $183.0M | ||
| Q1 24 | $333.4M | $263.0M |
| Q4 25 | $7.5B | $6.0B | ||
| Q3 25 | $7.4B | $6.5B | ||
| Q2 25 | $7.3B | $5.7B | ||
| Q1 25 | $6.9B | $6.6B | ||
| Q4 24 | $6.9B | $6.6B | ||
| Q3 24 | $6.8B | $6.4B | ||
| Q2 24 | $6.4B | $6.3B | ||
| Q1 24 | $6.4B | $6.7B |
| Q4 25 | $3.5B | $5.0B | ||
| Q3 25 | $3.8B | $4.8B | ||
| Q2 25 | $4.0B | $4.9B | ||
| Q1 25 | $3.8B | $5.0B | ||
| Q4 24 | $3.9B | $4.6B | ||
| Q3 24 | $4.1B | $4.3B | ||
| Q2 24 | $3.9B | $4.7B | ||
| Q1 24 | $4.0B | $4.8B |
| Q4 25 | $13.0B | $15.8B | ||
| Q3 25 | $13.5B | $15.5B | ||
| Q2 25 | $13.4B | $15.4B | ||
| Q1 25 | $12.8B | $15.7B | ||
| Q4 24 | $12.8B | $15.4B | ||
| Q3 24 | $12.9B | $15.1B | ||
| Q2 24 | $12.1B | $15.1B | ||
| Q1 24 | $12.2B | $15.6B |
| Q4 25 | 2.16× | 1.19× | ||
| Q3 25 | 1.98× | 1.37× | ||
| Q2 25 | 1.84× | 1.17× | ||
| Q1 25 | 1.81× | 1.32× | ||
| Q4 24 | 1.79× | 1.44× | ||
| Q3 24 | 1.67× | 1.48× | ||
| Q2 24 | 1.62× | 1.34× | ||
| Q1 24 | 1.61× | 1.40× |
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 | $66.0M |
| Free Cash FlowOCF − Capex | $119.3M | $-155.0M |
| FCF MarginFCF / Revenue | 5.5% | -7.5% |
| Capex IntensityCapex / Revenue | 5.4% | 10.7% |
| Cash ConversionOCF / Net Profit | 2.43× | 0.22× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $282.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $66.0M | ||
| Q3 25 | $301.3M | $90.0M | ||
| Q2 25 | $225.9M | $289.0M | ||
| Q1 25 | $160.7M | $684.0M | ||
| Q4 24 | $310.4M | $164.0M | ||
| Q3 24 | $235.4M | $151.0M | ||
| Q2 24 | $272.3M | $390.0M | ||
| Q1 24 | $249.6M | $522.0M |
| Q4 25 | $119.3M | $-155.0M | ||
| Q3 25 | $151.6M | $-168.0M | ||
| Q2 25 | $94.9M | $67.0M | ||
| Q1 25 | $70.2M | $538.0M | ||
| Q4 24 | $171.4M | $-47.0M | ||
| Q3 24 | $96.2M | $-115.0M | ||
| Q2 24 | $161.5M | $185.0M | ||
| Q1 24 | $150.9M | $353.0M |
| Q4 25 | 5.5% | -7.5% | ||
| Q3 25 | 6.7% | -14.4% | ||
| Q2 25 | 4.8% | 4.9% | ||
| Q1 25 | 3.6% | 20.4% | ||
| Q4 24 | 8.7% | -2.4% | ||
| Q3 24 | 4.8% | -9.5% | ||
| Q2 24 | 8.3% | 13.7% | ||
| Q1 24 | 7.5% | 14.6% |
| Q4 25 | 5.4% | 10.7% | ||
| Q3 25 | 6.7% | 22.1% | ||
| Q2 25 | 6.6% | 16.3% | ||
| Q1 25 | 4.6% | 5.5% | ||
| Q4 24 | 7.0% | 10.6% | ||
| Q3 24 | 6.9% | 22.0% | ||
| Q2 24 | 5.7% | 15.2% | ||
| Q1 24 | 4.9% | 7.0% |
| Q4 25 | 2.43× | 0.22× | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | 1.43× | ||
| Q4 24 | 2.74× | 0.44× | ||
| Q3 24 | 2.88× | — | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | 1.05× |
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% |
UGI
Segment breakdown not available.
