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Side-by-side financial comparison of Post Holdings, Inc. (POST) and UPBOUND GROUP, INC. (UPBD). 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× UPBOUND GROUP, INC.). Post Holdings, Inc. runs the higher net margin — 4.5% vs 1.7%, a 2.8% gap on every dollar of revenue. On growth, UPBOUND GROUP, INC. posted the faster year-over-year revenue change (10.9% vs 10.1%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $24.0M). Over the past eight quarters, UPBOUND GROUP, INC.'s revenue compounded faster (4.5% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Upbound Group, Inc. is a leading US provider of flexible lease-to-own solutions for consumer goods. It offers furniture, consumer electronics, home appliances, and accessories, catering to customers seeking accessible payment alternatives to traditional retail financing.
POST vs UPBD — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $96.8M | $19.7M |
| Gross Margin | 29.4% | 49.0% |
| Operating Margin | 11.0% | 4.8% |
| Net Margin | 4.5% | 1.7% |
| Revenue YoY | 10.1% | 10.9% |
| Net Profit YoY | -14.6% | -36.3% |
| EPS (diluted) | $1.71 | $0.35 |
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 | $1.2B | ||
| Q3 25 | $2.2B | $1.2B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.1B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $2.0B | $1.1B |
| Q4 25 | $96.8M | $19.7M | ||
| Q3 25 | $51.0M | $13.2M | ||
| Q2 25 | $108.8M | $15.5M | ||
| Q1 25 | $62.6M | $24.8M | ||
| Q4 24 | $113.3M | $31.0M | ||
| Q3 24 | $81.6M | $30.9M | ||
| Q2 24 | $99.8M | $33.9M | ||
| Q1 24 | $97.2M | $27.7M |
| Q4 25 | 29.4% | 49.0% | ||
| Q3 25 | 26.8% | 48.3% | ||
| Q2 25 | 30.0% | 49.4% | ||
| Q1 25 | 28.0% | 46.8% | ||
| Q4 24 | 30.1% | 47.1% | ||
| Q3 24 | 28.6% | 47.8% | ||
| Q2 24 | 29.6% | 49.4% | ||
| Q1 24 | 29.0% | 48.3% |
| Q4 25 | 11.0% | 4.8% | ||
| Q3 25 | 7.5% | 4.5% | ||
| Q2 25 | 11.8% | 4.4% | ||
| Q1 25 | 9.3% | 5.3% | ||
| Q4 24 | 10.8% | 7.3% | ||
| Q3 24 | 9.5% | 6.6% | ||
| Q2 24 | 10.4% | 7.5% | ||
| Q1 24 | 9.5% | 5.6% |
| Q4 25 | 4.5% | 1.7% | ||
| Q3 25 | 2.3% | 1.1% | ||
| Q2 25 | 5.5% | 1.3% | ||
| Q1 25 | 3.2% | 2.1% | ||
| Q4 24 | 5.7% | 2.9% | ||
| Q3 24 | 4.1% | 2.9% | ||
| Q2 24 | 5.1% | 3.2% | ||
| Q1 24 | 4.9% | 2.5% |
| Q4 25 | $1.71 | $0.35 | ||
| Q3 25 | $0.91 | $0.22 | ||
| Q2 25 | $1.79 | $0.26 | ||
| Q1 25 | $1.03 | $0.42 | ||
| Q4 24 | $1.78 | $0.55 | ||
| Q3 24 | $1.28 | $0.55 | ||
| Q2 24 | $1.53 | $0.61 | ||
| Q1 24 | $1.48 | $0.50 |
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 | $120.5M |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $695.7M |
| Total Assets | $13.0B | $3.3B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $120.5M | ||
| Q3 25 | $176.7M | $107.0M | ||
| Q2 25 | $1.1B | $106.8M | ||
| Q1 25 | $617.6M | $107.3M | ||
| Q4 24 | $872.9M | $60.9M | ||
| Q3 24 | $787.4M | $85.1M | ||
| Q2 24 | $333.8M | $82.5M | ||
| Q1 24 | $333.4M | $84.8M |
| 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 | $695.7M | ||
| Q3 25 | $3.8B | $687.3M | ||
| Q2 25 | $4.0B | $685.5M | ||
| Q1 25 | $3.8B | $679.2M | ||
| Q4 24 | $3.9B | $629.0M | ||
| Q3 24 | $4.1B | $611.8M | ||
| Q2 24 | $3.9B | $596.3M | ||
| Q1 24 | $4.0B | $578.3M |
| Q4 25 | $13.0B | $3.3B | ||
| Q3 25 | $13.5B | $3.2B | ||
| Q2 25 | $13.4B | $3.1B | ||
| Q1 25 | $12.8B | $3.0B | ||
| Q4 24 | $12.8B | $2.6B | ||
| Q3 24 | $12.9B | $2.6B | ||
| Q2 24 | $12.1B | $2.6B | ||
| Q1 24 | $12.2B | $2.6B |
| 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 | $41.6M |
| Free Cash FlowOCF − Capex | $119.3M | $24.0M |
| FCF MarginFCF / Revenue | 5.5% | 2.0% |
| Capex IntensityCapex / Revenue | 5.4% | 1.5% |
| Cash ConversionOCF / Net Profit | 2.43× | 2.11× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $238.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $41.6M | ||
| Q3 25 | $301.3M | $118.4M | ||
| Q2 25 | $225.9M | $7.8M | ||
| Q1 25 | $160.7M | $137.7M | ||
| Q4 24 | $310.4M | $-61.9M | ||
| Q3 24 | $235.4M | $106.2M | ||
| Q2 24 | $272.3M | $15.0M | ||
| Q1 24 | $249.6M | $45.4M |
| Q4 25 | $119.3M | $24.0M | ||
| Q3 25 | $151.6M | $97.9M | ||
| Q2 25 | $94.9M | $-10.4M | ||
| Q1 25 | $70.2M | $127.2M | ||
| Q4 24 | $171.4M | $-74.0M | ||
| Q3 24 | $96.2M | $88.3M | ||
| Q2 24 | $161.5M | $613.0K | ||
| Q1 24 | $150.9M | $33.6M |
| Q4 25 | 5.5% | 2.0% | ||
| Q3 25 | 6.7% | 8.4% | ||
| Q2 25 | 4.8% | -0.9% | ||
| Q1 25 | 3.6% | 10.8% | ||
| Q4 24 | 8.7% | -6.9% | ||
| Q3 24 | 4.8% | 8.3% | ||
| Q2 24 | 8.3% | 0.1% | ||
| Q1 24 | 7.5% | 3.1% |
| Q4 25 | 5.4% | 1.5% | ||
| Q3 25 | 6.7% | 1.8% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 4.6% | 0.9% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 6.9% | 1.7% | ||
| Q2 24 | 5.7% | 1.3% | ||
| Q1 24 | 4.9% | 1.1% |
| Q4 25 | 2.43× | 2.11× | ||
| Q3 25 | 5.91× | 8.96× | ||
| Q2 25 | 2.08× | 0.50× | ||
| Q1 25 | 2.57× | 5.56× | ||
| Q4 24 | 2.74× | -2.00× | ||
| Q3 24 | 2.88× | 3.44× | ||
| Q2 24 | 2.73× | 0.44× | ||
| Q1 24 | 2.57× | 1.64× |
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% |
UPBD
Segment breakdown not available.
