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Side-by-side financial comparison of Post Holdings, Inc. (POST) and MARRIOTT VACATIONS WORLDWIDE Corp (VAC). 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× MARRIOTT VACATIONS WORLDWIDE Corp). Post Holdings, Inc. runs the higher net margin — 4.5% vs -35.0%, a 39.5% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs -0.7%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $-6.0M). Over the past eight quarters, MARRIOTT VACATIONS WORLDWIDE Corp's revenue compounded faster (5.2% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Marriott Vacations Worldwide Corporation is a pure-play public timeshare company. Formerly a division of Marriott International, Marriott Vacations Worldwide was established as a separate, publicly traded entity focusing primarily on vacation ownership in November 2011. Marriott Vacations Worldwide runs more than 120 resorts with over 700,000 Owners and members in a diverse portfolio of brands under The Marriott Vacation Clubs name. Its brands include Marriott Vacation Club, The Marriott Vaca...
POST vs VAC — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.2B |
| Net Profit | $96.8M | $-431.0M |
| Gross Margin | 29.4% | — |
| Operating Margin | 11.0% | — |
| Net Margin | 4.5% | -35.0% |
| Revenue YoY | 10.1% | -0.7% |
| Net Profit YoY | -14.6% | -962.0% |
| EPS (diluted) | $1.71 | $-12.00 |
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 | $1.1B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $2.0B | $1.1B |
| Q4 25 | $96.8M | $-431.0M | ||
| Q3 25 | $51.0M | $-2.0M | ||
| Q2 25 | $108.8M | $69.0M | ||
| Q1 25 | $62.6M | $56.0M | ||
| Q4 24 | $113.3M | $50.0M | ||
| Q3 24 | $81.6M | $84.0M | ||
| Q2 24 | $99.8M | $37.0M | ||
| Q1 24 | $97.2M | $47.0M |
| 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% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | — | ||
| Q1 24 | 9.5% | — |
| Q4 25 | 4.5% | -35.0% | ||
| Q3 25 | 2.3% | -0.2% | ||
| Q2 25 | 5.5% | 6.0% | ||
| Q1 25 | 3.2% | 5.0% | ||
| Q4 24 | 5.7% | 4.0% | ||
| Q3 24 | 4.1% | 6.9% | ||
| Q2 24 | 5.1% | 3.5% | ||
| Q1 24 | 4.9% | 4.2% |
| Q4 25 | $1.71 | $-12.00 | ||
| Q3 25 | $0.91 | $-0.07 | ||
| Q2 25 | $1.79 | $1.77 | ||
| Q1 25 | $1.03 | $1.46 | ||
| Q4 24 | $1.78 | $1.29 | ||
| Q3 24 | $1.28 | $2.12 | ||
| Q2 24 | $1.53 | $0.98 | ||
| Q1 24 | $1.48 | $1.22 |
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 | $406.0M |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $2.0B |
| Total Assets | $13.0B | $9.8B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $406.0M | ||
| Q3 25 | $176.7M | $474.0M | ||
| Q2 25 | $1.1B | $205.0M | ||
| Q1 25 | $617.6M | $196.0M | ||
| Q4 24 | $872.9M | $197.0M | ||
| Q3 24 | $787.4M | $197.0M | ||
| Q2 24 | $333.8M | $206.0M | ||
| Q1 24 | $333.4M | $237.0M |
| 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 | $2.0B | ||
| Q3 25 | $3.8B | $2.5B | ||
| Q2 25 | $4.0B | $2.5B | ||
| Q1 25 | $3.8B | $2.4B | ||
| Q4 24 | $3.9B | $2.4B | ||
| Q3 24 | $4.1B | $2.4B | ||
| Q2 24 | $3.9B | $2.4B | ||
| Q1 24 | $4.0B | $2.4B |
| Q4 25 | $13.0B | $9.8B | ||
| Q3 25 | $13.5B | $10.1B | ||
| Q2 25 | $13.4B | $9.9B | ||
| Q1 25 | $12.8B | $9.9B | ||
| Q4 24 | $12.8B | $9.8B | ||
| Q3 24 | $12.9B | $9.7B | ||
| Q2 24 | $12.1B | $9.6B | ||
| Q1 24 | $12.2B | $9.9B |
| 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 | $6.0M |
| Free Cash FlowOCF − Capex | $119.3M | $-6.0M |
| FCF MarginFCF / Revenue | 5.5% | -0.5% |
| Capex IntensityCapex / Revenue | 5.4% | 1.0% |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $-29.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $6.0M | ||
| Q3 25 | $301.3M | $62.0M | ||
| Q2 25 | $225.9M | $-48.0M | ||
| Q1 25 | $160.7M | $8.0M | ||
| Q4 24 | $310.4M | $100.0M | ||
| Q3 24 | $235.4M | $72.0M | ||
| Q2 24 | $272.3M | $30.0M | ||
| Q1 24 | $249.6M | $3.0M |
| Q4 25 | $119.3M | $-6.0M | ||
| Q3 25 | $151.6M | $51.0M | ||
| Q2 25 | $94.9M | $-68.0M | ||
| Q1 25 | $70.2M | $-6.0M | ||
| Q4 24 | $171.4M | $86.0M | ||
| Q3 24 | $96.2M | $58.0M | ||
| Q2 24 | $161.5M | $17.0M | ||
| Q1 24 | $150.9M | $-13.0M |
| Q4 25 | 5.5% | -0.5% | ||
| Q3 25 | 6.7% | 4.3% | ||
| Q2 25 | 4.8% | -5.9% | ||
| Q1 25 | 3.6% | -0.5% | ||
| Q4 24 | 8.7% | 6.9% | ||
| Q3 24 | 4.8% | 4.8% | ||
| Q2 24 | 8.3% | 1.6% | ||
| Q1 24 | 7.5% | -1.2% |
| Q4 25 | 5.4% | 1.0% | ||
| Q3 25 | 6.7% | 0.9% | ||
| Q2 25 | 6.6% | 1.7% | ||
| Q1 25 | 4.6% | 1.3% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 6.9% | 1.1% | ||
| Q2 24 | 5.7% | 1.2% | ||
| Q1 24 | 4.9% | 1.4% |
| Q4 25 | 2.43× | — | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | -0.70× | ||
| Q1 25 | 2.57× | 0.14× | ||
| Q4 24 | 2.74× | 2.00× | ||
| Q3 24 | 2.88× | 0.86× | ||
| Q2 24 | 2.73× | 0.81× | ||
| Q1 24 | 2.57× | 0.06× |
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% |
VAC
| Cost Reimbursement | $467.0M | 38% |
| Time Share | $381.0M | 31% |
| Management And Exchange | $212.0M | 17% |
| Ancillary Revenues | $64.0M | 5% |
| Management Service | $55.0M | 4% |
| Service Other | $36.0M | 3% |
