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Side-by-side financial comparison of Post Holdings, Inc. (POST) and V F CORP (VFC). Click either name above to swap in a different company.
V F CORP is the larger business by last-quarter revenue ($2.9B vs $2.2B, roughly 1.3× Post Holdings, Inc.). V F CORP runs the higher net margin — 10.5% vs 4.5%, a 6.0% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 1.5%). V F CORP produced more free cash flow last quarter ($977.9M vs $119.3M). Over the past eight quarters, V F CORP's revenue compounded faster (10.1% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
The F. W. Woolworth Company was a retail company and one of the pioneers of the five-and-dime store. It was among the most successful American and international five-and-dime businesses, setting trends and creating the modern retail model that stores worldwide follow today.
POST vs VFC — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.9B |
| Net Profit | $96.8M | $300.8M |
| Gross Margin | 29.4% | 56.6% |
| Operating Margin | 11.0% | 10.1% |
| Net Margin | 4.5% | 10.5% |
| Revenue YoY | 10.1% | 1.5% |
| Net Profit YoY | -14.6% | 79.3% |
| EPS (diluted) | $1.71 | $0.76 |
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 | $2.9B | ||
| Q3 25 | $2.2B | $2.8B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.8B | ||
| Q3 24 | $2.0B | $2.8B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $2.0B | $2.4B |
| Q4 25 | $96.8M | $300.8M | ||
| Q3 25 | $51.0M | $189.8M | ||
| Q2 25 | $108.8M | $-116.4M | ||
| Q1 25 | $62.6M | $-150.8M | ||
| Q4 24 | $113.3M | $167.8M | ||
| Q3 24 | $81.6M | $52.2M | ||
| Q2 24 | $99.8M | $-258.9M | ||
| Q1 24 | $97.2M | $-418.3M |
| Q4 25 | 29.4% | 56.6% | ||
| Q3 25 | 26.8% | 52.2% | ||
| Q2 25 | 30.0% | 53.9% | ||
| Q1 25 | 28.0% | 52.7% | ||
| Q4 24 | 30.1% | 56.3% | ||
| Q3 24 | 28.6% | 52.2% | ||
| Q2 24 | 29.6% | 52.0% | ||
| Q1 24 | 29.0% | 48.4% |
| Q4 25 | 11.0% | 10.1% | ||
| Q3 25 | 7.5% | 11.2% | ||
| Q2 25 | 11.8% | -4.9% | ||
| Q1 25 | 9.3% | 2.2% | ||
| Q4 24 | 10.8% | 8.0% | ||
| Q3 24 | 9.5% | 9.9% | ||
| Q2 24 | 10.4% | -12.6% | ||
| Q1 24 | 9.5% | -15.0% |
| Q4 25 | 4.5% | 10.5% | ||
| Q3 25 | 2.3% | 6.8% | ||
| Q2 25 | 5.5% | -6.6% | ||
| Q1 25 | 3.2% | -7.5% | ||
| Q4 24 | 5.7% | 5.9% | ||
| Q3 24 | 4.1% | 1.9% | ||
| Q2 24 | 5.1% | -13.6% | ||
| Q1 24 | 4.9% | -17.6% |
| Q4 25 | $1.71 | $0.76 | ||
| Q3 25 | $0.91 | $0.48 | ||
| Q2 25 | $1.79 | $-0.30 | ||
| Q1 25 | $1.03 | $-0.37 | ||
| Q4 24 | $1.78 | $0.43 | ||
| Q3 24 | $1.28 | $0.13 | ||
| Q2 24 | $1.53 | $-0.67 | ||
| Q1 24 | $1.48 | $-1.07 |
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 | $1.5B |
| Total DebtLower is stronger | $7.5B | $3.6B |
| Stockholders' EquityBook value | $3.5B | $1.8B |
| Total Assets | $13.0B | $10.4B |
| Debt / EquityLower = less leverage | 2.16× | 1.99× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | $1.5B | ||
| Q3 25 | $176.7M | $419.1M | ||
| Q2 25 | $1.1B | $642.4M | ||
| Q1 25 | $617.6M | $429.4M | ||
| Q4 24 | $872.9M | $1.4B | ||
| Q3 24 | $787.4M | $492.2M | ||
| Q2 24 | $333.8M | $637.4M | ||
| Q1 24 | $333.4M | $674.6M |
| Q4 25 | $7.5B | $3.6B | ||
| Q3 25 | $7.4B | $3.5B | ||
| Q2 25 | $7.3B | $3.6B | ||
| Q1 25 | $6.9B | $3.4B | ||
| Q4 24 | $6.9B | $3.9B | ||
| Q3 24 | $6.8B | $4.0B | ||
| Q2 24 | $6.4B | $3.9B | ||
| Q1 24 | $6.4B | $4.7B |
| Q4 25 | $3.5B | $1.8B | ||
| Q3 25 | $3.8B | $1.5B | ||
| Q2 25 | $4.0B | $1.3B | ||
| Q1 25 | $3.8B | $1.5B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $3.9B | $1.4B | ||
| Q1 24 | $4.0B | $1.7B |
| Q4 25 | $13.0B | $10.4B | ||
| Q3 25 | $13.5B | $10.6B | ||
| Q2 25 | $13.4B | $10.2B | ||
| Q1 25 | $12.8B | $9.4B | ||
| Q4 24 | $12.8B | $10.6B | ||
| Q3 24 | $12.9B | $12.2B | ||
| Q2 24 | $12.1B | $11.5B | ||
| Q1 24 | $12.2B | $11.6B |
| Q4 25 | 2.16× | 1.99× | ||
| Q3 25 | 1.98× | 2.40× | ||
| Q2 25 | 1.84× | 2.76× | ||
| Q1 25 | 1.81× | 2.30× | ||
| Q4 24 | 1.79× | 2.31× | ||
| Q3 24 | 1.67× | 2.86× | ||
| Q2 24 | 1.62× | 2.84× | ||
| Q1 24 | 1.61× | 2.84× |
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 | $1.0B |
| Free Cash FlowOCF − Capex | $119.3M | $977.9M |
| FCF MarginFCF / Revenue | 5.5% | 34.0% |
| Capex IntensityCapex / Revenue | 5.4% | 1.1% |
| Cash ConversionOCF / Net Profit | 2.43× | 3.36× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $357.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $1.0B | ||
| Q3 25 | $301.3M | $-227.0M | ||
| Q2 25 | $225.9M | $-145.5M | ||
| Q1 25 | $160.7M | $-171.1M | ||
| Q4 24 | $310.4M | $918.1M | ||
| Q3 24 | $235.4M | $-301.6M | ||
| Q2 24 | $272.3M | $19.8M | ||
| Q1 24 | $249.6M | — |
| Q4 25 | $119.3M | $977.9M | ||
| Q3 25 | $151.6M | $-253.5M | ||
| Q2 25 | $94.9M | $-173.7M | ||
| Q1 25 | $70.2M | $-193.0M | ||
| Q4 24 | $171.4M | $899.7M | ||
| Q3 24 | $96.2M | $-322.4M | ||
| Q2 24 | $161.5M | $-5.4M | ||
| Q1 24 | $150.9M | — |
| Q4 25 | 5.5% | 34.0% | ||
| Q3 25 | 6.7% | -9.0% | ||
| Q2 25 | 4.8% | -9.9% | ||
| Q1 25 | 3.6% | -9.6% | ||
| Q4 24 | 8.7% | 31.7% | ||
| Q3 24 | 4.8% | -11.7% | ||
| Q2 24 | 8.3% | -0.3% | ||
| Q1 24 | 7.5% | — |
| Q4 25 | 5.4% | 1.1% | ||
| Q3 25 | 6.7% | 0.9% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 4.6% | 1.1% | ||
| Q4 24 | 7.0% | 0.6% | ||
| Q3 24 | 6.9% | 0.8% | ||
| Q2 24 | 5.7% | 1.3% | ||
| Q1 24 | 4.9% | — |
| Q4 25 | 2.43× | 3.36× | ||
| Q3 25 | 5.91× | -1.20× | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 5.47× | ||
| Q3 24 | 2.88× | -5.78× | ||
| Q2 24 | 2.73× | — | ||
| 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% |
VFC
| Outdoor | $1.9B | 67% |
| Sales Channel Through Intermediary | $813.4M | 28% |
| Other | $136.3M | 5% |
