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Side-by-side financial comparison of Post Holdings, Inc. (POST) and WATSCO INC (WSO). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.5B, roughly 1.4× WATSCO INC). WATSCO INC runs the higher net margin — 6.1% vs 4.5%, a 1.6% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 0.1%). Over the past eight quarters, Post Holdings, Inc.'s revenue compounded faster (4.3% CAGR vs -15.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Watsco, Inc. is a distributor of air conditioning, heating and refrigeration equipment, and related parts and supplies (HVAC/R) in the United States. Watsco was founded more than 60 years ago as a manufacturer of parts, components, and tools used in the HVAC/R industry. In 1989, the company shifted from manufacturing to distribution, by acquiring Gemaire Distributors Inc., a South Florida-based Rheem distributor.
POST vs WSO — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $1.5B |
| Net Profit | $96.8M | $92.9M |
| Gross Margin | 29.4% | 27.9% |
| Operating Margin | 11.0% | 7.2% |
| Net Margin | 4.5% | 6.1% |
| Revenue YoY | 10.1% | 0.1% |
| Net Profit YoY | -14.6% | -1.7% |
| EPS (diluted) | $1.71 | — |
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.
| Q1 26 | — | $1.5B | ||
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $2.2B | ||
| Q2 24 | $1.9B | $2.1B |
| Q1 26 | — | $92.9M | ||
| Q4 25 | $96.8M | $71.7M | ||
| Q3 25 | $51.0M | $161.6M | ||
| Q2 25 | $108.8M | $183.6M | ||
| Q1 25 | $62.6M | $80.1M | ||
| Q4 24 | $113.3M | $96.8M | ||
| Q3 24 | $81.6M | $171.0M | ||
| Q2 24 | $99.8M | $181.4M |
| Q1 26 | — | 27.9% | ||
| Q4 25 | 29.4% | 27.1% | ||
| Q3 25 | 26.8% | 27.5% | ||
| Q2 25 | 30.0% | 29.3% | ||
| Q1 25 | 28.0% | 28.1% | ||
| Q4 24 | 30.1% | 26.7% | ||
| Q3 24 | 28.6% | 26.2% | ||
| Q2 24 | 29.6% | 27.1% |
| Q1 26 | — | 7.2% | ||
| Q4 25 | 11.0% | 6.4% | ||
| Q3 25 | 7.5% | 11.4% | ||
| Q2 25 | 11.8% | 13.2% | ||
| Q1 25 | 9.3% | 7.3% | ||
| Q4 24 | 10.8% | 7.8% | ||
| Q3 24 | 9.5% | 11.6% | ||
| Q2 24 | 10.4% | 12.6% |
| Q1 26 | — | 6.1% | ||
| Q4 25 | 4.5% | 4.5% | ||
| Q3 25 | 2.3% | 7.8% | ||
| Q2 25 | 5.5% | 8.9% | ||
| Q1 25 | 3.2% | 5.2% | ||
| Q4 24 | 5.7% | 5.5% | ||
| Q3 24 | 4.1% | 7.9% | ||
| Q2 24 | 5.1% | 8.5% |
| Q1 26 | — | — | ||
| Q4 25 | $1.71 | $1.82 | ||
| Q3 25 | $0.91 | $3.98 | ||
| Q2 25 | $1.79 | $4.52 | ||
| Q1 25 | $1.03 | $1.93 | ||
| Q4 24 | $1.78 | $2.42 | ||
| Q3 24 | $1.28 | $4.22 | ||
| Q2 24 | $1.53 | $4.49 |
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 | $392.7M |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $3.2B |
| Total Assets | $13.0B | $4.6B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $392.7M | ||
| Q4 25 | $279.3M | $733.3M | ||
| Q3 25 | $176.7M | $524.3M | ||
| Q2 25 | $1.1B | $293.0M | ||
| Q1 25 | $617.6M | $431.8M | ||
| Q4 24 | $872.9M | $781.9M | ||
| Q3 24 | $787.4M | $550.0M | ||
| Q2 24 | $333.8M | $424.9M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $361.6M | ||
| Q3 25 | $7.4B | $340.8M | ||
| Q2 25 | $7.3B | $338.7M | ||
| Q1 25 | $6.9B | $346.4M | ||
| Q4 24 | $6.9B | $337.2M | ||
| Q3 24 | $6.8B | $321.0M | ||
| Q2 24 | $6.4B | $307.1M |
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $3.8B | $2.8B | ||
| Q2 25 | $4.0B | $2.8B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $4.1B | $2.7B | ||
| Q2 24 | $3.9B | $2.6B |
| Q1 26 | — | $4.6B | ||
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.5B | $4.6B | ||
| Q2 25 | $13.4B | $4.7B | ||
| Q1 25 | $12.8B | $4.5B | ||
| Q4 24 | $12.8B | $4.5B | ||
| Q3 24 | $12.9B | $4.5B | ||
| Q2 24 | $12.1B | $4.4B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.13× | ||
| Q3 25 | 1.98× | 0.12× | ||
| Q2 25 | 1.84× | 0.12× | ||
| Q1 25 | 1.81× | 0.13× | ||
| Q4 24 | 1.79× | 0.13× | ||
| Q3 24 | 1.67× | 0.12× | ||
| Q2 24 | 1.62× | 0.12× |
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 | — |
| Free Cash FlowOCF − Capex | $119.3M | — |
| FCF MarginFCF / Revenue | 5.5% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 2.43× | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $399.8M | ||
| Q3 25 | $301.3M | $354.9M | ||
| Q2 25 | $225.9M | $-7.4M | ||
| Q1 25 | $160.7M | $-177.6M | ||
| Q4 24 | $310.4M | $378.9M | ||
| Q3 24 | $235.4M | $232.8M | ||
| Q2 24 | $272.3M | $57.7M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $388.5M | ||
| Q3 25 | $151.6M | $346.1M | ||
| Q2 25 | $94.9M | $-14.3M | ||
| Q1 25 | $70.2M | $-185.2M | ||
| Q4 24 | $171.4M | $370.9M | ||
| Q3 24 | $96.2M | $223.0M | ||
| Q2 24 | $161.5M | $51.3M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 24.6% | ||
| Q3 25 | 6.7% | 16.7% | ||
| Q2 25 | 4.8% | -0.7% | ||
| Q1 25 | 3.6% | -12.1% | ||
| Q4 24 | 8.7% | 21.1% | ||
| Q3 24 | 4.8% | 10.3% | ||
| Q2 24 | 8.3% | 2.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.7% | ||
| Q3 25 | 6.7% | 0.4% | ||
| Q2 25 | 6.6% | 0.3% | ||
| Q1 25 | 4.6% | 0.5% | ||
| Q4 24 | 7.0% | 0.5% | ||
| Q3 24 | 6.9% | 0.5% | ||
| Q2 24 | 5.7% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 5.57× | ||
| Q3 25 | 5.91× | 2.20× | ||
| Q2 25 | 2.08× | -0.04× | ||
| Q1 25 | 2.57× | -2.22× | ||
| Q4 24 | 2.74× | 3.91× | ||
| Q3 24 | 2.88× | 1.36× | ||
| Q2 24 | 2.73× | 0.32× |
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% |
WSO
Segment breakdown not available.
