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Side-by-side financial comparison of Post Holdings, Inc. (POST) and Zoetis (ZTS). Click either name above to swap in a different company.
Zoetis is the larger business by last-quarter revenue ($2.4B vs $2.2B, roughly 1.1× Post Holdings, Inc.). Zoetis runs the higher net margin — 25.3% vs 4.5%, a 20.8% gap on every dollar of revenue. On growth, Post Holdings, Inc. posted the faster year-over-year revenue change (10.1% vs 3.0%). Zoetis produced more free cash flow last quarter ($732.0M vs $119.3M). Over the past eight quarters, Zoetis's revenue compounded faster (4.4% CAGR vs 4.3%).
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
Zoetis Inc. (/zō-EH-tis/) is an American drug company, the world's largest producer of medicine and vaccinations for pets and livestock. The company was a subsidiary of Pfizer, the world's largest drug maker, but with Pfizer's spinoff of its 83% interest in the firm it is now a completely independent company. The company directly markets its products in approximately 45 countries, and sells them in more than 100 countries. Operations outside the United States accounted for 50% of the total re...
POST vs ZTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $2.2B | $2.4B |
| Net Profit | $96.8M | $603.0M |
| Gross Margin | 29.4% | 70.2% |
| Operating Margin | 11.0% | 31.9% |
| Net Margin | 4.5% | 25.3% |
| Revenue YoY | 10.1% | 3.0% |
| Net Profit YoY | -14.6% | 3.8% |
| EPS (diluted) | $1.71 | $1.37 |
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 | $2.4B | ||
| Q3 25 | $2.2B | $2.4B | ||
| Q2 25 | $2.0B | $2.5B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.4B | ||
| Q2 24 | $1.9B | $2.4B | ||
| Q1 24 | $2.0B | $2.2B |
| Q4 25 | $96.8M | $603.0M | ||
| Q3 25 | $51.0M | $721.0M | ||
| Q2 25 | $108.8M | $718.0M | ||
| Q1 25 | $62.6M | $631.0M | ||
| Q4 24 | $113.3M | $581.0M | ||
| Q3 24 | $81.6M | $682.0M | ||
| Q2 24 | $99.8M | $624.0M | ||
| Q1 24 | $97.2M | $599.0M |
| Q4 25 | 29.4% | 70.2% | ||
| Q3 25 | 26.8% | 71.5% | ||
| Q2 25 | 30.0% | 73.6% | ||
| Q1 25 | 28.0% | 72.0% | ||
| Q4 24 | 30.1% | 69.5% | ||
| Q3 24 | 28.6% | 70.6% | ||
| Q2 24 | 29.6% | 71.7% | ||
| Q1 24 | 29.0% | 70.6% |
| Q4 25 | 11.0% | 31.9% | ||
| Q3 25 | 7.5% | 37.0% | ||
| Q2 25 | 11.8% | 36.7% | ||
| Q1 25 | 9.3% | 36.5% | ||
| Q4 24 | 10.8% | 31.6% | ||
| Q3 24 | 9.5% | 36.6% | ||
| Q2 24 | 10.4% | 33.0% | ||
| Q1 24 | 9.5% | 34.1% |
| Q4 25 | 4.5% | 25.3% | ||
| Q3 25 | 2.3% | 30.0% | ||
| Q2 25 | 5.5% | 29.2% | ||
| Q1 25 | 3.2% | 28.4% | ||
| Q4 24 | 5.7% | 25.1% | ||
| Q3 24 | 4.1% | 28.6% | ||
| Q2 24 | 5.1% | 26.4% | ||
| Q1 24 | 4.9% | 27.4% |
| Q4 25 | $1.71 | $1.37 | ||
| Q3 25 | $0.91 | $1.63 | ||
| Q2 25 | $1.79 | $1.61 | ||
| Q1 25 | $1.03 | $1.41 | ||
| Q4 24 | $1.78 | $1.29 | ||
| Q3 24 | $1.28 | $1.50 | ||
| Q2 24 | $1.53 | $1.37 | ||
| Q1 24 | $1.48 | $1.31 |
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 | — |
| Total DebtLower is stronger | $7.5B | — |
| Stockholders' EquityBook value | $3.5B | $3.3B |
| Total Assets | $13.0B | $15.5B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | $2.1B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $617.6M | $1.7B | ||
| Q4 24 | $872.9M | $2.0B | ||
| Q3 24 | $787.4M | $1.7B | ||
| Q2 24 | $333.8M | $1.6B | ||
| Q1 24 | $333.4M | $2.0B |
| 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 | $3.3B | ||
| Q3 25 | $3.8B | $5.4B | ||
| Q2 25 | $4.0B | $5.0B | ||
| Q1 25 | $3.8B | $4.7B | ||
| Q4 24 | $3.9B | $4.8B | ||
| Q3 24 | $4.1B | $5.2B | ||
| Q2 24 | $3.9B | $5.0B | ||
| Q1 24 | $4.0B | $5.1B |
| Q4 25 | $13.0B | $15.5B | ||
| Q3 25 | $13.5B | $15.2B | ||
| Q2 25 | $13.4B | $14.5B | ||
| Q1 25 | $12.8B | $14.1B | ||
| Q4 24 | $12.8B | $14.2B | ||
| Q3 24 | $12.9B | $14.4B | ||
| Q2 24 | $12.1B | $14.2B | ||
| Q1 24 | $12.2B | $14.3B |
| 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 | $893.0M |
| Free Cash FlowOCF − Capex | $119.3M | $732.0M |
| FCF MarginFCF / Revenue | 5.5% | 30.7% |
| Capex IntensityCapex / Revenue | 5.4% | 6.7% |
| Cash ConversionOCF / Net Profit | 2.43× | 1.48× |
| TTM Free Cash FlowTrailing 4 quarters | $436.0M | $2.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $235.7M | $893.0M | ||
| Q3 25 | $301.3M | $938.0M | ||
| Q2 25 | $225.9M | $486.0M | ||
| Q1 25 | $160.7M | $587.0M | ||
| Q4 24 | $310.4M | $905.0M | ||
| Q3 24 | $235.4M | $951.0M | ||
| Q2 24 | $272.3M | $502.0M | ||
| Q1 24 | $249.6M | $595.0M |
| Q4 25 | $119.3M | $732.0M | ||
| Q3 25 | $151.6M | $805.0M | ||
| Q2 25 | $94.9M | $308.0M | ||
| Q1 25 | $70.2M | $438.0M | ||
| Q4 24 | $171.4M | $689.0M | ||
| Q3 24 | $96.2M | $784.0M | ||
| Q2 24 | $161.5M | $370.0M | ||
| Q1 24 | $150.9M | $455.0M |
| Q4 25 | 5.5% | 30.7% | ||
| Q3 25 | 6.7% | 33.5% | ||
| Q2 25 | 4.8% | 12.5% | ||
| Q1 25 | 3.6% | 19.7% | ||
| Q4 24 | 8.7% | 29.7% | ||
| Q3 24 | 4.8% | 32.8% | ||
| Q2 24 | 8.3% | 15.7% | ||
| Q1 24 | 7.5% | 20.8% |
| Q4 25 | 5.4% | 6.7% | ||
| Q3 25 | 6.7% | 5.5% | ||
| Q2 25 | 6.6% | 7.2% | ||
| Q1 25 | 4.6% | 6.7% | ||
| Q4 24 | 7.0% | 9.3% | ||
| Q3 24 | 6.9% | 7.0% | ||
| Q2 24 | 5.7% | 5.6% | ||
| Q1 24 | 4.9% | 6.4% |
| Q4 25 | 2.43× | 1.48× | ||
| Q3 25 | 5.91× | 1.30× | ||
| Q2 25 | 2.08× | 0.68× | ||
| Q1 25 | 2.57× | 0.93× | ||
| Q4 24 | 2.74× | 1.56× | ||
| Q3 24 | 2.88× | 1.39× | ||
| Q2 24 | 2.73× | 0.80× | ||
| Q1 24 | 2.57× | 0.99× |
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% |
ZTS
| Other | $1.3B | 56% |
| Livestock | $234.0M | 10% |
| Pain Sedation | $209.0M | 9% |
| Other Pharmaceuticals | $188.0M | 8% |
| Swine | $125.0M | 5% |
| Poultry | $117.0M | 5% |
| Fish | $81.0M | 3% |
| Other Non Pharmaceuticals | $70.0M | 3% |
| Manufactured Product Other | $18.0M | 1% |
| Medicated Feed Additives | $12.0M | 1% |
