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ABM INDUSTRIES INC（ABM）とPost Holdings, Inc.（POST）の財務データ比較。上の社名をクリックして会社を切り替えられます
ABM INDUSTRIES INCの直近四半期売上が大きい（$2.3B vs $2.2B、Post Holdings, Inc.の約1.1倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 1.5%、差は2.9%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 5.4%）。Post Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$119.3M vs $112.7M）。過去8四半期でABM INDUSTRIES INCの売上複合成長率が高い（5.3% vs 4.3%）
ABMインダストリーズは米国の大手ファシリティマネジメント企業で、1909年にモリス・ローゼンバーグによりカリフォルニア州サンフランシスコで設立されました。電気・照明工事、エネルギー管理、設備エンジニアリング、電化対応、空調設備保守、清掃、造園・敷地管理、駐車場運営、交通関連サービスなど、施設運営に必要な多岐にわたるサービスを提供しています。
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
ABM vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.3B | $2.2B |
| 純利益 | $34.8M | $96.8M |
| 粗利率 | 11.8% | 29.4% |
| 営業利益率 | 3.0% | 11.0% |
| 純利益率 | 1.5% | 4.5% |
| 売上前年比 | 5.4% | 10.1% |
| 純利益前年比 | 394.9% | -14.6% |
| EPS（希薄化後） | $0.56 | $1.71 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $2.3B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $2.1B | $2.0B | ||
| Q4 24 | $2.2B | $2.0B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $2.1B | $2.0B |
| Q4 25 | $34.8M | $96.8M | ||
| Q3 25 | $41.8M | $51.0M | ||
| Q2 25 | $42.2M | $108.8M | ||
| Q1 25 | $43.6M | $62.6M | ||
| Q4 24 | $-11.8M | $113.3M | ||
| Q3 24 | $4.7M | $81.6M | ||
| Q2 24 | $43.8M | $99.8M | ||
| Q1 24 | $44.7M | $97.2M |
| Q4 25 | 11.8% | 29.4% | ||
| Q3 25 | 12.3% | 26.8% | ||
| Q2 25 | 12.8% | 30.0% | ||
| Q1 25 | 12.3% | 28.0% | ||
| Q4 24 | 12.5% | 30.1% | ||
| Q3 24 | 12.6% | 28.6% | ||
| Q2 24 | 12.6% | 29.6% | ||
| Q1 24 | 11.8% | 29.0% |
| Q4 25 | 3.0% | 11.0% | ||
| Q3 25 | 3.8% | 7.5% | ||
| Q2 25 | 3.9% | 11.8% | ||
| Q1 25 | 3.7% | 9.3% | ||
| Q4 24 | 0.9% | 10.8% | ||
| Q3 24 | 1.8% | 9.5% | ||
| Q2 24 | 4.0% | 10.4% | ||
| Q1 24 | 3.6% | 9.5% |
| Q4 25 | 1.5% | 4.5% | ||
| Q3 25 | 1.9% | 2.3% | ||
| Q2 25 | 2.0% | 5.5% | ||
| Q1 25 | 2.1% | 3.2% | ||
| Q4 24 | -0.5% | 5.7% | ||
| Q3 24 | 0.2% | 4.1% | ||
| Q2 24 | 2.2% | 5.1% | ||
| Q1 24 | 2.2% | 4.9% |
| Q4 25 | $0.56 | $1.71 | ||
| Q3 25 | $0.67 | $0.91 | ||
| Q2 25 | $0.67 | $1.79 | ||
| Q1 25 | $0.69 | $1.03 | ||
| Q4 24 | $-0.18 | $1.78 | ||
| Q3 24 | $0.07 | $1.28 | ||
| Q2 24 | $0.69 | $1.53 | ||
| Q1 24 | $0.70 | $1.48 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $104.1M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $1.8B | $3.5B |
| 総資産 | $5.3B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $104.1M | $279.3M | ||
| Q3 25 | $69.3M | $176.7M | ||
| Q2 25 | $58.7M | $1.1B | ||
| Q1 25 | $59.0M | $617.6M | ||
| Q4 24 | $64.6M | $872.9M | ||
| Q3 24 | $86.3M | $787.4M | ||
| Q2 24 | $60.7M | $333.8M | ||
| Q1 24 | $58.0M | $333.4M |
| 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 | $1.8B | $3.5B | ||
| Q3 25 | $1.8B | $3.8B | ||
| Q2 25 | $1.8B | $4.0B | ||
| Q1 25 | $1.8B | $3.8B | ||
| Q4 24 | $1.8B | $3.9B | ||
| Q3 24 | $1.8B | $4.1B | ||
| Q2 24 | $1.8B | $3.9B | ||
| Q1 24 | $1.8B | $4.0B |
| Q4 25 | $5.3B | $13.0B | ||
| Q3 25 | $5.3B | $13.5B | ||
| Q2 25 | $5.3B | $13.4B | ||
| Q1 25 | $5.2B | $12.8B | ||
| Q4 24 | $5.1B | $12.8B | ||
| Q3 24 | $5.0B | $12.9B | ||
| Q2 24 | $4.9B | $12.1B | ||
| Q1 24 | $5.0B | $12.2B |
| 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× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $133.4M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $112.7M | $119.3M |
| FCFマージンFCF / 売上 | 4.9% | 5.5% |
| 設備投資強度設備投資 / 売上 | 0.9% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 3.83× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $155.1M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $133.4M | $235.7M | ||
| Q3 25 | $174.9M | $301.3M | ||
| Q2 25 | $32.3M | $225.9M | ||
| Q1 25 | $-106.2M | $160.7M | ||
| Q4 24 | $30.4M | $310.4M | ||
| Q3 24 | $79.4M | $235.4M | ||
| Q2 24 | $117.0M | $272.3M | ||
| Q1 24 | $-100.0K | $249.6M |
| Q4 25 | $112.7M | $119.3M | ||
| Q3 25 | $150.1M | $151.6M | ||
| Q2 25 | $15.2M | $94.9M | ||
| Q1 25 | $-122.9M | $70.2M | ||
| Q4 24 | $15.6M | $171.4M | ||
| Q3 24 | $63.9M | $96.2M | ||
| Q2 24 | $101.5M | $161.5M | ||
| Q1 24 | $-13.7M | $150.9M |
| Q4 25 | 4.9% | 5.5% | ||
| Q3 25 | 6.7% | 6.7% | ||
| Q2 25 | 0.7% | 4.8% | ||
| Q1 25 | -5.8% | 3.6% | ||
| Q4 24 | 0.7% | 8.7% | ||
| Q3 24 | 3.1% | 4.8% | ||
| Q2 24 | 5.0% | 8.3% | ||
| Q1 24 | -0.7% | 7.5% |
| Q4 25 | 0.9% | 5.4% | ||
| Q3 25 | 1.1% | 6.7% | ||
| Q2 25 | 0.8% | 6.6% | ||
| Q1 25 | 0.8% | 4.6% | ||
| Q4 24 | 0.7% | 7.0% | ||
| Q3 24 | 0.7% | 6.9% | ||
| Q2 24 | 0.8% | 5.7% | ||
| Q1 24 | 0.7% | 4.9% |
| Q4 25 | 3.83× | 2.43× | ||
| Q3 25 | 4.18× | 5.91× | ||
| Q2 25 | 0.77× | 2.08× | ||
| Q1 25 | -2.44× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 16.89× | 2.88× | ||
| Q2 24 | 2.67× | 2.73× | ||
| Q1 24 | -0.00× | 2.57× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ABM
| Facility Service Line Janitorial | $729.5M | 32% |
| Technical Solutions | $298.6M | 13% |
| Aviation | $296.7M | 13% |
| Education | $233.8M | 10% |
| Engineering And Infrastructure Service Line | $211.3M | 9% |
| Engineering And Infrastructure Service Line Operations And Maintenance | $207.2M | 9% |
| Facility Service Line Aviation Services | $134.4M | 6% |
| Facility Service Line Parking And Transportation | $108.0M | 5% |
| Management Reimbursement Revenue | $86.9M | 4% |
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% |
