vs
Ametek（AME）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
Post Holdings, Inc.の直近四半期売上が大きい（$2.2B vs $1.9B、Ametekの約1.1倍）。Ametekの純利益率が高く（20.7% vs 4.5%、差は16.3%）。Ametekの前年同期比売上増加率が高い（11.3% vs 10.1%）。過去8四半期でAmetekの売上複合成長率が高い（5.4% vs 4.3%）
AMETEK Inc.は米国発の多国籍コングロマリットで、電子計測器および電気機械装置の世界的な設計・製造企業です。本社を米国に置き、世界中に150以上の拠点を持ち、各業界の顧客に高品質な製品とソリューションを提供しています。
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。
AME vs POST — 直接比較
売上が大きい
POST
1.1倍大きい
$1.9B
売上成長率が高い
AME
+1.2%の差
10.1%
純利益率が高い
AME
純利益率が16.3%高い
4.5%
2年売上CAGRが高い
AME
2年複合成長率
4.3%
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.9B | $2.2B |
| 純利益 | $399.4M | $96.8M |
| 粗利率 | 37.2% | 29.4% |
| 営業利益率 | 26.7% | 11.0% |
| 純利益率 | 20.7% | 4.5% |
| 売上前年比 | 11.3% | 10.1% |
| 純利益前年比 | 13.5% | -14.6% |
| EPS（希薄化後） | $1.74 | $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
売上AMEPOST
| Q1 26 | $1.9B | — | ||
| Q4 25 | $2.0B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.7B | $1.9B |
純利益AMEPOST
| Q1 26 | $399.4M | — | ||
| Q4 25 | $398.6M | $96.8M | ||
| Q3 25 | $371.4M | $51.0M | ||
| Q2 25 | $358.4M | $108.8M | ||
| Q1 25 | $351.8M | $62.6M | ||
| Q4 24 | $387.3M | $113.3M | ||
| Q3 24 | $340.2M | $81.6M | ||
| Q2 24 | $337.7M | $99.8M |
粗利率AMEPOST
| Q1 26 | 37.2% | — | ||
| Q4 25 | 36.0% | 29.4% | ||
| Q3 25 | 36.3% | 26.8% | ||
| Q2 25 | 35.8% | 30.0% | ||
| Q1 25 | 36.1% | 28.0% | ||
| Q4 24 | 36.6% | 30.1% | ||
| Q3 24 | 36.0% | 28.6% | ||
| Q2 24 | 36.0% | 29.6% |
営業利益率AMEPOST
| Q1 26 | 26.7% | — | ||
| Q4 25 | 25.3% | 11.0% | ||
| Q3 25 | 25.8% | 7.5% | ||
| Q2 25 | 26.0% | 11.8% | ||
| Q1 25 | 26.3% | 9.3% | ||
| Q4 24 | 26.6% | 10.8% | ||
| Q3 24 | 26.1% | 9.5% | ||
| Q2 24 | 25.8% | 10.4% |
純利益率AMEPOST
| Q1 26 | 20.7% | — | ||
| Q4 25 | 19.9% | 4.5% | ||
| Q3 25 | 19.6% | 2.3% | ||
| Q2 25 | 20.2% | 5.5% | ||
| Q1 25 | 20.3% | 3.2% | ||
| Q4 24 | 22.0% | 5.7% | ||
| Q3 24 | 19.9% | 4.1% | ||
| Q2 24 | 19.5% | 5.1% |
EPS（希薄化後）AMEPOST
| Q1 26 | $1.74 | — | ||
| Q4 25 | $1.73 | $1.71 | ||
| Q3 25 | $1.60 | $0.91 | ||
| Q2 25 | $1.55 | $1.79 | ||
| Q1 25 | $1.52 | $1.03 | ||
| Q4 24 | $1.67 | $1.78 | ||
| Q3 24 | $1.47 | $1.28 | ||
| Q2 24 | $1.45 | $1.53 |
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 | $481.3M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $10.9B | $3.5B |
| 総資産 | $16.3B | $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
現金・短期投資AMEPOST
| Q1 26 | $481.3M | — | ||
| Q4 25 | $458.0M | $279.3M | ||
| Q3 25 | $439.2M | $176.7M | ||
| Q2 25 | $619.7M | $1.1B | ||
| Q1 25 | $399.0M | $617.6M | ||
| Q4 24 | $374.0M | $872.9M | ||
| Q3 24 | $396.3M | $787.4M | ||
| Q2 24 | $396.6M | $333.8M |
総負債AMEPOST
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $2.1B | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
株主資本AMEPOST
| Q1 26 | $10.9B | — | ||
| Q4 25 | $10.6B | $3.5B | ||
| Q3 25 | $10.5B | $3.8B | ||
| Q2 25 | $10.4B | $4.0B | ||
| Q1 25 | $10.0B | $3.8B | ||
| Q4 24 | $9.7B | $3.9B | ||
| Q3 24 | $9.6B | $4.1B | ||
| Q2 24 | $9.3B | $3.9B |
総資産AMEPOST
| Q1 26 | $16.3B | — | ||
| Q4 25 | $16.1B | $13.0B | ||
| Q3 25 | $16.2B | $13.5B | ||
| Q2 25 | $15.3B | $13.4B | ||
| Q1 25 | $14.9B | $12.8B | ||
| Q4 24 | $14.6B | $12.8B | ||
| Q3 24 | $14.8B | $12.9B | ||
| Q2 24 | $14.8B | $12.1B |
負債/資本比率AMEPOST
| Q1 26 | — | — | ||
| Q4 25 | 0.21× | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.22× | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
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 | — | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $119.3M |
| FCFマージンFCF / 売上 | — | 5.5% |
| 設備投資強度設備投資 / 売上 | — | 5.4% |
| キャッシュ転換率営業CF / 純利益 | — | 2.43× |
| 直近12ヶ月FCF直近4四半期 | — | $436.0M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローAMEPOST
| Q1 26 | — | — | ||
| Q4 25 | $584.3M | $235.7M | ||
| Q3 25 | $440.9M | $301.3M | ||
| Q2 25 | $359.1M | $225.9M | ||
| Q1 25 | $417.5M | $160.7M | ||
| Q4 24 | $550.0M | $310.4M | ||
| Q3 24 | $487.2M | $235.4M | ||
| Q2 24 | $381.4M | $272.3M |
フリーキャッシュフローAMEPOST
| Q1 26 | — | — | ||
| Q4 25 | $527.3M | $119.3M | ||
| Q3 25 | $420.0M | $151.6M | ||
| Q2 25 | $329.8M | $94.9M | ||
| Q1 25 | $394.5M | $70.2M | ||
| Q4 24 | $498.3M | $171.4M | ||
| Q3 24 | $460.9M | $96.2M | ||
| Q2 24 | $360.0M | $161.5M |
FCFマージンAMEPOST
| Q1 26 | — | — | ||
| Q4 25 | 26.4% | 5.5% | ||
| Q3 25 | 22.2% | 6.7% | ||
| Q2 25 | 18.5% | 4.8% | ||
| Q1 25 | 22.8% | 3.6% | ||
| Q4 24 | 28.3% | 8.7% | ||
| Q3 24 | 27.0% | 4.8% | ||
| Q2 24 | 20.8% | 8.3% |
設備投資強度AMEPOST
| Q1 26 | — | — | ||
| Q4 25 | 2.9% | 5.4% | ||
| Q3 25 | 1.1% | 6.7% | ||
| Q2 25 | 1.6% | 6.6% | ||
| Q1 25 | 1.3% | 4.6% | ||
| Q4 24 | 2.9% | 7.0% | ||
| Q3 24 | 1.5% | 6.9% | ||
| Q2 24 | 1.2% | 5.7% |
キャッシュ転換率AMEPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.47× | 2.43× | ||
| Q3 25 | 1.19× | 5.91× | ||
| Q2 25 | 1.00× | 2.08× | ||
| Q1 25 | 1.19× | 2.57× | ||
| Q4 24 | 1.42× | 2.74× | ||
| Q3 24 | 1.43× | 2.88× | ||
| Q2 24 | 1.13× | 2.73× |
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
AME
| Electronic Instruments | $1.3B | 66% |
| Electromechanical | $663.9M | 34% |
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% |
