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エア・プロダクツ（APD）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
エア・プロダクツの直近四半期売上が大きい（$3.2B vs $2.2B、Post Holdings, Inc.の約1.5倍）。エア・プロダクツの純利益率が高く（22.9% vs 4.5%、差は18.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 8.8%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 3.1%）
エア・プロダクツは世界中で大気ガス、プロセスガス、特殊ガス、関連機器及びサービスを提供する大手産業ガス企業です。酸素、窒素、アルゴン、水素、ヘリウム、二酸化炭素、一酸化炭素、合成ガスを取り扱うほか、空分装置や非極低温発生装置なども供給し、石油精製、化学工業、ガス化など多様な業界に対応しています。
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。
APD vs POST — 直接比較
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.2B | $2.2B |
| 純利益 | $724.8M | $96.8M |
| 粗利率 | 31.1% | 29.4% |
| 営業利益率 | — | 11.0% |
| 純利益率 | 22.9% | 4.5% |
| 売上前年比 | 8.8% | 10.1% |
| 純利益前年比 | 166.6% | -14.6% |
| EPS（希薄化後） | $3.19 | $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
| Q1 26 | $3.2B | — | ||
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.0B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | $3.2B | $2.0B | ||
| Q2 24 | $3.0B | $1.9B |
| Q1 26 | $724.8M | — | ||
| Q4 25 | $678.2M | $96.8M | ||
| Q3 25 | $4.9M | $51.0M | ||
| Q2 25 | $713.8M | $108.8M | ||
| Q1 25 | $-1.7B | $62.6M | ||
| Q4 24 | $617.4M | $113.3M | ||
| Q3 24 | $1.9B | $81.6M | ||
| Q2 24 | $696.6M | $99.8M |
| Q1 26 | 31.1% | — | ||
| Q4 25 | 32.1% | 29.4% | ||
| Q3 25 | 32.3% | 26.8% | ||
| Q2 25 | 32.5% | 30.0% | ||
| Q1 25 | 29.6% | 28.0% | ||
| Q4 24 | 31.2% | 30.1% | ||
| Q3 24 | 34.0% | 28.6% | ||
| Q2 24 | 32.8% | 29.6% |
| Q1 26 | — | — | ||
| Q4 25 | 23.7% | 11.0% | ||
| Q3 25 | 0.5% | 7.5% | ||
| Q2 25 | 26.2% | 11.8% | ||
| Q1 25 | -79.8% | 9.3% | ||
| Q4 24 | 22.0% | 10.8% | ||
| Q3 24 | 76.1% | 9.5% | ||
| Q2 24 | 24.7% | 10.4% |
| Q1 26 | 22.9% | — | ||
| Q4 25 | 21.9% | 4.5% | ||
| Q3 25 | 0.2% | 2.3% | ||
| Q2 25 | 23.6% | 5.5% | ||
| Q1 25 | -59.3% | 3.2% | ||
| Q4 24 | 21.1% | 5.7% | ||
| Q3 24 | 61.2% | 4.1% | ||
| Q2 24 | 23.3% | 5.1% |
| Q1 26 | $3.19 | — | ||
| Q4 25 | $3.04 | $1.71 | ||
| Q3 25 | $0.03 | $0.91 | ||
| Q2 25 | $3.20 | $1.79 | ||
| Q1 25 | $-7.77 | $1.03 | ||
| Q4 24 | $2.77 | $1.78 | ||
| Q3 24 | $8.75 | $1.28 | ||
| Q2 24 | $3.13 | $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 | — | $279.3M |
| 総負債低いほど良い | $17.4M | $7.5B |
| 株主資本純資産 | $18.1M | $3.5B |
| 総資産 | $41.6M | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.96× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $279.3M | ||
| Q3 25 | $1.9B | $176.7M | ||
| Q2 25 | $2.3B | $1.1B | ||
| Q1 25 | $1.6B | $617.6M | ||
| Q4 24 | $2.0B | $872.9M | ||
| Q3 24 | $3.0B | $787.4M | ||
| Q2 24 | $2.4B | $333.8M |
| Q1 26 | $17.4M | — | ||
| 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 26 | $18.1M | — | ||
| Q4 25 | $15.4B | $3.5B | ||
| Q3 25 | $15.0B | $3.8B | ||
| Q2 25 | $15.5B | $4.0B | ||
| Q1 25 | $14.7B | $3.8B | ||
| Q4 24 | $16.7B | $3.9B | ||
| Q3 24 | $17.0B | $4.1B | ||
| Q2 24 | $15.1B | $3.9B |
| Q1 26 | $41.6M | — | ||
| Q4 25 | $41.2B | $13.0B | ||
| Q3 25 | $41.1B | $13.5B | ||
| Q2 25 | $41.7B | $13.4B | ||
| Q1 25 | $38.9B | $12.8B | ||
| Q4 24 | $40.0B | $12.8B | ||
| Q3 24 | $39.6B | $12.9B | ||
| Q2 24 | $37.0B | $12.1B |
| Q1 26 | 0.96× | — | ||
| 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× |
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 | 56.4% | 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
| Q1 26 | — | — | ||
| Q4 25 | $900.7M | $235.7M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | $855.8M | $225.9M | ||
| Q1 25 | $328.1M | $160.7M | ||
| Q4 24 | $811.7M | $310.4M | ||
| Q3 24 | — | $235.4M | ||
| Q2 24 | $1.3B | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $-350.5M | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | $-640.0M | $94.9M | ||
| Q1 25 | $-1.6B | $70.2M | ||
| Q4 24 | $-1.3B | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | $-345.2M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | -11.3% | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | -21.2% | 4.8% | ||
| Q1 25 | -53.6% | 3.6% | ||
| Q4 24 | -44.5% | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | -11.6% | 8.3% |
| Q1 26 | 56.4% | — | ||
| Q4 25 | 40.3% | 5.4% | ||
| Q3 25 | 47.9% | 6.7% | ||
| Q2 25 | 49.5% | 6.6% | ||
| Q1 25 | 64.9% | 4.6% | ||
| Q4 24 | 72.2% | 7.0% | ||
| Q3 24 | 65.1% | 6.9% | ||
| Q2 24 | 53.8% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.33× | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | 1.20× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 1.31× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 1.81× | 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
APD
セグメントデータなし
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% |
