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バスアンドボディワークス（BBWI）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 $1.6B、バスアンドボディワークスの約1.4倍）。バスアンドボディワークスの純利益率が高く（4.8% vs 4.5%、差は0.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -1.0%）。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 $-1.0M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -26.0%）
Bath & Body Works, Inc.は米国オハイオ州コロンバスに本拠を置く専門小売企業で、同名のボディケア・ホームフレグランス小売ブランド「Bath & Body Works」を展開している。2023年の売上高は74億米ドルに達し、2024年版フォーチュン米国500社ランキングで第481位にランクインした。
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。
BBWI vs POST — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.6B | $2.2B |
| 純利益 | $77.0M | $96.8M |
| 粗利率 | 41.3% | 29.4% |
| 営業利益率 | 10.1% | 11.0% |
| 純利益率 | 4.8% | 4.5% |
| 売上前年比 | -1.0% | 10.1% |
| 純利益前年比 | -27.4% | -14.6% |
| EPS（希薄化後） | $0.37 | $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 | $1.6B | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $2.8B | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $2.9B | $2.0B |
| Q4 25 | $77.0M | $96.8M | ||
| Q3 25 | $64.0M | $51.0M | ||
| Q2 25 | $105.0M | $108.8M | ||
| Q1 25 | $453.0M | $62.6M | ||
| Q4 24 | $106.0M | $113.3M | ||
| Q3 24 | $152.0M | $81.6M | ||
| Q2 24 | $87.0M | $99.8M | ||
| Q1 24 | $579.0M | $97.2M |
| Q4 25 | 41.3% | 29.4% | ||
| Q3 25 | 41.3% | 26.8% | ||
| Q2 25 | 45.4% | 30.0% | ||
| Q1 25 | 46.7% | 28.0% | ||
| Q4 24 | 43.5% | 30.1% | ||
| Q3 24 | 41.0% | 28.6% | ||
| Q2 24 | 43.8% | 29.6% | ||
| Q1 24 | 45.9% | 29.0% |
| Q4 25 | 10.1% | 11.0% | ||
| Q3 25 | 10.1% | 7.5% | ||
| Q2 25 | 14.7% | 11.8% | ||
| Q1 25 | 24.3% | 9.3% | ||
| Q4 24 | 13.5% | 10.8% | ||
| Q3 24 | 12.0% | 9.5% | ||
| Q2 24 | 13.5% | 10.4% | ||
| Q1 24 | 23.9% | 9.5% |
| Q4 25 | 4.8% | 4.5% | ||
| Q3 25 | 4.1% | 2.3% | ||
| Q2 25 | 7.4% | 5.5% | ||
| Q1 25 | 16.3% | 3.2% | ||
| Q4 24 | 6.6% | 5.7% | ||
| Q3 24 | 10.0% | 4.1% | ||
| Q2 24 | 6.3% | 5.1% | ||
| Q1 24 | 19.9% | 4.9% |
| Q4 25 | $0.37 | $1.71 | ||
| Q3 25 | $0.30 | $0.91 | ||
| Q2 25 | $0.49 | $1.79 | ||
| Q1 25 | $2.06 | $1.03 | ||
| Q4 24 | $0.49 | $1.78 | ||
| Q3 24 | $0.68 | $1.28 | ||
| Q2 24 | $0.38 | $1.53 | ||
| Q1 24 | $2.54 | $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 | $236.0M | $279.3M |
| 総負債低いほど良い | $3.9B | $7.5B |
| 株主資本純資産 | $-1.6B | $3.5B |
| 総資産 | $5.0B | $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 | $236.0M | $279.3M | ||
| Q3 25 | $364.0M | $176.7M | ||
| Q2 25 | $636.0M | $1.1B | ||
| Q1 25 | $674.0M | $617.6M | ||
| Q4 24 | $191.0M | $872.9M | ||
| Q3 24 | $514.0M | $787.4M | ||
| Q2 24 | $855.0M | $333.8M | ||
| Q1 24 | $1.1B | $333.4M |
| Q4 25 | $3.9B | $7.5B | ||
| Q3 25 | $3.9B | $7.4B | ||
| Q2 25 | $3.9B | $7.3B | ||
| Q1 25 | $3.9B | $6.9B | ||
| Q4 24 | $4.2B | $6.9B | ||
| Q3 24 | $4.2B | $6.8B | ||
| Q2 24 | $4.3B | $6.4B | ||
| Q1 24 | $4.4B | $6.4B |
| Q4 25 | $-1.6B | $3.5B | ||
| Q3 25 | $-1.5B | $3.8B | ||
| Q2 25 | $-1.5B | $4.0B | ||
| Q1 25 | $-1.4B | $3.8B | ||
| Q4 24 | $-1.7B | $3.9B | ||
| Q3 24 | $-1.7B | $4.1B | ||
| Q2 24 | $-1.7B | $3.9B | ||
| Q1 24 | $-1.6B | $4.0B |
| Q4 25 | $5.0B | $13.0B | ||
| Q3 25 | $4.8B | $13.5B | ||
| Q2 25 | $4.9B | $13.4B | ||
| Q1 25 | $4.9B | $12.8B | ||
| Q4 24 | $5.0B | $12.8B | ||
| Q3 24 | $4.9B | $12.9B | ||
| Q2 24 | $5.2B | $12.1B | ||
| Q1 24 | $5.5B | $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 | $80.0M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-1.0M | $119.3M |
| FCFマージンFCF / 売上 | -0.1% | 5.5% |
| 設備投資強度設備投資 / 売上 | 5.1% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.04× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $946.0M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $80.0M | $235.7M | ||
| Q3 25 | $-43.0M | $301.3M | ||
| Q2 25 | $188.0M | $225.9M | ||
| Q1 25 | $955.0M | $160.7M | ||
| Q4 24 | $-99.0M | $310.4M | ||
| Q3 24 | $-46.0M | $235.4M | ||
| Q2 24 | $76.0M | $272.3M | ||
| Q1 24 | $926.0M | $249.6M |
| Q4 25 | $-1.0M | $119.3M | ||
| Q3 25 | $-99.0M | $151.6M | ||
| Q2 25 | $151.0M | $94.9M | ||
| Q1 25 | $895.0M | $70.2M | ||
| Q4 24 | $-164.0M | $171.4M | ||
| Q3 24 | $-101.0M | $96.2M | ||
| Q2 24 | $30.0M | $161.5M | ||
| Q1 24 | $878.0M | $150.9M |
| Q4 25 | -0.1% | 5.5% | ||
| Q3 25 | -6.4% | 6.7% | ||
| Q2 25 | 10.6% | 4.8% | ||
| Q1 25 | 32.1% | 3.6% | ||
| Q4 24 | -10.2% | 8.7% | ||
| Q3 24 | -6.6% | 4.8% | ||
| Q2 24 | 2.2% | 8.3% | ||
| Q1 24 | 30.2% | 7.5% |
| Q4 25 | 5.1% | 5.4% | ||
| Q3 25 | 3.6% | 6.7% | ||
| Q2 25 | 2.6% | 6.6% | ||
| Q1 25 | 2.2% | 4.6% | ||
| Q4 24 | 4.0% | 7.0% | ||
| Q3 24 | 3.6% | 6.9% | ||
| Q2 24 | 3.3% | 5.7% | ||
| Q1 24 | 1.6% | 4.9% |
| Q4 25 | 1.04× | 2.43× | ||
| Q3 25 | -0.67× | 5.91× | ||
| Q2 25 | 1.79× | 2.08× | ||
| Q1 25 | 2.11× | 2.57× | ||
| Q4 24 | -0.93× | 2.74× | ||
| Q3 24 | -0.30× | 2.88× | ||
| Q2 24 | 0.87× | 2.73× | ||
| Q1 24 | 1.60× | 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
BBWI
| Bath Body Works Stores | $1.2B | 77% |
| Bath Body Works Direct | $299.0M | 19% |
| Bath Body Works International | $73.0M | 5% |
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% |
