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Builders FirstSource（BLDR）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
Builders FirstSourceの直近四半期売上が大きい（$3.3B vs $2.2B、Post Holdings, Inc.の約1.5倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 2.9%、差は1.5%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -10.1%）。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 $42.7M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -14.1%）
Builders FirstSource, Inc.はフォーチュン500にランクインする建築資材の製造・供給企業です。1998年3月に設立され本社はテキサス州アービングに所在し、全米で1万5千人以上を雇用し、新築住宅建設、補修・リフォーム分野の専門事業者向けに製品や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。
BLDR vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.3B | $2.2B |
| 純利益 | $96.3M | $96.8M |
| 粗利率 | 28.3% | 29.4% |
| 営業利益率 | 0.5% | 11.0% |
| 純利益率 | 2.9% | 4.5% |
| 売上前年比 | -10.1% | 10.1% |
| 純利益前年比 | — | -14.6% |
| EPS（希薄化後） | $0.84 | $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 | $3.3B | — | ||
| Q4 25 | $3.4B | $2.2B | ||
| Q3 25 | $3.9B | $2.2B | ||
| Q2 25 | $4.2B | $2.0B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $3.8B | $2.0B | ||
| Q3 24 | $4.2B | $2.0B | ||
| Q2 24 | $4.5B | $1.9B |
| Q1 26 | $96.3M | — | ||
| Q4 25 | $31.5M | $96.8M | ||
| Q3 25 | $122.4M | $51.0M | ||
| Q2 25 | $185.0M | $108.8M | ||
| Q1 25 | $96.3M | $62.6M | ||
| Q4 24 | $190.2M | $113.3M | ||
| Q3 24 | $284.8M | $81.6M | ||
| Q2 24 | $344.1M | $99.8M |
| Q1 26 | 28.3% | — | ||
| Q4 25 | 29.8% | 29.4% | ||
| Q3 25 | 30.4% | 26.8% | ||
| Q2 25 | 30.7% | 30.0% | ||
| Q1 25 | 30.5% | 28.0% | ||
| Q4 24 | 32.3% | 30.1% | ||
| Q3 24 | 32.8% | 28.6% | ||
| Q2 24 | 32.8% | 29.6% |
| Q1 26 | 0.5% | — | ||
| Q4 25 | 1.8% | 11.0% | ||
| Q3 25 | 5.8% | 7.5% | ||
| Q2 25 | 7.4% | 11.8% | ||
| Q1 25 | 5.0% | 9.3% | ||
| Q4 24 | 8.0% | 10.8% | ||
| Q3 24 | 10.1% | 9.5% | ||
| Q2 24 | 11.0% | 10.4% |
| Q1 26 | 2.9% | — | ||
| Q4 25 | 0.9% | 4.5% | ||
| Q3 25 | 3.1% | 2.3% | ||
| Q2 25 | 4.4% | 5.5% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 5.0% | 5.7% | ||
| Q3 24 | 6.7% | 4.1% | ||
| Q2 24 | 7.7% | 5.1% |
| Q1 26 | $0.84 | — | ||
| Q4 25 | $0.29 | $1.71 | ||
| Q3 25 | $1.10 | $0.91 | ||
| Q2 25 | $1.66 | $1.79 | ||
| Q1 25 | $0.84 | $1.03 | ||
| Q4 24 | $1.65 | $1.78 | ||
| Q3 24 | $2.44 | $1.28 | ||
| Q2 24 | $2.87 | $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 | $98.3M | $279.3M |
| 総負債低いほど良い | $24.3M | $7.5B |
| 株主資本純資産 | — | $3.5B |
| 総資産 | $11.3B | $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
| Q1 26 | $98.3M | — | ||
| Q4 25 | $181.8M | $279.3M | ||
| Q3 25 | $296.2M | $176.7M | ||
| Q2 25 | $87.0M | $1.1B | ||
| Q1 25 | $115.4M | $617.6M | ||
| Q4 24 | $153.6M | $872.9M | ||
| Q3 24 | $328.1M | $787.4M | ||
| Q2 24 | $75.6M | $333.8M |
| Q1 26 | $24.3M | — | ||
| Q4 25 | $4.4B | $7.5B | ||
| Q3 25 | $4.4B | $7.4B | ||
| Q2 25 | $4.7B | $7.3B | ||
| Q1 25 | $4.5B | $6.9B | ||
| Q4 24 | $3.7B | $6.9B | ||
| Q3 24 | $3.7B | $6.8B | ||
| Q2 24 | $3.8B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | $4.4B | $3.5B | ||
| Q3 25 | $4.3B | $3.8B | ||
| Q2 25 | $4.2B | $4.0B | ||
| Q1 25 | $4.4B | $3.8B | ||
| Q4 24 | $4.3B | $3.9B | ||
| Q3 24 | $4.4B | $4.1B | ||
| Q2 24 | $4.3B | $3.9B |
| Q1 26 | $11.3B | — | ||
| Q4 25 | $11.2B | $13.0B | ||
| Q3 25 | $11.4B | $13.5B | ||
| Q2 25 | $11.5B | $13.4B | ||
| Q1 25 | $11.4B | $12.8B | ||
| Q4 24 | $10.6B | $12.8B | ||
| Q3 24 | $10.9B | $12.9B | ||
| Q2 24 | $10.7B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | 1.02× | 2.16× | ||
| Q3 25 | 1.03× | 1.98× | ||
| Q2 25 | 1.12× | 1.84× | ||
| Q1 25 | 1.02× | 1.81× | ||
| Q4 24 | 0.86× | 1.79× | ||
| Q3 24 | 0.83× | 1.67× | ||
| Q2 24 | 0.88× | 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 | $87.5M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $42.7M | $119.3M |
| FCFマージンFCF / 売上 | 1.3% | 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 | 0.91× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $863.6M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $87.5M | — | ||
| Q4 25 | $194.8M | $235.7M | ||
| Q3 25 | $547.7M | $301.3M | ||
| Q2 25 | $341.0M | $225.9M | ||
| Q1 25 | $132.3M | $160.7M | ||
| Q4 24 | $373.5M | $310.4M | ||
| Q3 24 | $730.0M | $235.4M | ||
| Q2 24 | $452.1M | $272.3M |
| Q1 26 | $42.7M | — | ||
| Q4 25 | $106.7M | $119.3M | ||
| Q3 25 | $461.9M | $151.6M | ||
| Q2 25 | $252.3M | $94.9M | ||
| Q1 25 | $32.4M | $70.2M | ||
| Q4 24 | $273.8M | $171.4M | ||
| Q3 24 | $630.4M | $96.2M | ||
| Q2 24 | $364.0M | $161.5M |
| Q1 26 | 1.3% | — | ||
| Q4 25 | 3.2% | 5.5% | ||
| Q3 25 | 11.7% | 6.7% | ||
| Q2 25 | 6.0% | 4.8% | ||
| Q1 25 | 0.9% | 3.6% | ||
| Q4 24 | 7.2% | 8.7% | ||
| Q3 24 | 14.9% | 4.8% | ||
| Q2 24 | 8.2% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.6% | 5.4% | ||
| Q3 25 | 2.2% | 6.7% | ||
| Q2 25 | 2.1% | 6.6% | ||
| Q1 25 | 2.7% | 4.6% | ||
| Q4 24 | 2.6% | 7.0% | ||
| Q3 24 | 2.4% | 6.9% | ||
| Q2 24 | 2.0% | 5.7% |
| Q1 26 | 0.91× | — | ||
| Q4 25 | 6.19× | 2.43× | ||
| Q3 25 | 4.48× | 5.91× | ||
| Q2 25 | 1.84× | 2.08× | ||
| Q1 25 | 1.37× | 2.57× | ||
| Q4 24 | 1.96× | 2.74× | ||
| Q3 24 | 2.56× | 2.88× | ||
| Q2 24 | 1.31× | 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
BLDR
| Windows, doors & millwork | $853.8M | 26% |
| Specialty building products & services | $853.4M | 26% |
| Lumber & lumber sheet goods | $845.4M | 26% |
| Manufactured products | $734.5M | 22% |
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% |
