vs
Brown & Brown（BRO）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、Brown & Brownの約1.4倍）。Brown & Brownの純利益率が高く（16.5% vs 4.5%、差は12.0%）。Brown & Brownの前年同期比売上増加率が高い（35.8% vs 10.1%）。Brown & Brownの直近四半期フリーキャッシュフローが多い（$424.0M vs $119.3M）。過去8四半期でBrown & Brownの売上複合成長率が高い（13.0% vs 4.3%）
ブラウン&ブラウン社は米国フロリダ州デイトナビーチに本社を置く保険ブローカー企業で、米国最大級の独立系保険仲介業者の1つです。企業、政府機関、専門団体、業界団体、個人顧客にリスクマネジメントソリューション、保険商品及び関連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。
BRO vs POST — 直接比較
売上が大きい
POST
1.4倍大きい
$1.6B
売上成長率が高い
BRO
+25.7%の差
10.1%
純利益率が高い
BRO
純利益率が12.0%高い
4.5%
フリーキャッシュフローが多い
BRO
FCF $304.7M多い
$119.3M
2年売上CAGRが高い
BRO
2年複合成長率
4.3%
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.6B | $2.2B |
| 純利益 | $265.0M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | — | 11.0% |
| 純利益率 | 16.5% | 4.5% |
| 売上前年比 | 35.8% | 10.1% |
| 純利益前年比 | 26.8% | -14.6% |
| EPS（希薄化後） | $0.55 | $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BROPOST
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B | ||
| Q1 24 | $1.3B | $2.0B |
純利益BROPOST
| Q4 25 | $265.0M | $96.8M | ||
| Q3 25 | $227.0M | $51.0M | ||
| Q2 25 | $231.0M | $108.8M | ||
| Q1 25 | $331.0M | $62.6M | ||
| Q4 24 | $209.0M | $113.3M | ||
| Q3 24 | $234.0M | $81.6M | ||
| Q2 24 | $257.0M | $99.8M | ||
| Q1 24 | $293.0M | $97.2M |
粗利率BROPOST
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% | ||
| Q1 24 | — | 29.0% |
営業利益率BROPOST
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | 23.3% | 10.8% | ||
| Q3 24 | 26.7% | 9.5% | ||
| Q2 24 | 29.4% | 10.4% | ||
| Q1 24 | 28.9% | 9.5% |
純利益率BROPOST
| Q4 25 | 16.5% | 4.5% | ||
| Q3 25 | 14.1% | 2.3% | ||
| Q2 25 | 18.0% | 5.5% | ||
| Q1 25 | 23.6% | 3.2% | ||
| Q4 24 | 17.7% | 5.7% | ||
| Q3 24 | 19.7% | 4.1% | ||
| Q2 24 | 21.8% | 5.1% | ||
| Q1 24 | 23.3% | 4.9% |
EPS（希薄化後）BROPOST
| Q4 25 | $0.55 | $1.71 | ||
| Q3 25 | $0.68 | $0.91 | ||
| Q2 25 | $0.78 | $1.79 | ||
| Q1 25 | $1.15 | $1.03 | ||
| Q4 24 | $0.73 | $1.78 | ||
| Q3 24 | $0.81 | $1.28 | ||
| Q2 24 | $0.90 | $1.53 | ||
| Q1 24 | $1.02 | $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 | $1.1B | $279.3M |
| 総負債低いほど良い | $7.6B | $7.5B |
| 株主資本純資産 | $12.6B | $3.5B |
| 総資産 | $30.0B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.61× | 2.16× |
8四半期トレンド — 暦四半期で整列
現金・短期投資BROPOST
| Q4 25 | $1.1B | $279.3M | ||
| Q3 25 | $1.2B | $176.7M | ||
| Q2 25 | $8.9B | $1.1B | ||
| Q1 25 | $669.0M | $617.6M | ||
| Q4 24 | $685.0M | $872.9M | ||
| Q3 24 | $968.0M | $787.4M | ||
| Q2 24 | $1.1B | $333.8M | ||
| Q1 24 | $591.0M | $333.4M |
総負債BROPOST
| Q4 25 | $7.6B | $7.5B | ||
| Q3 25 | $7.7B | $7.4B | ||
| Q2 25 | $7.5B | $7.3B | ||
| Q1 25 | $3.8B | $6.9B | ||
| Q4 24 | $3.8B | $6.9B | ||
| Q3 24 | $3.6B | $6.8B | ||
| Q2 24 | $4.1B | $6.4B | ||
| Q1 24 | $3.9B | $6.4B |
株主資本BROPOST
| Q4 25 | $12.6B | $3.5B | ||
| Q3 25 | $12.4B | $3.8B | ||
| Q2 25 | $11.6B | $4.0B | ||
| Q1 25 | $6.8B | $3.8B | ||
| Q4 24 | $6.4B | $3.9B | ||
| Q3 24 | $6.5B | $4.1B | ||
| Q2 24 | $6.0B | $3.9B | ||
| Q1 24 | $5.8B | $4.0B |
総資産BROPOST
| Q4 25 | $30.0B | $13.0B | ||
| Q3 25 | $29.4B | $13.5B | ||
| Q2 25 | $25.6B | $13.4B | ||
| Q1 25 | $16.8B | $12.8B | ||
| Q4 24 | $17.6B | $12.8B | ||
| Q3 24 | $17.5B | $12.9B | ||
| Q2 24 | $15.9B | $12.1B | ||
| Q1 24 | $14.8B | $12.2B |
負債/資本比率BROPOST
| Q4 25 | 0.61× | 2.16× | ||
| Q3 25 | 0.62× | 1.98× | ||
| Q2 25 | 0.65× | 1.84× | ||
| Q1 25 | 0.56× | 1.81× | ||
| Q4 24 | 0.59× | 1.79× | ||
| Q3 24 | 0.55× | 1.67× | ||
| Q2 24 | 0.68× | 1.62× | ||
| Q1 24 | 0.67× | 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 | $444.0M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $424.0M | $119.3M |
| FCFマージンFCF / 売上 | 26.4% | 5.5% |
| 設備投資強度設備投資 / 売上 | 1.2% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.68× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $1.4B | $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BROPOST
| Q4 25 | $444.0M | $235.7M | ||
| Q3 25 | $468.0M | $301.3M | ||
| Q2 25 | $325.0M | $225.9M | ||
| Q1 25 | $213.0M | $160.7M | ||
| Q4 24 | $361.0M | $310.4M | ||
| Q3 24 | $440.0M | $235.4M | ||
| Q2 24 | $360.0M | $272.3M | ||
| Q1 24 | $13.0M | $249.6M |
フリーキャッシュフローBROPOST
| Q4 25 | $424.0M | $119.3M | ||
| Q3 25 | $452.0M | $151.6M | ||
| Q2 25 | $310.0M | $94.9M | ||
| Q1 25 | $196.0M | $70.2M | ||
| Q4 24 | $341.0M | $171.4M | ||
| Q3 24 | $417.0M | $96.2M | ||
| Q2 24 | $334.0M | $161.5M | ||
| Q1 24 | $0 | $150.9M |
FCFマージンBROPOST
| Q4 25 | 26.4% | 5.5% | ||
| Q3 25 | 28.1% | 6.7% | ||
| Q2 25 | 24.1% | 4.8% | ||
| Q1 25 | 14.0% | 3.6% | ||
| Q4 24 | 28.8% | 8.7% | ||
| Q3 24 | 35.2% | 4.8% | ||
| Q2 24 | 28.4% | 8.3% | ||
| Q1 24 | 0.0% | 7.5% |
設備投資強度BROPOST
| Q4 25 | 1.2% | 5.4% | ||
| Q3 25 | 1.0% | 6.7% | ||
| Q2 25 | 1.2% | 6.6% | ||
| Q1 25 | 1.2% | 4.6% | ||
| Q4 24 | 1.7% | 7.0% | ||
| Q3 24 | 1.9% | 6.9% | ||
| Q2 24 | 2.2% | 5.7% | ||
| Q1 24 | 1.0% | 4.9% |
キャッシュ転換率BROPOST
| Q4 25 | 1.68× | 2.43× | ||
| Q3 25 | 2.06× | 5.91× | ||
| Q2 25 | 1.41× | 2.08× | ||
| Q1 25 | 0.64× | 2.57× | ||
| Q4 24 | 1.73× | 2.74× | ||
| Q3 24 | 1.88× | 2.88× | ||
| Q2 24 | 1.40× | 2.73× | ||
| Q1 24 | 0.04× | 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
BRO
| US | $1.4B | 87% |
| GB | $147.0M | 9% |
| Profit Sharing Contingent Commission Revenue | $33.0M | 2% |
| Other Supplemental Commissions Revenue | $25.0M | 2% |
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% |
