vs
ボルグワーナー（BWA）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
ボルグワーナーの直近四半期売上が大きい（$3.5B vs $2.2B、Post Holdings, Inc.の約1.6倍）。ボルグワーナーの純利益率が高く（7.2% vs 4.5%、差は2.8%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 0.5%）。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 $13.0M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -1.0%）
ボルグワーナーは米国ミシガン州オーバーンヒルズに本社を置く自動車・電動モビリティ向け部品サプライヤーで、世界の自動車サプライヤートップ25に入る。2023年現在、24カ国に92の生産拠点を持ち、売上高は142億米ドル、従業員数は約3万9900人、2025年2月よりジョセフ・F・ファドゥールがCEOを務めている。
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。
BWA vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.5B | $2.2B |
| 純利益 | $255.0M | $96.8M |
| 粗利率 | 19.2% | 29.4% |
| 営業利益率 | 9.5% | 11.0% |
| 純利益率 | 7.2% | 4.5% |
| 売上前年比 | 0.5% | 10.1% |
| 純利益前年比 | 54.1% | -14.6% |
| EPS（希薄化後） | $1.16 | $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 | $3.5B | — | ||
| Q4 25 | $3.6B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.5B | $2.0B | ||
| Q4 24 | $3.4B | $2.0B | ||
| Q3 24 | $3.4B | $2.0B | ||
| Q2 24 | $3.6B | $1.9B |
| Q1 26 | $255.0M | — | ||
| Q4 25 | $-262.0M | $96.8M | ||
| Q3 25 | $158.0M | $51.0M | ||
| Q2 25 | $224.0M | $108.8M | ||
| Q1 25 | $157.0M | $62.6M | ||
| Q4 24 | $-405.0M | $113.3M | ||
| Q3 24 | $234.0M | $81.6M | ||
| Q2 24 | $303.0M | $99.8M |
| Q1 26 | 19.2% | — | ||
| Q4 25 | 20.5% | 29.4% | ||
| Q3 25 | 18.5% | 26.8% | ||
| Q2 25 | 17.6% | 30.0% | ||
| Q1 25 | 18.2% | 28.0% | ||
| Q4 24 | 19.9% | 30.1% | ||
| Q3 24 | 18.4% | 28.6% | ||
| Q2 24 | 19.0% | 29.6% |
| Q1 26 | 9.5% | — | ||
| Q4 25 | -6.7% | 11.0% | ||
| Q3 25 | 6.9% | 7.5% | ||
| Q2 25 | 7.9% | 11.8% | ||
| Q1 25 | 6.7% | 9.3% | ||
| Q4 24 | -9.2% | 10.8% | ||
| Q3 24 | 7.8% | 9.5% | ||
| Q2 24 | 8.2% | 10.4% |
| Q1 26 | 7.2% | — | ||
| Q4 25 | -7.3% | 4.5% | ||
| Q3 25 | 4.4% | 2.3% | ||
| Q2 25 | 6.2% | 5.5% | ||
| Q1 25 | 4.5% | 3.2% | ||
| Q4 24 | -11.8% | 5.7% | ||
| Q3 24 | 6.8% | 4.1% | ||
| Q2 24 | 8.4% | 5.1% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $-1.20 | $1.71 | ||
| Q3 25 | $0.73 | $0.91 | ||
| Q2 25 | $1.03 | $1.79 | ||
| Q1 25 | $0.72 | $1.03 | ||
| Q4 24 | $-1.78 | $1.78 | ||
| Q3 24 | $1.04 | $1.28 | ||
| Q2 24 | $1.34 | $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 | $2.1B | $279.3M |
| 総負債低いほど良い | $3.9B | $7.5B |
| 株主資本純資産 | $5.6B | $3.5B |
| 総資産 | $13.7B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.69× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $2.1B | — | ||
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M |
| Q1 26 | $3.9B | — | ||
| Q4 25 | $3.9B | $7.5B | ||
| Q3 25 | $3.9B | $7.4B | ||
| Q2 25 | $3.9B | $7.3B | ||
| Q1 25 | $3.8B | $6.9B | ||
| Q4 24 | $3.8B | $6.9B | ||
| Q3 24 | $4.2B | $6.8B | ||
| Q2 24 | $3.3B | $6.4B |
| Q1 26 | $5.6B | — | ||
| Q4 25 | $5.4B | $3.5B | ||
| Q3 25 | $6.0B | $3.8B | ||
| Q2 25 | $5.9B | $4.0B | ||
| Q1 25 | $5.7B | $3.8B | ||
| Q4 24 | $5.5B | $3.9B | ||
| Q3 24 | $6.2B | $4.1B | ||
| Q2 24 | $6.1B | $3.9B |
| Q1 26 | $13.7B | — | ||
| Q4 25 | $13.8B | $13.0B | ||
| Q3 25 | $14.5B | $13.5B | ||
| Q2 25 | $14.4B | $13.4B | ||
| Q1 25 | $13.8B | $12.8B | ||
| Q4 24 | $14.0B | $12.8B | ||
| Q3 24 | $15.1B | $12.9B | ||
| Q2 24 | $14.1B | $12.1B |
| Q1 26 | 0.69× | — | ||
| Q4 25 | 0.72× | 2.16× | ||
| Q3 25 | 0.65× | 1.98× | ||
| Q2 25 | 0.66× | 1.84× | ||
| Q1 25 | 0.66× | 1.81× | ||
| Q4 24 | 0.68× | 1.79× | ||
| Q3 24 | 0.68× | 1.67× | ||
| Q2 24 | 0.54× | 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 | $152.0M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $13.0M | $119.3M |
| FCFマージンFCF / 売上 | 0.4% | 5.5% |
| 設備投資強度設備投資 / 売上 | 4.0% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 0.60× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $1.2B | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $152.0M | — | ||
| Q4 25 | $619.0M | $235.7M | ||
| Q3 25 | $368.0M | $301.3M | ||
| Q2 25 | $579.0M | $225.9M | ||
| Q1 25 | $82.0M | $160.7M | ||
| Q4 24 | $682.0M | $310.4M | ||
| Q3 24 | $356.0M | $235.4M | ||
| Q2 24 | $462.0M | $272.3M |
| Q1 26 | $13.0M | — | ||
| Q4 25 | $457.0M | $119.3M | ||
| Q3 25 | $257.0M | $151.6M | ||
| Q2 25 | $502.0M | $94.9M | ||
| Q1 25 | $-37.0M | $70.2M | ||
| Q4 24 | $521.0M | $171.4M | ||
| Q3 24 | $201.0M | $96.2M | ||
| Q2 24 | $297.0M | $161.5M |
| Q1 26 | 0.4% | — | ||
| Q4 25 | 12.8% | 5.5% | ||
| Q3 25 | 7.2% | 6.7% | ||
| Q2 25 | 13.8% | 4.8% | ||
| Q1 25 | -1.1% | 3.6% | ||
| Q4 24 | 15.1% | 8.7% | ||
| Q3 24 | 5.8% | 4.8% | ||
| Q2 24 | 8.2% | 8.3% |
| Q1 26 | 4.0% | — | ||
| Q4 25 | 4.5% | 5.4% | ||
| Q3 25 | 3.1% | 6.7% | ||
| Q2 25 | 2.1% | 6.6% | ||
| Q1 25 | 3.4% | 4.6% | ||
| Q4 24 | 4.7% | 7.0% | ||
| Q3 24 | 4.5% | 6.9% | ||
| Q2 24 | 4.6% | 5.7% |
| Q1 26 | 0.60× | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | 2.33× | 5.91× | ||
| Q2 25 | 2.58× | 2.08× | ||
| Q1 25 | 0.52× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 1.52× | 2.88× | ||
| Q2 24 | 1.52× | 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
BWA
| Turbos & Thermal Technologies | $1.4B | 41% |
| Drivetrain & Morse Systems | $1.4B | 40% |
| PowerDrive Systems | $587.0M | 17% |
| Battery Energy Systems | $102.0M | 3% |
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% |
