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Citizens Financial Group（CFG）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 $2.2B、Citizens Financial Groupの約1.0倍）。Citizens Financial Groupの純利益率が高く（24.5% vs 4.5%、差は20.0%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 8.6%）。過去8四半期でCitizens Financial Groupの売上複合成長率が高い（4.9% vs 4.3%）
Citizens Financial Group, Inc.はアメリカ合衆国の銀行持株会社で、本部はロードアイランド州プロビデンスに所在します。傘下にCitizens Bank, N.A.を保有し、コネチカット州、ニューヨーク州をはじめとする13の州とワシントンD.C.で銀行業務を展開しています。
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。
CFG vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.2B |
| 純利益 | $528.0M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 31.4% | 11.0% |
| 純利益率 | 24.5% | 4.5% |
| 売上前年比 | 8.6% | 10.1% |
| 純利益前年比 | 31.7% | -14.6% |
| EPS（希薄化後） | $1.12 | $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 | $2.2B | $2.2B | ||
| Q3 25 | $2.1B | $2.2B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $2.0B | $1.9B | ||
| Q1 24 | $2.0B | $2.0B |
| Q4 25 | $528.0M | $96.8M | ||
| Q3 25 | $494.0M | $51.0M | ||
| Q2 25 | $436.0M | $108.8M | ||
| Q1 25 | $373.0M | $62.6M | ||
| Q4 24 | $401.0M | $113.3M | ||
| Q3 24 | $382.0M | $81.6M | ||
| Q2 24 | $392.0M | $99.8M | ||
| Q1 24 | $334.0M | $97.2M |
| 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% |
| Q4 25 | 31.4% | 11.0% | ||
| Q3 25 | 29.7% | 7.5% | ||
| Q2 25 | 27.2% | 11.8% | ||
| Q1 25 | 24.2% | 9.3% | ||
| Q4 24 | 25.6% | 10.8% | ||
| Q3 24 | 24.7% | 9.5% | ||
| Q2 24 | 24.5% | 10.4% | ||
| Q1 24 | 21.9% | 9.5% |
| Q4 25 | 24.5% | 4.5% | ||
| Q3 25 | 23.3% | 2.3% | ||
| Q2 25 | 21.4% | 5.5% | ||
| Q1 25 | 19.3% | 3.2% | ||
| Q4 24 | 20.2% | 5.7% | ||
| Q3 24 | 20.1% | 4.1% | ||
| Q2 24 | 20.0% | 5.1% | ||
| Q1 24 | 17.0% | 4.9% |
| Q4 25 | $1.12 | $1.71 | ||
| Q3 25 | $1.05 | $0.91 | ||
| Q2 25 | $0.92 | $1.79 | ||
| Q1 25 | $0.77 | $1.03 | ||
| Q4 24 | $0.83 | $1.78 | ||
| Q3 24 | $0.77 | $1.28 | ||
| Q2 24 | $0.78 | $1.53 | ||
| Q1 24 | $0.65 | $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 | — | $279.3M |
| 総負債低いほど良い | $11.2B | $7.5B |
| 株主資本純資産 | $26.3B | $3.5B |
| 総資産 | $226.4B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.43× | 2.16× |
8四半期トレンド — 暦四半期で整列
| 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 24 | — | $333.4M |
| Q4 25 | $11.2B | $7.5B | ||
| Q3 25 | $10.4B | $7.4B | ||
| Q2 25 | $12.5B | $7.3B | ||
| Q1 25 | $12.3B | $6.9B | ||
| Q4 24 | $12.4B | $6.9B | ||
| Q3 24 | $13.9B | $6.8B | ||
| Q2 24 | $13.1B | $6.4B | ||
| Q1 24 | $13.8B | $6.4B |
| Q4 25 | $26.3B | $3.5B | ||
| Q3 25 | $25.8B | $3.8B | ||
| Q2 25 | $25.2B | $4.0B | ||
| Q1 25 | $24.9B | $3.8B | ||
| Q4 24 | $24.3B | $3.9B | ||
| Q3 24 | $24.9B | $4.1B | ||
| Q2 24 | $23.9B | $3.9B | ||
| Q1 24 | $23.8B | $4.0B |
| Q4 25 | $226.4B | $13.0B | ||
| Q3 25 | $222.7B | $13.5B | ||
| Q2 25 | $218.3B | $13.4B | ||
| Q1 25 | $220.1B | $12.8B | ||
| Q4 24 | $217.5B | $12.8B | ||
| Q3 24 | $219.7B | $12.9B | ||
| Q2 24 | $219.9B | $12.1B | ||
| Q1 24 | $220.4B | $12.2B |
| Q4 25 | 0.43× | 2.16× | ||
| Q3 25 | 0.40× | 1.98× | ||
| Q2 25 | 0.50× | 1.84× | ||
| Q1 25 | 0.49× | 1.81× | ||
| Q4 24 | 0.51× | 1.79× | ||
| Q3 24 | 0.56× | 1.67× | ||
| Q2 24 | 0.55× | 1.62× | ||
| Q1 24 | 0.58× | 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 | $2.2B | $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 | — | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 4.19× | 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
| Q4 25 | $2.2B | $235.7M | ||
| Q3 25 | $1.7B | $301.3M | ||
| Q2 25 | $886.0M | $225.9M | ||
| Q1 25 | $-213.0M | $160.7M | ||
| Q4 24 | $2.0B | $310.4M | ||
| Q3 24 | $130.0M | $235.4M | ||
| Q2 24 | $834.0M | $272.3M | ||
| Q1 24 | $554.0M | $249.6M |
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | — | $150.9M |
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 7.5% |
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.9% |
| Q4 25 | 4.19× | 2.43× | ||
| Q3 25 | 3.43× | 5.91× | ||
| Q2 25 | 2.03× | 2.08× | ||
| Q1 25 | -0.57× | 2.57× | ||
| Q4 24 | 4.99× | 2.74× | ||
| Q3 24 | 0.34× | 2.88× | ||
| Q2 24 | 2.13× | 2.73× | ||
| Q1 24 | 1.66× | 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
CFG
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% |
