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Church & Dwight（CHD）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、Church & Dwightの約1.3倍）。Church & Dwightの純利益率が高く（8.7% vs 4.5%、差は4.3%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 3.9%）。過去8四半期でChurch & Dwightの売上複合成長率が高い（4.6% vs 4.3%）
チャーチ・アンド・ドワイトはアメリカの消費財企業で、1847年に創業し本社はニュージャージー州ユーイングにある。パーソナルケア、家庭用品、特殊製品を主力事業とし、Arm & Hammer、Trojanなどの有名ブランドを傘下に持ち、2022年の売上高は54億米ドルに達した。
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。
CHD vs POST — 直接比較
売上が大きい
POST
1.3倍大きい
$1.6B
売上成長率が高い
POST
+6.2%の差
3.9%
純利益率が高い
CHD
純利益率が4.3%高い
4.5%
2年売上CAGRが高い
CHD
2年複合成長率
4.3%
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $1.6B | $2.2B |
| 純利益 | $143.5M | $96.8M |
| 粗利率 | 45.8% | 29.4% |
| 営業利益率 | 16.2% | 11.0% |
| 純利益率 | 8.7% | 4.5% |
| 売上前年比 | 3.9% | 10.1% |
| 純利益前年比 | -24.2% | -14.6% |
| EPS（希薄化後） | $0.60 | $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CHDPOST
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.5B | $2.0B |
純利益CHDPOST
| Q4 25 | $143.5M | $96.8M | ||
| Q3 25 | $182.2M | $51.0M | ||
| Q2 25 | $191.0M | $108.8M | ||
| Q1 25 | $220.1M | $62.6M | ||
| Q4 24 | $189.2M | $113.3M | ||
| Q3 24 | $-75.1M | $81.6M | ||
| Q2 24 | $243.5M | $99.8M | ||
| Q1 24 | $227.7M | $97.2M |
粗利率CHDPOST
| Q4 25 | 45.8% | 29.4% | ||
| Q3 25 | 45.1% | 26.8% | ||
| Q2 25 | 43.0% | 30.0% | ||
| Q1 25 | 45.0% | 28.0% | ||
| Q4 24 | 44.7% | 30.1% | ||
| Q3 24 | 45.2% | 28.6% | ||
| Q2 24 | 47.1% | 29.6% | ||
| Q1 24 | 45.7% | 29.0% |
営業利益率CHDPOST
| Q4 25 | 16.2% | 11.0% | ||
| Q3 25 | 16.1% | 7.5% | ||
| Q2 25 | 17.4% | 11.8% | ||
| Q1 25 | 20.1% | 9.3% | ||
| Q4 24 | 16.2% | 10.8% | ||
| Q3 24 | -6.1% | 9.5% | ||
| Q2 24 | 22.3% | 10.4% | ||
| Q1 24 | 20.3% | 9.5% |
純利益率CHDPOST
| Q4 25 | 8.7% | 4.5% | ||
| Q3 25 | 11.5% | 2.3% | ||
| Q2 25 | 12.7% | 5.5% | ||
| Q1 25 | 15.0% | 3.2% | ||
| Q4 24 | 12.0% | 5.7% | ||
| Q3 24 | -5.0% | 4.1% | ||
| Q2 24 | 16.1% | 5.1% | ||
| Q1 24 | 15.1% | 4.9% |
EPS（希薄化後）CHDPOST
| Q4 25 | $0.60 | $1.71 | ||
| Q3 25 | $0.75 | $0.91 | ||
| Q2 25 | $0.78 | $1.79 | ||
| Q1 25 | $0.89 | $1.03 | ||
| Q4 24 | $0.76 | $1.78 | ||
| Q3 24 | $-0.31 | $1.28 | ||
| Q2 24 | $0.99 | $1.53 | ||
| Q1 24 | $0.93 | $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 | $409.0M | $279.3M |
| 総負債低いほど良い | $2.2B | $7.5B |
| 株主資本純資産 | $4.0B | $3.5B |
| 総資産 | $8.9B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.55× | 2.16× |
8四半期トレンド — 暦四半期で整列
現金・短期投資CHDPOST
| Q4 25 | $409.0M | $279.3M | ||
| Q3 25 | $305.3M | $176.7M | ||
| Q2 25 | $923.2M | $1.1B | ||
| Q1 25 | $1.1B | $617.6M | ||
| Q4 24 | $964.1M | $872.9M | ||
| Q3 24 | $752.1M | $787.4M | ||
| Q2 24 | $491.7M | $333.8M | ||
| Q1 24 | $349.7M | $333.4M |
総負債CHDPOST
| Q4 25 | $2.2B | $7.5B | ||
| Q3 25 | $2.2B | $7.4B | ||
| Q2 25 | $2.2B | $7.3B | ||
| Q1 25 | $2.2B | $6.9B | ||
| Q4 24 | $2.2B | $6.9B | ||
| Q3 24 | $2.2B | $6.8B | ||
| Q2 24 | $2.2B | $6.4B | ||
| Q1 24 | $2.2B | $6.4B |
株主資本CHDPOST
| Q4 25 | $4.0B | $3.5B | ||
| Q3 25 | $4.2B | $3.8B | ||
| Q2 25 | $4.4B | $4.0B | ||
| Q1 25 | $4.6B | $3.8B | ||
| Q4 24 | $4.4B | $3.9B | ||
| Q3 24 | $4.2B | $4.1B | ||
| Q2 24 | $4.3B | $3.9B | ||
| Q1 24 | $4.1B | $4.0B |
総資産CHDPOST
| Q4 25 | $8.9B | $13.0B | ||
| Q3 25 | $9.1B | $13.5B | ||
| Q2 25 | $8.8B | $13.4B | ||
| Q1 25 | $9.0B | $12.8B | ||
| Q4 24 | $8.9B | $12.8B | ||
| Q3 24 | $8.7B | $12.9B | ||
| Q2 24 | $8.8B | $12.1B | ||
| Q1 24 | $8.6B | $12.2B |
負債/資本比率CHDPOST
| Q4 25 | 0.55× | 2.16× | ||
| Q3 25 | 0.52× | 1.98× | ||
| Q2 25 | 0.50× | 1.84× | ||
| Q1 25 | 0.48× | 1.81× | ||
| Q4 24 | 0.51× | 1.79× | ||
| Q3 24 | 0.53× | 1.67× | ||
| Q2 24 | 0.51× | 1.62× | ||
| Q1 24 | 0.54× | 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 | — | $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 | 3.4% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | — | 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
営業キャッシュフローCHDPOST
| Q4 25 | — | $235.7M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | — | $225.9M | ||
| Q1 25 | — | $160.7M | ||
| Q4 24 | $292.3M | $310.4M | ||
| Q3 24 | $364.0M | $235.4M | ||
| Q2 24 | $236.9M | $272.3M | ||
| Q1 24 | $263.0M | $249.6M |
フリーキャッシュフローCHDPOST
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | $237.7M | $171.4M | ||
| Q3 24 | $315.4M | $96.2M | ||
| Q2 24 | $206.6M | $161.5M | ||
| Q1 24 | $216.7M | $150.9M |
FCFマージンCHDPOST
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | 15.0% | 8.7% | ||
| Q3 24 | 20.9% | 4.8% | ||
| Q2 24 | 13.7% | 8.3% | ||
| Q1 24 | 14.4% | 7.5% |
設備投資強度CHDPOST
| Q4 25 | 3.4% | 5.4% | ||
| Q3 25 | 1.8% | 6.7% | ||
| Q2 25 | 1.5% | 6.6% | ||
| Q1 25 | 1.1% | 4.6% | ||
| Q4 24 | 3.5% | 7.0% | ||
| Q3 24 | 3.2% | 6.9% | ||
| Q2 24 | 2.0% | 5.7% | ||
| Q1 24 | 3.1% | 4.9% |
キャッシュ転換率CHDPOST
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 1.54× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 0.97× | 2.73× | ||
| Q1 24 | 1.16× | 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
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
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% |
