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CSX Corporation（CSX）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
CSX Corporation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）。CSX Corporationの純利益率が高く（23.2% vs 4.5%、差は18.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 1.7%）。CSX Corporationの直近四半期フリーキャッシュフローが多い（$793.0M vs $119.3M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -3.0%）
CSXトランスポーテーションは米国の第一種貨物鉄道事業者で、米国東部地域とカナダのオンタリオ州、ケベック州で事業を営んでいます。運営する線路の総距離は約3万4千キロメートルで、フロリダ州ジャクソンビルに本社を置くフォーチュン500企業CSXコーポレーションの主力子会社です。
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。
CSX 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 | $807.0M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 29.9% | 11.0% |
| 純利益率 | 23.2% | 4.5% |
| 売上前年比 | 1.7% | 10.1% |
| 純利益前年比 | 401.2% | -14.6% |
| EPS（希薄化後） | — | $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 | $3.5B | $2.2B | ||
| Q3 25 | $3.6B | $2.2B | ||
| Q2 25 | $3.6B | $2.0B | ||
| Q1 25 | $3.4B | $2.0B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.6B | $2.0B | ||
| Q2 24 | $3.7B | $1.9B |
| Q1 26 | $807.0M | — | ||
| Q4 25 | $720.0M | $96.8M | ||
| Q3 25 | $694.0M | $51.0M | ||
| Q2 25 | $829.0M | $108.8M | ||
| Q1 25 | $646.0M | $62.6M | ||
| Q4 24 | $720.0M | $113.3M | ||
| Q3 24 | $894.0M | $81.6M | ||
| Q2 24 | $963.0M | $99.8M |
| Q1 26 | — | — | ||
| 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 26 | 29.9% | — | ||
| Q4 25 | 31.6% | 11.0% | ||
| Q3 25 | 30.3% | 7.5% | ||
| Q2 25 | 35.9% | 11.8% | ||
| Q1 25 | 30.4% | 9.3% | ||
| Q4 24 | 30.8% | 10.8% | ||
| Q3 24 | 37.4% | 9.5% | ||
| Q2 24 | 39.1% | 10.4% |
| Q1 26 | 23.2% | — | ||
| Q4 25 | 20.5% | 4.5% | ||
| Q3 25 | 19.3% | 2.3% | ||
| Q2 25 | 23.2% | 5.5% | ||
| Q1 25 | 18.9% | 3.2% | ||
| Q4 24 | 20.3% | 5.7% | ||
| Q3 24 | 24.7% | 4.1% | ||
| Q2 24 | 26.0% | 5.1% |
| Q1 26 | — | — | ||
| Q4 25 | $0.39 | $1.71 | ||
| Q3 25 | $0.37 | $0.91 | ||
| Q2 25 | $0.44 | $1.79 | ||
| Q1 25 | $0.34 | $1.03 | ||
| Q4 24 | $0.38 | $1.78 | ||
| Q3 24 | $0.46 | $1.28 | ||
| Q2 24 | $0.49 | $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 | $1.1B | $279.3M |
| 総負債低いほど良い | $18.9B | $7.5B |
| 株主資本純資産 | $13.6B | $3.5B |
| 総資産 | $44.2B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.39× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.1B | — | ||
| Q4 25 | $5.0M | $279.3M | ||
| Q3 25 | $6.0M | $176.7M | ||
| Q2 25 | $6.0M | $1.1B | ||
| Q1 25 | $8.0M | $617.6M | ||
| Q4 24 | $72.0M | $872.9M | ||
| Q3 24 | $12.0M | $787.4M | ||
| Q2 24 | $4.0M | $333.8M |
| Q1 26 | $18.9B | — | ||
| Q4 25 | $18.2B | $7.5B | ||
| Q3 25 | $18.6B | $7.4B | ||
| Q2 25 | $18.6B | $7.3B | ||
| Q1 25 | $18.5B | $6.9B | ||
| Q4 24 | $17.9B | $6.9B | ||
| Q3 24 | $18.5B | $6.8B | ||
| Q2 24 | $18.0B | $6.4B |
| Q1 26 | $13.6B | — | ||
| Q4 25 | $13.2B | $3.5B | ||
| Q3 25 | $12.8B | $3.8B | ||
| Q2 25 | $12.4B | $4.0B | ||
| Q1 25 | $12.2B | $3.8B | ||
| Q4 24 | $12.5B | $3.9B | ||
| Q3 24 | $12.9B | $4.1B | ||
| Q2 24 | $12.6B | $3.9B |
| Q1 26 | $44.2B | — | ||
| Q4 25 | $43.7B | $13.0B | ||
| Q3 25 | $43.3B | $13.5B | ||
| Q2 25 | $42.9B | $13.4B | ||
| Q1 25 | $43.2B | $12.8B | ||
| Q4 24 | $42.8B | $12.8B | ||
| Q3 24 | $43.1B | $12.9B | ||
| Q2 24 | $42.4B | $12.1B |
| Q1 26 | 1.39× | — | ||
| Q4 25 | 1.38× | 2.16× | ||
| Q3 25 | 1.45× | 1.98× | ||
| Q2 25 | 1.50× | 1.84× | ||
| Q1 25 | 1.52× | 1.81× | ||
| Q4 24 | 1.43× | 1.79× | ||
| Q3 24 | 1.43× | 1.67× | ||
| Q2 24 | 1.42× | 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 | $1.3B | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $793.0M | $119.3M |
| FCFマージンFCF / 売上 | 22.8% | 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 | 1.58× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $2.0B | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $235.7M | ||
| Q3 25 | $1.3B | $301.3M | ||
| Q2 25 | $635.0M | $225.9M | ||
| Q1 25 | $1.3B | $160.7M | ||
| Q4 24 | $1.4B | $310.4M | ||
| Q3 24 | $1.7B | $235.4M | ||
| Q2 24 | $1.1B | $272.3M |
| Q1 26 | $793.0M | — | ||
| Q4 25 | $709.0M | $119.3M | ||
| Q3 25 | $607.0M | $151.6M | ||
| Q2 25 | $-141.0M | $94.9M | ||
| Q1 25 | $536.0M | $70.2M | ||
| Q4 24 | $550.0M | $171.4M | ||
| Q3 24 | $1.1B | $96.2M | ||
| Q2 24 | $547.0M | $161.5M |
| Q1 26 | 22.8% | — | ||
| Q4 25 | 20.2% | 5.5% | ||
| Q3 25 | 16.9% | 6.7% | ||
| Q2 25 | -3.9% | 4.8% | ||
| Q1 25 | 15.7% | 3.6% | ||
| Q4 24 | 15.5% | 8.7% | ||
| Q3 24 | 29.3% | 4.8% | ||
| Q2 24 | 14.8% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 19.3% | 5.4% | ||
| Q3 25 | 20.4% | 6.7% | ||
| Q2 25 | 21.7% | 6.6% | ||
| Q1 25 | 21.0% | 4.6% | ||
| Q4 24 | 23.7% | 7.0% | ||
| Q3 24 | 17.3% | 6.9% | ||
| Q2 24 | 14.6% | 5.7% |
| Q1 26 | 1.58× | — | ||
| Q4 25 | 1.93× | 2.43× | ||
| Q3 25 | 1.93× | 5.91× | ||
| Q2 25 | 0.77× | 2.08× | ||
| Q1 25 | 1.94× | 2.57× | ||
| Q4 24 | 1.93× | 2.74× | ||
| Q3 24 | 1.89× | 2.88× | ||
| Q2 24 | 1.13× | 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
CSX
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% |
