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Camping World Holdings, Inc.（CWH）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 $1.2B、Camping World Holdings, Inc.の約1.9倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs -9.3%、差は13.8%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -2.6%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -7.2%）
キャンピングワールドホールディングスはアメリカのレクリエーショナルビークル（RV）・キャンプ用品企業で、イリノイ州リンカーンシャーに本社を置いています。RVの販売、RV部品の供給、RVのメンテナンスサービスを主力事業とし、各種キャンプ用品も販売しています。全米に202店舗を展開し、電話注文での販売も行っており、2016年10月にIPOで2億5100万ドルを調達し上場しました。
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。
CWH vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $2.2B |
| 純利益 | $-109.1M | $96.8M |
| 粗利率 | 28.8% | 29.4% |
| 営業利益率 | -4.3% | 11.0% |
| 純利益率 | -9.3% | 4.5% |
| 売上前年比 | -2.6% | 10.1% |
| 純利益前年比 | -83.3% | -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
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B | ||
| Q1 24 | $1.4B | $2.0B |
| Q4 25 | $-109.1M | $96.8M | ||
| Q3 25 | $-40.4M | $51.0M | ||
| Q2 25 | $30.2M | $108.8M | ||
| Q1 25 | $-12.3M | $62.6M | ||
| Q4 24 | $-59.5M | $113.3M | ||
| Q3 24 | $5.5M | $81.6M | ||
| Q2 24 | $9.8M | $99.8M | ||
| Q1 24 | $-22.3M | $97.2M |
| Q4 25 | 28.8% | 29.4% | ||
| Q3 25 | 28.6% | 26.8% | ||
| Q2 25 | 30.0% | 30.0% | ||
| Q1 25 | 30.4% | 28.0% | ||
| Q4 24 | 31.3% | 30.1% | ||
| Q3 24 | 28.9% | 28.6% | ||
| Q2 24 | 30.3% | 29.6% | ||
| Q1 24 | 29.5% | 29.0% |
| Q4 25 | -4.3% | 11.0% | ||
| Q3 25 | 4.4% | 7.5% | ||
| Q2 25 | 6.6% | 11.8% | ||
| Q1 25 | 1.5% | 9.3% | ||
| Q4 24 | -1.3% | 10.8% | ||
| Q3 24 | 3.7% | 9.5% | ||
| Q2 24 | 5.3% | 10.4% | ||
| Q1 24 | 0.3% | 9.5% |
| Q4 25 | -9.3% | 4.5% | ||
| Q3 25 | -2.2% | 2.3% | ||
| Q2 25 | 1.5% | 5.5% | ||
| Q1 25 | -0.9% | 3.2% | ||
| Q4 24 | -4.9% | 5.7% | ||
| Q3 24 | 0.3% | 4.1% | ||
| Q2 24 | 0.5% | 5.1% | ||
| Q1 24 | -1.6% | 4.9% |
| Q4 25 | — | $1.71 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $1.53 | ||
| Q1 24 | — | $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 | $215.0M | $279.3M |
| 総負債低いほど良い | $1.5B | $7.5B |
| 株主資本純資産 | $228.6M | $3.5B |
| 総資産 | $5.0B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 6.44× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $215.0M | $279.3M | ||
| Q3 25 | $230.5M | $176.7M | ||
| Q2 25 | $118.1M | $1.1B | ||
| Q1 25 | $20.9M | $617.6M | ||
| Q4 24 | $208.4M | $872.9M | ||
| Q3 24 | $28.4M | $787.4M | ||
| Q2 24 | $23.7M | $333.8M | ||
| Q1 24 | $29.7M | $333.4M |
| Q4 25 | $1.5B | $7.5B | ||
| Q3 25 | $1.5B | $7.4B | ||
| Q2 25 | $1.5B | $7.3B | ||
| Q1 25 | $1.5B | $6.9B | ||
| Q4 24 | $1.5B | $6.9B | ||
| Q3 24 | $1.5B | $6.8B | ||
| Q2 24 | $1.5B | $6.4B | ||
| Q1 24 | $1.6B | $6.4B |
| Q4 25 | $228.6M | $3.5B | ||
| Q3 25 | $296.2M | $3.8B | ||
| Q2 25 | $340.5M | $4.0B | ||
| Q1 25 | $310.5M | $3.8B | ||
| Q4 24 | $326.6M | $3.9B | ||
| Q3 24 | $151.6M | $4.1B | ||
| Q2 24 | $149.7M | $3.9B | ||
| Q1 24 | $142.8M | $4.0B |
| Q4 25 | $5.0B | $13.0B | ||
| Q3 25 | $5.0B | $13.5B | ||
| Q2 25 | $5.2B | $13.4B | ||
| Q1 25 | $5.1B | $12.8B | ||
| Q4 24 | $4.9B | $12.8B | ||
| Q3 24 | $4.7B | $12.9B | ||
| Q2 24 | $5.0B | $12.1B | ||
| Q1 24 | $5.1B | $12.2B |
| Q4 25 | 6.44× | 2.16× | ||
| Q3 25 | 5.00× | 1.98× | ||
| Q2 25 | 4.42× | 1.84× | ||
| Q1 25 | 4.87× | 1.81× | ||
| Q4 24 | 4.64× | 1.79× | ||
| Q3 24 | 10.09× | 1.67× | ||
| Q2 24 | 10.28× | 1.62× | ||
| Q1 24 | 11.00× | 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 | $-227.2M | $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 | — | 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 | $-227.2M | $235.7M | ||
| Q3 25 | $139.8M | $301.3M | ||
| Q2 25 | $187.9M | $225.9M | ||
| Q1 25 | $-232.5M | $160.7M | ||
| Q4 24 | $-163.4M | $310.4M | ||
| Q3 24 | $324.2M | $235.4M | ||
| Q2 24 | $152.3M | $272.3M | ||
| Q1 24 | $-68.0M | $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 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | 6.22× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 58.93× | 2.88× | ||
| Q2 24 | 15.59× | 2.73× | ||
| Q1 24 | — | 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
CWH
| New Vehicles | $457.8M | 39% |
| Used Vehicles | $386.5M | 33% |
| Products Service And Other | $160.5M | 14% |
| Finance And Insurance Net | $111.4M | 9% |
| Good Sam Services And Plans | $48.0M | 4% |
| Good Sam Club | $10.5M | 1% |
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% |
