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ドミノ・ピザ（DPZ）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、ドミノ・ピザの約1.9倍）。ドミノ・ピザの純利益率が高く（12.2% vs 4.5%、差は7.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 3.5%）。ドミノ・ピザの直近四半期フリーキャッシュフローが多い（$147.0M 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%）
ドミノ・ピザは1960年に設立されたアメリカ発祥の多国籍ピザチェーン企業です。法人登記はデラウェア州、本社はミシガン州アナーボー近郊のアナーボー郡にあるドミノ・ファームズオフィスパークに所在します。2018年時点で全世界83か国・5701都市に約1万5000店舗を展開し、米国、インド、英国にそれぞれ5649店、1500店、1249店を構えています。
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。
DPZ vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.2B | $2.2B |
| 純利益 | $139.8M | $96.8M |
| 粗利率 | 40.4% | 29.4% |
| 営業利益率 | 20.0% | 11.0% |
| 純利益率 | 12.2% | 4.5% |
| 売上前年比 | 3.5% | 10.1% |
| 純利益前年比 | -6.6% | -14.6% |
| EPS（希薄化後） | $4.13 | $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 | $1.2B | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B |
| Q1 26 | $139.8M | — | ||
| Q4 25 | — | $96.8M | ||
| Q3 25 | $139.3M | $51.0M | ||
| Q2 25 | $131.1M | $108.8M | ||
| Q1 25 | $149.7M | $62.6M | ||
| Q4 24 | $169.4M | $113.3M | ||
| Q3 24 | $146.9M | $81.6M | ||
| Q2 24 | $142.0M | $99.8M |
| Q1 26 | 40.4% | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | 40.1% | 26.8% | ||
| Q2 25 | 40.3% | 30.0% | ||
| Q1 25 | 39.8% | 28.0% | ||
| Q4 24 | 39.2% | 30.1% | ||
| Q3 24 | 39.2% | 28.6% | ||
| Q2 24 | 39.8% | 29.6% |
| Q1 26 | 20.0% | — | ||
| Q4 25 | — | 11.0% | ||
| Q3 25 | 19.5% | 7.5% | ||
| Q2 25 | 19.7% | 11.8% | ||
| Q1 25 | 18.9% | 9.3% | ||
| Q4 24 | 19.0% | 10.8% | ||
| Q3 24 | 18.4% | 9.5% | ||
| Q2 24 | 17.9% | 10.4% |
| Q1 26 | 12.2% | — | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | 12.1% | 2.3% | ||
| Q2 25 | 11.4% | 5.5% | ||
| Q1 25 | 13.5% | 3.2% | ||
| Q4 24 | 11.7% | 5.7% | ||
| Q3 24 | 13.6% | 4.1% | ||
| Q2 24 | 12.9% | 5.1% |
| Q1 26 | $4.13 | — | ||
| Q4 25 | — | $1.71 | ||
| Q3 25 | $4.08 | $0.91 | ||
| Q2 25 | $3.81 | $1.79 | ||
| Q1 25 | $4.33 | $1.03 | ||
| Q4 24 | $4.89 | $1.78 | ||
| Q3 24 | $4.19 | $1.28 | ||
| Q2 24 | $4.03 | $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 | $232.9M | $279.3M |
| 総負債低いほど良い | $4.9B | $7.5B |
| 株主資本純資産 | — | $3.5B |
| 総資産 | $1.8B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $232.9M | — | ||
| Q4 25 | — | $279.3M | ||
| Q3 25 | $139.7M | $176.7M | ||
| Q2 25 | $272.9M | $1.1B | ||
| Q1 25 | $304.3M | $617.6M | ||
| Q4 24 | $186.1M | $872.9M | ||
| Q3 24 | $189.1M | $787.4M | ||
| Q2 24 | $283.7M | $333.8M |
| Q1 26 | $4.9B | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | $4.8B | $7.4B | ||
| Q2 25 | $3.8B | $7.3B | ||
| Q1 25 | $3.8B | $6.9B | ||
| Q4 24 | $3.8B | $6.9B | ||
| Q3 24 | $5.0B | $6.8B | ||
| Q2 24 | $5.0B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $-4.0B | $3.8B | ||
| Q2 25 | $-4.0B | $4.0B | ||
| Q1 25 | $-3.9B | $3.8B | ||
| Q4 24 | $-4.0B | $3.9B | ||
| Q3 24 | $-4.0B | $4.1B | ||
| Q2 24 | $-3.9B | $3.9B |
| Q1 26 | $1.8B | — | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.8B | $13.4B | ||
| Q1 25 | $1.9B | $12.8B | ||
| Q4 24 | $1.7B | $12.8B | ||
| Q3 24 | $1.8B | $12.9B | ||
| Q2 24 | $1.9B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 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 | $162.0M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $147.0M | $119.3M |
| FCFマージンFCF / 売上 | 12.8% | 5.5% |
| 設備投資強度設備投資 / 売上 | 1.3% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.16× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $642.6M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $162.0M | — | ||
| Q4 25 | — | $235.7M | ||
| Q3 25 | $185.4M | $301.3M | ||
| Q2 25 | $187.8M | $225.9M | ||
| Q1 25 | $179.1M | $160.7M | ||
| Q4 24 | $178.0M | $310.4M | ||
| Q3 24 | $172.7M | $235.4M | ||
| Q2 24 | $150.7M | $272.3M |
| Q1 26 | $147.0M | — | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | $164.0M | $151.6M | ||
| Q2 25 | $167.3M | $94.9M | ||
| Q1 25 | $164.3M | $70.2M | ||
| Q4 24 | $135.9M | $171.4M | ||
| Q3 24 | $145.6M | $96.2M | ||
| Q2 24 | $127.2M | $161.5M |
| Q1 26 | 12.8% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 14.3% | 6.7% | ||
| Q2 25 | 14.6% | 4.8% | ||
| Q1 25 | 14.8% | 3.6% | ||
| Q4 24 | 9.4% | 8.7% | ||
| Q3 24 | 13.5% | 4.8% | ||
| Q2 24 | 11.6% | 8.3% |
| Q1 26 | 1.3% | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | 1.9% | 6.7% | ||
| Q2 25 | 1.8% | 6.6% | ||
| Q1 25 | 1.3% | 4.6% | ||
| Q4 24 | 2.9% | 7.0% | ||
| Q3 24 | 2.5% | 6.9% | ||
| Q2 24 | 2.1% | 5.7% |
| Q1 26 | 1.16× | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | 1.33× | 5.91× | ||
| Q2 25 | 1.43× | 2.08× | ||
| Q1 25 | 1.20× | 2.57× | ||
| Q4 24 | 1.05× | 2.74× | ||
| Q3 24 | 1.18× | 2.88× | ||
| Q2 24 | 1.06× | 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
DPZ
| Supply chain | $699.0M | 61% |
| U.S. franchise royalties and fees | $158.0M | 14% |
| U.S. franchise advertising | $130.5M | 11% |
| U.S. Company-owned stores | $82.1M | 7% |
| International franchise royalties and fees | $81.0M | 7% |
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% |
