vs
エコラボ（ECL）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
エコラボの直近四半期売上が大きい（$4.1B vs $2.2B、Post Holdings, Inc.の約1.9倍）。エコラボの純利益率が高く（10.6% vs 4.5%、差は6.2%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 10.0%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 1.0%）
エコラボ（Ecolab Inc.）はアメリカ合衆国ミネソタ州セントポールに本社を置き、水処理、衛生管理、消毒に関する製品を主に商業施設や産業分野の顧客に提供し、顧客の事業運営の効率化と安全性向上を支援している企業です。
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。
ECL vs POST — 直接比較
売上が大きい
ECL
1.9倍大きい
$2.2B
売上成長率が高い
POST
+0.1%の差
10.0%
純利益率が高い
ECL
純利益率が6.2%高い
4.5%
2年売上CAGRが高い
POST
2年複合成長率
1.0%
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $4.1B | $2.2B |
| 純利益 | $432.6M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 15.3% | 11.0% |
| 純利益率 | 10.6% | 4.5% |
| 売上前年比 | 10.0% | 10.1% |
| 純利益前年比 | 1.3% | -14.6% |
| EPS（希薄化後） | $1.52 | $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ECLPOST
| Q2 26 | $4.1B | — | ||
| Q4 25 | $4.2B | $2.2B | ||
| Q3 25 | $4.2B | $2.2B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $4.0B | $2.0B | ||
| Q2 24 | $4.0B | $1.9B |
純利益ECLPOST
| Q2 26 | $432.6M | — | ||
| Q4 25 | $563.9M | $96.8M | ||
| Q3 25 | $585.0M | $51.0M | ||
| Q2 25 | $524.2M | $108.8M | ||
| Q1 25 | $402.5M | $62.6M | ||
| Q4 24 | $472.9M | $113.3M | ||
| Q3 24 | $736.5M | $81.6M | ||
| Q2 24 | $490.9M | $99.8M |
粗利率ECLPOST
| Q2 26 | — | — | ||
| Q4 25 | 44.0% | 29.4% | ||
| Q3 25 | 44.8% | 26.8% | ||
| Q2 25 | 44.8% | 30.0% | ||
| Q1 25 | 44.2% | 28.0% | ||
| Q4 24 | 43.3% | 30.1% | ||
| Q3 24 | 43.4% | 28.6% | ||
| Q2 24 | 43.8% | 29.6% |
営業利益率ECLPOST
| Q2 26 | 15.3% | — | ||
| Q4 25 | 17.0% | 11.0% | ||
| Q3 25 | 18.3% | 7.5% | ||
| Q2 25 | 17.6% | 11.8% | ||
| Q1 25 | 15.0% | 9.3% | ||
| Q4 24 | 14.6% | 10.8% | ||
| Q3 24 | 26.1% | 9.5% | ||
| Q2 24 | 16.5% | 10.4% |
純利益率ECLPOST
| Q2 26 | 10.6% | — | ||
| Q4 25 | 13.4% | 4.5% | ||
| Q3 25 | 14.0% | 2.3% | ||
| Q2 25 | 13.0% | 5.5% | ||
| Q1 25 | 10.9% | 3.2% | ||
| Q4 24 | 11.8% | 5.7% | ||
| Q3 24 | 18.4% | 4.1% | ||
| Q2 24 | 12.3% | 5.1% |
EPS（希薄化後）ECLPOST
| Q2 26 | $1.52 | — | ||
| Q4 25 | $1.98 | $1.71 | ||
| Q3 25 | $2.05 | $0.91 | ||
| Q2 25 | $1.84 | $1.79 | ||
| Q1 25 | $1.41 | $1.03 | ||
| Q4 24 | $1.65 | $1.78 | ||
| Q3 24 | $2.58 | $1.28 | ||
| Q2 24 | $1.71 | $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 | $519.8K | $279.3M |
| 総負債低いほど良い | $8.5M | $7.5B |
| 株主資本純資産 | $10.0M | $3.5B |
| 総資産 | $25.0M | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.85× | 2.16× |
8四半期トレンド — 暦四半期で整列
現金・短期投資ECLPOST
| Q2 26 | $519.8K | — | ||
| Q4 25 | $646.2M | $279.3M | ||
| Q3 25 | $2.0B | $176.7M | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $1.2B | $617.6M | ||
| Q4 24 | $1.3B | $872.9M | ||
| Q3 24 | $1.3B | $787.4M | ||
| Q2 24 | $384.0M | $333.8M |
総負債ECLPOST
| Q2 26 | $8.5M | — | ||
| Q4 25 | $7.4B | $7.5B | ||
| Q3 25 | $8.1B | $7.4B | ||
| Q2 25 | $7.5B | $7.3B | ||
| Q1 25 | $7.0B | $6.9B | ||
| Q4 24 | $6.9B | $6.9B | ||
| Q3 24 | $7.0B | $6.8B | ||
| Q2 24 | $7.5B | $6.4B |
株主資本ECLPOST
| Q2 26 | $10.0M | — | ||
| Q4 25 | $9.8B | $3.5B | ||
| Q3 25 | $9.7B | $3.8B | ||
| Q2 25 | $9.3B | $4.0B | ||
| Q1 25 | $8.9B | $3.8B | ||
| Q4 24 | $8.8B | $3.9B | ||
| Q3 24 | $8.5B | $4.1B | ||
| Q2 24 | $8.3B | $3.9B |
総資産ECLPOST
| Q2 26 | $25.0M | — | ||
| Q4 25 | $24.7B | $13.0B | ||
| Q3 25 | $23.9B | $13.5B | ||
| Q2 25 | $23.7B | $13.4B | ||
| Q1 25 | $22.4B | $12.8B | ||
| Q4 24 | $22.4B | $12.8B | ||
| Q3 24 | $22.1B | $12.9B | ||
| Q2 24 | $21.5B | $12.1B |
負債/資本比率ECLPOST
| Q2 26 | 0.85× | — | ||
| Q4 25 | 0.75× | 2.16× | ||
| Q3 25 | 0.83× | 1.98× | ||
| Q2 25 | 0.81× | 1.84× | ||
| Q1 25 | 0.79× | 1.81× | ||
| Q4 24 | 0.79× | 1.79× | ||
| Q3 24 | 0.82× | 1.67× | ||
| Q2 24 | 0.91× | 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 | — | $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
営業キャッシュフローECLPOST
| Q2 26 | — | — | ||
| Q4 25 | $1.1B | $235.7M | ||
| Q3 25 | $791.3M | $301.3M | ||
| Q2 25 | $701.8M | $225.9M | ||
| Q1 25 | $369.4M | $160.7M | ||
| Q4 24 | $766.7M | $310.4M | ||
| Q3 24 | $786.7M | $235.4M | ||
| Q2 24 | $611.1M | $272.3M |
フリーキャッシュフローECLPOST
| Q2 26 | — | — | ||
| Q4 25 | $758.0M | $119.3M | ||
| Q3 25 | $529.7M | $151.6M | ||
| Q2 25 | $485.1M | $94.9M | ||
| Q1 25 | $131.5M | $70.2M | ||
| Q4 24 | $407.0M | $171.4M | ||
| Q3 24 | $550.3M | $96.2M | ||
| Q2 24 | $414.2M | $161.5M |
FCFマージンECLPOST
| Q2 26 | — | — | ||
| Q4 25 | 18.1% | 5.5% | ||
| Q3 25 | 12.7% | 6.7% | ||
| Q2 25 | 12.1% | 4.8% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | 10.2% | 8.7% | ||
| Q3 24 | 13.8% | 4.8% | ||
| Q2 24 | 10.4% | 8.3% |
設備投資強度ECLPOST
| Q2 26 | — | — | ||
| Q4 25 | 7.9% | 5.4% | ||
| Q3 25 | 6.3% | 6.7% | ||
| Q2 25 | 5.4% | 6.6% | ||
| Q1 25 | 6.4% | 4.6% | ||
| Q4 24 | 9.0% | 7.0% | ||
| Q3 24 | 5.9% | 6.9% | ||
| Q2 24 | 4.9% | 5.7% |
キャッシュ転換率ECLPOST
| Q2 26 | — | — | ||
| Q4 25 | 1.93× | 2.43× | ||
| Q3 25 | 1.35× | 5.91× | ||
| Q2 25 | 1.34× | 2.08× | ||
| Q1 25 | 0.92× | 2.57× | ||
| Q4 24 | 1.62× | 2.74× | ||
| Q3 24 | 1.07× | 2.88× | ||
| Q2 24 | 1.24× | 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
ECL
| Product and equipment sales | $3.2B | 78% |
| Service and lease sales | $891.5M | 22% |
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% |
