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Fabrinet（FN）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 $1.1B、Fabrinetの約1.9倍）。Fabrinetの純利益率が高く（9.9% vs 4.5%、差は5.5%）。Fabrinetの前年同期比売上増加率が高い（35.9% vs 10.1%）。Post Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$119.3M vs $-5.3M）。過去8四半期でFabrinetの売上複合成長率が高い（24.4% vs 4.3%）
Fabrinet（証券コード：FN）はS&Pミッドキャップ400指数の構成銘柄です。同指数はS&Pダウジョーンズインデックスが管理し、主に米国の中型企業400社で構成され、構成企業が複数の株式クラスを発行している場合は構成数が400を超えることもあります。
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。
FN vs POST — 直接比較
売上が大きい
POST
1.9倍大きい
$1.1B
売上成長率が高い
FN
+25.8%の差
10.1%
純利益率が高い
FN
純利益率が5.5%高い
4.5%
フリーキャッシュフローが多い
POST
FCF $124.6M多い
$-5.3M
2年売上CAGRが高い
FN
2年複合成長率
4.3%
損益計算書 — Q2 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $2.2B |
| 純利益 | $112.6M | $96.8M |
| 粗利率 | 12.2% | 29.4% |
| 営業利益率 | 10.1% | 11.0% |
| 純利益率 | 9.9% | 4.5% |
| 売上前年比 | 35.9% | 10.1% |
| 純利益前年比 | 30.0% | -14.6% |
| EPS（希薄化後） | $3.11 | $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FNPOST
| Q4 25 | $1.1B | $2.2B | ||
| Q3 25 | $978.1M | $2.2B | ||
| Q2 25 | $909.7M | $2.0B | ||
| Q1 25 | $871.8M | $2.0B | ||
| Q4 24 | $833.6M | $2.0B | ||
| Q3 24 | $804.2M | $2.0B | ||
| Q2 24 | $753.3M | $1.9B | ||
| Q1 24 | $731.5M | $2.0B |
純利益FNPOST
| Q4 25 | $112.6M | $96.8M | ||
| Q3 25 | $95.9M | $51.0M | ||
| Q2 25 | $87.2M | $108.8M | ||
| Q1 25 | $81.3M | $62.6M | ||
| Q4 24 | $86.6M | $113.3M | ||
| Q3 24 | $77.4M | $81.6M | ||
| Q2 24 | $81.1M | $99.8M | ||
| Q1 24 | $80.9M | $97.2M |
粗利率FNPOST
| Q4 25 | 12.2% | 29.4% | ||
| Q3 25 | 11.9% | 26.8% | ||
| Q2 25 | 12.2% | 30.0% | ||
| Q1 25 | 11.7% | 28.0% | ||
| Q4 24 | 12.1% | 30.1% | ||
| Q3 24 | 12.3% | 28.6% | ||
| Q2 24 | 12.3% | 29.6% | ||
| Q1 24 | 12.4% | 29.0% |
営業利益率FNPOST
| Q4 25 | 10.1% | 11.0% | ||
| Q3 25 | 9.6% | 7.5% | ||
| Q2 25 | 9.8% | 11.8% | ||
| Q1 25 | 9.0% | 9.3% | ||
| Q4 24 | 9.5% | 10.8% | ||
| Q3 24 | 9.6% | 9.5% | ||
| Q2 24 | 9.7% | 10.4% | ||
| Q1 24 | 9.7% | 9.5% |
純利益率FNPOST
| Q4 25 | 9.9% | 4.5% | ||
| Q3 25 | 9.8% | 2.3% | ||
| Q2 25 | 9.6% | 5.5% | ||
| Q1 25 | 9.3% | 3.2% | ||
| Q4 24 | 10.4% | 5.7% | ||
| Q3 24 | 9.6% | 4.1% | ||
| Q2 24 | 10.8% | 5.1% | ||
| Q1 24 | 11.1% | 4.9% |
EPS（希薄化後）FNPOST
| Q4 25 | $3.11 | $1.71 | ||
| Q3 25 | $2.66 | $0.91 | ||
| Q2 25 | $2.41 | $1.79 | ||
| Q1 25 | $2.25 | $1.03 | ||
| Q4 24 | $2.38 | $1.78 | ||
| Q3 24 | $2.13 | $1.28 | ||
| Q2 24 | $2.22 | $1.53 | ||
| Q1 24 | $2.21 | $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 | $960.8M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $2.2B | $3.5B |
| 総資産 | $3.3B | $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
現金・短期投資FNPOST
| Q4 25 | $960.8M | $279.3M | ||
| Q3 25 | $968.8M | $176.7M | ||
| Q2 25 | $934.2M | $1.1B | ||
| Q1 25 | $950.7M | $617.6M | ||
| Q4 24 | $934.6M | $872.9M | ||
| Q3 24 | $908.9M | $787.4M | ||
| Q2 24 | $858.6M | $333.8M | ||
| Q1 24 | $794.0M | $333.4M |
総負債FNPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
株主資本FNPOST
| Q4 25 | $2.2B | $3.5B | ||
| Q3 25 | $2.1B | $3.8B | ||
| Q2 25 | $2.0B | $4.0B | ||
| Q1 25 | $1.9B | $3.8B | ||
| Q4 24 | $1.8B | $3.9B | ||
| Q3 24 | $1.8B | $4.1B | ||
| Q2 24 | $1.7B | $3.9B | ||
| Q1 24 | $1.7B | $4.0B |
総資産FNPOST
| Q4 25 | $3.3B | $13.0B | ||
| Q3 25 | $3.0B | $13.5B | ||
| Q2 25 | $2.8B | $13.4B | ||
| Q1 25 | $2.6B | $12.8B | ||
| Q4 24 | $2.5B | $12.8B | ||
| Q3 24 | $2.4B | $12.9B | ||
| Q2 24 | $2.3B | $12.1B | ||
| Q1 24 | $2.2B | $12.2B |
負債/資本比率FNPOST
| 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× | ||
| Q1 24 | — | 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 | $46.3M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-5.3M | $119.3M |
| FCFマージンFCF / 売上 | -0.5% | 5.5% |
| 設備投資強度設備投資 / 売上 | 4.6% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 0.41× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $102.3M | $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FNPOST
| Q4 25 | $46.3M | $235.7M | ||
| Q3 25 | $102.6M | $301.3M | ||
| Q2 25 | $55.1M | $225.9M | ||
| Q1 25 | $74.2M | $160.7M | ||
| Q4 24 | $115.9M | $310.4M | ||
| Q3 24 | $83.2M | $235.4M | ||
| Q2 24 | $83.1M | $272.3M | ||
| Q1 24 | $100.9M | $249.6M |
フリーキャッシュフローFNPOST
| Q4 25 | $-5.3M | $119.3M | ||
| Q3 25 | $57.3M | $151.6M | ||
| Q2 25 | $4.7M | $94.9M | ||
| Q1 25 | $45.7M | $70.2M | ||
| Q4 24 | $94.0M | $171.4M | ||
| Q3 24 | $62.9M | $96.2M | ||
| Q2 24 | $70.4M | $161.5M | ||
| Q1 24 | $87.3M | $150.9M |
FCFマージンFNPOST
| Q4 25 | -0.5% | 5.5% | ||
| Q3 25 | 5.9% | 6.7% | ||
| Q2 25 | 0.5% | 4.8% | ||
| Q1 25 | 5.2% | 3.6% | ||
| Q4 24 | 11.3% | 8.7% | ||
| Q3 24 | 7.8% | 4.8% | ||
| Q2 24 | 9.3% | 8.3% | ||
| Q1 24 | 11.9% | 7.5% |
設備投資強度FNPOST
| Q4 25 | 4.6% | 5.4% | ||
| Q3 25 | 4.6% | 6.7% | ||
| Q2 25 | 5.5% | 6.6% | ||
| Q1 25 | 3.3% | 4.6% | ||
| Q4 24 | 2.6% | 7.0% | ||
| Q3 24 | 2.5% | 6.9% | ||
| Q2 24 | 1.7% | 5.7% | ||
| Q1 24 | 1.9% | 4.9% |
キャッシュ転換率FNPOST
| Q4 25 | 0.41× | 2.43× | ||
| Q3 25 | 1.07× | 5.91× | ||
| Q2 25 | 0.63× | 2.08× | ||
| Q1 25 | 0.91× | 2.57× | ||
| Q4 24 | 1.34× | 2.74× | ||
| Q3 24 | 1.07× | 2.88× | ||
| Q2 24 | 1.02× | 2.73× | ||
| Q1 24 | 1.25× | 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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
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% |
