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Freshpet, Inc.（FRPT）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 $285.2M、Freshpet, Inc.の約7.6倍）。Freshpet, Inc.の純利益率が高く（11.9% vs 4.5%、差は7.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 8.6%）。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 $2.1M）。過去8四半期でFreshpet, Inc.の売上複合成長率が高い（12.9% vs 4.3%）
Freshpet, Inc.はアメリカのペットフード企業で、新鮮さを特長としたキャットフードとドッグフードを展開しており、製品の冷蔵保存が必要です。現在ナスダックに上場し、ティッカーシンボルはFRPT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。
FRPT vs POST — 直接比較
売上が大きい
POST
7.6倍大きい
$285.2M
売上成長率が高い
POST
+1.6%の差
8.6%
純利益率が高い
FRPT
純利益率が7.4%高い
4.5%
フリーキャッシュフローが多い
POST
FCF $117.2M多い
$2.1M
2年売上CAGRが高い
FRPT
2年複合成長率
4.3%
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $285.2M | $2.2B |
| 純利益 | $33.8M | $96.8M |
| 粗利率 | 43.3% | 29.4% |
| 営業利益率 | 15.6% | 11.0% |
| 純利益率 | 11.9% | 4.5% |
| 売上前年比 | 8.6% | 10.1% |
| 純利益前年比 | 86.6% | -14.6% |
| EPS（希薄化後） | $0.71 | $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FRPTPOST
| Q4 25 | $285.2M | $2.2B | ||
| Q3 25 | $288.8M | $2.2B | ||
| Q2 25 | $264.7M | $2.0B | ||
| Q1 25 | $263.2M | $2.0B | ||
| Q4 24 | $262.7M | $2.0B | ||
| Q3 24 | $253.4M | $2.0B | ||
| Q2 24 | $235.3M | $1.9B | ||
| Q1 24 | $223.8M | $2.0B |
純利益FRPTPOST
| Q4 25 | $33.8M | $96.8M | ||
| Q3 25 | $101.7M | $51.0M | ||
| Q2 25 | $16.4M | $108.8M | ||
| Q1 25 | $-12.7M | $62.6M | ||
| Q4 24 | $18.1M | $113.3M | ||
| Q3 24 | $11.9M | $81.6M | ||
| Q2 24 | $-1.7M | $99.8M | ||
| Q1 24 | $18.6M | $97.2M |
粗利率FRPTPOST
| Q4 25 | 43.3% | 29.4% | ||
| Q3 25 | 39.5% | 26.8% | ||
| Q2 25 | 40.9% | 30.0% | ||
| Q1 25 | 39.4% | 28.0% | ||
| Q4 24 | 42.5% | 30.1% | ||
| Q3 24 | 40.4% | 28.6% | ||
| Q2 24 | 39.9% | 29.6% | ||
| Q1 24 | 39.4% | 29.0% |
営業利益率FRPTPOST
| Q4 25 | 15.6% | 11.0% | ||
| Q3 25 | 8.6% | 7.5% | ||
| Q2 25 | 6.7% | 11.8% | ||
| Q1 25 | -4.4% | 9.3% | ||
| Q4 24 | 7.4% | 10.8% | ||
| Q3 24 | 4.7% | 9.5% | ||
| Q2 24 | -0.7% | 10.4% | ||
| Q1 24 | 3.8% | 9.5% |
純利益率FRPTPOST
| Q4 25 | 11.9% | 4.5% | ||
| Q3 25 | 35.2% | 2.3% | ||
| Q2 25 | 6.2% | 5.5% | ||
| Q1 25 | -4.8% | 3.2% | ||
| Q4 24 | 6.9% | 5.7% | ||
| Q3 24 | 4.7% | 4.1% | ||
| Q2 24 | -0.7% | 5.1% | ||
| Q1 24 | 8.3% | 4.9% |
EPS（希薄化後）FRPTPOST
| Q4 25 | $0.71 | $1.71 | ||
| Q3 25 | $1.86 | $0.91 | ||
| Q2 25 | $0.33 | $1.79 | ||
| Q1 25 | $-0.26 | $1.03 | ||
| Q4 24 | $0.35 | $1.78 | ||
| Q3 24 | $0.24 | $1.28 | ||
| Q2 24 | $-0.03 | $1.53 | ||
| Q1 24 | $0.37 | $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 | $278.0M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $1.2B | $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
現金・短期投資FRPTPOST
| Q4 25 | $278.0M | $279.3M | ||
| Q3 25 | $274.6M | $176.7M | ||
| Q2 25 | $243.7M | $1.1B | ||
| Q1 25 | $243.7M | $617.6M | ||
| Q4 24 | $268.6M | $872.9M | ||
| Q3 24 | $274.6M | $787.4M | ||
| Q2 24 | $251.7M | $333.8M | ||
| Q1 24 | $257.9M | $333.4M |
総負債FRPTPOST
| 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FRPTPOST
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.2B | $3.8B | ||
| Q2 25 | $1.1B | $4.0B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.1B | $3.9B | ||
| Q3 24 | $1.0B | $4.1B | ||
| Q2 24 | $995.8M | $3.9B | ||
| Q1 24 | $977.8M | $4.0B |
総資産FRPTPOST
| Q4 25 | $1.8B | $13.0B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.6B | $13.4B | ||
| Q1 25 | $1.6B | $12.8B | ||
| Q4 24 | $1.6B | $12.8B | ||
| Q3 24 | $1.5B | $12.9B | ||
| Q2 24 | $1.5B | $12.1B | ||
| Q1 24 | $1.5B | $12.2B |
負債/資本比率FRPTPOST
| 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 | $55.1M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $2.1M | $119.3M |
| FCFマージンFCF / 売上 | 0.7% | 5.5% |
| 設備投資強度設備投資 / 売上 | 18.6% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.63× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $12.4M | $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FRPTPOST
| Q4 25 | $55.1M | $235.7M | ||
| Q3 25 | $66.8M | $301.3M | ||
| Q2 25 | $33.9M | $225.9M | ||
| Q1 25 | $4.8M | $160.7M | ||
| Q4 24 | $50.4M | $310.4M | ||
| Q3 24 | $56.1M | $235.4M | ||
| Q2 24 | $42.4M | $272.3M | ||
| Q1 24 | $5.4M | $249.6M |
フリーキャッシュフローFRPTPOST
| Q4 25 | $2.1M | $119.3M | ||
| Q3 25 | $31.6M | $151.6M | ||
| Q2 25 | $445.0K | $94.9M | ||
| Q1 25 | $-21.7M | $70.2M | ||
| Q4 24 | $-7.9M | $171.4M | ||
| Q3 24 | $22.1M | $96.2M | ||
| Q2 24 | $-5.9M | $161.5M | ||
| Q1 24 | $-41.1M | $150.9M |
FCFマージンFRPTPOST
| Q4 25 | 0.7% | 5.5% | ||
| Q3 25 | 10.9% | 6.7% | ||
| Q2 25 | 0.2% | 4.8% | ||
| Q1 25 | -8.2% | 3.6% | ||
| Q4 24 | -3.0% | 8.7% | ||
| Q3 24 | 8.7% | 4.8% | ||
| Q2 24 | -2.5% | 8.3% | ||
| Q1 24 | -18.3% | 7.5% |
設備投資強度FRPTPOST
| Q4 25 | 18.6% | 5.4% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | 12.6% | 6.6% | ||
| Q1 25 | 10.1% | 4.6% | ||
| Q4 24 | 22.2% | 7.0% | ||
| Q3 24 | 13.4% | 6.9% | ||
| Q2 24 | 20.5% | 5.7% | ||
| Q1 24 | 20.8% | 4.9% |
キャッシュ転換率FRPTPOST
| Q4 25 | 1.63× | 2.43× | ||
| Q3 25 | 0.66× | 5.91× | ||
| Q2 25 | 2.07× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 2.78× | 2.74× | ||
| Q3 24 | 4.72× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | 0.29× | 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
FRPT
| Sales Channel Grocery Mass International And Digital | $228.4M | 80% |
| Sales Channel Pet Specialty And Club | $56.8M | 20% |
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% |
