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Gen Digital(GEN)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、Gen Digitalの約1.8倍)。Gen Digitalの純利益率が高く(15.5% vs 4.5%、差は11.0%)。Gen Digitalの前年同期比売上増加率が高い(28.5% vs 10.1%)。過去8四半期でGen Digitalの売上複合成長率が高い(13.2% vs 4.3%)
Gen Digital Inc.は米国アリゾナ州テンピとEUチェコ共和国プラハに本社を置く多国籍ソフトウェア企業で、フォーチュン500企業かつS&P500構成銘柄であり、NASDAQとプラハ証券取引所に上場しています。サイバーセキュリティソフトウェア、フィンテック及び関連サービスを提供し、傘下にNorton、Avast、CCleaner等の有名ブランドを保有しています。
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。
GEN vs POST — 直接比較
損益計算書 — Q3 FY2026 vs Q1 FY2026
| 指標 | ||
|---|---|---|
| 売上 | $1.2B | $2.2B |
| 純利益 | $192.0M | $96.8M |
| 粗利率 | 78.4% | 29.4% |
| 営業利益率 | 34.9% | 11.0% |
| 純利益率 | 15.5% | 4.5% |
| 売上前年比 | 28.5% | 10.1% |
| 純利益前年比 | 6.1% | -14.6% |
| EPS(希薄化後) | $0.31 | $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 | $1.2B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $986.0M | $2.0B | ||
| Q3 24 | $974.0M | $2.0B | ||
| Q2 24 | $965.0M | $1.9B |
| Q1 26 | $192.0M | — | ||
| Q4 25 | $134.0M | $96.8M | ||
| Q3 25 | $135.0M | $51.0M | ||
| Q2 25 | — | $108.8M | ||
| Q1 25 | $142.0M | $62.6M | ||
| Q4 24 | $159.0M | $113.3M | ||
| Q3 24 | $161.0M | $81.6M | ||
| Q2 24 | $181.0M | $99.8M |
| Q1 26 | 78.4% | — | ||
| Q4 25 | 78.2% | 29.4% | ||
| Q3 25 | 78.8% | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | 80.3% | 28.0% | ||
| Q4 24 | 80.4% | 30.1% | ||
| Q3 24 | 80.1% | 28.6% | ||
| Q2 24 | 80.3% | 29.6% |
| Q1 26 | 34.9% | — | ||
| Q4 25 | 35.9% | 11.0% | ||
| Q3 25 | 35.5% | 7.5% | ||
| Q2 25 | — | 11.8% | ||
| Q1 25 | 41.3% | 9.3% | ||
| Q4 24 | 37.9% | 10.8% | ||
| Q3 24 | 41.3% | 9.5% | ||
| Q2 24 | 43.2% | 10.4% |
| Q1 26 | 15.5% | — | ||
| Q4 25 | 11.0% | 4.5% | ||
| Q3 25 | 10.7% | 2.3% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | 14.1% | 3.2% | ||
| Q4 24 | 16.1% | 5.7% | ||
| Q3 24 | 16.5% | 4.1% | ||
| Q2 24 | 18.8% | 5.1% |
| Q1 26 | $0.31 | — | ||
| Q4 25 | $0.21 | $1.71 | ||
| Q3 25 | $0.22 | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | $0.22 | $1.03 | ||
| Q4 24 | $0.26 | $1.78 | ||
| Q3 24 | $0.26 | $1.28 | ||
| Q2 24 | $0.29 | $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 | — | $279.3M |
| 総負債低いほど良い | $8.4B | $7.5B |
| 株主資本純資産 | $2.3B | $3.5B |
| 総資産 | $15.8B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 3.61× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | $1.0B | $617.6M | ||
| Q4 24 | $883.0M | $872.9M | ||
| Q3 24 | $737.0M | $787.4M | ||
| Q2 24 | $644.0M | $333.8M |
| Q1 26 | $8.4B | — | ||
| Q4 25 | $8.7B | $7.5B | ||
| Q3 25 | $8.9B | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | $8.3B | $6.9B | ||
| Q4 24 | $8.5B | $6.9B | ||
| Q3 24 | $8.5B | $6.8B | ||
| Q2 24 | $8.5B | $6.4B |
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.5B | $3.5B | ||
| Q3 25 | $2.4B | $3.8B | ||
| Q2 25 | — | $4.0B | ||
| Q1 25 | $2.3B | $3.8B | ||
| Q4 24 | $2.2B | $3.9B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.0B | $3.9B |
| Q1 26 | $15.8B | — | ||
| Q4 25 | $16.1B | $13.0B | ||
| Q3 25 | $16.4B | $13.5B | ||
| Q2 25 | — | $13.4B | ||
| Q1 25 | $15.5B | $12.8B | ||
| Q4 24 | $15.4B | $12.8B | ||
| Q3 24 | $15.5B | $12.9B | ||
| Q2 24 | $15.4B | $12.1B |
| Q1 26 | 3.61× | — | ||
| Q4 25 | 3.54× | 2.16× | ||
| Q3 25 | 3.75× | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | 3.64× | 1.81× | ||
| Q4 24 | 3.94× | 1.79× | ||
| Q3 24 | 4.06× | 1.67× | ||
| Q2 24 | 4.33× | 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
| Q1 26 | — | — | ||
| Q4 25 | $541.0M | $235.7M | ||
| Q3 25 | $409.0M | $301.3M | ||
| Q2 25 | — | $225.9M | ||
| Q1 25 | $473.0M | $160.7M | ||
| Q4 24 | $326.0M | $310.4M | ||
| Q3 24 | $158.0M | $235.4M | ||
| Q2 24 | $264.0M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $535.0M | $119.3M | ||
| Q3 25 | $405.0M | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | $470.0M | $70.2M | ||
| Q4 24 | $318.0M | $171.4M | ||
| Q3 24 | $156.0M | $96.2M | ||
| Q2 24 | $262.0M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | 43.9% | 5.5% | ||
| Q3 25 | 32.2% | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | 46.5% | 3.6% | ||
| Q4 24 | 32.3% | 8.7% | ||
| Q3 24 | 16.0% | 4.8% | ||
| Q2 24 | 27.2% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.5% | 5.4% | ||
| Q3 25 | 0.3% | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | 0.3% | 4.6% | ||
| Q4 24 | 0.8% | 7.0% | ||
| Q3 24 | 0.2% | 6.9% | ||
| Q2 24 | 0.2% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.04× | 2.43× | ||
| Q3 25 | 3.03× | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | 3.33× | 2.57× | ||
| Q4 24 | 2.05× | 2.74× | ||
| Q3 24 | 0.98× | 2.88× | ||
| Q2 24 | 1.46× | 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
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
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% |