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LANDSTAR SYSTEM INC（LSTR）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、LANDSTAR SYSTEM INCの約1.9倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 3.4%、差は1.1%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 1.6%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -2.2%）
Landstar System, Inc.は米国の運輸サービス企業で、サードパーティロジスティクスを主力事業としています。8800人以上の独立自営運転手、1000人超の独立貨物代理店、7万社以上の審査済み運送業者の広大なネットワークを活用し、米国全土を中心にカナダ国内や米加・米墨間の越境物流にも対応しています。
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。
LSTR 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 | $39.4M | $96.8M |
| 粗利率 | 9.6% | 29.4% |
| 営業利益率 | 4.5% | 11.0% |
| 純利益率 | 3.4% | 4.5% |
| 売上前年比 | 1.6% | 10.1% |
| 純利益前年比 | 32.3% | -14.6% |
| EPS（希薄化後） | $1.16 | $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 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $1.2B | $1.9B |
| Q1 26 | $39.4M | — | ||
| Q4 25 | $23.9M | $96.8M | ||
| Q3 25 | $19.4M | $51.0M | ||
| Q2 25 | $41.9M | $108.8M | ||
| Q1 25 | $29.8M | $62.6M | ||
| Q4 24 | $46.2M | $113.3M | ||
| Q3 24 | $50.0M | $81.6M | ||
| Q2 24 | $52.6M | $99.8M |
| Q1 26 | 9.6% | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% |
| Q1 26 | 4.5% | — | ||
| Q4 25 | 2.5% | 11.0% | ||
| Q3 25 | 2.2% | 7.5% | ||
| Q2 25 | 4.6% | 11.8% | ||
| Q1 25 | 3.4% | 9.3% | ||
| Q4 24 | 4.8% | 10.8% | ||
| Q3 24 | 5.2% | 9.5% | ||
| Q2 24 | 5.6% | 10.4% |
| Q1 26 | 3.4% | — | ||
| Q4 25 | 2.0% | 4.5% | ||
| Q3 25 | 1.6% | 2.3% | ||
| Q2 25 | 3.5% | 5.5% | ||
| Q1 25 | 2.6% | 3.2% | ||
| Q4 24 | 3.8% | 5.7% | ||
| Q3 24 | 4.1% | 4.1% | ||
| Q2 24 | 4.3% | 5.1% |
| Q1 26 | $1.16 | — | ||
| Q4 25 | $0.70 | $1.71 | ||
| Q3 25 | $0.56 | $0.91 | ||
| Q2 25 | $1.20 | $1.79 | ||
| Q1 25 | $0.85 | $1.03 | ||
| Q4 24 | $1.30 | $1.78 | ||
| Q3 24 | $1.41 | $1.28 | ||
| Q2 24 | $1.48 | $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 | $411.0M | $279.3M |
| 総負債低いほど良い | $26.1M | $7.5B |
| 株主資本純資産 | $799.0M | $3.5B |
| 総資産 | $1.6B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.03× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $411.0M | — | ||
| Q4 25 | $452.2M | $279.3M | ||
| Q3 25 | $434.4M | $176.7M | ||
| Q2 25 | $426.2M | $1.1B | ||
| Q1 25 | $473.4M | $617.6M | ||
| Q4 24 | $566.6M | $872.9M | ||
| Q3 24 | $531.3M | $787.4M | ||
| Q2 24 | $504.0M | $333.8M |
| Q1 26 | $26.1M | — | ||
| Q4 25 | $0 | $7.5B | ||
| Q3 25 | $0 | $7.4B | ||
| Q2 25 | $0 | $7.3B | ||
| Q1 25 | $0 | $6.9B | ||
| Q4 24 | $0 | $6.9B | ||
| Q3 24 | $0 | $6.8B | ||
| Q2 24 | $0 | $6.4B |
| Q1 26 | $799.0M | — | ||
| Q4 25 | $795.7M | $3.5B | ||
| Q3 25 | $888.7M | $3.8B | ||
| Q2 25 | $921.8M | $4.0B | ||
| Q1 25 | $930.8M | $3.8B | ||
| Q4 24 | $972.4M | $3.9B | ||
| Q3 24 | $1.0B | $4.1B | ||
| Q2 24 | $1.0B | $3.9B |
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $13.0B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.7B | $13.4B | ||
| Q1 25 | $1.7B | $12.8B | ||
| Q4 24 | $1.8B | $12.8B | ||
| Q3 24 | $1.8B | $12.9B | ||
| Q2 24 | $1.8B | $12.1B |
| Q1 26 | 0.03× | — | ||
| Q4 25 | 0.00× | 2.16× | ||
| Q3 25 | 0.00× | 1.98× | ||
| Q2 25 | 0.00× | 1.84× | ||
| Q1 25 | 0.00× | 1.81× | ||
| Q4 24 | 0.00× | 1.79× | ||
| Q3 24 | 0.00× | 1.67× | ||
| Q2 24 | 0.00× | 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 | $72.7M | $235.7M | ||
| Q3 25 | $89.3M | $301.3M | ||
| Q2 25 | $7.1M | $225.9M | ||
| Q1 25 | $55.7M | $160.7M | ||
| Q4 24 | $61.1M | $310.4M | ||
| Q3 24 | $83.1M | $235.4M | ||
| Q2 24 | $48.1M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $70.5M | $119.3M | ||
| Q3 25 | $86.0M | $151.6M | ||
| Q2 25 | $4.7M | $94.9M | ||
| Q1 25 | $53.8M | $70.2M | ||
| Q4 24 | $54.4M | $171.4M | ||
| Q3 24 | $75.6M | $96.2M | ||
| Q2 24 | $40.6M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | 6.0% | 5.5% | ||
| Q3 25 | 7.1% | 6.7% | ||
| Q2 25 | 0.4% | 4.8% | ||
| Q1 25 | 4.7% | 3.6% | ||
| Q4 24 | 4.5% | 8.7% | ||
| Q3 24 | 6.2% | 4.8% | ||
| Q2 24 | 3.3% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.2% | 5.4% | ||
| Q3 25 | 0.3% | 6.7% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.2% | 4.6% | ||
| Q4 24 | 0.6% | 7.0% | ||
| Q3 24 | 0.6% | 6.9% | ||
| Q2 24 | 0.6% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 3.04× | 2.43× | ||
| Q3 25 | 4.61× | 5.91× | ||
| Q2 25 | 0.17× | 2.08× | ||
| Q1 25 | 1.87× | 2.57× | ||
| Q4 24 | 1.32× | 2.74× | ||
| Q3 24 | 1.66× | 2.88× | ||
| Q2 24 | 0.91× | 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
LSTR
セグメントデータなし
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% |
