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M/I HOMES, INC.（MHO）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、M/I HOMES, INC.の約1.9倍）。M/I HOMES, INC.の純利益率が高く（5.6% vs 4.5%、差は1.1%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -4.8%）。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 $-13.0M）。過去8四半期でM/I HOMES, INC.の売上複合成長率が高い（4.7% vs 4.3%）
M/Iホームズ社は米国有数の住宅建設企業で、一戸建て住宅、タウンハウス、二世帯住宅の設計・施工・販売を手がけ、米国複数州で事業を展開しています。初回購入層、住み替え層、高級住宅購入層を主な顧客とし、省エネ設計や個別要望に応じたカスタマイズオプションを提供しています。
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。
MHO vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $2.2B |
| 純利益 | $64.0M | $96.8M |
| 粗利率 | 17.4% | 29.4% |
| 営業利益率 | 6.5% | 11.0% |
| 純利益率 | 5.6% | 4.5% |
| 売上前年比 | -4.8% | 10.1% |
| 純利益前年比 | -52.1% | -14.6% |
| EPS（希薄化後） | $2.42 | $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
| Q4 25 | $1.1B | $2.2B | ||
| Q3 25 | $1.1B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $976.1M | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.0B | $2.0B |
| Q4 25 | $64.0M | $96.8M | ||
| Q3 25 | $106.5M | $51.0M | ||
| Q2 25 | $121.2M | $108.8M | ||
| Q1 25 | $111.2M | $62.6M | ||
| Q4 24 | $133.5M | $113.3M | ||
| Q3 24 | $145.4M | $81.6M | ||
| Q2 24 | $146.7M | $99.8M | ||
| Q1 24 | $138.1M | $97.2M |
| Q4 25 | 17.4% | 29.4% | ||
| Q3 25 | 24.5% | 26.8% | ||
| Q2 25 | 24.7% | 30.0% | ||
| Q1 25 | 25.9% | 28.0% | ||
| Q4 24 | 24.6% | 30.1% | ||
| Q3 24 | 27.1% | 28.6% | ||
| Q2 24 | 27.9% | 29.6% | ||
| Q1 24 | 27.1% | 29.0% |
| Q4 25 | 6.5% | 11.0% | ||
| Q3 25 | 12.0% | 7.5% | ||
| Q2 25 | 13.4% | 11.8% | ||
| Q1 25 | 14.4% | 9.3% | ||
| Q4 24 | 13.6% | 10.8% | ||
| Q3 24 | 15.9% | 9.5% | ||
| Q2 24 | 16.8% | 10.4% | ||
| Q1 24 | 16.6% | 9.5% |
| Q4 25 | 5.6% | 4.5% | ||
| Q3 25 | 9.4% | 2.3% | ||
| Q2 25 | 10.4% | 5.5% | ||
| Q1 25 | 11.4% | 3.2% | ||
| Q4 24 | 11.1% | 5.7% | ||
| Q3 24 | 12.7% | 4.1% | ||
| Q2 24 | 13.2% | 5.1% | ||
| Q1 24 | 13.2% | 4.9% |
| Q4 25 | $2.42 | $1.71 | ||
| Q3 25 | $3.92 | $0.91 | ||
| Q2 25 | $4.42 | $1.79 | ||
| Q1 25 | $3.98 | $1.03 | ||
| Q4 24 | $4.71 | $1.78 | ||
| Q3 24 | $5.10 | $1.28 | ||
| Q2 24 | $5.12 | $1.53 | ||
| Q1 24 | $4.78 | $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 | — | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $3.2B | $3.5B |
| 総資産 | $4.8B | $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
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M | ||
| Q1 24 | — | $333.4M |
| 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 |
| Q4 25 | $3.2B | $3.5B | ||
| Q3 25 | $3.1B | $3.8B | ||
| Q2 25 | $3.1B | $4.0B | ||
| Q1 25 | $3.0B | $3.8B | ||
| Q4 24 | $2.9B | $3.9B | ||
| Q3 24 | $2.8B | $4.1B | ||
| Q2 24 | $2.7B | $3.9B | ||
| Q1 24 | $2.6B | $4.0B |
| Q4 25 | $4.8B | $13.0B | ||
| Q3 25 | $4.8B | $13.5B | ||
| Q2 25 | $4.7B | $13.4B | ||
| Q1 25 | $4.6B | $12.8B | ||
| Q4 24 | $4.5B | $12.8B | ||
| Q3 24 | $4.5B | $12.9B | ||
| Q2 24 | $4.3B | $12.1B | ||
| Q1 24 | $4.2B | $12.2B |
| 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 | $-8.7M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.0M | $119.3M |
| FCFマージンFCF / 売上 | -1.1% | 5.5% |
| 設備投資強度設備投資 / 売上 | 0.4% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | -0.14× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $127.7M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-8.7M | $235.7M | ||
| Q3 25 | $43.4M | $301.3M | ||
| Q2 25 | $37.8M | $225.9M | ||
| Q1 25 | $64.9M | $160.7M | ||
| Q4 24 | $104.4M | $310.4M | ||
| Q3 24 | $-67.9M | $235.4M | ||
| Q2 24 | $27.5M | $272.3M | ||
| Q1 24 | $115.8M | $249.6M |
| Q4 25 | $-13.0M | $119.3M | ||
| Q3 25 | $42.0M | $151.6M | ||
| Q2 25 | $35.1M | $94.9M | ||
| Q1 25 | $63.5M | $70.2M | ||
| Q4 24 | $102.3M | $171.4M | ||
| Q3 24 | $-68.5M | $96.2M | ||
| Q2 24 | $22.0M | $161.5M | ||
| Q1 24 | $115.5M | $150.9M |
| Q4 25 | -1.1% | 5.5% | ||
| Q3 25 | 3.7% | 6.7% | ||
| Q2 25 | 3.0% | 4.8% | ||
| Q1 25 | 6.5% | 3.6% | ||
| Q4 24 | 8.5% | 8.7% | ||
| Q3 24 | -6.0% | 4.8% | ||
| Q2 24 | 2.0% | 8.3% | ||
| Q1 24 | 11.0% | 7.5% |
| Q4 25 | 0.4% | 5.4% | ||
| Q3 25 | 0.1% | 6.7% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.1% | 4.6% | ||
| Q4 24 | 0.2% | 7.0% | ||
| Q3 24 | 0.1% | 6.9% | ||
| Q2 24 | 0.5% | 5.7% | ||
| Q1 24 | 0.0% | 4.9% |
| Q4 25 | -0.14× | 2.43× | ||
| Q3 25 | 0.41× | 5.91× | ||
| Q2 25 | 0.31× | 2.08× | ||
| Q1 25 | 0.58× | 2.57× | ||
| Q4 24 | 0.78× | 2.74× | ||
| Q3 24 | -0.47× | 2.88× | ||
| Q2 24 | 0.19× | 2.73× | ||
| Q1 24 | 0.84× | 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
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 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% |
