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MAXIMUS, INC.（MMS）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 $1.3B、MAXIMUS, INC.の約1.6倍）。MAXIMUS, INC.の純利益率が高く（7.0% vs 4.5%、差は2.5%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -4.1%）。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 $-250.7M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -0.1%）
MAXIMUS社は米国の政府向けサービス企業で、米国、カナダ、英国などで事業を展開している。メディケイド、メディケア、医療改革、就労支援、学生ローン管理など各種政府プログラムに管理業務や関連サービスを提供する。本社はバージニア州タイソンズに所在し、従業員数3万9600人、2024会計年度の売上高は53億米ドルである。
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。
MMS vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.3B | $2.2B |
| 純利益 | $93.9M | $96.8M |
| 粗利率 | 23.7% | 29.4% |
| 営業利益率 | 10.9% | 11.0% |
| 純利益率 | 7.0% | 4.5% |
| 売上前年比 | -4.1% | 10.1% |
| 純利益前年比 | 128.0% | -14.6% |
| EPS（希薄化後） | $1.70 | $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 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.4B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B | ||
| Q1 24 | $1.3B | $2.0B |
| Q4 25 | $93.9M | $96.8M | ||
| Q3 25 | $75.3M | $51.0M | ||
| Q2 25 | $106.0M | $108.8M | ||
| Q1 25 | $96.6M | $62.6M | ||
| Q4 24 | $41.2M | $113.3M | ||
| Q3 24 | $72.5M | $81.6M | ||
| Q2 24 | $89.8M | $99.8M | ||
| Q1 24 | $80.5M | $97.2M |
| Q4 25 | 23.7% | 29.4% | ||
| Q3 25 | 25.3% | 26.8% | ||
| Q2 25 | 26.7% | 30.0% | ||
| Q1 25 | 24.9% | 28.0% | ||
| Q4 24 | 21.5% | 30.1% | ||
| Q3 24 | 22.9% | 28.6% | ||
| Q2 24 | 25.3% | 29.6% | ||
| Q1 24 | 23.6% | 29.0% |
| Q4 25 | 10.9% | 11.0% | ||
| Q3 25 | 9.3% | 7.5% | ||
| Q2 25 | 12.3% | 11.8% | ||
| Q1 25 | 11.2% | 9.3% | ||
| Q4 24 | 6.2% | 10.8% | ||
| Q3 24 | 8.5% | 9.5% | ||
| Q2 24 | 10.8% | 10.4% | ||
| Q1 24 | 9.5% | 9.5% |
| Q4 25 | 7.0% | 4.5% | ||
| Q3 25 | 5.7% | 2.3% | ||
| Q2 25 | 7.9% | 5.5% | ||
| Q1 25 | 7.1% | 3.2% | ||
| Q4 24 | 2.9% | 5.7% | ||
| Q3 24 | 5.5% | 4.1% | ||
| Q2 24 | 6.8% | 5.1% | ||
| Q1 24 | 6.0% | 4.9% |
| Q4 25 | $1.70 | $1.71 | ||
| Q3 25 | $1.27 | $0.91 | ||
| Q2 25 | $1.86 | $1.79 | ||
| Q1 25 | $1.69 | $1.03 | ||
| Q4 24 | $0.69 | $1.78 | ||
| Q3 24 | $1.18 | $1.28 | ||
| Q2 24 | $1.46 | $1.53 | ||
| Q1 24 | $1.31 | $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 | $137.6M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $1.7B | $3.5B |
| 総資産 | $4.2B | $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 | $137.6M | $279.3M | ||
| Q3 25 | $222.4M | $176.7M | ||
| Q2 25 | $59.8M | $1.1B | ||
| Q1 25 | $108.1M | $617.6M | ||
| Q4 24 | $72.7M | $872.9M | ||
| Q3 24 | $183.1M | $787.4M | ||
| Q2 24 | $102.8M | $333.8M | ||
| Q1 24 | $77.4M | $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 | $1.7B | $3.5B | ||
| Q3 25 | $1.7B | $3.8B | ||
| Q2 25 | $1.8B | $4.0B | ||
| Q1 25 | $1.7B | $3.8B | ||
| Q4 24 | $1.6B | $3.9B | ||
| Q3 24 | $1.8B | $4.1B | ||
| Q2 24 | $1.8B | $3.9B | ||
| Q1 24 | $1.8B | $4.0B |
| Q4 25 | $4.2B | $13.0B | ||
| Q3 25 | $4.1B | $13.5B | ||
| Q2 25 | $4.5B | $13.4B | ||
| Q1 25 | $4.2B | $12.8B | ||
| Q4 24 | $4.1B | $12.8B | ||
| Q3 24 | $4.1B | $12.9B | ||
| Q2 24 | $4.0B | $12.1B | ||
| Q1 24 | $4.0B | $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 | $-244.4M | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $-250.7M | $119.3M |
| FCFマージンFCF / 売上 | -18.6% | 5.5% |
| 設備投資強度設備投資 / 売上 | 0.5% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | -2.60× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $218.5M | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $-244.4M | $235.7M | ||
| Q3 25 | $649.4M | $301.3M | ||
| Q2 25 | $-182.7M | $225.9M | ||
| Q1 25 | $42.7M | $160.7M | ||
| Q4 24 | $-80.0M | $310.4M | ||
| Q3 24 | $163.8M | $235.4M | ||
| Q2 24 | $199.3M | $272.3M | ||
| Q1 24 | $130.5M | $249.6M |
| Q4 25 | $-250.7M | $119.3M | ||
| Q3 25 | $641.8M | $151.6M | ||
| Q2 25 | $-198.2M | $94.9M | ||
| Q1 25 | $25.5M | $70.2M | ||
| Q4 24 | $-103.0M | $171.4M | ||
| Q3 24 | $131.9M | $96.2M | ||
| Q2 24 | $164.6M | $161.5M | ||
| Q1 24 | $105.2M | $150.9M |
| Q4 25 | -18.6% | 5.5% | ||
| Q3 25 | 48.7% | 6.7% | ||
| Q2 25 | -14.7% | 4.8% | ||
| Q1 25 | 1.9% | 3.6% | ||
| Q4 24 | -7.3% | 8.7% | ||
| Q3 24 | 10.0% | 4.8% | ||
| Q2 24 | 12.5% | 8.3% | ||
| Q1 24 | 7.8% | 7.5% |
| Q4 25 | 0.5% | 5.4% | ||
| Q3 25 | 0.6% | 6.7% | ||
| Q2 25 | 1.1% | 6.6% | ||
| Q1 25 | 1.3% | 4.6% | ||
| Q4 24 | 1.6% | 7.0% | ||
| Q3 24 | 2.4% | 6.9% | ||
| Q2 24 | 2.6% | 5.7% | ||
| Q1 24 | 1.9% | 4.9% |
| Q4 25 | -2.60× | 2.43× | ||
| Q3 25 | 8.63× | 5.91× | ||
| Q2 25 | -1.72× | 2.08× | ||
| Q1 25 | 0.44× | 2.57× | ||
| Q4 24 | -1.94× | 2.74× | ||
| Q3 24 | 2.26× | 2.88× | ||
| Q2 24 | 2.22× | 2.73× | ||
| Q1 24 | 1.62× | 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
MMS
| Clinical Services | $523.7M | 39% |
| Cost Plus Contracts | $386.4M | 29% |
| Outside The United States | $143.2M | 11% |
| International Government Agencies | $141.0M | 10% |
| Technology Solutions | $74.8M | 6% |
| Employment And Other | $70.2M | 5% |
| Other Including Local Municipalities And Commercial Customers | $17.6M | 1% |
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% |
