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アルトリア（MO）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
アルトリアの直近四半期売上が大きい（$5.8B vs $2.2B、Post Holdings, Inc.の約2.7倍）。アルトリアの純利益率が高く（19.1% vs 4.5%、差は14.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -2.1%）。アルトリアの直近四半期フリーキャッシュフローが多い（$3.2B vs $119.3M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 2.4%）
アルトリアグループは米国の大手たばこ企業で、子会社を通じて喫煙用および経口たばこ製品を製造・販売している。主力ブランドはマルボロ（たばこ）、Black & Mild（葉巻・パイプたばこ）、コペンハーゲン、スコールなどの湿潤無煙たばこ、on!（経口ニコチンパウチ）で、主に卸売業者や大手小売業者に販売している。
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。
MO vs POST — 直接比較
損益計算書 — Q4 2025 vs Q1 2026
| 指標 | | |
|---|---|---|
| 売上 | $5.8B | $2.2B |
| 純利益 | $1.1B | $96.8M |
| 粗利率 | 62.1% | 29.4% |
| 営業利益率 | 28.2% | 11.0% |
| 純利益率 | 19.1% | 4.5% |
| 売上前年比 | -2.1% | 10.1% |
| 純利益前年比 | -63.2% | -14.6% |
| EPS（希薄化後） | $0.67 | $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 | $5.8B | $2.2B | ||
| Q3 25 | $6.1B | $2.2B | ||
| Q2 25 | $6.1B | $2.0B | ||
| Q1 25 | $5.3B | $2.0B | ||
| Q4 24 | $6.0B | $2.0B | ||
| Q3 24 | $6.3B | $2.0B | ||
| Q2 24 | $6.2B | $1.9B | ||
| Q1 24 | $5.6B | $2.0B |
| Q4 25 | $1.1B | $96.8M | ||
| Q3 25 | $2.4B | $51.0M | ||
| Q2 25 | $2.4B | $108.8M | ||
| Q1 25 | $1.1B | $62.6M | ||
| Q4 24 | $3.0B | $113.3M | ||
| Q3 24 | $2.3B | $81.6M | ||
| Q2 24 | $3.8B | $99.8M | ||
| Q1 24 | $2.1B | $97.2M |
| Q4 25 | 62.1% | 29.4% | ||
| Q3 25 | 62.8% | 26.8% | ||
| Q2 25 | 63.1% | 30.0% | ||
| Q1 25 | 61.8% | 28.0% | ||
| Q4 24 | 60.3% | 30.1% | ||
| Q3 24 | 60.8% | 28.6% | ||
| Q2 24 | 59.2% | 29.6% | ||
| Q1 24 | 58.8% | 29.0% |
| Q4 25 | 28.2% | 11.0% | ||
| Q3 25 | 53.2% | 7.5% | ||
| Q2 25 | 52.9% | 11.8% | ||
| Q1 25 | 34.0% | 9.3% | ||
| Q4 24 | 48.2% | 10.8% | ||
| Q3 24 | 50.4% | 9.5% | ||
| Q2 24 | 40.8% | 10.4% | ||
| Q1 24 | 48.0% | 9.5% |
| Q4 25 | 19.1% | 4.5% | ||
| Q3 25 | 39.1% | 2.3% | ||
| Q2 25 | 39.0% | 5.5% | ||
| Q1 25 | 20.5% | 3.2% | ||
| Q4 24 | 50.9% | 5.7% | ||
| Q3 24 | 36.6% | 4.1% | ||
| Q2 24 | 61.2% | 5.1% | ||
| Q1 24 | 38.2% | 4.9% |
| Q4 25 | $0.67 | $1.71 | ||
| Q3 25 | $1.41 | $0.91 | ||
| Q2 25 | $1.41 | $1.79 | ||
| Q1 25 | $0.63 | $1.03 | ||
| Q4 24 | $1.78 | $1.78 | ||
| Q3 24 | $1.34 | $1.28 | ||
| Q2 24 | $2.21 | $1.53 | ||
| Q1 24 | $1.21 | $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 | $4.5B | $279.3M |
| 総負債低いほど良い | $25.7B | $7.5B |
| 株主資本純資産 | $-3.5B | $3.5B |
| 総資産 | $35.0B | $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 | $4.5B | $279.3M | ||
| Q3 25 | $3.5B | $176.7M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $4.7B | $617.6M | ||
| Q4 24 | $3.1B | $872.9M | ||
| Q3 24 | $1.9B | $787.4M | ||
| Q2 24 | $1.8B | $333.8M | ||
| Q1 24 | $3.6B | $333.4M |
| Q4 25 | $25.7B | $7.5B | ||
| Q3 25 | $25.7B | $7.4B | ||
| Q2 25 | $24.7B | $7.3B | ||
| Q1 25 | $26.1B | $6.9B | ||
| Q4 24 | $24.9B | $6.9B | ||
| Q3 24 | $25.2B | $6.8B | ||
| Q2 24 | $25.0B | $6.4B | ||
| Q1 24 | $25.0B | $6.4B |
| Q4 25 | $-3.5B | $3.5B | ||
| Q3 25 | $-2.6B | $3.8B | ||
| Q2 25 | $-3.3B | $4.0B | ||
| Q1 25 | $-3.5B | $3.8B | ||
| Q4 24 | $-2.2B | $3.9B | ||
| Q3 24 | $-3.5B | $4.1B | ||
| Q2 24 | $-3.0B | $3.9B | ||
| Q1 24 | $-5.1B | $4.0B |
| Q4 25 | $35.0B | $13.0B | ||
| Q3 25 | $35.0B | $13.5B | ||
| Q2 25 | $32.3B | $13.4B | ||
| Q1 25 | $35.8B | $12.8B | ||
| Q4 24 | $35.2B | $12.8B | ||
| Q3 24 | $34.2B | $12.9B | ||
| Q2 24 | $34.4B | $12.1B | ||
| Q1 24 | $36.5B | $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 | $3.3B | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $3.2B | $119.3M |
| FCFマージンFCF / 売上 | 54.4% | 5.5% |
| 設備投資強度設備投資 / 売上 | 1.6% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 2.93× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $9.1B | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $3.3B | $235.7M | ||
| Q3 25 | $3.1B | $301.3M | ||
| Q2 25 | $205.0M | $225.9M | ||
| Q1 25 | $2.7B | $160.7M | ||
| Q4 24 | $3.3B | $310.4M | ||
| Q3 24 | $2.6B | $235.4M | ||
| Q2 24 | $-75.0M | $272.3M | ||
| Q1 24 | $2.9B | $249.6M |
| Q4 25 | $3.2B | $119.3M | ||
| Q3 25 | $3.0B | $151.6M | ||
| Q2 25 | $173.0M | $94.9M | ||
| Q1 25 | $2.7B | $70.2M | ||
| Q4 24 | $3.3B | $171.4M | ||
| Q3 24 | $2.6B | $96.2M | ||
| Q2 24 | $-104.0M | $161.5M | ||
| Q1 24 | $2.8B | $150.9M |
| Q4 25 | 54.4% | 5.5% | ||
| Q3 25 | 50.1% | 6.7% | ||
| Q2 25 | 2.8% | 4.8% | ||
| Q1 25 | 51.0% | 3.6% | ||
| Q4 24 | 55.1% | 8.7% | ||
| Q3 24 | 41.2% | 4.8% | ||
| Q2 24 | -1.7% | 8.3% | ||
| Q1 24 | 51.0% | 7.5% |
| Q4 25 | 1.6% | 5.4% | ||
| Q3 25 | 0.9% | 6.7% | ||
| Q2 25 | 0.5% | 6.6% | ||
| Q1 25 | 0.7% | 4.6% | ||
| Q4 24 | 0.8% | 7.0% | ||
| Q3 24 | 0.5% | 6.9% | ||
| Q2 24 | 0.5% | 5.7% | ||
| Q1 24 | 0.6% | 4.9% |
| Q4 25 | 2.93× | 2.43× | ||
| Q3 25 | 1.30× | 5.91× | ||
| Q2 25 | 0.09× | 2.08× | ||
| Q1 25 | 2.53× | 2.57× | ||
| Q4 24 | 1.10× | 2.74× | ||
| Q3 24 | 1.14× | 2.88× | ||
| Q2 24 | -0.02× | 2.73× | ||
| Q1 24 | 1.35× | 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
MO
| Smokeable Products Segment | $5.1B | 88% |
| Oral Tobacco Segment | $706.0M | 12% |
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% |
