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Norfolk Southern（NSC）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
Norfolk Southernの直近四半期売上が大きい（$3.0B vs $2.2B、Post Holdings, Inc.の約1.4倍）。Norfolk Southernの純利益率が高く（21.7% vs 4.5%、差は17.2%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -1.7%）。Norfolk Southernの直近四半期フリーキャッシュフローが多い（$334.0M 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 -0.5%）
ノーフォーク・サザン鉄道は米国東部で事業を展開する一等貨物鉄道会社で、本社はアトランタに所在する。1982年にノーフォーク・アンド・ウェスタン鉄道とサザン鉄道の合併で設立され、米国東部22州とコロンビア特別区で計約3万1250キロの路線を運営し、カナダ太平洋カンザスシティ鉄道のオルバニー・モントリオール間路線の使用権も保有している。
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。
NSC vs POST — 直接比較
損益計算書 — Q4 FY2025 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $3.0B | $2.2B |
| 純利益 | $644.0M | $96.8M |
| 粗利率 | — | 29.4% |
| 営業利益率 | 31.5% | 11.0% |
| 純利益率 | 21.7% | 4.5% |
| 売上前年比 | -1.7% | 10.1% |
| 純利益前年比 | -12.1% | -14.6% |
| EPS（希薄化後） | $2.87 | $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 | $3.0B | $2.2B | ||
| Q3 25 | $3.1B | $2.2B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $3.0B | $2.0B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $3.0B | $1.9B | ||
| Q1 24 | $3.0B | $2.0B |
| Q4 25 | $644.0M | $96.8M | ||
| Q3 25 | $711.0M | $51.0M | ||
| Q2 25 | $768.0M | $108.8M | ||
| Q1 25 | $750.0M | $62.6M | ||
| Q4 24 | $733.0M | $113.3M | ||
| Q3 24 | $1.1B | $81.6M | ||
| Q2 24 | $737.0M | $99.8M | ||
| Q1 24 | $53.0M | $97.2M |
| 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 24 | — | 29.0% |
| Q4 25 | 31.5% | 11.0% | ||
| Q3 25 | 35.4% | 7.5% | ||
| Q2 25 | 37.8% | 11.8% | ||
| Q1 25 | 38.3% | 9.3% | ||
| Q4 24 | 37.4% | 10.8% | ||
| Q3 24 | 52.3% | 9.5% | ||
| Q2 24 | 37.2% | 10.4% | ||
| Q1 24 | 7.1% | 9.5% |
| Q4 25 | 21.7% | 4.5% | ||
| Q3 25 | 22.9% | 2.3% | ||
| Q2 25 | 24.7% | 5.5% | ||
| Q1 25 | 25.1% | 3.2% | ||
| Q4 24 | 24.2% | 5.7% | ||
| Q3 24 | 36.0% | 4.1% | ||
| Q2 24 | 24.2% | 5.1% | ||
| Q1 24 | 1.8% | 4.9% |
| Q4 25 | $2.87 | $1.71 | ||
| Q3 25 | $3.16 | $0.91 | ||
| Q2 25 | $3.41 | $1.79 | ||
| Q1 25 | $3.31 | $1.03 | ||
| Q4 24 | $3.24 | $1.78 | ||
| Q3 24 | $4.85 | $1.28 | ||
| Q2 24 | $3.25 | $1.53 | ||
| Q1 24 | $0.23 | $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 | $1.5B | $279.3M |
| 総負債低いほど良い | $16.5B | $7.5B |
| 株主資本純資産 | $15.5B | $3.5B |
| 総資産 | $45.2B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.06× | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $279.3M | ||
| Q3 25 | $1.4B | $176.7M | ||
| Q2 25 | $1.3B | $1.1B | ||
| Q1 25 | $1.0B | $617.6M | ||
| Q4 24 | $1.6B | $872.9M | ||
| Q3 24 | $975.0M | $787.4M | ||
| Q2 24 | $659.0M | $333.8M | ||
| Q1 24 | $652.0M | $333.4M |
| Q4 25 | $16.5B | $7.5B | ||
| Q3 25 | $16.5B | $7.4B | ||
| Q2 25 | $16.5B | $7.3B | ||
| Q1 25 | $16.7B | $6.9B | ||
| Q4 24 | $16.7B | $6.9B | ||
| Q3 24 | $16.6B | $6.8B | ||
| Q2 24 | $16.9B | $6.4B | ||
| Q1 24 | $17.2B | $6.4B |
| Q4 25 | $15.5B | $3.5B | ||
| Q3 25 | $15.1B | $3.8B | ||
| Q2 25 | $14.8B | $4.0B | ||
| Q1 25 | $14.5B | $3.8B | ||
| Q4 24 | $14.3B | $3.9B | ||
| Q3 24 | $13.8B | $4.1B | ||
| Q2 24 | $13.0B | $3.9B | ||
| Q1 24 | $12.5B | $4.0B |
| Q4 25 | $45.2B | $13.0B | ||
| Q3 25 | $44.6B | $13.5B | ||
| Q2 25 | $44.2B | $13.4B | ||
| Q1 25 | $43.8B | $12.8B | ||
| Q4 24 | $43.7B | $12.8B | ||
| Q3 24 | $43.3B | $12.9B | ||
| Q2 24 | $42.6B | $12.1B | ||
| Q1 24 | $42.1B | $12.2B |
| Q4 25 | 1.06× | 2.16× | ||
| Q3 25 | 1.09× | 1.98× | ||
| Q2 25 | 1.11× | 1.84× | ||
| Q1 25 | 1.15× | 1.81× | ||
| Q4 24 | 1.16× | 1.79× | ||
| Q3 24 | 1.21× | 1.67× | ||
| Q2 24 | 1.30× | 1.62× | ||
| Q1 24 | 1.37× | 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 | $1.1B | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | $334.0M | $119.3M |
| FCFマージンFCF / 売上 | 11.2% | 5.5% |
| 設備投資強度設備投資 / 売上 | 24.5% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | 1.65× | 2.43× |
| 直近12ヶ月FCF直近4四半期 | $2.2B | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.1B | $235.7M | ||
| Q3 25 | $1.3B | $301.3M | ||
| Q2 25 | $1.1B | $225.9M | ||
| Q1 25 | $950.0M | $160.7M | ||
| Q4 24 | $951.0M | $310.4M | ||
| Q3 24 | $1.2B | $235.4M | ||
| Q2 24 | $1.0B | $272.3M | ||
| Q1 24 | $839.0M | $249.6M |
| Q4 25 | $334.0M | $119.3M | ||
| Q3 25 | $720.0M | $151.6M | ||
| Q2 25 | $602.0M | $94.9M | ||
| Q1 25 | $501.0M | $70.2M | ||
| Q4 24 | $276.0M | $171.4M | ||
| Q3 24 | $645.0M | $96.2M | ||
| Q2 24 | $468.0M | $161.5M | ||
| Q1 24 | $282.0M | $150.9M |
| Q4 25 | 11.2% | 5.5% | ||
| Q3 25 | 23.2% | 6.7% | ||
| Q2 25 | 19.4% | 4.8% | ||
| Q1 25 | 16.7% | 3.6% | ||
| Q4 24 | 9.1% | 8.7% | ||
| Q3 24 | 21.1% | 4.8% | ||
| Q2 24 | 15.4% | 8.3% | ||
| Q1 24 | 9.4% | 7.5% |
| Q4 25 | 24.5% | 5.4% | ||
| Q3 25 | 17.8% | 6.7% | ||
| Q2 25 | 15.3% | 6.6% | ||
| Q1 25 | 15.0% | 4.6% | ||
| Q4 24 | 22.3% | 7.0% | ||
| Q3 24 | 19.0% | 6.9% | ||
| Q2 24 | 18.7% | 5.7% | ||
| Q1 24 | 18.5% | 4.9% |
| Q4 25 | 1.65× | 2.43× | ||
| Q3 25 | 1.79× | 5.91× | ||
| Q2 25 | 1.40× | 2.08× | ||
| Q1 25 | 1.27× | 2.57× | ||
| Q4 24 | 1.30× | 2.74× | ||
| Q3 24 | 1.12× | 2.88× | ||
| Q2 24 | 1.41× | 2.73× | ||
| Q1 24 | 15.83× | 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
NSC
| Railway Operating Revenues Market Group Merchandise | $1.9B | 63% |
| Metals And Construction | $404.0M | 14% |
| Railway Operating Revenues Market Group Coal | $347.0M | 12% |
| Automotive | $293.0M | 10% |
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% |
