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Pool Corporation（POOL）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、Pool Corporationの約1.9倍）。Pool Corporationの純利益率が高く（4.7% vs 4.5%、差は0.2%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 6.2%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -19.8%）
プール・コーポレーション（事業名POOLCORP）は世界最大のスイミングプール向け消耗品・設備・機械の販売代理店です。デラウェア州に設立されルイジアナ州カヴィントンに本社を置き、北米・欧州・オーストラリアに439の営業拠点を展開し約12万5千社の顧客に対応、収入の半分以上は米国南部温暖州市場から得ています。
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。
POOL vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.1B | $2.2B |
| 純利益 | $53.2M | $96.8M |
| 粗利率 | 29.0% | 29.4% |
| 営業利益率 | 7.3% | 11.0% |
| 純利益率 | 4.7% | 4.5% |
| 売上前年比 | 6.2% | 10.1% |
| 純利益前年比 | -0.6% | -14.6% |
| EPS（希薄化後） | $1.45 | $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 | $1.1B | — | ||
| Q4 25 | $982.2M | $2.2B | ||
| Q3 25 | $1.5B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.1B | $2.0B | ||
| Q4 24 | $987.5M | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.8B | $1.9B |
| Q1 26 | $53.2M | — | ||
| Q4 25 | $31.6M | $96.8M | ||
| Q3 25 | $127.0M | $51.0M | ||
| Q2 25 | $194.3M | $108.8M | ||
| Q1 25 | $53.5M | $62.6M | ||
| Q4 24 | $37.3M | $113.3M | ||
| Q3 24 | $125.7M | $81.6M | ||
| Q2 24 | $192.4M | $99.8M |
| Q1 26 | 29.0% | — | ||
| Q4 25 | 30.1% | 29.4% | ||
| Q3 25 | 29.6% | 26.8% | ||
| Q2 25 | 30.0% | 30.0% | ||
| Q1 25 | 29.2% | 28.0% | ||
| Q4 24 | 29.4% | 30.1% | ||
| Q3 24 | 29.1% | 28.6% | ||
| Q2 24 | 30.0% | 29.6% |
| Q1 26 | 7.3% | — | ||
| Q4 25 | 5.3% | 11.0% | ||
| Q3 25 | 12.3% | 7.5% | ||
| Q2 25 | 15.3% | 11.8% | ||
| Q1 25 | 7.2% | 9.3% | ||
| Q4 24 | 6.1% | 10.8% | ||
| Q3 24 | 12.3% | 9.5% | ||
| Q2 24 | 15.3% | 10.4% |
| Q1 26 | 4.7% | — | ||
| Q4 25 | 3.2% | 4.5% | ||
| Q3 25 | 8.8% | 2.3% | ||
| Q2 25 | 10.9% | 5.5% | ||
| Q1 25 | 5.0% | 3.2% | ||
| Q4 24 | 3.8% | 5.7% | ||
| Q3 24 | 8.8% | 4.1% | ||
| Q2 24 | 10.9% | 5.1% |
| Q1 26 | $1.45 | — | ||
| Q4 25 | $0.86 | $1.71 | ||
| Q3 25 | $3.40 | $0.91 | ||
| Q2 25 | $5.17 | $1.79 | ||
| Q1 25 | $1.42 | $1.03 | ||
| Q4 24 | $1.00 | $1.78 | ||
| Q3 24 | $3.27 | $1.28 | ||
| Q2 24 | $4.99 | $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 | $64.5M | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | — | $3.5B |
| 総資産 | $4.0B | $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
| Q1 26 | $64.5M | — | ||
| 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 26 | — | — | ||
| Q4 25 | — | $7.5B | ||
| Q3 25 | $1.0B | $7.4B | ||
| Q2 25 | $1.2B | $7.3B | ||
| Q1 25 | $968.0M | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | $879.1M | $6.8B | ||
| Q2 24 | $1.1B | $6.4B |
| Q1 26 | — | — | ||
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.4B | $3.8B | ||
| Q2 25 | $1.3B | $4.0B | ||
| Q1 25 | $1.2B | $3.8B | ||
| Q4 24 | $1.3B | $3.9B | ||
| Q3 24 | $1.4B | $4.1B | ||
| Q2 24 | $1.4B | $3.9B |
| Q1 26 | $4.0B | — | ||
| Q4 25 | $3.6B | $13.0B | ||
| Q3 25 | $3.5B | $13.5B | ||
| Q2 25 | $3.7B | $13.4B | ||
| Q1 25 | $3.7B | $12.8B | ||
| Q4 24 | $3.4B | $12.8B | ||
| Q3 24 | $3.4B | $12.9B | ||
| Q2 24 | $3.6B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | 2.16× | ||
| Q3 25 | 0.76× | 1.98× | ||
| Q2 25 | 0.93× | 1.84× | ||
| Q1 25 | 0.78× | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | 0.61× | 1.67× | ||
| Q2 24 | 0.75× | 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 | $25.7M | $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 | 0.48× | 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 | $25.7M | — | ||
| Q4 25 | $80.1M | $235.7M | ||
| Q3 25 | $287.3M | $301.3M | ||
| Q2 25 | $-28.8M | $225.9M | ||
| Q1 25 | $27.2M | $160.7M | ||
| Q4 24 | $170.6M | $310.4M | ||
| Q3 24 | $316.5M | $235.4M | ||
| Q2 24 | $26.7M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $71.9M | $119.3M | ||
| Q3 25 | $266.6M | $151.6M | ||
| Q2 25 | $-42.9M | $94.9M | ||
| Q1 25 | $13.9M | $70.2M | ||
| Q4 24 | $157.0M | $171.4M | ||
| Q3 24 | $305.5M | $96.2M | ||
| Q2 24 | $8.8M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | 7.3% | 5.5% | ||
| Q3 25 | 18.4% | 6.7% | ||
| Q2 25 | -2.4% | 4.8% | ||
| Q1 25 | 1.3% | 3.6% | ||
| Q4 24 | 15.9% | 8.7% | ||
| Q3 24 | 21.3% | 4.8% | ||
| Q2 24 | 0.5% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.4% | ||
| Q3 25 | 1.4% | 6.7% | ||
| Q2 25 | 0.8% | 6.6% | ||
| Q1 25 | 1.2% | 4.6% | ||
| Q4 24 | 1.4% | 7.0% | ||
| Q3 24 | 0.8% | 6.9% | ||
| Q2 24 | 1.0% | 5.7% |
| Q1 26 | 0.48× | — | ||
| Q4 25 | 2.54× | 2.43× | ||
| Q3 25 | 2.26× | 5.91× | ||
| Q2 25 | -0.15× | 2.08× | ||
| Q1 25 | 0.51× | 2.57× | ||
| Q4 24 | 4.57× | 2.74× | ||
| Q3 24 | 2.52× | 2.88× | ||
| Q2 24 | 0.14× | 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
POOL
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% |
