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Post Holdings, Inc.（POST）とPrimoris Services Corp（PRIM）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 $1.9B、Primoris Services Corpの約1.2倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 2.8%、差は1.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 6.7%）。Primoris Services Corpの直近四半期フリーキャッシュフローが多い（$121.1M vs $119.3M）。過去8四半期でPrimoris Services Corpの売上複合成長率が高い（14.7% vs 4.3%）
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。
Primoris Services Corporationは米国に本社を置く上場の専門建設・インフラ企業で、天然ガスパイプライン、上下水道管路事業を主力としています。2014年にはフォーチュン1000にランクインしており、北米のエネルギー・生活インフラ分野で豊富な実績を有しています。
POST vs PRIM — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.9B |
| 純利益 | $96.8M | $51.7M |
| 粗利率 | 29.4% | 9.4% |
| 営業利益率 | 11.0% | 4.2% |
| 純利益率 | 4.5% | 2.8% |
| 売上前年比 | 10.1% | 6.7% |
| 純利益前年比 | -14.6% | -4.2% |
| EPS（希薄化後） | $1.71 | $0.94 |
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 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $2.0B | $1.4B |
| Q4 25 | $96.8M | $51.7M | ||
| Q3 25 | $51.0M | $94.6M | ||
| Q2 25 | $108.8M | $84.3M | ||
| Q1 25 | $62.6M | $44.2M | ||
| Q4 24 | $113.3M | $54.0M | ||
| Q3 24 | $81.6M | $58.4M | ||
| Q2 24 | $99.8M | $49.5M | ||
| Q1 24 | $97.2M | $18.9M |
| Q4 25 | 29.4% | 9.4% | ||
| Q3 25 | 26.8% | 10.8% | ||
| Q2 25 | 30.0% | 12.3% | ||
| Q1 25 | 28.0% | 10.4% | ||
| Q4 24 | 30.1% | 10.6% | ||
| Q3 24 | 28.6% | 12.0% | ||
| Q2 24 | 29.6% | 11.9% | ||
| Q1 24 | 29.0% | 9.4% |
| Q4 25 | 11.0% | 4.2% | ||
| Q3 25 | 7.5% | 6.3% | ||
| Q2 25 | 11.8% | 6.7% | ||
| Q1 25 | 9.3% | 4.3% | ||
| Q4 24 | 10.8% | 5.0% | ||
| Q3 24 | 9.5% | 6.0% | ||
| Q2 24 | 10.4% | 5.5% | ||
| Q1 24 | 9.5% | 3.1% |
| Q4 25 | 4.5% | 2.8% | ||
| Q3 25 | 2.3% | 4.3% | ||
| Q2 25 | 5.5% | 4.5% | ||
| Q1 25 | 3.2% | 2.7% | ||
| Q4 24 | 5.7% | 3.1% | ||
| Q3 24 | 4.1% | 3.5% | ||
| Q2 24 | 5.1% | 3.2% | ||
| Q1 24 | 4.9% | 1.3% |
| Q4 25 | $1.71 | $0.94 | ||
| Q3 25 | $0.91 | $1.73 | ||
| Q2 25 | $1.79 | $1.54 | ||
| Q1 25 | $1.03 | $0.81 | ||
| Q4 24 | $1.78 | $0.98 | ||
| Q3 24 | $1.28 | $1.07 | ||
| Q2 24 | $1.53 | $0.91 | ||
| Q1 24 | $1.48 | $0.35 |
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 | $535.5M |
| 総負債低いほど良い | $7.5B | $469.9M |
| 株主資本純資産 | $3.5B | $1.7B |
| 総資産 | $13.0B | $4.4B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.28× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $279.3M | $535.5M | ||
| Q3 25 | $176.7M | $431.4M | ||
| Q2 25 | $1.1B | $390.3M | ||
| Q1 25 | $617.6M | $351.6M | ||
| Q4 24 | $872.9M | $455.8M | ||
| Q3 24 | $787.4M | $352.7M | ||
| Q2 24 | $333.8M | $207.4M | ||
| Q1 24 | $333.4M | $177.6M |
| Q4 25 | $7.5B | $469.9M | ||
| Q3 25 | $7.4B | $486.0M | ||
| Q2 25 | $7.3B | $603.1M | ||
| Q1 25 | $6.9B | $612.0M | ||
| Q4 24 | $6.9B | $734.8M | ||
| Q3 24 | $6.8B | $903.7M | ||
| Q2 24 | $6.4B | $933.0M | ||
| Q1 24 | $6.4B | $951.7M |
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $4.0B | $1.5B | ||
| Q1 25 | $3.8B | $1.4B | ||
| Q4 24 | $3.9B | $1.4B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.0B | $1.2B |
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.5B | $4.6B | ||
| Q2 25 | $13.4B | $4.5B | ||
| Q1 25 | $12.8B | $4.2B | ||
| Q4 24 | $12.8B | $4.2B | ||
| Q3 24 | $12.9B | $4.2B | ||
| Q2 24 | $12.1B | $4.0B | ||
| Q1 24 | $12.2B | $4.0B |
| Q4 25 | 2.16× | 0.28× | ||
| Q3 25 | 1.98× | 0.30× | ||
| Q2 25 | 1.84× | 0.39× | ||
| Q1 25 | 1.81× | 0.42× | ||
| Q4 24 | 1.79× | 0.52× | ||
| Q3 24 | 1.67× | 0.67× | ||
| Q2 24 | 1.62× | 0.72× | ||
| Q1 24 | 1.61× | 0.76× |
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 | $235.7M | $142.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $121.1M |
| FCFマージンFCF / 売上 | 5.5% | 6.5% |
| 設備投資強度設備投資 / 売上 | 5.4% | 1.2% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 2.76× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $340.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $235.7M | $142.9M | ||
| Q3 25 | $301.3M | $182.9M | ||
| Q2 25 | $225.9M | $78.5M | ||
| Q1 25 | $160.7M | $66.2M | ||
| Q4 24 | $310.4M | $298.3M | ||
| Q3 24 | $235.4M | $222.5M | ||
| Q2 24 | $272.3M | $16.1M | ||
| Q1 24 | $249.6M | $-28.5M |
| Q4 25 | $119.3M | $121.1M | ||
| Q3 25 | $151.6M | $148.4M | ||
| Q2 25 | $94.9M | $45.3M | ||
| Q1 25 | $70.2M | $25.6M | ||
| Q4 24 | $171.4M | $270.0M | ||
| Q3 24 | $96.2M | $158.8M | ||
| Q2 24 | $161.5M | $-8.1M | ||
| Q1 24 | $150.9M | $-38.9M |
| Q4 25 | 5.5% | 6.5% | ||
| Q3 25 | 6.7% | 6.8% | ||
| Q2 25 | 4.8% | 2.4% | ||
| Q1 25 | 3.6% | 1.6% | ||
| Q4 24 | 8.7% | 15.5% | ||
| Q3 24 | 4.8% | 9.6% | ||
| Q2 24 | 8.3% | -0.5% | ||
| Q1 24 | 7.5% | -2.8% |
| Q4 25 | 5.4% | 1.2% | ||
| Q3 25 | 6.7% | 1.6% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 4.6% | 2.5% | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.9% | 3.9% | ||
| Q2 24 | 5.7% | 1.5% | ||
| Q1 24 | 4.9% | 0.7% |
| Q4 25 | 2.43× | 2.76× | ||
| Q3 25 | 5.91× | 1.93× | ||
| Q2 25 | 2.08× | 0.93× | ||
| Q1 25 | 2.57× | 1.50× | ||
| Q4 24 | 2.74× | 5.53× | ||
| Q3 24 | 2.88× | 3.81× | ||
| Q2 24 | 2.73× | 0.32× | ||
| Q1 24 | 2.57× | -1.50× |
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
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% |
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
