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Post Holdings, Inc.（POST）とRB GLOBAL INC.（RBA）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 $1.2B、RB GLOBAL INC.の約1.8倍）。RB GLOBAL INC.の純利益率が高く（9.1% vs 4.5%、差は4.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 5.4%）。RB GLOBAL INC.の直近四半期フリーキャッシュフローが多い（$186.5M vs $119.3M）。過去8四半期でRB GLOBAL INC.の売上複合成長率が高い（6.3% 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。
リッチーブラザーズオークショニア（証券コードRBA）はカナダに登記されている上場企業で、本社は米国イリノイ州ウェストチェスターに所在し、普通株式はトロント証券取引所とニューヨーク証券取引所の両方で取引されています。
POST vs RBA — 直接比較
売上が大きい
POST
1.8倍大きい
$1.2B
売上成長率が高い
POST
+4.7%の差
5.4%
純利益率が高い
RBA
純利益率が4.7%高い
4.5%
フリーキャッシュフローが多い
RBA
FCF $67.2M多い
$119.3M
2年売上CAGRが高い
RBA
2年複合成長率
4.3%
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.2B |
| 純利益 | $96.8M | $109.7M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | 14.7% |
| 純利益率 | 4.5% | 9.1% |
| 売上前年比 | 10.1% | 5.4% |
| 純利益前年比 | -14.6% | -7.4% |
| EPS（希薄化後） | $1.71 | $0.53 |
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
売上POSTRBA
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $981.8M | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $2.0B | $1.1B |
純利益POSTRBA
| Q4 25 | $96.8M | $109.7M | ||
| Q3 25 | $51.0M | $95.5M | ||
| Q2 25 | $108.8M | $109.8M | ||
| Q1 25 | $62.6M | $113.4M | ||
| Q4 24 | $113.3M | $118.5M | ||
| Q3 24 | $81.6M | $76.1M | ||
| Q2 24 | $99.8M | $111.1M | ||
| Q1 24 | $97.2M | $107.4M |
粗利率POSTRBA
| 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% | — |
営業利益率POSTRBA
| Q4 25 | 11.0% | 14.7% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | 11.8% | 15.9% | ||
| Q1 25 | 9.3% | 17.1% | ||
| Q4 24 | 10.8% | 18.1% | ||
| Q3 24 | 9.5% | 15.6% | ||
| Q2 24 | 10.4% | 18.4% | ||
| Q1 24 | 9.5% | 18.7% |
純利益率POSTRBA
| Q4 25 | 4.5% | 9.1% | ||
| Q3 25 | 2.3% | 8.7% | ||
| Q2 25 | 5.5% | 9.3% | ||
| Q1 25 | 3.2% | 10.2% | ||
| Q4 24 | 5.7% | 10.4% | ||
| Q3 24 | 4.1% | 7.8% | ||
| Q2 24 | 5.1% | 10.1% | ||
| Q1 24 | 4.9% | 10.1% |
EPS（希薄化後）POSTRBA
| Q4 25 | $1.71 | $0.53 | ||
| Q3 25 | $0.91 | $0.43 | ||
| Q2 25 | $1.79 | $0.53 | ||
| Q1 25 | $1.03 | $0.55 | ||
| Q4 24 | $1.78 | $0.58 | ||
| Q3 24 | $1.28 | $0.36 | ||
| Q2 24 | $1.53 | $0.54 | ||
| Q1 24 | $1.48 | $0.53 |
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 | $279.3M | $531.5M |
| 総負債低いほど良い | $7.5B | $2.3B |
| 株主資本純資産 | $3.5B | $5.6B |
| 総資産 | $13.0B | $12.1B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.42× |
8四半期トレンド — 暦四半期で整列
現金・短期投資POSTRBA
| Q4 25 | $279.3M | $531.5M | ||
| Q3 25 | $176.7M | $674.7M | ||
| Q2 25 | $1.1B | $710.2M | ||
| Q1 25 | $617.6M | $578.1M | ||
| Q4 24 | $872.9M | $533.9M | ||
| Q3 24 | $787.4M | $650.7M | ||
| Q2 24 | $333.8M | $599.5M | ||
| Q1 24 | $333.4M | $462.8M |
総負債POSTRBA
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.6B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $6.9B | $2.6B | ||
| Q4 24 | $6.9B | $2.6B | ||
| Q3 24 | $6.8B | $2.7B | ||
| Q2 24 | $6.4B | $2.8B | ||
| Q1 24 | $6.4B | $2.9B |
株主資本POSTRBA
| Q4 25 | $3.5B | $5.6B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $4.0B | $5.5B | ||
| Q1 25 | $3.8B | $5.3B | ||
| Q4 24 | $3.9B | $5.2B | ||
| Q3 24 | $4.1B | $5.2B | ||
| Q2 24 | $3.9B | $5.2B | ||
| Q1 24 | $4.0B | $5.1B |
総資産POSTRBA
| Q4 25 | $13.0B | $12.1B | ||
| Q3 25 | $13.5B | $12.2B | ||
| Q2 25 | $13.4B | $12.2B | ||
| Q1 25 | $12.8B | $11.9B | ||
| Q4 24 | $12.8B | $11.8B | ||
| Q3 24 | $12.9B | $11.9B | ||
| Q2 24 | $12.1B | $12.1B | ||
| Q1 24 | $12.2B | $12.0B |
負債/資本比率POSTRBA
| Q4 25 | 2.16× | 0.42× | ||
| Q3 25 | 1.98× | 0.47× | ||
| Q2 25 | 1.84× | 0.47× | ||
| Q1 25 | 1.81× | 0.50× | ||
| Q4 24 | 1.79× | 0.50× | ||
| Q3 24 | 1.67× | 0.52× | ||
| Q2 24 | 1.62× | 0.55× | ||
| Q1 24 | 1.61× | 0.58× |
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 | $255.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $186.5M |
| FCFマージンFCF / 売上 | 5.5% | 15.5% |
| 設備投資強度設備投資 / 売上 | 5.4% | 5.7% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 2.33× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $719.2M |
8四半期トレンド — 暦四半期で整列
営業キャッシュフローPOSTRBA
| Q4 25 | $235.7M | $255.2M | ||
| Q3 25 | $301.3M | $239.7M | ||
| Q2 25 | $225.9M | $326.5M | ||
| Q1 25 | $160.7M | $156.8M | ||
| Q4 24 | $310.4M | $184.5M | ||
| Q3 24 | $235.4M | $285.4M | ||
| Q2 24 | $272.3M | $337.3M | ||
| Q1 24 | $249.6M | $124.8M |
フリーキャッシュフローPOSTRBA
| Q4 25 | $119.3M | $186.5M | ||
| Q3 25 | $151.6M | $188.5M | ||
| Q2 25 | $94.9M | $241.7M | ||
| Q1 25 | $70.2M | $102.5M | ||
| Q4 24 | $171.4M | $127.9M | ||
| Q3 24 | $96.2M | $248.5M | ||
| Q2 24 | $161.5M | $308.6M | ||
| Q1 24 | $150.9M | $79.6M |
FCFマージンPOSTRBA
| Q4 25 | 5.5% | 15.5% | ||
| Q3 25 | 6.7% | 17.3% | ||
| Q2 25 | 4.8% | 20.4% | ||
| Q1 25 | 3.6% | 9.2% | ||
| Q4 24 | 8.7% | 11.2% | ||
| Q3 24 | 4.8% | 25.3% | ||
| Q2 24 | 8.3% | 28.2% | ||
| Q1 24 | 7.5% | 7.5% |
設備投資強度POSTRBA
| Q4 25 | 5.4% | 5.7% | ||
| Q3 25 | 6.7% | 4.7% | ||
| Q2 25 | 6.6% | 7.2% | ||
| Q1 25 | 4.6% | 4.9% | ||
| Q4 24 | 7.0% | 5.0% | ||
| Q3 24 | 6.9% | 3.8% | ||
| Q2 24 | 5.7% | 2.6% | ||
| Q1 24 | 4.9% | 4.2% |
キャッシュ転換率POSTRBA
| Q4 25 | 2.43× | 2.33× | ||
| Q3 25 | 5.91× | 2.51× | ||
| Q2 25 | 2.08× | 2.97× | ||
| Q1 25 | 2.57× | 1.38× | ||
| Q4 24 | 2.74× | 1.56× | ||
| Q3 24 | 2.88× | 3.75× | ||
| Q2 24 | 2.73× | 3.04× | ||
| Q1 24 | 2.57× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
