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Post Holdings, Inc.（POST）とRegions Financial Corporation（RF）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 $1.3B、Regions Financial Corporationの約1.7倍）。Regions Financial Corporationの純利益率が高く（41.7% vs 4.5%、差は37.2%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 4.1%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 4.0%）
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。
リージョンズ・ファイナンシャル・コーポレーションはアメリカの銀行持株会社で、アラバマ州バーミンガムに本社を置く。小売銀行、商業銀行、信託、株式仲介、住宅ローンの各サービスを提供し、子会社のリージョンズ銀行は米国南部・中西部15州に約1300の支店と2000台のATMを展開している。
POST vs RF — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.3B |
| 純利益 | $96.8M | $534.0M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | 55.3% |
| 純利益率 | 4.5% | 41.7% |
| 売上前年比 | 10.1% | 4.1% |
| 純利益前年比 | -14.6% | 0.0% |
| EPS（希薄化後） | $1.71 | $0.59 |
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 | $1.3B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
| Q4 25 | $96.8M | $534.0M | ||
| Q3 25 | $51.0M | $569.0M | ||
| Q2 25 | $108.8M | $563.0M | ||
| Q1 25 | $62.6M | $490.0M | ||
| Q4 24 | $113.3M | $534.0M | ||
| Q3 24 | $81.6M | $490.0M | ||
| Q2 24 | $99.8M | $501.0M | ||
| Q1 24 | $97.2M | $368.0M |
| 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 | 11.0% | 55.3% | ||
| Q3 25 | 7.5% | 56.3% | ||
| Q2 25 | 11.8% | 56.1% | ||
| Q1 25 | 9.3% | 52.0% | ||
| Q4 24 | 10.8% | 53.4% | ||
| Q3 24 | 9.5% | 49.9% | ||
| Q2 24 | 10.4% | 52.7% | ||
| Q1 24 | 9.5% | 39.2% |
| Q4 25 | 4.5% | 41.7% | ||
| Q3 25 | 2.3% | 45.3% | ||
| Q2 25 | 5.5% | 44.7% | ||
| Q1 25 | 3.2% | 41.0% | ||
| Q4 24 | 5.7% | 43.4% | ||
| Q3 24 | 4.1% | 40.2% | ||
| Q2 24 | 5.1% | 42.2% | ||
| Q1 24 | 4.9% | 31.1% |
| Q4 25 | $1.71 | $0.59 | ||
| Q3 25 | $0.91 | $0.61 | ||
| Q2 25 | $1.79 | $0.59 | ||
| Q1 25 | $1.03 | $0.51 | ||
| Q4 24 | $1.78 | $0.55 | ||
| Q3 24 | $1.28 | $0.49 | ||
| Q2 24 | $1.53 | $0.52 | ||
| Q1 24 | $1.48 | $0.37 |
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 | — |
| 総負債低いほど良い | $7.5B | $4.1B |
| 株主資本純資産 | $3.5B | $19.0B |
| 総資産 | $13.0B | $158.8B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.22× |
8四半期トレンド — 暦四半期で整列
| 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 24 | $333.4M | — |
| Q4 25 | $7.5B | $4.1B | ||
| Q3 25 | $7.4B | $4.8B | ||
| Q2 25 | $7.3B | $5.3B | ||
| Q1 25 | $6.9B | $6.0B | ||
| Q4 24 | $6.9B | $6.0B | ||
| Q3 24 | $6.8B | $6.0B | ||
| Q2 24 | $6.4B | $5.1B | ||
| Q1 24 | $6.4B | $3.3B |
| Q4 25 | $3.5B | $19.0B | ||
| Q3 25 | $3.8B | $19.0B | ||
| Q2 25 | $4.0B | $18.7B | ||
| Q1 25 | $3.8B | $18.5B | ||
| Q4 24 | $3.9B | $17.9B | ||
| Q3 24 | $4.1B | $18.7B | ||
| Q2 24 | $3.9B | $17.2B | ||
| Q1 24 | $4.0B | $17.0B |
| Q4 25 | $13.0B | $158.8B | ||
| Q3 25 | $13.5B | $159.9B | ||
| Q2 25 | $13.4B | $159.2B | ||
| Q1 25 | $12.8B | $159.8B | ||
| Q4 24 | $12.8B | $157.3B | ||
| Q3 24 | $12.9B | $157.4B | ||
| Q2 24 | $12.1B | $154.1B | ||
| Q1 24 | $12.2B | $154.9B |
| Q4 25 | 2.16× | 0.22× | ||
| Q3 25 | 1.98× | 0.25× | ||
| Q2 25 | 1.84× | 0.28× | ||
| Q1 25 | 1.81× | 0.32× | ||
| Q4 24 | 1.79× | 0.34× | ||
| Q3 24 | 1.67× | 0.32× | ||
| Q2 24 | 1.62× | 0.30× | ||
| Q1 24 | 1.61× | 0.20× |
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 | $-319.0M |
| 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 | 2.43× | -0.60× |
| 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
| Q4 25 | $235.7M | $-319.0M | ||
| Q3 25 | $301.3M | $861.0M | ||
| Q2 25 | $225.9M | $573.0M | ||
| Q1 25 | $160.7M | $1.1B | ||
| Q4 24 | $310.4M | $-220.0M | ||
| Q3 24 | $235.4M | $1.3B | ||
| Q2 24 | $272.3M | $161.0M | ||
| Q1 24 | $249.6M | $396.0M |
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | — | ||
| Q3 24 | $96.2M | — | ||
| Q2 24 | $161.5M | — | ||
| Q1 24 | $150.9M | — |
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 7.5% | — |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 4.9% | — |
| Q4 25 | 2.43× | -0.60× | ||
| Q3 25 | 5.91× | 1.51× | ||
| Q2 25 | 2.08× | 1.02× | ||
| Q1 25 | 2.57× | 2.18× | ||
| Q4 24 | 2.74× | -0.41× | ||
| Q3 24 | 2.88× | 2.57× | ||
| Q2 24 | 2.73× | 0.32× | ||
| Q1 24 | 2.57× | 1.08× |
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% |
RF
| Consumer Bank | $747.0M | 58% |
| Corporate Bank | $487.0M | 38% |
| Wealth Management | $47.0M | 4% |
