vs
Post Holdings, Inc.（POST）とRaymond James Financial（RJF）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
Raymond James Financialの直近四半期売上が大きい（$3.9B vs $2.2B、Post Holdings, Inc.の約1.8倍）。Raymond James Financialの純利益率が高く（14.1% vs 4.5%、差は9.6%）。Raymond James Financialの前年同期比売上増加率が高い（13.0% vs 10.1%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 1.3%）
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。
レイモンド・ジェームズ・フィナンシャルは米国の多国籍独立系投資銀行・金融サービス企業です。子会社を通じて個人、企業、自治体に各種金融サービスを提供し、主力事業は投資・財務計画、投資銀行業務、資産運用で、本社はフロリダ州セントピーターズバーグにあります。
POST vs RJF — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $3.9B |
| 純利益 | $96.8M | $544.0M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | — |
| 純利益率 | 4.5% | 14.1% |
| 売上前年比 | 10.1% | 13.0% |
| 純利益前年比 | -14.6% | 10.0% |
| EPS（希薄化後） | $1.71 | $2.83 |
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 | — | $3.9B | ||
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.2B | $4.2B | ||
| Q2 25 | $2.0B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.9B | $3.8B |
| Q1 26 | — | $544.0M | ||
| Q4 25 | $96.8M | $563.0M | ||
| Q3 25 | $51.0M | $604.0M | ||
| Q2 25 | $108.8M | $436.0M | ||
| Q1 25 | $62.6M | $495.0M | ||
| Q4 24 | $113.3M | $600.0M | ||
| Q3 24 | $81.6M | $602.0M | ||
| Q2 24 | $99.8M | $492.0M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | 14.7% | ||
| Q1 25 | 9.3% | 17.5% | ||
| Q4 24 | 10.8% | 18.6% | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | 17.1% |
| Q1 26 | — | 14.1% | ||
| Q4 25 | 4.5% | 13.5% | ||
| Q3 25 | 2.3% | 14.4% | ||
| Q2 25 | 5.5% | 11.3% | ||
| Q1 25 | 3.2% | 12.9% | ||
| Q4 24 | 5.7% | 14.9% | ||
| Q3 24 | 4.1% | 15.0% | ||
| Q2 24 | 5.1% | 13.1% |
| Q1 26 | — | $2.83 | ||
| Q4 25 | $1.71 | $2.79 | ||
| Q3 25 | $0.91 | $2.96 | ||
| Q2 25 | $1.79 | $2.12 | ||
| Q1 25 | $1.03 | $2.36 | ||
| Q4 24 | $1.78 | $2.86 | ||
| Q3 24 | $1.28 | $2.85 | ||
| Q2 24 | $1.53 | $2.31 |
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 | $5.4B |
| 総負債低いほど良い | $7.5B | — |
| 株主資本純資産 | $3.5B | $52.0M |
| 総資産 | $13.0B | $91.9B |
| 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 | — | $5.4B | ||
| Q4 25 | $279.3M | $9.9B | ||
| Q3 25 | $176.7M | $11.4B | ||
| Q2 25 | $1.1B | $9.2B | ||
| Q1 25 | $617.6M | $9.7B | ||
| Q4 24 | $872.9M | $10.0B | ||
| Q3 24 | $787.4M | $11.0B | ||
| Q2 24 | $333.8M | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
| Q1 26 | — | $52.0M | ||
| Q4 25 | $3.5B | $12.6B | ||
| Q3 25 | $3.8B | $12.5B | ||
| Q2 25 | $4.0B | $12.3B | ||
| Q1 25 | $3.8B | $12.2B | ||
| Q4 24 | $3.9B | $11.9B | ||
| Q3 24 | $4.1B | $11.7B | ||
| Q2 24 | $3.9B | $11.2B |
| Q1 26 | — | $91.9B | ||
| Q4 25 | $13.0B | $88.8B | ||
| Q3 25 | $13.5B | $88.2B | ||
| Q2 25 | $13.4B | $84.8B | ||
| Q1 25 | $12.8B | $83.1B | ||
| Q4 24 | $12.8B | $82.3B | ||
| Q3 24 | $12.9B | $83.0B | ||
| Q2 24 | $12.1B | $80.6B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | — | ||
| Q3 24 | 1.67× | — | ||
| Q2 24 | 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 | $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 | 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 | — | — | ||
| Q4 25 | $235.7M | $-10.0M | ||
| Q3 25 | $301.3M | $796.0M | ||
| Q2 25 | $225.9M | $691.0M | ||
| Q1 25 | $160.7M | $117.0M | ||
| Q4 24 | $310.4M | $830.0M | ||
| Q3 24 | $235.4M | $510.0M | ||
| Q2 24 | $272.3M | $711.0M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $-56.0M | ||
| Q3 25 | $151.6M | $752.0M | ||
| Q2 25 | $94.9M | $634.0M | ||
| Q1 25 | $70.2M | $71.0M | ||
| Q4 24 | $171.4M | $789.0M | ||
| Q3 24 | $96.2M | $460.0M | ||
| Q2 24 | $161.5M | $655.0M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | -1.3% | ||
| Q3 25 | 6.7% | 17.9% | ||
| Q2 25 | 4.8% | 16.5% | ||
| Q1 25 | 3.6% | 1.8% | ||
| Q4 24 | 8.7% | 19.6% | ||
| Q3 24 | 4.8% | 11.5% | ||
| Q2 24 | 8.3% | 17.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 1.1% | ||
| Q3 25 | 6.7% | 1.1% | ||
| Q2 25 | 6.6% | 1.5% | ||
| Q1 25 | 4.6% | 1.2% | ||
| Q4 24 | 7.0% | 1.0% | ||
| Q3 24 | 6.9% | 1.2% | ||
| Q2 24 | 5.7% | 1.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | -0.02× | ||
| Q3 25 | 5.91× | 1.32× | ||
| Q2 25 | 2.08× | 1.58× | ||
| Q1 25 | 2.57× | 0.24× | ||
| Q4 24 | 2.74× | 1.38× | ||
| Q3 24 | 2.88× | 0.85× | ||
| Q2 24 | 2.73× | 1.45× |
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% |
RJF
| Private Client Group | $2.8B | 73% |
| Bank | $486.0M | 13% |
| Capital Markets | $464.0M | 12% |
| Other | $99.0M | 3% |
