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Post Holdings, Inc.（POST）とRoper Technologies（ROP）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 $2.1B、Roper Technologiesの約1.0倍）。Roper Technologiesの純利益率が高く（15.8% vs 4.5%、差は11.3%）。Roper Technologiesの前年同期比売上増加率が高い（11.3% vs 10.1%）。Roper Technologiesの直近四半期フリーキャッシュフローが多い（$507.0M vs $119.3M）。過去8四半期でRoper Technologiesの売上複合成長率が高い（10.5% 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。
ローパーテクノロジーズ社はテクノロジー分野を中心に事業を展開するホールディングカンパニーで、複数のテクノロジー企業を傘下に保有し、各社の事業成長を支援しながらグループ全体の価値向上を目指しています。
POST vs ROP — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.1B |
| 純利益 | $96.8M | $331.0M |
| 粗利率 | 29.4% | 69.4% |
| 営業利益率 | 11.0% | 27.2% |
| 純利益率 | 4.5% | 15.8% |
| 売上前年比 | 10.1% | 11.3% |
| 純利益前年比 | -14.6% | 842.6% |
| EPS（希薄化後） | $1.71 | $4.87 |
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 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.7B |
| Q1 26 | — | $331.0M | ||
| Q4 25 | $96.8M | $428.4M | ||
| Q3 25 | $51.0M | $398.5M | ||
| Q2 25 | $108.8M | $378.3M | ||
| Q1 25 | $62.6M | $331.1M | ||
| Q4 24 | $113.3M | $462.3M | ||
| Q3 24 | $81.6M | $367.9M | ||
| Q2 24 | $99.8M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | 29.4% | 69.5% | ||
| Q3 25 | 26.8% | 69.5% | ||
| Q2 25 | 30.0% | 69.2% | ||
| Q1 25 | 28.0% | 68.7% | ||
| Q4 24 | 30.1% | 68.3% | ||
| Q3 24 | 28.6% | 69.2% | ||
| Q2 24 | 29.6% | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 11.0% | 28.6% | ||
| Q3 25 | 7.5% | 28.4% | ||
| Q2 25 | 11.8% | 28.2% | ||
| Q1 25 | 9.3% | 27.9% | ||
| Q4 24 | 10.8% | 28.0% | ||
| Q3 24 | 9.5% | 28.1% | ||
| Q2 24 | 10.4% | 28.8% |
| Q1 26 | — | 15.8% | ||
| Q4 25 | 4.5% | 20.8% | ||
| Q3 25 | 2.3% | 19.8% | ||
| Q2 25 | 5.5% | 19.5% | ||
| Q1 25 | 3.2% | 17.6% | ||
| Q4 24 | 5.7% | 24.6% | ||
| Q3 24 | 4.1% | 20.8% | ||
| Q2 24 | 5.1% | 19.6% |
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.71 | $3.97 | ||
| Q3 25 | $0.91 | $3.68 | ||
| Q2 25 | $1.79 | $3.49 | ||
| Q1 25 | $1.03 | $3.06 | ||
| Q4 24 | $1.78 | $4.29 | ||
| Q3 24 | $1.28 | $3.40 | ||
| Q2 24 | $1.53 | $3.12 |
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 | $382.9M |
| 総負債低いほど良い | $7.5B | $9.7B |
| 株主資本純資産 | $3.5B | $18.8B |
| 総資産 | $13.0B | $34.6B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.52× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $382.9M | ||
| Q4 25 | $279.3M | $297.4M | ||
| Q3 25 | $176.7M | $320.0M | ||
| Q2 25 | $1.1B | $242.4M | ||
| Q1 25 | $617.6M | $372.8M | ||
| Q4 24 | $872.9M | $188.2M | ||
| Q3 24 | $787.4M | $269.6M | ||
| Q2 24 | $333.8M | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | $7.5B | $9.3B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $7.6B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.5B | $19.9B | ||
| Q3 25 | $3.8B | $20.0B | ||
| Q2 25 | $4.0B | $19.6B | ||
| Q1 25 | $3.8B | $19.2B | ||
| Q4 24 | $3.9B | $18.9B | ||
| Q3 24 | $4.1B | $18.5B | ||
| Q2 24 | $3.9B | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $13.0B | $34.6B | ||
| Q3 25 | $13.5B | $34.6B | ||
| Q2 25 | $13.4B | $33.2B | ||
| Q1 25 | $12.8B | $31.4B | ||
| Q4 24 | $12.8B | $31.3B | ||
| Q3 24 | $12.9B | $31.6B | ||
| Q2 24 | $12.1B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | 2.16× | 0.47× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.40× | ||
| 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 | $507.0M |
| FCFマージンFCF / 売上 | 5.5% | 24.2% |
| 設備投資強度設備投資 / 売上 | 5.4% | 0.5% |
| 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 | $738.0M | ||
| Q3 25 | $301.3M | $869.5M | ||
| Q2 25 | $225.9M | $404.1M | ||
| Q1 25 | $160.7M | $528.7M | ||
| Q4 24 | $310.4M | $722.2M | ||
| Q3 24 | $235.4M | $755.4M | ||
| Q2 24 | $272.3M | $384.1M |
| Q1 26 | — | $507.0M | ||
| 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 26 | — | 24.2% | ||
| 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 26 | — | 0.5% | ||
| 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 26 | — | — | ||
| Q4 25 | 2.43× | 1.72× | ||
| Q3 25 | 5.91× | 2.18× | ||
| Q2 25 | 2.08× | 1.07× | ||
| Q1 25 | 2.57× | 1.60× | ||
| Q4 24 | 2.74× | 1.56× | ||
| Q3 24 | 2.88× | 2.05× | ||
| Q2 24 | 2.73× | 1.14× |
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% |
ROP
セグメントデータなし
