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Post Holdings, Inc.（POST）とRUSH ENTERPRISES INC \TX\（RUSHA）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 $1.7B、RUSH ENTERPRISES INC \TX\の約1.3倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 3.7%、差は0.8%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -9.0%）。RUSH ENTERPRISES INC \TX\の直近四半期フリーキャッシュフローが多い（$411.6M vs $119.3M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -6.8%）
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。
ラッシュ・エンタープライズは米国テキサス州ニューブラウンフェルズに本拠を置く商用車ディーラーで、傘下のRush Truck Centersを通じて新車・中古トラックを主力販売している。2019年時点で米国20州に200店舗以上、カナダに14拠点を展開し、2020年にフォーチュン500入りを果たした。
POST vs RUSHA — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.7B |
| 純利益 | $96.8M | $61.7M |
| 粗利率 | 29.4% | 20.4% |
| 営業利益率 | 11.0% | 4.9% |
| 純利益率 | 4.5% | 3.7% |
| 売上前年比 | 10.1% | -9.0% |
| 純利益前年比 | -14.6% | 1.8% |
| EPS（希薄化後） | $1.71 | $0.77 |
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 | — | $1.7B | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.8B | ||
| Q2 25 | $2.0B | $1.8B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.9B |
| Q1 26 | — | $61.7M | ||
| Q4 25 | $96.8M | $64.3M | ||
| Q3 25 | $51.0M | $66.7M | ||
| Q2 25 | $108.8M | $72.4M | ||
| Q1 25 | $62.6M | $60.3M | ||
| Q4 24 | $113.3M | $74.8M | ||
| Q3 24 | $81.6M | $79.1M | ||
| Q2 24 | $99.8M | $78.7M |
| Q1 26 | — | 20.4% | ||
| Q4 25 | 29.4% | 20.8% | ||
| Q3 25 | 26.8% | 21.0% | ||
| Q2 25 | 30.0% | 20.7% | ||
| Q1 25 | 28.0% | 20.3% | ||
| Q4 24 | 30.1% | 19.3% | ||
| Q3 24 | 28.6% | 21.0% | ||
| Q2 24 | 29.6% | 20.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 11.0% | 5.5% | ||
| Q3 25 | 7.5% | 5.6% | ||
| Q2 25 | 11.8% | 6.0% | ||
| Q1 25 | 9.3% | 5.2% | ||
| Q4 24 | 10.8% | 5.8% | ||
| Q3 24 | 9.5% | 6.7% | ||
| Q2 24 | 10.4% | 6.4% |
| Q1 26 | — | 3.7% | ||
| Q4 25 | 4.5% | 3.8% | ||
| Q3 25 | 2.3% | 3.7% | ||
| Q2 25 | 5.5% | 3.9% | ||
| Q1 25 | 3.2% | 3.4% | ||
| Q4 24 | 5.7% | 3.9% | ||
| Q3 24 | 4.1% | 4.4% | ||
| Q2 24 | 5.1% | 4.1% |
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.71 | $0.81 | ||
| Q3 25 | $0.91 | $0.83 | ||
| Q2 25 | $1.79 | $0.90 | ||
| Q1 25 | $1.03 | $0.73 | ||
| Q4 24 | $1.78 | $-95.13 | ||
| Q3 24 | $1.28 | $0.97 | ||
| Q2 24 | $1.53 | $97.00 |
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 | $277.8M |
| 株主資本純資産 | $3.5B | $2.3B |
| 総資産 | $13.0B | $4.5B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.12× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $279.3M | $212.6M | ||
| Q3 25 | $176.7M | $242.0M | ||
| Q2 25 | $1.1B | $211.1M | ||
| Q1 25 | $617.6M | $228.7M | ||
| Q4 24 | $872.9M | $228.1M | ||
| Q3 24 | $787.4M | $185.1M | ||
| Q2 24 | $333.8M | $167.3M |
| Q1 26 | — | $277.8M | ||
| Q4 25 | $7.5B | $274.8M | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $408.4M | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.8B | $2.2B | ||
| Q2 25 | $4.0B | $2.2B | ||
| Q1 25 | $3.8B | $2.2B | ||
| Q4 24 | $3.9B | $2.1B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $3.9B | $2.0B |
| Q1 26 | — | $4.5B | ||
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.5B | $4.6B | ||
| Q2 25 | $13.4B | $4.7B | ||
| Q1 25 | $12.8B | $4.7B | ||
| Q4 24 | $12.8B | $4.6B | ||
| Q3 24 | $12.9B | $4.6B | ||
| Q2 24 | $12.1B | $4.5B |
| Q1 26 | — | 0.12× | ||
| Q4 25 | 2.16× | 0.12× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.19× | ||
| 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 | $411.6M |
| FCFマージンFCF / 売上 | 5.5% | 24.4% |
| 設備投資強度設備投資 / 売上 | 5.4% | 2.0% |
| 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 | $828.4M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $112.9M | ||
| Q3 25 | $301.3M | $367.8M | ||
| Q2 25 | $225.9M | $227.6M | ||
| Q1 25 | $160.7M | $153.5M | ||
| Q4 24 | $310.4M | $392.3M | ||
| Q3 24 | $235.4M | $111.7M | ||
| Q2 24 | $272.3M | $270.6M |
| Q1 26 | — | $411.6M | ||
| Q4 25 | $119.3M | $31.9M | ||
| Q3 25 | $151.6M | $271.2M | ||
| Q2 25 | $94.9M | $113.8M | ||
| Q1 25 | $70.2M | $45.1M | ||
| Q4 24 | $171.4M | $263.5M | ||
| Q3 24 | $96.2M | $-20.0M | ||
| Q2 24 | $161.5M | $177.2M |
| Q1 26 | — | 24.4% | ||
| Q4 25 | 5.5% | 1.9% | ||
| Q3 25 | 6.7% | 15.2% | ||
| Q2 25 | 4.8% | 6.2% | ||
| Q1 25 | 3.6% | 2.6% | ||
| Q4 24 | 8.7% | 13.7% | ||
| Q3 24 | 4.8% | -1.1% | ||
| Q2 24 | 8.3% | 9.1% |
| Q1 26 | — | 2.0% | ||
| Q4 25 | 5.4% | 4.8% | ||
| Q3 25 | 6.7% | 5.4% | ||
| Q2 25 | 6.6% | 6.2% | ||
| Q1 25 | 4.6% | 6.2% | ||
| Q4 24 | 7.0% | 6.7% | ||
| Q3 24 | 6.9% | 7.3% | ||
| Q2 24 | 5.7% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.75× | ||
| Q3 25 | 5.91× | 5.51× | ||
| Q2 25 | 2.08× | 3.14× | ||
| Q1 25 | 2.57× | 2.55× | ||
| Q4 24 | 2.74× | 5.25× | ||
| Q3 24 | 2.88× | 1.41× | ||
| Q2 24 | 2.73× | 3.44× |
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% |
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
