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Post Holdings, Inc.（POST）とSERVICE CORP INTERNATIONAL（SCI）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 $1.1B、SERVICE CORP INTERNATIONALの約2.0倍）。SERVICE CORP INTERNATIONALの純利益率が高く（14.3% vs 4.5%、差は9.9%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 1.7%）。Post Holdings, Inc.の直近四半期フリーキャッシュフローが多い（$119.3M vs $87.2M）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs 3.1%）
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。
国際流通サービス有限会社（IDS）は英国の郵便・宅配便サービス事業者です。2013年に英国政府がロイヤルメールの持株会社として設立し、過半数の株式がロンドン証券取引所で売却され、当時政府は30%の株式を保有していました。2025年4月現在、ダニエル・クレティンスキー所有のチェコEPグループが同社を保有・運営しています。
POST vs SCI — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.1B |
| 純利益 | $96.8M | $159.4M |
| 粗利率 | 29.4% | 28.0% |
| 営業利益率 | 11.0% | 24.8% |
| 純利益率 | 4.5% | 14.3% |
| 売上前年比 | 10.1% | 1.7% |
| 純利益前年比 | -14.6% | 5.3% |
| EPS（希薄化後） | $1.71 | $1.13 |
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 | $1.1B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $2.0B | $1.0B |
| Q4 25 | $96.8M | $159.4M | ||
| Q3 25 | $51.0M | $117.5M | ||
| Q2 25 | $108.8M | $122.9M | ||
| Q1 25 | $62.6M | $142.9M | ||
| Q4 24 | $113.3M | $151.4M | ||
| Q3 24 | $81.6M | $117.8M | ||
| Q2 24 | $99.8M | $118.2M | ||
| Q1 24 | $97.2M | $131.3M |
| Q4 25 | 29.4% | 28.0% | ||
| Q3 25 | 26.8% | 25.1% | ||
| Q2 25 | 30.0% | 25.5% | ||
| Q1 25 | 28.0% | 27.1% | ||
| Q4 24 | 30.1% | 28.0% | ||
| Q3 24 | 28.6% | 24.9% | ||
| Q2 24 | 29.6% | 24.9% | ||
| Q1 24 | 29.0% | 26.2% |
| Q4 25 | 11.0% | 24.8% | ||
| Q3 25 | 7.5% | 21.4% | ||
| Q2 25 | 11.8% | 21.1% | ||
| Q1 25 | 9.3% | 23.4% | ||
| Q4 24 | 10.8% | 24.0% | ||
| Q3 24 | 9.5% | 20.9% | ||
| Q2 24 | 10.4% | 21.4% | ||
| Q1 24 | 9.5% | 22.2% |
| Q4 25 | 4.5% | 14.3% | ||
| Q3 25 | 2.3% | 11.1% | ||
| Q2 25 | 5.5% | 11.5% | ||
| Q1 25 | 3.2% | 13.3% | ||
| Q4 24 | 5.7% | 13.8% | ||
| Q3 24 | 4.1% | 11.6% | ||
| Q2 24 | 5.1% | 11.4% | ||
| Q1 24 | 4.9% | 12.6% |
| Q4 25 | $1.71 | $1.13 | ||
| Q3 25 | $0.91 | $0.83 | ||
| Q2 25 | $1.79 | $0.86 | ||
| Q1 25 | $1.03 | $0.98 | ||
| Q4 24 | $1.78 | $1.02 | ||
| Q3 24 | $1.28 | $0.81 | ||
| Q2 24 | $1.53 | $0.81 | ||
| Q1 24 | $1.48 | $0.89 |
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 | $243.6M |
| 総負債低いほど良い | $7.5B | $5.1B |
| 株主資本純資産 | $3.5B | $1.6B |
| 総資産 | $13.0B | $18.7B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 3.10× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $279.3M | $243.6M | ||
| Q3 25 | $176.7M | $241.3M | ||
| Q2 25 | $1.1B | $255.4M | ||
| Q1 25 | $617.6M | $227.2M | ||
| Q4 24 | $872.9M | $218.8M | ||
| Q3 24 | $787.4M | $185.4M | ||
| Q2 24 | $333.8M | $184.4M | ||
| Q1 24 | $333.4M | $205.6M |
| Q4 25 | $7.5B | $5.1B | ||
| Q3 25 | $7.4B | $5.0B | ||
| Q2 25 | $7.3B | $5.0B | ||
| Q1 25 | $6.9B | $4.7B | ||
| Q4 24 | $6.9B | $4.8B | ||
| Q3 24 | $6.8B | $4.7B | ||
| Q2 24 | $6.4B | $4.7B | ||
| Q1 24 | $6.4B | $4.6B |
| Q4 25 | $3.5B | $1.6B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $4.0B | $1.6B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $3.9B | $1.7B | ||
| Q3 24 | $4.1B | $1.6B | ||
| Q2 24 | $3.9B | $1.5B | ||
| Q1 24 | $4.0B | $1.6B |
| Q4 25 | $13.0B | $18.7B | ||
| Q3 25 | $13.5B | $18.4B | ||
| Q2 25 | $13.4B | $18.0B | ||
| Q1 25 | $12.8B | $17.3B | ||
| Q4 24 | $12.8B | $17.4B | ||
| Q3 24 | $12.9B | $17.4B | ||
| Q2 24 | $12.1B | $16.8B | ||
| Q1 24 | $12.2B | $16.7B |
| Q4 25 | 2.16× | 3.10× | ||
| Q3 25 | 1.98× | 3.17× | ||
| Q2 25 | 1.84× | 3.19× | ||
| Q1 25 | 1.81× | 2.87× | ||
| Q4 24 | 1.79× | 2.83× | ||
| Q3 24 | 1.67× | 2.92× | ||
| Q2 24 | 1.62× | 3.05× | ||
| Q1 24 | 1.61× | 2.90× |
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 | $212.9M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $87.2M |
| FCFマージンFCF / 売上 | 5.5% | 7.8% |
| 設備投資強度設備投資 / 売上 | 5.4% | 11.3% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 1.34× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $554.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $235.7M | $212.9M | ||
| Q3 25 | $301.3M | $252.3M | ||
| Q2 25 | $225.9M | $166.4M | ||
| Q1 25 | $160.7M | $311.1M | ||
| Q4 24 | $310.4M | $264.1M | ||
| Q3 24 | $235.4M | $263.8M | ||
| Q2 24 | $272.3M | $196.9M | ||
| Q1 24 | $249.6M | $220.1M |
| Q4 25 | $119.3M | $87.2M | ||
| Q3 25 | $151.6M | $150.7M | ||
| Q2 25 | $94.9M | $83.4M | ||
| Q1 25 | $70.2M | $233.0M | ||
| Q4 24 | $171.4M | $151.8M | ||
| Q3 24 | $96.2M | $162.8M | ||
| Q2 24 | $161.5M | $100.8M | ||
| Q1 24 | $150.9M | $140.3M |
| Q4 25 | 5.5% | 7.8% | ||
| Q3 25 | 6.7% | 14.2% | ||
| Q2 25 | 4.8% | 7.8% | ||
| Q1 25 | 3.6% | 21.7% | ||
| Q4 24 | 8.7% | 13.9% | ||
| Q3 24 | 4.8% | 16.1% | ||
| Q2 24 | 8.3% | 9.7% | ||
| Q1 24 | 7.5% | 13.4% |
| Q4 25 | 5.4% | 11.3% | ||
| Q3 25 | 6.7% | 9.6% | ||
| Q2 25 | 6.6% | 7.8% | ||
| Q1 25 | 4.6% | 7.3% | ||
| Q4 24 | 7.0% | 10.3% | ||
| Q3 24 | 6.9% | 10.0% | ||
| Q2 24 | 5.7% | 9.3% | ||
| Q1 24 | 4.9% | 7.6% |
| Q4 25 | 2.43× | 1.34× | ||
| Q3 25 | 5.91× | 2.15× | ||
| Q2 25 | 2.08× | 1.35× | ||
| Q1 25 | 2.57× | 2.18× | ||
| Q4 24 | 2.74× | 1.75× | ||
| Q3 24 | 2.88× | 2.24× | ||
| Q2 24 | 2.73× | 1.67× | ||
| Q1 24 | 2.57× | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
