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Post Holdings, Inc.（POST）とSEALED AIR CORP（SEE）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 $1.4B、SEALED AIR CORPの約1.6倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 3.1%、差は1.3%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 2.6%）。SEALED AIR CORPの直近四半期フリーキャッシュフローが多い（$257.7M 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 2.7%）
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。
シールドエア社は、革新的な包装・保護ソリューションを提供するグローバル企業です。緩衝材、食品の安全性と鮮度保持を実現する包装、廃棄物削減に貢献する持続可能な包装システムを中核に、小売、Eコマース、食品飲料、工業製造などの分野にサービスを展開しています。
POST vs SEE — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.4B |
| 純利益 | $96.8M | $43.8M |
| 粗利率 | 29.4% | 28.6% |
| 営業利益率 | 11.0% | 11.4% |
| 純利益率 | 4.5% | 3.1% |
| 売上前年比 | 10.1% | 2.6% |
| 純利益前年比 | -14.6% | 700.0% |
| EPS（希薄化後） | $1.71 | $0.30 |
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 | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $2.0B | $1.3B |
| Q4 25 | $96.8M | $43.8M | ||
| Q3 25 | $51.0M | $255.1M | ||
| Q2 25 | $108.8M | $93.1M | ||
| Q1 25 | $62.6M | $113.5M | ||
| Q4 24 | $113.3M | $-7.3M | ||
| Q3 24 | $81.6M | $91.7M | ||
| Q2 24 | $99.8M | $98.3M | ||
| Q1 24 | $97.2M | $82.0M |
| Q4 25 | 29.4% | 28.6% | ||
| Q3 25 | 26.8% | 29.8% | ||
| Q2 25 | 30.0% | 30.7% | ||
| Q1 25 | 28.0% | 30.9% | ||
| Q4 24 | 30.1% | 30.0% | ||
| Q3 24 | 28.6% | 30.1% | ||
| Q2 24 | 29.6% | 31.2% | ||
| Q1 24 | 29.0% | 30.3% |
| Q4 25 | 11.0% | 11.4% | ||
| Q3 25 | 7.5% | 13.8% | ||
| Q2 25 | 11.8% | 15.0% | ||
| Q1 25 | 9.3% | 14.5% | ||
| Q4 24 | 10.8% | 11.7% | ||
| Q3 24 | 9.5% | 13.9% | ||
| Q2 24 | 10.4% | 15.4% | ||
| Q1 24 | 9.5% | 14.0% |
| Q4 25 | 4.5% | 3.1% | ||
| Q3 25 | 2.3% | 19.0% | ||
| Q2 25 | 5.5% | 7.0% | ||
| Q1 25 | 3.2% | 9.0% | ||
| Q4 24 | 5.7% | -0.5% | ||
| Q3 24 | 4.1% | 6.9% | ||
| Q2 24 | 5.1% | 7.4% | ||
| Q1 24 | 4.9% | 6.2% |
| Q4 25 | $1.71 | $0.30 | ||
| Q3 25 | $0.91 | $1.73 | ||
| Q2 25 | $1.79 | $0.63 | ||
| Q1 25 | $1.03 | $0.77 | ||
| Q4 24 | $1.78 | $-0.05 | ||
| Q3 24 | $1.28 | $0.63 | ||
| Q2 24 | $1.53 | $0.67 | ||
| Q1 24 | $1.48 | $0.56 |
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 | $344.0M |
| 総負債低いほど良い | $7.5B | $3.3B |
| 株主資本純資産 | $3.5B | $1.2B |
| 総資産 | $13.0B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 2.65× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $279.3M | $344.0M | ||
| Q3 25 | $176.7M | $282.5M | ||
| Q2 25 | $1.1B | $354.4M | ||
| Q1 25 | $617.6M | $335.2M | ||
| Q4 24 | $872.9M | $371.8M | ||
| Q3 24 | $787.4M | $386.0M | ||
| Q2 24 | $333.8M | $388.6M | ||
| Q1 24 | $333.4M | $352.8M |
| Q4 25 | $7.5B | $3.3B | ||
| Q3 25 | $7.4B | $4.0B | ||
| Q2 25 | $7.3B | $4.0B | ||
| Q1 25 | $6.9B | $4.2B | ||
| Q4 24 | $6.9B | $4.2B | ||
| Q3 24 | $6.8B | $4.3B | ||
| Q2 24 | $6.4B | $4.4B | ||
| Q1 24 | $6.4B | $4.5B |
| Q4 25 | $3.5B | $1.2B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $4.0B | $953.1M | ||
| Q1 25 | $3.8B | $797.9M | ||
| Q4 24 | $3.9B | $624.5M | ||
| Q3 24 | $4.1B | $771.2M | ||
| Q2 24 | $3.9B | $650.1M | ||
| Q1 24 | $4.0B | $598.3M |
| Q4 25 | $13.0B | $7.0B | ||
| Q3 25 | $13.5B | $7.1B | ||
| Q2 25 | $13.4B | $7.2B | ||
| Q1 25 | $12.8B | $7.0B | ||
| Q4 24 | $12.8B | $7.0B | ||
| Q3 24 | $12.9B | $7.3B | ||
| Q2 24 | $12.1B | $7.3B | ||
| Q1 24 | $12.2B | $7.2B |
| Q4 25 | 2.16× | 2.65× | ||
| Q3 25 | 1.98× | 3.34× | ||
| Q2 25 | 1.84× | 4.18× | ||
| Q1 25 | 1.81× | 5.26× | ||
| Q4 24 | 1.79× | 6.72× | ||
| Q3 24 | 1.67× | 5.62× | ||
| Q2 24 | 1.62× | 6.81× | ||
| Q1 24 | 1.61× | 7.49× |
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 | $293.6M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $257.7M |
| FCFマージンFCF / 売上 | 5.5% | 18.5% |
| 設備投資強度設備投資 / 売上 | 5.4% | 2.6% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 6.70× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $458.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $235.7M | $293.6M | ||
| Q3 25 | $301.3M | $165.9M | ||
| Q2 25 | $225.9M | $136.6M | ||
| Q1 25 | $160.7M | $31.9M | ||
| Q4 24 | $310.4M | $244.2M | ||
| Q3 24 | $235.4M | $170.5M | ||
| Q2 24 | $272.3M | $188.2M | ||
| Q1 24 | $249.6M | $125.1M |
| Q4 25 | $119.3M | $257.7M | ||
| Q3 25 | $151.6M | $119.6M | ||
| Q2 25 | $94.9M | $93.2M | ||
| Q1 25 | $70.2M | $-12.0M | ||
| Q4 24 | $171.4M | $185.1M | ||
| Q3 24 | $96.2M | $115.2M | ||
| Q2 24 | $161.5M | $129.5M | ||
| Q1 24 | $150.9M | $78.0M |
| Q4 25 | 5.5% | 18.5% | ||
| Q3 25 | 6.7% | 8.9% | ||
| Q2 25 | 4.8% | 7.0% | ||
| Q1 25 | 3.6% | -0.9% | ||
| Q4 24 | 8.7% | 13.6% | ||
| Q3 24 | 4.8% | 8.6% | ||
| Q2 24 | 8.3% | 9.7% | ||
| Q1 24 | 7.5% | 5.9% |
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 6.7% | 3.4% | ||
| Q2 25 | 6.6% | 3.3% | ||
| Q1 25 | 4.6% | 3.5% | ||
| Q4 24 | 7.0% | 4.4% | ||
| Q3 24 | 6.9% | 4.1% | ||
| Q2 24 | 5.7% | 4.4% | ||
| Q1 24 | 4.9% | 3.6% |
| Q4 25 | 2.43× | 6.70× | ||
| Q3 25 | 5.91× | 0.65× | ||
| Q2 25 | 2.08× | 1.47× | ||
| Q1 25 | 2.57× | 0.28× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.86× | ||
| Q2 24 | 2.73× | 1.91× | ||
| Q1 24 | 2.57× | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
