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Post Holdings, Inc.（POST）とSOMNIGROUP INTERNATIONAL INC.（SGI）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 $1.8B、SOMNIGROUP INTERNATIONAL INC.の約1.2倍）。SOMNIGROUP INTERNATIONAL INC.の純利益率が高く（5.8% vs 4.5%、差は1.3%）。SOMNIGROUP INTERNATIONAL INC.の前年同期比売上増加率が高い（12.3% vs 10.1%）。過去8四半期でSOMNIGROUP INTERNATIONAL INC.の売上複合成長率が高い（20.8% 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。
ソムニグループ・インターナショナル・インクはアメリカ発の寝具メーカーで、マットレスをはじめとする各種ベッド用品の研究開発・設計・製造・販売を主力事業としている。米国国内外の市場に商品を供給し、利用者から高い評価を得ている。
POST vs SGI — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.8B |
| 純利益 | $96.8M | $104.2M |
| 粗利率 | 29.4% | 43.1% |
| 営業利益率 | 11.0% | 10.4% |
| 純利益率 | 4.5% | 5.8% |
| 売上前年比 | 10.1% | 12.3% |
| 純利益前年比 | -14.6% | 414.8% |
| EPS（希薄化後） | $1.71 | $0.49 |
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 | — | $1.8B | ||
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.2B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B |
| Q1 26 | — | $104.2M | ||
| Q4 25 | $96.8M | $140.8M | ||
| Q3 25 | $51.0M | $177.4M | ||
| Q2 25 | $108.8M | $99.0M | ||
| Q1 25 | $62.6M | $-33.1M | ||
| Q4 24 | $113.3M | $71.9M | ||
| Q3 24 | $81.6M | $130.0M | ||
| Q2 24 | $99.8M | $106.1M |
| Q1 26 | — | 43.1% | ||
| Q4 25 | 29.4% | 44.0% | ||
| Q3 25 | 26.8% | 44.9% | ||
| Q2 25 | 30.0% | 44.0% | ||
| Q1 25 | 28.0% | 36.2% | ||
| Q4 24 | 30.1% | 43.3% | ||
| Q3 24 | 28.6% | 45.4% | ||
| Q2 24 | 29.6% | 44.9% |
| Q1 26 | — | 10.4% | ||
| Q4 25 | 11.0% | 13.2% | ||
| Q3 25 | 7.5% | 14.8% | ||
| Q2 25 | 11.8% | 9.6% | ||
| Q1 25 | 9.3% | 0.8% | ||
| Q4 24 | 10.8% | 10.6% | ||
| Q3 24 | 9.5% | 15.5% | ||
| Q2 24 | 10.4% | 14.0% |
| Q1 26 | — | 5.8% | ||
| Q4 25 | 4.5% | 7.5% | ||
| Q3 25 | 2.3% | 8.4% | ||
| Q2 25 | 5.5% | 5.3% | ||
| Q1 25 | 3.2% | -2.1% | ||
| Q4 24 | 5.7% | 6.0% | ||
| Q3 24 | 4.1% | 10.0% | ||
| Q2 24 | 5.1% | 8.6% |
| Q1 26 | — | $0.49 | ||
| Q4 25 | $1.71 | $0.71 | ||
| Q3 25 | $0.91 | $0.83 | ||
| Q2 25 | $1.79 | $0.47 | ||
| Q1 25 | $1.03 | $-0.17 | ||
| Q4 24 | $1.78 | $0.40 | ||
| Q3 24 | $1.28 | $0.73 | ||
| Q2 24 | $1.53 | $0.60 |
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 | $110.8M |
| 総負債低いほど良い | $7.5B | $112.1M |
| 株主資本純資産 | $3.5B | $3.1B |
| 総資産 | $13.0B | $11.5B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.04× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $110.8M | ||
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | — | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — |
| Q1 26 | — | $112.1M | ||
| Q4 25 | $7.5B | $4.6B | ||
| Q3 25 | $7.4B | $4.5B | ||
| Q2 25 | $7.3B | $4.8B | ||
| Q1 25 | $6.9B | $4.9B | ||
| Q4 24 | $6.9B | $3.7B | ||
| Q3 24 | $6.8B | $2.2B | ||
| Q2 24 | $6.4B | $2.4B |
| Q1 26 | — | $3.1B | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.8B | $3.0B | ||
| Q2 25 | $4.0B | $2.8B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.9B | $559.0M | ||
| Q3 24 | $4.1B | $564.5M | ||
| Q2 24 | $3.9B | $411.8M |
| Q1 26 | — | $11.5B | ||
| Q4 25 | $13.0B | $11.6B | ||
| Q3 25 | $13.5B | $11.4B | ||
| Q2 25 | $13.4B | $11.4B | ||
| Q1 25 | $12.8B | $11.3B | ||
| Q4 24 | $12.8B | $6.0B | ||
| Q3 24 | $12.9B | $4.6B | ||
| Q2 24 | $12.1B | $4.6B |
| Q1 26 | — | 0.04× | ||
| Q4 25 | 2.16× | 1.47× | ||
| Q3 25 | 1.98× | 1.51× | ||
| Q2 25 | 1.84× | 1.69× | ||
| Q1 25 | 1.81× | 1.79× | ||
| Q4 24 | 1.79× | 6.69× | ||
| Q3 24 | 1.67× | 3.95× | ||
| Q2 24 | 1.62× | 5.92× |
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 | $246.5M |
| 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× | 2.37× |
| 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 | — | $246.5M | ||
| Q4 25 | $235.7M | $99.4M | ||
| Q3 25 | $301.3M | $408.2M | ||
| Q2 25 | $225.9M | $186.1M | ||
| Q1 25 | $160.7M | $106.4M | ||
| Q4 24 | $310.4M | $129.1M | ||
| Q3 24 | $235.4M | $256.6M | ||
| Q2 24 | $272.3M | $150.6M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $41.1M | ||
| Q3 25 | $151.6M | $360.3M | ||
| Q2 25 | $94.9M | $149.4M | ||
| Q1 25 | $70.2M | $82.4M | ||
| Q4 24 | $171.4M | $108.2M | ||
| Q3 24 | $96.2M | $240.2M | ||
| Q2 24 | $161.5M | $122.1M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 2.2% | ||
| Q3 25 | 6.7% | 17.0% | ||
| Q2 25 | 4.8% | 7.9% | ||
| Q1 25 | 3.6% | 5.1% | ||
| Q4 24 | 8.7% | 9.0% | ||
| Q3 24 | 4.8% | 18.5% | ||
| Q2 24 | 8.3% | 9.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 3.1% | ||
| Q3 25 | 6.7% | 2.3% | ||
| Q2 25 | 6.6% | 2.0% | ||
| Q1 25 | 4.6% | 1.5% | ||
| Q4 24 | 7.0% | 1.7% | ||
| Q3 24 | 6.9% | 1.3% | ||
| Q2 24 | 5.7% | 2.3% |
| Q1 26 | — | 2.37× | ||
| Q4 25 | 2.43× | 0.71× | ||
| Q3 25 | 5.91× | 2.30× | ||
| Q2 25 | 2.08× | 1.88× | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 1.80× | ||
| Q3 24 | 2.88× | 1.97× | ||
| Q2 24 | 2.73× | 1.42× |
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% |
SGI
セグメントデータなし
