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Post Holdings, Inc.（POST）とJ.M. Smucker Company (The)（SJM）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
J.M. Smucker Company (The)の直近四半期売上が大きい（$2.3B vs $2.2B、Post Holdings, Inc.の約1.1倍）。J.M. Smucker Company (The)の純利益率が高く（10.4% vs 4.5%、差は5.9%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 2.6%）。J.M. Smucker Company (The)の直近四半期フリーキャッシュフローが多い（$280.2M 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 2.2%）
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。
J.M.スマッカー社はアメリカの食品・飲料メーカーで、本社はオハイオ州オービルに所在します。1897年にアップルバター製造業として創業し、現在は一般食品、ペットフード、コーヒーの3事業を主力に展開し、主力ブランド「Smucker's」はジャム、ピーナッツバター、シロップなどを販売しています。
POST vs SJM — 直接比較
損益計算書 — Q1 FY2026 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.3B |
| 純利益 | $96.8M | $241.3M |
| 粗利率 | 29.4% | 37.3% |
| 営業利益率 | 11.0% | 18.0% |
| 純利益率 | 4.5% | 10.4% |
| 売上前年比 | 10.1% | 2.6% |
| 純利益前年比 | -14.6% | 1084.9% |
| EPS（希薄化後） | $1.71 | $2.26 |
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 | $2.3B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.2B | ||
| Q1 24 | $2.0B | $2.2B |
| Q4 25 | $96.8M | $241.3M | ||
| Q3 25 | $51.0M | $-43.9M | ||
| Q2 25 | $108.8M | $-729.0M | ||
| Q1 25 | $62.6M | $-662.3M | ||
| Q4 24 | $113.3M | $-24.5M | ||
| Q3 24 | $81.6M | $185.0M | ||
| Q2 24 | $99.8M | $245.1M | ||
| Q1 24 | $97.2M | $120.4M |
| Q4 25 | 29.4% | 37.3% | ||
| Q3 25 | 26.8% | 22.5% | ||
| Q2 25 | 30.0% | 38.4% | ||
| Q1 25 | 28.0% | 40.2% | ||
| Q4 24 | 30.1% | 39.0% | ||
| Q3 24 | 28.6% | 37.5% | ||
| Q2 24 | 29.6% | 41.4% | ||
| Q1 24 | 29.0% | 36.9% |
| Q4 25 | 11.0% | 18.0% | ||
| Q3 25 | 7.5% | 2.2% | ||
| Q2 25 | 11.8% | -27.9% | ||
| Q1 25 | 9.3% | -27.2% | ||
| Q4 24 | 10.8% | 7.5% | ||
| Q3 24 | 9.5% | 16.4% | ||
| Q2 24 | 10.4% | 18.4% | ||
| Q1 24 | 9.5% | 13.3% |
| Q4 25 | 4.5% | 10.4% | ||
| Q3 25 | 2.3% | -2.1% | ||
| Q2 25 | 5.5% | -34.0% | ||
| Q1 25 | 3.2% | -30.3% | ||
| Q4 24 | 5.7% | -1.1% | ||
| Q3 24 | 4.1% | 8.7% | ||
| Q2 24 | 5.1% | 11.1% | ||
| Q1 24 | 4.9% | 5.4% |
| Q4 25 | $1.71 | $2.26 | ||
| Q3 25 | $0.91 | $-0.41 | ||
| Q2 25 | $1.79 | $-6.86 | ||
| Q1 25 | $1.03 | $-6.22 | ||
| Q4 24 | $1.78 | $-0.23 | ||
| Q3 24 | $1.28 | $1.74 | ||
| Q2 24 | $1.53 | $2.31 | ||
| Q1 24 | $1.48 | $1.13 |
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 | $7.0B |
| 株主資本純資産 | $3.5B | $6.1B |
| 総資産 | $13.0B | $17.6B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 1.16× |
8四半期トレンド — 暦四半期で整列
| 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 24 | $333.4M | — |
| Q4 25 | $7.5B | $7.0B | ||
| Q3 25 | $7.4B | $7.0B | ||
| Q2 25 | $7.3B | $7.0B | ||
| Q1 25 | $6.9B | $7.4B | ||
| Q4 24 | $6.9B | $7.8B | ||
| Q3 24 | $6.8B | $7.8B | ||
| Q2 24 | $6.4B | $7.8B | ||
| Q1 24 | $6.4B | $8.1B |
| Q4 25 | $3.5B | $6.1B | ||
| Q3 25 | $3.8B | $5.9B | ||
| Q2 25 | $4.0B | $6.1B | ||
| Q1 25 | $3.8B | $6.9B | ||
| Q4 24 | $3.9B | $7.6B | ||
| Q3 24 | $4.1B | $7.8B | ||
| Q2 24 | $3.9B | $7.7B | ||
| Q1 24 | $4.0B | $7.6B |
| Q4 25 | $13.0B | $17.6B | ||
| Q3 25 | $13.5B | $17.7B | ||
| Q2 25 | $13.4B | $17.6B | ||
| Q1 25 | $12.8B | $18.4B | ||
| Q4 24 | $12.8B | $20.0B | ||
| Q3 24 | $12.9B | $20.3B | ||
| Q2 24 | $12.1B | $20.3B | ||
| Q1 24 | $12.2B | $20.2B |
| Q4 25 | 2.16× | 1.16× | ||
| Q3 25 | 1.98× | 1.19× | ||
| Q2 25 | 1.84× | 1.16× | ||
| Q1 25 | 1.81× | 1.07× | ||
| Q4 24 | 1.79× | 1.02× | ||
| Q3 24 | 1.67× | 1.00× | ||
| Q2 24 | 1.62× | 1.01× | ||
| Q1 24 | 1.61× | 1.07× |
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 | $346.5M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $280.2M |
| FCFマージンFCF / 売上 | 5.5% | 12.0% |
| 設備投資強度設備投資 / 売上 | 5.4% | 2.8% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 1.44× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $635.5M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $235.7M | $346.5M | ||
| Q3 25 | $301.3M | $-10.6M | ||
| Q2 25 | $225.9M | $393.9M | ||
| Q1 25 | $160.7M | $239.4M | ||
| Q4 24 | $310.4M | $404.2M | ||
| Q3 24 | $235.4M | $172.9M | ||
| Q2 24 | $272.3M | $428.1M | ||
| Q1 24 | $249.6M | $406.5M |
| Q4 25 | $119.3M | $280.2M | ||
| Q3 25 | $151.6M | $-94.9M | ||
| Q2 25 | $94.9M | $298.9M | ||
| Q1 25 | $70.2M | $151.3M | ||
| Q4 24 | $171.4M | $317.2M | ||
| Q3 24 | $96.2M | $49.2M | ||
| Q2 24 | $161.5M | $297.5M | ||
| Q1 24 | $150.9M | $249.6M |
| Q4 25 | 5.5% | 12.0% | ||
| Q3 25 | 6.7% | -4.5% | ||
| Q2 25 | 4.8% | 13.9% | ||
| Q1 25 | 3.6% | 6.9% | ||
| Q4 24 | 8.7% | 14.0% | ||
| Q3 24 | 4.8% | 2.3% | ||
| Q2 24 | 8.3% | 13.5% | ||
| Q1 24 | 7.5% | 11.2% |
| Q4 25 | 5.4% | 2.8% | ||
| Q3 25 | 6.7% | 4.0% | ||
| Q2 25 | 6.6% | 4.4% | ||
| Q1 25 | 4.6% | 4.0% | ||
| Q4 24 | 7.0% | 3.8% | ||
| Q3 24 | 6.9% | 5.8% | ||
| Q2 24 | 5.7% | 5.9% | ||
| Q1 24 | 4.9% | 7.0% |
| Q4 25 | 2.43× | 1.44× | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 0.93× | ||
| Q2 24 | 2.73× | 1.75× | ||
| Q1 24 | 2.57× | 3.38× |
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% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
