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Post Holdings, Inc.（POST）とシノプシス（SNPS）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
シノプシスの直近四半期売上が大きい（$2.4B vs $2.2B、Post Holdings, Inc.の約1.1倍）。Post Holdings, Inc.の純利益率が高く（4.5% vs 2.7%、差は1.8%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -2.2%）。過去8四半期でシノプシスの売上複合成長率が高い（28.7% 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。
シノプシスは米国カリフォルニア州サニーベールに本社を置く多国籍電子設計自動化（EDA）企業です。シリコンチップの設計・検証、電子システムレベルの設計・検証、再利用可能なコンポーネント開発を事業の柱とし、半導体設計・製造業界向けに各種ツールとサービスを提供しています。
POST vs SNPS — 直接比較
売上が大きい
SNPS
1.1倍大きい
$2.2B
売上成長率が高い
POST
+12.3%の差
-2.2%
純利益率が高い
POST
純利益率が1.8%高い
2.7%
2年売上CAGRが高い
SNPS
2年複合成長率
4.3%
損益計算書 — Q1 FY2026 vs Q1 FY2027
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $2.4B |
| 純利益 | $96.8M | $64.7M |
| 粗利率 | 29.4% | 73.5% |
| 営業利益率 | 11.0% | 8.4% |
| 純利益率 | 4.5% | 2.7% |
| 売上前年比 | 10.1% | -2.2% |
| 純利益前年比 | -14.6% | -78.2% |
| EPS（希薄化後） | $1.71 | $0.34 |
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
売上POSTSNPS
| Q4 26 | — | $2.4B | ||
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.5B | ||
| Q3 24 | $2.0B | $1.5B | ||
| Q2 24 | $1.9B | $1.5B |
純利益POSTSNPS
| Q4 26 | — | $64.7M | ||
| Q4 25 | $96.8M | $448.7M | ||
| Q3 25 | $51.0M | $242.5M | ||
| Q2 25 | $108.8M | $345.3M | ||
| Q1 25 | $62.6M | $295.7M | ||
| Q4 24 | $113.3M | $1.1B | ||
| Q3 24 | $81.6M | $408.1M | ||
| Q2 24 | $99.8M | $292.1M |
粗利率POSTSNPS
| Q4 26 | — | 73.5% | ||
| Q4 25 | 29.4% | 71.0% | ||
| Q3 25 | 26.8% | 78.1% | ||
| Q2 25 | 30.0% | 80.2% | ||
| Q1 25 | 28.0% | 81.4% | ||
| Q4 24 | 30.1% | 78.3% | ||
| Q3 24 | 28.6% | 80.9% | ||
| Q2 24 | 29.6% | 79.4% |
営業利益率POSTSNPS
| Q4 26 | — | 8.4% | ||
| Q4 25 | 11.0% | 5.4% | ||
| Q3 25 | 7.5% | 9.5% | ||
| Q2 25 | 11.8% | 23.5% | ||
| Q1 25 | 9.3% | 17.3% | ||
| Q4 24 | 10.8% | 20.3% | ||
| Q3 24 | 9.5% | 23.6% | ||
| Q2 24 | 10.4% | 22.8% |
純利益率POSTSNPS
| Q4 26 | — | 2.7% | ||
| Q4 25 | 4.5% | 19.9% | ||
| Q3 25 | 2.3% | 13.9% | ||
| Q2 25 | 5.5% | 21.5% | ||
| Q1 25 | 3.2% | 20.3% | ||
| Q4 24 | 5.7% | 74.4% | ||
| Q3 24 | 4.1% | 26.7% | ||
| Q2 24 | 5.1% | 20.1% |
EPS（希薄化後）POSTSNPS
| Q4 26 | — | $0.34 | ||
| Q4 25 | $1.71 | $2.44 | ||
| Q3 25 | $0.91 | $1.50 | ||
| Q2 25 | $1.79 | $2.21 | ||
| Q1 25 | $1.03 | $1.89 | ||
| Q4 24 | $1.78 | $7.13 | ||
| Q3 24 | $1.28 | $2.61 | ||
| Q2 24 | $1.53 | $1.88 |
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 | $2.2B |
| 総負債低いほど良い | $7.5B | $10.0B |
| 株主資本純資産 | $3.5B | $30.5B |
| 総資産 | $13.0B | $47.2B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.33× |
8四半期トレンド — 暦四半期で整列
現金・短期投資POSTSNPS
| Q4 26 | — | $2.2B | ||
| Q4 25 | $279.3M | $3.0B | ||
| Q3 25 | $176.7M | $2.6B | ||
| Q2 25 | $1.1B | $14.3B | ||
| Q1 25 | $617.6M | $3.8B | ||
| Q4 24 | $872.9M | $4.1B | ||
| Q3 24 | $787.4M | $2.0B | ||
| Q2 24 | $333.8M | $1.7B |
総負債POSTSNPS
| Q4 26 | — | $10.0B | ||
| Q4 25 | $7.5B | $13.5B | ||
| Q3 25 | $7.4B | $14.3B | ||
| Q2 25 | $7.3B | $10.1B | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
株主資本POSTSNPS
| Q4 26 | — | $30.5B | ||
| Q4 25 | $3.5B | $28.3B | ||
| Q3 25 | $3.8B | $27.6B | ||
| Q2 25 | $4.0B | $9.9B | ||
| Q1 25 | $3.8B | $9.3B | ||
| Q4 24 | $3.9B | $9.0B | ||
| Q3 24 | $4.1B | $7.7B | ||
| Q2 24 | $3.9B | $7.2B |
総資産POSTSNPS
| Q4 26 | — | $47.2B | ||
| Q4 25 | $13.0B | $48.2B | ||
| Q3 25 | $13.5B | $48.2B | ||
| Q2 25 | $13.4B | $23.8B | ||
| Q1 25 | $12.8B | $13.0B | ||
| Q4 24 | $12.8B | $13.1B | ||
| Q3 24 | $12.9B | $11.6B | ||
| Q2 24 | $12.1B | $11.0B |
負債/資本比率POSTSNPS
| Q4 26 | — | 0.33× | ||
| Q4 25 | 2.16× | 0.48× | ||
| Q3 25 | 1.98× | 0.52× | ||
| Q2 25 | 1.84× | 1.01× | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | — | ||
| 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 | — |
| 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× | — |
| 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
営業キャッシュフローPOSTSNPS
| Q4 26 | — | — | ||
| Q4 25 | $235.7M | $639.7M | ||
| Q3 25 | $301.3M | $671.0M | ||
| Q2 25 | $225.9M | $275.4M | ||
| Q1 25 | $160.7M | $-67.5M | ||
| Q4 24 | $310.4M | $562.8M | ||
| Q3 24 | $235.4M | $455.4M | ||
| Q2 24 | $272.3M | $476.6M |
フリーキャッシュフローPOSTSNPS
| Q4 26 | — | — | ||
| Q4 25 | $119.3M | $605.2M | ||
| Q3 25 | $151.6M | $632.4M | ||
| Q2 25 | $94.9M | $219.8M | ||
| Q1 25 | $70.2M | $-108.2M | ||
| Q4 24 | $171.4M | $558.4M | ||
| Q3 24 | $96.2M | $415.4M | ||
| Q2 24 | $161.5M | $438.2M |
FCFマージンPOSTSNPS
| Q4 26 | — | — | ||
| Q4 25 | 5.5% | 26.8% | ||
| Q3 25 | 6.7% | 36.3% | ||
| Q2 25 | 4.8% | 13.7% | ||
| Q1 25 | 3.6% | -7.4% | ||
| Q4 24 | 8.7% | 37.3% | ||
| Q3 24 | 4.8% | 27.2% | ||
| Q2 24 | 8.3% | 30.1% |
設備投資強度POSTSNPS
| Q4 26 | — | — | ||
| Q4 25 | 5.4% | 1.5% | ||
| Q3 25 | 6.7% | 2.2% | ||
| Q2 25 | 6.6% | 3.5% | ||
| Q1 25 | 4.6% | 2.8% | ||
| Q4 24 | 7.0% | 0.3% | ||
| Q3 24 | 6.9% | 2.6% | ||
| Q2 24 | 5.7% | 2.6% |
キャッシュ転換率POSTSNPS
| Q4 26 | — | — | ||
| Q4 25 | 2.43× | 1.43× | ||
| Q3 25 | 5.91× | 2.77× | ||
| Q2 25 | 2.08× | 0.80× | ||
| Q1 25 | 2.57× | -0.23× | ||
| Q4 24 | 2.74× | 0.51× | ||
| Q3 24 | 2.88× | 1.12× | ||
| Q2 24 | 2.73× | 1.63× |
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% |
SNPS
| Time-based products | $951.5M | 40% |
| Upfront products | $741.5M | 31% |
| Maintenance and service | $715.7M | 30% |
