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Post Holdings, Inc.（POST）とHANOVER INSURANCE GROUP, INC.（THG）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 $1.7B、HANOVER INSURANCE GROUP, INC.の約1.3倍）。HANOVER INSURANCE GROUP, INC.の純利益率が高く（11.0% vs 4.5%、差は6.5%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 6.1%）。過去8四半期でHANOVER INSURANCE GROUP, INC.の売上複合成長率が高い（5.2% 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。
ハノーバー保険グループは米国マサチューセッツ州ウースターに本社を置く保険会社です。1852年に損害保険会社として設立され、原名で上場を続けていましたが、1990年代初頭にオルメリカ損害保険会社に社名を変更しました。
POST vs THG — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.7B |
| 純利益 | $96.8M | $186.8M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | 11.1% |
| 純利益率 | 4.5% | 11.0% |
| 売上前年比 | 10.1% | 6.1% |
| 純利益前年比 | -14.6% | 45.7% |
| EPS（希薄化後） | $1.71 | — |
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 | — | $1.7B | ||
| Q4 25 | $2.2B | $1.7B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.0B | $1.7B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.6B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B |
| Q1 26 | — | $186.8M | ||
| Q4 25 | $96.8M | $198.5M | ||
| Q3 25 | $51.0M | $178.7M | ||
| Q2 25 | $108.8M | $157.1M | ||
| Q1 25 | $62.6M | $128.2M | ||
| Q4 24 | $113.3M | $167.9M | ||
| Q3 24 | $81.6M | $102.1M | ||
| Q2 24 | $99.8M | $40.5M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — |
| Q1 26 | — | 11.1% | ||
| Q4 25 | 11.0% | 17.3% | ||
| Q3 25 | 7.5% | 14.9% | ||
| Q2 25 | 11.8% | 12.7% | ||
| Q1 25 | 9.3% | 11.6% | ||
| Q4 24 | 10.8% | 16.1% | ||
| Q3 24 | 9.5% | 9.6% | ||
| Q2 24 | 10.4% | 6.2% |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 4.5% | 11.9% | ||
| Q3 25 | 2.3% | 10.7% | ||
| Q2 25 | 5.5% | 9.5% | ||
| Q1 25 | 3.2% | 8.0% | ||
| Q4 24 | 5.7% | 10.6% | ||
| Q3 24 | 4.1% | 6.5% | ||
| Q2 24 | 5.1% | 2.6% |
| Q1 26 | — | — | ||
| Q4 25 | $1.71 | $5.46 | ||
| Q3 25 | $0.91 | $4.90 | ||
| Q2 25 | $1.79 | $4.30 | ||
| Q1 25 | $1.03 | $3.50 | ||
| Q4 24 | $1.78 | $4.60 | ||
| Q3 24 | $1.28 | $2.80 | ||
| Q2 24 | $1.53 | $1.12 |
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 | $243.5M |
| 総負債低いほど良い | $7.5B | $843.8M |
| 株主資本純資産 | $3.5B | $3.0B |
| 総資産 | $13.0B | $16.5B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.28× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $243.5M | ||
| Q4 25 | $279.3M | $1.1B | ||
| Q3 25 | $176.7M | $915.7M | ||
| Q2 25 | $1.1B | $244.1M | ||
| Q1 25 | $617.6M | $315.1M | ||
| Q4 24 | $872.9M | $435.5M | ||
| Q3 24 | $787.4M | $427.1M | ||
| Q2 24 | $333.8M | $337.6M |
| Q1 26 | — | $843.8M | ||
| Q4 25 | $7.5B | $843.3M | ||
| Q3 25 | $7.4B | $843.0M | ||
| Q2 25 | $7.3B | $347.8M | ||
| Q1 25 | $6.9B | $722.5M | ||
| Q4 24 | $6.9B | $722.3M | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
| Q1 26 | — | $3.0B | ||
| Q4 25 | $3.5B | $3.6B | ||
| Q3 25 | $3.8B | $3.4B | ||
| Q2 25 | $4.0B | $3.2B | ||
| Q1 25 | $3.8B | $3.0B | ||
| Q4 24 | $3.9B | $2.8B | ||
| Q3 24 | $4.1B | $2.9B | ||
| Q2 24 | $3.9B | $2.6B |
| Q1 26 | — | $16.5B | ||
| Q4 25 | $13.0B | $16.9B | ||
| Q3 25 | $13.5B | $16.8B | ||
| Q2 25 | $13.4B | $15.7B | ||
| Q1 25 | $12.8B | $15.5B | ||
| Q4 24 | $12.8B | $15.3B | ||
| Q3 24 | $12.9B | $15.4B | ||
| Q2 24 | $12.1B | $14.9B |
| Q1 26 | — | 0.28× | ||
| Q4 25 | 2.16× | 0.24× | ||
| Q3 25 | 1.98× | 0.25× | ||
| Q2 25 | 1.84× | 0.11× | ||
| Q1 25 | 1.81× | 0.24× | ||
| Q4 24 | 1.79× | 0.25× | ||
| 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
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $378.2M | ||
| Q3 25 | $301.3M | $554.4M | ||
| Q2 25 | $225.9M | $206.6M | ||
| Q1 25 | $160.7M | $38.9M | ||
| Q4 24 | $310.4M | $213.5M | ||
| Q3 24 | $235.4M | $394.7M | ||
| Q2 24 | $272.3M | $139.5M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $377.0M | ||
| Q3 25 | $151.6M | $551.4M | ||
| Q2 25 | $94.9M | $204.9M | ||
| Q1 25 | $70.2M | $37.1M | ||
| Q4 24 | $171.4M | $210.5M | ||
| Q3 24 | $96.2M | $392.3M | ||
| Q2 24 | $161.5M | $137.3M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 22.6% | ||
| Q3 25 | 6.7% | 33.1% | ||
| Q2 25 | 4.8% | 12.4% | ||
| Q1 25 | 3.6% | 2.3% | ||
| Q4 24 | 8.7% | 13.3% | ||
| Q3 24 | 4.8% | 25.1% | ||
| Q2 24 | 8.3% | 8.9% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.1% | ||
| Q3 25 | 6.7% | 0.2% | ||
| Q2 25 | 6.6% | 0.1% | ||
| Q1 25 | 4.6% | 0.1% | ||
| Q4 24 | 7.0% | 0.2% | ||
| Q3 24 | 6.9% | 0.2% | ||
| Q2 24 | 5.7% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.91× | ||
| Q3 25 | 5.91× | 3.10× | ||
| Q2 25 | 2.08× | 1.32× | ||
| Q1 25 | 2.57× | 0.30× | ||
| Q4 24 | 2.74× | 1.27× | ||
| Q3 24 | 2.88× | 3.87× | ||
| Q2 24 | 2.73× | 3.44× |
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% |
THG
| Premiums earned | $1.6B | 92% |
| Other | $124.6M | 7% |
| Fees and other income | $6.2M | 0% |
