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Post Holdings, Inc.（POST）とTaylor Morrison Home Corp（TMHC）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、Taylor Morrison Home Corpの約1.6倍）。Taylor Morrison Home Corpの純利益率が高く（7.1% vs 4.5%、差は2.7%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -26.8%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -16.5%）
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。
テイラー・モリソン・ホーム社は米国最大級の住宅建設会社で、本社はアリゾナ州スコッツデールに所在します。2007年7月にテイラー・ウッドローとモリソン・ホームズが合併して設立され、アリゾナ、カリフォルニア、テキサスなど10以上の州で事業を展開し、初回購入向け、中間層向け、中高級層向けの多様な住宅を提供しています。
POST vs TMHC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.4B |
| 純利益 | $96.8M | $98.6M |
| 粗利率 | 29.4% | 21.0% |
| 営業利益率 | 11.0% | — |
| 純利益率 | 4.5% | 7.1% |
| 売上前年比 | 10.1% | -26.8% |
| 純利益前年比 | -14.6% | -53.8% |
| EPS（希薄化後） | $1.71 | $1.12 |
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 | — | $1.4B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | — | $98.6M | ||
| Q4 25 | $96.8M | $174.0M | ||
| Q3 25 | $51.0M | $201.4M | ||
| Q2 25 | $108.8M | $193.6M | ||
| Q1 25 | $62.6M | $213.5M | ||
| Q4 24 | $113.3M | $242.5M | ||
| Q3 24 | $81.6M | $251.1M | ||
| Q2 24 | $99.8M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | 29.4% | 22.0% | ||
| Q3 25 | 26.8% | 22.7% | ||
| Q2 25 | 30.0% | 23.0% | ||
| Q1 25 | 28.0% | 24.4% | ||
| Q4 24 | 30.1% | 23.9% | ||
| Q3 24 | 28.6% | 25.0% | ||
| Q2 24 | 29.6% | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | — |
| Q1 26 | — | 7.1% | ||
| Q4 25 | 4.5% | 8.3% | ||
| Q3 25 | 2.3% | 9.6% | ||
| Q2 25 | 5.5% | 9.5% | ||
| Q1 25 | 3.2% | 11.3% | ||
| Q4 24 | 5.7% | 10.3% | ||
| Q3 24 | 4.1% | 11.8% | ||
| Q2 24 | 5.1% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.71 | $1.77 | ||
| Q3 25 | $0.91 | $2.01 | ||
| Q2 25 | $1.79 | $1.92 | ||
| Q1 25 | $1.03 | $2.07 | ||
| Q4 24 | $1.78 | $2.29 | ||
| Q3 24 | $1.28 | $2.37 | ||
| Q2 24 | $1.53 | $1.86 |
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 | $652.9M |
| 総負債低いほど良い | $7.5B | — |
| 株主資本純資産 | $3.5B | $6.2B |
| 総資産 | $13.0B | $9.8B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | — |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $652.9M | ||
| Q4 25 | $279.3M | $850.0M | ||
| Q3 25 | $176.7M | $370.6M | ||
| Q2 25 | $1.1B | $130.2M | ||
| Q1 25 | $617.6M | $377.8M | ||
| Q4 24 | $872.9M | $487.2M | ||
| Q3 24 | $787.4M | $256.4M | ||
| Q2 24 | $333.8M | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.2B | ||
| Q2 25 | $7.3B | $2.1B | ||
| Q1 25 | $6.9B | $2.1B | ||
| Q4 24 | $6.9B | $2.1B | ||
| Q3 24 | $6.8B | $2.1B | ||
| Q2 24 | $6.4B | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.5B | $6.3B | ||
| Q3 25 | $3.8B | $6.2B | ||
| Q2 25 | $4.0B | $6.1B | ||
| Q1 25 | $3.8B | $6.0B | ||
| Q4 24 | $3.9B | $5.9B | ||
| Q3 24 | $4.1B | $5.7B | ||
| Q2 24 | $3.9B | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | $13.0B | $9.8B | ||
| Q3 25 | $13.5B | $9.6B | ||
| Q2 25 | $13.4B | $9.5B | ||
| Q1 25 | $12.8B | $9.4B | ||
| Q4 24 | $12.8B | $9.3B | ||
| Q3 24 | $12.9B | $9.3B | ||
| Q2 24 | $12.1B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.36× | ||
| Q3 25 | 1.98× | 0.35× | ||
| Q2 25 | 1.84× | 0.35× | ||
| Q1 25 | 1.81× | 0.35× | ||
| Q4 24 | 1.79× | 0.36× | ||
| Q3 24 | 1.67× | 0.37× | ||
| Q2 24 | 1.62× | 0.39× |
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 | $646.4M | ||
| Q3 25 | $301.3M | $219.6M | ||
| Q2 25 | $225.9M | $-126.0M | ||
| Q1 25 | $160.7M | $77.2M | ||
| Q4 24 | $310.4M | $438.2M | ||
| Q3 24 | $235.4M | $135.9M | ||
| Q2 24 | $272.3M | $-233.3M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $635.3M | ||
| Q3 25 | $151.6M | $206.6M | ||
| Q2 25 | $94.9M | $-133.6M | ||
| Q1 25 | $70.2M | $68.7M | ||
| Q4 24 | $171.4M | $428.2M | ||
| Q3 24 | $96.2M | $127.1M | ||
| Q2 24 | $161.5M | $-241.7M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 30.3% | ||
| Q3 25 | 6.7% | 9.9% | ||
| Q2 25 | 4.8% | -6.6% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | 8.7% | 18.2% | ||
| Q3 24 | 4.8% | 6.0% | ||
| Q2 24 | 8.3% | -12.1% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.5% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 6.6% | 0.4% | ||
| Q1 25 | 4.6% | 0.4% | ||
| Q4 24 | 7.0% | 0.4% | ||
| Q3 24 | 6.9% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 3.71× | ||
| Q3 25 | 5.91× | 1.09× | ||
| Q2 25 | 2.08× | -0.65× | ||
| Q1 25 | 2.57× | 0.36× | ||
| Q4 24 | 2.74× | 1.81× | ||
| Q3 24 | 2.88× | 0.54× | ||
| Q2 24 | 2.73× | -1.17× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
