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Post Holdings, Inc.（POST）とTarga Resources（TRGP）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
Targa Resourcesの直近四半期売上が大きい（$4.1B vs $2.2B、Post Holdings, Inc.の約1.9倍）。Targa Resourcesの純利益率が高く（11.9% vs 4.5%、差は7.5%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs -10.2%）。過去8四半期でTarga Resourcesの売上複合成長率が高い（15.9% 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。
ターガ・リソーシズ・コープは米国テキサス州ヒューストンに本社を置くフォーチュン500企業で、米国最大級の中流エネルギーインフラ事業者です。天然ガスと天然ガス液の供給を主力事業とし、事業拠点の多くをテキサス州、ルイジアナ州を中心とするメキシコ湾岸地域に置いています。2020年以降、マシュー・J・メロイが最高経営責任者を務めています。
POST vs TRGP — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $4.1B |
| 純利益 | $96.8M | $487.4M |
| 粗利率 | 29.4% | — |
| 営業利益率 | 11.0% | — |
| 純利益率 | 4.5% | 11.9% |
| 売上前年比 | 10.1% | -10.2% |
| 純利益前年比 | -14.6% | 74.2% |
| 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 | — | $4.1B | ||
| Q4 25 | $2.2B | $4.1B | ||
| Q3 25 | $2.2B | $4.2B | ||
| Q2 25 | $2.0B | $4.3B | ||
| Q1 25 | $2.0B | $4.6B | ||
| Q4 24 | $2.0B | $4.4B | ||
| Q3 24 | $2.0B | $3.9B | ||
| Q2 24 | $1.9B | $3.0B |
| Q1 26 | — | $487.4M | ||
| Q4 25 | $96.8M | $545.0M | ||
| Q3 25 | $51.0M | $478.4M | ||
| Q2 25 | $108.8M | $629.1M | ||
| Q1 25 | $62.6M | $270.5M | ||
| Q4 24 | $113.3M | $350.9M | ||
| Q3 24 | $81.6M | $387.4M | ||
| Q2 24 | $99.8M | $298.5M |
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 43.1% | ||
| Q3 25 | 26.8% | 39.6% | ||
| Q2 25 | 30.0% | 42.8% | ||
| Q1 25 | 28.0% | 28.6% | ||
| Q4 24 | 30.1% | 33.7% | ||
| Q3 24 | 28.6% | 38.6% | ||
| Q2 24 | 29.6% | 27.9% |
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 22.6% | ||
| Q3 25 | 7.5% | 20.2% | ||
| Q2 25 | 11.8% | 24.3% | ||
| Q1 25 | 9.3% | 11.9% | ||
| Q4 24 | 10.8% | 15.9% | ||
| Q3 24 | 9.5% | 18.9% | ||
| Q2 24 | 10.4% | 20.6% |
| Q1 26 | — | 11.9% | ||
| Q4 25 | 4.5% | 13.4% | ||
| Q3 25 | 2.3% | 11.5% | ||
| Q2 25 | 5.5% | 14.8% | ||
| Q1 25 | 3.2% | 5.9% | ||
| Q4 24 | 5.7% | 8.0% | ||
| Q3 24 | 4.1% | 10.1% | ||
| Q2 24 | 5.1% | 9.8% |
| Q1 26 | — | — | ||
| Q4 25 | $1.71 | $2.51 | ||
| Q3 25 | $0.91 | $2.20 | ||
| Q2 25 | $1.79 | $2.87 | ||
| Q1 25 | $1.03 | $0.91 | ||
| Q4 24 | $1.78 | $1.44 | ||
| Q3 24 | $1.28 | $1.75 | ||
| Q2 24 | $1.53 | $1.33 |
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 | — |
| 株主資本純資産 | $3.5B | — |
| 総資産 | $13.0B | — |
| 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 | — | — | ||
| Q4 25 | $279.3M | $166.1M | ||
| Q3 25 | $176.7M | $124.1M | ||
| Q2 25 | $1.1B | $113.1M | ||
| Q1 25 | $617.6M | $151.4M | ||
| Q4 24 | $872.9M | $157.3M | ||
| Q3 24 | $787.4M | $127.2M | ||
| Q2 24 | $333.8M | $166.4M |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $16.7B | ||
| Q3 25 | $7.4B | $16.7B | ||
| Q2 25 | $7.3B | $16.1B | ||
| Q1 25 | $6.9B | $15.5B | ||
| Q4 24 | $6.9B | $13.8B | ||
| Q3 24 | $6.8B | $13.6B | ||
| Q2 24 | $6.4B | $13.0B |
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.8B | $2.7B | ||
| Q2 25 | $4.0B | $2.6B | ||
| Q1 25 | $3.8B | $2.5B | ||
| Q4 24 | $3.9B | $2.6B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $3.9B | $2.5B |
| Q1 26 | — | — | ||
| Q4 25 | $13.0B | $25.2B | ||
| Q3 25 | $13.5B | $24.2B | ||
| Q2 25 | $13.4B | $23.5B | ||
| Q1 25 | $12.8B | $22.8B | ||
| Q4 24 | $12.8B | $22.7B | ||
| Q3 24 | $12.9B | $21.9B | ||
| Q2 24 | $12.1B | $21.3B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 5.43× | ||
| Q3 25 | 1.98× | 6.19× | ||
| Q2 25 | 1.84× | 6.21× | ||
| Q1 25 | 1.81× | 6.34× | ||
| Q4 24 | 1.79× | 5.32× | ||
| Q3 24 | 1.67× | 5.28× | ||
| Q2 24 | 1.62× | 5.25× |
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 | $1.5B | ||
| Q3 25 | $301.3M | $599.2M | ||
| Q2 25 | $225.9M | $858.3M | ||
| Q1 25 | $160.7M | $954.4M | ||
| Q4 24 | $310.4M | $1.3B | ||
| Q3 24 | $235.4M | $540.9M | ||
| Q2 24 | $272.3M | $904.5M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $542.3M | ||
| Q3 25 | $151.6M | $-72.6M | ||
| Q2 25 | $94.9M | $-47.8M | ||
| Q1 25 | $70.2M | $162.2M | ||
| Q4 24 | $171.4M | $601.0M | ||
| Q3 24 | $96.2M | $-287.9M | ||
| Q2 24 | $161.5M | $164.2M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 13.4% | ||
| Q3 25 | 6.7% | -1.7% | ||
| Q2 25 | 4.8% | -1.1% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | 8.7% | 13.6% | ||
| Q3 24 | 4.8% | -7.5% | ||
| Q2 24 | 8.3% | 5.4% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 23.8% | ||
| Q3 25 | 6.7% | 16.2% | ||
| Q2 25 | 6.6% | 21.3% | ||
| Q1 25 | 4.6% | 17.4% | ||
| Q4 24 | 7.0% | 16.5% | ||
| Q3 24 | 6.9% | 21.5% | ||
| Q2 24 | 5.7% | 24.3% |
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 2.76× | ||
| Q3 25 | 5.91× | 1.25× | ||
| Q2 25 | 2.08× | 1.36× | ||
| Q1 25 | 2.57× | 3.53× | ||
| Q4 24 | 2.74× | 3.78× | ||
| Q3 24 | 2.88× | 1.40× | ||
| Q2 24 | 2.73× | 3.03× |
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% |
TRGP
| Sales of commodities | $3.3B | 82% |
| Fees from midstream services | $750.1M | 18% |
