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Post Holdings, Inc.（POST）とUnited Rentals（URI）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
United Rentalsの直近四半期売上が大きい（$4.0B vs $2.2B、Post Holdings, Inc.の約1.8倍）。United Rentalsの純利益率が高く（13.3% vs 4.5%、差は8.9%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 7.2%）。United Rentalsの直近四半期フリーキャッシュフローが多い（$1.1B vs $119.3M）。過去8四半期でUnited Rentalsの売上複合成長率が高い（114.0% 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。
United Rentals, Inc.は米国の機器レンタル企業で、2022年時点で北米市場の約16%のシェアを獲得しています。2025年現在、約4800種類、総原価約205.9億米ドルの世界最大のレンタル機器群を保有し、北米、欧州、オーストラリア、ニュージーランドに計1625の拠点を構えています。
POST vs URI — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $4.0B |
| 純利益 | $96.8M | $531.0M |
| 粗利率 | 29.4% | 36.9% |
| 営業利益率 | 11.0% | 21.8% |
| 純利益率 | 4.5% | 13.3% |
| 売上前年比 | 10.1% | 7.2% |
| 純利益前年比 | -14.6% | — |
| EPS（希薄化後） | $1.71 | $8.43 |
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 | — | $4.0B | ||
| Q4 25 | $2.2B | $992.0M | ||
| Q3 25 | $2.2B | $938.0M | ||
| Q2 25 | $2.0B | $872.0M | ||
| Q1 25 | $2.0B | $893.0M | ||
| Q4 24 | $2.0B | $1.0B | ||
| Q3 24 | $2.0B | $874.0M | ||
| Q2 24 | $1.9B | $870.0M |
| Q1 26 | — | $531.0M | ||
| Q4 25 | $96.8M | $653.0M | ||
| Q3 25 | $51.0M | $701.0M | ||
| Q2 25 | $108.8M | $622.0M | ||
| Q1 25 | $62.6M | $518.0M | ||
| Q4 24 | $113.3M | $689.0M | ||
| Q3 24 | $81.6M | $708.0M | ||
| Q2 24 | $99.8M | $636.0M |
| Q1 26 | — | 36.9% | ||
| 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 | — | 21.8% | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | 90.0% | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | — |
| Q1 26 | — | 13.3% | ||
| Q4 25 | 4.5% | 65.8% | ||
| Q3 25 | 2.3% | 74.7% | ||
| Q2 25 | 5.5% | 71.3% | ||
| Q1 25 | 3.2% | 58.0% | ||
| Q4 24 | 5.7% | 67.6% | ||
| Q3 24 | 4.1% | 81.0% | ||
| Q2 24 | 5.1% | 73.1% |
| Q1 26 | — | $8.43 | ||
| Q4 25 | $1.71 | $10.20 | ||
| Q3 25 | $0.91 | $10.91 | ||
| Q2 25 | $1.79 | $9.59 | ||
| Q1 25 | $1.03 | $7.91 | ||
| Q4 24 | $1.78 | $10.41 | ||
| Q3 24 | $1.28 | $10.70 | ||
| Q2 24 | $1.53 | $9.54 |
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 | $156.0M |
| 総負債低いほど良い | $7.5B | $13.9B |
| 株主資本純資産 | $3.5B | $9.0B |
| 総資産 | $13.0B | $29.9B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 1.55× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $156.0M | ||
| Q4 25 | $279.3M | $459.0M | ||
| Q3 25 | $176.7M | $512.0M | ||
| Q2 25 | $1.1B | $548.0M | ||
| Q1 25 | $617.6M | $542.0M | ||
| Q4 24 | $872.9M | $457.0M | ||
| Q3 24 | $787.4M | $479.0M | ||
| Q2 24 | $333.8M | $467.0M |
| Q1 26 | — | $13.9B | ||
| Q4 25 | $7.5B | $12.7B | ||
| Q3 25 | $7.4B | $12.6B | ||
| Q2 25 | $7.3B | $12.1B | ||
| Q1 25 | $6.9B | $11.5B | ||
| Q4 24 | $6.9B | $12.2B | ||
| Q3 24 | $6.8B | $11.9B | ||
| Q2 24 | $6.4B | $11.5B |
| Q1 26 | — | $9.0B | ||
| Q4 25 | $3.5B | $9.0B | ||
| Q3 25 | $3.8B | $9.0B | ||
| Q2 25 | $4.0B | $9.0B | ||
| Q1 25 | $3.8B | $8.8B | ||
| Q4 24 | $3.9B | $8.6B | ||
| Q3 24 | $4.1B | $8.6B | ||
| Q2 24 | $3.9B | $8.3B |
| Q1 26 | — | $29.9B | ||
| Q4 25 | $13.0B | $29.9B | ||
| Q3 25 | $13.5B | $30.1B | ||
| Q2 25 | $13.4B | $29.2B | ||
| Q1 25 | $12.8B | $28.1B | ||
| Q4 24 | $12.8B | $28.2B | ||
| Q3 24 | $12.9B | $28.4B | ||
| Q2 24 | $12.1B | $27.6B |
| Q1 26 | — | 1.55× | ||
| Q4 25 | 2.16× | 1.41× | ||
| Q3 25 | 1.98× | 1.40× | ||
| Q2 25 | 1.84× | 1.34× | ||
| Q1 25 | 1.81× | 1.31× | ||
| Q4 24 | 1.79× | 1.42× | ||
| Q3 24 | 1.67× | 1.38× | ||
| Q2 24 | 1.62× | 1.39× |
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 | $1.5B |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $1.1B |
| FCFマージンFCF / 売上 | 5.5% | 26.4% |
| 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× | 2.85× |
| 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 | — | $1.5B | ||
| Q4 25 | $235.7M | $1.3B | ||
| Q3 25 | $301.3M | $1.2B | ||
| Q2 25 | $225.9M | $1.3B | ||
| Q1 25 | $160.7M | $1.4B | ||
| Q4 24 | $310.4M | $1.0B | ||
| Q3 24 | $235.4M | $1.2B | ||
| Q2 24 | $272.3M | $1.3B |
| Q1 26 | — | $1.1B | ||
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | $471.0M | ||
| Q3 24 | $96.2M | $-168.0M | ||
| Q2 24 | $161.5M | $-263.0M |
| Q1 26 | — | 26.4% | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | 46.2% | ||
| Q3 24 | 4.8% | -19.2% | ||
| Q2 24 | 8.3% | -30.2% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | 56.6% | ||
| Q3 24 | 6.9% | 157.0% | ||
| Q2 24 | 5.7% | 175.6% |
| Q1 26 | — | 2.85× | ||
| Q4 25 | 2.43× | 1.92× | ||
| Q3 25 | 5.91× | 1.68× | ||
| Q2 25 | 2.08× | 2.14× | ||
| Q1 25 | 2.57× | 2.75× | ||
| Q4 24 | 2.74× | 1.52× | ||
| Q3 24 | 2.88× | 1.70× | ||
| Q2 24 | 2.73× | 1.99× |
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% |
URI
| Equipment rentals | $3.4B | 86% |
| Sales of rental equipment | $350.0M | 9% |
| Service and other revenues | $92.0M | 2% |
| Sales of new equipment | $84.0M | 2% |
| Contractor supplies sales | $40.0M | 1% |
