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Post Holdings, Inc.（POST）とVeralto（VLTO）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、Veraltoの約1.5倍）。Veraltoの純利益率が高く（17.9% vs 4.5%、差は13.4%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 6.8%）。Veraltoの直近四半期フリーキャッシュフローが多い（$170.0M vs $119.3M）。過去8四半期でVeraltoの売上複合成長率が高い（6.8% 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。
Veralto社は米国マサチューセッツ州ウォルサムに本社を置くテクノロジー企業で、水質分析・水処理、マーキング・コーディング、包装・カラーマネジメント関連製品の開発・製造を主軸事業とし、世界各国の多様な業界の顧客に最適な技術製品と周辺サービスを提供している。
POST vs VLTO — 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 | $254.0M |
| 粗利率 | 29.4% | 60.1% |
| 営業利益率 | 11.0% | 23.8% |
| 純利益率 | 4.5% | 17.9% |
| 売上前年比 | 10.1% | 6.8% |
| 純利益前年比 | -14.6% | 12.9% |
| EPS（希薄化後） | $1.71 | $1.02 |
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 | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B |
| Q1 26 | — | $254.0M | ||
| Q4 25 | $96.8M | $239.0M | ||
| Q3 25 | $51.0M | $222.0M | ||
| Q2 25 | $108.8M | $225.0M | ||
| Q1 25 | $62.6M | — | ||
| Q4 24 | $113.3M | $227.0M | ||
| Q3 24 | $81.6M | $219.0M | ||
| Q2 24 | $99.8M | $203.0M |
| Q1 26 | — | 60.1% | ||
| Q4 25 | 29.4% | 60.1% | ||
| Q3 25 | 26.8% | 60.0% | ||
| Q2 25 | 30.0% | 60.4% | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | 59.6% | ||
| Q3 24 | 28.6% | 59.6% | ||
| Q2 24 | 29.6% | 60.1% |
| Q1 26 | — | 23.8% | ||
| Q4 25 | 11.0% | 23.2% | ||
| Q3 25 | 7.5% | 22.8% | ||
| Q2 25 | 11.8% | 24.2% | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.8% | 22.9% | ||
| Q3 24 | 9.5% | 23.4% | ||
| Q2 24 | 10.4% | 23.2% |
| Q1 26 | — | 17.9% | ||
| Q4 25 | 4.5% | 17.0% | ||
| Q3 25 | 2.3% | 16.2% | ||
| Q2 25 | 5.5% | 16.9% | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 5.7% | 16.9% | ||
| Q3 24 | 4.1% | 16.7% | ||
| Q2 24 | 5.1% | 15.8% |
| Q1 26 | — | $1.02 | ||
| Q4 25 | $1.71 | $0.95 | ||
| Q3 25 | $0.91 | $0.89 | ||
| Q2 25 | $1.79 | $0.90 | ||
| Q1 25 | $1.03 | — | ||
| Q4 24 | $1.78 | $0.91 | ||
| Q3 24 | $1.28 | $0.88 | ||
| Q2 24 | $1.53 | $0.81 |
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 | $1.8B | ||
| Q3 25 | $176.7M | $1.6B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | $1.1B | ||
| Q3 24 | $787.4M | $1.3B | ||
| Q2 24 | $333.8M | $1.0B |
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.7B | ||
| Q3 25 | $7.4B | $2.7B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $2.6B | ||
| Q3 24 | $6.8B | $2.6B | ||
| Q2 24 | $6.4B | $2.6B |
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $3.8B | $2.7B | ||
| Q2 25 | $4.0B | $2.3B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $2.0B | ||
| Q3 24 | $4.1B | $2.0B | ||
| Q2 24 | $3.9B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | $13.0B | $7.4B | ||
| Q3 25 | $13.5B | $7.2B | ||
| Q2 25 | $13.4B | $6.6B | ||
| Q1 25 | $12.8B | — | ||
| Q4 24 | $12.8B | $6.4B | ||
| Q3 24 | $12.9B | $6.3B | ||
| Q2 24 | $12.1B | $5.9B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.94× | ||
| Q3 25 | 1.98× | 1.01× | ||
| Q2 25 | 1.84× | 1.14× | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 1.28× | ||
| Q3 24 | 1.67× | 1.35× | ||
| Q2 24 | 1.62× | 1.57× |
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 | $182.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $119.3M | $170.0M |
| FCFマージンFCF / 売上 | 5.5% | 12.0% |
| 設備投資強度設備投資 / 売上 | 5.4% | 0.8% |
| キャッシュ転換率営業CF / 純利益 | 2.43× | 0.72× |
| 直近12ヶ月FCF直近4四半期 | $436.0M | $893.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $182.0M | ||
| Q4 25 | $235.7M | $270.0M | ||
| Q3 25 | $301.3M | $339.0M | ||
| Q2 25 | $225.9M | $157.0M | ||
| Q1 25 | $160.7M | — | ||
| Q4 24 | $310.4M | $285.0M | ||
| Q3 24 | $235.4M | $224.0M | ||
| Q2 24 | $272.3M | $251.0M |
| Q1 26 | — | $170.0M | ||
| Q4 25 | $119.3M | $258.0M | ||
| Q3 25 | $151.6M | $323.0M | ||
| Q2 25 | $94.9M | $142.0M | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | $263.0M | ||
| Q3 24 | $96.2M | $215.0M | ||
| Q2 24 | $161.5M | $240.0M |
| Q1 26 | — | 12.0% | ||
| Q4 25 | 5.5% | 18.4% | ||
| Q3 25 | 6.7% | 23.6% | ||
| Q2 25 | 4.8% | 10.7% | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | 19.6% | ||
| Q3 24 | 4.8% | 16.4% | ||
| Q2 24 | 8.3% | 18.6% |
| Q1 26 | — | 0.8% | ||
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 6.7% | 1.2% | ||
| Q2 25 | 6.6% | 1.1% | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.9% | 0.7% | ||
| Q2 24 | 5.7% | 0.9% |
| Q1 26 | — | 0.72× | ||
| Q4 25 | 2.43× | 1.13× | ||
| Q3 25 | 5.91× | 1.53× | ||
| Q2 25 | 2.08× | 0.70× | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 1.26× | ||
| Q3 24 | 2.88× | 1.02× | ||
| Q2 24 | 2.73× | 1.24× |
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% |
VLTO
セグメントデータなし
