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Post Holdings, Inc.（POST）とバルカン・マテリアルズ（VMC）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 $1.8B、バルカン・マテリアルズの約1.2倍）。バルカン・マテリアルズの純利益率が高く（9.4% vs 4.5%、差は4.9%）。Post Holdings, Inc.の前年同期比売上増加率が高い（10.1% vs 7.4%）。過去8四半期でPost Holdings, Inc.の売上複合成長率が高い（4.3% vs -6.6%）
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。
バルカン・マテリアルズ社は米国アラバマ州バーミンガムに本社を置く建設素材企業で、砂利・砕石・砂を主力とする米国最大の建設素材生産業者です。400超の拠点に約1万2000人の従業員を擁し、米国22州・ワシントンD.C.やメキシコ、カナダ、バハマ、米領バージン諸島で事業を展開しています。
POST vs VMC — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.8B |
| 純利益 | $96.8M | $165.0M |
| 粗利率 | 29.4% | 24.1% |
| 営業利益率 | 11.0% | 15.1% |
| 純利益率 | 4.5% | 9.4% |
| 売上前年比 | 10.1% | 7.4% |
| 純利益前年比 | -14.6% | 27.9% |
| 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 | — | $1.8B | ||
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $2.3B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | — | $165.0M | ||
| Q4 25 | $96.8M | $252.0M | ||
| Q3 25 | $51.0M | $374.9M | ||
| Q2 25 | $108.8M | $320.9M | ||
| Q1 25 | $62.6M | $128.9M | ||
| Q4 24 | $113.3M | $293.6M | ||
| Q3 24 | $81.6M | $207.6M | ||
| Q2 24 | $99.8M | $308.0M |
| Q1 26 | — | 24.1% | ||
| Q4 25 | 29.4% | 25.5% | ||
| Q3 25 | 26.8% | 30.4% | ||
| Q2 25 | 30.0% | 29.7% | ||
| Q1 25 | 28.0% | 22.3% | ||
| Q4 24 | 30.1% | 29.0% | ||
| Q3 24 | 28.6% | 28.2% | ||
| Q2 24 | 29.6% | 29.4% |
| Q1 26 | — | 15.1% | ||
| Q4 25 | 11.0% | 19.8% | ||
| Q3 25 | 7.5% | 23.7% | ||
| Q2 25 | 11.8% | 22.4% | ||
| Q1 25 | 9.3% | 13.9% | ||
| Q4 24 | 10.8% | 21.6% | ||
| Q3 24 | 9.5% | 16.8% | ||
| Q2 24 | 10.4% | 22.5% |
| Q1 26 | — | 9.4% | ||
| Q4 25 | 4.5% | 13.2% | ||
| Q3 25 | 2.3% | 16.4% | ||
| Q2 25 | 5.5% | 15.3% | ||
| Q1 25 | 3.2% | 7.9% | ||
| Q4 24 | 5.7% | 15.8% | ||
| Q3 24 | 4.1% | 10.4% | ||
| Q2 24 | 5.1% | 15.3% |
| Q1 26 | — | — | ||
| Q4 25 | $1.71 | $1.90 | ||
| Q3 25 | $0.91 | $2.82 | ||
| Q2 25 | $1.79 | $2.42 | ||
| Q1 25 | $1.03 | $0.97 | ||
| Q4 24 | $1.78 | $2.21 | ||
| Q3 24 | $1.28 | $1.56 | ||
| Q2 24 | $1.53 | $2.31 |
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 | $140.2M |
| 総負債低いほど良い | $7.5B | $4.4B |
| 株主資本純資産 | $3.5B | $8.5B |
| 総資産 | $13.0B | $16.7B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.51× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | $140.2M | ||
| Q4 25 | $279.3M | $183.3M | ||
| Q3 25 | $176.7M | $191.3M | ||
| Q2 25 | $1.1B | $347.4M | ||
| Q1 25 | $617.6M | $181.3M | ||
| Q4 24 | $872.9M | $559.7M | ||
| Q3 24 | $787.4M | $433.2M | ||
| Q2 24 | $333.8M | $111.0M |
| Q1 26 | — | $4.4B | ||
| Q4 25 | $7.5B | $4.4B | ||
| Q3 25 | $7.4B | $4.4B | ||
| Q2 25 | $7.3B | $4.4B | ||
| Q1 25 | $6.9B | $4.9B | ||
| Q4 24 | $6.9B | $5.3B | ||
| Q3 24 | $6.8B | $3.3B | ||
| Q2 24 | $6.4B | $3.3B |
| Q1 26 | — | $8.5B | ||
| Q4 25 | $3.5B | $8.5B | ||
| Q3 25 | $3.8B | $8.7B | ||
| Q2 25 | $4.0B | $8.4B | ||
| Q1 25 | $3.8B | $8.1B | ||
| Q4 24 | $3.9B | $8.1B | ||
| Q3 24 | $4.1B | $7.9B | ||
| Q2 24 | $3.9B | $7.7B |
| Q1 26 | — | $16.7B | ||
| Q4 25 | $13.0B | $16.7B | ||
| Q3 25 | $13.5B | $17.0B | ||
| Q2 25 | $13.4B | $17.0B | ||
| Q1 25 | $12.8B | $16.7B | ||
| Q4 24 | $12.8B | $17.1B | ||
| Q3 24 | $12.9B | $14.4B | ||
| Q2 24 | $12.1B | $14.2B |
| Q1 26 | — | 0.51× | ||
| Q4 25 | 2.16× | 0.51× | ||
| Q3 25 | 1.98× | 0.50× | ||
| Q2 25 | 1.84× | 0.52× | ||
| Q1 25 | 1.81× | 0.60× | ||
| Q4 24 | 1.79× | 0.65× | ||
| Q3 24 | 1.67× | 0.42× | ||
| Q2 24 | 1.62× | 0.43× |
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 | $241.1M |
| 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× | 1.46× |
| 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 | — | $241.1M | ||
| Q4 25 | $235.7M | $543.0M | ||
| Q3 25 | $301.3M | $676.8M | ||
| Q2 25 | $225.9M | $341.7M | ||
| Q1 25 | $160.7M | $251.5M | ||
| Q4 24 | $310.4M | $440.1M | ||
| Q3 24 | $235.4M | $595.0M | ||
| Q2 24 | $272.3M | $201.1M |
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $358.2M | ||
| Q3 25 | $151.6M | $454.8M | ||
| Q2 25 | $94.9M | $238.8M | ||
| Q1 25 | $70.2M | $83.5M | ||
| Q4 24 | $171.4M | $277.6M | ||
| Q3 24 | $96.2M | $498.2M | ||
| Q2 24 | $161.5M | $9.7M |
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 18.7% | ||
| Q3 25 | 6.7% | 19.8% | ||
| Q2 25 | 4.8% | 11.4% | ||
| Q1 25 | 3.6% | 5.1% | ||
| Q4 24 | 8.7% | 15.0% | ||
| Q3 24 | 4.8% | 24.9% | ||
| Q2 24 | 8.3% | 0.5% |
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 9.7% | ||
| Q3 25 | 6.7% | 9.7% | ||
| Q2 25 | 6.6% | 4.9% | ||
| Q1 25 | 4.6% | 10.3% | ||
| Q4 24 | 7.0% | 8.8% | ||
| Q3 24 | 6.9% | 4.8% | ||
| Q2 24 | 5.7% | 9.5% |
| Q1 26 | — | 1.46× | ||
| Q4 25 | 2.43× | 2.15× | ||
| Q3 25 | 5.91× | 1.81× | ||
| Q2 25 | 2.08× | 1.06× | ||
| Q1 25 | 2.57× | 1.95× | ||
| Q4 24 | 2.74× | 1.50× | ||
| Q3 24 | 2.88× | 2.87× | ||
| Q2 24 | 2.73× | 0.65× |
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% |
VMC
セグメントデータなし
