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Post Holdings, Inc.（POST）とWHITE MOUNTAINS INSURANCE GROUP LTD（WTM）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 $1.6B、WHITE MOUNTAINS INSURANCE GROUP LTDの約1.4倍）。WHITE MOUNTAINS INSURANCE GROUP LTDの純利益率が高く（52.1% vs 4.5%、差は47.7%）。WHITE MOUNTAINS INSURANCE GROUP LTDの前年同期比売上増加率が高い（348.0% vs 10.1%）。過去8四半期でWHITE MOUNTAINS INSURANCE GROUP LTDの売上複合成長率が高い（57.4% 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。
ホワイトマウンテンズ保険グループは多様な保険・関連金融サービスを扱う持株会社で、本拠地はバミューダのハミルトンに所在します。1999年10月25日に米国デラウェア州から登記地を移転し、事業の大半は保険子会社や関連会社を通じて展開しています。
POST vs WTM — 直接比較
損益計算書 — Q1 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $2.2B | $1.6B |
| 純利益 | $96.8M | $835.8M |
| 粗利率 | 29.4% | 97.1% |
| 営業利益率 | 11.0% | 56.2% |
| 純利益率 | 4.5% | 52.1% |
| 売上前年比 | 10.1% | 348.0% |
| 純利益前年比 | -14.6% | 741.0% |
| EPS（希薄化後） | $1.71 | $325.02 |
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
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $864.2M | ||
| Q2 25 | $2.0B | $689.2M | ||
| Q1 25 | $2.0B | $577.8M | ||
| Q4 24 | $2.0B | $358.0M | ||
| Q3 24 | $2.0B | $839.1M | ||
| Q2 24 | $1.9B | $395.4M | ||
| Q1 24 | $2.0B | $647.3M |
| Q4 25 | $96.8M | $835.8M | ||
| Q3 25 | $51.0M | $113.8M | ||
| Q2 25 | $108.8M | $122.9M | ||
| Q1 25 | $62.6M | $33.9M | ||
| Q4 24 | $113.3M | $-130.4M | ||
| Q3 24 | $81.6M | $179.0M | ||
| Q2 24 | $99.8M | $-54.6M | ||
| Q1 24 | $97.2M | $236.4M |
| Q4 25 | 29.4% | 97.1% | ||
| Q3 25 | 26.8% | 93.6% | ||
| Q2 25 | 30.0% | 93.8% | ||
| Q1 25 | 28.0% | 98.7% | ||
| Q4 24 | 30.1% | 97.9% | ||
| Q3 24 | 28.6% | 99.1% | ||
| Q2 24 | 29.6% | 98.2% | ||
| Q1 24 | 29.0% | 98.8% |
| Q4 25 | 11.0% | 56.2% | ||
| Q3 25 | 7.5% | 20.7% | ||
| Q2 25 | 11.8% | 25.6% | ||
| Q1 25 | 9.3% | 12.5% | ||
| Q4 24 | 10.8% | -33.7% | ||
| Q3 24 | 9.5% | 28.5% | ||
| Q2 24 | 10.4% | -8.8% | ||
| Q1 24 | 9.5% | 35.9% |
| Q4 25 | 4.5% | 52.1% | ||
| Q3 25 | 2.3% | 13.2% | ||
| Q2 25 | 5.5% | 17.8% | ||
| Q1 25 | 3.2% | 5.9% | ||
| Q4 24 | 5.7% | -36.4% | ||
| Q3 24 | 4.1% | 21.3% | ||
| Q2 24 | 5.1% | -13.8% | ||
| Q1 24 | 4.9% | 36.5% |
| Q4 25 | $1.71 | $325.02 | ||
| Q3 25 | $0.91 | $44.18 | ||
| Q2 25 | $1.79 | $47.75 | ||
| Q1 25 | $1.03 | $13.19 | ||
| Q4 24 | $1.78 | $-50.98 | ||
| Q3 24 | $1.28 | $69.68 | ||
| Q2 24 | $1.53 | $-21.24 | ||
| Q1 24 | $1.48 | $92.33 |
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 | $837.0M |
| 株主資本純資産 | $3.5B | $5.4B |
| 総資産 | $13.0B | $12.3B |
| 負債/資本比率低いほどレバレッジが低い | 2.16× | 0.15× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | — | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — | ||
| Q1 24 | $333.4M | — |
| Q4 25 | $7.5B | $837.0M | ||
| Q3 25 | $7.4B | $870.4M | ||
| Q2 25 | $7.3B | $694.6M | ||
| Q1 25 | $6.9B | $676.1M | ||
| Q4 24 | $6.9B | $562.5M | ||
| Q3 24 | $6.8B | $544.9M | ||
| Q2 24 | $6.4B | $530.2M | ||
| Q1 24 | $6.4B | $532.1M |
| Q4 25 | $3.5B | $5.4B | ||
| Q3 25 | $3.8B | $4.8B | ||
| Q2 25 | $4.0B | $4.6B | ||
| Q1 25 | $3.8B | $4.5B | ||
| Q4 24 | $3.9B | $4.5B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $3.9B | $4.4B | ||
| Q1 24 | $4.0B | $4.5B |
| Q4 25 | $13.0B | $12.3B | ||
| Q3 25 | $13.5B | $12.3B | ||
| Q2 25 | $13.4B | $11.8B | ||
| Q1 25 | $12.8B | $11.0B | ||
| Q4 24 | $12.8B | $9.9B | ||
| Q3 24 | $12.9B | $10.3B | ||
| Q2 24 | $12.1B | $10.2B | ||
| Q1 24 | $12.2B | $9.6B |
| Q4 25 | 2.16× | 0.15× | ||
| Q3 25 | 1.98× | 0.18× | ||
| Q2 25 | 1.84× | 0.15× | ||
| Q1 25 | 1.81× | 0.15× | ||
| Q4 24 | 1.79× | 0.13× | ||
| Q3 24 | 1.67× | 0.12× | ||
| Q2 24 | 1.62× | 0.12× | ||
| Q1 24 | 1.61× | 0.12× |
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 | $53.9M |
| 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× | 0.06× |
| 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
| Q4 25 | $235.7M | $53.9M | ||
| Q3 25 | $301.3M | $359.3M | ||
| Q2 25 | $225.9M | $177.5M | ||
| Q1 25 | $160.7M | $-40.2M | ||
| Q4 24 | $310.4M | $64.1M | ||
| Q3 24 | $235.4M | $269.4M | ||
| Q2 24 | $272.3M | $216.8M | ||
| Q1 24 | $249.6M | $36.5M |
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | — | ||
| Q3 24 | $96.2M | — | ||
| Q2 24 | $161.5M | — | ||
| Q1 24 | $150.9M | — |
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 8.3% | — | ||
| Q1 24 | 7.5% | — |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.7% | — | ||
| Q1 24 | 4.9% | — |
| Q4 25 | 2.43× | 0.06× | ||
| Q3 25 | 5.91× | 3.16× | ||
| Q2 25 | 2.08× | 1.44× | ||
| Q1 25 | 2.57× | -1.19× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.51× | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | 0.15× |
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% |
WTM
セグメントデータなし
