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Forafric Global PLC(AFRI)与Post Holdings, Inc.(POST)财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是Forafric Global PLC的13.6倍($2.2B vs $159.7M)。Post Holdings, Inc.净利率更高(4.5% vs -7.5%,领先12.0%)。Post Holdings, Inc.自由现金流更多($119.3M vs $146.0K)
Forafric Global PLC是一家聚焦非洲市场的农业综合企业,业务覆盖农产品生产、加工、分销全价值链,主营谷物、植物油等主食产品,核心市场为北非和西非地区,服务多领域客户,助力区域粮食安全保障。
Post Holdings, Inc.是美国头部包装消费品食品生产商,旗下拥有知名食品业务板块Post Consumer Brands,总部坐落于明尼苏达州莱克维尔,其生产的食品类快消品覆盖北美及全球多个市场,深受消费者喜爱。
AFRI vs POST — 直观对比
营收规模更大
POST
是对方的13.6倍
$159.7M
净利率更高
POST
高出12.0%
-7.5%
自由现金流更多
POST
多$119.2M
$146.0K
损益表 — Q2 2025 vs Q1 2026
| 指标 | ||
|---|---|---|
| 营收 | $159.7M | $2.2B |
| 净利润 | $-12.0M | $96.8M |
| 毛利率 | 10.7% | 29.4% |
| 营业利润率 | -2.5% | 11.0% |
| 净利率 | -7.5% | 4.5% |
| 营收同比 | — | 10.1% |
| 净利润同比 | — | -14.6% |
| 每股收益(稀释后) | — | $1.71 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
AFRI
POST
| Q4 25 | — | $2.2B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $159.7M | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | $145.6M | $1.9B | ||
| Q1 24 | — | $2.0B |
净利润
AFRI
POST
| Q4 25 | — | $96.8M | ||
| Q3 25 | — | $51.0M | ||
| Q2 25 | $-12.0M | $108.8M | ||
| Q1 25 | — | $62.6M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | — | $81.6M | ||
| Q2 24 | $-8.6M | $99.8M | ||
| Q1 24 | — | $97.2M |
毛利率
AFRI
POST
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | 10.7% | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | 9.4% | 29.6% | ||
| Q1 24 | — | 29.0% |
营业利润率
AFRI
POST
| Q4 25 | — | 11.0% | ||
| Q3 25 | — | 7.5% | ||
| Q2 25 | -2.5% | 11.8% | ||
| Q1 25 | — | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 9.5% | ||
| Q2 24 | -0.9% | 10.4% | ||
| Q1 24 | — | 9.5% |
净利率
AFRI
POST
| Q4 25 | — | 4.5% | ||
| Q3 25 | — | 2.3% | ||
| Q2 25 | -7.5% | 5.5% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | — | 4.1% | ||
| Q2 24 | -5.9% | 5.1% | ||
| Q1 24 | — | 4.9% |
每股收益(稀释后)
AFRI
POST
| Q4 25 | — | $1.71 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $1.53 | ||
| Q1 24 | — | $1.48 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $12.2M | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $5.3M | $3.5B |
| 总资产 | $246.1M | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势,按日历期对齐
现金及短期投资
AFRI
POST
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | $12.2M | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | $16.4M | $333.8M | ||
| Q1 24 | — | $333.4M |
总债务
AFRI
POST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | $18.4M | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益
AFRI
POST
| Q4 25 | — | $3.5B | ||
| Q3 25 | — | $3.8B | ||
| Q2 25 | $5.3M | $4.0B | ||
| Q1 25 | — | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | — | $4.1B | ||
| Q2 24 | $16.3M | $3.9B | ||
| Q1 24 | — | $4.0B |
总资产
AFRI
POST
| Q4 25 | — | $13.0B | ||
| Q3 25 | — | $13.5B | ||
| Q2 25 | $246.1M | $13.4B | ||
| Q1 25 | — | $12.8B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | — | $12.9B | ||
| Q2 24 | $287.1M | $12.1B | ||
| Q1 24 | — | $12.2B |
负债/权益比
AFRI
POST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | 1.13× | 1.62× | ||
| Q1 24 | — | 1.61× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $706.0K | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $146.0K | $119.3M |
| 自由现金流率自由现金流/营收 | 0.1% | 5.5% |
| 资本支出强度资本支出/营收 | 0.4% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | — | $436.0M |
8季度趋势,按日历期对齐
经营现金流
AFRI
POST
| Q4 25 | — | $235.7M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | $706.0K | $225.9M | ||
| Q1 25 | — | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | — | $235.4M | ||
| Q2 24 | $10.5M | $272.3M | ||
| Q1 24 | — | $249.6M |
自由现金流
AFRI
POST
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | $146.0K | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | $6.4M | $161.5M | ||
| Q1 24 | — | $150.9M |
自由现金流率
AFRI
POST
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | 0.1% | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | 4.4% | 8.3% | ||
| Q1 24 | — | 7.5% |
资本支出强度
AFRI
POST
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | 0.4% | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | 2.8% | 5.7% | ||
| Q1 24 | — | 4.9% |
现金转化率
AFRI
POST
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | — | 2.57× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AFRI
| Sales to external customers, Total | $159.7M | 100% |
| Couscous & Pasta | $934.0K | 1% |
| Soft Wheat | $393.0K | 0% |
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% |