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阿拉斯加航空集团（ALK）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
阿拉斯加航空集团的季度营收约是Post Holdings, Inc.的1.5倍（$3.3B vs $2.2B），Post Holdings, Inc.净利率更高（4.5% vs -5.8%，领先10.3%），Post Holdings, Inc.同比增速更快（10.1% vs 5.2%），过去两年阿拉斯加航空集团的营收复合增速更高（6.7% vs 4.3%）
阿拉斯加航空集团是总部位于美国华盛顿州西塔科的航空控股企业，旗下拥有阿拉斯加航空、夏威夷航空两家干线航司，以及区域航司地平线航空，阿拉斯加航空还全资控股飞机地面服务提供商麦吉航空服务。
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。
ALK vs POST — 直观对比
营收规模更大
ALK
是对方的1.5倍
$2.2B
营收增速更快
POST
高出4.9%
5.2%
净利率更高
POST
高出10.3%
-5.8%
两年增速更快
ALK
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.2B |
| 净利润 | $-193.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | — | 11.0% |
| 净利率 | -5.8% | 4.5% |
| 营收同比 | 5.2% | 10.1% |
| 净利润同比 | -16.3% | -14.6% |
| 每股收益（稀释后） | $-1.69 | $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ALKPOST
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.6B | $2.2B | ||
| Q3 25 | $3.8B | $2.2B | ||
| Q2 25 | $3.7B | $2.0B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $3.5B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $2.9B | $1.9B |
净利润ALKPOST
| Q1 26 | $-193.0M | — | ||
| Q4 25 | $21.0M | $96.8M | ||
| Q3 25 | $73.0M | $51.0M | ||
| Q2 25 | $172.0M | $108.8M | ||
| Q1 25 | $-166.0M | $62.6M | ||
| Q4 24 | $71.0M | $113.3M | ||
| Q3 24 | $236.0M | $81.6M | ||
| Q2 24 | $220.0M | $99.8M |
毛利率ALKPOST
| Q1 26 | — | — | ||
| 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% |
营业利润率ALKPOST
| Q1 26 | — | — | ||
| Q4 25 | 2.1% | 11.0% | ||
| Q3 25 | 3.9% | 7.5% | ||
| Q2 25 | 7.5% | 11.8% | ||
| Q1 25 | -6.3% | 9.3% | ||
| Q4 24 | 2.1% | 10.8% | ||
| Q3 24 | 11.1% | 9.5% | ||
| Q2 24 | 11.1% | 10.4% |
净利率ALKPOST
| Q1 26 | -5.8% | — | ||
| Q4 25 | 0.6% | 4.5% | ||
| Q3 25 | 1.9% | 2.3% | ||
| Q2 25 | 4.6% | 5.5% | ||
| Q1 25 | -5.3% | 3.2% | ||
| Q4 24 | 2.0% | 5.7% | ||
| Q3 24 | 7.7% | 4.1% | ||
| Q2 24 | 7.6% | 5.1% |
每股收益（稀释后）ALKPOST
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $1.71 | ||
| Q3 25 | $0.62 | $0.91 | ||
| Q2 25 | $1.42 | $1.79 | ||
| Q1 25 | $-1.35 | $1.03 | ||
| Q4 24 | $0.58 | $1.78 | ||
| Q3 24 | $1.84 | $1.28 | ||
| Q2 24 | $1.71 | $1.53 |
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 | $451.0M | $279.3M |
| 总债务越低越好 | $5.3B | $7.5B |
| 股东权益账面价值 | $3.7B | $3.5B |
| 总资产 | $20.3B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.43× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资ALKPOST
| Q1 26 | $451.0M | — | ||
| Q4 25 | $627.0M | $279.3M | ||
| Q3 25 | $2.3B | $176.7M | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.5B | $617.6M | ||
| Q4 24 | $2.5B | $872.9M | ||
| Q3 24 | $2.5B | $787.4M | ||
| Q2 24 | $2.5B | $333.8M |
总债务ALKPOST
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | $7.5B | ||
| Q3 25 | $5.0B | $7.4B | ||
| Q2 25 | $4.9B | $7.3B | ||
| Q1 25 | $4.8B | $6.9B | ||
| Q4 24 | $4.5B | $6.9B | ||
| Q3 24 | $4.6B | $6.8B | ||
| Q2 24 | $2.7B | $6.4B |
股东权益ALKPOST
| Q1 26 | $3.7B | — | ||
| Q4 25 | $4.1B | $3.5B | ||
| Q3 25 | $4.0B | $3.8B | ||
| Q2 25 | $3.9B | $4.0B | ||
| Q1 25 | $4.1B | $3.8B | ||
| Q4 24 | $4.4B | $3.9B | ||
| Q3 24 | $4.5B | $4.1B | ||
| Q2 24 | $4.2B | $3.9B |
总资产ALKPOST
| Q1 26 | $20.3B | — | ||
| Q4 25 | $20.4B | $13.0B | ||
| Q3 25 | $20.0B | $13.5B | ||
| Q2 25 | $19.9B | $13.4B | ||
| Q1 25 | $19.8B | $12.8B | ||
| Q4 24 | $19.8B | $12.8B | ||
| Q3 24 | $19.6B | $12.9B | ||
| Q2 24 | $15.3B | $12.1B |
负债/权益比ALKPOST
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | 2.16× | ||
| Q3 25 | 1.24× | 1.98× | ||
| Q2 25 | 1.26× | 1.84× | ||
| Q1 25 | 1.16× | 1.81× | ||
| Q4 24 | 1.04× | 1.79× | ||
| Q3 24 | 1.03× | 1.67× | ||
| Q2 24 | 0.63× | 1.62× |
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 | $229.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | — | $119.3M |
| 自由现金流率自由现金流/营收 | — | 5.5% |
| 资本支出强度资本支出/营收 | 10.2% | 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ALKPOST
| Q1 26 | $229.0M | — | ||
| Q4 25 | $185.0M | $235.7M | ||
| Q3 25 | $229.0M | $301.3M | ||
| Q2 25 | $376.0M | $225.9M | ||
| Q1 25 | $459.0M | $160.7M | ||
| Q4 24 | $274.0M | $310.4M | ||
| Q3 24 | $318.0M | $235.4M | ||
| Q2 24 | $580.0M | $272.3M |
自由现金流ALKPOST
| Q1 26 | — | — | ||
| 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 |
自由现金流率ALKPOST
| Q1 26 | — | — | ||
| 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% |
资本支出强度ALKPOST
| Q1 26 | 10.2% | — | ||
| 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% |
现金转化率ALKPOST
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | 2.43× | ||
| Q3 25 | 3.14× | 5.91× | ||
| Q2 25 | 2.19× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 3.86× | 2.74× | ||
| Q3 24 | 1.35× | 2.88× | ||
| Q2 24 | 2.64× | 2.73× |
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
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
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% |
