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AMN HEALTHCARE SERVICES INC（AMN）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AMN HEALTHCARE SERVICES INC的1.6倍（$2.2B vs $1.4B），AMN HEALTHCARE SERVICES INC净利率更高（4.5% vs 4.5%，领先0.1%），AMN HEALTHCARE SERVICES INC同比增速更快（100.0% vs 10.1%），过去两年AMN HEALTHCARE SERVICES INC的营收复合增速更高（36.4% vs 4.3%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
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。
AMN vs POST — 直观对比
营收规模更大
POST
是对方的1.6倍
$1.4B
营收增速更快
AMN
高出89.9%
10.1%
净利率更高
AMN
高出0.1%
4.5%
两年增速更快
AMN
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $62.2M | $96.8M |
| 毛利率 | 26.8% | 29.4% |
| 营业利润率 | 8.5% | 11.0% |
| 净利率 | 4.5% | 4.5% |
| 营收同比 | 100.0% | 10.1% |
| 净利润同比 | — | -14.6% |
| 每股收益（稀释后） | $1.59 | $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AMNPOST
| Q1 26 | $1.4B | — | ||
| Q4 25 | $748.2M | $2.2B | ||
| Q3 25 | $634.5M | $2.2B | ||
| Q2 25 | $658.2M | $2.0B | ||
| Q1 25 | $689.5M | $2.0B | ||
| Q4 24 | $734.7M | $2.0B | ||
| Q3 24 | $687.5M | $2.0B | ||
| Q2 24 | $740.7M | $1.9B |
净利润AMNPOST
| Q1 26 | $62.2M | — | ||
| Q4 25 | $-7.7M | $96.8M | ||
| Q3 25 | $29.3M | $51.0M | ||
| Q2 25 | $-116.2M | $108.8M | ||
| Q1 25 | $-1.1M | $62.6M | ||
| Q4 24 | $-187.5M | $113.3M | ||
| Q3 24 | $7.0M | $81.6M | ||
| Q2 24 | $16.2M | $99.8M |
毛利率AMNPOST
| Q1 26 | 26.8% | — | ||
| Q4 25 | 26.1% | 29.4% | ||
| Q3 25 | 29.1% | 26.8% | ||
| Q2 25 | 29.8% | 30.0% | ||
| Q1 25 | 28.7% | 28.0% | ||
| Q4 24 | 29.8% | 30.1% | ||
| Q3 24 | 31.0% | 28.6% | ||
| Q2 24 | 31.0% | 29.6% |
营业利润率AMNPOST
| Q1 26 | 8.5% | — | ||
| Q4 25 | 1.1% | 11.0% | ||
| Q3 25 | 7.5% | 7.5% | ||
| Q2 25 | -18.8% | 11.8% | ||
| Q1 25 | 1.8% | 9.3% | ||
| Q4 24 | -27.6% | 10.8% | ||
| Q3 24 | 3.2% | 9.5% | ||
| Q2 24 | 5.1% | 10.4% |
净利率AMNPOST
| Q1 26 | 4.5% | — | ||
| Q4 25 | -1.0% | 4.5% | ||
| Q3 25 | 4.6% | 2.3% | ||
| Q2 25 | -17.7% | 5.5% | ||
| Q1 25 | -0.2% | 3.2% | ||
| Q4 24 | -25.5% | 5.7% | ||
| Q3 24 | 1.0% | 4.1% | ||
| Q2 24 | 2.2% | 5.1% |
每股收益（稀释后）AMNPOST
| Q1 26 | $1.59 | — | ||
| Q4 25 | $-0.19 | $1.71 | ||
| Q3 25 | $0.76 | $0.91 | ||
| Q2 25 | $-3.02 | $1.79 | ||
| Q1 25 | $-0.03 | $1.03 | ||
| Q4 24 | $-4.90 | $1.78 | ||
| Q3 24 | $0.18 | $1.28 | ||
| Q2 24 | $0.42 | $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 | $560.7M | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | — | $3.5B |
| 总资产 | $2.6B | $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AMNPOST
| Q1 26 | $560.7M | — | ||
| Q4 25 | $34.0M | $279.3M | ||
| Q3 25 | $52.6M | $176.7M | ||
| Q2 25 | $41.5M | $1.1B | ||
| Q1 25 | $55.8M | $617.6M | ||
| Q4 24 | $10.6M | $872.9M | ||
| Q3 24 | $30.6M | $787.4M | ||
| Q2 24 | $48.0M | $333.8M |
总债务AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $1.1B | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
股东权益AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | $642.1M | $3.5B | ||
| Q3 25 | $644.4M | $3.8B | ||
| Q2 25 | $607.6M | $4.0B | ||
| Q1 25 | $715.1M | $3.8B | ||
| Q4 24 | $706.6M | $3.9B | ||
| Q3 24 | $890.7M | $4.1B | ||
| Q2 24 | $876.9M | $3.9B |
总资产AMNPOST
| Q1 26 | $2.6B | — | ||
| Q4 25 | $2.1B | $13.0B | ||
| Q3 25 | $2.1B | $13.5B | ||
| Q2 25 | $2.2B | $13.4B | ||
| Q1 25 | $2.4B | $12.8B | ||
| Q4 24 | $2.4B | $12.8B | ||
| Q3 24 | $2.7B | $12.9B | ||
| Q2 24 | $2.8B | $12.1B |
负债/权益比AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 1.49× | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 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 | $562.5M | $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 | — | 5.4% |
| 现金转化率经营现金流/净利润 | 9.04× | 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AMNPOST
| Q1 26 | $562.5M | — | ||
| Q4 25 | $75.6M | $235.7M | ||
| Q3 25 | $22.7M | $301.3M | ||
| Q2 25 | $78.5M | $225.9M | ||
| Q1 25 | $92.7M | $160.7M | ||
| Q4 24 | $72.8M | $310.4M | ||
| Q3 24 | $66.7M | $235.4M | ||
| Q2 24 | $99.5M | $272.3M |
自由现金流AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $119.3M | ||
| Q3 25 | $14.8M | $151.6M | ||
| Q2 25 | $68.7M | $94.9M | ||
| Q1 25 | $82.7M | $70.2M | ||
| Q4 24 | $56.6M | $171.4M | ||
| Q3 24 | $47.4M | $96.2M | ||
| Q2 24 | $72.2M | $161.5M |
自由现金流率AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 5.5% | ||
| Q3 25 | 2.3% | 6.7% | ||
| Q2 25 | 10.4% | 4.8% | ||
| Q1 25 | 12.0% | 3.6% | ||
| Q4 24 | 7.7% | 8.7% | ||
| Q3 24 | 6.9% | 4.8% | ||
| Q2 24 | 9.8% | 8.3% |
资本支出强度AMNPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 5.4% | ||
| Q3 25 | 1.2% | 6.7% | ||
| Q2 25 | 1.5% | 6.6% | ||
| Q1 25 | 1.4% | 4.6% | ||
| Q4 24 | 2.2% | 7.0% | ||
| Q3 24 | 2.8% | 6.9% | ||
| Q2 24 | 3.7% | 5.7% |
现金转化率AMNPOST
| Q1 26 | 9.04× | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | 0.77× | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 9.54× | 2.88× | ||
| Q2 24 | 6.13× | 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
AMN
暂无分部数据
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% |
