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艾仕得（AXTA）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.的季度营收约是艾仕得的1.7倍（$2.2B vs $1.3B），艾仕得净利率更高（4.8% vs 4.5%，领先0.3%），Post Holdings, Inc.同比增速更快（10.1% vs -3.7%），艾仕得自由现金流更多（$286.0M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -1.2%）
艾仕得是源自美国的专业涂料供应商，总部位于宾夕法尼亚州费城，注册地为百慕大。公司主营乘用车、商用车、工业场景及修补用途涂料的研发与生产，业务覆盖全球130个国家，拥有近1.3万名员工，服务超10万家客户。
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。
AXTA vs POST — 直观对比
营收规模更大
POST
是对方的1.7倍
$1.3B
营收增速更快
POST
高出13.9%
-3.7%
净利率更高
AXTA
高出0.3%
4.5%
自由现金流更多
AXTA
多$166.7M
$119.3M
两年增速更快
POST
近两年复合增速
-1.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $60.0M | $96.8M |
| 毛利率 | 33.4% | 29.4% |
| 营业利润率 | 12.8% | 11.0% |
| 净利率 | 4.8% | 4.5% |
| 营收同比 | -3.7% | 10.1% |
| 净利润同比 | -56.2% | -14.6% |
| 每股收益（稀释后） | $0.28 | $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AXTAPOST
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.3B | $2.0B |
净利润AXTAPOST
| Q4 25 | $60.0M | $96.8M | ||
| Q3 25 | $110.0M | $51.0M | ||
| Q2 25 | $109.0M | $108.8M | ||
| Q1 25 | $99.0M | $62.6M | ||
| Q4 24 | $137.0M | $113.3M | ||
| Q3 24 | $101.0M | $81.6M | ||
| Q2 24 | $112.0M | $99.8M | ||
| Q1 24 | $41.0M | $97.2M |
毛利率AXTAPOST
| Q4 25 | 33.4% | 29.4% | ||
| Q3 25 | 34.9% | 26.8% | ||
| Q2 25 | 35.0% | 30.0% | ||
| Q1 25 | 34.3% | 28.0% | ||
| Q4 24 | 34.1% | 30.1% | ||
| Q3 24 | 35.0% | 28.6% | ||
| Q2 24 | 34.0% | 29.6% | ||
| Q1 24 | 33.2% | 29.0% |
营业利润率AXTAPOST
| Q4 25 | 12.8% | 11.0% | ||
| Q3 25 | 15.8% | 7.5% | ||
| Q2 25 | 14.8% | 11.8% | ||
| Q1 25 | 13.9% | 9.3% | ||
| Q4 24 | 14.3% | 10.8% | ||
| Q3 24 | 14.6% | 9.5% | ||
| Q2 24 | 15.2% | 10.4% | ||
| Q1 24 | 9.4% | 9.5% |
净利率AXTAPOST
| Q4 25 | 4.8% | 4.5% | ||
| Q3 25 | 8.5% | 2.3% | ||
| Q2 25 | 8.4% | 5.5% | ||
| Q1 25 | 7.8% | 3.2% | ||
| Q4 24 | 10.5% | 5.7% | ||
| Q3 24 | 7.7% | 4.1% | ||
| Q2 24 | 8.3% | 5.1% | ||
| Q1 24 | 3.2% | 4.9% |
每股收益（稀释后）AXTAPOST
| Q4 25 | $0.28 | $1.71 | ||
| Q3 25 | $0.51 | $0.91 | ||
| Q2 25 | $0.50 | $1.79 | ||
| Q1 25 | $0.45 | $1.03 | ||
| Q4 24 | $0.63 | $1.78 | ||
| Q3 24 | $0.46 | $1.28 | ||
| Q2 24 | $0.51 | $1.53 | ||
| Q1 24 | $0.18 | $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 | $657.0M | $279.3M |
| 总债务越低越好 | $3.2B | $7.5B |
| 股东权益账面价值 | $2.3B | $3.5B |
| 总资产 | $7.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.36× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资AXTAPOST
| Q4 25 | $657.0M | $279.3M | ||
| Q3 25 | $606.0M | $176.7M | ||
| Q2 25 | $625.0M | $1.1B | ||
| Q1 25 | $575.0M | $617.6M | ||
| Q4 24 | $593.0M | $872.9M | ||
| Q3 24 | $567.0M | $787.4M | ||
| Q2 24 | $840.0M | $333.8M | ||
| Q1 24 | $624.0M | $333.4M |
总债务AXTAPOST
| Q4 25 | $3.2B | $7.5B | ||
| Q3 25 | $3.4B | $7.4B | ||
| Q2 25 | $3.4B | $7.3B | ||
| Q1 25 | $3.4B | $6.9B | ||
| Q4 24 | $3.4B | $6.9B | ||
| Q3 24 | $3.5B | $6.8B | ||
| Q2 24 | $3.6B | $6.4B | ||
| Q1 24 | $3.4B | $6.4B |
股东权益AXTAPOST
| Q4 25 | $2.3B | $3.5B | ||
| Q3 25 | $2.3B | $3.8B | ||
| Q2 25 | $2.3B | $4.0B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $1.9B | $3.9B | ||
| Q3 24 | $1.9B | $4.1B | ||
| Q2 24 | $1.8B | $3.9B | ||
| Q1 24 | $1.7B | $4.0B |
总资产AXTAPOST
| Q4 25 | $7.6B | $13.0B | ||
| Q3 25 | $7.8B | $13.5B | ||
| Q2 25 | $7.8B | $13.4B | ||
| Q1 25 | $7.4B | $12.8B | ||
| Q4 24 | $7.2B | $12.8B | ||
| Q3 24 | $7.5B | $12.9B | ||
| Q2 24 | $7.3B | $12.1B | ||
| Q1 24 | $7.1B | $12.2B |
负债/权益比AXTAPOST
| Q4 25 | 1.36× | 2.16× | ||
| Q3 25 | 1.48× | 1.98× | ||
| Q2 25 | 1.50× | 1.84× | ||
| Q1 25 | 1.64× | 1.81× | ||
| Q4 24 | 1.78× | 1.79× | ||
| Q3 24 | 1.84× | 1.67× | ||
| Q2 24 | 2.02× | 1.62× | ||
| Q1 24 | 1.97× | 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 | $344.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $286.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 22.7% | 5.5% |
| 资本支出强度资本支出/营收 | 4.6% | 5.4% |
| 现金转化率经营现金流/净利润 | 5.73× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $453.0M | $436.0M |
8季度趋势，按日历期对齐
经营现金流AXTAPOST
| Q4 25 | $344.0M | $235.7M | ||
| Q3 25 | $137.0M | $301.3M | ||
| Q2 25 | $142.0M | $225.9M | ||
| Q1 25 | $26.0M | $160.7M | ||
| Q4 24 | $234.0M | $310.4M | ||
| Q3 24 | $194.0M | $235.4M | ||
| Q2 24 | $114.0M | $272.3M | ||
| Q1 24 | $34.0M | $249.6M |
自由现金流AXTAPOST
| Q4 25 | $286.0M | $119.3M | ||
| Q3 25 | $87.0M | $151.6M | ||
| Q2 25 | $97.0M | $94.9M | ||
| Q1 25 | $-17.0M | $70.2M | ||
| Q4 24 | $172.0M | $171.4M | ||
| Q3 24 | $161.0M | $96.2M | ||
| Q2 24 | $91.0M | $161.5M | ||
| Q1 24 | $12.0M | $150.9M |
自由现金流率AXTAPOST
| Q4 25 | 22.7% | 5.5% | ||
| Q3 25 | 6.8% | 6.7% | ||
| Q2 25 | 7.4% | 4.8% | ||
| Q1 25 | -1.3% | 3.6% | ||
| Q4 24 | 13.1% | 8.7% | ||
| Q3 24 | 12.2% | 4.8% | ||
| Q2 24 | 6.7% | 8.3% | ||
| Q1 24 | 0.9% | 7.5% |
资本支出强度AXTAPOST
| Q4 25 | 4.6% | 5.4% | ||
| Q3 25 | 3.9% | 6.7% | ||
| Q2 25 | 3.4% | 6.6% | ||
| Q1 25 | 3.4% | 4.6% | ||
| Q4 24 | 4.7% | 7.0% | ||
| Q3 24 | 2.5% | 6.9% | ||
| Q2 24 | 1.7% | 5.7% | ||
| Q1 24 | 1.7% | 4.9% |
现金转化率AXTAPOST
| Q4 25 | 5.73× | 2.43× | ||
| Q3 25 | 1.25× | 5.91× | ||
| Q2 25 | 1.30× | 2.08× | ||
| Q1 25 | 0.26× | 2.57× | ||
| Q4 24 | 1.71× | 2.74× | ||
| Q3 24 | 1.92× | 2.88× | ||
| Q2 24 | 1.02× | 2.73× | ||
| Q1 24 | 0.83× | 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
AXTA
| Refinish | $509.0M | 40% |
| Light Vehicle | $372.0M | 29% |
| Industrial | $282.0M | 22% |
| Commercial Vehicle | $99.0M | 8% |
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% |
