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邦吉（BG）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
邦吉的季度营收约是Post Holdings, Inc.的2.2倍（$4.9B vs $2.2B）。Post Holdings, Inc.净利率更高（4.5% vs 1.9%，领先2.5%）。邦吉同比增速更快（22.2% vs 10.1%）。邦吉自由现金流更多（$809.0M vs $119.3M）。过去两年邦吉的营收复合增速更高（11.3% vs 4.3%）
邦吉（Bunge Global）是全球知名的农业与食品企业，注册地位于瑞士日内瓦，总部设在美国密苏里州圣路易斯市，业务覆盖农产品生产、加工、贸易及食品供应链服务等多个领域，在全球农业产业中拥有较高的市场地位。
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。
BG vs POST — 直观对比
营收规模更大
BG
是对方的2.2倍
$2.2B
营收增速更快
BG
高出12.1%
10.1%
净利率更高
POST
高出2.5%
1.9%
自由现金流更多
BG
多$689.7M
$119.3M
两年增速更快
BG
近两年复合增速
4.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $4.9B | $2.2B |
| 净利润 | $95.0M | $96.8M |
| 毛利率 | 20.7% | 29.4% |
| 营业利润率 | 1.8% | 11.0% |
| 净利率 | 1.9% | 4.5% |
| 营收同比 | 22.2% | 10.1% |
| 净利润同比 | -84.2% | -14.6% |
| 每股收益（稀释后） | $-0.02 | $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BGPOST
| Q4 25 | $4.9B | $2.2B | ||
| Q3 25 | $4.4B | $2.2B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $3.7B | $2.0B | ||
| Q4 24 | $4.0B | $2.0B | ||
| Q3 24 | $3.9B | $2.0B | ||
| Q2 24 | $3.7B | $1.9B | ||
| Q1 24 | $3.9B | $2.0B |
净利润BGPOST
| Q4 25 | $95.0M | $96.8M | ||
| Q3 25 | $166.0M | $51.0M | ||
| Q2 25 | $354.0M | $108.8M | ||
| Q1 25 | $201.0M | $62.6M | ||
| Q4 24 | $602.0M | $113.3M | ||
| Q3 24 | $221.0M | $81.6M | ||
| Q2 24 | $70.0M | $99.8M | ||
| Q1 24 | $244.0M | $97.2M |
毛利率BGPOST
| Q4 25 | 20.7% | 29.4% | ||
| Q3 25 | 24.3% | 26.8% | ||
| Q2 25 | 18.4% | 30.0% | ||
| Q1 25 | 16.3% | 28.0% | ||
| Q4 24 | 27.0% | 30.1% | ||
| Q3 24 | 19.9% | 28.6% | ||
| Q2 24 | 17.8% | 29.6% | ||
| Q1 24 | 22.2% | 29.0% |
营业利润率BGPOST
| Q4 25 | 1.8% | 11.0% | ||
| Q3 25 | 6.2% | 7.5% | ||
| Q2 25 | 12.3% | 11.8% | ||
| Q1 25 | 7.8% | 9.3% | ||
| Q4 24 | 18.3% | 10.8% | ||
| Q3 24 | 8.3% | 9.5% | ||
| Q2 24 | 2.8% | 10.4% | ||
| Q1 24 | 9.4% | 9.5% |
净利率BGPOST
| Q4 25 | 1.9% | 4.5% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 8.8% | 5.5% | ||
| Q1 25 | 5.5% | 3.2% | ||
| Q4 24 | 15.0% | 5.7% | ||
| Q3 24 | 5.7% | 4.1% | ||
| Q2 24 | 1.9% | 5.1% | ||
| Q1 24 | 6.2% | 4.9% |
每股收益（稀释后）BGPOST
| Q4 25 | $-0.02 | $1.71 | ||
| Q3 25 | $0.84 | $0.91 | ||
| Q2 25 | $2.61 | $1.79 | ||
| Q1 25 | $1.48 | $1.03 | ||
| Q4 24 | $4.27 | $1.78 | ||
| Q3 24 | $1.56 | $1.28 | ||
| Q2 24 | $0.48 | $1.53 | ||
| Q1 24 | $1.68 | $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 | $2.0B | $279.3M |
| 总债务越低越好 | $10.2B | $7.5B |
| 股东权益账面价值 | $15.9B | $3.5B |
| 总资产 | $44.5B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.64× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资BGPOST
| Q4 25 | $2.0B | $279.3M | ||
| Q3 25 | $3.2B | $176.7M | ||
| Q2 25 | $7.1B | $1.1B | ||
| Q1 25 | $3.9B | $617.6M | ||
| Q4 24 | $3.8B | $872.9M | ||
| Q3 24 | $3.0B | $787.4M | ||
| Q2 24 | $1.3B | $333.8M | ||
| Q1 24 | $3.1B | $333.4M |
总债务BGPOST
| Q4 25 | $10.2B | $7.5B | ||
| Q3 25 | $11.1B | $7.4B | ||
| Q2 25 | $7.7B | $7.3B | ||
| Q1 25 | $5.4B | $6.9B | ||
| Q4 24 | $5.4B | $6.9B | ||
| Q3 24 | $5.4B | $6.8B | ||
| Q2 24 | $4.1B | $6.4B | ||
| Q1 24 | $4.1B | $6.4B |
股东权益BGPOST
| Q4 25 | $15.9B | $3.5B | ||
| Q3 25 | $15.8B | $3.8B | ||
| Q2 25 | $10.9B | $4.0B | ||
| Q1 25 | $10.6B | $3.8B | ||
| Q4 24 | $9.9B | $3.9B | ||
| Q3 24 | $10.1B | $4.1B | ||
| Q2 24 | $10.0B | $3.9B | ||
| Q1 24 | $10.6B | $4.0B |
总资产BGPOST
| Q4 25 | $44.5B | $13.0B | ||
| Q3 25 | $46.3B | $13.5B | ||
| Q2 25 | $31.2B | $13.4B | ||
| Q1 25 | $26.7B | $12.8B | ||
| Q4 24 | $24.9B | $12.8B | ||
| Q3 24 | $25.3B | $12.9B | ||
| Q2 24 | $24.4B | $12.1B | ||
| Q1 24 | $25.8B | $12.2B |
负债/权益比BGPOST
| Q4 25 | 0.64× | 2.16× | ||
| Q3 25 | 0.71× | 1.98× | ||
| Q2 25 | 0.71× | 1.84× | ||
| Q1 25 | 0.51× | 1.81× | ||
| Q4 24 | 0.54× | 1.79× | ||
| Q3 24 | 0.54× | 1.67× | ||
| Q2 24 | 0.41× | 1.62× | ||
| Q1 24 | 0.39× | 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 | $1.3B | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $809.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 16.6% | 5.5% |
| 资本支出强度资本支出/营收 | 11.0% | 5.4% |
| 现金转化率经营现金流/净利润 | 14.18× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $-879.0M | $436.0M |
8季度趋势，按日历期对齐
经营现金流BGPOST
| Q4 25 | $1.3B | $235.7M | ||
| Q3 25 | $854.0M | $301.3M | ||
| Q2 25 | $-1.1B | $225.9M | ||
| Q1 25 | $-285.0M | $160.7M | ||
| Q4 24 | $1.1B | $310.4M | ||
| Q3 24 | $1.3B | $235.4M | ||
| Q2 24 | $-1.5B | $272.3M | ||
| Q1 24 | $994.0M | $249.6M |
自由现金流BGPOST
| Q4 25 | $809.0M | $119.3M | ||
| Q3 25 | $385.0M | $151.6M | ||
| Q2 25 | $-1.5B | $94.9M | ||
| Q1 25 | $-595.0M | $70.2M | ||
| Q4 24 | $564.0M | $171.4M | ||
| Q3 24 | $973.0M | $96.2M | ||
| Q2 24 | $-1.8B | $161.5M | ||
| Q1 24 | $758.0M | $150.9M |
自由现金流率BGPOST
| Q4 25 | 16.6% | 5.5% | ||
| Q3 25 | 8.8% | 6.7% | ||
| Q2 25 | -36.8% | 4.8% | ||
| Q1 25 | -16.2% | 3.6% | ||
| Q4 24 | 14.1% | 8.7% | ||
| Q3 24 | 25.1% | 4.8% | ||
| Q2 24 | -47.4% | 8.3% | ||
| Q1 24 | 19.2% | 7.5% |
资本支出强度BGPOST
| Q4 25 | 11.0% | 5.4% | ||
| Q3 25 | 10.7% | 6.7% | ||
| Q2 25 | 10.1% | 6.6% | ||
| Q1 25 | 8.5% | 4.6% | ||
| Q4 24 | 12.2% | 7.0% | ||
| Q3 24 | 9.1% | 6.9% | ||
| Q2 24 | 8.0% | 5.7% | ||
| Q1 24 | 6.0% | 4.9% |
现金转化率BGPOST
| Q4 25 | 14.18× | 2.43× | ||
| Q3 25 | 5.14× | 5.91× | ||
| Q2 25 | -3.03× | 2.08× | ||
| Q1 25 | -1.42× | 2.57× | ||
| Q4 24 | 1.75× | 2.74× | ||
| Q3 24 | 6.00× | 2.88× | ||
| Q2 24 | -21.06× | 2.73× | ||
| Q1 24 | 4.07× | 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
BG
| Other Oilseeds Processing And Refining | $4.6B | 95% |
| Other | $251.0M | 5% |
| Other Products | $3.0M | 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% |
