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TopBuild Corp（BLD）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TopBuild Corp的1.5倍（$2.2B vs $1.5B），TopBuild Corp净利率更高（7.0% vs 4.5%，领先2.6%），TopBuild Corp同比增速更快（13.2% vs 10.1%），TopBuild Corp自由现金流更多（$159.4M vs $119.3M），过去两年TopBuild Corp的营收复合增速更高（7.8% vs 4.3%）
HashiCorp是总部位于美国加利福尼亚州旧金山的软件企业，2012年由米切尔·桥本与阿蒙·达德加创立，采用免费增值商业模式，为开发、运维及安全从业人员提供云基础设施配置、防护、运行与连接相关的工具及产品。
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。
BLD vs POST — 直观对比
营收规模更大
POST
是对方的1.5倍
$1.5B
营收增速更快
BLD
高出3.1%
10.1%
净利率更高
BLD
高出2.6%
4.5%
自由现金流更多
BLD
多$40.1M
$119.3M
两年增速更快
BLD
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $2.2B |
| 净利润 | $104.5M | $96.8M |
| 毛利率 | 27.2% | 29.4% |
| 营业利润率 | 12.1% | 11.0% |
| 净利率 | 7.0% | 4.5% |
| 营收同比 | 13.2% | 10.1% |
| 净利润同比 | -30.6% | -14.6% |
| 每股收益（稀释后） | $3.69 | $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BLDPOST
| Q4 25 | $1.5B | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.4B | $2.0B | ||
| Q2 24 | $1.4B | $1.9B | ||
| Q1 24 | $1.3B | $2.0B |
净利润BLDPOST
| Q4 25 | $104.5M | $96.8M | ||
| Q3 25 | $142.2M | $51.0M | ||
| Q2 25 | $151.6M | $108.8M | ||
| Q1 25 | $123.4M | $62.6M | ||
| Q4 24 | $150.5M | $113.3M | ||
| Q3 24 | $169.0M | $81.6M | ||
| Q2 24 | $150.7M | $99.8M | ||
| Q1 24 | $152.4M | $97.2M |
毛利率BLDPOST
| Q4 25 | 27.2% | 29.4% | ||
| Q3 25 | 30.1% | 26.8% | ||
| Q2 25 | 30.4% | 30.0% | ||
| Q1 25 | 28.5% | 28.0% | ||
| Q4 24 | 29.9% | 30.1% | ||
| Q3 24 | 30.7% | 28.6% | ||
| Q2 24 | 31.0% | 29.6% | ||
| Q1 24 | 30.3% | 29.0% |
营业利润率BLDPOST
| Q4 25 | 12.1% | 11.0% | ||
| Q3 25 | 15.4% | 7.5% | ||
| Q2 25 | 16.9% | 11.8% | ||
| Q1 25 | 14.4% | 9.3% | ||
| Q4 24 | 16.6% | 10.8% | ||
| Q3 24 | 17.8% | 9.5% | ||
| Q2 24 | 15.4% | 10.4% | ||
| Q1 24 | 16.8% | 9.5% |
净利率BLDPOST
| Q4 25 | 7.0% | 4.5% | ||
| Q3 25 | 10.2% | 2.3% | ||
| Q2 25 | 11.7% | 5.5% | ||
| Q1 25 | 10.0% | 3.2% | ||
| Q4 24 | 11.5% | 5.7% | ||
| Q3 24 | 12.3% | 4.1% | ||
| Q2 24 | 11.0% | 5.1% | ||
| Q1 24 | 11.9% | 4.9% |
每股收益（稀释后）BLDPOST
| Q4 25 | $3.69 | $1.71 | ||
| Q3 25 | $5.04 | $0.91 | ||
| Q2 25 | $5.32 | $1.79 | ||
| Q1 25 | $4.23 | $1.03 | ||
| Q4 24 | $5.07 | $1.78 | ||
| Q3 24 | $5.65 | $1.28 | ||
| Q2 24 | $4.78 | $1.53 | ||
| Q1 24 | $4.79 | $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 | $184.7M | $279.3M |
| 总债务越低越好 | $2.8B | $7.5B |
| 股东权益账面价值 | $2.3B | $3.5B |
| 总资产 | $6.6B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.23× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资BLDPOST
| Q4 25 | $184.7M | $279.3M | ||
| Q3 25 | $1.1B | $176.7M | ||
| Q2 25 | $842.5M | $1.1B | ||
| Q1 25 | $308.8M | $617.6M | ||
| Q4 24 | $400.3M | $872.9M | ||
| Q3 24 | $257.3M | $787.4M | ||
| Q2 24 | $463.2M | $333.8M | ||
| Q1 24 | $968.8M | $333.4M |
总债务BLDPOST
| Q4 25 | $2.8B | $7.5B | ||
| Q3 25 | $2.9B | $7.4B | ||
| Q2 25 | $1.9B | $7.3B | ||
| Q1 25 | $1.4B | $6.9B | ||
| Q4 24 | $1.4B | $6.9B | ||
| Q3 24 | $1.4B | $6.8B | ||
| Q2 24 | $1.4B | $6.4B | ||
| Q1 24 | $1.4B | $6.4B |
股东权益BLDPOST
| Q4 25 | $2.3B | $3.5B | ||
| Q3 25 | $2.2B | $3.8B | ||
| Q2 25 | $2.1B | $4.0B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $2.2B | $3.9B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.4B | $3.9B | ||
| Q1 24 | $2.7B | $4.0B |
总资产BLDPOST
| Q4 25 | $6.6B | $13.0B | ||
| Q3 25 | $6.4B | $13.5B | ||
| Q2 25 | $5.1B | $13.4B | ||
| Q1 25 | $4.6B | $12.8B | ||
| Q4 24 | $4.7B | $12.8B | ||
| Q3 24 | $4.7B | $12.9B | ||
| Q2 24 | $4.9B | $12.1B | ||
| Q1 24 | $5.3B | $12.2B |
负债/权益比BLDPOST
| Q4 25 | 1.23× | 2.16× | ||
| Q3 25 | 1.29× | 1.98× | ||
| Q2 25 | 0.88× | 1.84× | ||
| Q1 25 | 0.65× | 1.81× | ||
| Q4 24 | 0.62× | 1.79× | ||
| Q3 24 | 0.66× | 1.67× | ||
| Q2 24 | 0.59× | 1.62× | ||
| Q1 24 | 0.52× | 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 | $176.7M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $159.4M | $119.3M |
| 自由现金流率自由现金流/营收 | 10.7% | 5.5% |
| 资本支出强度资本支出/营收 | 1.2% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.69× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $696.9M | $436.0M |
8季度趋势，按日历期对齐
经营现金流BLDPOST
| Q4 25 | $176.7M | $235.7M | ||
| Q3 25 | $233.3M | $301.3M | ||
| Q2 25 | $193.7M | $225.9M | ||
| Q1 25 | $152.6M | $160.7M | ||
| Q4 24 | $266.2M | $310.4M | ||
| Q3 24 | $240.7M | $235.4M | ||
| Q2 24 | $90.4M | $272.3M | ||
| Q1 24 | $178.8M | $249.6M |
自由现金流BLDPOST
| Q4 25 | $159.4M | $119.3M | ||
| Q3 25 | $216.2M | $151.6M | ||
| Q2 25 | $182.2M | $94.9M | ||
| Q1 25 | $139.2M | $70.2M | ||
| Q4 24 | $253.7M | $171.4M | ||
| Q3 24 | $219.8M | $96.2M | ||
| Q2 24 | $74.3M | $161.5M | ||
| Q1 24 | $158.9M | $150.9M |
自由现金流率BLDPOST
| Q4 25 | 10.7% | 5.5% | ||
| Q3 25 | 15.5% | 6.7% | ||
| Q2 25 | 14.0% | 4.8% | ||
| Q1 25 | 11.3% | 3.6% | ||
| Q4 24 | 19.3% | 8.7% | ||
| Q3 24 | 16.0% | 4.8% | ||
| Q2 24 | 5.4% | 8.3% | ||
| Q1 24 | 12.4% | 7.5% |
资本支出强度BLDPOST
| Q4 25 | 1.2% | 5.4% | ||
| Q3 25 | 1.2% | 6.7% | ||
| Q2 25 | 0.9% | 6.6% | ||
| Q1 25 | 1.1% | 4.6% | ||
| Q4 24 | 1.0% | 7.0% | ||
| Q3 24 | 1.5% | 6.9% | ||
| Q2 24 | 1.2% | 5.7% | ||
| Q1 24 | 1.6% | 4.9% |
现金转化率BLDPOST
| Q4 25 | 1.69× | 2.43× | ||
| Q3 25 | 1.64× | 5.91× | ||
| Q2 25 | 1.28× | 2.08× | ||
| Q1 25 | 1.24× | 2.57× | ||
| Q4 24 | 1.77× | 2.74× | ||
| Q3 24 | 1.42× | 2.88× | ||
| Q2 24 | 0.60× | 2.73× | ||
| Q1 24 | 1.17× | 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
BLD
| Distribution Segment | $755.4M | 51% |
| Residential | $557.9M | 38% |
| All Other Products | $91.9M | 6% |
| Glass And Windows | $51.5M | 3% |
| Rain Gutters | $27.1M | 2% |
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% |
