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丹麦皇冠（CCK）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
丹麦皇冠的季度营收约是Post Holdings, Inc.的1.5倍（$3.3B vs $2.2B），丹麦皇冠净利率更高（6.3% vs 4.5%，领先1.9%），丹麦皇冠同比增速更快（12.9% vs 10.1%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-129.0M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs 3.5%）
丹麦皇冠是来自丹麦的国际化食品企业，核心业务涵盖生猪、肉牛的屠宰加工及销售，旗下拥有多家子公司，业务覆盖食品行业多品类产品领域，首席执行官为尼尔斯·迪达尔，总部位于兰讷斯。
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。
CCK vs POST — 直观对比
营收规模更大
CCK
是对方的1.5倍
$2.2B
营收增速更快
CCK
高出2.8%
10.1%
净利率更高
CCK
高出1.9%
4.5%
自由现金流更多
POST
多$248.3M
$-129.0M
两年增速更快
POST
近两年复合增速
3.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $2.2B |
| 净利润 | $206.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 11.2% | 11.0% |
| 净利率 | 6.3% | 4.5% |
| 营收同比 | 12.9% | 10.1% |
| 净利润同比 | -9.3% | -14.6% |
| 每股收益（稀释后） | $175.00 | $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CCKPOST
| Q1 26 | $3.3B | — | ||
| Q4 25 | $3.1B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $2.9B | $2.0B | ||
| Q4 24 | $2.9B | $2.0B | ||
| Q3 24 | $3.1B | $2.0B | ||
| Q2 24 | $3.0B | $1.9B |
净利润CCKPOST
| Q1 26 | $206.0M | — | ||
| Q4 25 | $150.0M | $96.8M | ||
| Q3 25 | $214.0M | $51.0M | ||
| Q2 25 | $181.0M | $108.8M | ||
| Q1 25 | $193.0M | $62.6M | ||
| Q4 24 | $358.0M | $113.3M | ||
| Q3 24 | $-175.0M | $81.6M | ||
| Q2 24 | $174.0M | $99.8M |
毛利率CCKPOST
| 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CCKPOST
| Q1 26 | 11.2% | — | ||
| Q4 25 | 12.0% | 11.0% | ||
| Q3 25 | 13.2% | 7.5% | ||
| Q2 25 | 12.4% | 11.8% | ||
| Q1 25 | 12.6% | 9.3% | ||
| Q4 24 | 12.1% | 10.8% | ||
| Q3 24 | 14.4% | 9.5% | ||
| Q2 24 | 12.5% | 10.4% |
净利率CCKPOST
| Q1 26 | 6.3% | — | ||
| Q4 25 | 4.8% | 4.5% | ||
| Q3 25 | 6.7% | 2.3% | ||
| Q2 25 | 5.7% | 5.5% | ||
| Q1 25 | 6.7% | 3.2% | ||
| Q4 24 | 12.3% | 5.7% | ||
| Q3 24 | -5.7% | 4.1% | ||
| Q2 24 | 5.7% | 5.1% |
每股收益（稀释后）CCKPOST
| Q1 26 | $175.00 | — | ||
| Q4 25 | $1.32 | $1.71 | ||
| Q3 25 | $1.85 | $0.91 | ||
| Q2 25 | $1.56 | $1.79 | ||
| Q1 25 | $1.65 | $1.03 | ||
| Q4 24 | $3.01 | $1.78 | ||
| Q3 24 | $-1.47 | $1.28 | ||
| Q2 24 | $1.45 | $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 | $584.0M | $279.3M |
| 总债务越低越好 | $53.0M | $7.5B |
| 股东权益账面价值 | $3.4B | $3.5B |
| 总资产 | $14.3B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.02× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资CCKPOST
| Q1 26 | $584.0M | — | ||
| Q4 25 | $764.0M | $279.3M | ||
| Q3 25 | $1.2B | $176.7M | ||
| Q2 25 | $936.0M | $1.1B | ||
| Q1 25 | $779.0M | $617.6M | ||
| Q4 24 | $918.0M | $872.9M | ||
| Q3 24 | $1.7B | $787.4M | ||
| Q2 24 | $1.4B | $333.8M |
总债务CCKPOST
| Q1 26 | $53.0M | — | ||
| Q4 25 | $5.9B | $7.5B | ||
| Q3 25 | $6.2B | $7.4B | ||
| Q2 25 | $6.3B | $7.3B | ||
| Q1 25 | $6.2B | $6.9B | ||
| Q4 24 | $6.1B | $6.9B | ||
| Q3 24 | $7.4B | $6.8B | ||
| Q2 24 | $7.3B | $6.4B |
股东权益CCKPOST
| Q1 26 | $3.4B | — | ||
| Q4 25 | $3.0B | $3.5B | ||
| Q3 25 | $3.0B | $3.8B | ||
| Q2 25 | $2.9B | $4.0B | ||
| Q1 25 | $2.7B | $3.8B | ||
| Q4 24 | $2.8B | $3.9B | ||
| Q3 24 | $2.5B | $4.1B | ||
| Q2 24 | $2.5B | $3.9B |
总资产CCKPOST
| Q1 26 | $14.3B | — | ||
| Q4 25 | $14.3B | $13.0B | ||
| Q3 25 | $14.6B | $13.5B | ||
| Q2 25 | $14.5B | $13.4B | ||
| Q1 25 | $13.8B | $12.8B | ||
| Q4 24 | $13.8B | $12.8B | ||
| Q3 24 | $15.1B | $12.9B | ||
| Q2 24 | $14.9B | $12.1B |
负债/权益比CCKPOST
| Q1 26 | 0.02× | — | ||
| Q4 25 | 1.96× | 2.16× | ||
| Q3 25 | 2.07× | 1.98× | ||
| Q2 25 | 2.18× | 1.84× | ||
| Q1 25 | 2.31× | 1.81× | ||
| Q4 24 | 2.23× | 1.79× | ||
| Q3 24 | 2.93× | 1.67× | ||
| Q2 24 | 2.92× | 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 | — | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $-129.0M | $119.3M |
| 自由现金流率自由现金流/营收 | -4.0% | 5.5% |
| 资本支出强度资本支出/营收 | 2.7% | 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 | $1.0B | $436.0M |
8季度趋势，按日历期对齐
经营现金流CCKPOST
| Q1 26 | — | — | ||
| Q4 25 | $487.0M | $235.7M | ||
| Q3 25 | $580.0M | $301.3M | ||
| Q2 25 | $449.0M | $225.9M | ||
| Q1 25 | $14.0M | $160.7M | ||
| Q4 24 | $295.0M | $310.4M | ||
| Q3 24 | $554.0M | $235.4M | ||
| Q2 24 | $445.0M | $272.3M |
自由现金流CCKPOST
| Q1 26 | $-129.0M | — | ||
| Q4 25 | $255.0M | $119.3M | ||
| Q3 25 | $488.0M | $151.6M | ||
| Q2 25 | $393.0M | $94.9M | ||
| Q1 25 | $-19.0M | $70.2M | ||
| Q4 24 | $146.0M | $171.4M | ||
| Q3 24 | $478.0M | $96.2M | ||
| Q2 24 | $361.0M | $161.5M |
自由现金流率CCKPOST
| Q1 26 | -4.0% | — | ||
| Q4 25 | 8.2% | 5.5% | ||
| Q3 25 | 15.2% | 6.7% | ||
| Q2 25 | 12.5% | 4.8% | ||
| Q1 25 | -0.7% | 3.6% | ||
| Q4 24 | 5.0% | 8.7% | ||
| Q3 24 | 15.5% | 4.8% | ||
| Q2 24 | 11.9% | 8.3% |
资本支出强度CCKPOST
| Q1 26 | 2.7% | — | ||
| Q4 25 | 7.4% | 5.4% | ||
| Q3 25 | 2.9% | 6.7% | ||
| Q2 25 | 1.8% | 6.6% | ||
| Q1 25 | 1.1% | 4.6% | ||
| Q4 24 | 5.1% | 7.0% | ||
| Q3 24 | 2.5% | 6.9% | ||
| Q2 24 | 2.8% | 5.7% |
现金转化率CCKPOST
| Q1 26 | — | — | ||
| Q4 25 | 3.25× | 2.43× | ||
| Q3 25 | 2.71× | 5.91× | ||
| Q2 25 | 2.48× | 2.08× | ||
| Q1 25 | 0.07× | 2.57× | ||
| Q4 24 | 0.82× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 2.56× | 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
CCK
| Americas Beverage | $1.5B | 47% |
| European Beverage | $588.0M | 18% |
| Transit Packaging | $496.0M | 15% |
| Other | $342.0M | 10% |
| Asia Pacific | $303.0M | 9% |
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% |
