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Church & Dwight（CHD）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Church & Dwight的1.3倍（$2.2B vs $1.6B）。Church & Dwight净利率更高（8.7% vs 4.5%，领先4.3%）。Post Holdings, Inc.同比增速更快（10.1% vs 3.9%）。过去两年Church & Dwight的营收复合增速更高（4.6% vs 4.3%）
Church & Dwight是美国知名消费品企业，成立于1847年，总部位于新泽西州尤因。公司主营个人护理、家居用品及特色产品，旗下拥有Arm & Hammer、Trojan、OxiClean等知名品牌，2022年全年营收达54亿美元。
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。
CHD vs POST — 直观对比
营收规模更大
POST
是对方的1.3倍
$1.6B
营收增速更快
POST
高出6.2%
3.9%
净利率更高
CHD
高出4.3%
4.5%
两年增速更快
CHD
近两年复合增速
4.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.2B |
| 净利润 | $143.5M | $96.8M |
| 毛利率 | 45.8% | 29.4% |
| 营业利润率 | 16.2% | 11.0% |
| 净利率 | 8.7% | 4.5% |
| 营收同比 | 3.9% | 10.1% |
| 净利润同比 | -24.2% | -14.6% |
| 每股收益（稀释后） | $0.60 | $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CHDPOST
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.6B | $2.2B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.5B | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.5B | $2.0B | ||
| Q2 24 | $1.5B | $1.9B | ||
| Q1 24 | $1.5B | $2.0B |
净利润CHDPOST
| Q4 25 | $143.5M | $96.8M | ||
| Q3 25 | $182.2M | $51.0M | ||
| Q2 25 | $191.0M | $108.8M | ||
| Q1 25 | $220.1M | $62.6M | ||
| Q4 24 | $189.2M | $113.3M | ||
| Q3 24 | $-75.1M | $81.6M | ||
| Q2 24 | $243.5M | $99.8M | ||
| Q1 24 | $227.7M | $97.2M |
毛利率CHDPOST
| Q4 25 | 45.8% | 29.4% | ||
| Q3 25 | 45.1% | 26.8% | ||
| Q2 25 | 43.0% | 30.0% | ||
| Q1 25 | 45.0% | 28.0% | ||
| Q4 24 | 44.7% | 30.1% | ||
| Q3 24 | 45.2% | 28.6% | ||
| Q2 24 | 47.1% | 29.6% | ||
| Q1 24 | 45.7% | 29.0% |
营业利润率CHDPOST
| Q4 25 | 16.2% | 11.0% | ||
| Q3 25 | 16.1% | 7.5% | ||
| Q2 25 | 17.4% | 11.8% | ||
| Q1 25 | 20.1% | 9.3% | ||
| Q4 24 | 16.2% | 10.8% | ||
| Q3 24 | -6.1% | 9.5% | ||
| Q2 24 | 22.3% | 10.4% | ||
| Q1 24 | 20.3% | 9.5% |
净利率CHDPOST
| Q4 25 | 8.7% | 4.5% | ||
| Q3 25 | 11.5% | 2.3% | ||
| Q2 25 | 12.7% | 5.5% | ||
| Q1 25 | 15.0% | 3.2% | ||
| Q4 24 | 12.0% | 5.7% | ||
| Q3 24 | -5.0% | 4.1% | ||
| Q2 24 | 16.1% | 5.1% | ||
| Q1 24 | 15.1% | 4.9% |
每股收益（稀释后）CHDPOST
| Q4 25 | $0.60 | $1.71 | ||
| Q3 25 | $0.75 | $0.91 | ||
| Q2 25 | $0.78 | $1.79 | ||
| Q1 25 | $0.89 | $1.03 | ||
| Q4 24 | $0.76 | $1.78 | ||
| Q3 24 | $-0.31 | $1.28 | ||
| Q2 24 | $0.99 | $1.53 | ||
| Q1 24 | $0.93 | $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 | $409.0M | $279.3M |
| 总债务越低越好 | $2.2B | $7.5B |
| 股东权益账面价值 | $4.0B | $3.5B |
| 总资产 | $8.9B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.55× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资CHDPOST
| Q4 25 | $409.0M | $279.3M | ||
| Q3 25 | $305.3M | $176.7M | ||
| Q2 25 | $923.2M | $1.1B | ||
| Q1 25 | $1.1B | $617.6M | ||
| Q4 24 | $964.1M | $872.9M | ||
| Q3 24 | $752.1M | $787.4M | ||
| Q2 24 | $491.7M | $333.8M | ||
| Q1 24 | $349.7M | $333.4M |
总债务CHDPOST
| Q4 25 | $2.2B | $7.5B | ||
| Q3 25 | $2.2B | $7.4B | ||
| Q2 25 | $2.2B | $7.3B | ||
| Q1 25 | $2.2B | $6.9B | ||
| Q4 24 | $2.2B | $6.9B | ||
| Q3 24 | $2.2B | $6.8B | ||
| Q2 24 | $2.2B | $6.4B | ||
| Q1 24 | $2.2B | $6.4B |
股东权益CHDPOST
| Q4 25 | $4.0B | $3.5B | ||
| Q3 25 | $4.2B | $3.8B | ||
| Q2 25 | $4.4B | $4.0B | ||
| Q1 25 | $4.6B | $3.8B | ||
| Q4 24 | $4.4B | $3.9B | ||
| Q3 24 | $4.2B | $4.1B | ||
| Q2 24 | $4.3B | $3.9B | ||
| Q1 24 | $4.1B | $4.0B |
总资产CHDPOST
| Q4 25 | $8.9B | $13.0B | ||
| Q3 25 | $9.1B | $13.5B | ||
| Q2 25 | $8.8B | $13.4B | ||
| Q1 25 | $9.0B | $12.8B | ||
| Q4 24 | $8.9B | $12.8B | ||
| Q3 24 | $8.7B | $12.9B | ||
| Q2 24 | $8.8B | $12.1B | ||
| Q1 24 | $8.6B | $12.2B |
负债/权益比CHDPOST
| Q4 25 | 0.55× | 2.16× | ||
| Q3 25 | 0.52× | 1.98× | ||
| Q2 25 | 0.50× | 1.84× | ||
| Q1 25 | 0.48× | 1.81× | ||
| Q4 24 | 0.51× | 1.79× | ||
| Q3 24 | 0.53× | 1.67× | ||
| Q2 24 | 0.51× | 1.62× | ||
| Q1 24 | 0.54× | 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 | — | $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 | 3.4% | 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 | — | $436.0M |
8季度趋势，按日历期对齐
经营现金流CHDPOST
| Q4 25 | — | $235.7M | ||
| Q3 25 | — | $301.3M | ||
| Q2 25 | — | $225.9M | ||
| Q1 25 | — | $160.7M | ||
| Q4 24 | $292.3M | $310.4M | ||
| Q3 24 | $364.0M | $235.4M | ||
| Q2 24 | $236.9M | $272.3M | ||
| Q1 24 | $263.0M | $249.6M |
自由现金流CHDPOST
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | $237.7M | $171.4M | ||
| Q3 24 | $315.4M | $96.2M | ||
| Q2 24 | $206.6M | $161.5M | ||
| Q1 24 | $216.7M | $150.9M |
自由现金流率CHDPOST
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | 15.0% | 8.7% | ||
| Q3 24 | 20.9% | 4.8% | ||
| Q2 24 | 13.7% | 8.3% | ||
| Q1 24 | 14.4% | 7.5% |
资本支出强度CHDPOST
| Q4 25 | 3.4% | 5.4% | ||
| Q3 25 | 1.8% | 6.7% | ||
| Q2 25 | 1.5% | 6.6% | ||
| Q1 25 | 1.1% | 4.6% | ||
| Q4 24 | 3.5% | 7.0% | ||
| Q3 24 | 3.2% | 6.9% | ||
| Q2 24 | 2.0% | 5.7% | ||
| Q1 24 | 3.1% | 4.9% |
现金转化率CHDPOST
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 1.54× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 0.97× | 2.73× | ||
| Q1 24 | 1.16× | 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
CHD
| Household Products | $645.3M | 39% |
| Personal Care Products | $625.9M | 38% |
| Consumer International | $299.8M | 18% |
| Specialty Products Division | $73.2M | 4% |
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% |
