vs
Freshpet, Inc.（FRPT）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Freshpet, Inc.的7.6倍（$2.2B vs $285.2M）。Freshpet, Inc.净利率更高（11.9% vs 4.5%，领先7.4%）。Post Holdings, Inc.同比增速更快（10.1% vs 8.6%）。Post Holdings, Inc.自由现金流更多（$119.3M vs $2.1M）。过去两年Freshpet, Inc.的营收复合增速更高（12.9% vs 4.3%）
Freshpet, Inc.是一家美国宠物食品企业，主打鲜制猫粮、狗粮产品，相关产品需冷藏保存，目前在纳斯达克上市，股票代码为FRPT。
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。
FRPT vs POST — 直观对比
营收规模更大
POST
是对方的7.6倍
$285.2M
营收增速更快
POST
高出1.6%
8.6%
净利率更高
FRPT
高出7.4%
4.5%
自由现金流更多
POST
多$117.2M
$2.1M
两年增速更快
FRPT
近两年复合增速
4.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $285.2M | $2.2B |
| 净利润 | $33.8M | $96.8M |
| 毛利率 | 43.3% | 29.4% |
| 营业利润率 | 15.6% | 11.0% |
| 净利率 | 11.9% | 4.5% |
| 营收同比 | 8.6% | 10.1% |
| 净利润同比 | 86.6% | -14.6% |
| 每股收益（稀释后） | $0.71 | $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FRPTPOST
| Q4 25 | $285.2M | $2.2B | ||
| Q3 25 | $288.8M | $2.2B | ||
| Q2 25 | $264.7M | $2.0B | ||
| Q1 25 | $263.2M | $2.0B | ||
| Q4 24 | $262.7M | $2.0B | ||
| Q3 24 | $253.4M | $2.0B | ||
| Q2 24 | $235.3M | $1.9B | ||
| Q1 24 | $223.8M | $2.0B |
净利润FRPTPOST
| Q4 25 | $33.8M | $96.8M | ||
| Q3 25 | $101.7M | $51.0M | ||
| Q2 25 | $16.4M | $108.8M | ||
| Q1 25 | $-12.7M | $62.6M | ||
| Q4 24 | $18.1M | $113.3M | ||
| Q3 24 | $11.9M | $81.6M | ||
| Q2 24 | $-1.7M | $99.8M | ||
| Q1 24 | $18.6M | $97.2M |
毛利率FRPTPOST
| Q4 25 | 43.3% | 29.4% | ||
| Q3 25 | 39.5% | 26.8% | ||
| Q2 25 | 40.9% | 30.0% | ||
| Q1 25 | 39.4% | 28.0% | ||
| Q4 24 | 42.5% | 30.1% | ||
| Q3 24 | 40.4% | 28.6% | ||
| Q2 24 | 39.9% | 29.6% | ||
| Q1 24 | 39.4% | 29.0% |
营业利润率FRPTPOST
| Q4 25 | 15.6% | 11.0% | ||
| Q3 25 | 8.6% | 7.5% | ||
| Q2 25 | 6.7% | 11.8% | ||
| Q1 25 | -4.4% | 9.3% | ||
| Q4 24 | 7.4% | 10.8% | ||
| Q3 24 | 4.7% | 9.5% | ||
| Q2 24 | -0.7% | 10.4% | ||
| Q1 24 | 3.8% | 9.5% |
净利率FRPTPOST
| Q4 25 | 11.9% | 4.5% | ||
| Q3 25 | 35.2% | 2.3% | ||
| Q2 25 | 6.2% | 5.5% | ||
| Q1 25 | -4.8% | 3.2% | ||
| Q4 24 | 6.9% | 5.7% | ||
| Q3 24 | 4.7% | 4.1% | ||
| Q2 24 | -0.7% | 5.1% | ||
| Q1 24 | 8.3% | 4.9% |
每股收益（稀释后）FRPTPOST
| Q4 25 | $0.71 | $1.71 | ||
| Q3 25 | $1.86 | $0.91 | ||
| Q2 25 | $0.33 | $1.79 | ||
| Q1 25 | $-0.26 | $1.03 | ||
| Q4 24 | $0.35 | $1.78 | ||
| Q3 24 | $0.24 | $1.28 | ||
| Q2 24 | $-0.03 | $1.53 | ||
| Q1 24 | $0.37 | $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 | $278.0M | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $1.2B | $3.5B |
| 总资产 | $1.8B | $13.0B |
| 负债/权益比越低杠杆越低 | — | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资FRPTPOST
| Q4 25 | $278.0M | $279.3M | ||
| Q3 25 | $274.6M | $176.7M | ||
| Q2 25 | $243.7M | $1.1B | ||
| Q1 25 | $243.7M | $617.6M | ||
| Q4 24 | $268.6M | $872.9M | ||
| Q3 24 | $274.6M | $787.4M | ||
| Q2 24 | $251.7M | $333.8M | ||
| Q1 24 | $257.9M | $333.4M |
总债务FRPTPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益FRPTPOST
| Q4 25 | $1.2B | $3.5B | ||
| Q3 25 | $1.2B | $3.8B | ||
| Q2 25 | $1.1B | $4.0B | ||
| Q1 25 | $1.0B | $3.8B | ||
| Q4 24 | $1.1B | $3.9B | ||
| Q3 24 | $1.0B | $4.1B | ||
| Q2 24 | $995.8M | $3.9B | ||
| Q1 24 | $977.8M | $4.0B |
总资产FRPTPOST
| Q4 25 | $1.8B | $13.0B | ||
| Q3 25 | $1.7B | $13.5B | ||
| Q2 25 | $1.6B | $13.4B | ||
| Q1 25 | $1.6B | $12.8B | ||
| Q4 24 | $1.6B | $12.8B | ||
| Q3 24 | $1.5B | $12.9B | ||
| Q2 24 | $1.5B | $12.1B | ||
| Q1 24 | $1.5B | $12.2B |
负债/权益比FRPTPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 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 | $55.1M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $2.1M | $119.3M |
| 自由现金流率自由现金流/营收 | 0.7% | 5.5% |
| 资本支出强度资本支出/营收 | 18.6% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.63× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $12.4M | $436.0M |
8季度趋势，按日历期对齐
经营现金流FRPTPOST
| Q4 25 | $55.1M | $235.7M | ||
| Q3 25 | $66.8M | $301.3M | ||
| Q2 25 | $33.9M | $225.9M | ||
| Q1 25 | $4.8M | $160.7M | ||
| Q4 24 | $50.4M | $310.4M | ||
| Q3 24 | $56.1M | $235.4M | ||
| Q2 24 | $42.4M | $272.3M | ||
| Q1 24 | $5.4M | $249.6M |
自由现金流FRPTPOST
| Q4 25 | $2.1M | $119.3M | ||
| Q3 25 | $31.6M | $151.6M | ||
| Q2 25 | $445.0K | $94.9M | ||
| Q1 25 | $-21.7M | $70.2M | ||
| Q4 24 | $-7.9M | $171.4M | ||
| Q3 24 | $22.1M | $96.2M | ||
| Q2 24 | $-5.9M | $161.5M | ||
| Q1 24 | $-41.1M | $150.9M |
自由现金流率FRPTPOST
| Q4 25 | 0.7% | 5.5% | ||
| Q3 25 | 10.9% | 6.7% | ||
| Q2 25 | 0.2% | 4.8% | ||
| Q1 25 | -8.2% | 3.6% | ||
| Q4 24 | -3.0% | 8.7% | ||
| Q3 24 | 8.7% | 4.8% | ||
| Q2 24 | -2.5% | 8.3% | ||
| Q1 24 | -18.3% | 7.5% |
资本支出强度FRPTPOST
| Q4 25 | 18.6% | 5.4% | ||
| Q3 25 | 12.2% | 6.7% | ||
| Q2 25 | 12.6% | 6.6% | ||
| Q1 25 | 10.1% | 4.6% | ||
| Q4 24 | 22.2% | 7.0% | ||
| Q3 24 | 13.4% | 6.9% | ||
| Q2 24 | 20.5% | 5.7% | ||
| Q1 24 | 20.8% | 4.9% |
现金转化率FRPTPOST
| Q4 25 | 1.63× | 2.43× | ||
| Q3 25 | 0.66× | 5.91× | ||
| Q2 25 | 2.07× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 2.78× | 2.74× | ||
| Q3 24 | 4.72× | 2.88× | ||
| Q2 24 | — | 2.73× | ||
| Q1 24 | 0.29× | 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
FRPT
| Sales Channel Grocery Mass International And Digital | $228.4M | 80% |
| Sales Channel Pet Specialty And Club | $56.8M | 20% |
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% |
