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格罗方德（GFS）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.的季度营收约是格罗方德的1.3倍（$2.2B vs $1.7B），格罗方德净利率更高（14.8% vs 4.5%，领先10.3%），Post Holdings, Inc.同比增速更快（10.1% vs -2.9%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -4.3%）
格罗方德是跨国半导体代工及设计企业，注册地为开曼群岛，总部位于美国纽约州马耳他。公司2009年3月由AMD制造业务分拆成立，2021年10月完成首次公开募股，阿联酋主权财富基金穆巴达拉投资公司目前仍持有其82%的多数股权。
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。
GFS vs POST — 直观对比
营收规模更大
POST
是对方的1.3倍
$1.7B
营收增速更快
POST
高出13.1%
-2.9%
净利率更高
GFS
高出10.3%
4.5%
两年增速更快
POST
近两年复合增速
-4.3%
损益表 — Q3 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $249.0M | $96.8M |
| 毛利率 | 24.8% | 29.4% |
| 营业利润率 | 11.6% | 11.0% |
| 净利率 | 14.8% | 4.5% |
| 营收同比 | -2.9% | 10.1% |
| 净利润同比 | 39.9% | -14.6% |
| 每股收益（稀释后） | $0.44 | $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GFSPOST
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.7B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | $1.7B | $2.0B | ||
| Q2 24 | $1.6B | $1.9B | ||
| Q1 24 | $1.5B | $2.0B |
净利润GFSPOST
| Q4 25 | — | $96.8M | ||
| Q3 25 | $249.0M | $51.0M | ||
| Q2 25 | $228.0M | $108.8M | ||
| Q1 25 | $211.0M | $62.6M | ||
| Q4 24 | — | $113.3M | ||
| Q3 24 | $178.0M | $81.6M | ||
| Q2 24 | $155.0M | $99.8M | ||
| Q1 24 | $134.0M | $97.2M |
毛利率GFSPOST
| Q4 25 | — | 29.4% | ||
| Q3 25 | 24.8% | 26.8% | ||
| Q2 25 | 24.2% | 30.0% | ||
| Q1 25 | 22.4% | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | 23.8% | 28.6% | ||
| Q2 24 | 24.2% | 29.6% | ||
| Q1 24 | 25.4% | 29.0% |
营业利润率GFSPOST
| Q4 25 | — | 11.0% | ||
| Q3 25 | 11.6% | 7.5% | ||
| Q2 25 | 11.6% | 11.8% | ||
| Q1 25 | 9.5% | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | 10.6% | 9.5% | ||
| Q2 24 | 9.5% | 10.4% | ||
| Q1 24 | 9.5% | 9.5% |
净利率GFSPOST
| Q4 25 | — | 4.5% | ||
| Q3 25 | 14.8% | 2.3% | ||
| Q2 25 | 13.5% | 5.5% | ||
| Q1 25 | 13.3% | 3.2% | ||
| Q4 24 | — | 5.7% | ||
| Q3 24 | 10.2% | 4.1% | ||
| Q2 24 | 9.5% | 5.1% | ||
| Q1 24 | 8.7% | 4.9% |
每股收益（稀释后）GFSPOST
| Q4 25 | — | $1.71 | ||
| Q3 25 | $0.44 | $0.91 | ||
| Q2 25 | $0.41 | $1.79 | ||
| Q1 25 | $0.38 | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | $0.32 | $1.28 | ||
| Q2 24 | $0.28 | $1.53 | ||
| Q1 24 | $0.24 | $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 | — | $7.5B |
| 股东权益账面价值 | $11.8B | $3.5B |
| 总资产 | $16.7B | $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GFSPOST
| Q4 25 | — | $279.3M | ||
| Q3 25 | $2.0B | $176.7M | ||
| Q2 25 | $1.8B | $1.1B | ||
| Q1 25 | $1.6B | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | $2.3B | $787.4M | ||
| Q2 24 | $2.2B | $333.8M | ||
| Q1 24 | $2.2B | $333.4M |
总债务GFSPOST
| 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GFSPOST
| Q4 25 | — | $3.5B | ||
| Q3 25 | $11.8B | $3.8B | ||
| Q2 25 | $11.5B | $4.0B | ||
| Q1 25 | $11.1B | $3.8B | ||
| Q4 24 | — | $3.9B | ||
| Q3 24 | $11.6B | $4.1B | ||
| Q2 24 | $11.3B | $3.9B | ||
| Q1 24 | $11.3B | $4.0B |
总资产GFSPOST
| Q4 25 | — | $13.0B | ||
| Q3 25 | $16.7B | $13.5B | ||
| Q2 25 | $16.8B | $13.4B | ||
| Q1 25 | $16.5B | $12.8B | ||
| Q4 24 | — | $12.8B | ||
| Q3 24 | $18.1B | $12.9B | ||
| Q2 24 | — | $12.1B | ||
| Q1 24 | — | $12.2B |
负债/权益比GFSPOST
| 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 | $595.0M | $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 | — | 5.4% |
| 现金转化率经营现金流/净利润 | 2.39× | 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GFSPOST
| Q4 25 | — | $235.7M | ||
| Q3 25 | $595.0M | $301.3M | ||
| Q2 25 | $431.0M | $225.9M | ||
| Q1 25 | $331.0M | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | $375.0M | $235.4M | ||
| Q2 24 | $402.0M | $272.3M | ||
| Q1 24 | $488.0M | $249.6M |
自由现金流GFSPOST
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M | ||
| Q1 24 | — | $150.9M |
自由现金流率GFSPOST
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% | ||
| Q1 24 | — | 7.5% |
资本支出强度GFSPOST
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | 4.9% |
现金转化率GFSPOST
| Q4 25 | — | 2.43× | ||
| Q3 25 | 2.39× | 5.91× | ||
| Q2 25 | 1.89× | 2.08× | ||
| Q1 25 | 1.57× | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | 2.11× | 2.88× | ||
| Q2 24 | 2.59× | 2.73× | ||
| Q1 24 | 3.64× | 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
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
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% |
