vs
亨廷顿·英格尔斯工业（HII）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.的季度营收约是亨廷顿·英格尔斯工业的1.3倍（$2.2B vs $1.7B），亨廷顿·英格尔斯工业净利率更高（8.9% vs 4.5%，领先4.5%），亨廷顿·英格尔斯工业同比增速更快（13.8% vs 10.1%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-461.0M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -25.2%）
亨廷顿·英格尔斯工业（简称HII）是美国规模最大的军用造船企业，同时面向政府及行业合作伙伴提供专业服务。公司于2011年3月31日从诺斯罗普·格鲁曼公司分拆成立，在防务装备建造及配套服务领域拥有深厚技术积累与行业资源。
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。
HII 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
HII
高出3.7%
10.1%
净利率更高
HII
高出4.5%
4.5%
自由现金流更多
POST
多$580.3M
$-461.0M
两年增速更快
POST
近两年复合增速
-25.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $2.2B |
| 净利润 | $149.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 9.3% | 11.0% |
| 净利率 | 8.9% | 4.5% |
| 营收同比 | 13.8% | 10.1% |
| 净利润同比 | — | -14.6% |
| 每股收益（稀释后） | $3.79 | $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HIIPOST
| Q1 26 | $1.7B | — | ||
| Q4 25 | $3.5B | $2.2B | ||
| Q3 25 | $3.2B | $2.2B | ||
| Q2 25 | $3.1B | $2.0B | ||
| Q1 25 | $2.7B | $2.0B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $2.7B | $2.0B | ||
| Q2 24 | $3.0B | $1.9B |
净利润HIIPOST
| Q1 26 | $149.0M | — | ||
| Q4 25 | $159.0M | $96.8M | ||
| Q3 25 | $145.0M | $51.0M | ||
| Q2 25 | $152.0M | $108.8M | ||
| Q1 25 | $149.0M | $62.6M | ||
| Q4 24 | $123.0M | $113.3M | ||
| Q3 24 | $101.0M | $81.6M | ||
| Q2 24 | $173.0M | $99.8M |
毛利率HIIPOST
| 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HIIPOST
| Q1 26 | 9.3% | — | ||
| Q4 25 | 4.9% | 11.0% | ||
| Q3 25 | 5.0% | 7.5% | ||
| Q2 25 | 5.3% | 11.8% | ||
| Q1 25 | 5.9% | 9.3% | ||
| Q4 24 | 3.7% | 10.8% | ||
| Q3 24 | 3.0% | 9.5% | ||
| Q2 24 | 6.3% | 10.4% |
净利率HIIPOST
| Q1 26 | 8.9% | — | ||
| Q4 25 | 4.6% | 4.5% | ||
| Q3 25 | 4.5% | 2.3% | ||
| Q2 25 | 4.9% | 5.5% | ||
| Q1 25 | 5.4% | 3.2% | ||
| Q4 24 | 4.1% | 5.7% | ||
| Q3 24 | 3.7% | 4.1% | ||
| Q2 24 | 5.8% | 5.1% |
每股收益（稀释后）HIIPOST
| Q1 26 | $3.79 | — | ||
| Q4 25 | $4.06 | $1.71 | ||
| Q3 25 | $3.68 | $0.91 | ||
| Q2 25 | $3.86 | $1.79 | ||
| Q1 25 | $3.79 | $1.03 | ||
| Q4 24 | $3.15 | $1.78 | ||
| Q3 24 | $2.56 | $1.28 | ||
| Q2 24 | $4.38 | $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 | $216.0M | $279.3M |
| 总债务越低越好 | $2.7B | $7.5B |
| 股东权益账面价值 | $5.1B | $3.5B |
| 总资产 | $12.5B | $13.0B |
| 负债/权益比越低杠杆越低 | 0.52× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资HIIPOST
| Q1 26 | $216.0M | — | ||
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | — | $872.9M | ||
| Q3 24 | — | $787.4M | ||
| Q2 24 | — | $333.8M |
总债务HIIPOST
| Q1 26 | $2.7B | — | ||
| Q4 25 | $2.7B | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $2.7B | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
股东权益HIIPOST
| Q1 26 | $5.1B | — | ||
| Q4 25 | $5.1B | $3.5B | ||
| Q3 25 | $5.0B | $3.8B | ||
| Q2 25 | $4.9B | $4.0B | ||
| Q1 25 | $4.8B | $3.8B | ||
| Q4 24 | $4.7B | $3.9B | ||
| Q3 24 | $4.2B | $4.1B | ||
| Q2 24 | $4.2B | $3.9B |
总资产HIIPOST
| Q1 26 | $12.5B | — | ||
| Q4 25 | $12.7B | $13.0B | ||
| Q3 25 | $12.3B | $13.5B | ||
| Q2 25 | $12.1B | $13.4B | ||
| Q1 25 | $12.1B | $12.8B | ||
| Q4 24 | $12.1B | $12.8B | ||
| Q3 24 | $11.1B | $12.9B | ||
| Q2 24 | $11.3B | $12.1B |
负债/权益比HIIPOST
| Q1 26 | 0.52× | — | ||
| Q4 25 | 0.53× | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.58× | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 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 | $-390.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $-461.0M | $119.3M |
| 自由现金流率自由现金流/营收 | -27.7% | 5.5% |
| 资本支出强度资本支出/营收 | 4.4% | 5.4% |
| 现金转化率经营现金流/净利润 | -2.62× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $795.0M | $436.0M |
8季度趋势，按日历期对齐
经营现金流HIIPOST
| Q1 26 | $-390.0M | — | ||
| Q4 25 | $650.0M | $235.7M | ||
| Q3 25 | $118.0M | $301.3M | ||
| Q2 25 | $823.0M | $225.9M | ||
| Q1 25 | $-395.0M | $160.7M | ||
| Q4 24 | $391.0M | $310.4M | ||
| Q3 24 | $213.0M | $235.4M | ||
| Q2 24 | $-9.0M | $272.3M |
自由现金流HIIPOST
| Q1 26 | $-461.0M | — | ||
| Q4 25 | $516.0M | $119.3M | ||
| Q3 25 | $13.0M | $151.6M | ||
| Q2 25 | $727.0M | $94.9M | ||
| Q1 25 | $-462.0M | $70.2M | ||
| Q4 24 | $277.0M | $171.4M | ||
| Q3 24 | $125.0M | $96.2M | ||
| Q2 24 | $-99.0M | $161.5M |
自由现金流率HIIPOST
| Q1 26 | -27.7% | — | ||
| Q4 25 | 14.8% | 5.5% | ||
| Q3 25 | 0.4% | 6.7% | ||
| Q2 25 | 23.6% | 4.8% | ||
| Q1 25 | -16.9% | 3.6% | ||
| Q4 24 | 9.2% | 8.7% | ||
| Q3 24 | 4.5% | 4.8% | ||
| Q2 24 | -3.3% | 8.3% |
资本支出强度HIIPOST
| Q1 26 | 4.4% | — | ||
| Q4 25 | 3.9% | 5.4% | ||
| Q3 25 | 3.3% | 6.7% | ||
| Q2 25 | 3.1% | 6.6% | ||
| Q1 25 | 2.5% | 4.6% | ||
| Q4 24 | 3.8% | 7.0% | ||
| Q3 24 | 3.2% | 6.9% | ||
| Q2 24 | 3.0% | 5.7% |
现金转化率HIIPOST
| Q1 26 | -2.62× | — | ||
| Q4 25 | 4.09× | 2.43× | ||
| Q3 25 | 0.81× | 5.91× | ||
| Q2 25 | 5.41× | 2.08× | ||
| Q1 25 | -2.65× | 2.57× | ||
| Q4 24 | 3.18× | 2.74× | ||
| Q3 24 | 2.11× | 2.88× | ||
| Q2 24 | -0.05× | 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
HII
暂无分部数据
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% |
