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宜瑞安（INGR）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.的季度营收约是宜瑞安的1.2倍（$2.2B vs $1.8B）。宜瑞安净利率更高（9.5% vs 4.5%，领先5.1%）。Post Holdings, Inc.同比增速更快（10.1% vs -2.4%）。宜瑞安自由现金流更多（$270.0M vs $119.3M）。过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -3.4%）
宜瑞安（Ingredion Inc.）是总部位于美国伊利诺伊州的食品饮料配料供应商，主打产品包括淀粉、非转基因甜味剂、甜菊糖、豌豆蛋白等，以玉米、木薯、马铃薯、谷物、果蔬等为原料，产品供应食品、饮料、酿造、制药等多个行业，在全球44个站点拥有约1.2万名员工，客户覆盖超120个国家。
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。
INGR vs POST — 直观对比
营收规模更大
POST
是对方的1.2倍
$1.8B
营收增速更快
POST
高出12.5%
-2.4%
净利率更高
INGR
高出5.1%
4.5%
自由现金流更多
INGR
多$150.7M
$119.3M
两年增速更快
POST
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $1.8B | $2.2B |
| 净利润 | $167.0M | $96.8M |
| 毛利率 | 24.5% | 29.4% |
| 营业利润率 | 12.5% | 11.0% |
| 净利率 | 9.5% | 4.5% |
| 营收同比 | -2.4% | 10.1% |
| 净利润同比 | 72.2% | -14.6% |
| 每股收益（稀释后） | $2.58 | $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INGRPOST
| Q4 25 | $1.8B | $2.2B | ||
| Q3 25 | $1.8B | $2.2B | ||
| Q2 25 | $1.8B | $2.0B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.9B | $2.0B |
净利润INGRPOST
| Q4 25 | $167.0M | $96.8M | ||
| Q3 25 | $171.0M | $51.0M | ||
| Q2 25 | $196.0M | $108.8M | ||
| Q1 25 | $197.0M | $62.6M | ||
| Q4 24 | $97.0M | $113.3M | ||
| Q3 24 | $188.0M | $81.6M | ||
| Q2 24 | $148.0M | $99.8M | ||
| Q1 24 | $216.0M | $97.2M |
毛利率INGRPOST
| Q4 25 | 24.5% | 29.4% | ||
| Q3 25 | 25.1% | 26.8% | ||
| Q2 25 | 26.0% | 30.0% | ||
| Q1 25 | 25.7% | 28.0% | ||
| Q4 24 | 24.9% | 30.1% | ||
| Q3 24 | 25.6% | 28.6% | ||
| Q2 24 | 23.7% | 29.6% | ||
| Q1 24 | 22.2% | 29.0% |
营业利润率INGRPOST
| Q4 25 | 12.5% | 11.0% | ||
| Q3 25 | 13.7% | 7.5% | ||
| Q2 25 | 14.8% | 11.8% | ||
| Q1 25 | 15.2% | 9.3% | ||
| Q4 24 | 9.0% | 10.8% | ||
| Q3 24 | 14.3% | 9.5% | ||
| Q2 24 | 12.8% | 10.4% | ||
| Q1 24 | 11.3% | 9.5% |
净利率INGRPOST
| Q4 25 | 9.5% | 4.5% | ||
| Q3 25 | 9.4% | 2.3% | ||
| Q2 25 | 10.7% | 5.5% | ||
| Q1 25 | 10.9% | 3.2% | ||
| Q4 24 | 5.4% | 5.7% | ||
| Q3 24 | 10.1% | 4.1% | ||
| Q2 24 | 7.9% | 5.1% | ||
| Q1 24 | 11.5% | 4.9% |
每股收益（稀释后）INGRPOST
| Q4 25 | $2.58 | $1.71 | ||
| Q3 25 | $2.61 | $0.91 | ||
| Q2 25 | $2.99 | $1.79 | ||
| Q1 25 | $3.00 | $1.03 | ||
| Q4 24 | $1.43 | $1.78 | ||
| Q3 24 | $2.83 | $1.28 | ||
| Q2 24 | $2.22 | $1.53 | ||
| Q1 24 | $3.23 | $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 | $1.0B | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $4.3B | $3.5B |
| 总资产 | $7.9B | $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INGRPOST
| Q4 25 | $1.0B | $279.3M | ||
| Q3 25 | $915.0M | $176.7M | ||
| Q2 25 | $861.0M | $1.1B | ||
| Q1 25 | $837.0M | $617.6M | ||
| Q4 24 | $997.0M | $872.9M | ||
| Q3 24 | $877.0M | $787.4M | ||
| Q2 24 | $505.0M | $333.8M | ||
| Q1 24 | $438.0M | $333.4M |
总债务INGRPOST
| 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INGRPOST
| Q4 25 | $4.3B | $3.5B | ||
| Q3 25 | $4.2B | $3.8B | ||
| Q2 25 | $4.2B | $4.0B | ||
| Q1 25 | $4.0B | $3.8B | ||
| Q4 24 | $3.8B | $3.9B | ||
| Q3 24 | $4.0B | $4.1B | ||
| Q2 24 | $3.7B | $3.9B | ||
| Q1 24 | $3.7B | $4.0B |
总资产INGRPOST
| Q4 25 | $7.9B | $13.0B | ||
| Q3 25 | $7.8B | $13.5B | ||
| Q2 25 | $7.8B | $13.4B | ||
| Q1 25 | $7.5B | $12.8B | ||
| Q4 24 | $7.4B | $12.8B | ||
| Q3 24 | $7.5B | $12.9B | ||
| Q2 24 | $7.2B | $12.1B | ||
| Q1 24 | $7.3B | $12.2B |
负债/权益比INGRPOST
| 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 | $405.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $270.0M | $119.3M |
| 自由现金流率自由现金流/营收 | 15.4% | 5.5% |
| 资本支出强度资本支出/营收 | 7.7% | 5.4% |
| 现金转化率经营现金流/净利润 | 2.43× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $511.0M | $436.0M |
8季度趋势，按日历期对齐
经营现金流INGRPOST
| Q4 25 | $405.0M | $235.7M | ||
| Q3 25 | $277.0M | $301.3M | ||
| Q2 25 | $185.0M | $225.9M | ||
| Q1 25 | $77.0M | $160.7M | ||
| Q4 24 | $436.0M | $310.4M | ||
| Q3 24 | $479.0M | $235.4M | ||
| Q2 24 | $312.0M | $272.3M | ||
| Q1 24 | $209.0M | $249.6M |
自由现金流INGRPOST
| Q4 25 | $270.0M | $119.3M | ||
| Q3 25 | $172.0M | $151.6M | ||
| Q2 25 | $84.0M | $94.9M | ||
| Q1 25 | $-15.0M | $70.2M | ||
| Q4 24 | $311.0M | $171.4M | ||
| Q3 24 | $429.0M | $96.2M | ||
| Q2 24 | $257.0M | $161.5M | ||
| Q1 24 | $144.0M | $150.9M |
自由现金流率INGRPOST
| Q4 25 | 15.4% | 5.5% | ||
| Q3 25 | 9.5% | 6.7% | ||
| Q2 25 | 4.6% | 4.8% | ||
| Q1 25 | -0.8% | 3.6% | ||
| Q4 24 | 17.3% | 8.7% | ||
| Q3 24 | 22.9% | 4.8% | ||
| Q2 24 | 13.7% | 8.3% | ||
| Q1 24 | 7.7% | 7.5% |
资本支出强度INGRPOST
| Q4 25 | 7.7% | 5.4% | ||
| Q3 25 | 5.8% | 6.7% | ||
| Q2 25 | 5.5% | 6.6% | ||
| Q1 25 | 5.1% | 4.6% | ||
| Q4 24 | 6.9% | 7.0% | ||
| Q3 24 | 2.7% | 6.9% | ||
| Q2 24 | 2.9% | 5.7% | ||
| Q1 24 | 3.5% | 4.9% |
现金转化率INGRPOST
| Q4 25 | 2.43× | 2.43× | ||
| Q3 25 | 1.62× | 5.91× | ||
| Q2 25 | 0.94× | 2.08× | ||
| Q1 25 | 0.39× | 2.57× | ||
| Q4 24 | 4.49× | 2.74× | ||
| Q3 24 | 2.55× | 2.88× | ||
| Q2 24 | 2.11× | 2.73× | ||
| Q1 24 | 0.97× | 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
INGR
| Food And Industrial Ingredients LATAM Segment | $599.0M | 34% |
| Texture And Healthful Solutions Segment | $598.0M | 34% |
| Food And Industrial Ingredients U.S.Canada Segment | $486.0M | 28% |
| Other | $74.0M | 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% |
