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Liberty Global Ltd.（LBTYA）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
Liberty Global Ltd.的季度营收约是Post Holdings, Inc.的1.1倍（$2.4B vs $2.2B），Liberty Global Ltd.净利率更高（15.0% vs 4.5%，领先10.5%），Post Holdings, Inc.同比增速更快（10.1% vs -3.6%），过去两年Liberty Global Ltd.的营收复合增速更高（12.9% vs 4.3%）
自由全球有限公司是一家英荷美合资的跨国电信企业，注册地位于百慕大，在伦敦、阿姆斯特丹和丹佛均设有总部。公司旗下拥有英国自由全球控股有限公司、荷兰自由全球有限公司及美国自由全球公司三大主体，其中英国主体为上市实体。企业由自由媒体国际业务部与UnitedGlobalCom于2005年合并成立，在全球电信服务领域拥有深厚的行业积累。
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。
LBTYA vs POST — 直观对比
营收规模更大
LBTYA
是对方的1.1倍
$2.2B
营收增速更快
POST
高出13.8%
-3.6%
净利率更高
LBTYA
高出10.5%
4.5%
两年增速更快
LBTYA
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.4B | $2.2B |
| 净利润 | $358.2M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 1.0% | 11.0% |
| 净利率 | 15.0% | 4.5% |
| 营收同比 | -3.6% | 10.1% |
| 净利润同比 | 127.1% | -14.6% |
| 每股收益（稀释后） | — | $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LBTYAPOST
| Q1 26 | $2.4B | — | ||
| Q4 25 | $1.2B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.3B | $2.0B | ||
| Q1 25 | $1.2B | $2.0B | ||
| Q4 24 | $-1.4B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B |
净利润LBTYAPOST
| Q1 26 | $358.2M | — | ||
| Q4 25 | $-2.9B | $96.8M | ||
| Q3 25 | $-90.7M | $51.0M | ||
| Q2 25 | $-2.8B | $108.8M | ||
| Q1 25 | $-1.3B | $62.6M | ||
| Q4 24 | $2.2B | $113.3M | ||
| Q3 24 | $-1.4B | $81.6M | ||
| Q2 24 | $268.1M | $99.8M |
毛利率LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | 66.8% | 29.4% | ||
| Q3 25 | 67.5% | 26.8% | ||
| Q2 25 | 63.3% | 30.0% | ||
| Q1 25 | 65.6% | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | 69.4% | 28.6% | ||
| Q2 24 | 68.5% | 29.6% |
营业利润率LBTYAPOST
| Q1 26 | 1.0% | — | ||
| Q4 25 | -8.6% | 11.0% | ||
| Q3 25 | -0.7% | 7.5% | ||
| Q2 25 | 2.3% | 11.8% | ||
| Q1 25 | 5.2% | 9.3% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | 5.2% | 9.5% | ||
| Q2 24 | 1.0% | 10.4% |
净利率LBTYAPOST
| Q1 26 | 15.0% | — | ||
| Q4 25 | -237.0% | 4.5% | ||
| Q3 25 | -7.5% | 2.3% | ||
| Q2 25 | -220.1% | 5.5% | ||
| Q1 25 | -114.2% | 3.2% | ||
| Q4 24 | -158.9% | 5.7% | ||
| Q3 24 | -74.1% | 4.1% | ||
| Q2 24 | 14.3% | 5.1% |
每股收益（稀释后）LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | $-8.66 | $1.71 | ||
| Q3 25 | $-0.27 | $0.91 | ||
| Q2 25 | $-8.09 | $1.79 | ||
| Q1 25 | $-3.84 | $1.03 | ||
| Q4 24 | $6.15 | $1.78 | ||
| Q3 24 | $-3.95 | $1.28 | ||
| Q2 24 | $0.71 | $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 | $-387.3M | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | — | $3.5B |
| 总资产 | — | $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LBTYAPOST
| Q1 26 | $-387.3M | — | ||
| Q4 25 | $2.2B | $279.3M | ||
| Q3 25 | $1.7B | $176.7M | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $2.0B | $617.6M | ||
| Q4 24 | $2.2B | $872.9M | ||
| Q3 24 | $3.3B | $787.4M | ||
| Q2 24 | $3.2B | $333.8M |
总债务LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | $7.8B | $7.5B | ||
| Q3 25 | $7.8B | $7.4B | ||
| Q2 25 | $7.8B | $7.3B | ||
| Q1 25 | $8.2B | $6.9B | ||
| Q4 24 | $8.2B | $6.9B | ||
| Q3 24 | $14.9B | $6.8B | ||
| Q2 24 | $14.7B | $6.4B |
股东权益LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | $9.7B | $3.5B | ||
| Q3 25 | $12.7B | $3.8B | ||
| Q2 25 | $13.0B | $4.0B | ||
| Q1 25 | $12.6B | $3.8B | ||
| Q4 24 | $12.4B | $3.9B | ||
| Q3 24 | $18.7B | $4.1B | ||
| Q2 24 | $18.3B | $3.9B |
总资产LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | $22.6B | $13.0B | ||
| Q3 25 | $25.4B | $13.5B | ||
| Q2 25 | $27.2B | $13.4B | ||
| Q1 25 | $26.0B | $12.8B | ||
| Q4 24 | $25.4B | $12.8B | ||
| Q3 24 | $41.8B | $12.9B | ||
| Q2 24 | $40.8B | $12.1B |
负债/权益比LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 2.16× | ||
| Q3 25 | 0.61× | 1.98× | ||
| Q2 25 | 0.60× | 1.84× | ||
| Q1 25 | 0.65× | 1.81× | ||
| Q4 24 | 0.66× | 1.79× | ||
| Q3 24 | 0.80× | 1.67× | ||
| Q2 24 | 0.80× | 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 | $107.6M | $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 | 1.5% | 5.4% |
| 现金转化率经营现金流/净利润 | 0.30× | 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LBTYAPOST
| Q1 26 | $107.6M | — | ||
| Q4 25 | $630.9M | $235.7M | ||
| Q3 25 | $301.8M | $301.3M | ||
| Q2 25 | $149.2M | $225.9M | ||
| Q1 25 | $129.2M | $160.7M | ||
| Q4 24 | $791.6M | $310.4M | ||
| Q3 24 | $449.5M | $235.4M | ||
| Q2 24 | $546.1M | $272.3M |
自由现金流LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | $193.3M | $119.3M | ||
| Q3 25 | $-41.1M | $151.6M | ||
| Q2 25 | $-170.1M | $94.9M | ||
| Q1 25 | $-114.1M | $70.2M | ||
| Q4 24 | $712.9M | $171.4M | ||
| Q3 24 | $102.4M | $96.2M | ||
| Q2 24 | $256.8M | $161.5M |
自由现金流率LBTYAPOST
| Q1 26 | — | — | ||
| Q4 25 | 15.7% | 5.5% | ||
| Q3 25 | -3.4% | 6.7% | ||
| Q2 25 | -13.4% | 4.8% | ||
| Q1 25 | -9.7% | 3.6% | ||
| Q4 24 | -50.5% | 8.7% | ||
| Q3 24 | 5.3% | 4.8% | ||
| Q2 24 | 13.7% | 8.3% |
资本支出强度LBTYAPOST
| Q1 26 | 1.5% | — | ||
| Q4 25 | 35.5% | 5.4% | ||
| Q3 25 | 28.4% | 6.7% | ||
| Q2 25 | 25.2% | 6.6% | ||
| Q1 25 | 20.8% | 4.6% | ||
| Q4 24 | -5.6% | 7.0% | ||
| Q3 24 | 17.9% | 6.9% | ||
| Q2 24 | 15.4% | 5.7% |
现金转化率LBTYAPOST
| Q1 26 | 0.30× | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 0.35× | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | 2.04× | 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
LBTYA
| Mobile Service | $775.2M | 32% |
| Fixed Service | $772.0M | 32% |
| Business | $308.7M | 13% |
| Wholesale | $256.9M | 11% |
| Business Service | $233.2M | 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% |
