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诺唯真游轮控股（LINE）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.的季度营收约是诺唯真游轮控股的1.7倍（$2.2B vs $1.3B），Post Holdings, Inc.净利率更高（4.5% vs -3.9%，领先8.4%），Post Holdings, Inc.同比增速更快（10.1% vs 0.4%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -1.2%）
诺唯真游轮控股是一家总部位于美国、注册地为百慕大的企业，旗下全资运营诺唯真游轮、大洋游轮、丽晶七海游轮三大品牌，合并业务规模位列全球游轮运营商第三位，目前在纽约证券交易所挂牌上市。
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。
LINE vs POST — 直观对比
营收规模更大
POST
是对方的1.7倍
$1.3B
营收增速更快
POST
高出9.7%
0.4%
净利率更高
POST
高出8.4%
-3.9%
两年增速更快
POST
近两年复合增速
-1.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.3B | $2.2B |
| 净利润 | $-51.0M | $96.8M |
| 毛利率 | — | 29.4% |
| 营业利润率 | 2.8% | 11.0% |
| 净利率 | -3.9% | 4.5% |
| 营收同比 | 0.4% | 10.1% |
| 净利润同比 | — | -14.6% |
| 每股收益（稀释后） | $-0.18 | $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LINEPOST
| Q1 26 | $1.3B | — | ||
| Q4 25 | — | $2.2B | ||
| Q3 25 | $1.4B | $2.2B | ||
| Q2 25 | $1.4B | $2.0B | ||
| Q1 25 | $1.3B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.3B | $1.9B |
净利润LINEPOST
| Q1 26 | $-51.0M | — | ||
| Q4 25 | — | $96.8M | ||
| Q3 25 | $-100.0M | $51.0M | ||
| Q2 25 | $-6.0M | $108.8M | ||
| Q1 25 | $0 | $62.6M | ||
| Q4 24 | $-71.0M | $113.3M | ||
| Q3 24 | $-485.0M | $81.6M | ||
| Q2 24 | $-68.0M | $99.8M |
毛利率LINEPOST
| Q1 26 | — | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | 32.3% | 26.8% | ||
| Q2 25 | 31.9% | 30.0% | ||
| Q1 25 | 32.2% | 28.0% | ||
| Q4 24 | 32.3% | 30.1% | ||
| Q3 24 | 32.8% | 28.6% | ||
| Q2 24 | 33.4% | 29.6% |
营业利润率LINEPOST
| Q1 26 | 2.8% | — | ||
| Q4 25 | — | 11.0% | ||
| Q3 25 | 2.5% | 7.5% | ||
| Q2 25 | 1.7% | 11.8% | ||
| Q1 25 | 4.3% | 9.3% | ||
| Q4 24 | -1.6% | 10.8% | ||
| Q3 24 | -38.6% | 9.5% | ||
| Q2 24 | 5.5% | 10.4% |
净利率LINEPOST
| Q1 26 | -3.9% | — | ||
| Q4 25 | — | 4.5% | ||
| Q3 25 | -7.3% | 2.3% | ||
| Q2 25 | -0.4% | 5.5% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | -5.3% | 5.7% | ||
| Q3 24 | -36.3% | 4.1% | ||
| Q2 24 | -5.1% | 5.1% |
每股收益（稀释后）LINEPOST
| Q1 26 | $-0.18 | — | ||
| Q4 25 | — | $1.71 | ||
| Q3 25 | $-0.44 | $0.91 | ||
| Q2 25 | $-0.03 | $1.79 | ||
| Q1 25 | $0.01 | $1.03 | ||
| Q4 24 | $-0.52 | $1.78 | ||
| Q3 24 | $-2.44 | $1.28 | ||
| Q2 24 | $-0.46 | $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 | — | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $8.1B | $3.5B |
| 总资产 | $19.0B | $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LINEPOST
| Q1 26 | — | — | ||
| Q4 25 | — | $279.3M | ||
| Q3 25 | — | $176.7M | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | $617.6M | ||
| Q4 24 | $173.0M | $872.9M | ||
| Q3 24 | $409.0M | $787.4M | ||
| Q2 24 | $73.0M | $333.8M |
总债务LINEPOST
| Q1 26 | — | — | ||
| 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 |
股东权益LINEPOST
| Q1 26 | $8.1B | — | ||
| Q4 25 | — | $3.5B | ||
| Q3 25 | $8.4B | $3.8B | ||
| Q2 25 | $8.6B | $4.0B | ||
| Q1 25 | $8.6B | $3.8B | ||
| Q4 24 | $8.6B | $3.9B | ||
| Q3 24 | $9.0B | $4.1B | ||
| Q2 24 | $4.9B | $3.9B |
总资产LINEPOST
| Q1 26 | $19.0B | — | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | $19.2B | $13.5B | ||
| Q2 25 | $19.4B | $13.4B | ||
| Q1 25 | $18.8B | $12.8B | ||
| Q4 24 | $18.7B | $12.8B | ||
| Q3 24 | $19.3B | $12.9B | ||
| Q2 24 | $18.8B | $12.1B |
负债/权益比LINEPOST
| Q1 26 | — | — | ||
| 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× |
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 | $130.0M | $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 | 2.4% | 5.4% |
| 现金转化率经营现金流/净利润 | — | 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LINEPOST
| Q1 26 | $130.0M | — | ||
| Q4 25 | — | $235.7M | ||
| Q3 25 | $230.0M | $301.3M | ||
| Q2 25 | $258.0M | $225.9M | ||
| Q1 25 | $139.0M | $160.7M | ||
| Q4 24 | — | $310.4M | ||
| Q3 24 | $186.0M | $235.4M | ||
| Q2 24 | $155.0M | $272.3M |
自由现金流LINEPOST
| Q1 26 | — | — | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | $35.0M | $151.6M | ||
| Q2 25 | $95.0M | $94.9M | ||
| Q1 25 | $-12.0M | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | $33.0M | $96.2M | ||
| Q2 24 | $-31.0M | $161.5M |
自由现金流率LINEPOST
| Q1 26 | — | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 2.5% | 6.7% | ||
| Q2 25 | 7.0% | 4.8% | ||
| Q1 25 | -0.9% | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | 2.5% | 4.8% | ||
| Q2 24 | -2.3% | 8.3% |
资本支出强度LINEPOST
| Q1 26 | 2.4% | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | 14.2% | 6.7% | ||
| Q2 25 | 12.1% | 6.6% | ||
| Q1 25 | 11.7% | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | 11.5% | 6.9% | ||
| Q2 24 | 13.9% | 5.7% |
现金转化率LINEPOST
| Q1 26 | — | — | ||
| Q4 25 | — | 2.43× | ||
| Q3 25 | — | 5.91× | ||
| Q2 25 | — | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | — | 2.74× | ||
| Q3 24 | — | 2.88× | ||
| Q2 24 | — | 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
LINE
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% |
