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罗技（LOGI）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.的季度营收约是罗技的1.5倍（$2.2B vs $1.4B），罗技净利率更高（17.7% vs 4.5%，领先13.2%），Post Holdings, Inc.同比增速更快（10.1% vs 6.1%），罗技自由现金流更多（$465.6M vs $119.3M），过去两年罗技的营收复合增速更高（18.5% vs 4.3%）
罗技国际是总部位于瑞士洛桑的跨国企业，专注于计算机外设及相关软件的研发与生产，在欧洲、亚洲、大洋洲、美洲均设有分支机构，为瑞士市场指数成分股，同时在纳斯达克交易所挂牌上市。
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。
LOGI vs POST — 直观对比
营收规模更大
POST
是对方的1.5倍
$1.4B
营收增速更快
POST
高出4.1%
6.1%
净利率更高
LOGI
高出13.2%
4.5%
自由现金流更多
LOGI
多$346.3M
$119.3M
两年增速更快
LOGI
近两年复合增速
4.3%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $2.2B |
| 净利润 | $251.0M | $96.8M |
| 毛利率 | 43.2% | 29.4% |
| 营业利润率 | 20.1% | 11.0% |
| 净利率 | 17.7% | 4.5% |
| 营收同比 | 6.1% | 10.1% |
| 净利润同比 | 25.4% | -14.6% |
| 每股收益（稀释后） | $1.69 | $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LOGIPOST
| Q4 25 | $1.4B | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.1B | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $1.3B | $2.0B | ||
| Q3 24 | $1.1B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.0B | $2.0B |
净利润LOGIPOST
| Q4 25 | $251.0M | $96.8M | ||
| Q3 25 | $170.7M | $51.0M | ||
| Q2 25 | $146.0M | $108.8M | ||
| Q1 25 | $144.1M | $62.6M | ||
| Q4 24 | $200.1M | $113.3M | ||
| Q3 24 | $145.5M | $81.6M | ||
| Q2 24 | $141.8M | $99.8M | ||
| Q1 24 | $167.6M | $97.2M |
毛利率LOGIPOST
| Q4 25 | 43.2% | 29.4% | ||
| Q3 25 | 43.4% | 26.8% | ||
| Q2 25 | 41.7% | 30.0% | ||
| Q1 25 | 43.1% | 28.0% | ||
| Q4 24 | 42.9% | 30.1% | ||
| Q3 24 | 43.6% | 28.6% | ||
| Q2 24 | 42.8% | 29.6% | ||
| Q1 24 | 43.2% | 29.0% |
营业利润率LOGIPOST
| Q4 25 | 20.1% | 11.0% | ||
| Q3 25 | 16.1% | 7.5% | ||
| Q2 25 | 14.1% | 11.8% | ||
| Q1 25 | 10.5% | 9.3% | ||
| Q4 24 | 17.5% | 10.8% | ||
| Q3 24 | 14.4% | 9.5% | ||
| Q2 24 | 14.1% | 10.4% | ||
| Q1 24 | 12.9% | 9.5% |
净利率LOGIPOST
| Q4 25 | 17.7% | 4.5% | ||
| Q3 25 | 14.4% | 2.3% | ||
| Q2 25 | 12.7% | 5.5% | ||
| Q1 25 | 14.3% | 3.2% | ||
| Q4 24 | 14.9% | 5.7% | ||
| Q3 24 | 13.0% | 4.1% | ||
| Q2 24 | 13.0% | 5.1% | ||
| Q1 24 | 16.6% | 4.9% |
每股收益（稀释后）LOGIPOST
| Q4 25 | $1.69 | $1.71 | ||
| Q3 25 | $1.15 | $0.91 | ||
| Q2 25 | $0.98 | $1.79 | ||
| Q1 25 | $0.94 | $1.03 | ||
| Q4 24 | $1.32 | $1.78 | ||
| Q3 24 | $0.95 | $1.28 | ||
| Q2 24 | $0.92 | $1.53 | ||
| Q1 24 | $1.07 | $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 | $1.8B | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $2.3B | $3.5B |
| 总资产 | $4.1B | $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LOGIPOST
| Q4 25 | $1.8B | $279.3M | ||
| Q3 25 | $1.4B | $176.7M | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.5B | $617.6M | ||
| Q4 24 | $1.5B | $872.9M | ||
| Q3 24 | $1.4B | $787.4M | ||
| Q2 24 | $1.5B | $333.8M | ||
| Q1 24 | $1.5B | $333.4M |
总债务LOGIPOST
| 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LOGIPOST
| Q4 25 | $2.3B | $3.5B | ||
| Q3 25 | $2.1B | $3.8B | ||
| Q2 25 | $2.2B | $4.0B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $2.1B | $3.9B | ||
| Q3 24 | $2.1B | $4.1B | ||
| Q2 24 | $2.2B | $3.9B | ||
| Q1 24 | $2.2B | $4.0B |
总资产LOGIPOST
| Q4 25 | $4.1B | $13.0B | ||
| Q3 25 | $3.7B | $13.5B | ||
| Q2 25 | $3.7B | $13.4B | ||
| Q1 25 | $3.5B | $12.8B | ||
| Q4 24 | $3.7B | $12.8B | ||
| Q3 24 | $3.6B | $12.9B | ||
| Q2 24 | $3.7B | $12.1B | ||
| Q1 24 | $3.6B | $12.2B |
负债/权益比LOGIPOST
| 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 | $480.5M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $465.6M | $119.3M |
| 自由现金流率自由现金流/营收 | 32.8% | 5.5% |
| 资本支出强度资本支出/营收 | 1.0% | 5.4% |
| 现金转化率经营现金流/净利润 | 1.91× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $903.6M | $436.0M |
8季度趋势，按日历期对齐
经营现金流LOGIPOST
| Q4 25 | $480.5M | $235.7M | ||
| Q3 25 | $228.8M | $301.3M | ||
| Q2 25 | $125.0M | $225.9M | ||
| Q1 25 | $129.7M | $160.7M | ||
| Q4 24 | $370.9M | $310.4M | ||
| Q3 24 | $166.0M | $235.4M | ||
| Q2 24 | $176.0M | $272.3M | ||
| Q1 24 | $239.1M | $249.6M |
自由现金流LOGIPOST
| Q4 25 | $465.6M | $119.3M | ||
| Q3 25 | $212.3M | $151.6M | ||
| Q2 25 | $108.8M | $94.9M | ||
| Q1 25 | $116.9M | $70.2M | ||
| Q4 24 | $356.6M | $171.4M | ||
| Q3 24 | $151.5M | $96.2M | ||
| Q2 24 | $161.4M | $161.5M | ||
| Q1 24 | $228.8M | $150.9M |
自由现金流率LOGIPOST
| Q4 25 | 32.8% | 5.5% | ||
| Q3 25 | 17.9% | 6.7% | ||
| Q2 25 | 9.5% | 4.8% | ||
| Q1 25 | 11.6% | 3.6% | ||
| Q4 24 | 26.6% | 8.7% | ||
| Q3 24 | 13.6% | 4.8% | ||
| Q2 24 | 14.8% | 8.3% | ||
| Q1 24 | 22.6% | 7.5% |
资本支出强度LOGIPOST
| Q4 25 | 1.0% | 5.4% | ||
| Q3 25 | 1.4% | 6.7% | ||
| Q2 25 | 1.4% | 6.6% | ||
| Q1 25 | 1.3% | 4.6% | ||
| Q4 24 | 1.1% | 7.0% | ||
| Q3 24 | 1.3% | 6.9% | ||
| Q2 24 | 1.3% | 5.7% | ||
| Q1 24 | 1.0% | 4.9% |
现金转化率LOGIPOST
| Q4 25 | 1.91× | 2.43× | ||
| Q3 25 | 1.34× | 5.91× | ||
| Q2 25 | 0.86× | 2.08× | ||
| Q1 25 | 0.90× | 2.57× | ||
| Q4 24 | 1.85× | 2.74× | ||
| Q3 24 | 1.14× | 2.88× | ||
| Q2 24 | 1.24× | 2.73× | ||
| Q1 24 | 1.43× | 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
LOGI
| Retail Gaming | $482.7M | 34% |
| Retail Keyboards Desktops | $254.6M | 18% |
| Retail Pointing Devices | $241.2M | 17% |
| Retail Video Collaboration | $193.3M | 14% |
| Retail Tablet And Other Accessories | $93.6M | 7% |
| Retail Webcams | $82.3M | 6% |
| Retail Headsets | $45.9M | 3% |
| Other Retail Products | $28.0M | 2% |
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% |
