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Masco（MAS）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Masco的1.1倍（$2.2B vs $1.9B），Masco净利率更高（11.9% vs 4.5%，领先7.4%），Post Holdings, Inc.同比增速更快（10.1% vs 6.5%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -4.2%）
美国家居建材企业Masco主营家装及新建住宅市场相关产品，旗下拥有20余家子公司，在全球运营近80座生产工厂，其中美国本土近60座，海外地区超20座。公司1969年于纽交所挂牌上市，后实现快速增长，成功跻身美国财富500强榜单。
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。
MAS vs POST — 直观对比
营收规模更大
POST
是对方的1.1倍
$1.9B
营收增速更快
POST
高出3.6%
6.5%
净利率更高
MAS
高出7.4%
4.5%
两年增速更快
POST
近两年复合增速
-4.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.9B | $2.2B |
| 净利润 | $228.0M | $96.8M |
| 毛利率 | 35.8% | 29.4% |
| 营业利润率 | 16.5% | 11.0% |
| 净利率 | 11.9% | 4.5% |
| 营收同比 | 6.5% | 10.1% |
| 净利润同比 | 14.5% | -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MASPOST
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.8B | $2.2B | ||
| Q3 25 | $1.9B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $1.8B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $2.1B | $1.9B |
净利润MASPOST
| Q1 26 | $228.0M | — | ||
| Q4 25 | $165.0M | $96.8M | ||
| Q3 25 | $189.0M | $51.0M | ||
| Q2 25 | $270.0M | $108.8M | ||
| Q1 25 | $186.0M | $62.6M | ||
| Q4 24 | $182.0M | $113.3M | ||
| Q3 24 | $167.0M | $81.6M | ||
| Q2 24 | $258.0M | $99.8M |
毛利率MASPOST
| Q1 26 | 35.8% | — | ||
| Q4 25 | 33.9% | 29.4% | ||
| Q3 25 | 34.2% | 26.8% | ||
| Q2 25 | 37.6% | 30.0% | ||
| Q1 25 | 35.8% | 28.0% | ||
| Q4 24 | 34.8% | 30.1% | ||
| Q3 24 | 36.6% | 28.6% | ||
| Q2 24 | 37.5% | 29.6% |
营业利润率MASPOST
| Q1 26 | 16.5% | — | ||
| Q4 25 | 13.8% | 11.0% | ||
| Q3 25 | 15.8% | 7.5% | ||
| Q2 25 | 20.1% | 11.8% | ||
| Q1 25 | 15.9% | 9.3% | ||
| Q4 24 | 15.9% | 10.8% | ||
| Q3 24 | 18.0% | 9.5% | ||
| Q2 24 | 19.0% | 10.4% |
净利率MASPOST
| Q1 26 | 11.9% | — | ||
| Q4 25 | 9.2% | 4.5% | ||
| Q3 25 | 9.9% | 2.3% | ||
| Q2 25 | 13.2% | 5.5% | ||
| Q1 25 | 10.3% | 3.2% | ||
| Q4 24 | 10.0% | 5.7% | ||
| Q3 24 | 8.4% | 4.1% | ||
| Q2 24 | 12.3% | 5.1% |
每股收益（稀释后）MASPOST
| Q1 26 | — | — | ||
| Q4 25 | $0.81 | $1.71 | ||
| Q3 25 | $0.90 | $0.91 | ||
| Q2 25 | $1.28 | $1.79 | ||
| Q1 25 | $0.87 | $1.03 | ||
| Q4 24 | $0.85 | $1.78 | ||
| Q3 24 | $0.77 | $1.28 | ||
| Q2 24 | $1.17 | $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 | $2.9B | $7.5B |
| 股东权益账面价值 | $27.0M | $3.5B |
| 总资产 | $5.2B | $13.0B |
| 负债/权益比越低杠杆越低 | 109.07× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资MASPOST
| Q1 26 | — | — | ||
| Q4 25 | $647.0M | $279.3M | ||
| Q3 25 | $559.0M | $176.7M | ||
| Q2 25 | $390.0M | $1.1B | ||
| Q1 25 | $377.0M | $617.6M | ||
| Q4 24 | $634.0M | $872.9M | ||
| Q3 24 | $646.0M | $787.4M | ||
| Q2 24 | $398.0M | $333.8M |
总债务MASPOST
| Q1 26 | $2.9B | — | ||
| Q4 25 | $2.9B | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $2.9B | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
股东权益MASPOST
| Q1 26 | $27.0M | — | ||
| Q4 25 | $-185.0M | $3.5B | ||
| Q3 25 | $-78.0M | $3.8B | ||
| Q2 25 | $-84.0M | $4.0B | ||
| Q1 25 | $-254.0M | $3.8B | ||
| Q4 24 | $-279.0M | $3.9B | ||
| Q3 24 | $-88.0M | $4.1B | ||
| Q2 24 | $-26.0M | $3.9B |
总资产MASPOST
| Q1 26 | $5.2B | — | ||
| Q4 25 | $5.2B | $13.0B | ||
| Q3 25 | $5.3B | $13.5B | ||
| Q2 25 | $5.3B | $13.4B | ||
| Q1 25 | $5.1B | $12.8B | ||
| Q4 24 | $5.0B | $12.8B | ||
| Q3 24 | $5.3B | $12.9B | ||
| Q2 24 | $5.4B | $12.1B |
负债/权益比MASPOST
| Q1 26 | 109.07× | — | ||
| 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 | — | $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 | 1.8% | 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MASPOST
| Q1 26 | — | — | ||
| Q4 25 | $418.0M | $235.7M | ||
| Q3 25 | $456.0M | $301.3M | ||
| Q2 25 | $306.0M | $225.9M | ||
| Q1 25 | $-158.0M | $160.7M | ||
| Q4 24 | $407.0M | $310.4M | ||
| Q3 24 | $416.0M | $235.4M | ||
| Q2 24 | $346.0M | $272.3M |
自由现金流MASPOST
| Q1 26 | — | — | ||
| Q4 25 | $371.0M | $119.3M | ||
| Q3 25 | $415.0M | $151.6M | ||
| Q2 25 | $270.0M | $94.9M | ||
| Q1 25 | $-190.0M | $70.2M | ||
| Q4 24 | $351.0M | $171.4M | ||
| Q3 24 | $378.0M | $96.2M | ||
| Q2 24 | $303.0M | $161.5M |
自由现金流率MASPOST
| Q1 26 | — | — | ||
| Q4 25 | 20.7% | 5.5% | ||
| Q3 25 | 21.6% | 6.7% | ||
| Q2 25 | 13.2% | 4.8% | ||
| Q1 25 | -10.5% | 3.6% | ||
| Q4 24 | 19.2% | 8.7% | ||
| Q3 24 | 19.1% | 4.8% | ||
| Q2 24 | 14.5% | 8.3% |
资本支出强度MASPOST
| Q1 26 | 1.8% | — | ||
| Q4 25 | 2.6% | 5.4% | ||
| Q3 25 | 2.1% | 6.7% | ||
| Q2 25 | 1.8% | 6.6% | ||
| Q1 25 | 1.8% | 4.6% | ||
| Q4 24 | 3.1% | 7.0% | ||
| Q3 24 | 1.9% | 6.9% | ||
| Q2 24 | 2.1% | 5.7% |
现金转化率MASPOST
| Q1 26 | — | — | ||
| Q4 25 | 2.53× | 2.43× | ||
| Q3 25 | 2.41× | 5.91× | ||
| Q2 25 | 1.13× | 2.08× | ||
| Q1 25 | -0.85× | 2.57× | ||
| Q4 24 | 2.24× | 2.74× | ||
| Q3 24 | 2.49× | 2.88× | ||
| Q2 24 | 1.34× | 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
MAS
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% |
