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美泰（MAT）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.的季度营收约是美泰的2.5倍（$2.2B vs $862.2M），美泰净利率更高（7.1% vs 4.5%，领先2.6%），Post Holdings, Inc.同比增速更快（10.1% vs 4.3%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-88.1M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -10.6%）
美泰是美国知名玩具及娱乐企业，旗下影视制作部门美泰影业运营时间为2018年9月6日至2025年6月2日。其前身为2013年10月16日成立的美泰Playground Productions，更早可追溯至美泰娱乐、美泰工作室等集团原有娱乐业务品牌。
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。
MAT vs POST — 直观对比
营收规模更大
POST
是对方的2.5倍
$862.2M
营收增速更快
POST
高出5.8%
4.3%
净利率更高
MAT
高出2.6%
4.5%
自由现金流更多
POST
多$207.4M
$-88.1M
两年增速更快
POST
近两年复合增速
-10.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $862.2M | $2.2B |
| 净利润 | $61.0M | $96.8M |
| 毛利率 | 44.9% | 29.4% |
| 营业利润率 | — | 11.0% |
| 净利率 | 7.1% | 4.5% |
| 营收同比 | 4.3% | 10.1% |
| 净利润同比 | 251.4% | -14.6% |
| 每股收益（稀释后） | $0.20 | $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MATPOST
| Q1 26 | $862.2M | — | ||
| Q4 25 | $1.8B | $2.2B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.0B | $2.0B | ||
| Q1 25 | $826.6M | $2.0B | ||
| Q4 24 | $1.6B | $2.0B | ||
| Q3 24 | $1.8B | $2.0B | ||
| Q2 24 | $1.1B | $1.9B |
净利润MATPOST
| Q1 26 | $61.0M | — | ||
| Q4 25 | $106.2M | $96.8M | ||
| Q3 25 | $278.4M | $51.0M | ||
| Q2 25 | $53.4M | $108.8M | ||
| Q1 25 | $-40.3M | $62.6M | ||
| Q4 24 | $140.9M | $113.3M | ||
| Q3 24 | $372.4M | $81.6M | ||
| Q2 24 | $56.9M | $99.8M |
毛利率MATPOST
| Q1 26 | 44.9% | — | ||
| Q4 25 | 45.9% | 29.4% | ||
| Q3 25 | 50.0% | 26.8% | ||
| Q2 25 | 50.9% | 30.0% | ||
| Q1 25 | 49.4% | 28.0% | ||
| Q4 24 | 50.7% | 30.1% | ||
| Q3 24 | 53.1% | 28.6% | ||
| Q2 24 | 49.2% | 29.6% |
营业利润率MATPOST
| Q1 26 | — | — | ||
| Q4 25 | 8.0% | 11.0% | ||
| Q3 25 | 21.9% | 7.5% | ||
| Q2 25 | 7.7% | 11.8% | ||
| Q1 25 | -6.4% | 9.3% | ||
| Q4 24 | 9.6% | 10.8% | ||
| Q3 24 | 26.5% | 9.5% | ||
| Q2 24 | 7.7% | 10.4% |
净利率MATPOST
| Q1 26 | 7.1% | — | ||
| Q4 25 | 6.0% | 4.5% | ||
| Q3 25 | 16.0% | 2.3% | ||
| Q2 25 | 5.2% | 5.5% | ||
| Q1 25 | -4.9% | 3.2% | ||
| Q4 24 | 8.6% | 5.7% | ||
| Q3 24 | 20.2% | 4.1% | ||
| Q2 24 | 5.3% | 5.1% |
每股收益（稀释后）MATPOST
| Q1 26 | $0.20 | — | ||
| Q4 25 | $0.32 | $1.71 | ||
| Q3 25 | $0.88 | $0.91 | ||
| Q2 25 | $0.16 | $1.79 | ||
| Q1 25 | $-0.12 | $1.03 | ||
| Q4 24 | $0.40 | $1.78 | ||
| Q3 24 | $1.09 | $1.28 | ||
| Q2 24 | $0.17 | $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 | $866.0M | $279.3M |
| 总债务越低越好 | $2.3B | $7.5B |
| 股东权益账面价值 | $2.1B | $3.5B |
| 总资产 | $6.3B | $13.0B |
| 负债/权益比越低杠杆越低 | 1.11× | 2.16× |
8季度趋势，按日历期对齐
现金及短期投资MATPOST
| Q1 26 | $866.0M | — | ||
| Q4 25 | $1.2B | $279.3M | ||
| Q3 25 | $691.9M | $176.7M | ||
| Q2 25 | $870.5M | $1.1B | ||
| Q1 25 | $1.2B | $617.6M | ||
| Q4 24 | $1.4B | $872.9M | ||
| Q3 24 | $723.5M | $787.4M | ||
| Q2 24 | $722.4M | $333.8M |
总债务MATPOST
| Q1 26 | $2.3B | — | ||
| Q4 25 | $2.3B | $7.5B | ||
| Q3 25 | $2.3B | $7.4B | ||
| Q2 25 | $2.3B | $7.3B | ||
| Q1 25 | $2.3B | $6.9B | ||
| Q4 24 | $2.3B | $6.9B | ||
| Q3 24 | $2.3B | $6.8B | ||
| Q2 24 | $2.3B | $6.4B |
股东权益MATPOST
| Q1 26 | $2.1B | — | ||
| Q4 25 | $2.2B | $3.5B | ||
| Q3 25 | $2.3B | $3.8B | ||
| Q2 25 | $2.2B | $4.0B | ||
| Q1 25 | $2.1B | $3.8B | ||
| Q4 24 | $2.3B | $3.9B | ||
| Q3 24 | $2.3B | $4.1B | ||
| Q2 24 | $2.0B | $3.9B |
总资产MATPOST
| Q1 26 | $6.3B | — | ||
| Q4 25 | $6.6B | $13.0B | ||
| Q3 25 | $6.6B | $13.5B | ||
| Q2 25 | $6.2B | $13.4B | ||
| Q1 25 | $6.2B | $12.8B | ||
| Q4 24 | $6.5B | $12.8B | ||
| Q3 24 | $6.5B | $12.9B | ||
| Q2 24 | $5.9B | $12.1B |
负债/权益比MATPOST
| Q1 26 | 1.11× | — | ||
| Q4 25 | 1.04× | 2.16× | ||
| Q3 25 | 1.03× | 1.98× | ||
| Q2 25 | 1.08× | 1.84× | ||
| Q1 25 | 1.10× | 1.81× | ||
| Q4 24 | 1.03× | 1.79× | ||
| Q3 24 | 1.01× | 1.67× | ||
| Q2 24 | 1.18× | 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 | $-88.1M | $119.3M |
| 自由现金流率自由现金流/营收 | -10.2% | 5.5% |
| 资本支出强度资本支出/营收 | 7.6% | 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MATPOST
| Q1 26 | — | — | ||
| Q4 25 | $796.6M | $235.7M | ||
| Q3 25 | $72.0M | $301.3M | ||
| Q2 25 | $-300.1M | $225.9M | ||
| Q1 25 | $24.8M | $160.7M | ||
| Q4 24 | $862.1M | $310.4M | ||
| Q3 24 | $155.8M | $235.4M | ||
| Q2 24 | $-252.9M | $272.3M |
自由现金流MATPOST
| Q1 26 | $-88.1M | — | ||
| Q4 25 | — | $119.3M | ||
| Q3 25 | — | $151.6M | ||
| Q2 25 | — | $94.9M | ||
| Q1 25 | — | $70.2M | ||
| Q4 24 | — | $171.4M | ||
| Q3 24 | — | $96.2M | ||
| Q2 24 | — | $161.5M |
自由现金流率MATPOST
| Q1 26 | -10.2% | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 4.8% | ||
| Q1 25 | — | 3.6% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 8.3% |
资本支出强度MATPOST
| Q1 26 | 7.6% | — | ||
| Q4 25 | — | 5.4% | ||
| Q3 25 | — | 6.7% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 4.6% | ||
| Q4 24 | — | 7.0% | ||
| Q3 24 | — | 6.9% | ||
| Q2 24 | — | 5.7% |
现金转化率MATPOST
| Q1 26 | — | — | ||
| Q4 25 | 7.50× | 2.43× | ||
| Q3 25 | 0.26× | 5.91× | ||
| Q2 25 | -5.62× | 2.08× | ||
| Q1 25 | — | 2.57× | ||
| Q4 24 | 6.12× | 2.74× | ||
| Q3 24 | 0.42× | 2.88× | ||
| Q2 24 | -4.45× | 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
MAT
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% |
