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怪兽饮料（MNST）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.的季度营收约是怪兽饮料的1.0倍（$2.2B vs $2.1B），怪兽饮料净利率更高（21.1% vs 4.5%，领先16.6%），怪兽饮料同比增速更快（17.6% vs 10.1%），怪兽饮料自由现金流更多（$351.2M vs $119.3M），过去两年怪兽饮料的营收复合增速更高（5.9% vs 4.3%）
怪兽饮料是美国知名饮品企业，旗下拥有魔爪、Relentless、Reign、Burn等多款畅销能量饮料产品。公司1935年创立于美国南加州，前身为Hansen's，最初主营果汁产品，2012年正式更为现名。
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。
MNST vs POST — 直观对比
营收规模更大
POST
是对方的1.0倍
$2.1B
营收增速更快
MNST
高出7.5%
10.1%
净利率更高
MNST
高出16.6%
4.5%
自由现金流更多
MNST
多$231.9M
$119.3M
两年增速更快
MNST
近两年复合增速
4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.1B | $2.2B |
| 净利润 | $449.2M | $96.8M |
| 毛利率 | 55.5% | 29.4% |
| 营业利润率 | 25.5% | 11.0% |
| 净利率 | 21.1% | 4.5% |
| 营收同比 | 17.6% | 10.1% |
| 净利润同比 | 65.9% | -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MNSTPOST
| Q4 25 | $2.1B | $2.2B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.1B | $2.0B | ||
| Q1 25 | $1.9B | $2.0B | ||
| Q4 24 | $1.8B | $2.0B | ||
| Q3 24 | $1.9B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.9B | $2.0B |
净利润MNSTPOST
| Q4 25 | $449.2M | $96.8M | ||
| Q3 25 | $524.5M | $51.0M | ||
| Q2 25 | $488.8M | $108.8M | ||
| Q1 25 | $443.0M | $62.6M | ||
| Q4 24 | $270.7M | $113.3M | ||
| Q3 24 | $370.9M | $81.6M | ||
| Q2 24 | $425.4M | $99.8M | ||
| Q1 24 | $442.0M | $97.2M |
毛利率MNSTPOST
| Q4 25 | 55.5% | 29.4% | ||
| Q3 25 | 55.7% | 26.8% | ||
| Q2 25 | 55.7% | 30.0% | ||
| Q1 25 | 56.5% | 28.0% | ||
| Q4 24 | 55.3% | 30.1% | ||
| Q3 24 | 53.2% | 28.6% | ||
| Q2 24 | 53.6% | 29.6% | ||
| Q1 24 | 54.1% | 29.0% |
营业利润率MNSTPOST
| Q4 25 | 25.5% | 11.0% | ||
| Q3 25 | 30.7% | 7.5% | ||
| Q2 25 | 29.9% | 11.8% | ||
| Q1 25 | 30.7% | 9.3% | ||
| Q4 24 | 21.0% | 10.8% | ||
| Q3 24 | 25.5% | 9.5% | ||
| Q2 24 | 27.7% | 10.4% | ||
| Q1 24 | 28.5% | 9.5% |
净利率MNSTPOST
| Q4 25 | 21.1% | 4.5% | ||
| Q3 25 | 23.9% | 2.3% | ||
| Q2 25 | 23.1% | 5.5% | ||
| Q1 25 | 23.9% | 3.2% | ||
| Q4 24 | 14.9% | 5.7% | ||
| Q3 24 | 19.7% | 4.1% | ||
| Q2 24 | 22.4% | 5.1% | ||
| Q1 24 | 23.3% | 4.9% |
每股收益（稀释后）MNSTPOST
| Q4 25 | — | $1.71 | ||
| Q3 25 | — | $0.91 | ||
| Q2 25 | — | $1.79 | ||
| Q1 25 | — | $1.03 | ||
| Q4 24 | — | $1.78 | ||
| Q3 24 | — | $1.28 | ||
| Q2 24 | — | $1.53 | ||
| Q1 24 | — | $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 | $2.8B | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $8.3B | $3.5B |
| 总资产 | $10.0B | $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MNSTPOST
| Q4 25 | $2.8B | $279.3M | ||
| Q3 25 | $2.6B | $176.7M | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $1.9B | $617.6M | ||
| Q4 24 | $1.5B | $872.9M | ||
| Q3 24 | $1.6B | $787.4M | ||
| Q2 24 | $1.6B | $333.8M | ||
| Q1 24 | $3.6B | $333.4M |
总债务MNSTPOST
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | $199.1M | $6.9B | ||
| Q4 24 | $374.0M | $6.9B | ||
| Q3 24 | $748.8M | $6.8B | ||
| Q2 24 | $748.7M | $6.4B | ||
| Q1 24 | — | $6.4B |
股东权益MNSTPOST
| Q4 25 | $8.3B | $3.5B | ||
| Q3 25 | $7.7B | $3.8B | ||
| Q2 25 | $7.2B | $4.0B | ||
| Q1 25 | $6.5B | $3.8B | ||
| Q4 24 | $6.0B | $3.9B | ||
| Q3 24 | $5.8B | $4.1B | ||
| Q2 24 | $5.9B | $3.9B | ||
| Q1 24 | $8.6B | $4.0B |
总资产MNSTPOST
| Q4 25 | $10.0B | $13.0B | ||
| Q3 25 | $9.6B | $13.5B | ||
| Q2 25 | $8.7B | $13.4B | ||
| Q1 25 | $8.2B | $12.8B | ||
| Q4 24 | $7.7B | $12.8B | ||
| Q3 24 | $8.1B | $12.9B | ||
| Q2 24 | $8.1B | $12.1B | ||
| Q1 24 | $10.1B | $12.2B |
负债/权益比MNSTPOST
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | 0.03× | 1.81× | ||
| Q4 24 | 0.06× | 1.79× | ||
| Q3 24 | 0.13× | 1.67× | ||
| Q2 24 | 0.13× | 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 | $379.4M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $351.2M | $119.3M |
| 自由现金流率自由现金流/营收 | 16.5% | 5.5% |
| 资本支出强度资本支出/营收 | 1.3% | 5.4% |
| 现金转化率经营现金流/净利润 | 0.84× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $2.0B | $436.0M |
8季度趋势，按日历期对齐
经营现金流MNSTPOST
| Q4 25 | $379.4M | $235.7M | ||
| Q3 25 | $745.1M | $301.3M | ||
| Q2 25 | $466.0M | $225.9M | ||
| Q1 25 | $507.6M | $160.7M | ||
| Q4 24 | $461.7M | $310.4M | ||
| Q3 24 | $618.4M | $235.4M | ||
| Q2 24 | $436.3M | $272.3M | ||
| Q1 24 | $412.1M | $249.6M |
自由现金流MNSTPOST
| Q4 25 | $351.2M | $119.3M | ||
| Q3 25 | $701.5M | $151.6M | ||
| Q2 25 | $434.6M | $94.9M | ||
| Q1 25 | $478.5M | $70.2M | ||
| Q4 24 | $370.4M | $171.4M | ||
| Q3 24 | $571.4M | $96.2M | ||
| Q2 24 | $376.5M | $161.5M | ||
| Q1 24 | $346.1M | $150.9M |
自由现金流率MNSTPOST
| Q4 25 | 16.5% | 5.5% | ||
| Q3 25 | 31.9% | 6.7% | ||
| Q2 25 | 20.6% | 4.8% | ||
| Q1 25 | 25.8% | 3.6% | ||
| Q4 24 | 20.4% | 8.7% | ||
| Q3 24 | 30.4% | 4.8% | ||
| Q2 24 | 19.8% | 8.3% | ||
| Q1 24 | 18.2% | 7.5% |
资本支出强度MNSTPOST
| Q4 25 | 1.3% | 5.4% | ||
| Q3 25 | 2.0% | 6.7% | ||
| Q2 25 | 1.5% | 6.6% | ||
| Q1 25 | 1.6% | 4.6% | ||
| Q4 24 | 5.0% | 7.0% | ||
| Q3 24 | 2.5% | 6.9% | ||
| Q2 24 | 3.1% | 5.7% | ||
| Q1 24 | 3.5% | 4.9% |
现金转化率MNSTPOST
| Q4 25 | 0.84× | 2.43× | ||
| Q3 25 | 1.42× | 5.91× | ||
| Q2 25 | 0.95× | 2.08× | ||
| Q1 25 | 1.15× | 2.57× | ||
| Q4 24 | 1.71× | 2.74× | ||
| Q3 24 | 1.67× | 2.88× | ||
| Q2 24 | 1.03× | 2.73× | ||
| Q1 24 | 0.93× | 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
MNST
| Monster Energy Drinks Segment | $1.2B | 57% |
| Sales Revenue Product Line | $905.5M | 42% |
| Strategic Brands Segment | $50.3M | 2% |
| Alcohol Brands Segment | $29.0M | 1% |
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% |
