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ServiceNow（NOW）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
ServiceNow的季度营收约是Post Holdings, Inc.的1.7倍（$3.8B vs $2.2B），ServiceNow净利率更高（12.4% vs 4.5%，领先8.0%），Post Holdings, Inc.同比增速更快（10.1% vs 2.8%），ServiceNow自由现金流更多（$1.7B vs $119.3M），过去两年ServiceNow的营收复合增速更高（19.8% vs 4.3%）
ServiceNow是2003年由弗雷德·卢迪在美国加利福尼亚州圣克拉拉创立的软件企业，主打云计算平台产品，可支持企业搭建及管理自动化业务工作流。公司于纽交所上市，现为标普100及标普500指数成分股。
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。
NOW vs POST — 直观对比
营收规模更大
NOW
是对方的1.7倍
$2.2B
营收增速更快
POST
高出7.3%
2.8%
净利率更高
NOW
高出8.0%
4.5%
自由现金流更多
NOW
多$1.5B
$119.3M
两年增速更快
NOW
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.8B | $2.2B |
| 净利润 | $469.0M | $96.8M |
| 毛利率 | 75.1% | 29.4% |
| 营业利润率 | 13.3% | 11.0% |
| 净利率 | 12.4% | 4.5% |
| 营收同比 | 2.8% | 10.1% |
| 净利润同比 | -53.7% | -14.6% |
| 每股收益（稀释后） | $1.04 | $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NOWPOST
| Q1 26 | $3.8B | — | ||
| Q4 25 | $3.6B | $2.2B | ||
| Q3 25 | $3.4B | $2.2B | ||
| Q2 25 | $3.2B | $2.0B | ||
| Q1 25 | $3.1B | $2.0B | ||
| Q4 24 | $3.0B | $2.0B | ||
| Q3 24 | $2.8B | $2.0B | ||
| Q2 24 | $2.6B | $1.9B |
净利润NOWPOST
| Q1 26 | $469.0M | — | ||
| Q4 25 | $401.0M | $96.8M | ||
| Q3 25 | $502.0M | $51.0M | ||
| Q2 25 | $385.0M | $108.8M | ||
| Q1 25 | $460.0M | $62.6M | ||
| Q4 24 | $384.0M | $113.3M | ||
| Q3 24 | $432.0M | $81.6M | ||
| Q2 24 | $262.0M | $99.8M |
毛利率NOWPOST
| Q1 26 | 75.1% | — | ||
| Q4 25 | 76.6% | 29.4% | ||
| Q3 25 | 77.3% | 26.8% | ||
| Q2 25 | 77.5% | 30.0% | ||
| Q1 25 | 78.9% | 28.0% | ||
| Q4 24 | 78.7% | 30.1% | ||
| Q3 24 | 79.1% | 28.6% | ||
| Q2 24 | 79.0% | 29.6% |
营业利润率NOWPOST
| Q1 26 | 13.3% | — | ||
| Q4 25 | 12.4% | 11.0% | ||
| Q3 25 | 16.8% | 7.5% | ||
| Q2 25 | 11.1% | 11.8% | ||
| Q1 25 | 14.6% | 9.3% | ||
| Q4 24 | 12.6% | 10.8% | ||
| Q3 24 | 14.9% | 9.5% | ||
| Q2 24 | 9.1% | 10.4% |
净利率NOWPOST
| Q1 26 | 12.4% | — | ||
| Q4 25 | 11.2% | 4.5% | ||
| Q3 25 | 14.7% | 2.3% | ||
| Q2 25 | 12.0% | 5.5% | ||
| Q1 25 | 14.9% | 3.2% | ||
| Q4 24 | 13.0% | 5.7% | ||
| Q3 24 | 15.4% | 4.1% | ||
| Q2 24 | 10.0% | 5.1% |
每股收益（稀释后）NOWPOST
| Q1 26 | $1.04 | — | ||
| Q4 25 | $-4.77 | $1.71 | ||
| Q3 25 | $2.40 | $0.91 | ||
| Q2 25 | $1.84 | $1.79 | ||
| Q1 25 | $2.20 | $1.03 | ||
| Q4 24 | $1.84 | $1.78 | ||
| Q3 24 | $2.07 | $1.28 | ||
| Q2 24 | $1.26 | $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 | $2.7B | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $11.7B | $3.5B |
| 总资产 | $24.4B | $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NOWPOST
| Q1 26 | $2.7B | — | ||
| Q4 25 | $3.7B | $279.3M | ||
| Q3 25 | $2.7B | $176.7M | ||
| Q2 25 | $3.1B | $1.1B | ||
| Q1 25 | $3.4B | $617.6M | ||
| Q4 24 | $2.3B | $872.9M | ||
| Q3 24 | $1.9B | $787.4M | ||
| Q2 24 | $2.2B | $333.8M |
总债务NOWPOST
| 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NOWPOST
| Q1 26 | $11.7B | — | ||
| Q4 25 | $13.0B | $3.5B | ||
| Q3 25 | $11.3B | $3.8B | ||
| Q2 25 | $10.9B | $4.0B | ||
| Q1 25 | $10.1B | $3.8B | ||
| Q4 24 | $9.6B | $3.9B | ||
| Q3 24 | $9.3B | $4.1B | ||
| Q2 24 | $8.7B | $3.9B |
总资产NOWPOST
| Q1 26 | $24.4B | — | ||
| Q4 25 | $26.0B | $13.0B | ||
| Q3 25 | $21.8B | $13.5B | ||
| Q2 25 | $22.1B | $13.4B | ||
| Q1 25 | $21.0B | $12.8B | ||
| Q4 24 | $20.4B | $12.8B | ||
| Q3 24 | $18.4B | $12.9B | ||
| Q2 24 | $18.2B | $12.1B |
负债/权益比NOWPOST
| 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 | $1.7B | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $1.7B | $119.3M |
| 自由现金流率自由现金流/营收 | 44.2% | 5.5% |
| 资本支出强度资本支出/营收 | — | 5.4% |
| 现金转化率经营现金流/净利润 | 3.56× | 2.43× |
| 过去12个月自由现金流最近4个季度 | $4.8B | $436.0M |
8季度趋势，按日历期对齐
经营现金流NOWPOST
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.2B | $235.7M | ||
| Q3 25 | $813.0M | $301.3M | ||
| Q2 25 | $716.0M | $225.9M | ||
| Q1 25 | $1.7B | $160.7M | ||
| Q4 24 | $1.6B | $310.4M | ||
| Q3 24 | $671.0M | $235.4M | ||
| Q2 24 | $620.0M | $272.3M |
自由现金流NOWPOST
| Q1 26 | $1.7B | — | ||
| Q4 25 | $2.0B | $119.3M | ||
| Q3 25 | $578.0M | $151.6M | ||
| Q2 25 | $526.0M | $94.9M | ||
| Q1 25 | $1.5B | $70.2M | ||
| Q4 24 | $1.4B | $171.4M | ||
| Q3 24 | $469.0M | $96.2M | ||
| Q2 24 | $358.0M | $161.5M |
自由现金流率NOWPOST
| Q1 26 | 44.2% | — | ||
| Q4 25 | 56.1% | 5.5% | ||
| Q3 25 | 17.0% | 6.7% | ||
| Q2 25 | 16.4% | 4.8% | ||
| Q1 25 | 47.7% | 3.6% | ||
| Q4 24 | 46.7% | 8.7% | ||
| Q3 24 | 16.8% | 4.8% | ||
| Q2 24 | 13.6% | 8.3% |
资本支出强度NOWPOST
| Q1 26 | — | — | ||
| Q4 25 | 6.7% | 5.4% | ||
| Q3 25 | 6.9% | 6.7% | ||
| Q2 25 | 5.9% | 6.6% | ||
| Q1 25 | 6.6% | 4.6% | ||
| Q4 24 | 8.6% | 7.0% | ||
| Q3 24 | 7.2% | 6.9% | ||
| Q2 24 | 10.0% | 5.7% |
现金转化率NOWPOST
| Q1 26 | 3.56× | — | ||
| Q4 25 | 5.58× | 2.43× | ||
| Q3 25 | 1.62× | 5.91× | ||
| Q2 25 | 1.86× | 2.08× | ||
| Q1 25 | 3.65× | 2.57× | ||
| Q4 24 | 4.26× | 2.74× | ||
| Q3 24 | 1.55× | 2.88× | ||
| Q2 24 | 2.37× | 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
NOW
| Subscription revenues | $3.7B | 97% |
| Other | $99.0M | 3% |
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% |
