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PINTEREST, INC.（PINS）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PINTEREST, INC.的2.2倍（$2.2B vs $1.0B），Post Holdings, Inc.净利率更高（4.5% vs -7.3%，领先11.8%），PINTEREST, INC.同比增速更快（17.8% vs 10.1%），PINTEREST, INC.自由现金流更多（$311.7M vs $119.3M），过去两年PINTEREST, INC.的营收复合增速更高（8.6% vs 4.3%）
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
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。
PINS vs POST — 直观对比
营收规模更大
POST
是对方的2.2倍
$1.0B
营收增速更快
PINS
高出7.7%
10.1%
净利率更高
POST
高出11.8%
-7.3%
自由现金流更多
PINS
多$192.4M
$119.3M
两年增速更快
PINS
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.0B | $2.2B |
| 净利润 | $-73.6M | $96.8M |
| 毛利率 | 76.3% | 29.4% |
| 营业利润率 | -8.0% | 11.0% |
| 净利率 | -7.3% | 4.5% |
| 营收同比 | 17.8% | 10.1% |
| 净利润同比 | — | -14.6% |
| 每股收益（稀释后） | $-0.12 | $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PINSPOST
| Q1 26 | $1.0B | — | ||
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | $1.0B | $2.2B | ||
| Q2 25 | $998.2M | $2.0B | ||
| Q1 25 | $855.0M | $2.0B | ||
| Q4 24 | $1.2B | $2.0B | ||
| Q3 24 | $898.4M | $2.0B | ||
| Q2 24 | $853.7M | $1.9B |
净利润PINSPOST
| Q1 26 | $-73.6M | — | ||
| Q4 25 | $277.1M | $96.8M | ||
| Q3 25 | $92.1M | $51.0M | ||
| Q2 25 | $38.8M | $108.8M | ||
| Q1 25 | $8.9M | $62.6M | ||
| Q4 24 | $1.8B | $113.3M | ||
| Q3 24 | $30.6M | $81.6M | ||
| Q2 24 | $8.9M | $99.8M |
毛利率PINSPOST
| Q1 26 | 76.3% | — | ||
| Q4 25 | 82.8% | 29.4% | ||
| Q3 25 | 79.8% | 26.8% | ||
| Q2 25 | 79.7% | 30.0% | ||
| Q1 25 | 76.7% | 28.0% | ||
| Q4 24 | 82.9% | 30.1% | ||
| Q3 24 | 79.1% | 28.6% | ||
| Q2 24 | 78.3% | 29.6% |
营业利润率PINSPOST
| Q1 26 | -8.0% | — | ||
| Q4 25 | 22.8% | 11.0% | ||
| Q3 25 | 5.6% | 7.5% | ||
| Q2 25 | -0.4% | 11.8% | ||
| Q1 25 | -4.1% | 9.3% | ||
| Q4 24 | 22.7% | 10.8% | ||
| Q3 24 | -0.7% | 9.5% | ||
| Q2 24 | -2.5% | 10.4% |
净利率PINSPOST
| Q1 26 | -7.3% | — | ||
| Q4 25 | 21.0% | 4.5% | ||
| Q3 25 | 8.8% | 2.3% | ||
| Q2 25 | 3.9% | 5.5% | ||
| Q1 25 | 1.0% | 3.2% | ||
| Q4 24 | 160.1% | 5.7% | ||
| Q3 24 | 3.4% | 4.1% | ||
| Q2 24 | 1.0% | 5.1% |
每股收益（稀释后）PINSPOST
| Q1 26 | $-0.12 | — | ||
| Q4 25 | $0.41 | $1.71 | ||
| Q3 25 | $0.13 | $0.91 | ||
| Q2 25 | $0.06 | $1.79 | ||
| Q1 25 | $0.01 | $1.03 | ||
| Q4 24 | $2.66 | $1.78 | ||
| Q3 24 | $0.04 | $1.28 | ||
| Q2 24 | $0.01 | $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 | $378.1M | $279.3M |
| 总债务越低越好 | — | $7.5B |
| 股东权益账面价值 | $2.9B | $3.5B |
| 总资产 | $4.6B | $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PINSPOST
| Q1 26 | $378.1M | — | ||
| Q4 25 | $969.3M | $279.3M | ||
| Q3 25 | $1.1B | $176.7M | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.3B | $617.6M | ||
| Q4 24 | $1.1B | $872.9M | ||
| Q3 24 | $1.0B | $787.4M | ||
| Q2 24 | $1.4B | $333.8M |
总债务PINSPOST
| 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PINSPOST
| Q1 26 | $2.9B | — | ||
| Q4 25 | $4.7B | $3.5B | ||
| Q3 25 | $4.8B | $3.8B | ||
| Q2 25 | $4.8B | $4.0B | ||
| Q1 25 | $4.7B | $3.8B | ||
| Q4 24 | $4.8B | $3.9B | ||
| Q3 24 | $2.9B | $4.1B | ||
| Q2 24 | $3.2B | $3.9B |
总资产PINSPOST
| Q1 26 | $4.6B | — | ||
| Q4 25 | $5.5B | $13.0B | ||
| Q3 25 | $5.5B | $13.5B | ||
| Q2 25 | $5.4B | $13.4B | ||
| Q1 25 | $5.3B | $12.8B | ||
| Q4 24 | $5.3B | $12.8B | ||
| Q3 24 | $3.5B | $12.9B | ||
| Q2 24 | $3.7B | $12.1B |
负债/权益比PINSPOST
| 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 | $328.0M | $235.7M |
| 自由现金流经营现金流 - 资本支出 | $311.7M | $119.3M |
| 自由现金流率自由现金流/营收 | 30.9% | 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 | — | 2.43× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $436.0M |
8季度趋势，按日历期对齐
经营现金流PINSPOST
| Q1 26 | $328.0M | — | ||
| Q4 25 | $391.2M | $235.7M | ||
| Q3 25 | $321.7M | $301.3M | ||
| Q2 25 | $207.7M | $225.9M | ||
| Q1 25 | $363.7M | $160.7M | ||
| Q4 24 | $254.0M | $310.4M | ||
| Q3 24 | $248.0M | $235.4M | ||
| Q2 24 | $106.4M | $272.3M |
自由现金流PINSPOST
| Q1 26 | $311.7M | — | ||
| Q4 25 | $380.4M | $119.3M | ||
| Q3 25 | $318.4M | $151.6M | ||
| Q2 25 | $196.7M | $94.9M | ||
| Q1 25 | $356.4M | $70.2M | ||
| Q4 24 | $250.2M | $171.4M | ||
| Q3 24 | $244.1M | $96.2M | ||
| Q2 24 | $101.6M | $161.5M |
自由现金流率PINSPOST
| Q1 26 | 30.9% | — | ||
| Q4 25 | 28.8% | 5.5% | ||
| Q3 25 | 30.3% | 6.7% | ||
| Q2 25 | 19.7% | 4.8% | ||
| Q1 25 | 41.7% | 3.6% | ||
| Q4 24 | 21.7% | 8.7% | ||
| Q3 24 | 27.2% | 4.8% | ||
| Q2 24 | 11.9% | 8.3% |
资本支出强度PINSPOST
| Q1 26 | — | — | ||
| Q4 25 | 0.8% | 5.4% | ||
| Q3 25 | 0.3% | 6.7% | ||
| Q2 25 | 1.1% | 6.6% | ||
| Q1 25 | 0.9% | 4.6% | ||
| Q4 24 | 0.3% | 7.0% | ||
| Q3 24 | 0.4% | 6.9% | ||
| Q2 24 | 0.6% | 5.7% |
现金转化率PINSPOST
| Q1 26 | — | — | ||
| Q4 25 | 1.41× | 2.43× | ||
| Q3 25 | 3.49× | 5.91× | ||
| Q2 25 | 5.36× | 2.08× | ||
| Q1 25 | 40.77× | 2.57× | ||
| Q4 24 | 0.14× | 2.74× | ||
| Q3 24 | 8.12× | 2.88× | ||
| Q2 24 | 11.98× | 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
PINS
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% |
