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Post Holdings, Inc.（POST）与先锋自然资源公司（PR）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是先锋自然资源公司的1.9倍（$2.2B vs $1.2B），先锋自然资源公司净利率更高（29.0% vs 4.5%，领先24.6%），Post Holdings, Inc.同比增速更快（10.1% vs -9.8%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -3.0%）
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。
先锋自然资源公司总部位于美国得克萨斯州欧文市，主要从事油气勘探业务，运营覆盖二叠纪盆地Spraberry产区的克莱恩页岩区块，是该区域最大的土地权益持有方，2024年5月被埃克森美孚收购。
POST vs PR — 直观对比
营收规模更大
POST
是对方的1.9倍
$1.2B
营收增速更快
POST
高出19.9%
-9.8%
净利率更高
PR
高出24.6%
4.5%
两年增速更快
POST
近两年复合增速
-3.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.2B |
| 净利润 | $96.8M | $339.5M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | 23.1% |
| 净利率 | 4.5% | 29.0% |
| 营收同比 | 10.1% | -9.8% |
| 净利润同比 | -14.6% | 56.7% |
| 每股收益（稀释后） | $1.71 | $0.48 |
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POSTPR
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.4B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.2B |
净利润POSTPR
| Q4 25 | $96.8M | $339.5M | ||
| Q3 25 | $51.0M | $59.2M | ||
| Q2 25 | $108.8M | $207.1M | ||
| Q1 25 | $62.6M | $329.3M | ||
| Q4 24 | $113.3M | $216.7M | ||
| Q3 24 | $81.6M | $386.4M | ||
| Q2 24 | $99.8M | $235.1M | ||
| Q1 24 | $97.2M | $146.6M |
毛利率POSTPR
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | — | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | 29.0% | — |
营业利润率POSTPR
| Q4 25 | 11.0% | 23.1% | ||
| Q3 25 | 7.5% | 29.6% | ||
| Q2 25 | 11.8% | 24.8% | ||
| Q1 25 | 9.3% | 36.6% | ||
| Q4 24 | 10.8% | 32.8% | ||
| Q3 24 | 9.5% | 32.5% | ||
| Q2 24 | 10.4% | 36.5% | ||
| Q1 24 | 9.5% | 37.7% |
净利率POSTPR
| Q4 25 | 4.5% | 29.0% | ||
| Q3 25 | 2.3% | 4.5% | ||
| Q2 25 | 5.5% | 17.3% | ||
| Q1 25 | 3.2% | 23.9% | ||
| Q4 24 | 5.7% | 16.7% | ||
| Q3 24 | 4.1% | 31.8% | ||
| Q2 24 | 5.1% | 18.9% | ||
| Q1 24 | 4.9% | 11.8% |
每股收益（稀释后）POSTPR
| Q4 25 | $1.71 | $0.48 | ||
| Q3 25 | $0.91 | $0.08 | ||
| Q2 25 | $1.79 | $0.28 | ||
| Q1 25 | $1.03 | $0.44 | ||
| Q4 24 | $1.78 | $0.31 | ||
| Q3 24 | $1.28 | $0.53 | ||
| Q2 24 | $1.53 | $0.36 | ||
| Q1 24 | $1.48 | $0.25 |
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 | $153.7M |
| 总债务越低越好 | $7.5B | $3.5B |
| 股东权益账面价值 | $3.5B | $10.3B |
| 总资产 | $13.0B | $17.9B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资POSTPR
| Q4 25 | $279.3M | $153.7M | ||
| Q3 25 | $176.7M | $111.8M | ||
| Q2 25 | $1.1B | $451.0M | ||
| Q1 25 | $617.6M | $702.2M | ||
| Q4 24 | $872.9M | $479.3M | ||
| Q3 24 | $787.4M | $272.0M | ||
| Q2 24 | $333.8M | $47.8M | ||
| Q1 24 | $333.4M | $12.7M |
总债务POSTPR
| Q4 25 | $7.5B | $3.5B | ||
| Q3 25 | $7.4B | $3.5B | ||
| Q2 25 | $7.3B | $4.0B | ||
| Q1 25 | $6.9B | $4.0B | ||
| Q4 24 | $6.9B | $4.2B | ||
| Q3 24 | $6.8B | $4.2B | ||
| Q2 24 | $6.4B | $3.9B | ||
| Q1 24 | $6.4B | $3.9B |
股东权益POSTPR
| Q4 25 | $3.5B | $10.3B | ||
| Q3 25 | $3.8B | $10.0B | ||
| Q2 25 | $4.0B | $9.5B | ||
| Q1 25 | $3.8B | $9.4B | ||
| Q4 24 | $3.9B | $9.1B | ||
| Q3 24 | $4.1B | $9.0B | ||
| Q2 24 | $3.9B | $8.3B | ||
| Q1 24 | $4.0B | $7.0B |
总资产POSTPR
| Q4 25 | $13.0B | $17.9B | ||
| Q3 25 | $13.5B | $17.3B | ||
| Q2 25 | $13.4B | $17.5B | ||
| Q1 25 | $12.8B | $17.1B | ||
| Q4 24 | $12.8B | $16.9B | ||
| Q3 24 | $12.9B | $16.6B | ||
| Q2 24 | $12.1B | $15.4B | ||
| Q1 24 | $12.2B | $15.1B |
负债/权益比POSTPR
| Q4 25 | 2.16× | 0.34× | ||
| Q3 25 | 1.98× | 0.35× | ||
| Q2 25 | 1.84× | 0.42× | ||
| Q1 25 | 1.81× | 0.43× | ||
| Q4 24 | 1.79× | 0.46× | ||
| Q3 24 | 1.67× | 0.47× | ||
| Q2 24 | 1.62× | 0.46× | ||
| Q1 24 | 1.61× | 0.56× |
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 | $904.3M |
| 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 | 5.4% | — |
| 现金转化率经营现金流/净利润 | 2.43× | 2.66× |
| 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POSTPR
| Q4 25 | $235.7M | $904.3M | ||
| Q3 25 | $301.3M | $766.5M | ||
| Q2 25 | $225.9M | $1.0B | ||
| Q1 25 | $160.7M | $898.0M | ||
| Q4 24 | $310.4M | $871.6M | ||
| Q3 24 | $235.4M | $954.4M | ||
| Q2 24 | $272.3M | $938.4M | ||
| Q1 24 | $249.6M | $647.6M |
自由现金流POSTPR
| 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 | — | ||
| Q1 24 | $150.9M | — |
自由现金流率POSTPR
| 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% | — | ||
| Q1 24 | 7.5% | — |
资本支出强度POSTPR
| 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% | — | ||
| Q1 24 | 4.9% | — |
现金转化率POSTPR
| Q4 25 | 2.43× | 2.66× | ||
| Q3 25 | 5.91× | 12.94× | ||
| Q2 25 | 2.08× | 5.01× | ||
| Q1 25 | 2.57× | 2.73× | ||
| Q4 24 | 2.74× | 4.02× | ||
| Q3 24 | 2.88× | 2.47× | ||
| Q2 24 | 2.73× | 3.99× | ||
| Q1 24 | 2.57× | 4.42× |
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
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% |
PR
| Crude Oil | $1.0B | 87% |
| Natural Gas Liquids Reserves | $145.1M | 12% |
