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Post Holdings, Inc.（POST）与Primoris Services Corp（PRIM）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Primoris Services Corp的1.2倍（$2.2B vs $1.9B），Post Holdings, Inc.净利率更高（4.5% vs 2.8%，领先1.7%），Post Holdings, Inc.同比增速更快（10.1% vs 6.7%），Primoris Services Corp自由现金流更多（$121.1M vs $119.3M），过去两年Primoris Services Corp的营收复合增速更高（14.7% vs 4.3%）
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。
Primoris Services Corp是总部位于美国的上市专业基建与工程建设企业，核心业务覆盖天然气管道、污水管网及供水管道建设领域，2014年入选《财富》1000强榜单，在北美能源及民生基建领域拥有丰富的项目运营经验。
POST vs PRIM — 直观对比
营收规模更大
POST
是对方的1.2倍
$1.9B
营收增速更快
POST
高出3.4%
6.7%
净利率更高
POST
高出1.7%
2.8%
自由现金流更多
PRIM
多$1.8M
$119.3M
两年增速更快
PRIM
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.9B |
| 净利润 | $96.8M | $51.7M |
| 毛利率 | 29.4% | 9.4% |
| 营业利润率 | 11.0% | 4.2% |
| 净利率 | 4.5% | 2.8% |
| 营收同比 | 10.1% | 6.7% |
| 净利润同比 | -14.6% | -4.2% |
| 每股收益（稀释后） | $1.71 | $0.94 |
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POSTPRIM
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.6B | ||
| Q2 24 | $1.9B | $1.6B | ||
| Q1 24 | $2.0B | $1.4B |
净利润POSTPRIM
| Q4 25 | $96.8M | $51.7M | ||
| Q3 25 | $51.0M | $94.6M | ||
| Q2 25 | $108.8M | $84.3M | ||
| Q1 25 | $62.6M | $44.2M | ||
| Q4 24 | $113.3M | $54.0M | ||
| Q3 24 | $81.6M | $58.4M | ||
| Q2 24 | $99.8M | $49.5M | ||
| Q1 24 | $97.2M | $18.9M |
毛利率POSTPRIM
| Q4 25 | 29.4% | 9.4% | ||
| Q3 25 | 26.8% | 10.8% | ||
| Q2 25 | 30.0% | 12.3% | ||
| Q1 25 | 28.0% | 10.4% | ||
| Q4 24 | 30.1% | 10.6% | ||
| Q3 24 | 28.6% | 12.0% | ||
| Q2 24 | 29.6% | 11.9% | ||
| Q1 24 | 29.0% | 9.4% |
营业利润率POSTPRIM
| Q4 25 | 11.0% | 4.2% | ||
| Q3 25 | 7.5% | 6.3% | ||
| Q2 25 | 11.8% | 6.7% | ||
| Q1 25 | 9.3% | 4.3% | ||
| Q4 24 | 10.8% | 5.0% | ||
| Q3 24 | 9.5% | 6.0% | ||
| Q2 24 | 10.4% | 5.5% | ||
| Q1 24 | 9.5% | 3.1% |
净利率POSTPRIM
| Q4 25 | 4.5% | 2.8% | ||
| Q3 25 | 2.3% | 4.3% | ||
| Q2 25 | 5.5% | 4.5% | ||
| Q1 25 | 3.2% | 2.7% | ||
| Q4 24 | 5.7% | 3.1% | ||
| Q3 24 | 4.1% | 3.5% | ||
| Q2 24 | 5.1% | 3.2% | ||
| Q1 24 | 4.9% | 1.3% |
每股收益（稀释后）POSTPRIM
| Q4 25 | $1.71 | $0.94 | ||
| Q3 25 | $0.91 | $1.73 | ||
| Q2 25 | $1.79 | $1.54 | ||
| Q1 25 | $1.03 | $0.81 | ||
| Q4 24 | $1.78 | $0.98 | ||
| Q3 24 | $1.28 | $1.07 | ||
| Q2 24 | $1.53 | $0.91 | ||
| Q1 24 | $1.48 | $0.35 |
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 | $535.5M |
| 总债务越低越好 | $7.5B | $469.9M |
| 股东权益账面价值 | $3.5B | $1.7B |
| 总资产 | $13.0B | $4.4B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.28× |
8季度趋势，按日历期对齐
现金及短期投资POSTPRIM
| Q4 25 | $279.3M | $535.5M | ||
| Q3 25 | $176.7M | $431.4M | ||
| Q2 25 | $1.1B | $390.3M | ||
| Q1 25 | $617.6M | $351.6M | ||
| Q4 24 | $872.9M | $455.8M | ||
| Q3 24 | $787.4M | $352.7M | ||
| Q2 24 | $333.8M | $207.4M | ||
| Q1 24 | $333.4M | $177.6M |
总债务POSTPRIM
| Q4 25 | $7.5B | $469.9M | ||
| Q3 25 | $7.4B | $486.0M | ||
| Q2 25 | $7.3B | $603.1M | ||
| Q1 25 | $6.9B | $612.0M | ||
| Q4 24 | $6.9B | $734.8M | ||
| Q3 24 | $6.8B | $903.7M | ||
| Q2 24 | $6.4B | $933.0M | ||
| Q1 24 | $6.4B | $951.7M |
股东权益POSTPRIM
| Q4 25 | $3.5B | $1.7B | ||
| Q3 25 | $3.8B | $1.6B | ||
| Q2 25 | $4.0B | $1.5B | ||
| Q1 25 | $3.8B | $1.4B | ||
| Q4 24 | $3.9B | $1.4B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.0B | $1.2B |
总资产POSTPRIM
| Q4 25 | $13.0B | $4.4B | ||
| Q3 25 | $13.5B | $4.6B | ||
| Q2 25 | $13.4B | $4.5B | ||
| Q1 25 | $12.8B | $4.2B | ||
| Q4 24 | $12.8B | $4.2B | ||
| Q3 24 | $12.9B | $4.2B | ||
| Q2 24 | $12.1B | $4.0B | ||
| Q1 24 | $12.2B | $4.0B |
负债/权益比POSTPRIM
| Q4 25 | 2.16× | 0.28× | ||
| Q3 25 | 1.98× | 0.30× | ||
| Q2 25 | 1.84× | 0.39× | ||
| Q1 25 | 1.81× | 0.42× | ||
| Q4 24 | 1.79× | 0.52× | ||
| Q3 24 | 1.67× | 0.67× | ||
| Q2 24 | 1.62× | 0.72× | ||
| Q1 24 | 1.61× | 0.76× |
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 | $142.9M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $121.1M |
| 自由现金流率自由现金流/营收 | 5.5% | 6.5% |
| 资本支出强度资本支出/营收 | 5.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.43× | 2.76× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $340.5M |
8季度趋势，按日历期对齐
经营现金流POSTPRIM
| Q4 25 | $235.7M | $142.9M | ||
| Q3 25 | $301.3M | $182.9M | ||
| Q2 25 | $225.9M | $78.5M | ||
| Q1 25 | $160.7M | $66.2M | ||
| Q4 24 | $310.4M | $298.3M | ||
| Q3 24 | $235.4M | $222.5M | ||
| Q2 24 | $272.3M | $16.1M | ||
| Q1 24 | $249.6M | $-28.5M |
自由现金流POSTPRIM
| Q4 25 | $119.3M | $121.1M | ||
| Q3 25 | $151.6M | $148.4M | ||
| Q2 25 | $94.9M | $45.3M | ||
| Q1 25 | $70.2M | $25.6M | ||
| Q4 24 | $171.4M | $270.0M | ||
| Q3 24 | $96.2M | $158.8M | ||
| Q2 24 | $161.5M | $-8.1M | ||
| Q1 24 | $150.9M | $-38.9M |
自由现金流率POSTPRIM
| Q4 25 | 5.5% | 6.5% | ||
| Q3 25 | 6.7% | 6.8% | ||
| Q2 25 | 4.8% | 2.4% | ||
| Q1 25 | 3.6% | 1.6% | ||
| Q4 24 | 8.7% | 15.5% | ||
| Q3 24 | 4.8% | 9.6% | ||
| Q2 24 | 8.3% | -0.5% | ||
| Q1 24 | 7.5% | -2.8% |
资本支出强度POSTPRIM
| Q4 25 | 5.4% | 1.2% | ||
| Q3 25 | 6.7% | 1.6% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 4.6% | 2.5% | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.9% | 3.9% | ||
| Q2 24 | 5.7% | 1.5% | ||
| Q1 24 | 4.9% | 0.7% |
现金转化率POSTPRIM
| Q4 25 | 2.43× | 2.76× | ||
| Q3 25 | 5.91× | 1.93× | ||
| Q2 25 | 2.08× | 0.93× | ||
| Q1 25 | 2.57× | 1.50× | ||
| Q4 24 | 2.74× | 5.53× | ||
| Q3 24 | 2.88× | 3.81× | ||
| Q2 24 | 2.73× | 0.32× | ||
| Q1 24 | 2.57× | -1.50× |
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% |
PRIM
| Energy Segment | $1.2B | 64% |
| Unit Price Contracts | $473.7M | 25% |
| Cost Reimbursable Contracts | $121.3M | 7% |
| Other | $74.9M | 4% |
