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Post Holdings, Inc.（POST）与利氏兄弟拍卖行（RBA）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是利氏兄弟拍卖行的1.8倍（$2.2B vs $1.2B），利氏兄弟拍卖行净利率更高（9.1% vs 4.5%，领先4.7%），Post Holdings, Inc.同比增速更快（10.1% vs 5.4%），利氏兄弟拍卖行自由现金流更多（$186.5M vs $119.3M），过去两年利氏兄弟拍卖行的营收复合增速更高（6.3% 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。
利氏兄弟拍卖行（股票代码RBA）是全球知名的工业资产拍卖服务商，注册地位于加拿大，属公开上市企业，总部设在美国伊利诺伊州韦斯特切斯特，普通股同时在多伦多证券交易所与纽约证券交易所挂牌交易。
POST vs RBA — 直观对比
营收规模更大
POST
是对方的1.8倍
$1.2B
营收增速更快
POST
高出4.7%
5.4%
净利率更高
RBA
高出4.7%
4.5%
自由现金流更多
RBA
多$67.2M
$119.3M
两年增速更快
RBA
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.2B |
| 净利润 | $96.8M | $109.7M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | 14.7% |
| 净利率 | 4.5% | 9.1% |
| 营收同比 | 10.1% | 5.4% |
| 净利润同比 | -14.6% | -7.4% |
| 每股收益（稀释后） | $1.71 | $0.53 |
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POSTRBA
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $1.1B | ||
| Q2 25 | $2.0B | $1.2B | ||
| Q1 25 | $2.0B | $1.1B | ||
| Q4 24 | $2.0B | $1.1B | ||
| Q3 24 | $2.0B | $981.8M | ||
| Q2 24 | $1.9B | $1.1B | ||
| Q1 24 | $2.0B | $1.1B |
净利润POSTRBA
| Q4 25 | $96.8M | $109.7M | ||
| Q3 25 | $51.0M | $95.5M | ||
| Q2 25 | $108.8M | $109.8M | ||
| Q1 25 | $62.6M | $113.4M | ||
| Q4 24 | $113.3M | $118.5M | ||
| Q3 24 | $81.6M | $76.1M | ||
| Q2 24 | $99.8M | $111.1M | ||
| Q1 24 | $97.2M | $107.4M |
毛利率POSTRBA
| 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POSTRBA
| Q4 25 | 11.0% | 14.7% | ||
| Q3 25 | 7.5% | 14.5% | ||
| Q2 25 | 11.8% | 15.9% | ||
| Q1 25 | 9.3% | 17.1% | ||
| Q4 24 | 10.8% | 18.1% | ||
| Q3 24 | 9.5% | 15.6% | ||
| Q2 24 | 10.4% | 18.4% | ||
| Q1 24 | 9.5% | 18.7% |
净利率POSTRBA
| Q4 25 | 4.5% | 9.1% | ||
| Q3 25 | 2.3% | 8.7% | ||
| Q2 25 | 5.5% | 9.3% | ||
| Q1 25 | 3.2% | 10.2% | ||
| Q4 24 | 5.7% | 10.4% | ||
| Q3 24 | 4.1% | 7.8% | ||
| Q2 24 | 5.1% | 10.1% | ||
| Q1 24 | 4.9% | 10.1% |
每股收益（稀释后）POSTRBA
| Q4 25 | $1.71 | $0.53 | ||
| Q3 25 | $0.91 | $0.43 | ||
| Q2 25 | $1.79 | $0.53 | ||
| Q1 25 | $1.03 | $0.55 | ||
| Q4 24 | $1.78 | $0.58 | ||
| Q3 24 | $1.28 | $0.36 | ||
| Q2 24 | $1.53 | $0.54 | ||
| Q1 24 | $1.48 | $0.53 |
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 | $279.3M | $531.5M |
| 总债务越低越好 | $7.5B | $2.3B |
| 股东权益账面价值 | $3.5B | $5.6B |
| 总资产 | $13.0B | $12.1B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.42× |
8季度趋势，按日历期对齐
现金及短期投资POSTRBA
| Q4 25 | $279.3M | $531.5M | ||
| Q3 25 | $176.7M | $674.7M | ||
| Q2 25 | $1.1B | $710.2M | ||
| Q1 25 | $617.6M | $578.1M | ||
| Q4 24 | $872.9M | $533.9M | ||
| Q3 24 | $787.4M | $650.7M | ||
| Q2 24 | $333.8M | $599.5M | ||
| Q1 24 | $333.4M | $462.8M |
总债务POSTRBA
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.6B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $6.9B | $2.6B | ||
| Q4 24 | $6.9B | $2.6B | ||
| Q3 24 | $6.8B | $2.7B | ||
| Q2 24 | $6.4B | $2.8B | ||
| Q1 24 | $6.4B | $2.9B |
股东权益POSTRBA
| Q4 25 | $3.5B | $5.6B | ||
| Q3 25 | $3.8B | $5.5B | ||
| Q2 25 | $4.0B | $5.5B | ||
| Q1 25 | $3.8B | $5.3B | ||
| Q4 24 | $3.9B | $5.2B | ||
| Q3 24 | $4.1B | $5.2B | ||
| Q2 24 | $3.9B | $5.2B | ||
| Q1 24 | $4.0B | $5.1B |
总资产POSTRBA
| Q4 25 | $13.0B | $12.1B | ||
| Q3 25 | $13.5B | $12.2B | ||
| Q2 25 | $13.4B | $12.2B | ||
| Q1 25 | $12.8B | $11.9B | ||
| Q4 24 | $12.8B | $11.8B | ||
| Q3 24 | $12.9B | $11.9B | ||
| Q2 24 | $12.1B | $12.1B | ||
| Q1 24 | $12.2B | $12.0B |
负债/权益比POSTRBA
| Q4 25 | 2.16× | 0.42× | ||
| Q3 25 | 1.98× | 0.47× | ||
| Q2 25 | 1.84× | 0.47× | ||
| Q1 25 | 1.81× | 0.50× | ||
| Q4 24 | 1.79× | 0.50× | ||
| Q3 24 | 1.67× | 0.52× | ||
| Q2 24 | 1.62× | 0.55× | ||
| Q1 24 | 1.61× | 0.58× |
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 | $255.2M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $186.5M |
| 自由现金流率自由现金流/营收 | 5.5% | 15.5% |
| 资本支出强度资本支出/营收 | 5.4% | 5.7% |
| 现金转化率经营现金流/净利润 | 2.43× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $719.2M |
8季度趋势，按日历期对齐
经营现金流POSTRBA
| Q4 25 | $235.7M | $255.2M | ||
| Q3 25 | $301.3M | $239.7M | ||
| Q2 25 | $225.9M | $326.5M | ||
| Q1 25 | $160.7M | $156.8M | ||
| Q4 24 | $310.4M | $184.5M | ||
| Q3 24 | $235.4M | $285.4M | ||
| Q2 24 | $272.3M | $337.3M | ||
| Q1 24 | $249.6M | $124.8M |
自由现金流POSTRBA
| Q4 25 | $119.3M | $186.5M | ||
| Q3 25 | $151.6M | $188.5M | ||
| Q2 25 | $94.9M | $241.7M | ||
| Q1 25 | $70.2M | $102.5M | ||
| Q4 24 | $171.4M | $127.9M | ||
| Q3 24 | $96.2M | $248.5M | ||
| Q2 24 | $161.5M | $308.6M | ||
| Q1 24 | $150.9M | $79.6M |
自由现金流率POSTRBA
| Q4 25 | 5.5% | 15.5% | ||
| Q3 25 | 6.7% | 17.3% | ||
| Q2 25 | 4.8% | 20.4% | ||
| Q1 25 | 3.6% | 9.2% | ||
| Q4 24 | 8.7% | 11.2% | ||
| Q3 24 | 4.8% | 25.3% | ||
| Q2 24 | 8.3% | 28.2% | ||
| Q1 24 | 7.5% | 7.5% |
资本支出强度POSTRBA
| Q4 25 | 5.4% | 5.7% | ||
| Q3 25 | 6.7% | 4.7% | ||
| Q2 25 | 6.6% | 7.2% | ||
| Q1 25 | 4.6% | 4.9% | ||
| Q4 24 | 7.0% | 5.0% | ||
| Q3 24 | 6.9% | 3.8% | ||
| Q2 24 | 5.7% | 2.6% | ||
| Q1 24 | 4.9% | 4.2% |
现金转化率POSTRBA
| Q4 25 | 2.43× | 2.33× | ||
| Q3 25 | 5.91× | 2.51× | ||
| Q2 25 | 2.08× | 2.97× | ||
| Q1 25 | 2.57× | 1.38× | ||
| Q4 24 | 2.74× | 1.56× | ||
| Q3 24 | 2.88× | 3.75× | ||
| Q2 24 | 2.73× | 3.04× | ||
| Q1 24 | 2.57× | 1.16× |
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% |
RBA
| Buyer Revenue | $577.2M | 48% |
| Seller Revenue | $255.2M | 21% |
| CA | $199.0M | 17% |
| Other | $124.7M | 10% |
| AU | $47.3M | 4% |
