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Post Holdings, Inc.（POST）与罗布乐思（RBLX）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是罗布乐思的1.5倍（$2.2B vs $1.4B），Post Holdings, Inc.净利率更高（4.5% vs -22.3%，领先26.8%），罗布乐思同比增速更快（43.2% vs 10.1%），罗布乐思自由现金流更多（$308.6M vs $119.3M），过去两年罗布乐思的营收复合增速更高（32.9% 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。
罗布乐思（Roblox Corporation）是总部位于美国加利福尼亚州圣马特奥的游戏企业，由大卫·巴斯祖奇与埃里克·卡塞尔于2004年共同创立。公司核心产品为同名线上游戏创作平台Roblox，于2006年正式上线，截至2024年12月底全球员工规模已超2400人。
POST vs RBLX — 直观对比
营收规模更大
POST
是对方的1.5倍
$1.4B
营收增速更快
RBLX
高出33.1%
10.1%
净利率更高
POST
高出26.8%
-22.3%
自由现金流更多
RBLX
多$189.3M
$119.3M
两年增速更快
RBLX
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $96.8M | $-316.0M |
| 毛利率 | 29.4% | 77.7% |
| 营业利润率 | 11.0% | -25.3% |
| 净利率 | 4.5% | -22.3% |
| 营收同比 | 10.1% | 43.2% |
| 净利润同比 | -14.6% | -43.9% |
| 每股收益（稀释后） | $1.71 | $-0.44 |
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POSTRBLX
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | $2.0B | $988.2M | ||
| Q3 24 | $2.0B | $919.0M | ||
| Q2 24 | $1.9B | $893.5M | ||
| Q1 24 | $2.0B | $801.3M |
净利润POSTRBLX
| Q4 25 | $96.8M | $-316.0M | ||
| Q3 25 | $51.0M | $-255.6M | ||
| Q2 25 | $108.8M | $-278.4M | ||
| Q1 25 | $62.6M | $-215.1M | ||
| Q4 24 | $113.3M | $-219.6M | ||
| Q3 24 | $81.6M | $-239.3M | ||
| Q2 24 | $99.8M | $-205.9M | ||
| Q1 24 | $97.2M | $-270.6M |
毛利率POSTRBLX
| Q4 25 | 29.4% | 77.7% | ||
| Q3 25 | 26.8% | 78.2% | ||
| Q2 25 | 30.0% | 78.2% | ||
| Q1 25 | 28.0% | 78.3% | ||
| Q4 24 | 30.1% | 77.9% | ||
| Q3 24 | 28.6% | 77.7% | ||
| Q2 24 | 29.6% | 77.8% | ||
| Q1 24 | 29.0% | 77.7% |
营业利润率POSTRBLX
| Q4 25 | 11.0% | -25.3% | ||
| Q3 25 | 7.5% | -21.8% | ||
| Q2 25 | 11.8% | -29.8% | ||
| Q1 25 | 9.3% | -24.6% | ||
| Q4 24 | 10.8% | -24.7% | ||
| Q3 24 | 9.5% | -30.4% | ||
| Q2 24 | 10.4% | -26.6% | ||
| Q1 24 | 9.5% | -37.7% |
净利率POSTRBLX
| Q4 25 | 4.5% | -22.3% | ||
| Q3 25 | 2.3% | -18.8% | ||
| Q2 25 | 5.5% | -25.8% | ||
| Q1 25 | 3.2% | -20.8% | ||
| Q4 24 | 5.7% | -22.2% | ||
| Q3 24 | 4.1% | -26.0% | ||
| Q2 24 | 5.1% | -23.0% | ||
| Q1 24 | 4.9% | -33.8% |
每股收益（稀释后）POSTRBLX
| Q4 25 | $1.71 | $-0.44 | ||
| Q3 25 | $0.91 | $-0.37 | ||
| Q2 25 | $1.79 | $-0.41 | ||
| Q1 25 | $1.03 | $-0.32 | ||
| Q4 24 | $1.78 | $-0.32 | ||
| Q3 24 | $1.28 | $-0.37 | ||
| Q2 24 | $1.53 | $-0.32 | ||
| Q1 24 | $1.48 | $-0.43 |
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 | $3.1B |
| 总债务越低越好 | $7.5B | $1.2B |
| 股东权益账面价值 | $3.5B | $394.5M |
| 总资产 | $13.0B | $9.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 2.98× |
8季度趋势，按日历期对齐
现金及短期投资POSTRBLX
| Q4 25 | $279.3M | $3.1B | ||
| Q3 25 | $176.7M | $2.9B | ||
| Q2 25 | $1.1B | $2.6B | ||
| Q1 25 | $617.6M | $2.7B | ||
| Q4 24 | $872.9M | $2.4B | ||
| Q3 24 | $787.4M | $2.3B | ||
| Q2 24 | $333.8M | $2.4B | ||
| Q1 24 | $333.4M | $2.4B |
总债务POSTRBLX
| Q4 25 | $7.5B | $1.2B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $1.2B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — | ||
| Q1 24 | $6.4B | — |
股东权益POSTRBLX
| Q4 25 | $3.5B | $394.5M | ||
| Q3 25 | $3.8B | $407.6M | ||
| Q2 25 | $4.0B | $353.2M | ||
| Q1 25 | $3.8B | $310.7M | ||
| Q4 24 | $3.9B | $221.4M | ||
| Q3 24 | $4.1B | $189.9M | ||
| Q2 24 | $3.9B | $121.5M | ||
| Q1 24 | $4.0B | $71.6M |
总资产POSTRBLX
| Q4 25 | $13.0B | $9.6B | ||
| Q3 25 | $13.5B | $8.6B | ||
| Q2 25 | $13.4B | $7.8B | ||
| Q1 25 | $12.8B | $7.5B | ||
| Q4 24 | $12.8B | $7.2B | ||
| Q3 24 | $12.9B | $6.7B | ||
| Q2 24 | $12.1B | $6.5B | ||
| Q1 24 | $12.2B | $6.3B |
负债/权益比POSTRBLX
| Q4 25 | 2.16× | 2.98× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 5.48× | ||
| Q3 24 | 1.67× | — | ||
| Q2 24 | 1.62× | — | ||
| Q1 24 | 1.61× | — |
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 | $607.0M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $308.6M |
| 自由现金流率自由现金流/营收 | 5.5% | 21.8% |
| 资本支出强度资本支出/营收 | 5.4% | 21.1% |
| 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 | $436.0M | $1.4B |
8季度趋势，按日历期对齐
经营现金流POSTRBLX
| Q4 25 | $235.7M | $607.0M | ||
| Q3 25 | $301.3M | $546.2M | ||
| Q2 25 | $225.9M | $199.3M | ||
| Q1 25 | $160.7M | $443.9M | ||
| Q4 24 | $310.4M | $184.5M | ||
| Q3 24 | $235.4M | $247.4M | ||
| Q2 24 | $272.3M | $151.4M | ||
| Q1 24 | $249.6M | $238.9M |
自由现金流POSTRBLX
| Q4 25 | $119.3M | $308.6M | ||
| Q3 25 | $151.6M | $443.6M | ||
| Q2 25 | $94.9M | $176.7M | ||
| Q1 25 | $70.2M | $426.5M | ||
| Q4 24 | $171.4M | $120.6M | ||
| Q3 24 | $96.2M | $218.0M | ||
| Q2 24 | $161.5M | $111.7M | ||
| Q1 24 | $150.9M | $192.3M |
自由现金流率POSTRBLX
| Q4 25 | 5.5% | 21.8% | ||
| Q3 25 | 6.7% | 32.6% | ||
| Q2 25 | 4.8% | 16.3% | ||
| Q1 25 | 3.6% | 41.2% | ||
| Q4 24 | 8.7% | 12.2% | ||
| Q3 24 | 4.8% | 23.7% | ||
| Q2 24 | 8.3% | 12.5% | ||
| Q1 24 | 7.5% | 24.0% |
资本支出强度POSTRBLX
| Q4 25 | 5.4% | 21.1% | ||
| Q3 25 | 6.7% | 7.5% | ||
| Q2 25 | 6.6% | 2.1% | ||
| Q1 25 | 4.6% | 1.7% | ||
| Q4 24 | 7.0% | 6.5% | ||
| Q3 24 | 6.9% | 3.2% | ||
| Q2 24 | 5.7% | 4.4% | ||
| Q1 24 | 4.9% | 5.8% |
现金转化率POSTRBLX
| Q4 25 | 2.43× | — | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | — | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | — |
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% |
RBLX
暂无分部数据
