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Post Holdings, Inc.（POST）与Raymond James Financial（RJF）财务数据对比。点击上方公司名可切换其他公司
Raymond James Financial的季度营收约是Post Holdings, Inc.的1.9倍（$4.2B vs $2.2B），Raymond James Financial净利率更高（13.5% vs 4.5%，领先9.0%），Post Holdings, Inc.同比增速更快（10.1% vs 3.5%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-56.0M），过去两年Raymond James Financial的营收复合增速更高（7.1% 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。
雷蒙德詹姆斯金融是美国跨国独立投资银行及金融服务机构，通过旗下子公司为个人、企业及市政主体提供多元金融服务，核心业务覆盖投资与财务规划、投资银行、资产管理等领域，总部位于美国佛罗里达州圣彼得堡。
POST vs RJF — 直观对比
营收规模更大
RJF
是对方的1.9倍
$2.2B
营收增速更快
POST
高出6.6%
3.5%
净利率更高
RJF
高出9.0%
4.5%
自由现金流更多
POST
多$175.3M
$-56.0M
两年增速更快
RJF
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $4.2B |
| 净利润 | $96.8M | $563.0M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | — |
| 净利率 | 4.5% | 13.5% |
| 营收同比 | 10.1% | 3.5% |
| 净利润同比 | -14.6% | -6.2% |
| 每股收益（稀释后） | $1.71 | $2.79 |
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POSTRJF
| Q4 25 | $2.2B | $4.2B | ||
| Q3 25 | $2.2B | $4.2B | ||
| Q2 25 | $2.0B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $2.0B | $4.0B | ||
| Q3 24 | $2.0B | $4.0B | ||
| Q2 24 | $1.9B | $3.8B | ||
| Q1 24 | $2.0B | $3.6B |
净利润POSTRJF
| Q4 25 | $96.8M | $563.0M | ||
| Q3 25 | $51.0M | $604.0M | ||
| Q2 25 | $108.8M | $436.0M | ||
| Q1 25 | $62.6M | $495.0M | ||
| Q4 24 | $113.3M | $600.0M | ||
| Q3 24 | $81.6M | $602.0M | ||
| Q2 24 | $99.8M | $492.0M | ||
| Q1 24 | $97.2M | $476.0M |
毛利率POSTRJF
| 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POSTRJF
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | 14.7% | ||
| Q1 25 | 9.3% | 17.5% | ||
| Q4 24 | 10.8% | 18.6% | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | 17.1% | ||
| Q1 24 | 9.5% | 16.7% |
净利率POSTRJF
| Q4 25 | 4.5% | 13.5% | ||
| Q3 25 | 2.3% | 14.4% | ||
| Q2 25 | 5.5% | 11.3% | ||
| Q1 25 | 3.2% | 12.9% | ||
| Q4 24 | 5.7% | 14.9% | ||
| Q3 24 | 4.1% | 15.0% | ||
| Q2 24 | 5.1% | 13.1% | ||
| Q1 24 | 4.9% | 13.1% |
每股收益（稀释后）POSTRJF
| Q4 25 | $1.71 | $2.79 | ||
| Q3 25 | $0.91 | $2.96 | ||
| Q2 25 | $1.79 | $2.12 | ||
| Q1 25 | $1.03 | $2.36 | ||
| Q4 24 | $1.78 | $2.86 | ||
| Q3 24 | $1.28 | $2.85 | ||
| Q2 24 | $1.53 | $2.31 | ||
| Q1 24 | $1.48 | $2.22 |
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 | $9.9B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $12.6B |
| 总资产 | $13.0B | $88.8B |
| 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POSTRJF
| Q4 25 | $279.3M | $9.9B | ||
| Q3 25 | $176.7M | $11.4B | ||
| Q2 25 | $1.1B | $9.2B | ||
| Q1 25 | $617.6M | $9.7B | ||
| Q4 24 | $872.9M | $10.0B | ||
| Q3 24 | $787.4M | $11.0B | ||
| Q2 24 | $333.8M | $9.1B | ||
| Q1 24 | $333.4M | $10.0B |
总债务POSTRJF
| 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 | — | ||
| Q1 24 | $6.4B | — |
股东权益POSTRJF
| Q4 25 | $3.5B | $12.6B | ||
| Q3 25 | $3.8B | $12.5B | ||
| Q2 25 | $4.0B | $12.3B | ||
| Q1 25 | $3.8B | $12.2B | ||
| Q4 24 | $3.9B | $11.9B | ||
| Q3 24 | $4.1B | $11.7B | ||
| Q2 24 | $3.9B | $11.2B | ||
| Q1 24 | $4.0B | $11.0B |
总资产POSTRJF
| Q4 25 | $13.0B | $88.8B | ||
| Q3 25 | $13.5B | $88.2B | ||
| Q2 25 | $13.4B | $84.8B | ||
| Q1 25 | $12.8B | $83.1B | ||
| Q4 24 | $12.8B | $82.3B | ||
| Q3 24 | $12.9B | $83.0B | ||
| Q2 24 | $12.1B | $80.6B | ||
| Q1 24 | $12.2B | $81.2B |
负债/权益比POSTRJF
| 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× | — | ||
| 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 | $-10.0M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $-56.0M |
| 自由现金流率自由现金流/营收 | 5.5% | -1.3% |
| 资本支出强度资本支出/营收 | 5.4% | 1.1% |
| 现金转化率经营现金流/净利润 | 2.43× | -0.02× |
| 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POSTRJF
| Q4 25 | $235.7M | $-10.0M | ||
| Q3 25 | $301.3M | $796.0M | ||
| Q2 25 | $225.9M | $691.0M | ||
| Q1 25 | $160.7M | $117.0M | ||
| Q4 24 | $310.4M | $830.0M | ||
| Q3 24 | $235.4M | $510.0M | ||
| Q2 24 | $272.3M | $711.0M | ||
| Q1 24 | $249.6M | $391.0M |
自由现金流POSTRJF
| Q4 25 | $119.3M | $-56.0M | ||
| Q3 25 | $151.6M | $752.0M | ||
| Q2 25 | $94.9M | $634.0M | ||
| Q1 25 | $70.2M | $71.0M | ||
| Q4 24 | $171.4M | $789.0M | ||
| Q3 24 | $96.2M | $460.0M | ||
| Q2 24 | $161.5M | $655.0M | ||
| Q1 24 | $150.9M | $342.0M |
自由现金流率POSTRJF
| Q4 25 | 5.5% | -1.3% | ||
| Q3 25 | 6.7% | 17.9% | ||
| Q2 25 | 4.8% | 16.5% | ||
| Q1 25 | 3.6% | 1.8% | ||
| Q4 24 | 8.7% | 19.6% | ||
| Q3 24 | 4.8% | 11.5% | ||
| Q2 24 | 8.3% | 17.4% | ||
| Q1 24 | 7.5% | 9.4% |
资本支出强度POSTRJF
| Q4 25 | 5.4% | 1.1% | ||
| Q3 25 | 6.7% | 1.1% | ||
| Q2 25 | 6.6% | 1.5% | ||
| Q1 25 | 4.6% | 1.2% | ||
| Q4 24 | 7.0% | 1.0% | ||
| Q3 24 | 6.9% | 1.2% | ||
| Q2 24 | 5.7% | 1.5% | ||
| Q1 24 | 4.9% | 1.3% |
现金转化率POSTRJF
| Q4 25 | 2.43× | -0.02× | ||
| Q3 25 | 5.91× | 1.32× | ||
| Q2 25 | 2.08× | 1.58× | ||
| Q1 25 | 2.57× | 0.24× | ||
| Q4 24 | 2.74× | 1.38× | ||
| Q3 24 | 2.88× | 0.85× | ||
| Q2 24 | 2.73× | 1.45× | ||
| Q1 24 | 2.57× | 0.82× |
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% |
RJF
暂无分部数据
