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Post Holdings, Inc.（POST）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是瑞思迈的1.5倍（$2.2B vs $1.4B），瑞思迈净利率更高（27.6% vs 4.5%，领先23.1%），瑞思迈同比增速更快（11.0% vs 10.1%），过去两年瑞思迈的营收复合增速更高（7.8% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
POST vs RMD — 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
RMD
高出0.9%
10.1%
净利率更高
RMD
高出23.1%
4.5%
两年增速更快
RMD
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $96.8M | $392.6M |
| 毛利率 | 29.4% | 61.8% |
| 营业利润率 | 11.0% | 34.6% |
| 净利率 | 4.5% | 27.6% |
| 营收同比 | 10.1% | 11.0% |
| 净利润同比 | -14.6% | 13.9% |
| 每股收益（稀释后） | $1.71 | $2.68 |
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POSTRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.2B |
净利润POSTRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $96.8M | $392.6M | ||
| Q3 25 | $51.0M | $348.5M | ||
| Q2 25 | $108.8M | $379.7M | ||
| Q1 25 | $62.6M | $365.0M | ||
| Q4 24 | $113.3M | $344.6M | ||
| Q3 24 | $81.6M | $311.4M |
毛利率POSTRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | 29.4% | 61.8% | ||
| Q3 25 | 26.8% | 61.5% | ||
| Q2 25 | 30.0% | 60.8% | ||
| Q1 25 | 28.0% | 59.3% | ||
| Q4 24 | 30.1% | 58.6% | ||
| Q3 24 | 28.6% | 58.6% |
营业利润率POSTRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 11.0% | 34.6% | ||
| Q3 25 | 7.5% | 33.4% | ||
| Q2 25 | 11.8% | 33.7% | ||
| Q1 25 | 9.3% | 33.0% | ||
| Q4 24 | 10.8% | 32.5% | ||
| Q3 24 | 9.5% | 31.6% |
净利率POSTRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 4.5% | 27.6% | ||
| Q3 25 | 2.3% | 26.1% | ||
| Q2 25 | 5.5% | 28.2% | ||
| Q1 25 | 3.2% | 28.3% | ||
| Q4 24 | 5.7% | 26.9% | ||
| Q3 24 | 4.1% | 25.4% |
每股收益（稀释后）POSTRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $1.71 | $2.68 | ||
| Q3 25 | $0.91 | $2.37 | ||
| Q2 25 | $1.79 | $2.58 | ||
| Q1 25 | $1.03 | $2.48 | ||
| Q4 24 | $1.78 | $2.34 | ||
| Q3 24 | $1.28 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | $7.5B | $663.8M |
| 股东权益账面价值 | $3.5B | $6.3B |
| 总资产 | $13.0B | $8.5B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资POSTRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $279.3M | $1.4B | ||
| Q3 25 | $176.7M | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $617.6M | $932.7M | ||
| Q4 24 | $872.9M | $521.9M | ||
| Q3 24 | $787.4M | $426.4M |
总债务POSTRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $7.5B | $403.9M | ||
| Q3 25 | $7.4B | $408.7M | ||
| Q2 25 | $7.3B | $658.4M | ||
| Q1 25 | $6.9B | $663.1M | ||
| Q4 24 | $6.9B | $662.9M | ||
| Q3 24 | $6.8B | $667.6M |
股东权益POSTRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $3.5B | $6.3B | ||
| Q3 25 | $3.8B | $6.1B | ||
| Q2 25 | $4.0B | $6.0B | ||
| Q1 25 | $3.8B | $5.5B | ||
| Q4 24 | $3.9B | $5.3B | ||
| Q3 24 | $4.1B | $5.2B |
总资产POSTRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $13.0B | $8.5B | ||
| Q3 25 | $13.5B | $8.3B | ||
| Q2 25 | $13.4B | $8.2B | ||
| Q1 25 | $12.8B | $7.6B | ||
| Q4 24 | $12.8B | $7.1B | ||
| Q3 24 | $12.9B | $7.2B |
负债/权益比POSTRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 2.16× | 0.06× | ||
| Q3 25 | 1.98× | 0.07× | ||
| Q2 25 | 1.84× | 0.11× | ||
| Q1 25 | 1.81× | 0.12× | ||
| Q4 24 | 1.79× | 0.13× | ||
| Q3 24 | 1.67× | 0.13× |
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 | — |
| 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× | — |
| 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POSTRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $339.7M | ||
| Q3 25 | $301.3M | $457.3M | ||
| Q2 25 | $225.9M | $538.8M | ||
| Q1 25 | $160.7M | $578.7M | ||
| Q4 24 | $310.4M | $308.6M | ||
| Q3 24 | $235.4M | $325.5M |
自由现金流POSTRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $311.2M | ||
| Q3 25 | $151.6M | $414.4M | ||
| Q2 25 | $94.9M | $508.2M | ||
| Q1 25 | $70.2M | $557.9M | ||
| Q4 24 | $171.4M | $288.0M | ||
| Q3 24 | $96.2M | $307.7M |
自由现金流率POSTRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 21.9% | ||
| Q3 25 | 6.7% | 31.0% | ||
| Q2 25 | 4.8% | 37.7% | ||
| Q1 25 | 3.6% | 43.2% | ||
| Q4 24 | 8.7% | 22.5% | ||
| Q3 24 | 4.8% | 25.1% |
资本支出强度POSTRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 2.0% | ||
| Q3 25 | 6.7% | 3.2% | ||
| Q2 25 | 6.6% | 2.3% | ||
| Q1 25 | 4.6% | 1.6% | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.9% | 1.5% |
现金转化率POSTRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 0.87× | ||
| Q3 25 | 5.91× | 1.31× | ||
| Q2 25 | 2.08× | 1.42× | ||
| Q1 25 | 2.57× | 1.59× | ||
| Q4 24 | 2.74× | 0.90× | ||
| Q3 24 | 2.88× | 1.05× |
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% |
RMD
暂无分部数据
