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Post Holdings, Inc.（POST）与Roper Technologies（ROP）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Roper Technologies的1.0倍（$2.2B vs $2.1B），Roper Technologies净利率更高（15.8% vs 4.5%，领先11.3%），Roper Technologies同比增速更快（11.3% vs 10.1%），Roper Technologies自由现金流更多（$507.0M vs $119.3M），过去两年Roper Technologies的营收复合增速更高（10.5% 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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
POST vs ROP — 直观对比
营收规模更大
POST
是对方的1.0倍
$2.1B
营收增速更快
ROP
高出1.2%
10.1%
净利率更高
ROP
高出11.3%
4.5%
自由现金流更多
ROP
多$387.7M
$119.3M
两年增速更快
ROP
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.1B |
| 净利润 | $96.8M | $331.0M |
| 毛利率 | 29.4% | 69.4% |
| 营业利润率 | 11.0% | 27.2% |
| 净利率 | 4.5% | 15.8% |
| 营收同比 | 10.1% | 11.3% |
| 净利润同比 | -14.6% | 842.6% |
| 每股收益（稀释后） | $1.71 | $4.87 |
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POSTROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.0B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $1.9B | ||
| Q3 24 | $2.0B | $1.8B | ||
| Q2 24 | $1.9B | $1.7B |
净利润POSTROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $96.8M | $428.4M | ||
| Q3 25 | $51.0M | $398.5M | ||
| Q2 25 | $108.8M | $378.3M | ||
| Q1 25 | $62.6M | $331.1M | ||
| Q4 24 | $113.3M | $462.3M | ||
| Q3 24 | $81.6M | $367.9M | ||
| Q2 24 | $99.8M | $337.1M |
毛利率POSTROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 29.4% | 69.5% | ||
| Q3 25 | 26.8% | 69.5% | ||
| Q2 25 | 30.0% | 69.2% | ||
| Q1 25 | 28.0% | 68.7% | ||
| Q4 24 | 30.1% | 68.3% | ||
| Q3 24 | 28.6% | 69.2% | ||
| Q2 24 | 29.6% | 69.5% |
营业利润率POSTROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 11.0% | 28.6% | ||
| Q3 25 | 7.5% | 28.4% | ||
| Q2 25 | 11.8% | 28.2% | ||
| Q1 25 | 9.3% | 27.9% | ||
| Q4 24 | 10.8% | 28.0% | ||
| Q3 24 | 9.5% | 28.1% | ||
| Q2 24 | 10.4% | 28.8% |
净利率POSTROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 4.5% | 20.8% | ||
| Q3 25 | 2.3% | 19.8% | ||
| Q2 25 | 5.5% | 19.5% | ||
| Q1 25 | 3.2% | 17.6% | ||
| Q4 24 | 5.7% | 24.6% | ||
| Q3 24 | 4.1% | 20.8% | ||
| Q2 24 | 5.1% | 19.6% |
每股收益（稀释后）POSTROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | $1.71 | $3.97 | ||
| Q3 25 | $0.91 | $3.68 | ||
| Q2 25 | $1.79 | $3.49 | ||
| Q1 25 | $1.03 | $3.06 | ||
| Q4 24 | $1.78 | $4.29 | ||
| Q3 24 | $1.28 | $3.40 | ||
| Q2 24 | $1.53 | $3.12 |
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 | $382.9M |
| 总债务越低越好 | $7.5B | $9.7B |
| 股东权益账面价值 | $3.5B | $18.8B |
| 总资产 | $13.0B | $34.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资POSTROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $279.3M | $297.4M | ||
| Q3 25 | $176.7M | $320.0M | ||
| Q2 25 | $1.1B | $242.4M | ||
| Q1 25 | $617.6M | $372.8M | ||
| Q4 24 | $872.9M | $188.2M | ||
| Q3 24 | $787.4M | $269.6M | ||
| Q2 24 | $333.8M | $251.5M |
总债务POSTROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | $7.5B | $9.3B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $7.6B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
股东权益POSTROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $3.5B | $19.9B | ||
| Q3 25 | $3.8B | $20.0B | ||
| Q2 25 | $4.0B | $19.6B | ||
| Q1 25 | $3.8B | $19.2B | ||
| Q4 24 | $3.9B | $18.9B | ||
| Q3 24 | $4.1B | $18.5B | ||
| Q2 24 | $3.9B | $18.1B |
总资产POSTROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $13.0B | $34.6B | ||
| Q3 25 | $13.5B | $34.6B | ||
| Q2 25 | $13.4B | $33.2B | ||
| Q1 25 | $12.8B | $31.4B | ||
| Q4 24 | $12.8B | $31.3B | ||
| Q3 24 | $12.9B | $31.6B | ||
| Q2 24 | $12.1B | $29.8B |
负债/权益比POSTROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | 2.16× | 0.47× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.40× | ||
| Q3 24 | 1.67× | — | ||
| Q2 24 | 1.62× | — |
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 | $507.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 24.2% |
| 资本支出强度资本支出/营收 | 5.4% | 0.5% |
| 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POSTROP
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $738.0M | ||
| Q3 25 | $301.3M | $869.5M | ||
| Q2 25 | $225.9M | $404.1M | ||
| Q1 25 | $160.7M | $528.7M | ||
| Q4 24 | $310.4M | $722.2M | ||
| Q3 24 | $235.4M | $755.4M | ||
| Q2 24 | $272.3M | $384.1M |
自由现金流POSTROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | $119.3M | — | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | — | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | — | ||
| Q3 24 | $96.2M | — | ||
| Q2 24 | $161.5M | — |
自由现金流率POSTROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | 5.5% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | — | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | — | ||
| Q3 24 | 4.8% | — | ||
| Q2 24 | 8.3% | — |
资本支出强度POSTROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | 5.4% | — | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | — | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | — | ||
| Q3 24 | 6.9% | — | ||
| Q2 24 | 5.7% | — |
现金转化率POSTROP
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.72× | ||
| Q3 25 | 5.91× | 2.18× | ||
| Q2 25 | 2.08× | 1.07× | ||
| Q1 25 | 2.57× | 1.60× | ||
| Q4 24 | 2.74× | 1.56× | ||
| Q3 24 | 2.88× | 2.05× | ||
| Q2 24 | 2.73× | 1.14× |
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% |
ROP
暂无分部数据
