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Post Holdings, Inc.（POST）与RPM INTERNATIONAL INC（RPM）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RPM INTERNATIONAL INC的1.1倍（$2.2B vs $1.9B），RPM INTERNATIONAL INC净利率更高（8.4% vs 4.5%，领先4.0%），Post Holdings, Inc.同比增速更快（10.1% vs 3.5%），RPM INTERNATIONAL INC自由现金流更多（$296.4M vs $119.3M），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
POST vs RPM — 直观对比
营收规模更大
POST
是对方的1.1倍
$1.9B
营收增速更快
POST
高出6.6%
3.5%
净利率更高
RPM
高出4.0%
4.5%
自由现金流更多
RPM
多$177.1M
$119.3M
两年增速更快
RPM
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.9B |
| 净利润 | $96.8M | $161.2M |
| 毛利率 | 29.4% | 40.8% |
| 营业利润率 | 11.0% | 11.0% |
| 净利率 | 4.5% | 8.4% |
| 营收同比 | 10.1% | 3.5% |
| 净利润同比 | -14.6% | -12.0% |
| 每股收益（稀释后） | $1.71 | $1.26 |
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POSTRPM
| Q4 25 | $2.2B | $1.9B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.0B | $1.8B | ||
| Q3 24 | $2.0B | $2.0B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $2.0B | $1.5B |
净利润POSTRPM
| Q4 25 | $96.8M | $161.2M | ||
| Q3 25 | $51.0M | $227.6M | ||
| Q2 25 | $108.8M | $225.8M | ||
| Q1 25 | $62.6M | $52.0M | ||
| Q4 24 | $113.3M | $183.2M | ||
| Q3 24 | $81.6M | $227.7M | ||
| Q2 24 | $99.8M | $180.6M | ||
| Q1 24 | $97.2M | $61.2M |
毛利率POSTRPM
| Q4 25 | 29.4% | 40.8% | ||
| Q3 25 | 26.8% | 42.3% | ||
| Q2 25 | 30.0% | 42.4% | ||
| Q1 25 | 28.0% | 38.4% | ||
| Q4 24 | 30.1% | 41.4% | ||
| Q3 24 | 28.6% | 42.5% | ||
| Q2 24 | 29.6% | 41.4% | ||
| Q1 24 | 29.0% | 39.9% |
营业利润率POSTRPM
| Q4 25 | 11.0% | 11.0% | ||
| Q3 25 | 7.5% | 14.1% | ||
| Q2 25 | 11.8% | 11.9% | ||
| Q1 25 | 9.3% | 2.8% | ||
| Q4 24 | 10.8% | 11.5% | ||
| Q3 24 | 9.5% | 14.8% | ||
| Q2 24 | 10.4% | 11.9% | ||
| Q1 24 | 9.5% | 5.5% |
净利率POSTRPM
| Q4 25 | 4.5% | 8.4% | ||
| Q3 25 | 2.3% | 10.8% | ||
| Q2 25 | 5.5% | 10.8% | ||
| Q1 25 | 3.2% | 3.5% | ||
| Q4 24 | 5.7% | 9.9% | ||
| Q3 24 | 4.1% | 11.6% | ||
| Q2 24 | 5.1% | 9.0% | ||
| Q1 24 | 4.9% | 4.0% |
每股收益（稀释后）POSTRPM
| Q4 25 | $1.71 | $1.26 | ||
| Q3 25 | $0.91 | $1.77 | ||
| Q2 25 | $1.79 | $1.76 | ||
| Q1 25 | $1.03 | $0.40 | ||
| Q4 24 | $1.78 | $1.42 | ||
| Q3 24 | $1.28 | $1.77 | ||
| Q2 24 | $1.53 | $1.40 | ||
| Q1 24 | $1.48 | $0.47 |
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 | $316.6M |
| 总债务越低越好 | $7.5B | $2.5B |
| 股东权益账面价值 | $3.5B | $3.1B |
| 总资产 | $13.0B | $7.9B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资POSTRPM
| Q4 25 | $279.3M | $316.6M | ||
| Q3 25 | $176.7M | $297.1M | ||
| Q2 25 | $1.1B | $302.1M | ||
| Q1 25 | $617.6M | $241.9M | ||
| Q4 24 | $872.9M | $268.7M | ||
| Q3 24 | $787.4M | $231.6M | ||
| Q2 24 | $333.8M | $237.4M | ||
| Q1 24 | $333.4M | $248.9M |
总债务POSTRPM
| Q4 25 | $7.5B | $2.5B | ||
| Q3 25 | $7.4B | $2.7B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $6.9B | $2.1B | ||
| Q4 24 | $6.9B | $2.0B | ||
| Q3 24 | $6.8B | $2.0B | ||
| Q2 24 | $6.4B | $2.0B | ||
| Q1 24 | $6.4B | $2.2B |
股东权益POSTRPM
| Q4 25 | $3.5B | $3.1B | ||
| Q3 25 | $3.8B | $3.1B | ||
| Q2 25 | $4.0B | $2.9B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.9B | $2.7B | ||
| Q3 24 | $4.1B | $2.6B | ||
| Q2 24 | $3.9B | $2.5B | ||
| Q1 24 | $4.0B | $2.3B |
总资产POSTRPM
| Q4 25 | $13.0B | $7.9B | ||
| Q3 25 | $13.5B | $7.9B | ||
| Q2 25 | $13.4B | $7.8B | ||
| Q1 25 | $12.8B | $6.6B | ||
| Q4 24 | $12.8B | $6.7B | ||
| Q3 24 | $12.9B | $6.6B | ||
| Q2 24 | $12.1B | $6.6B | ||
| Q1 24 | $12.2B | $6.4B |
负债/权益比POSTRPM
| Q4 25 | 2.16× | 0.80× | ||
| Q3 25 | 1.98× | 0.87× | ||
| Q2 25 | 1.84× | 0.91× | ||
| Q1 25 | 1.81× | 0.78× | ||
| Q4 24 | 1.79× | 0.74× | ||
| Q3 24 | 1.67× | 0.77× | ||
| Q2 24 | 1.62× | 0.79× | ||
| Q1 24 | 1.61× | 0.93× |
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 | $345.7M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $296.4M |
| 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% | 2.6% |
| 现金转化率经营现金流/净利润 | 2.43× | 2.14× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $582.9M |
8季度趋势，按日历期对齐
经营现金流POSTRPM
| Q4 25 | $235.7M | $345.7M | ||
| Q3 25 | $301.3M | $237.5M | ||
| Q2 25 | $225.9M | $149.2M | ||
| Q1 25 | $160.7M | $91.5M | ||
| Q4 24 | $310.4M | $279.4M | ||
| Q3 24 | $235.4M | $248.1M | ||
| Q2 24 | $272.3M | $181.2M | ||
| Q1 24 | $249.6M | $173.4M |
自由现金流POSTRPM
| Q4 25 | $119.3M | $296.4M | ||
| Q3 25 | $151.6M | $175.0M | ||
| Q2 25 | $94.9M | $78.2M | ||
| Q1 25 | $70.2M | $33.3M | ||
| Q4 24 | $171.4M | $229.5M | ||
| Q3 24 | $96.2M | $197.3M | ||
| Q2 24 | $161.5M | $105.3M | ||
| Q1 24 | $150.9M | $124.6M |
自由现金流率POSTRPM
| Q4 25 | 5.5% | 15.5% | ||
| Q3 25 | 6.7% | 8.3% | ||
| Q2 25 | 4.8% | 3.8% | ||
| Q1 25 | 3.6% | 2.3% | ||
| Q4 24 | 8.7% | 12.4% | ||
| Q3 24 | 4.8% | 10.0% | ||
| Q2 24 | 8.3% | 5.2% | ||
| Q1 24 | 7.5% | 8.2% |
资本支出强度POSTRPM
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 6.7% | 3.0% | ||
| Q2 25 | 6.6% | 3.4% | ||
| Q1 25 | 4.6% | 3.9% | ||
| Q4 24 | 7.0% | 2.7% | ||
| Q3 24 | 6.9% | 2.6% | ||
| Q2 24 | 5.7% | 3.8% | ||
| Q1 24 | 4.9% | 3.2% |
现金转化率POSTRPM
| Q4 25 | 2.43× | 2.14× | ||
| Q3 25 | 5.91× | 1.04× | ||
| Q2 25 | 2.08× | 0.66× | ||
| Q1 25 | 2.57× | 1.76× | ||
| Q4 24 | 2.74× | 1.53× | ||
| Q3 24 | 2.88× | 1.09× | ||
| Q2 24 | 2.73× | 1.00× | ||
| Q1 24 | 2.57× | 2.83× |
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% |
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
