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Post Holdings, Inc.（POST）与希悦尔（SEE）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是希悦尔的1.6倍（$2.2B vs $1.4B），Post Holdings, Inc.净利率更高（4.5% vs 3.1%，领先1.3%），Post Holdings, Inc.同比增速更快（10.1% vs 2.6%），希悦尔自由现金流更多（$257.7M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs 2.7%）
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。
希悦尔是全球领先的包装与防护解决方案供应商，核心产品包括缓冲防护材料、食品保鲜包装、可持续减废包装系统，服务覆盖电商、零售、食品饮料、工业制造等多个海内外领域。
POST vs SEE — 直观对比
营收规模更大
POST
是对方的1.6倍
$1.4B
营收增速更快
POST
高出7.5%
2.6%
净利率更高
POST
高出1.3%
3.1%
自由现金流更多
SEE
多$138.4M
$119.3M
两年增速更快
POST
近两年复合增速
2.7%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $96.8M | $43.8M |
| 毛利率 | 29.4% | 28.6% |
| 营业利润率 | 11.0% | 11.4% |
| 净利率 | 4.5% | 3.1% |
| 营收同比 | 10.1% | 2.6% |
| 净利润同比 | -14.6% | 700.0% |
| 每股收益（稀释后） | $1.71 | $0.30 |
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POSTSEE
| 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 | $1.4B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $2.0B | $1.3B |
净利润POSTSEE
| Q4 25 | $96.8M | $43.8M | ||
| Q3 25 | $51.0M | $255.1M | ||
| Q2 25 | $108.8M | $93.1M | ||
| Q1 25 | $62.6M | $113.5M | ||
| Q4 24 | $113.3M | $-7.3M | ||
| Q3 24 | $81.6M | $91.7M | ||
| Q2 24 | $99.8M | $98.3M | ||
| Q1 24 | $97.2M | $82.0M |
毛利率POSTSEE
| Q4 25 | 29.4% | 28.6% | ||
| Q3 25 | 26.8% | 29.8% | ||
| Q2 25 | 30.0% | 30.7% | ||
| Q1 25 | 28.0% | 30.9% | ||
| Q4 24 | 30.1% | 30.0% | ||
| Q3 24 | 28.6% | 30.1% | ||
| Q2 24 | 29.6% | 31.2% | ||
| Q1 24 | 29.0% | 30.3% |
营业利润率POSTSEE
| Q4 25 | 11.0% | 11.4% | ||
| Q3 25 | 7.5% | 13.8% | ||
| Q2 25 | 11.8% | 15.0% | ||
| Q1 25 | 9.3% | 14.5% | ||
| Q4 24 | 10.8% | 11.7% | ||
| Q3 24 | 9.5% | 13.9% | ||
| Q2 24 | 10.4% | 15.4% | ||
| Q1 24 | 9.5% | 14.0% |
净利率POSTSEE
| Q4 25 | 4.5% | 3.1% | ||
| Q3 25 | 2.3% | 19.0% | ||
| Q2 25 | 5.5% | 7.0% | ||
| Q1 25 | 3.2% | 9.0% | ||
| Q4 24 | 5.7% | -0.5% | ||
| Q3 24 | 4.1% | 6.9% | ||
| Q2 24 | 5.1% | 7.4% | ||
| Q1 24 | 4.9% | 6.2% |
每股收益（稀释后）POSTSEE
| Q4 25 | $1.71 | $0.30 | ||
| Q3 25 | $0.91 | $1.73 | ||
| Q2 25 | $1.79 | $0.63 | ||
| Q1 25 | $1.03 | $0.77 | ||
| Q4 24 | $1.78 | $-0.05 | ||
| Q3 24 | $1.28 | $0.63 | ||
| Q2 24 | $1.53 | $0.67 | ||
| Q1 24 | $1.48 | $0.56 |
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 | $344.0M |
| 总债务越低越好 | $7.5B | $3.3B |
| 股东权益账面价值 | $3.5B | $1.2B |
| 总资产 | $13.0B | $7.0B |
| 负债/权益比越低杠杆越低 | 2.16× | 2.65× |
8季度趋势，按日历期对齐
现金及短期投资POSTSEE
| Q4 25 | $279.3M | $344.0M | ||
| Q3 25 | $176.7M | $282.5M | ||
| Q2 25 | $1.1B | $354.4M | ||
| Q1 25 | $617.6M | $335.2M | ||
| Q4 24 | $872.9M | $371.8M | ||
| Q3 24 | $787.4M | $386.0M | ||
| Q2 24 | $333.8M | $388.6M | ||
| Q1 24 | $333.4M | $352.8M |
总债务POSTSEE
| Q4 25 | $7.5B | $3.3B | ||
| Q3 25 | $7.4B | $4.0B | ||
| Q2 25 | $7.3B | $4.0B | ||
| Q1 25 | $6.9B | $4.2B | ||
| Q4 24 | $6.9B | $4.2B | ||
| Q3 24 | $6.8B | $4.3B | ||
| Q2 24 | $6.4B | $4.4B | ||
| Q1 24 | $6.4B | $4.5B |
股东权益POSTSEE
| Q4 25 | $3.5B | $1.2B | ||
| Q3 25 | $3.8B | $1.2B | ||
| Q2 25 | $4.0B | $953.1M | ||
| Q1 25 | $3.8B | $797.9M | ||
| Q4 24 | $3.9B | $624.5M | ||
| Q3 24 | $4.1B | $771.2M | ||
| Q2 24 | $3.9B | $650.1M | ||
| Q1 24 | $4.0B | $598.3M |
总资产POSTSEE
| Q4 25 | $13.0B | $7.0B | ||
| Q3 25 | $13.5B | $7.1B | ||
| Q2 25 | $13.4B | $7.2B | ||
| Q1 25 | $12.8B | $7.0B | ||
| Q4 24 | $12.8B | $7.0B | ||
| Q3 24 | $12.9B | $7.3B | ||
| Q2 24 | $12.1B | $7.3B | ||
| Q1 24 | $12.2B | $7.2B |
负债/权益比POSTSEE
| Q4 25 | 2.16× | 2.65× | ||
| Q3 25 | 1.98× | 3.34× | ||
| Q2 25 | 1.84× | 4.18× | ||
| Q1 25 | 1.81× | 5.26× | ||
| Q4 24 | 1.79× | 6.72× | ||
| Q3 24 | 1.67× | 5.62× | ||
| Q2 24 | 1.62× | 6.81× | ||
| Q1 24 | 1.61× | 7.49× |
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 | $293.6M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $257.7M |
| 自由现金流率自由现金流/营收 | 5.5% | 18.5% |
| 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× | 6.70× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $458.5M |
8季度趋势，按日历期对齐
经营现金流POSTSEE
| Q4 25 | $235.7M | $293.6M | ||
| Q3 25 | $301.3M | $165.9M | ||
| Q2 25 | $225.9M | $136.6M | ||
| Q1 25 | $160.7M | $31.9M | ||
| Q4 24 | $310.4M | $244.2M | ||
| Q3 24 | $235.4M | $170.5M | ||
| Q2 24 | $272.3M | $188.2M | ||
| Q1 24 | $249.6M | $125.1M |
自由现金流POSTSEE
| Q4 25 | $119.3M | $257.7M | ||
| Q3 25 | $151.6M | $119.6M | ||
| Q2 25 | $94.9M | $93.2M | ||
| Q1 25 | $70.2M | $-12.0M | ||
| Q4 24 | $171.4M | $185.1M | ||
| Q3 24 | $96.2M | $115.2M | ||
| Q2 24 | $161.5M | $129.5M | ||
| Q1 24 | $150.9M | $78.0M |
自由现金流率POSTSEE
| Q4 25 | 5.5% | 18.5% | ||
| Q3 25 | 6.7% | 8.9% | ||
| Q2 25 | 4.8% | 7.0% | ||
| Q1 25 | 3.6% | -0.9% | ||
| Q4 24 | 8.7% | 13.6% | ||
| Q3 24 | 4.8% | 8.6% | ||
| Q2 24 | 8.3% | 9.7% | ||
| Q1 24 | 7.5% | 5.9% |
资本支出强度POSTSEE
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 6.7% | 3.4% | ||
| Q2 25 | 6.6% | 3.3% | ||
| Q1 25 | 4.6% | 3.5% | ||
| Q4 24 | 7.0% | 4.4% | ||
| Q3 24 | 6.9% | 4.1% | ||
| Q2 24 | 5.7% | 4.4% | ||
| Q1 24 | 4.9% | 3.6% |
现金转化率POSTSEE
| Q4 25 | 2.43× | 6.70× | ||
| Q3 25 | 5.91× | 0.65× | ||
| Q2 25 | 2.08× | 1.47× | ||
| Q1 25 | 2.57× | 0.28× | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 1.86× | ||
| Q2 24 | 2.73× | 1.91× | ||
| Q1 24 | 2.57× | 1.53× |
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% |
SEE
| Protective Segment | $1.1B | 78% |
| Other | $292.0M | 21% |
| Pension Plans Defined Benefit | $7.9M | 1% |
