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Post Holdings, Inc.（POST）与STIFEL FINANCIAL CORP（SF）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STIFEL FINANCIAL CORP的1.9倍（$2.2B vs $1.1B），STIFEL FINANCIAL CORP净利率更高（23.5% vs 4.5%，领先19.0%），STIFEL FINANCIAL CORP同比增速更快（23.0% vs 10.1%），STIFEL FINANCIAL CORP自由现金流更多（$369.0M vs $119.3M），过去两年STIFEL FINANCIAL CORP的营收复合增速更高（21.1% 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。
司迪富金融是美国跨国独立投资银行及金融服务提供商，总部位于密苏里州圣路易斯市中心。其历史可追溯至1890年成立的Altheimer & Rawlings投资公司，1983年正式以Stifel为名成立，1986年11月24日在纽约证券交易所挂牌上市，为全球客户提供多元化金融服务。
POST vs SF — 直观对比
营收规模更大
POST
是对方的1.9倍
$1.1B
营收增速更快
SF
高出12.9%
10.1%
净利率更高
SF
高出19.0%
4.5%
自由现金流更多
SF
多$249.7M
$119.3M
两年增速更快
SF
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.1B |
| 净利润 | $96.8M | $264.4M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | 27.3% |
| 净利率 | 4.5% | 23.5% |
| 营收同比 | 10.1% | 23.0% |
| 净利润同比 | -14.6% | 8.3% |
| 每股收益（稀释后） | $1.71 | $2.30 |
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POSTSF
| Q4 25 | $2.2B | $1.1B | ||
| Q3 25 | $2.2B | $962.6M | ||
| Q2 25 | $2.0B | $838.9M | ||
| Q1 25 | $2.0B | $842.5M | ||
| Q4 24 | $2.0B | $916.0M | ||
| Q3 24 | $2.0B | $810.9M | ||
| Q2 24 | $1.9B | $798.9M | ||
| Q1 24 | $2.0B | $768.1M |
净利润POSTSF
| Q4 25 | $96.8M | $264.4M | ||
| Q3 25 | $51.0M | $211.4M | ||
| Q2 25 | $108.8M | $155.1M | ||
| Q1 25 | $62.6M | $53.0M | ||
| Q4 24 | $113.3M | $244.0M | ||
| Q3 24 | $81.6M | $158.5M | ||
| Q2 24 | $99.8M | $165.3M | ||
| Q1 24 | $97.2M | $163.6M |
毛利率POSTSF
| 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POSTSF
| Q4 25 | 11.0% | 27.3% | ||
| Q3 25 | 7.5% | 29.7% | ||
| Q2 25 | 11.8% | 25.5% | ||
| Q1 25 | 9.3% | 7.5% | ||
| Q4 24 | 10.8% | 29.1% | ||
| Q3 24 | 9.5% | 26.7% | ||
| Q2 24 | 10.4% | 28.4% | ||
| Q1 24 | 9.5% | 28.5% |
净利率POSTSF
| Q4 25 | 4.5% | 23.5% | ||
| Q3 25 | 2.3% | 22.0% | ||
| Q2 25 | 5.5% | 18.5% | ||
| Q1 25 | 3.2% | 6.3% | ||
| Q4 24 | 5.7% | 26.6% | ||
| Q3 24 | 4.1% | 19.5% | ||
| Q2 24 | 5.1% | 20.7% | ||
| Q1 24 | 4.9% | 21.3% |
每股收益（稀释后）POSTSF
| Q4 25 | $1.71 | $2.30 | ||
| Q3 25 | $0.91 | $1.84 | ||
| Q2 25 | $1.79 | $1.34 | ||
| Q1 25 | $1.03 | $0.39 | ||
| Q4 24 | $1.78 | $2.10 | ||
| Q3 24 | $1.28 | $1.34 | ||
| Q2 24 | $1.53 | $1.41 | ||
| Q1 24 | $1.48 | $1.40 |
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 | $2.3B |
| 总债务越低越好 | $7.5B | $617.4M |
| 股东权益账面价值 | $3.5B | $6.0B |
| 总资产 | $13.0B | $41.3B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资POSTSF
| Q4 25 | $279.3M | $2.3B | ||
| Q3 25 | $176.7M | $3.2B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $617.6M | $2.7B | ||
| Q4 24 | $872.9M | $2.6B | ||
| Q3 24 | $787.4M | $1.9B | ||
| Q2 24 | $333.8M | $2.6B | ||
| Q1 24 | $333.4M | $3.4B |
总债务POSTSF
| Q4 25 | $7.5B | $617.4M | ||
| Q3 25 | $7.4B | $617.2M | ||
| Q2 25 | $7.3B | $617.0M | ||
| Q1 25 | $6.9B | $616.8M | ||
| Q4 24 | $6.9B | $616.6M | ||
| Q3 24 | $6.8B | $616.4M | ||
| Q2 24 | $6.4B | $1.1B | ||
| Q1 24 | $6.4B | $1.1B |
股东权益POSTSF
| Q4 25 | $3.5B | $6.0B | ||
| Q3 25 | $3.8B | $5.8B | ||
| Q2 25 | $4.0B | $5.6B | ||
| Q1 25 | $3.8B | $5.5B | ||
| Q4 24 | $3.9B | $5.7B | ||
| Q3 24 | $4.1B | $5.6B | ||
| Q2 24 | $3.9B | $5.4B | ||
| Q1 24 | $4.0B | $5.3B |
总资产POSTSF
| Q4 25 | $13.0B | $41.3B | ||
| Q3 25 | $13.5B | $41.7B | ||
| Q2 25 | $13.4B | $39.9B | ||
| Q1 25 | $12.8B | $40.4B | ||
| Q4 24 | $12.8B | $39.9B | ||
| Q3 24 | $12.9B | $38.9B | ||
| Q2 24 | $12.1B | $37.8B | ||
| Q1 24 | $12.2B | $38.3B |
负债/权益比POSTSF
| Q4 25 | 2.16× | 0.10× | ||
| Q3 25 | 1.98× | 0.11× | ||
| Q2 25 | 1.84× | 0.11× | ||
| Q1 25 | 1.81× | 0.11× | ||
| Q4 24 | 1.79× | 0.11× | ||
| Q3 24 | 1.67× | 0.11× | ||
| Q2 24 | 1.62× | 0.21× | ||
| Q1 24 | 1.61× | 0.21× |
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 | $382.4M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $369.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 32.7% |
| 资本支出强度资本支出/营收 | 5.4% | 1.2% |
| 现金转化率经营现金流/净利润 | 2.43× | 1.45× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $1.1B |
8季度趋势，按日历期对齐
经营现金流POSTSF
| Q4 25 | $235.7M | $382.4M | ||
| Q3 25 | $301.3M | $338.3M | ||
| Q2 25 | $225.9M | $607.5M | ||
| Q1 25 | $160.7M | $-211.2M | ||
| Q4 24 | $310.4M | $694.6M | ||
| Q3 24 | $235.4M | $198.3M | ||
| Q2 24 | $272.3M | $207.2M | ||
| Q1 24 | $249.6M | $-609.7M |
自由现金流POSTSF
| Q4 25 | $119.3M | $369.0M | ||
| Q3 25 | $151.6M | $321.1M | ||
| Q2 25 | $94.9M | $592.7M | ||
| Q1 25 | $70.2M | $-227.8M | ||
| Q4 24 | $171.4M | $677.2M | ||
| Q3 24 | $96.2M | $185.6M | ||
| Q2 24 | $161.5M | $173.3M | ||
| Q1 24 | $150.9M | $-619.4M |
自由现金流率POSTSF
| Q4 25 | 5.5% | 32.7% | ||
| Q3 25 | 6.7% | 33.4% | ||
| Q2 25 | 4.8% | 70.6% | ||
| Q1 25 | 3.6% | -27.0% | ||
| Q4 24 | 8.7% | 73.9% | ||
| Q3 24 | 4.8% | 22.9% | ||
| Q2 24 | 8.3% | 21.7% | ||
| Q1 24 | 7.5% | -80.6% |
资本支出强度POSTSF
| Q4 25 | 5.4% | 1.2% | ||
| Q3 25 | 6.7% | 1.8% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 4.6% | 2.0% | ||
| Q4 24 | 7.0% | 1.9% | ||
| Q3 24 | 6.9% | 1.6% | ||
| Q2 24 | 5.7% | 4.2% | ||
| Q1 24 | 4.9% | 1.3% |
现金转化率POSTSF
| Q4 25 | 2.43× | 1.45× | ||
| Q3 25 | 5.91× | 1.60× | ||
| Q2 25 | 2.08× | 3.92× | ||
| Q1 25 | 2.57× | -3.99× | ||
| Q4 24 | 2.74× | 2.85× | ||
| Q3 24 | 2.88× | 1.25× | ||
| Q2 24 | 2.73× | 1.25× | ||
| Q1 24 | 2.57× | -3.73× |
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% |
SF
暂无分部数据
