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Post Holdings, Inc.（POST）与Sprouts Farmers Market, Inc.（SFM）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Sprouts Farmers Market, Inc.的1.0倍（$2.2B vs $2.1B），Post Holdings, Inc.净利率更高（4.5% vs 4.2%，领先0.3%），Post Holdings, Inc.同比增速更快（10.1% vs -72.2%），过去两年Sprouts Farmers Market, Inc.的营收复合增速更高（6.5% 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。
Sprouts Farmers Market是总部位于美国亚利桑那州凤凰城的连锁超市品牌，主营天然有机食品，涵盖新鲜果蔬、散装食品、包装杂货、肉禽海鲜、熟食烘焙、乳制品、冷冻食品等品类，同时售有维生素补剂、天然个护及家居用品，目前在全美24个州开设超400家门店，员工约3.5万名。
POST vs SFM — 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
POST
高出82.3%
-72.2%
净利率更高
POST
高出0.3%
4.2%
两年增速更快
SFM
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 | $89.8M |
| 毛利率 | 29.4% | 38.0% |
| 营业利润率 | 11.0% | 5.7% |
| 净利率 | 4.5% | 4.2% |
| 营收同比 | 10.1% | -72.2% |
| 净利润同比 | -14.6% | -76.4% |
| 每股收益（稀释后） | $1.71 | $0.92 |
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POSTSFM
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.2B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.0B | ||
| Q3 24 | $2.0B | $1.9B | ||
| Q2 24 | $1.9B | $1.9B |
净利润POSTSFM
| Q1 26 | — | $89.8M | ||
| Q4 25 | $96.8M | $89.8M | ||
| Q3 25 | $51.0M | $120.1M | ||
| Q2 25 | $108.8M | $133.7M | ||
| Q1 25 | $62.6M | $180.0M | ||
| Q4 24 | $113.3M | $79.6M | ||
| Q3 24 | $81.6M | $91.6M | ||
| Q2 24 | $99.8M | $95.3M |
毛利率POSTSFM
| Q1 26 | — | 38.0% | ||
| Q4 25 | 29.4% | 38.0% | ||
| Q3 25 | 26.8% | 38.7% | ||
| Q2 25 | 30.0% | 38.8% | ||
| Q1 25 | 28.0% | 39.6% | ||
| Q4 24 | 30.1% | 38.1% | ||
| Q3 24 | 28.6% | 38.1% | ||
| Q2 24 | 29.6% | 37.9% |
营业利润率POSTSFM
| Q1 26 | — | 5.7% | ||
| Q4 25 | 11.0% | 5.7% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | 11.8% | 8.1% | ||
| Q1 25 | 9.3% | 10.1% | ||
| Q4 24 | 10.8% | 5.3% | ||
| Q3 24 | 9.5% | 6.3% | ||
| Q2 24 | 10.4% | 6.7% |
净利率POSTSFM
| Q1 26 | — | 4.2% | ||
| Q4 25 | 4.5% | 4.2% | ||
| Q3 25 | 2.3% | 5.5% | ||
| Q2 25 | 5.5% | 6.0% | ||
| Q1 25 | 3.2% | 8.0% | ||
| Q4 24 | 5.7% | 4.0% | ||
| Q3 24 | 4.1% | 4.7% | ||
| Q2 24 | 5.1% | 5.0% |
每股收益（稀释后）POSTSFM
| Q1 26 | — | $0.92 | ||
| Q4 25 | $1.71 | $0.93 | ||
| Q3 25 | $0.91 | $1.22 | ||
| Q2 25 | $1.79 | $1.35 | ||
| Q1 25 | $1.03 | $1.81 | ||
| Q4 24 | $1.78 | $0.78 | ||
| Q3 24 | $1.28 | $0.91 | ||
| Q2 24 | $1.53 | $0.94 |
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 | $257.3M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $1.4B |
| 总资产 | $13.0B | $4.2B |
| 负债/权益比越低杠杆越低 | 2.16× | — |
8季度趋势，按日历期对齐
现金及短期投资POSTSFM
| Q1 26 | — | $257.3M | ||
| Q4 25 | $279.3M | $257.3M | ||
| Q3 25 | $176.7M | $322.4M | ||
| Q2 25 | $1.1B | $261.4M | ||
| Q1 25 | $617.6M | $285.7M | ||
| Q4 24 | $872.9M | $265.2M | ||
| Q3 24 | $787.4M | $309.7M | ||
| Q2 24 | $333.8M | $177.3M |
总债务POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | — | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | — | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — |
股东权益POSTSFM
| Q1 26 | — | $1.4B | ||
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.8B | $1.4B | ||
| Q2 25 | $4.0B | $1.4B | ||
| Q1 25 | $3.8B | $1.3B | ||
| Q4 24 | $3.9B | $1.3B | ||
| Q3 24 | $4.1B | $1.3B | ||
| Q2 24 | $3.9B | $1.3B |
总资产POSTSFM
| Q1 26 | — | $4.2B | ||
| Q4 25 | $13.0B | $4.2B | ||
| Q3 25 | $13.5B | $4.0B | ||
| Q2 25 | $13.4B | $3.8B | ||
| Q1 25 | $12.8B | $3.7B | ||
| Q4 24 | $12.8B | $3.6B | ||
| Q3 24 | $12.9B | $3.6B | ||
| Q2 24 | $12.1B | $3.4B |
负债/权益比POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | — | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | — | ||
| 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 | — |
| 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POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $138.5M | ||
| Q3 25 | $301.3M | $167.1M | ||
| Q2 25 | $225.9M | $111.2M | ||
| Q1 25 | $160.7M | $299.1M | ||
| Q4 24 | $310.4M | $124.9M | ||
| Q3 24 | $235.4M | $209.1M | ||
| Q2 24 | $272.3M | $91.6M |
自由现金流POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $66.3M | ||
| Q3 25 | $151.6M | $111.4M | ||
| Q2 25 | $94.9M | $50.4M | ||
| Q1 25 | $70.2M | $239.6M | ||
| Q4 24 | $171.4M | $56.2M | ||
| Q3 24 | $96.2M | $156.3M | ||
| Q2 24 | $161.5M | $33.9M |
自由现金流率POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 3.1% | ||
| Q3 25 | 6.7% | 5.1% | ||
| Q2 25 | 4.8% | 2.3% | ||
| Q1 25 | 3.6% | 10.7% | ||
| Q4 24 | 8.7% | 2.8% | ||
| Q3 24 | 4.8% | 8.0% | ||
| Q2 24 | 8.3% | 1.8% |
资本支出强度POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 3.4% | ||
| Q3 25 | 6.7% | 2.5% | ||
| Q2 25 | 6.6% | 2.7% | ||
| Q1 25 | 4.6% | 2.7% | ||
| Q4 24 | 7.0% | 3.4% | ||
| Q3 24 | 6.9% | 2.7% | ||
| Q2 24 | 5.7% | 3.0% |
现金转化率POSTSFM
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.54× | ||
| Q3 25 | 5.91× | 1.39× | ||
| Q2 25 | 2.08× | 0.83× | ||
| Q1 25 | 2.57× | 1.66× | ||
| Q4 24 | 2.74× | 1.57× | ||
| Q3 24 | 2.88× | 2.28× | ||
| Q2 24 | 2.73× | 0.96× |
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% |
SFM
暂无分部数据
