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Post Holdings, Inc.（POST）与J.M. Smucker Company (The)（SJM）财务数据对比。点击上方公司名可切换其他公司
J.M. Smucker Company (The)的季度营收约是Post Holdings, Inc.的1.1倍（$2.3B vs $2.2B），J.M. Smucker Company (The)净利率更高（10.4% vs 4.5%，领先5.9%），Post Holdings, Inc.同比增速更快（10.1% vs 2.6%），J.M. Smucker Company (The)自由现金流更多（$280.2M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs 2.2%）
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。
J.M.斯马克公司是美国食品饮料生产企业，总部位于俄亥俄州奥维尔，1897年成立之初主营苹果酱生产，目前旗下设消费食品、宠物食品、咖啡三大业务板块，核心品牌Smucker's主打果酱、花生酱、糖浆、无皮冷冻三明治、冰淇淋顶料等产品。
POST vs SJM — 直观对比
营收规模更大
SJM
是对方的1.1倍
$2.2B
营收增速更快
POST
高出7.5%
2.6%
净利率更高
SJM
高出5.9%
4.5%
自由现金流更多
SJM
多$160.9M
$119.3M
两年增速更快
POST
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.3B |
| 净利润 | $96.8M | $241.3M |
| 毛利率 | 29.4% | 37.3% |
| 营业利润率 | 11.0% | 18.0% |
| 净利率 | 4.5% | 10.4% |
| 营收同比 | 10.1% | 2.6% |
| 净利润同比 | -14.6% | 1084.9% |
| 每股收益（稀释后） | $1.71 | $2.26 |
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POSTSJM
| Q4 25 | $2.2B | $2.3B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.2B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.2B | ||
| Q1 24 | $2.0B | $2.2B |
净利润POSTSJM
| Q4 25 | $96.8M | $241.3M | ||
| Q3 25 | $51.0M | $-43.9M | ||
| Q2 25 | $108.8M | $-729.0M | ||
| Q1 25 | $62.6M | $-662.3M | ||
| Q4 24 | $113.3M | $-24.5M | ||
| Q3 24 | $81.6M | $185.0M | ||
| Q2 24 | $99.8M | $245.1M | ||
| Q1 24 | $97.2M | $120.4M |
毛利率POSTSJM
| Q4 25 | 29.4% | 37.3% | ||
| Q3 25 | 26.8% | 22.5% | ||
| Q2 25 | 30.0% | 38.4% | ||
| Q1 25 | 28.0% | 40.2% | ||
| Q4 24 | 30.1% | 39.0% | ||
| Q3 24 | 28.6% | 37.5% | ||
| Q2 24 | 29.6% | 41.4% | ||
| Q1 24 | 29.0% | 36.9% |
营业利润率POSTSJM
| Q4 25 | 11.0% | 18.0% | ||
| Q3 25 | 7.5% | 2.2% | ||
| Q2 25 | 11.8% | -27.9% | ||
| Q1 25 | 9.3% | -27.2% | ||
| Q4 24 | 10.8% | 7.5% | ||
| Q3 24 | 9.5% | 16.4% | ||
| Q2 24 | 10.4% | 18.4% | ||
| Q1 24 | 9.5% | 13.3% |
净利率POSTSJM
| Q4 25 | 4.5% | 10.4% | ||
| Q3 25 | 2.3% | -2.1% | ||
| Q2 25 | 5.5% | -34.0% | ||
| Q1 25 | 3.2% | -30.3% | ||
| Q4 24 | 5.7% | -1.1% | ||
| Q3 24 | 4.1% | 8.7% | ||
| Q2 24 | 5.1% | 11.1% | ||
| Q1 24 | 4.9% | 5.4% |
每股收益（稀释后）POSTSJM
| Q4 25 | $1.71 | $2.26 | ||
| Q3 25 | $0.91 | $-0.41 | ||
| Q2 25 | $1.79 | $-6.86 | ||
| Q1 25 | $1.03 | $-6.22 | ||
| Q4 24 | $1.78 | $-0.23 | ||
| Q3 24 | $1.28 | $1.74 | ||
| Q2 24 | $1.53 | $2.31 | ||
| Q1 24 | $1.48 | $1.13 |
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 | — |
| 总债务越低越好 | $7.5B | $7.0B |
| 股东权益账面价值 | $3.5B | $6.1B |
| 总资产 | $13.0B | $17.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 1.16× |
8季度趋势，按日历期对齐
现金及短期投资POSTSJM
| Q4 25 | $279.3M | — | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | — | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | — | ||
| Q3 24 | $787.4M | — | ||
| Q2 24 | $333.8M | — | ||
| Q1 24 | $333.4M | — |
总债务POSTSJM
| Q4 25 | $7.5B | $7.0B | ||
| Q3 25 | $7.4B | $7.0B | ||
| Q2 25 | $7.3B | $7.0B | ||
| Q1 25 | $6.9B | $7.4B | ||
| Q4 24 | $6.9B | $7.8B | ||
| Q3 24 | $6.8B | $7.8B | ||
| Q2 24 | $6.4B | $7.8B | ||
| Q1 24 | $6.4B | $8.1B |
股东权益POSTSJM
| Q4 25 | $3.5B | $6.1B | ||
| Q3 25 | $3.8B | $5.9B | ||
| Q2 25 | $4.0B | $6.1B | ||
| Q1 25 | $3.8B | $6.9B | ||
| Q4 24 | $3.9B | $7.6B | ||
| Q3 24 | $4.1B | $7.8B | ||
| Q2 24 | $3.9B | $7.7B | ||
| Q1 24 | $4.0B | $7.6B |
总资产POSTSJM
| Q4 25 | $13.0B | $17.6B | ||
| Q3 25 | $13.5B | $17.7B | ||
| Q2 25 | $13.4B | $17.6B | ||
| Q1 25 | $12.8B | $18.4B | ||
| Q4 24 | $12.8B | $20.0B | ||
| Q3 24 | $12.9B | $20.3B | ||
| Q2 24 | $12.1B | $20.3B | ||
| Q1 24 | $12.2B | $20.2B |
负债/权益比POSTSJM
| Q4 25 | 2.16× | 1.16× | ||
| Q3 25 | 1.98× | 1.19× | ||
| Q2 25 | 1.84× | 1.16× | ||
| Q1 25 | 1.81× | 1.07× | ||
| Q4 24 | 1.79× | 1.02× | ||
| Q3 24 | 1.67× | 1.00× | ||
| Q2 24 | 1.62× | 1.01× | ||
| Q1 24 | 1.61× | 1.07× |
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 | $346.5M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $280.2M |
| 自由现金流率自由现金流/营收 | 5.5% | 12.0% |
| 资本支出强度资本支出/营收 | 5.4% | 2.8% |
| 现金转化率经营现金流/净利润 | 2.43× | 1.44× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $635.5M |
8季度趋势，按日历期对齐
经营现金流POSTSJM
| Q4 25 | $235.7M | $346.5M | ||
| Q3 25 | $301.3M | $-10.6M | ||
| Q2 25 | $225.9M | $393.9M | ||
| Q1 25 | $160.7M | $239.4M | ||
| Q4 24 | $310.4M | $404.2M | ||
| Q3 24 | $235.4M | $172.9M | ||
| Q2 24 | $272.3M | $428.1M | ||
| Q1 24 | $249.6M | $406.5M |
自由现金流POSTSJM
| Q4 25 | $119.3M | $280.2M | ||
| Q3 25 | $151.6M | $-94.9M | ||
| Q2 25 | $94.9M | $298.9M | ||
| Q1 25 | $70.2M | $151.3M | ||
| Q4 24 | $171.4M | $317.2M | ||
| Q3 24 | $96.2M | $49.2M | ||
| Q2 24 | $161.5M | $297.5M | ||
| Q1 24 | $150.9M | $249.6M |
自由现金流率POSTSJM
| Q4 25 | 5.5% | 12.0% | ||
| Q3 25 | 6.7% | -4.5% | ||
| Q2 25 | 4.8% | 13.9% | ||
| Q1 25 | 3.6% | 6.9% | ||
| Q4 24 | 8.7% | 14.0% | ||
| Q3 24 | 4.8% | 2.3% | ||
| Q2 24 | 8.3% | 13.5% | ||
| Q1 24 | 7.5% | 11.2% |
资本支出强度POSTSJM
| Q4 25 | 5.4% | 2.8% | ||
| Q3 25 | 6.7% | 4.0% | ||
| Q2 25 | 6.6% | 4.4% | ||
| Q1 25 | 4.6% | 4.0% | ||
| Q4 24 | 7.0% | 3.8% | ||
| Q3 24 | 6.9% | 5.8% | ||
| Q2 24 | 5.7% | 5.9% | ||
| Q1 24 | 4.9% | 7.0% |
现金转化率POSTSJM
| Q4 25 | 2.43× | 1.44× | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | — | ||
| Q3 24 | 2.88× | 0.93× | ||
| Q2 24 | 2.73× | 1.75× | ||
| Q1 24 | 2.57× | 3.38× |
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% |
SJM
| U.S.Retail Frozen Handheld And Spreads | $461.1M | 20% |
| U.S.Retail Pet Foods | $413.2M | 18% |
| Handheld Frozen Sandwiches | $262.9M | 11% |
| Sweet Baked Snacks | $256.1M | 11% |
| Pet Snacks | $232.0M | 10% |
| Cat Food | $197.2M | 8% |
| Peanut Butter | $187.1M | 8% |
| CA | $94.5M | 4% |
| Fruit Spreads | $92.2M | 4% |
| Other | $50.5M | 2% |
| Portion Control | $50.1M | 2% |
| All Other International | $33.2M | 1% |
