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Post Holdings, Inc.（POST）与StoneX Group Inc.（SNEX）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StoneX Group Inc.的1.8倍（$2.2B vs $1.2B），StoneX Group Inc.净利率更高（11.6% vs 4.5%，领先7.1%），StoneX Group Inc.同比增速更快（81.0% vs 10.1%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-1.3B），过去两年StoneX Group Inc.的营收复合增速更高（53.5% 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。
StoneX集团是美国知名金融服务企业，核心业务覆盖商业套期保值、全球支付、证券、实物大宗商品、外汇，以及清算与执行服务六大板块，可为全球各类客户提供专业合规的多元化金融服务。
POST vs SNEX — 直观对比
营收规模更大
POST
是对方的1.8倍
$1.2B
营收增速更快
SNEX
高出70.9%
10.1%
净利率更高
SNEX
高出7.1%
4.5%
自由现金流更多
POST
多$1.4B
$-1.3B
两年增速更快
SNEX
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.2B |
| 净利润 | $96.8M | $139.0M |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | 15.4% |
| 净利率 | 4.5% | 11.6% |
| 营收同比 | 10.1% | 81.0% |
| 净利润同比 | -14.6% | 63.3% |
| 每股收益（稀释后） | $1.71 | $2.50 |
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POSTSNEX
| Q4 25 | $2.2B | $1.2B | ||
| Q3 25 | $2.2B | $32.7B | ||
| Q2 25 | $2.0B | $851.2M | ||
| Q1 25 | $2.0B | $820.4M | ||
| Q4 24 | $2.0B | $663.1M | ||
| Q3 24 | $2.0B | $31.1B | ||
| Q2 24 | $1.9B | $571.8M | ||
| Q1 24 | $2.0B | $509.2M |
净利润POSTSNEX
| Q4 25 | $96.8M | $139.0M | ||
| Q3 25 | $51.0M | $85.7M | ||
| Q2 25 | $108.8M | $63.4M | ||
| Q1 25 | $62.6M | $71.7M | ||
| Q4 24 | $113.3M | $85.1M | ||
| Q3 24 | $81.6M | $76.7M | ||
| Q2 24 | $99.8M | $61.9M | ||
| Q1 24 | $97.2M | $53.1M |
毛利率POSTSNEX
| Q4 25 | 29.4% | — | ||
| Q3 25 | 26.8% | 3.7% | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | — | ||
| Q3 24 | 28.6% | 3.0% | ||
| Q2 24 | 29.6% | — | ||
| Q1 24 | 29.0% | — |
营业利润率POSTSNEX
| Q4 25 | 11.0% | 15.4% | ||
| Q3 25 | 7.5% | 0.3% | ||
| Q2 25 | 11.8% | -1.3% | ||
| Q1 25 | 9.3% | -1.0% | ||
| Q4 24 | 10.8% | -3.2% | ||
| Q3 24 | 9.5% | -0.0% | ||
| Q2 24 | 10.4% | -4.7% | ||
| Q1 24 | 9.5% | -2.5% |
净利率POSTSNEX
| Q4 25 | 4.5% | 11.6% | ||
| Q3 25 | 2.3% | 0.3% | ||
| Q2 25 | 5.5% | 7.4% | ||
| Q1 25 | 3.2% | 8.7% | ||
| Q4 24 | 5.7% | 12.8% | ||
| Q3 24 | 4.1% | 0.2% | ||
| Q2 24 | 5.1% | 10.8% | ||
| Q1 24 | 4.9% | 10.4% |
每股收益（稀释后）POSTSNEX
| Q4 25 | $1.71 | $2.50 | ||
| Q3 25 | $0.91 | $0.72 | ||
| Q2 25 | $1.79 | $1.22 | ||
| Q1 25 | $1.03 | $1.41 | ||
| Q4 24 | $1.78 | $1.69 | ||
| Q3 24 | $1.28 | $2.32 | ||
| Q2 24 | $1.53 | $1.25 | ||
| Q1 24 | $1.48 | $1.09 |
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 | $1.6B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $2.5B |
| 总资产 | $13.0B | $47.8B |
| 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POSTSNEX
| Q4 25 | $279.3M | $1.6B | ||
| Q3 25 | $176.7M | $1.6B | ||
| Q2 25 | $1.1B | $1.3B | ||
| Q1 25 | $617.6M | $1.3B | ||
| Q4 24 | $872.9M | $1.4B | ||
| Q3 24 | $787.4M | $1.3B | ||
| Q2 24 | $333.8M | $1.2B | ||
| Q1 24 | $333.4M | $1.3B |
总债务POSTSNEX
| 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 | — | ||
| Q1 24 | $6.4B | — |
股东权益POSTSNEX
| Q4 25 | $3.5B | $2.5B | ||
| Q3 25 | $3.8B | $2.4B | ||
| Q2 25 | $4.0B | $2.0B | ||
| Q1 25 | $3.8B | $1.9B | ||
| Q4 24 | $3.9B | $1.8B | ||
| Q3 24 | $4.1B | $1.7B | ||
| Q2 24 | $3.9B | $1.6B | ||
| Q1 24 | $4.0B | $1.5B |
总资产POSTSNEX
| Q4 25 | $13.0B | $47.8B | ||
| Q3 25 | $13.5B | $45.3B | ||
| Q2 25 | $13.4B | $34.3B | ||
| Q1 25 | $12.8B | $31.3B | ||
| Q4 24 | $12.8B | $29.6B | ||
| Q3 24 | $12.9B | $27.5B | ||
| Q2 24 | $12.1B | $25.9B | ||
| Q1 24 | $12.2B | $25.7B |
负债/权益比POSTSNEX
| 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× | — | ||
| Q1 24 | 1.61× | — |
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 | $-1.3B |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $-1.3B |
| 自由现金流率自由现金流/营收 | 5.5% | -106.4% |
| 资本支出强度资本支出/营收 | 5.4% | 1.3% |
| 现金转化率经营现金流/净利润 | 2.43× | -9.08× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $3.5B |
8季度趋势，按日历期对齐
经营现金流POSTSNEX
| Q4 25 | $235.7M | $-1.3B | ||
| Q3 25 | $301.3M | $3.5B | ||
| Q2 25 | $225.9M | $1.5B | ||
| Q1 25 | $160.7M | $-154.5M | ||
| Q4 24 | $310.4M | $-477.8M | ||
| Q3 24 | $235.4M | $192.6M | ||
| Q2 24 | $272.3M | $-622.1M | ||
| Q1 24 | $249.6M | $784.0M |
自由现金流POSTSNEX
| Q4 25 | $119.3M | $-1.3B | ||
| Q3 25 | $151.6M | $3.5B | ||
| Q2 25 | $94.9M | $1.5B | ||
| Q1 25 | $70.2M | $-169.8M | ||
| Q4 24 | $171.4M | $-491.4M | ||
| Q3 24 | $96.2M | $175.9M | ||
| Q2 24 | $161.5M | $-640.5M | ||
| Q1 24 | $150.9M | $766.6M |
自由现金流率POSTSNEX
| Q4 25 | 5.5% | -106.4% | ||
| Q3 25 | 6.7% | 10.7% | ||
| Q2 25 | 4.8% | 173.3% | ||
| Q1 25 | 3.6% | -20.7% | ||
| Q4 24 | 8.7% | -74.1% | ||
| Q3 24 | 4.8% | 0.6% | ||
| Q2 24 | 8.3% | -112.0% | ||
| Q1 24 | 7.5% | 150.5% |
资本支出强度POSTSNEX
| Q4 25 | 5.4% | 1.3% | ||
| Q3 25 | 6.7% | 0.1% | ||
| Q2 25 | 6.6% | 1.9% | ||
| Q1 25 | 4.6% | 1.9% | ||
| Q4 24 | 7.0% | 2.1% | ||
| Q3 24 | 6.9% | 0.1% | ||
| Q2 24 | 5.7% | 3.2% | ||
| Q1 24 | 4.9% | 3.4% |
现金转化率POSTSNEX
| Q4 25 | 2.43× | -9.08× | ||
| Q3 25 | 5.91× | 41.18× | ||
| Q2 25 | 2.08× | 23.52× | ||
| Q1 25 | 2.57× | -2.15× | ||
| Q4 24 | 2.74× | -5.61× | ||
| Q3 24 | 2.88× | 2.51× | ||
| Q2 24 | 2.73× | -10.05× | ||
| Q1 24 | 2.57× | 14.76× |
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% |
SNEX
暂无分部数据
