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Post Holdings, Inc.（POST）与标普全球（SPGI）财务数据对比。点击上方公司名可切换其他公司
标普全球的季度营收约是Post Holdings, Inc.的1.9倍（$4.2B vs $2.2B），标普全球净利率更高（36.1% vs 4.5%，领先31.6%），Post Holdings, Inc.同比增速更快（10.1% vs 10.0%），标普全球自由现金流更多（$919.0M vs $119.3M），过去两年标普全球的营收复合增速更高（8.4% 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。
标普全球是总部位于美国纽约曼哈顿的上市企业，核心业务涵盖金融信息、数据分析、能源及大宗商品情报服务，旗下拥有标普全球评级、标普全球市场财智、标普全球能源、标普全球移动、印度信用评级机构CRISIL等业务板块，同时控股合资企业标普道琼斯指数。
POST vs SPGI — 直观对比
营收规模更大
SPGI
是对方的1.9倍
$2.2B
营收增速更快
POST
高出0.1%
10.0%
净利率更高
SPGI
高出31.6%
4.5%
自由现金流更多
SPGI
多$799.7M
$119.3M
两年增速更快
SPGI
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $4.2B |
| 净利润 | $96.8M | $1.5B |
| 毛利率 | 29.4% | — |
| 营业利润率 | 11.0% | 48.0% |
| 净利率 | 4.5% | 36.1% |
| 营收同比 | 10.1% | 10.0% |
| 净利润同比 | -14.6% | 28.0% |
| 每股收益（稀释后） | $1.71 | $4.69 |
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POSTSPGI
| Q1 26 | — | $4.2B | ||
| Q4 25 | $2.2B | $3.9B | ||
| Q3 25 | $2.2B | $3.9B | ||
| Q2 25 | $2.0B | $3.8B | ||
| Q1 25 | $2.0B | $3.8B | ||
| Q4 24 | $2.0B | $3.6B | ||
| Q3 24 | $2.0B | $3.6B | ||
| Q2 24 | $1.9B | $3.5B |
净利润POSTSPGI
| Q1 26 | — | $1.5B | ||
| Q4 25 | $96.8M | $1.1B | ||
| Q3 25 | $51.0M | $1.2B | ||
| Q2 25 | $108.8M | $1.1B | ||
| Q1 25 | $62.6M | $1.1B | ||
| Q4 24 | $113.3M | $879.0M | ||
| Q3 24 | $81.6M | $971.0M | ||
| Q2 24 | $99.8M | $1.0B |
毛利率POSTSPGI
| Q1 26 | — | — | ||
| Q4 25 | 29.4% | 70.1% | ||
| Q3 25 | 26.8% | 71.2% | ||
| Q2 25 | 30.0% | 70.2% | ||
| Q1 25 | 28.0% | 69.5% | ||
| Q4 24 | 30.1% | 69.8% | ||
| Q3 24 | 28.6% | 70.0% | ||
| Q2 24 | 29.6% | 69.4% |
营业利润率POSTSPGI
| Q1 26 | — | 48.0% | ||
| Q4 25 | 11.0% | 42.7% | ||
| Q3 25 | 7.5% | 43.1% | ||
| Q2 25 | 11.8% | 41.3% | ||
| Q1 25 | 9.3% | 41.8% | ||
| Q4 24 | 10.8% | 36.4% | ||
| Q3 24 | 9.5% | 40.1% | ||
| Q2 24 | 10.4% | 40.9% |
净利率POSTSPGI
| Q1 26 | — | 36.1% | ||
| Q4 25 | 4.5% | 28.9% | ||
| Q3 25 | 2.3% | 30.2% | ||
| Q2 25 | 5.5% | 28.5% | ||
| Q1 25 | 3.2% | 28.9% | ||
| Q4 24 | 5.7% | 24.5% | ||
| Q3 24 | 4.1% | 27.2% | ||
| Q2 24 | 5.1% | 28.5% |
每股收益（稀释后）POSTSPGI
| Q1 26 | — | $4.69 | ||
| Q4 25 | $1.71 | $3.76 | ||
| Q3 25 | $0.91 | $3.86 | ||
| Q2 25 | $1.79 | $3.50 | ||
| Q1 25 | $1.03 | $3.54 | ||
| Q4 24 | $1.78 | $2.85 | ||
| Q3 24 | $1.28 | $3.11 | ||
| Q2 24 | $1.53 | $3.23 |
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 | $13.3B |
| 股东权益账面价值 | $3.5B | $31.3B |
| 总资产 | $13.0B | $60.8B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.43× |
8季度趋势，按日历期对齐
现金及短期投资POSTSPGI
| Q1 26 | — | — | ||
| Q4 25 | $279.3M | $1.8B | ||
| Q3 25 | $176.7M | $1.7B | ||
| Q2 25 | $1.1B | $1.8B | ||
| Q1 25 | $617.6M | $1.5B | ||
| Q4 24 | $872.9M | $1.7B | ||
| Q3 24 | $787.4M | $1.7B | ||
| Q2 24 | $333.8M | $2.0B |
总债务POSTSPGI
| Q1 26 | — | $13.3B | ||
| Q4 25 | $7.5B | $13.1B | ||
| Q3 25 | $7.4B | $11.4B | ||
| Q2 25 | $7.3B | $11.4B | ||
| Q1 25 | $6.9B | $11.4B | ||
| Q4 24 | $6.9B | $11.4B | ||
| Q3 24 | $6.8B | $11.4B | ||
| Q2 24 | $6.4B | $11.4B |
股东权益POSTSPGI
| Q1 26 | — | $31.3B | ||
| Q4 25 | $3.5B | $31.1B | ||
| Q3 25 | $3.8B | $33.1B | ||
| Q2 25 | $4.0B | $33.4B | ||
| Q1 25 | $3.8B | $33.4B | ||
| Q4 24 | $3.9B | $33.2B | ||
| Q3 24 | $4.1B | $34.0B | ||
| Q2 24 | $3.9B | $34.9B |
总资产POSTSPGI
| Q1 26 | — | $60.8B | ||
| Q4 25 | $13.0B | $61.2B | ||
| Q3 25 | $13.5B | $59.7B | ||
| Q2 25 | $13.4B | $60.4B | ||
| Q1 25 | $12.8B | $59.9B | ||
| Q4 24 | $12.8B | $60.2B | ||
| Q3 24 | $12.9B | $60.4B | ||
| Q2 24 | $12.1B | $61.0B |
负债/权益比POSTSPGI
| Q1 26 | — | 0.43× | ||
| Q4 25 | 2.16× | 0.42× | ||
| Q3 25 | 1.98× | 0.34× | ||
| Q2 25 | 1.84× | 0.34× | ||
| Q1 25 | 1.81× | 0.34× | ||
| Q4 24 | 1.79× | 0.34× | ||
| Q3 24 | 1.67× | 0.34× | ||
| Q2 24 | 1.62× | 0.33× |
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 | $919.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 22.0% |
| 资本支出强度资本支出/营收 | 5.4% | 0.6% |
| 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 | $5.5B |
8季度趋势，按日历期对齐
经营现金流POSTSPGI
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $1.7B | ||
| Q3 25 | $301.3M | $1.5B | ||
| Q2 25 | $225.9M | $1.4B | ||
| Q1 25 | $160.7M | $953.0M | ||
| Q4 24 | $310.4M | $1.7B | ||
| Q3 24 | $235.4M | $1.4B | ||
| Q2 24 | $272.3M | $1.6B |
自由现金流POSTSPGI
| Q1 26 | — | $919.0M | ||
| Q4 25 | $119.3M | $1.7B | ||
| Q3 25 | $151.6M | $1.5B | ||
| Q2 25 | $94.9M | $1.4B | ||
| Q1 25 | $70.2M | $910.0M | ||
| Q4 24 | $171.4M | $1.7B | ||
| Q3 24 | $96.2M | $1.4B | ||
| Q2 24 | $161.5M | $1.5B |
自由现金流率POSTSPGI
| Q1 26 | — | 22.0% | ||
| Q4 25 | 5.5% | 43.5% | ||
| Q3 25 | 6.7% | 37.6% | ||
| Q2 25 | 4.8% | 36.9% | ||
| Q1 25 | 3.6% | 24.1% | ||
| Q4 24 | 8.7% | 47.5% | ||
| Q3 24 | 4.8% | 39.4% | ||
| Q2 24 | 8.3% | 42.9% |
资本支出强度POSTSPGI
| Q1 26 | — | 0.6% | ||
| Q4 25 | 5.4% | 1.2% | ||
| Q3 25 | 6.7% | 1.2% | ||
| Q2 25 | 6.6% | 1.6% | ||
| Q1 25 | 4.6% | 1.1% | ||
| Q4 24 | 7.0% | 0.9% | ||
| Q3 24 | 6.9% | 1.0% | ||
| Q2 24 | 5.7% | 0.9% |
现金转化率POSTSPGI
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 1.54× | ||
| Q3 25 | 5.91× | 1.28× | ||
| Q2 25 | 2.08× | 1.35× | ||
| Q1 25 | 2.57× | 0.87× | ||
| Q4 24 | 2.74× | 1.98× | ||
| Q3 24 | 2.88× | 1.49× | ||
| Q2 24 | 2.73× | 1.54× |
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% |
SPGI
| Ratings | $1.3B | 31% |
| Market Intelligence | $1.3B | 31% |
| Energy | $652.0M | 16% |
| Indices | $519.0M | 12% |
| Mobility | $454.0M | 11% |
