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Post Holdings, Inc.（POST）与Taylor Morrison Home Corp（TMHC）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Taylor Morrison Home Corp的1.6倍（$2.2B vs $1.4B），Taylor Morrison Home Corp净利率更高（7.1% vs 4.5%，领先2.7%），Post Holdings, Inc.同比增速更快（10.1% vs -26.8%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -16.5%）
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。
泰勒莫里森住房公司是美国规模最大的住宅建筑商之一，总部位于亚利桑那州斯科茨代尔，2007年7月由泰勒伍德罗与莫里森住房合并成立。公司业务覆盖亚利桑那、加利福尼亚、得克萨斯等十余个州，产品涵盖首次置业、中端及中高端住宅，可满足不同层级客户的住房需求。
POST vs TMHC — 直观对比
营收规模更大
POST
是对方的1.6倍
$1.4B
营收增速更快
POST
高出37.0%
-26.8%
净利率更高
TMHC
高出2.7%
4.5%
两年增速更快
POST
近两年复合增速
-16.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $96.8M | $98.6M |
| 毛利率 | 29.4% | 21.0% |
| 营业利润率 | 11.0% | — |
| 净利率 | 4.5% | 7.1% |
| 营收同比 | 10.1% | -26.8% |
| 净利润同比 | -14.6% | -53.8% |
| 每股收益（稀释后） | $1.71 | $1.12 |
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POSTTMHC
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $2.1B | ||
| Q3 25 | $2.2B | $2.1B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.0B | $2.4B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
净利润POSTTMHC
| Q1 26 | — | $98.6M | ||
| Q4 25 | $96.8M | $174.0M | ||
| Q3 25 | $51.0M | $201.4M | ||
| Q2 25 | $108.8M | $193.6M | ||
| Q1 25 | $62.6M | $213.5M | ||
| Q4 24 | $113.3M | $242.5M | ||
| Q3 24 | $81.6M | $251.1M | ||
| Q2 24 | $99.8M | $199.5M |
毛利率POSTTMHC
| Q1 26 | — | 21.0% | ||
| Q4 25 | 29.4% | 22.0% | ||
| Q3 25 | 26.8% | 22.7% | ||
| Q2 25 | 30.0% | 23.0% | ||
| Q1 25 | 28.0% | 24.4% | ||
| Q4 24 | 30.1% | 23.9% | ||
| Q3 24 | 28.6% | 25.0% | ||
| Q2 24 | 29.6% | 23.7% |
营业利润率POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.8% | — | ||
| Q3 24 | 9.5% | — | ||
| Q2 24 | 10.4% | — |
净利率POSTTMHC
| Q1 26 | — | 7.1% | ||
| Q4 25 | 4.5% | 8.3% | ||
| Q3 25 | 2.3% | 9.6% | ||
| Q2 25 | 5.5% | 9.5% | ||
| Q1 25 | 3.2% | 11.3% | ||
| Q4 24 | 5.7% | 10.3% | ||
| Q3 24 | 4.1% | 11.8% | ||
| Q2 24 | 5.1% | 10.0% |
每股收益（稀释后）POSTTMHC
| Q1 26 | — | $1.12 | ||
| Q4 25 | $1.71 | $1.77 | ||
| Q3 25 | $0.91 | $2.01 | ||
| Q2 25 | $1.79 | $1.92 | ||
| Q1 25 | $1.03 | $2.07 | ||
| Q4 24 | $1.78 | $2.29 | ||
| Q3 24 | $1.28 | $2.37 | ||
| Q2 24 | $1.53 | $1.86 |
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 | $652.9M |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $6.2B |
| 总资产 | $13.0B | $9.8B |
| 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POSTTMHC
| Q1 26 | — | $652.9M | ||
| Q4 25 | $279.3M | $850.0M | ||
| Q3 25 | $176.7M | $370.6M | ||
| Q2 25 | $1.1B | $130.2M | ||
| Q1 25 | $617.6M | $377.8M | ||
| Q4 24 | $872.9M | $487.2M | ||
| Q3 24 | $787.4M | $256.4M | ||
| Q2 24 | $333.8M | $246.8M |
总债务POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.3B | ||
| Q3 25 | $7.4B | $2.2B | ||
| Q2 25 | $7.3B | $2.1B | ||
| Q1 25 | $6.9B | $2.1B | ||
| Q4 24 | $6.9B | $2.1B | ||
| Q3 24 | $6.8B | $2.1B | ||
| Q2 24 | $6.4B | $2.2B |
股东权益POSTTMHC
| Q1 26 | — | $6.2B | ||
| Q4 25 | $3.5B | $6.3B | ||
| Q3 25 | $3.8B | $6.2B | ||
| Q2 25 | $4.0B | $6.1B | ||
| Q1 25 | $3.8B | $6.0B | ||
| Q4 24 | $3.9B | $5.9B | ||
| Q3 24 | $4.1B | $5.7B | ||
| Q2 24 | $3.9B | $5.5B |
总资产POSTTMHC
| Q1 26 | — | $9.8B | ||
| Q4 25 | $13.0B | $9.8B | ||
| Q3 25 | $13.5B | $9.6B | ||
| Q2 25 | $13.4B | $9.5B | ||
| Q1 25 | $12.8B | $9.4B | ||
| Q4 24 | $12.8B | $9.3B | ||
| Q3 24 | $12.9B | $9.3B | ||
| Q2 24 | $12.1B | $9.1B |
负债/权益比POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.36× | ||
| Q3 25 | 1.98× | 0.35× | ||
| Q2 25 | 1.84× | 0.35× | ||
| Q1 25 | 1.81× | 0.35× | ||
| Q4 24 | 1.79× | 0.36× | ||
| Q3 24 | 1.67× | 0.37× | ||
| Q2 24 | 1.62× | 0.39× |
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POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $646.4M | ||
| Q3 25 | $301.3M | $219.6M | ||
| Q2 25 | $225.9M | $-126.0M | ||
| Q1 25 | $160.7M | $77.2M | ||
| Q4 24 | $310.4M | $438.2M | ||
| Q3 24 | $235.4M | $135.9M | ||
| Q2 24 | $272.3M | $-233.3M |
自由现金流POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $635.3M | ||
| Q3 25 | $151.6M | $206.6M | ||
| Q2 25 | $94.9M | $-133.6M | ||
| Q1 25 | $70.2M | $68.7M | ||
| Q4 24 | $171.4M | $428.2M | ||
| Q3 24 | $96.2M | $127.1M | ||
| Q2 24 | $161.5M | $-241.7M |
自由现金流率POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 30.3% | ||
| Q3 25 | 6.7% | 9.9% | ||
| Q2 25 | 4.8% | -6.6% | ||
| Q1 25 | 3.6% | 3.6% | ||
| Q4 24 | 8.7% | 18.2% | ||
| Q3 24 | 4.8% | 6.0% | ||
| Q2 24 | 8.3% | -12.1% |
资本支出强度POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 0.5% | ||
| Q3 25 | 6.7% | 0.6% | ||
| Q2 25 | 6.6% | 0.4% | ||
| Q1 25 | 4.6% | 0.4% | ||
| Q4 24 | 7.0% | 0.4% | ||
| Q3 24 | 6.9% | 0.4% | ||
| Q2 24 | 5.7% | 0.4% |
现金转化率POSTTMHC
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 3.71× | ||
| Q3 25 | 5.91× | 1.09× | ||
| Q2 25 | 2.08× | -0.65× | ||
| Q1 25 | 2.57× | 0.36× | ||
| Q4 24 | 2.74× | 1.81× | ||
| Q3 24 | 2.88× | 0.54× | ||
| Q2 24 | 2.73× | -1.17× |
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% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
