vs
Post Holdings, Inc.（POST）与Toast, Inc.（TOST）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Toast, Inc.的1.3倍（$2.2B vs $1.6B），Toast, Inc.净利率更高（6.2% vs 4.5%，领先1.7%），Toast, Inc.同比增速更快（22.0% vs 10.1%），Toast, Inc.自由现金流更多（$178.0M vs $119.3M），过去两年Toast, Inc.的营收复合增速更高（23.3% 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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
POST vs TOST — 直观对比
营收规模更大
POST
是对方的1.3倍
$1.6B
营收增速更快
TOST
高出11.9%
10.1%
净利率更高
TOST
高出1.7%
4.5%
自由现金流更多
TOST
多$58.7M
$119.3M
两年增速更快
TOST
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.6B |
| 净利润 | $96.8M | $101.0M |
| 毛利率 | 29.4% | 25.9% |
| 营业利润率 | 11.0% | 5.2% |
| 净利率 | 4.5% | 6.2% |
| 营收同比 | 10.1% | 22.0% |
| 净利润同比 | -14.6% | 215.6% |
| 每股收益（稀释后） | $1.71 | $0.18 |
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POSTTOST
| Q4 25 | $2.2B | $1.6B | ||
| Q3 25 | $2.2B | $1.6B | ||
| Q2 25 | $2.0B | $1.6B | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.1B |
净利润POSTTOST
| Q4 25 | $96.8M | $101.0M | ||
| Q3 25 | $51.0M | $105.0M | ||
| Q2 25 | $108.8M | $80.0M | ||
| Q1 25 | $62.6M | $56.0M | ||
| Q4 24 | $113.3M | $32.0M | ||
| Q3 24 | $81.6M | $56.0M | ||
| Q2 24 | $99.8M | $14.0M | ||
| Q1 24 | $97.2M | $-83.0M |
毛利率POSTTOST
| Q4 25 | 29.4% | 25.9% | ||
| Q3 25 | 26.8% | 26.5% | ||
| Q2 25 | 30.0% | 25.3% | ||
| Q1 25 | 28.0% | 25.9% | ||
| Q4 24 | 30.1% | 24.9% | ||
| Q3 24 | 28.6% | 24.7% | ||
| Q2 24 | 29.6% | 23.0% | ||
| Q1 24 | 29.0% | 23.2% |
营业利润率POSTTOST
| Q4 25 | 11.0% | 5.2% | ||
| Q3 25 | 7.5% | 5.1% | ||
| Q2 25 | 11.8% | 5.2% | ||
| Q1 25 | 9.3% | 3.2% | ||
| Q4 24 | 10.8% | 2.5% | ||
| Q3 24 | 9.5% | 2.6% | ||
| Q2 24 | 10.4% | 0.4% | ||
| Q1 24 | 9.5% | -5.2% |
净利率POSTTOST
| Q4 25 | 4.5% | 6.2% | ||
| Q3 25 | 2.3% | 6.4% | ||
| Q2 25 | 5.5% | 5.2% | ||
| Q1 25 | 3.2% | 4.2% | ||
| Q4 24 | 5.7% | 2.4% | ||
| Q3 24 | 4.1% | 4.3% | ||
| Q2 24 | 5.1% | 1.1% | ||
| Q1 24 | 4.9% | -7.7% |
每股收益（稀释后）POSTTOST
| Q4 25 | $1.71 | $0.18 | ||
| Q3 25 | $0.91 | $0.16 | ||
| Q2 25 | $1.79 | $0.13 | ||
| Q1 25 | $1.03 | $0.09 | ||
| Q4 24 | $1.78 | $0.09 | ||
| Q3 24 | $1.28 | $0.07 | ||
| Q2 24 | $1.53 | $0.02 | ||
| Q1 24 | $1.48 | $-0.15 |
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 | $1.4B |
| 总债务越低越好 | $7.5B | — |
| 股东权益账面价值 | $3.5B | $2.1B |
| 总资产 | $13.0B | $3.1B |
| 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POSTTOST
| Q4 25 | $279.3M | $1.4B | ||
| Q3 25 | $176.7M | $1.4B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $617.6M | $1.0B | ||
| Q4 24 | $872.9M | $903.0M | ||
| Q3 24 | $787.4M | $761.0M | ||
| Q2 24 | $333.8M | $691.0M | ||
| Q1 24 | $333.4M | $578.0M |
总债务POSTTOST
| 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POSTTOST
| Q4 25 | $3.5B | $2.1B | ||
| Q3 25 | $3.8B | $2.0B | ||
| Q2 25 | $4.0B | $1.8B | ||
| Q1 25 | $3.8B | $1.7B | ||
| Q4 24 | $3.9B | $1.5B | ||
| Q3 24 | $4.1B | $1.4B | ||
| Q2 24 | $3.9B | $1.3B | ||
| Q1 24 | $4.0B | $1.2B |
总资产POSTTOST
| Q4 25 | $13.0B | $3.1B | ||
| Q3 25 | $13.5B | $3.0B | ||
| Q2 25 | $13.4B | $2.8B | ||
| Q1 25 | $12.8B | $2.6B | ||
| Q4 24 | $12.8B | $2.4B | ||
| Q3 24 | $12.9B | $2.2B | ||
| Q2 24 | $12.1B | $2.2B | ||
| Q1 24 | $12.2B | $2.1B |
负债/权益比POSTTOST
| 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 | $194.0M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $178.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 10.9% |
| 资本支出强度资本支出/营收 | 5.4% | 1.0% |
| 现金转化率经营现金流/净利润 | 2.43× | 1.92× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $608.0M |
8季度趋势，按日历期对齐
经营现金流POSTTOST
| Q4 25 | $235.7M | $194.0M | ||
| Q3 25 | $301.3M | $165.0M | ||
| Q2 25 | $225.9M | $223.0M | ||
| Q1 25 | $160.7M | $79.0M | ||
| Q4 24 | $310.4M | $147.0M | ||
| Q3 24 | $235.4M | $109.0M | ||
| Q2 24 | $272.3M | $124.0M | ||
| Q1 24 | $249.6M | $-20.0M |
自由现金流POSTTOST
| Q4 25 | $119.3M | $178.0M | ||
| Q3 25 | $151.6M | $153.0M | ||
| Q2 25 | $94.9M | $208.0M | ||
| Q1 25 | $70.2M | $69.0M | ||
| Q4 24 | $171.4M | $134.0M | ||
| Q3 24 | $96.2M | $97.0M | ||
| Q2 24 | $161.5M | $108.0M | ||
| Q1 24 | $150.9M | $-33.0M |
自由现金流率POSTTOST
| Q4 25 | 5.5% | 10.9% | ||
| Q3 25 | 6.7% | 9.4% | ||
| Q2 25 | 4.8% | 13.4% | ||
| Q1 25 | 3.6% | 5.2% | ||
| Q4 24 | 8.7% | 10.0% | ||
| Q3 24 | 4.8% | 7.4% | ||
| Q2 24 | 8.3% | 8.7% | ||
| Q1 24 | 7.5% | -3.1% |
资本支出强度POSTTOST
| Q4 25 | 5.4% | 1.0% | ||
| Q3 25 | 6.7% | 0.7% | ||
| Q2 25 | 6.6% | 1.0% | ||
| Q1 25 | 4.6% | 0.7% | ||
| Q4 24 | 7.0% | 1.0% | ||
| Q3 24 | 6.9% | 0.9% | ||
| Q2 24 | 5.7% | 1.3% | ||
| Q1 24 | 4.9% | 1.2% |
现金转化率POSTTOST
| Q4 25 | 2.43× | 1.92× | ||
| Q3 25 | 5.91× | 1.57× | ||
| Q2 25 | 2.08× | 2.79× | ||
| Q1 25 | 2.57× | 1.41× | ||
| Q4 24 | 2.74× | 4.59× | ||
| Q3 24 | 2.88× | 1.95× | ||
| Q2 24 | 2.73× | 8.86× | ||
| Q1 24 | 2.57× | — |
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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
