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Post Holdings, Inc.（POST）与安德玛（UAA）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是安德玛的1.6倍（$2.2B vs $1.3B），Post Holdings, Inc.净利率更高（4.5% vs -32.4%，领先36.9%），Post Holdings, Inc.同比增速更快（10.1% vs -5.2%），安德玛自由现金流更多（$261.9M vs $119.3M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -0.2%）
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。
Under Armour是来自美国的专业运动装备品牌，总部位于美国马里兰州巴尔的摩，主营高性能运动服饰、鞋履等产品，为全球运动爱好者及专业运动员提供兼具功能性与舒适度的运动穿着解决方案。
POST vs UAA — 直观对比
营收规模更大
POST
是对方的1.6倍
$1.3B
营收增速更快
POST
高出15.4%
-5.2%
净利率更高
POST
高出36.9%
-32.4%
自由现金流更多
UAA
多$142.6M
$119.3M
两年增速更快
POST
近两年复合增速
-0.2%
损益表 — Q1 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.3B |
| 净利润 | $96.8M | $-430.8M |
| 毛利率 | 29.4% | 44.4% |
| 营业利润率 | 11.0% | -11.3% |
| 净利率 | 4.5% | -32.4% |
| 营收同比 | 10.1% | -5.2% |
| 净利润同比 | -14.6% | -35013.0% |
| 每股收益（稀释后） | $1.71 | $-1.01 |
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POSTUAA
| Q4 25 | $2.2B | $1.3B | ||
| Q3 25 | $2.2B | $1.3B | ||
| Q2 25 | $2.0B | $1.1B | ||
| Q1 25 | $2.0B | $1.2B | ||
| Q4 24 | $2.0B | $1.4B | ||
| Q3 24 | $2.0B | $1.4B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $2.0B | $1.3B |
净利润POSTUAA
| Q4 25 | $96.8M | $-430.8M | ||
| Q3 25 | $51.0M | $-18.8M | ||
| Q2 25 | $108.8M | $-2.6M | ||
| Q1 25 | $62.6M | $-67.5M | ||
| Q4 24 | $113.3M | $1.2M | ||
| Q3 24 | $81.6M | $170.4M | ||
| Q2 24 | $99.8M | $-305.4M | ||
| Q1 24 | $97.2M | $6.6M |
毛利率POSTUAA
| Q4 25 | 29.4% | 44.4% | ||
| Q3 25 | 26.8% | 47.3% | ||
| Q2 25 | 30.0% | 48.2% | ||
| Q1 25 | 28.0% | 46.7% | ||
| Q4 24 | 30.1% | 47.5% | ||
| Q3 24 | 28.6% | 49.8% | ||
| Q2 24 | 29.6% | 47.5% | ||
| Q1 24 | 29.0% | 45.0% |
营业利润率POSTUAA
| Q4 25 | 11.0% | -11.3% | ||
| Q3 25 | 7.5% | 1.3% | ||
| Q2 25 | 11.8% | 0.3% | ||
| Q1 25 | 9.3% | -6.1% | ||
| Q4 24 | 10.8% | 1.0% | ||
| Q3 24 | 9.5% | 12.4% | ||
| Q2 24 | 10.4% | -25.3% | ||
| Q1 24 | 9.5% | -0.3% |
净利率POSTUAA
| Q4 25 | 4.5% | -32.4% | ||
| Q3 25 | 2.3% | -1.4% | ||
| Q2 25 | 5.5% | -0.2% | ||
| Q1 25 | 3.2% | -5.7% | ||
| Q4 24 | 5.7% | 0.1% | ||
| Q3 24 | 4.1% | 12.2% | ||
| Q2 24 | 5.1% | -25.8% | ||
| Q1 24 | 4.9% | 0.5% |
每股收益（稀释后）POSTUAA
| Q4 25 | $1.71 | $-1.01 | ||
| Q3 25 | $0.91 | $-0.04 | ||
| Q2 25 | $1.79 | $-0.01 | ||
| Q1 25 | $1.03 | $-0.16 | ||
| Q4 24 | $1.78 | $0.00 | ||
| Q3 24 | $1.28 | $0.39 | ||
| Q2 24 | $1.53 | $-0.70 | ||
| Q1 24 | $1.48 | $0.02 |
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 | $464.6M |
| 总债务越低越好 | $7.5B | $989.7M |
| 股东权益账面价值 | $3.5B | $1.4B |
| 总资产 | $13.0B | $4.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资POSTUAA
| Q4 25 | $279.3M | $464.6M | ||
| Q3 25 | $176.7M | $396.0M | ||
| Q2 25 | $1.1B | $911.0M | ||
| Q1 25 | $617.6M | $501.4M | ||
| Q4 24 | $872.9M | $726.9M | ||
| Q3 24 | $787.4M | $530.7M | ||
| Q2 24 | $333.8M | $884.6M | ||
| Q1 24 | $333.4M | $858.7M |
总债务POSTUAA
| Q4 25 | $7.5B | $989.7M | ||
| Q3 25 | $7.4B | $1.2B | ||
| Q2 25 | $7.3B | $989.2M | ||
| Q1 25 | $6.9B | $595.1M | ||
| Q4 24 | $6.9B | $595.2M | ||
| Q3 24 | $6.8B | $594.6M | ||
| Q2 24 | $6.4B | $595.4M | ||
| Q1 24 | $6.4B | $675.8M |
股东权益POSTUAA
| Q4 25 | $3.5B | $1.4B | ||
| Q3 25 | $3.8B | $1.9B | ||
| Q2 25 | $4.0B | $1.9B | ||
| Q1 25 | $3.8B | $1.9B | ||
| Q4 24 | $3.9B | $2.0B | ||
| Q3 24 | $4.1B | $2.0B | ||
| Q2 24 | $3.9B | $1.8B | ||
| Q1 24 | $4.0B | $2.2B |
总资产POSTUAA
| Q4 25 | $13.0B | $4.6B | ||
| Q3 25 | $13.5B | $4.9B | ||
| Q2 25 | $13.4B | $4.9B | ||
| Q1 25 | $12.8B | $4.3B | ||
| Q4 24 | $12.8B | $4.6B | ||
| Q3 24 | $12.9B | $4.5B | ||
| Q2 24 | $12.1B | $4.9B | ||
| Q1 24 | $12.2B | $4.8B |
负债/权益比POSTUAA
| Q4 25 | 2.16× | 0.69× | ||
| Q3 25 | 1.98× | 0.64× | ||
| Q2 25 | 1.84× | 0.53× | ||
| Q1 25 | 1.81× | 0.31× | ||
| Q4 24 | 1.79× | 0.30× | ||
| Q3 24 | 1.67× | 0.30× | ||
| Q2 24 | 1.62× | 0.33× | ||
| Q1 24 | 1.61× | 0.31× |
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 | $278.1M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $261.9M |
| 自由现金流率自由现金流/营收 | 5.5% | 19.7% |
| 资本支出强度资本支出/营收 | 5.4% | 1.2% |
| 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 | $-45.9M |
8季度趋势，按日历期对齐
经营现金流POSTUAA
| Q4 25 | $235.7M | $278.1M | ||
| Q3 25 | $301.3M | $-69.8M | ||
| Q2 25 | $225.9M | $48.9M | ||
| Q1 25 | $160.7M | $-202.2M | ||
| Q4 24 | $310.4M | $311.3M | ||
| Q3 24 | $235.4M | $-321.4M | ||
| Q2 24 | $272.3M | $153.0M | ||
| Q1 24 | $249.6M | $-122.9M |
自由现金流POSTUAA
| Q4 25 | $119.3M | $261.9M | ||
| Q3 25 | $151.6M | $-90.3M | ||
| Q2 25 | $94.9M | $13.5M | ||
| Q1 25 | $70.2M | $-231.0M | ||
| Q4 24 | $171.4M | $262.9M | ||
| Q3 24 | $96.2M | $-367.2M | ||
| Q2 24 | $161.5M | $107.3M | ||
| Q1 24 | $150.9M | $-156.7M |
自由现金流率POSTUAA
| Q4 25 | 5.5% | 19.7% | ||
| Q3 25 | 6.7% | -6.8% | ||
| Q2 25 | 4.8% | 1.2% | ||
| Q1 25 | 3.6% | -19.6% | ||
| Q4 24 | 8.7% | 18.8% | ||
| Q3 24 | 4.8% | -26.2% | ||
| Q2 24 | 8.3% | 9.1% | ||
| Q1 24 | 7.5% | -11.8% |
资本支出强度POSTUAA
| Q4 25 | 5.4% | 1.2% | ||
| Q3 25 | 6.7% | 1.5% | ||
| Q2 25 | 6.6% | 3.1% | ||
| Q1 25 | 4.6% | 2.4% | ||
| Q4 24 | 7.0% | 3.5% | ||
| Q3 24 | 6.9% | 3.3% | ||
| Q2 24 | 5.7% | 3.9% | ||
| Q1 24 | 4.9% | 2.5% |
现金转化率POSTUAA
| Q4 25 | 2.43× | — | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | — | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 252.26× | ||
| Q3 24 | 2.88× | -1.89× | ||
| Q2 24 | 2.73× | — | ||
| Q1 24 | 2.57× | -18.71× |
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% |
UAA
| Apparel | $934.0M | 70% |
| Footwear | $265.1M | 20% |
| Accessories | $107.7M | 8% |
| License | $27.2M | 2% |
