vs
Post Holdings, Inc.（POST）与Veralto（VLTO）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Veralto的1.5倍（$2.2B vs $1.4B），Veralto净利率更高（17.9% vs 4.5%，领先13.4%），Post Holdings, Inc.同比增速更快（10.1% vs 6.8%），Veralto自由现金流更多（$170.0M vs $119.3M），过去两年Veralto的营收复合增速更高（6.8% 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。
Veralto是总部位于美国马萨诸塞州沃尔瑟姆的科技企业，核心业务覆盖水分析、水处理、标识喷码、包装及色彩管理相关产品的研发与生产，面向全球多领域客户提供适配的技术产品及配套服务。
POST vs VLTO — 直观对比
营收规模更大
POST
是对方的1.5倍
$1.4B
营收增速更快
POST
高出3.4%
6.8%
净利率更高
VLTO
高出13.4%
4.5%
自由现金流更多
VLTO
多$50.7M
$119.3M
两年增速更快
VLTO
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.4B |
| 净利润 | $96.8M | $254.0M |
| 毛利率 | 29.4% | 60.1% |
| 营业利润率 | 11.0% | 23.8% |
| 净利率 | 4.5% | 17.9% |
| 营收同比 | 10.1% | 6.8% |
| 净利润同比 | -14.6% | 12.9% |
| 每股收益（稀释后） | $1.71 | $1.02 |
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POSTVLTO
| Q1 26 | — | $1.4B | ||
| Q4 25 | $2.2B | $1.4B | ||
| Q3 25 | $2.2B | $1.4B | ||
| Q2 25 | $2.0B | $1.3B | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $2.0B | $1.3B | ||
| Q3 24 | $2.0B | $1.3B | ||
| Q2 24 | $1.9B | $1.3B |
净利润POSTVLTO
| Q1 26 | — | $254.0M | ||
| Q4 25 | $96.8M | $239.0M | ||
| Q3 25 | $51.0M | $222.0M | ||
| Q2 25 | $108.8M | $225.0M | ||
| Q1 25 | $62.6M | — | ||
| Q4 24 | $113.3M | $227.0M | ||
| Q3 24 | $81.6M | $219.0M | ||
| Q2 24 | $99.8M | $203.0M |
毛利率POSTVLTO
| Q1 26 | — | 60.1% | ||
| Q4 25 | 29.4% | 60.1% | ||
| Q3 25 | 26.8% | 60.0% | ||
| Q2 25 | 30.0% | 60.4% | ||
| Q1 25 | 28.0% | — | ||
| Q4 24 | 30.1% | 59.6% | ||
| Q3 24 | 28.6% | 59.6% | ||
| Q2 24 | 29.6% | 60.1% |
营业利润率POSTVLTO
| Q1 26 | — | 23.8% | ||
| Q4 25 | 11.0% | 23.2% | ||
| Q3 25 | 7.5% | 22.8% | ||
| Q2 25 | 11.8% | 24.2% | ||
| Q1 25 | 9.3% | — | ||
| Q4 24 | 10.8% | 22.9% | ||
| Q3 24 | 9.5% | 23.4% | ||
| Q2 24 | 10.4% | 23.2% |
净利率POSTVLTO
| Q1 26 | — | 17.9% | ||
| Q4 25 | 4.5% | 17.0% | ||
| Q3 25 | 2.3% | 16.2% | ||
| Q2 25 | 5.5% | 16.9% | ||
| Q1 25 | 3.2% | — | ||
| Q4 24 | 5.7% | 16.9% | ||
| Q3 24 | 4.1% | 16.7% | ||
| Q2 24 | 5.1% | 15.8% |
每股收益（稀释后）POSTVLTO
| Q1 26 | — | $1.02 | ||
| Q4 25 | $1.71 | $0.95 | ||
| Q3 25 | $0.91 | $0.89 | ||
| Q2 25 | $1.79 | $0.90 | ||
| Q1 25 | $1.03 | — | ||
| Q4 24 | $1.78 | $0.91 | ||
| Q3 24 | $1.28 | $0.88 | ||
| Q2 24 | $1.53 | $0.81 |
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 | — |
| 股东权益账面价值 | $3.5B | — |
| 总资产 | $13.0B | — |
| 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POSTVLTO
| Q1 26 | — | — | ||
| Q4 25 | $279.3M | $1.8B | ||
| Q3 25 | $176.7M | $1.6B | ||
| Q2 25 | $1.1B | $1.2B | ||
| Q1 25 | $617.6M | — | ||
| Q4 24 | $872.9M | $1.1B | ||
| Q3 24 | $787.4M | $1.3B | ||
| Q2 24 | $333.8M | $1.0B |
总债务POSTVLTO
| Q1 26 | — | — | ||
| Q4 25 | $7.5B | $2.7B | ||
| Q3 25 | $7.4B | $2.7B | ||
| Q2 25 | $7.3B | $2.6B | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $2.6B | ||
| Q3 24 | $6.8B | $2.6B | ||
| Q2 24 | $6.4B | $2.6B |
股东权益POSTVLTO
| Q1 26 | — | — | ||
| Q4 25 | $3.5B | $2.8B | ||
| Q3 25 | $3.8B | $2.7B | ||
| Q2 25 | $4.0B | $2.3B | ||
| Q1 25 | $3.8B | — | ||
| Q4 24 | $3.9B | $2.0B | ||
| Q3 24 | $4.1B | $2.0B | ||
| Q2 24 | $3.9B | $1.7B |
总资产POSTVLTO
| Q1 26 | — | — | ||
| Q4 25 | $13.0B | $7.4B | ||
| Q3 25 | $13.5B | $7.2B | ||
| Q2 25 | $13.4B | $6.6B | ||
| Q1 25 | $12.8B | — | ||
| Q4 24 | $12.8B | $6.4B | ||
| Q3 24 | $12.9B | $6.3B | ||
| Q2 24 | $12.1B | $5.9B |
负债/权益比POSTVLTO
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.94× | ||
| Q3 25 | 1.98× | 1.01× | ||
| Q2 25 | 1.84× | 1.14× | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 1.28× | ||
| Q3 24 | 1.67× | 1.35× | ||
| Q2 24 | 1.62× | 1.57× |
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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $170.0M |
| 自由现金流率自由现金流/营收 | 5.5% | 12.0% |
| 资本支出强度资本支出/营收 | 5.4% | 0.8% |
| 现金转化率经营现金流/净利润 | 2.43× | 0.72× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $893.0M |
8季度趋势，按日历期对齐
经营现金流POSTVLTO
| Q1 26 | — | $182.0M | ||
| Q4 25 | $235.7M | $270.0M | ||
| Q3 25 | $301.3M | $339.0M | ||
| Q2 25 | $225.9M | $157.0M | ||
| Q1 25 | $160.7M | — | ||
| Q4 24 | $310.4M | $285.0M | ||
| Q3 24 | $235.4M | $224.0M | ||
| Q2 24 | $272.3M | $251.0M |
自由现金流POSTVLTO
| Q1 26 | — | $170.0M | ||
| Q4 25 | $119.3M | $258.0M | ||
| Q3 25 | $151.6M | $323.0M | ||
| Q2 25 | $94.9M | $142.0M | ||
| Q1 25 | $70.2M | — | ||
| Q4 24 | $171.4M | $263.0M | ||
| Q3 24 | $96.2M | $215.0M | ||
| Q2 24 | $161.5M | $240.0M |
自由现金流率POSTVLTO
| Q1 26 | — | 12.0% | ||
| Q4 25 | 5.5% | 18.4% | ||
| Q3 25 | 6.7% | 23.6% | ||
| Q2 25 | 4.8% | 10.7% | ||
| Q1 25 | 3.6% | — | ||
| Q4 24 | 8.7% | 19.6% | ||
| Q3 24 | 4.8% | 16.4% | ||
| Q2 24 | 8.3% | 18.6% |
资本支出强度POSTVLTO
| Q1 26 | — | 0.8% | ||
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 6.7% | 1.2% | ||
| Q2 25 | 6.6% | 1.1% | ||
| Q1 25 | 4.6% | — | ||
| Q4 24 | 7.0% | 1.6% | ||
| Q3 24 | 6.9% | 0.7% | ||
| Q2 24 | 5.7% | 0.9% |
现金转化率POSTVLTO
| Q1 26 | — | 0.72× | ||
| Q4 25 | 2.43× | 1.13× | ||
| Q3 25 | 5.91× | 1.53× | ||
| Q2 25 | 2.08× | 0.70× | ||
| Q1 25 | 2.57× | — | ||
| Q4 24 | 2.74× | 1.26× | ||
| Q3 24 | 2.88× | 1.02× | ||
| Q2 24 | 2.73× | 1.24× |
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% |
VLTO
暂无分部数据
