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Post Holdings, Inc.（POST）与维谛技术（VRT）财务数据对比。点击上方公司名可切换其他公司
维谛技术的季度营收约是Post Holdings, Inc.的1.2倍（$2.6B vs $2.2B），维谛技术净利率更高（14.7% vs 4.5%，领先10.3%），维谛技术同比增速更快（30.1% vs 10.1%），维谛技术自由现金流更多（$652.8M vs $119.3M），过去两年维谛技术的营收复合增速更高（16.5% 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。
维谛技术（Vertiv）是一家美国跨国企业，专注于为数据中心、通信网络、商业及工业场景提供关键基础设施及配套服务，旗下方案可有效保障各行业客户关键业务系统的稳定高效运行。
POST vs VRT — 直观对比
营收规模更大
VRT
是对方的1.2倍
$2.2B
营收增速更快
VRT
高出20.0%
10.1%
净利率更高
VRT
高出10.3%
4.5%
自由现金流更多
VRT
多$533.5M
$119.3M
两年增速更快
VRT
近两年复合增速
4.3%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $2.6B |
| 净利润 | $96.8M | $390.1M |
| 毛利率 | 29.4% | 37.7% |
| 营业利润率 | 11.0% | — |
| 净利率 | 4.5% | 14.7% |
| 营收同比 | 10.1% | 30.1% |
| 净利润同比 | -14.6% | 137.1% |
| 每股收益（稀释后） | $1.71 | $0.99 |
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POSTVRT
| Q1 26 | — | $2.6B | ||
| Q4 25 | $2.2B | $2.9B | ||
| Q3 25 | $2.2B | $2.7B | ||
| Q2 25 | $2.0B | $2.6B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
净利润POSTVRT
| Q1 26 | — | $390.1M | ||
| Q4 25 | $96.8M | $445.6M | ||
| Q3 25 | $51.0M | $398.5M | ||
| Q2 25 | $108.8M | $324.2M | ||
| Q1 25 | $62.6M | $164.5M | ||
| Q4 24 | $113.3M | $147.0M | ||
| Q3 24 | $81.6M | $176.6M | ||
| Q2 24 | $99.8M | $178.1M |
毛利率POSTVRT
| Q1 26 | — | 37.7% | ||
| Q4 25 | 29.4% | 38.9% | ||
| Q3 25 | 26.8% | 37.8% | ||
| Q2 25 | 30.0% | 34.0% | ||
| Q1 25 | 28.0% | 33.7% | ||
| Q4 24 | 30.1% | 37.1% | ||
| Q3 24 | 28.6% | 36.5% | ||
| Q2 24 | 29.6% | 38.0% |
营业利润率POSTVRT
| Q1 26 | — | — | ||
| Q4 25 | 11.0% | 20.1% | ||
| Q3 25 | 7.5% | 19.3% | ||
| Q2 25 | 11.8% | 16.8% | ||
| Q1 25 | 9.3% | 14.3% | ||
| Q4 24 | 10.8% | 19.5% | ||
| Q3 24 | 9.5% | 17.9% | ||
| Q2 24 | 10.4% | 17.2% |
净利率POSTVRT
| Q1 26 | — | 14.7% | ||
| Q4 25 | 4.5% | 15.5% | ||
| Q3 25 | 2.3% | 14.9% | ||
| Q2 25 | 5.5% | 12.3% | ||
| Q1 25 | 3.2% | 8.1% | ||
| Q4 24 | 5.7% | 6.3% | ||
| Q3 24 | 4.1% | 8.5% | ||
| Q2 24 | 5.1% | 9.1% |
每股收益（稀释后）POSTVRT
| Q1 26 | — | $0.99 | ||
| Q4 25 | $1.71 | $1.14 | ||
| Q3 25 | $0.91 | $1.02 | ||
| Q2 25 | $1.79 | $0.83 | ||
| Q1 25 | $1.03 | $0.42 | ||
| Q4 24 | $1.78 | $0.38 | ||
| Q3 24 | $1.28 | $0.46 | ||
| Q2 24 | $1.53 | $0.46 |
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 | $2.5B |
| 总债务越低越好 | $7.5B | $0 |
| 股东权益账面价值 | $3.5B | $4.2B |
| 总资产 | $13.0B | $13.4B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资POSTVRT
| Q1 26 | — | $2.5B | ||
| Q4 25 | $279.3M | $1.7B | ||
| Q3 25 | $176.7M | $1.4B | ||
| Q2 25 | $1.1B | $1.6B | ||
| Q1 25 | $617.6M | $1.5B | ||
| Q4 24 | $872.9M | $1.2B | ||
| Q3 24 | $787.4M | $908.7M | ||
| Q2 24 | $333.8M | $579.7M |
总债务POSTVRT
| Q1 26 | — | $0 | ||
| Q4 25 | $7.5B | $2.9B | ||
| Q3 25 | $7.4B | $2.9B | ||
| Q2 25 | $7.3B | $2.9B | ||
| Q1 25 | $6.9B | $2.9B | ||
| Q4 24 | $6.9B | $2.9B | ||
| Q3 24 | $6.8B | $2.9B | ||
| Q2 24 | $6.4B | $2.9B |
股东权益POSTVRT
| Q1 26 | — | $4.2B | ||
| Q4 25 | $3.5B | $3.9B | ||
| Q3 25 | $3.8B | $3.5B | ||
| Q2 25 | $4.0B | $3.1B | ||
| Q1 25 | $3.8B | $2.7B | ||
| Q4 24 | $3.9B | $2.4B | ||
| Q3 24 | $4.1B | $1.8B | ||
| Q2 24 | $3.9B | $1.5B |
总资产POSTVRT
| Q1 26 | — | $13.4B | ||
| Q4 25 | $13.0B | $12.2B | ||
| Q3 25 | $13.5B | $10.8B | ||
| Q2 25 | $13.4B | $10.4B | ||
| Q1 25 | $12.8B | $9.5B | ||
| Q4 24 | $12.8B | $9.1B | ||
| Q3 24 | $12.9B | $8.9B | ||
| Q2 24 | $12.1B | $8.1B |
负债/权益比POSTVRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 2.16× | 0.74× | ||
| Q3 25 | 1.98× | 0.83× | ||
| Q2 25 | 1.84× | 0.93× | ||
| Q1 25 | 1.81× | 1.10× | ||
| Q4 24 | 1.79× | 1.20× | ||
| Q3 24 | 1.67× | 1.62× | ||
| Q2 24 | 1.62× | 1.91× |
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 | $652.8M |
| 自由现金流率自由现金流/营收 | 5.5% | 24.6% |
| 资本支出强度资本支出/营收 | 5.4% | 4.2% |
| 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 | $2.3B |
8季度趋势，按日历期对齐
经营现金流POSTVRT
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $978.9M | ||
| Q3 25 | $301.3M | $508.7M | ||
| Q2 25 | $225.9M | $322.9M | ||
| Q1 25 | $160.7M | $303.3M | ||
| Q4 24 | $310.4M | $425.2M | ||
| Q3 24 | $235.4M | $378.2M | ||
| Q2 24 | $272.3M | $378.4M |
自由现金流POSTVRT
| Q1 26 | — | $652.8M | ||
| Q4 25 | $119.3M | $885.6M | ||
| Q3 25 | $151.6M | $463.5M | ||
| Q2 25 | $94.9M | $277.9M | ||
| Q1 25 | $70.2M | $266.8M | ||
| Q4 24 | $171.4M | $364.5M | ||
| Q3 24 | $96.2M | $341.8M | ||
| Q2 24 | $161.5M | $344.3M |
自由现金流率POSTVRT
| Q1 26 | — | 24.6% | ||
| Q4 25 | 5.5% | 30.8% | ||
| Q3 25 | 6.7% | 17.3% | ||
| Q2 25 | 4.8% | 10.5% | ||
| Q1 25 | 3.6% | 13.1% | ||
| Q4 24 | 8.7% | 15.5% | ||
| Q3 24 | 4.8% | 16.5% | ||
| Q2 24 | 8.3% | 17.6% |
资本支出强度POSTVRT
| Q1 26 | — | 4.2% | ||
| Q4 25 | 5.4% | 3.2% | ||
| Q3 25 | 6.7% | 1.7% | ||
| Q2 25 | 6.6% | 1.7% | ||
| Q1 25 | 4.6% | 1.8% | ||
| Q4 24 | 7.0% | 2.6% | ||
| Q3 24 | 6.9% | 1.8% | ||
| Q2 24 | 5.7% | 1.7% |
现金转化率POSTVRT
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 2.20× | ||
| Q3 25 | 5.91× | 1.28× | ||
| Q2 25 | 2.08× | 1.00× | ||
| Q1 25 | 2.57× | 1.84× | ||
| Q4 24 | 2.74× | 2.89× | ||
| Q3 24 | 2.88× | 2.14× | ||
| Q2 24 | 2.73× | 2.12× |
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% |
VRT
暂无分部数据
