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Post Holdings, Inc.（POST）与西部数据（WDC）财务数据对比。点击上方公司名可切换其他公司
西部数据的季度营收约是Post Holdings, Inc.的1.4倍（$3.0B vs $2.2B），西部数据净利率更高（61.1% vs 4.5%，领先56.6%），西部数据同比增速更快（31.5% vs 10.1%），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -6.6%）
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。
西部数据（简称WD）是总部位于美国加利福尼亚州圣何塞的知名数据存储企业，成立于1970年，是全球最大的硬盘驱动器（HDD）制造商之一，产品覆盖消费级、企业级等多元存储场景，为全球客户提供高性能、高可靠性的存储解决方案。
POST vs WDC — 直观对比
营收规模更大
WDC
是对方的1.4倍
$2.2B
营收增速更快
WDC
高出21.4%
10.1%
净利率更高
WDC
高出56.6%
4.5%
两年增速更快
POST
近两年复合增速
-6.6%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $3.0B |
| 净利润 | $96.8M | $1.8B |
| 毛利率 | 29.4% | 45.7% |
| 营业利润率 | 11.0% | 30.1% |
| 净利率 | 4.5% | 61.1% |
| 营收同比 | 10.1% | 31.5% |
| 净利润同比 | -14.6% | 254.2% |
| 每股收益（稀释后） | $1.71 | $4.73 |
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POSTWDC
| Q1 26 | — | $3.0B | ||
| Q4 25 | $2.2B | $2.8B | ||
| Q3 25 | $2.2B | — | ||
| Q2 25 | $2.0B | $-1.2B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $2.0B | $4.3B | ||
| Q3 24 | $2.0B | $4.1B | ||
| Q2 24 | $1.9B | $3.8B |
净利润POSTWDC
| Q1 26 | — | $1.8B | ||
| Q4 25 | $96.8M | $1.2B | ||
| Q3 25 | $51.0M | — | ||
| Q2 25 | $108.8M | $282.0M | ||
| Q1 25 | $62.6M | $520.0M | ||
| Q4 24 | $113.3M | $594.0M | ||
| Q3 24 | $81.6M | $493.0M | ||
| Q2 24 | $99.8M | $39.0M |
毛利率POSTWDC
| Q1 26 | — | 45.7% | ||
| Q4 25 | 29.4% | 43.5% | ||
| Q3 25 | 26.8% | — | ||
| Q2 25 | 30.0% | — | ||
| Q1 25 | 28.0% | 39.8% | ||
| Q4 24 | 30.1% | 35.4% | ||
| Q3 24 | 28.6% | 37.9% | ||
| Q2 24 | 29.6% | 35.9% |
营业利润率POSTWDC
| Q1 26 | — | 30.1% | ||
| Q4 25 | 11.0% | 28.1% | ||
| Q3 25 | 7.5% | — | ||
| Q2 25 | 11.8% | — | ||
| Q1 25 | 9.3% | 33.1% | ||
| Q4 24 | 10.8% | 19.9% | ||
| Q3 24 | 9.5% | 18.1% | ||
| Q2 24 | 10.4% | 5.7% |
净利率POSTWDC
| Q1 26 | — | 61.1% | ||
| Q4 25 | 4.5% | 41.9% | ||
| Q3 25 | 2.3% | — | ||
| Q2 25 | 5.5% | -24.4% | ||
| Q1 25 | 3.2% | 22.7% | ||
| Q4 24 | 5.7% | 13.9% | ||
| Q3 24 | 4.1% | 12.0% | ||
| Q2 24 | 5.1% | 1.0% |
每股收益（稀释后）POSTWDC
| Q1 26 | — | $4.73 | ||
| Q4 25 | $1.71 | $3.07 | ||
| Q3 25 | $0.91 | — | ||
| Q2 25 | $1.79 | $0.72 | ||
| Q1 25 | $1.03 | $1.42 | ||
| Q4 24 | $1.78 | $1.63 | ||
| Q3 24 | $1.28 | $1.35 | ||
| Q2 24 | $1.53 | $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 | $2.0B |
| 总债务越低越好 | $7.5B | $4.7B |
| 股东权益账面价值 | $3.5B | $7.1B |
| 总资产 | $13.0B | $15.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.65× |
8季度趋势，按日历期对齐
现金及短期投资POSTWDC
| Q1 26 | — | $2.0B | ||
| Q4 25 | $279.3M | $2.0B | ||
| Q3 25 | $176.7M | — | ||
| Q2 25 | $1.1B | $2.1B | ||
| Q1 25 | $617.6M | $3.5B | ||
| Q4 24 | $872.9M | $2.3B | ||
| Q3 24 | $787.4M | $1.7B | ||
| Q2 24 | $333.8M | $1.9B |
总债务POSTWDC
| Q1 26 | — | $4.7B | ||
| Q4 25 | $7.5B | $4.7B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | $4.7B | ||
| Q1 25 | $6.9B | $7.3B | ||
| Q4 24 | $6.9B | $7.4B | ||
| Q3 24 | $6.8B | $7.4B | ||
| Q2 24 | $6.4B | $7.4B |
股东权益POSTWDC
| Q1 26 | — | $7.1B | ||
| Q4 25 | $3.5B | $5.9B | ||
| Q3 25 | $3.8B | — | ||
| Q2 25 | $4.0B | $5.3B | ||
| Q1 25 | $3.8B | $5.2B | ||
| Q4 24 | $3.9B | $12.1B | ||
| Q3 24 | $4.1B | $11.6B | ||
| Q2 24 | $3.9B | $10.8B |
总资产POSTWDC
| Q1 26 | — | $15.6B | ||
| Q4 25 | $13.0B | $14.4B | ||
| Q3 25 | $13.5B | — | ||
| Q2 25 | $13.4B | $14.0B | ||
| Q1 25 | $12.8B | $16.4B | ||
| Q4 24 | $12.8B | $25.5B | ||
| Q3 24 | $12.9B | $24.8B | ||
| Q2 24 | $12.1B | $24.2B |
负债/权益比POSTWDC
| Q1 26 | — | 0.65× | ||
| Q4 25 | 2.16× | 0.80× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | 0.89× | ||
| Q1 25 | 1.81× | 1.42× | ||
| Q4 24 | 1.79× | 0.61× | ||
| Q3 24 | 1.67× | 0.64× | ||
| Q2 24 | 1.62× | 0.69× |
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POSTWDC
| Q1 26 | — | — | ||
| Q4 25 | $235.7M | $672.0M | ||
| Q3 25 | $301.3M | — | ||
| Q2 25 | $225.9M | $746.0M | ||
| Q1 25 | $160.7M | $508.0M | ||
| Q4 24 | $310.4M | $403.0M | ||
| Q3 24 | $235.4M | $34.0M | ||
| Q2 24 | $272.3M | $366.0M |
自由现金流POSTWDC
| Q1 26 | — | — | ||
| Q4 25 | $119.3M | $599.0M | ||
| Q3 25 | $151.6M | — | ||
| Q2 25 | $94.9M | $675.0M | ||
| Q1 25 | $70.2M | $379.0M | ||
| Q4 24 | $171.4M | $287.0M | ||
| Q3 24 | $96.2M | $-62.0M | ||
| Q2 24 | $161.5M | $250.0M |
自由现金流率POSTWDC
| Q1 26 | — | — | ||
| Q4 25 | 5.5% | 21.3% | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 4.8% | -58.5% | ||
| Q1 25 | 3.6% | 16.5% | ||
| Q4 24 | 8.7% | 6.7% | ||
| Q3 24 | 4.8% | -1.5% | ||
| Q2 24 | 8.3% | 6.6% |
资本支出强度POSTWDC
| Q1 26 | — | — | ||
| Q4 25 | 5.4% | 2.6% | ||
| Q3 25 | 6.7% | — | ||
| Q2 25 | 6.6% | -6.2% | ||
| Q1 25 | 4.6% | 5.6% | ||
| Q4 24 | 7.0% | 2.7% | ||
| Q3 24 | 6.9% | 2.3% | ||
| Q2 24 | 5.7% | 3.1% |
现金转化率POSTWDC
| Q1 26 | — | — | ||
| Q4 25 | 2.43× | 0.57× | ||
| Q3 25 | 5.91× | — | ||
| Q2 25 | 2.08× | 2.65× | ||
| Q1 25 | 2.57× | 0.98× | ||
| Q4 24 | 2.74× | 0.68× | ||
| Q3 24 | 2.88× | 0.07× | ||
| Q2 24 | 2.73× | 9.38× |
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% |
WDC
| Cloud | $2.7B | 89% |
| Client Devices | $176.0M | 6% |
| Consumer | $168.0M | 6% |
