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Post Holdings, Inc.（POST）与惠好（WY）财务数据对比。点击上方公司名可切换其他公司
Post Holdings, Inc.的季度营收约是惠好的1.4倍（$2.2B vs $1.5B），惠好净利率更高（4.8% vs 4.5%，领先0.4%），Post Holdings, Inc.同比增速更快（10.1% vs -9.8%），Post Holdings, Inc.自由现金流更多（$119.3M vs $-128.0M），过去两年Post Holdings, Inc.的营收复合增速更高（4.3% vs -7.4%）
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。
惠好是美国知名林地运营企业，在美国本土持有约1040万英亩林地，同时通过长期许可协议在加拿大管理额外1400万英亩林地。企业拥有逾百年木制品生产历史，目前以房地产投资信托（REIT）模式运营。
POST vs WY — 直观对比
营收规模更大
POST
是对方的1.4倍
$1.5B
营收增速更快
POST
高出19.9%
-9.8%
净利率更高
WY
高出0.4%
4.5%
自由现金流更多
POST
多$247.3M
$-128.0M
两年增速更快
POST
近两年复合增速
-7.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $2.2B | $1.5B |
| 净利润 | $96.8M | $74.0M |
| 毛利率 | 29.4% | 10.4% |
| 营业利润率 | 11.0% | 16.3% |
| 净利率 | 4.5% | 4.8% |
| 营收同比 | 10.1% | -9.8% |
| 净利润同比 | -14.6% | -8.6% |
| 每股收益（稀释后） | $1.71 | $0.11 |
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POSTWY
| Q4 25 | $2.2B | $1.5B | ||
| Q3 25 | $2.2B | $1.7B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.8B | ||
| Q4 24 | $2.0B | $1.7B | ||
| Q3 24 | $2.0B | $1.7B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $2.0B | $1.8B |
净利润POSTWY
| Q4 25 | $96.8M | $74.0M | ||
| Q3 25 | $51.0M | $80.0M | ||
| Q2 25 | $108.8M | $87.0M | ||
| Q1 25 | $62.6M | $83.0M | ||
| Q4 24 | $113.3M | $81.0M | ||
| Q3 24 | $81.6M | $28.0M | ||
| Q2 24 | $99.8M | $173.0M | ||
| Q1 24 | $97.2M | $114.0M |
毛利率POSTWY
| Q4 25 | 29.4% | 10.4% | ||
| Q3 25 | 26.8% | 11.9% | ||
| Q2 25 | 30.0% | 17.3% | ||
| Q1 25 | 28.0% | 19.0% | ||
| Q4 24 | 30.1% | 17.8% | ||
| Q3 24 | 28.6% | 14.9% | ||
| Q2 24 | 29.6% | 20.8% | ||
| Q1 24 | 29.0% | 19.8% |
营业利润率POSTWY
| Q4 25 | 11.0% | 16.3% | ||
| Q3 25 | 7.5% | 7.2% | ||
| Q2 25 | 11.8% | 9.4% | ||
| Q1 25 | 9.3% | 10.2% | ||
| Q4 24 | 10.8% | 8.3% | ||
| Q3 24 | 9.5% | 4.6% | ||
| Q2 24 | 10.4% | 13.9% | ||
| Q1 24 | 9.5% | 10.9% |
净利率POSTWY
| Q4 25 | 4.5% | 4.8% | ||
| Q3 25 | 2.3% | 4.7% | ||
| Q2 25 | 5.5% | 4.6% | ||
| Q1 25 | 3.2% | 4.7% | ||
| Q4 24 | 5.7% | 4.7% | ||
| Q3 24 | 4.1% | 1.7% | ||
| Q2 24 | 5.1% | 8.9% | ||
| Q1 24 | 4.9% | 6.3% |
每股收益（稀释后）POSTWY
| Q4 25 | $1.71 | $0.11 | ||
| Q3 25 | $0.91 | $0.11 | ||
| Q2 25 | $1.79 | $0.12 | ||
| Q1 25 | $1.03 | $0.11 | ||
| Q4 24 | $1.78 | $0.10 | ||
| Q3 24 | $1.28 | $0.04 | ||
| Q2 24 | $1.53 | $0.24 | ||
| Q1 24 | $1.48 | $0.16 |
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 | $464.0M |
| 总债务越低越好 | $7.5B | $5.6B |
| 股东权益账面价值 | $3.5B | $9.4B |
| 总资产 | $13.0B | $16.6B |
| 负债/权益比越低杠杆越低 | 2.16× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资POSTWY
| Q4 25 | $279.3M | $464.0M | ||
| Q3 25 | $176.7M | $401.0M | ||
| Q2 25 | $1.1B | $592.0M | ||
| Q1 25 | $617.6M | $560.0M | ||
| Q4 24 | $872.9M | $684.0M | ||
| Q3 24 | $787.4M | $877.0M | ||
| Q2 24 | $333.8M | $997.0M | ||
| Q1 24 | $333.4M | $871.0M |
总债务POSTWY
| Q4 25 | $7.5B | $5.6B | ||
| Q3 25 | $7.4B | — | ||
| Q2 25 | $7.3B | — | ||
| Q1 25 | $6.9B | — | ||
| Q4 24 | $6.9B | $5.1B | ||
| Q3 24 | $6.8B | — | ||
| Q2 24 | $6.4B | — | ||
| Q1 24 | $6.4B | — |
股东权益POSTWY
| Q4 25 | $3.5B | $9.4B | ||
| Q3 25 | $3.8B | $9.4B | ||
| Q2 25 | $4.0B | $9.5B | ||
| Q1 25 | $3.8B | $9.6B | ||
| Q4 24 | $3.9B | $9.7B | ||
| Q3 24 | $4.1B | $9.9B | ||
| Q2 24 | $3.9B | $10.0B | ||
| Q1 24 | $4.0B | $10.1B |
总资产POSTWY
| Q4 25 | $13.0B | $16.6B | ||
| Q3 25 | $13.5B | $16.7B | ||
| Q2 25 | $13.4B | $16.5B | ||
| Q1 25 | $12.8B | $16.5B | ||
| Q4 24 | $12.8B | $16.5B | ||
| Q3 24 | $12.9B | $16.7B | ||
| Q2 24 | $12.1B | $16.8B | ||
| Q1 24 | $12.2B | $16.8B |
负债/权益比POSTWY
| Q4 25 | 2.16× | 0.59× | ||
| Q3 25 | 1.98× | — | ||
| Q2 25 | 1.84× | — | ||
| Q1 25 | 1.81× | — | ||
| Q4 24 | 1.79× | 0.52× | ||
| 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 | $-114.0M |
| 自由现金流经营现金流 - 资本支出 | $119.3M | $-128.0M |
| 自由现金流率自由现金流/营收 | 5.5% | -8.3% |
| 资本支出强度资本支出/营收 | 5.4% | 0.9% |
| 现金转化率经营现金流/净利润 | 2.43× | -1.54× |
| 过去12个月自由现金流最近4个季度 | $436.0M | $511.0M |
8季度趋势，按日历期对齐
经营现金流POSTWY
| Q4 25 | $235.7M | $-114.0M | ||
| Q3 25 | $301.3M | $210.0M | ||
| Q2 25 | $225.9M | $396.0M | ||
| Q1 25 | $160.7M | $70.0M | ||
| Q4 24 | $310.4M | $218.0M | ||
| Q3 24 | $235.4M | $234.0M | ||
| Q2 24 | $272.3M | $432.0M | ||
| Q1 24 | $249.6M | $124.0M |
自由现金流POSTWY
| Q4 25 | $119.3M | $-128.0M | ||
| Q3 25 | $151.6M | $203.0M | ||
| Q2 25 | $94.9M | $388.0M | ||
| Q1 25 | $70.2M | $48.0M | ||
| Q4 24 | $171.4M | $205.0M | ||
| Q3 24 | $96.2M | $226.0M | ||
| Q2 24 | $161.5M | $423.0M | ||
| Q1 24 | $150.9M | $102.0M |
自由现金流率POSTWY
| Q4 25 | 5.5% | -8.3% | ||
| Q3 25 | 6.7% | 11.8% | ||
| Q2 25 | 4.8% | 20.6% | ||
| Q1 25 | 3.6% | 2.7% | ||
| Q4 24 | 8.7% | 12.0% | ||
| Q3 24 | 4.8% | 13.4% | ||
| Q2 24 | 8.3% | 21.8% | ||
| Q1 24 | 7.5% | 5.7% |
资本支出强度POSTWY
| Q4 25 | 5.4% | 0.9% | ||
| Q3 25 | 6.7% | 0.4% | ||
| Q2 25 | 6.6% | 0.4% | ||
| Q1 25 | 4.6% | 1.2% | ||
| Q4 24 | 7.0% | 0.8% | ||
| Q3 24 | 6.9% | 0.5% | ||
| Q2 24 | 5.7% | 0.5% | ||
| Q1 24 | 4.9% | 1.2% |
现金转化率POSTWY
| Q4 25 | 2.43× | -1.54× | ||
| Q3 25 | 5.91× | 2.63× | ||
| Q2 25 | 2.08× | 4.55× | ||
| Q1 25 | 2.57× | 0.84× | ||
| Q4 24 | 2.74× | 2.69× | ||
| Q3 24 | 2.88× | 8.36× | ||
| Q2 24 | 2.73× | 2.50× | ||
| Q1 24 | 2.57× | 1.09× |
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% |
WY
暂无分部数据
