Post Holdings vs Samsung: Revenue, Profit and Business Model
Post Holdings reported $6.2B of revenue in FY2026 and $242.1M of net income. Samsung reported ~$236.9B of revenue in FY2025 and ~$31.4B of net income.
Latest financial snapshot
Post Holdings
- Latest revenue
- $6.2B (FY2026)
- Net income
- $242.1M
- Net margin
- 3.9%
- Revenue growth
- +2.1% a year, FY2016–FY2026
Samsung
- Latest revenue
- ~$236.9B (FY2025)
- Net income
- ~$31.4B
- Net margin
- 13.3%
- Revenue growth
- +4.5% a year, FY2021–FY2025
Financial summary
Post Holdings
Post Holdings grew net sales from $4.71 billion in fiscal 2020 to $8.158 billion in fiscal 2025, mostly through acquisitions such as the Smucker pet food brands (2023), Perfection Pet Foods (2023), Potato Products of Idaho (March 2025) and 8th Avenue Food & Provisions (July 2025). Fiscal 2025 net earnings were $335.7 million. For the nine months to June 30, 2026, net sales rose to $6.166 billion and Adjusted EBITDA to $1.191 billion, while net earnings fell 15% to $242.1 million on higher interest costs. Post does not pay a dividend and repurchased 9.1 million shares for $908.8 million in the first nine months of fiscal 2026. Management narrowed fiscal 2026 Adjusted EBITDA guidance to $1.56-$1.57 billion.
Samsung
Samsung's earnings follow the memory cycle. Revenue fell from ~$215 billion (KRW 302.2 trillion) in 2022 to ~$184 billion (KRW 258.9 trillion) in 2023 during a chip downturn, then recovered to ~$214 billion (KRW 300.9 trillion) in 2024 and ~$237 billion (KRW 333.6 trillion) in 2025, when net income reached about $31.5 billion (KRW 44.3 trillion). In 2026, AI server demand created a memory shortage. Q1 operating profit of ~$40.6 billion (KRW 57.2 trillion) exceeded the full-year 2025 total, and Q2 reached ~$63.5 billion (KRW 89.5 trillion) on ~$122 billion (KRW 171.5 trillion) revenue. Higher memory costs also squeezed Samsung's own devices: the MX and Networks unit lost ~$497 million (KRW 0.7 trillion) in Q2 2026 on ~$23.6 billion (KRW 33.2 trillion) revenue.
Revenue and profit by year
Post Holdings
| Year | Revenue | Net income | Margin | Growth | Source |
|---|---|---|---|---|---|
| FY2026 | $6.2B | $242.1M | 3.9% | -24.4% | Source |
| FY2025 | $8.2B | $335.7M | 4.1% | +3.0% | Source |
| FY2024 | $7.9B | $366.7M | 4.6% | +13.3% | Source |
| FY2023 | $7B | $301.3M | 4.3% | +19.5% | Source |
| FY2022 | $5.9B | $756.6M | 12.9% | +17.5% | Source |
| FY2021 | $5B | $166.7M | 3.3% | +5.7% | Source |
| FY2020 | $4.7B | $800,000 | 0.0% | -17.1% | Source |
| FY2019 | $5.7B | $124.7M | 2.2% | -9.2% | Source |
| FY2018 | $6.3B | $467.3M | 7.5% | +19.7% | Source |
| FY2017 | $5.2B | $48.3M | 0.9% | +4.0% | Source |
| FY2016 | $5B | -$3.3M | -0.1% | — | Source |
Samsung
| Year | Revenue | Net income | Margin | Growth | Source |
|---|---|---|---|---|---|
| FY2025 | ~$236.9B | ~$31.4B | 13.3% | +10.9% | Source |
| FY2024 | ~$213.6B | ~$23.9B | 11.2% | +16.2% | Source |
| FY2023 | ~$183.8B | ~$10.3B | 5.6% | -14.3% | Source |
| FY2022 | ~$214.6B | ~$38.9B | 18.1% | +8.1% | Source |
| FY2021 | ~$198.5B | ~$27.9B | 14.0% | — | Source |
Where the revenue comes from
Post Holdings
- Post Consumer Brands
Not formally reported
Cereal, granola, pet food, nut butters, and pantry products.
- Weetabix
Not formally reported
U.K. cereal and breakfast products.
- Foodservice
Not formally reported
Egg products and foodservice ingredients.
- Refrigerated Retail
Not formally reported
Bob Evans side dishes, sausage and egg products. The Crystal Farms dairy business was sold on May 1, 2026.
Samsung
- Memory semiconductors
- Foundry and system LSI
- Galaxy smartphones and mobile devices
- Display panels
- TVs and appliances
- Network equipment
- Harman automotive and audio
Business model and strategy
Post Holdings
How it makes money
Post makes money by manufacturing and selling packaged food through four segments. Post Consumer Brands sells branded and private-label cereal and granola (Honey Bunches of Oats, Pebbles, Malt-O-Meal), pet food (Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits) and Peter Pan peanut butter to grocery, mass and club retailers.
Growth strategy
Post grows mainly by buying businesses and integrating them into existing plants and sales teams. Recent moves include the $1.2 billion purchase of Smucker pet food brands (April 2023), Perfection Pet Foods for $235 million (December 2023), Potato Products of Idaho (March 2025) and 8th Avenue Food & Provisions (July 2025).
Competitive advantage
Post's edge is scale in less glamorous categories plus a capital-allocation discipline that treats acquisitions, debt and buybacks as interchangeable uses of cash. Michael Foods is a major supplier of value-added eggs to foodservice, Weetabix is the UK's number-one selling ready-to-eat cereal brand, and Post Consumer Brands covers both branded and private-label cereal, which lets it sell to shoppers who trade down.
Samsung
How it makes money
Samsung earns money from two groups of businesses. Device Solutions (DS) makes and sells memory (DRAM, HBM, NAND), System LSI chips such as Exynos processors and ISOCELL image sensors, and contract foundry manufacturing.
Growth strategy
Samsung's growth plan centers on AI memory: ramping HBM4 for Nvidia and AMD accelerators, developing HBM4E, and adding DRAM capacity at Pyeongtaek. In foundry it is pursuing 2nm gate-all-around production and building its Taylor, Texas fab to win customers from TSMC. On the device side it relies on Galaxy AI features, foldables and premium TVs to defend share against Apple and Chinese brands.
Competitive advantage
Samsung's edge is manufacturing scale and breadth. It is the largest memory producer and one of only three major DRAM makers, alongside SK hynix and Micron. That lets it capture pricing upswings like the 2026 AI-driven shortage.
Questions about Post Holdings vs Samsung
Which company has higher revenue — Post Holdings, Inc. or Samsung Electronics Co., Ltd.?
Post Holdings, Inc. reported $6.2B (FY2026), while Samsung Electronics Co., Ltd. reported ~$236.9B (FY2025). By last reported revenue, Samsung Electronics Co., Ltd. is the larger business, with Post Holdings, Inc. reporting a smaller revenue base. Note: these are from different fiscal years and are not a direct like-for-like comparison.
What is the market cap of Post Holdings, Inc. vs Samsung Electronics Co., Ltd.?
Post Holdings, Inc.'s market capitalisation stands at $4.7B, while Samsung Electronics Co., Ltd.'s is $1.33T. Samsung Electronics Co., Ltd. carries the higher market valuation, reflecting investors' expectations of its future earnings power relative to Post Holdings, Inc..
Which is more financially efficient — Post Holdings, Inc. or Samsung Electronics Co., Ltd.?
Post Holdings, Inc. generates $468k / employee in revenue per employee, while Samsung Electronics Co., Ltd. generates $914k / employee. Samsung Electronics Co., Ltd. shows higher revenue efficiency per headcount, though this reflects business model differences — capital-light software companies routinely outperform labour-intensive manufacturers on this metric.
How do Post Holdings, Inc. and Samsung Electronics Co., Ltd. make money?
Post Holdings, Inc. and Samsung Electronics Co., Ltd. generate revenue in fundamentally different ways. Post Holdings, Inc.: Post makes money by manufacturing and selling packaged food through four segments. Samsung Electronics Co., Ltd.: Samsung earns money from two groups of businesses.
Which company is valued higher relative to revenue — Post Holdings, Inc. or Samsung Electronics Co., Ltd.?
On a price-to-sales (P/S) basis, Post Holdings, Inc. trades at 0.8x P/S and Samsung Electronics Co., Ltd. at 5.6x P/S. Samsung Electronics Co., Ltd. commands a higher revenue multiple, typically indicating that investors expect faster growth or higher future margins compared to Post Holdings, Inc.. A higher multiple is not inherently better — it may also signal that the stock is priced for perfection.
Is Post Holdings, Inc. bigger than Samsung Electronics Co., Ltd.?
By last reported revenue, Samsung Electronics Co., Ltd. (~$236.9B (FY2025)) is the larger company compared to Post Holdings, Inc. ($6.2B (FY2026)). Revenue scale is one dimension of size — market capitalisation, employee count, and geographic reach are also relevant depending on the context.
Figures come from each company's filings and the sources linked beside them. Amounts reported in another currency are shown in US dollars at an approximate rate and marked with ~. Back to the Post Holdings vs Samsung overview