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Host Hotels & Resorts（HST）とPost Holdings, Inc.（POST）の財務データ比較。上の社名をクリックして会社を切り替えられます
Post Holdings, Inc.の直近四半期売上が大きい（$2.2B vs $1.6B、Host Hotels & Resortsの約1.3倍）。Host Hotels & Resortsの純利益率が高く（30.5% vs 4.5%、差は26.0%）。Host Hotels & Resortsの前年同期比売上増加率が高い（11.6% vs 10.1%）。過去8四半期でHost Hotels & Resortsの売上複合成長率が高い（5.9% vs 4.3%）
ホスト・ホテルズ・アンド・リゾーツは米国メリーランド州ベセスダに本社を置く不動産投資信託で、高級ホテルへの投資を事業の中心としている。2024年12月31日現在、米国、ブラジル、カナダに計81軒の高級ホテル、約4万3400室を保有している。
Post Holdings, Inc.はアメリカの代表的な包装消費財食品メーカーで、主力事業にPost Consumer Brandsを有し、本社はミネソタ州レイクビルに所在します。同社が製造する各種食品は北米を中心に世界各国で販売され、多くの消費者に支持されています。
HST vs POST — 直接比較
損益計算書 — Q1 FY2026 vs Q1 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $1.6B | $2.2B |
| 純利益 | $501.0M | $96.8M |
| 粗利率 | 98.7% | 29.4% |
| 営業利益率 | 19.4% | 11.0% |
| 純利益率 | 30.5% | 4.5% |
| 売上前年比 | 11.6% | 10.1% |
| 純利益前年比 | 99.2% | -14.6% |
| EPS（希薄化後） | $0.72 | $1.71 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $2.2B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.6B | $2.0B | ||
| Q4 24 | $1.4B | $2.0B | ||
| Q3 24 | $1.3B | $2.0B | ||
| Q2 24 | $1.5B | $1.9B |
| Q1 26 | $501.0M | — | ||
| Q4 25 | $135.0M | $96.8M | ||
| Q3 25 | $161.0M | $51.0M | ||
| Q2 25 | $221.0M | $108.8M | ||
| Q1 25 | $248.0M | $62.6M | ||
| Q4 24 | $108.0M | $113.3M | ||
| Q3 24 | $82.0M | $81.6M | ||
| Q2 24 | $239.0M | $99.8M |
| Q1 26 | 98.7% | — | ||
| Q4 25 | — | 29.4% | ||
| Q3 25 | — | 26.8% | ||
| Q2 25 | — | 30.0% | ||
| Q1 25 | — | 28.0% | ||
| Q4 24 | — | 30.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 29.6% |
| Q1 26 | 19.4% | — | ||
| Q4 25 | 12.0% | 11.0% | ||
| Q3 25 | 7.6% | 7.5% | ||
| Q2 25 | 17.5% | 11.8% | ||
| Q1 25 | 17.9% | 9.3% | ||
| Q4 24 | 11.0% | 10.8% | ||
| Q3 24 | 10.2% | 9.5% | ||
| Q2 24 | 19.9% | 10.4% |
| Q1 26 | 30.5% | — | ||
| Q4 25 | 8.4% | 4.5% | ||
| Q3 25 | 12.1% | 2.3% | ||
| Q2 25 | 13.9% | 5.5% | ||
| Q1 25 | 15.6% | 3.2% | ||
| Q4 24 | 7.6% | 5.7% | ||
| Q3 24 | 6.2% | 4.1% | ||
| Q2 24 | 16.3% | 5.1% |
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.20 | $1.71 | ||
| Q3 25 | $0.23 | $0.91 | ||
| Q2 25 | $0.32 | $1.79 | ||
| Q1 25 | $0.35 | $1.03 | ||
| Q4 24 | $0.15 | $1.78 | ||
| Q3 24 | $0.12 | $1.28 | ||
| Q2 24 | $0.34 | $1.53 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $1.7B | $279.3M |
| 総負債低いほど良い | — | $7.5B |
| 株主資本純資産 | $6.8B | $3.5B |
| 総資産 | $13.2B | $13.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 2.16× |
8四半期トレンド — 暦四半期で整列
| Q1 26 | $1.7B | — | ||
| Q4 25 | $768.0M | $279.3M | ||
| Q3 25 | $539.0M | $176.7M | ||
| Q2 25 | $490.0M | $1.1B | ||
| Q1 25 | $428.0M | $617.6M | ||
| Q4 24 | $554.0M | $872.9M | ||
| Q3 24 | $564.0M | $787.4M | ||
| Q2 24 | $805.0M | $333.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | $896.0M | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B |
| Q1 26 | $6.8B | — | ||
| Q4 25 | $6.6B | $3.5B | ||
| Q3 25 | $6.7B | $3.8B | ||
| Q2 25 | $6.6B | $4.0B | ||
| Q1 25 | $6.7B | $3.8B | ||
| Q4 24 | $6.6B | $3.9B | ||
| Q3 24 | $6.7B | $4.1B | ||
| Q2 24 | $6.8B | $3.9B |
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.0B | $13.0B | ||
| Q3 25 | $13.0B | $13.5B | ||
| Q2 25 | $13.0B | $13.4B | ||
| Q1 25 | $12.9B | $12.8B | ||
| Q4 24 | $13.0B | $12.8B | ||
| Q3 24 | $13.1B | $12.9B | ||
| Q2 24 | $12.4B | $12.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.19× | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | 0.14× | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | — | $235.7M |
| フリーキャッシュフロー営業CF - 設備投資 | — | $119.3M |
| FCFマージンFCF / 売上 | — | 5.5% |
| 設備投資強度設備投資 / 売上 | 7.4% | 5.4% |
| キャッシュ転換率営業CF / 純利益 | — | 2.43× |
| 直近12ヶ月FCF直近4四半期 | — | $436.0M |
8四半期トレンド — 暦四半期で整列
| Q1 26 | — | — | ||
| Q4 25 | $543.0M | $235.7M | ||
| Q3 25 | $218.0M | $301.3M | ||
| Q2 25 | $444.0M | $225.9M | ||
| Q1 25 | $305.0M | $160.7M | ||
| Q4 24 | $331.0M | $310.4M | ||
| Q3 24 | $349.0M | $235.4M | ||
| Q2 24 | $453.0M | $272.3M |
| Q1 26 | — | — | ||
| Q4 25 | $445.0M | $119.3M | ||
| Q3 25 | $143.0M | $151.6M | ||
| Q2 25 | $381.0M | $94.9M | ||
| Q1 25 | $259.0M | $70.2M | ||
| Q4 24 | $235.0M | $171.4M | ||
| Q3 24 | $262.0M | $96.2M | ||
| Q2 24 | $409.0M | $161.5M |
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 5.5% | ||
| Q3 25 | 10.7% | 6.7% | ||
| Q2 25 | 24.0% | 4.8% | ||
| Q1 25 | 16.2% | 3.6% | ||
| Q4 24 | 16.5% | 8.7% | ||
| Q3 24 | 19.9% | 4.8% | ||
| Q2 24 | 27.9% | 8.3% |
| Q1 26 | 7.4% | — | ||
| Q4 25 | 6.1% | 5.4% | ||
| Q3 25 | 5.6% | 6.7% | ||
| Q2 25 | 4.0% | 6.6% | ||
| Q1 25 | 2.9% | 4.6% | ||
| Q4 24 | 6.7% | 7.0% | ||
| Q3 24 | 6.6% | 6.9% | ||
| Q2 24 | 3.0% | 5.7% |
| Q1 26 | — | — | ||
| Q4 25 | 4.02× | 2.43× | ||
| Q3 25 | 1.35× | 5.91× | ||
| Q2 25 | 2.01× | 2.08× | ||
| Q1 25 | 1.23× | 2.57× | ||
| Q4 24 | 3.06× | 2.74× | ||
| Q3 24 | 4.26× | 2.88× | ||
| Q2 24 | 1.90× | 2.73× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
HST
| Room | $943.0M | 57% |
| Food and beverage | $517.0M | 31% |
| Other | $159.0M | 10% |
| Condominium sales | $26.0M | 2% |
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% |
