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FIRST HAWAIIAN, INC.（FHB）与null（JACK）财务数据对比。点击上方公司名可切换其他公司
null的季度营收约是FIRST HAWAIIAN, INC.的1.6倍（$349.5M vs $220.3M），FIRST HAWAIIAN, INC.净利率更高（30.8% vs -0.7%，领先31.5%），过去两年FIRST HAWAIIAN, INC.的营收复合增速更高（3.8% vs -18.6%）
第一夏威夷公司是总部位于夏威夷檀香山的银行控股企业，核心子公司第一夏威夷银行成立于1858年，是夏威夷历史最悠久、规模最大的金融机构，总部设在檀香山第一夏威夷中心。该行在夏威夷设有57家分支机构，关岛有3家，塞班岛有1家，为个人及商业客户提供存款、贷款、财富管理、保险、私人银行等多元金融服务。
杰克盒子是源自美国的连锁快餐品牌，1951年由罗伯特·O·彼得森在加利福尼亚州圣迭戈创立，总部也设于此。品牌目前拥有超过2200家门店，业务主要覆盖美国西海岸，在西海岸以外的多个大都市区域以及关岛也设有门店。2017年12月前该公司曾运营Qdoba墨西哥烧烤连锁品牌，后该品牌被阿波罗全球管理收购。
FHB vs JACK — 直观对比
营收规模更大
JACK
是对方的1.6倍
$220.3M
净利率更高
FHB
高出31.5%
-0.7%
两年增速更快
FHB
近两年复合增速
-18.6%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $220.3M | $349.5M |
| 净利润 | $67.8M | $-2.5M |
| 毛利率 | — | — |
| 营业利润率 | — | 13.3% |
| 净利率 | 30.8% | -0.7% |
| 营收同比 | — | -25.5% |
| 净利润同比 | 14.4% | -107.3% |
| 每股收益（稀释后） | $0.55 | $-0.13 |
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FHBJACK
| Q1 26 | $220.3M | $349.5M | ||
| Q4 25 | $225.9M | — | ||
| Q3 25 | $226.4M | — | ||
| Q2 25 | $217.5M | $336.7M | ||
| Q1 25 | $211.0M | $371.1M | ||
| Q4 24 | $188.1M | — | ||
| Q3 24 | $210.0M | — | ||
| Q2 24 | $204.6M | $365.3M |
净利润FHBJACK
| Q1 26 | $67.8M | $-2.5M | ||
| Q4 25 | $69.9M | — | ||
| Q3 25 | $73.8M | — | ||
| Q2 25 | $73.2M | $-142.2M | ||
| Q1 25 | $59.2M | $33.7M | ||
| Q4 24 | $52.5M | — | ||
| Q3 24 | $61.5M | — | ||
| Q2 24 | $61.9M | $25.0M |
营业利润率FHBJACK
| Q1 26 | — | 13.3% | ||
| Q4 25 | 41.2% | — | ||
| Q3 25 | 42.5% | — | ||
| Q2 25 | 40.5% | -46.7% | ||
| Q1 25 | 36.5% | 19.0% | ||
| Q4 24 | 34.4% | — | ||
| Q3 24 | 36.4% | — | ||
| Q2 24 | 39.5% | 14.8% |
净利率FHBJACK
| Q1 26 | 30.8% | -0.7% | ||
| Q4 25 | 31.0% | — | ||
| Q3 25 | 32.6% | — | ||
| Q2 25 | 33.7% | -42.2% | ||
| Q1 25 | 28.1% | 9.1% | ||
| Q4 24 | 27.9% | — | ||
| Q3 24 | 29.3% | — | ||
| Q2 24 | 30.3% | 6.8% |
每股收益（稀释后）FHBJACK
| Q1 26 | $0.55 | $-0.13 | ||
| Q4 25 | $0.56 | — | ||
| Q3 25 | $0.59 | — | ||
| Q2 25 | $0.58 | $-7.47 | ||
| Q1 25 | $0.47 | $1.75 | ||
| Q4 24 | $0.41 | — | ||
| Q3 24 | $0.48 | — | ||
| Q2 24 | $0.48 | $1.26 |
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 | — | — |
| 总债务越低越好 | $0 | $1.6B |
| 股东权益账面价值 | $2.8B | $-936.0M |
| 总资产 | $24.3B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.00× | — |
8季度趋势，按日历期对齐
总债务FHBJACK
| Q1 26 | $0 | $1.6B | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $1.7B | ||
| Q1 25 | — | $1.7B | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $1.7B |
股东权益FHBJACK
| Q1 26 | $2.8B | $-936.0M | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | — | ||
| Q2 25 | $2.7B | $-976.2M | ||
| Q1 25 | $2.6B | $-827.1M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.6B | $-702.6M |
总资产FHBJACK
| Q1 26 | $24.3B | $2.0B | ||
| Q4 25 | $24.0B | — | ||
| Q3 25 | $24.1B | — | ||
| Q2 25 | $23.8B | $2.6B | ||
| Q1 25 | $23.7B | $2.8B | ||
| Q4 24 | $23.8B | — | ||
| Q3 24 | $23.8B | — | ||
| Q2 24 | $24.0B | $2.9B |
负债/权益比FHBJACK
| Q1 26 | 0.00× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $30.5M |
| 自由现金流经营现金流 - 资本支出 | — | $7.3M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 6.6% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $34.8M |
8季度趋势，按日历期对齐
经营现金流FHBJACK
| Q1 26 | — | $30.5M | ||
| Q4 25 | $335.1M | — | ||
| Q3 25 | $57.1M | — | ||
| Q2 25 | $136.4M | $-36.8M | ||
| Q1 25 | $36.7M | $105.7M | ||
| Q4 24 | $317.5M | — | ||
| Q3 24 | $58.9M | — | ||
| Q2 24 | $78.2M | $16.7M |
自由现金流FHBJACK
| Q1 26 | — | $7.3M | ||
| Q4 25 | $303.3M | — | ||
| Q3 25 | $49.5M | — | ||
| Q2 25 | $125.2M | $-63.2M | ||
| Q1 25 | $28.6M | $84.4M | ||
| Q4 24 | $288.7M | — | ||
| Q3 24 | $52.3M | — | ||
| Q2 24 | $72.2M | $6.4M |
自由现金流率FHBJACK
| Q1 26 | — | 2.1% | ||
| Q4 25 | 134.3% | — | ||
| Q3 25 | 21.9% | — | ||
| Q2 25 | 57.5% | -18.8% | ||
| Q1 25 | 13.6% | 22.7% | ||
| Q4 24 | 153.5% | — | ||
| Q3 24 | 24.9% | — | ||
| Q2 24 | 35.3% | 1.8% |
资本支出强度FHBJACK
| Q1 26 | — | 6.6% | ||
| Q4 25 | 14.1% | — | ||
| Q3 25 | 3.3% | — | ||
| Q2 25 | 5.2% | 7.9% | ||
| Q1 25 | 3.8% | 5.7% | ||
| Q4 24 | 15.3% | — | ||
| Q3 24 | 3.1% | — | ||
| Q2 24 | 2.9% | 2.8% |
现金转化率FHBJACK
| Q1 26 | — | — | ||
| Q4 25 | 4.79× | — | ||
| Q3 25 | 0.77× | — | ||
| Q2 25 | 1.86× | — | ||
| Q1 25 | 0.62× | 3.14× | ||
| Q4 24 | 6.05× | — | ||
| Q3 24 | 0.96× | — | ||
| Q2 24 | 1.26× | 0.67× |
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
FHB
| Net Interest Income | $167.5M | 76% |
| Noninterest Income | $52.8M | 24% |
JACK
| Restaurant Sales | $131.9M | 38% |
| Franchise | $97.4M | 28% |
| Royaltyand Other | $58.9M | 17% |
| Advertising | $56.6M | 16% |
| Technology Service | $4.7M | 1% |
| Franchise Fees | $1.7M | 0% |
