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Fabrinet（FN）与Host Hotels & Resorts（HST）财务数据对比。点击上方公司名可切换其他公司
Host Hotels & Resorts的季度营收约是Fabrinet的1.5倍（$1.6B vs $1.1B），Host Hotels & Resorts净利率更高（30.5% vs 9.9%，领先20.5%），Fabrinet同比增速更快（35.9% vs 11.6%），过去两年Fabrinet的营收复合增速更高（24.4% vs 5.9%）
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
Host Hotels & Resorts是总部位于美国马里兰州贝塞斯达的房地产投资信托企业，专注于高端酒店资产投资。截至2024年12月31日，公司在美国、巴西、加拿大共持有81家高端酒店，总客房数约4.34万间，是全球知名的酒店不动产投资机构。
FN vs HST — 直观对比
营收规模更大
HST
是对方的1.5倍
$1.1B
营收增速更快
FN
高出24.3%
11.6%
净利率更高
HST
高出20.5%
9.9%
两年增速更快
FN
近两年复合增速
5.9%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $1.6B |
| 净利润 | $112.6M | $501.0M |
| 毛利率 | 12.2% | 98.7% |
| 营业利润率 | 10.1% | 19.4% |
| 净利率 | 9.9% | 30.5% |
| 营收同比 | 35.9% | 11.6% |
| 净利润同比 | 30.0% | 99.2% |
| 每股收益（稀释后） | $3.11 | $0.72 |
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FNHST
| Q1 26 | — | $1.6B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $978.1M | $1.3B | ||
| Q2 25 | $909.7M | $1.6B | ||
| Q1 25 | $871.8M | $1.6B | ||
| Q4 24 | $833.6M | $1.4B | ||
| Q3 24 | $804.2M | $1.3B | ||
| Q2 24 | $753.3M | $1.5B |
净利润FNHST
| Q1 26 | — | $501.0M | ||
| Q4 25 | $112.6M | $135.0M | ||
| Q3 25 | $95.9M | $161.0M | ||
| Q2 25 | $87.2M | $221.0M | ||
| Q1 25 | $81.3M | $248.0M | ||
| Q4 24 | $86.6M | $108.0M | ||
| Q3 24 | $77.4M | $82.0M | ||
| Q2 24 | $81.1M | $239.0M |
毛利率FNHST
| Q1 26 | — | 98.7% | ||
| Q4 25 | 12.2% | — | ||
| Q3 25 | 11.9% | — | ||
| Q2 25 | 12.2% | — | ||
| Q1 25 | 11.7% | — | ||
| Q4 24 | 12.1% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 12.3% | — |
营业利润率FNHST
| Q1 26 | — | 19.4% | ||
| Q4 25 | 10.1% | 12.0% | ||
| Q3 25 | 9.6% | 7.6% | ||
| Q2 25 | 9.8% | 17.5% | ||
| Q1 25 | 9.0% | 17.9% | ||
| Q4 24 | 9.5% | 11.0% | ||
| Q3 24 | 9.6% | 10.2% | ||
| Q2 24 | 9.7% | 19.9% |
净利率FNHST
| Q1 26 | — | 30.5% | ||
| Q4 25 | 9.9% | 8.4% | ||
| Q3 25 | 9.8% | 12.1% | ||
| Q2 25 | 9.6% | 13.9% | ||
| Q1 25 | 9.3% | 15.6% | ||
| Q4 24 | 10.4% | 7.6% | ||
| Q3 24 | 9.6% | 6.2% | ||
| Q2 24 | 10.8% | 16.3% |
每股收益（稀释后）FNHST
| Q1 26 | — | $0.72 | ||
| Q4 25 | $3.11 | $0.20 | ||
| Q3 25 | $2.66 | $0.23 | ||
| Q2 25 | $2.41 | $0.32 | ||
| Q1 25 | $2.25 | $0.35 | ||
| Q4 24 | $2.38 | $0.15 | ||
| Q3 24 | $2.13 | $0.12 | ||
| Q2 24 | $2.22 | $0.34 |
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 | $960.8M | $1.7B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.2B | $6.8B |
| 总资产 | $3.3B | $13.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资FNHST
| Q1 26 | — | $1.7B | ||
| Q4 25 | $960.8M | $768.0M | ||
| Q3 25 | $968.8M | $539.0M | ||
| Q2 25 | $934.2M | $490.0M | ||
| Q1 25 | $950.7M | $428.0M | ||
| Q4 24 | $934.6M | $554.0M | ||
| Q3 24 | $908.9M | $564.0M | ||
| Q2 24 | $858.6M | $805.0M |
总债务FNHST
| Q1 26 | — | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $896.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益FNHST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $2.2B | $6.6B | ||
| Q3 25 | $2.1B | $6.7B | ||
| Q2 25 | $2.0B | $6.6B | ||
| Q1 25 | $1.9B | $6.7B | ||
| Q4 24 | $1.8B | $6.6B | ||
| Q3 24 | $1.8B | $6.7B | ||
| Q2 24 | $1.7B | $6.8B |
总资产FNHST
| Q1 26 | — | $13.2B | ||
| Q4 25 | $3.3B | $13.0B | ||
| Q3 25 | $3.0B | $13.0B | ||
| Q2 25 | $2.8B | $13.0B | ||
| Q1 25 | $2.6B | $12.9B | ||
| Q4 24 | $2.5B | $13.0B | ||
| Q3 24 | $2.4B | $13.1B | ||
| Q2 24 | $2.3B | $12.4B |
负债/权益比FNHST
| Q1 26 | — | — | ||
| Q4 25 | — | 0.19× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.14× | ||
| 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 | $46.3M | — |
| 自由现金流经营现金流 - 资本支出 | $-5.3M | — |
| 自由现金流率自由现金流/营收 | -0.5% | — |
| 资本支出强度资本支出/营收 | 4.6% | 7.4% |
| 现金转化率经营现金流/净利润 | 0.41× | — |
| 过去12个月自由现金流最近4个季度 | $102.3M | — |
8季度趋势，按日历期对齐
经营现金流FNHST
| Q1 26 | — | — | ||
| Q4 25 | $46.3M | $543.0M | ||
| Q3 25 | $102.6M | $218.0M | ||
| Q2 25 | $55.1M | $444.0M | ||
| Q1 25 | $74.2M | $305.0M | ||
| Q4 24 | $115.9M | $331.0M | ||
| Q3 24 | $83.2M | $349.0M | ||
| Q2 24 | $83.1M | $453.0M |
自由现金流FNHST
| Q1 26 | — | — | ||
| Q4 25 | $-5.3M | $445.0M | ||
| Q3 25 | $57.3M | $143.0M | ||
| Q2 25 | $4.7M | $381.0M | ||
| Q1 25 | $45.7M | $259.0M | ||
| Q4 24 | $94.0M | $235.0M | ||
| Q3 24 | $62.9M | $262.0M | ||
| Q2 24 | $70.4M | $409.0M |
自由现金流率FNHST
| Q1 26 | — | — | ||
| Q4 25 | -0.5% | 27.8% | ||
| Q3 25 | 5.9% | 10.7% | ||
| Q2 25 | 0.5% | 24.0% | ||
| Q1 25 | 5.2% | 16.2% | ||
| Q4 24 | 11.3% | 16.5% | ||
| Q3 24 | 7.8% | 19.9% | ||
| Q2 24 | 9.3% | 27.9% |
资本支出强度FNHST
| Q1 26 | — | 7.4% | ||
| Q4 25 | 4.6% | 6.1% | ||
| Q3 25 | 4.6% | 5.6% | ||
| Q2 25 | 5.5% | 4.0% | ||
| Q1 25 | 3.3% | 2.9% | ||
| Q4 24 | 2.6% | 6.7% | ||
| Q3 24 | 2.5% | 6.6% | ||
| Q2 24 | 1.7% | 3.0% |
现金转化率FNHST
| Q1 26 | — | — | ||
| Q4 25 | 0.41× | 4.02× | ||
| Q3 25 | 1.07× | 1.35× | ||
| Q2 25 | 0.63× | 2.01× | ||
| Q1 25 | 0.91× | 1.23× | ||
| Q4 24 | 1.34× | 3.06× | ||
| Q3 24 | 1.07× | 4.26× | ||
| Q2 24 | 1.02× | 1.90× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
HST
| Room | $943.0M | 57% |
| Food and beverage | $517.0M | 31% |
| Other | $159.0M | 10% |
| Condominium sales | $26.0M | 2% |
