vs
Himalaya Shipping Ltd.（HSHP）与REDWOOD TRUST INC（RWT）财务数据对比。点击上方公司名可切换其他公司
Himalaya Shipping Ltd.的季度营收约是REDWOOD TRUST INC的1.2倍（$29.9M vs $25.9M），REDWOOD TRUST INC净利率更高（77.2% vs 3.7%，领先73.5%），Himalaya Shipping Ltd.同比增速更快（-4.2% vs -6.1%）
喜马拉雅航运有限公司是一家专注干散货运输的全球海运企业，运营节能环保型现代散货船船队，主要运输铁矿石、煤炭、粮食等大宗原材料，服务覆盖亚欧、美洲核心贸易航线，为全球工农业供应链提供运力支持。
Redwood Trust Inc是总部位于美国的专业房地产投资信托公司，主营住宅与商业抵押贷款、抵押贷款支持证券及房地产信贷类资产的投资管理，核心业务覆盖住宅抵押贷款发放、商业地产信贷和投资服务，客户以机构投资者和房地产市场参与者为主。
HSHP vs RWT — 直观对比
营收规模更大
HSHP
是对方的1.2倍
$25.9M
营收增速更快
HSHP
高出1.9%
-6.1%
净利率更高
RWT
高出73.5%
3.7%
损益表 — Q2 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $29.9M | $25.9M |
| 净利润 | $1.1M | $20.0M |
| 毛利率 | 76.3% | — |
| 营业利润率 | 45.5% | — |
| 净利率 | 3.7% | 77.2% |
| 营收同比 | -4.2% | -6.1% |
| 净利润同比 | -84.1% | 402.6% |
| 每股收益（稀释后） | $0.02 | $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HSHPRWT
| Q4 25 | — | $25.9M | ||
| Q3 25 | — | $15.0M | ||
| Q2 25 | $29.9M | $13.8M | ||
| Q1 25 | — | $27.9M | ||
| Q4 24 | — | $27.6M | ||
| Q3 24 | — | $25.5M | ||
| Q2 24 | $31.2M | $67.4M | ||
| Q1 24 | — | $74.5M |
净利润HSHPRWT
| Q4 25 | — | $20.0M | ||
| Q3 25 | — | $-7.7M | ||
| Q2 25 | $1.1M | $-98.5M | ||
| Q1 25 | — | $16.1M | ||
| Q4 24 | — | $-6.6M | ||
| Q3 24 | — | $14.8M | ||
| Q2 24 | $6.9M | $15.5M | ||
| Q1 24 | — | $30.3M |
毛利率HSHPRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 76.3% | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 82.1% | — | ||
| Q1 24 | — | — |
营业利润率HSHPRWT
| Q4 25 | — | — | ||
| Q3 25 | — | -9.0% | ||
| Q2 25 | 45.5% | -679.0% | ||
| Q1 25 | — | 80.2% | ||
| Q4 24 | — | -1.3% | ||
| Q3 24 | — | 86.1% | ||
| Q2 24 | 56.1% | 30.3% | ||
| Q1 24 | — | 41.3% |
净利率HSHPRWT
| Q4 25 | — | 77.2% | ||
| Q3 25 | — | -51.4% | ||
| Q2 25 | 3.7% | -712.0% | ||
| Q1 25 | — | 57.8% | ||
| Q4 24 | — | -24.0% | ||
| Q3 24 | — | 58.1% | ||
| Q2 24 | 22.1% | 23.0% | ||
| Q1 24 | — | 40.6% |
每股收益（稀释后）HSHPRWT
| Q4 25 | — | $0.11 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | $0.02 | $-0.76 | ||
| Q1 25 | — | $0.10 | ||
| Q4 24 | — | $-0.08 | ||
| Q3 24 | — | $0.09 | ||
| Q2 24 | $0.16 | $0.10 | ||
| Q1 24 | — | $0.21 |
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 | $24.7M | $255.7M |
| 总债务越低越好 | $701.3M | — |
| 股东权益账面价值 | $159.3M | $982.6M |
| 总资产 | $871.9M | $23.7B |
| 负债/权益比越低杠杆越低 | 4.40× | — |
8季度趋势，按日历期对齐
现金及短期投资HSHPRWT
| Q4 25 | — | $255.7M | ||
| Q3 25 | — | $226.3M | ||
| Q2 25 | $24.7M | $302.0M | ||
| Q1 25 | — | $259.9M | ||
| Q4 24 | — | $245.2M | ||
| Q3 24 | — | $253.7M | ||
| Q2 24 | $21.9M | $275.6M | ||
| Q1 24 | — | $275.4M |
总债务HSHPRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $701.3M | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | $725.5M | — | ||
| Q1 24 | — | $1.7B |
股东权益HSHPRWT
| Q4 25 | — | $982.6M | ||
| Q3 25 | — | $999.0M | ||
| Q2 25 | $159.3M | $1.1B | ||
| Q1 25 | — | $1.2B | ||
| Q4 24 | — | $1.2B | ||
| Q3 24 | — | $1.2B | ||
| Q2 24 | $157.2M | $1.2B | ||
| Q1 24 | — | $1.2B |
总资产HSHPRWT
| Q4 25 | — | $23.7B | ||
| Q3 25 | — | $22.6B | ||
| Q2 25 | $871.9M | $21.3B | ||
| Q1 25 | — | $19.9B | ||
| Q4 24 | — | $18.3B | ||
| Q3 24 | — | $18.4B | ||
| Q2 24 | $897.3M | $16.5B | ||
| Q1 24 | — | $15.1B |
负债/权益比HSHPRWT
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 4.40× | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | 4.61× | — | ||
| Q1 24 | — | 1.39× |
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 | $8.3M | $-10.1B |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 7.55× | -504.15× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流HSHPRWT
| Q4 25 | — | $-10.1B | ||
| Q3 25 | — | $-2.7B | ||
| Q2 25 | $8.3M | $-2.1B | ||
| Q1 25 | — | $-2.0B | ||
| Q4 24 | — | $-5.9B | ||
| Q3 24 | — | $-2.1B | ||
| Q2 24 | $17.6M | $-2.0B | ||
| Q1 24 | — | $-954.2M |
现金转化率HSHPRWT
| Q4 25 | — | -504.15× | ||
| Q3 25 | — | — | ||
| Q2 25 | 7.55× | — | ||
| Q1 25 | — | -120.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -140.86× | ||
| Q2 24 | 2.55× | -126.56× | ||
| Q1 24 | — | -31.53× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
