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Host Hotels & Resorts（HST）与IES Holdings, Inc.（IESC）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IES Holdings, Inc.的1.9倍（$1.6B vs $871.0M），Host Hotels & Resorts净利率更高（30.5% vs 10.5%，领先19.9%），IES Holdings, Inc.同比增速更快（16.2% vs 11.6%），过去两年IES Holdings, Inc.的营收复合增速更高（11.1% vs 5.9%）
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。
IES Holdings, Inc.前身为Integrated Electrical Services, Inc.，主营业务为集成电气及技术系统的设计与安装，同时面向数据中心、住宅、商业和工业设施等多元终端市场提供基础设施类产品及相关服务。
HST vs IESC — 直观对比
营收规模更大
HST
是对方的1.9倍
$871.0M
营收增速更快
IESC
高出4.6%
11.6%
净利率更高
HST
高出19.9%
10.5%
两年增速更快
IESC
近两年复合增速
5.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $871.0M |
| 净利润 | $501.0M | $91.8M |
| 毛利率 | 98.7% | 25.3% |
| 营业利润率 | 19.4% | 11.2% |
| 净利率 | 30.5% | 10.5% |
| 营收同比 | 11.6% | 16.2% |
| 净利润同比 | 99.2% | 59.1% |
| 每股收益（稀释后） | $0.72 | $4.51 |
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HSTIESC
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.6B | $871.0M | ||
| Q3 25 | $1.3B | $897.8M | ||
| Q2 25 | $1.6B | $890.2M | ||
| Q1 25 | $1.6B | $834.0M | ||
| Q4 24 | $1.4B | $749.5M | ||
| Q3 24 | $1.3B | $775.8M | ||
| Q2 24 | $1.5B | $768.4M |
净利润HSTIESC
| Q1 26 | $501.0M | — | ||
| Q4 25 | $135.0M | $91.8M | ||
| Q3 25 | $161.0M | $102.3M | ||
| Q2 25 | $221.0M | $79.3M | ||
| Q1 25 | $248.0M | $72.6M | ||
| Q4 24 | $108.0M | $57.7M | ||
| Q3 24 | $82.0M | $65.5M | ||
| Q2 24 | $239.0M | $66.6M |
毛利率HSTIESC
| Q1 26 | 98.7% | — | ||
| Q4 25 | — | 25.3% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 26.9% | ||
| Q1 25 | — | 25.0% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率HSTIESC
| Q1 26 | 19.4% | — | ||
| Q4 25 | 12.0% | 11.2% | ||
| Q3 25 | 7.6% | 11.6% | ||
| Q2 25 | 17.5% | 12.6% | ||
| Q1 25 | 17.9% | 11.1% | ||
| Q4 24 | 11.0% | 10.0% | ||
| Q3 24 | 10.2% | 9.7% | ||
| Q2 24 | 19.9% | 11.7% |
净利率HSTIESC
| Q1 26 | 30.5% | — | ||
| Q4 25 | 8.4% | 10.5% | ||
| Q3 25 | 12.1% | 11.4% | ||
| Q2 25 | 13.9% | 8.9% | ||
| Q1 25 | 15.6% | 8.7% | ||
| Q4 24 | 7.6% | 7.7% | ||
| Q3 24 | 6.2% | 8.4% | ||
| Q2 24 | 16.3% | 8.7% |
每股收益（稀释后）HSTIESC
| Q1 26 | $0.72 | — | ||
| Q4 25 | $0.20 | $4.51 | ||
| Q3 25 | $0.23 | $4.99 | ||
| Q2 25 | $0.32 | $3.81 | ||
| Q1 25 | $0.35 | $3.50 | ||
| Q4 24 | $0.15 | $2.72 | ||
| Q3 24 | $0.12 | $3.06 | ||
| Q2 24 | $0.34 | $2.67 |
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 | $1.7B | $258.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.8B | $961.1M |
| 总资产 | $13.2B | $1.7B |
| 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HSTIESC
| Q1 26 | $1.7B | — | ||
| Q4 25 | $768.0M | $258.7M | ||
| Q3 25 | $539.0M | $231.8M | ||
| Q2 25 | $490.0M | $168.3M | ||
| Q1 25 | $428.0M | $88.3M | ||
| Q4 24 | $554.0M | $112.0M | ||
| Q3 24 | $564.0M | $135.8M | ||
| Q2 24 | $805.0M | $44.9M |
总债务HSTIESC
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $896.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益HSTIESC
| Q1 26 | $6.8B | — | ||
| Q4 25 | $6.6B | $961.1M | ||
| Q3 25 | $6.7B | $884.0M | ||
| Q2 25 | $6.6B | $781.4M | ||
| Q1 25 | $6.7B | $705.8M | ||
| Q4 24 | $6.6B | $652.4M | ||
| Q3 24 | $6.7B | $611.1M | ||
| Q2 24 | $6.8B | $567.5M |
总资产HSTIESC
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.0B | $1.7B | ||
| Q3 25 | $13.0B | $1.6B | ||
| Q2 25 | $13.0B | $1.5B | ||
| Q1 25 | $12.9B | $1.4B | ||
| Q4 24 | $13.0B | $1.3B | ||
| Q3 24 | $13.1B | $1.2B | ||
| Q2 24 | $12.4B | $1.2B |
负债/权益比HSTIESC
| 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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-18.9M |
| 自由现金流率自由现金流/营收 | — | -2.2% |
| 资本支出强度资本支出/营收 | 7.4% | 5.3% |
| 现金转化率经营现金流/净利润 | — | 0.30× |
| 过去12个月自由现金流最近4个季度 | — | $175.9M |
8季度趋势，按日历期对齐
经营现金流HSTIESC
| Q1 26 | — | — | ||
| Q4 25 | $543.0M | $27.7M | ||
| Q3 25 | $218.0M | $132.0M | ||
| Q2 25 | $444.0M | $92.0M | ||
| Q1 25 | $305.0M | $24.8M | ||
| Q4 24 | $331.0M | $37.3M | ||
| Q3 24 | $349.0M | $92.8M | ||
| Q2 24 | $453.0M | $82.9M |
自由现金流HSTIESC
| Q1 26 | — | — | ||
| Q4 25 | $445.0M | $-18.9M | ||
| Q3 25 | $143.0M | $112.0M | ||
| Q2 25 | $381.0M | $74.8M | ||
| Q1 25 | $259.0M | $7.9M | ||
| Q4 24 | $235.0M | $24.1M | ||
| Q3 24 | $262.0M | $78.5M | ||
| Q2 24 | $409.0M | $65.4M |
自由现金流率HSTIESC
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | -2.2% | ||
| Q3 25 | 10.7% | 12.5% | ||
| Q2 25 | 24.0% | 8.4% | ||
| Q1 25 | 16.2% | 0.9% | ||
| Q4 24 | 16.5% | 3.2% | ||
| Q3 24 | 19.9% | 10.1% | ||
| Q2 24 | 27.9% | 8.5% |
资本支出强度HSTIESC
| Q1 26 | 7.4% | — | ||
| Q4 25 | 6.1% | 5.3% | ||
| Q3 25 | 5.6% | 2.2% | ||
| Q2 25 | 4.0% | 1.9% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 6.7% | 1.8% | ||
| Q3 24 | 6.6% | 1.8% | ||
| Q2 24 | 3.0% | 2.3% |
现金转化率HSTIESC
| Q1 26 | — | — | ||
| Q4 25 | 4.02× | 0.30× | ||
| Q3 25 | 1.35× | 1.29× | ||
| Q2 25 | 2.01× | 1.16× | ||
| Q1 25 | 1.23× | 0.34× | ||
| Q4 24 | 3.06× | 0.65× | ||
| Q3 24 | 4.26× | 1.42× | ||
| Q2 24 | 1.90× | 1.24× |
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
HST
| Room | $943.0M | 57% |
| Food and beverage | $517.0M | 31% |
| Other | $159.0M | 10% |
| Condominium sales | $26.0M | 2% |
IESC
| Communications | $351.9M | 40% |
| Single Family Electrical Contracts | $137.0M | 16% |
| Custom Engineered Solutions | $116.0M | 13% |
| Commercialand Industrial | $94.8M | 11% |
| Single Family Contracts Plumbing HVAC | $82.9M | 10% |
| Multi Familyand Other | $64.2M | 7% |
| Industrial Services | $24.2M | 3% |
