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Host Hotels & Resorts（HST）与J.B. Hunt（JBHT）财务数据对比。点击上方公司名可切换其他公司
J.B. Hunt的季度营收约是Host Hotels & Resorts的1.9倍（$3.1B vs $1.6B），Host Hotels & Resorts净利率更高（30.5% vs 4.6%，领先25.8%），Host Hotels & Resorts同比增速更快（11.6% vs 4.6%），过去两年Host Hotels & Resorts的营收复合增速更高（5.9% vs 2.2%）
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。
J.B.亨特运输服务公司是总部位于美国阿肯色州洛厄尔的运输物流企业，1961年8月10日由约翰尼·布莱恩·亨特与乔内尔·亨特在阿肯色州创立。截至1983年，公司已成为美国第80大卡车运输企业，营收达6.2347亿美元，当时运营550台牵引车、1049辆挂车，拥有约1050名员工。
HST vs JBHT — 直观对比
营收规模更大
JBHT
是对方的1.9倍
$1.6B
营收增速更快
HST
高出7.0%
4.6%
净利率更高
HST
高出25.8%
4.6%
两年增速更快
HST
近两年复合增速
2.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $3.1B |
| 净利润 | $501.0M | $141.6M |
| 毛利率 | 98.7% | — |
| 营业利润率 | 19.4% | 6.8% |
| 净利率 | 30.5% | 4.6% |
| 营收同比 | 11.6% | 4.6% |
| 净利润同比 | 99.2% | 20.2% |
| 每股收益（稀释后） | $0.72 | $1.49 |
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HSTJBHT
| Q1 26 | $1.6B | $3.1B | ||
| Q4 25 | $1.6B | $3.1B | ||
| Q3 25 | $1.3B | $3.1B | ||
| Q2 25 | $1.6B | $2.9B | ||
| Q1 25 | $1.6B | $2.9B | ||
| Q4 24 | $1.4B | $3.1B | ||
| Q3 24 | $1.3B | $3.1B | ||
| Q2 24 | $1.5B | $2.9B |
净利润HSTJBHT
| Q1 26 | $501.0M | $141.6M | ||
| Q4 25 | $135.0M | $181.1M | ||
| Q3 25 | $161.0M | $170.8M | ||
| Q2 25 | $221.0M | $128.6M | ||
| Q1 25 | $248.0M | $117.7M | ||
| Q4 24 | $108.0M | $155.5M | ||
| Q3 24 | $82.0M | $152.1M | ||
| Q2 24 | $239.0M | $135.9M |
毛利率HSTJBHT
| Q1 26 | 98.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率HSTJBHT
| Q1 26 | 19.4% | 6.8% | ||
| Q4 25 | 12.0% | 8.0% | ||
| Q3 25 | 7.6% | 7.9% | ||
| Q2 25 | 17.5% | 6.7% | ||
| Q1 25 | 17.9% | 6.1% | ||
| Q4 24 | 11.0% | 6.6% | ||
| Q3 24 | 10.2% | 7.3% | ||
| Q2 24 | 19.9% | 7.0% |
净利率HSTJBHT
| Q1 26 | 30.5% | 4.6% | ||
| Q4 25 | 8.4% | 5.8% | ||
| Q3 25 | 12.1% | 5.6% | ||
| Q2 25 | 13.9% | 4.4% | ||
| Q1 25 | 15.6% | 4.0% | ||
| Q4 24 | 7.6% | 4.9% | ||
| Q3 24 | 6.2% | 5.0% | ||
| Q2 24 | 16.3% | 4.6% |
每股收益（稀释后）HSTJBHT
| Q1 26 | $0.72 | $1.49 | ||
| Q4 25 | $0.20 | $1.88 | ||
| Q3 25 | $0.23 | $1.76 | ||
| Q2 25 | $0.32 | $1.31 | ||
| Q1 25 | $0.35 | $1.17 | ||
| Q4 24 | $0.15 | $1.53 | ||
| Q3 24 | $0.12 | $1.49 | ||
| Q2 24 | $0.34 | $1.32 |
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 | $4.6M |
| 总债务越低越好 | — | $1.3B |
| 股东权益账面价值 | $6.8B | $3.6B |
| 总资产 | $13.2B | — |
| 负债/权益比越低杠杆越低 | — | 0.36× |
8季度趋势，按日历期对齐
现金及短期投资HSTJBHT
| Q1 26 | $1.7B | $4.6M | ||
| Q4 25 | $768.0M | $17.3M | ||
| Q3 25 | $539.0M | $52.3M | ||
| Q2 25 | $490.0M | $50.9M | ||
| Q1 25 | $428.0M | $43.4M | ||
| Q4 24 | $554.0M | $47.0M | ||
| Q3 24 | $564.0M | $120.0M | ||
| Q2 24 | $805.0M | $53.5M |
总债务HSTJBHT
| Q1 26 | — | $1.3B | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $896.0M | $977.7M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | — | $1.5B |
股东权益HSTJBHT
| Q1 26 | $6.8B | $3.6B | ||
| Q4 25 | $6.6B | $3.6B | ||
| Q3 25 | $6.7B | $3.6B | ||
| Q2 25 | $6.6B | $3.7B | ||
| Q1 25 | $6.7B | $3.9B | ||
| Q4 24 | $6.6B | $4.0B | ||
| Q3 24 | $6.7B | $4.0B | ||
| Q2 24 | $6.8B | $4.1B |
总资产HSTJBHT
| Q1 26 | $13.2B | — | ||
| Q4 25 | $13.0B | $7.9B | ||
| Q3 25 | $13.0B | $8.1B | ||
| Q2 25 | $13.0B | $8.2B | ||
| Q1 25 | $12.9B | $8.3B | ||
| Q4 24 | $13.0B | $8.3B | ||
| Q3 24 | $13.1B | $8.3B | ||
| Q2 24 | $12.4B | $8.4B |
负债/权益比HSTJBHT
| Q1 26 | — | 0.36× | ||
| Q4 25 | 0.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.14× | 0.24× | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | 0.36× |
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 | — | $353.0M |
| 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 | 7.4% | 2.3% |
| 现金转化率经营现金流/净利润 | — | 2.49× |
| 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HSTJBHT
| Q1 26 | — | $353.0M | ||
| Q4 25 | $543.0M | $385.6M | ||
| Q3 25 | $218.0M | $486.4M | ||
| Q2 25 | $444.0M | $402.1M | ||
| Q1 25 | $305.0M | $404.2M | ||
| Q4 24 | $331.0M | $317.6M | ||
| Q3 24 | $349.0M | $338.5M | ||
| Q2 24 | $453.0M | $360.6M |
自由现金流HSTJBHT
| Q1 26 | — | — | ||
| Q4 25 | $445.0M | $251.3M | ||
| Q3 25 | $143.0M | $352.4M | ||
| Q2 25 | $381.0M | $185.6M | ||
| Q1 25 | $259.0M | $158.4M | ||
| Q4 24 | $235.0M | $93.3M | ||
| Q3 24 | $262.0M | $163.1M | ||
| Q2 24 | $409.0M | $98.2M |
自由现金流率HSTJBHT
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 8.1% | ||
| Q3 25 | 10.7% | 11.5% | ||
| Q2 25 | 24.0% | 6.3% | ||
| Q1 25 | 16.2% | 5.4% | ||
| Q4 24 | 16.5% | 3.0% | ||
| Q3 24 | 19.9% | 5.3% | ||
| Q2 24 | 27.9% | 3.4% |
资本支出强度HSTJBHT
| Q1 26 | 7.4% | 2.3% | ||
| Q4 25 | 6.1% | 4.3% | ||
| Q3 25 | 5.6% | 4.4% | ||
| Q2 25 | 4.0% | 7.4% | ||
| Q1 25 | 2.9% | 8.4% | ||
| Q4 24 | 6.7% | 7.1% | ||
| Q3 24 | 6.6% | 5.7% | ||
| Q2 24 | 3.0% | 9.0% |
现金转化率HSTJBHT
| Q1 26 | — | 2.49× | ||
| Q4 25 | 4.02× | 2.13× | ||
| Q3 25 | 1.35× | 2.85× | ||
| Q2 25 | 2.01× | 3.13× | ||
| Q1 25 | 1.23× | 3.43× | ||
| Q4 24 | 3.06× | 2.04× | ||
| Q3 24 | 4.26× | 2.23× | ||
| Q2 24 | 1.90× | 2.65× |
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% |
JBHT
| Intermodal | $1.5B | 49% |
| Dedicated | $840.6M | 28% |
| Integrated Capacity Solutions | $322.7M | 11% |
| Truckload | $205.4M | 7% |
| Final Mile Services | $188.0M | 6% |
