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Host Hotels & Resorts（HST）与Nomad Foods Ltd（NOMD）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Nomad Foods Ltd的1.9倍（$1.6B vs $834.9M），Host Hotels & Resorts同比增速更快（12.3% vs -2.6%），Host Hotels & Resorts自由现金流更多（$445.0M vs $272.4M）
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。
游牧食品（Nomad Foods）是欧洲最大的冷冻食品企业，总部位于英国，业务覆盖22个欧洲市场，从事冷冻食品的生产、销售与配送工作。旗下拥有Birds Eye、Ledo、Iglo、Findus、Frikom等知名品牌，核心产品包括鱼条、奶油菠菜、豌豆、鸡肉类冷冻食品，在纽交所上市，股票代码为NOMD。
HST vs NOMD — 直观对比
营收规模更大
HST
是对方的1.9倍
$834.9M
营收增速更快
HST
高出14.8%
-2.6%
自由现金流更多
HST
多$172.6M
$272.4M
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $834.9M |
| 净利润 | $135.0M | — |
| 毛利率 | — | 25.6% |
| 营业利润率 | 12.0% | 9.1% |
| 净利率 | 8.4% | — |
| 营收同比 | 12.3% | -2.6% |
| 净利润同比 | 25.0% | — |
| 每股收益（稀释后） | $0.20 | — |
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HSTNOMD
| Q4 25 | $1.6B | $834.9M | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.4B | $856.9M | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.5B | — | ||
| Q1 24 | $1.5B | — |
净利润HSTNOMD
| Q4 25 | $135.0M | — | ||
| Q3 25 | $161.0M | — | ||
| Q2 25 | $221.0M | — | ||
| Q1 25 | $248.0M | — | ||
| Q4 24 | $108.0M | $55.5M | ||
| Q3 24 | $82.0M | — | ||
| Q2 24 | $239.0M | — | ||
| Q1 24 | $268.0M | — |
毛利率HSTNOMD
| Q4 25 | — | 25.6% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 28.5% | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
营业利润率HSTNOMD
| Q4 25 | 12.0% | 9.1% | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 17.5% | — | ||
| Q1 25 | 17.9% | — | ||
| Q4 24 | 11.0% | 11.5% | ||
| Q3 24 | 10.2% | — | ||
| Q2 24 | 19.9% | — | ||
| Q1 24 | 19.8% | — |
净利率HSTNOMD
| Q4 25 | 8.4% | — | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 13.9% | — | ||
| Q1 25 | 15.6% | — | ||
| Q4 24 | 7.6% | 6.5% | ||
| Q3 24 | 6.2% | — | ||
| Q2 24 | 16.3% | — | ||
| Q1 24 | 18.2% | — |
每股收益（稀释后）HSTNOMD
| Q4 25 | $0.20 | — | ||
| Q3 25 | $0.23 | — | ||
| Q2 25 | $0.32 | — | ||
| Q1 25 | $0.35 | — | ||
| Q4 24 | $0.15 | — | ||
| Q3 24 | $0.12 | — | ||
| Q2 24 | $0.34 | — | ||
| Q1 24 | $0.38 | — |
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 | $768.0M | — |
| 总债务越低越好 | $1.3B | $2.5B |
| 股东权益账面价值 | $6.6B | $2.7B |
| 总资产 | $13.0B | $6.8B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.92× |
8季度趋势，按日历期对齐
现金及短期投资HSTNOMD
| Q4 25 | $768.0M | — | ||
| Q3 25 | $539.0M | — | ||
| Q2 25 | $490.0M | — | ||
| Q1 25 | $428.0M | — | ||
| Q4 24 | $554.0M | — | ||
| Q3 24 | $564.0M | — | ||
| Q2 24 | $805.0M | — | ||
| Q1 24 | $1.3B | — |
总债务HSTNOMD
| Q4 25 | $1.3B | $2.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $896.0M | $2.4B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HSTNOMD
| Q4 25 | $6.6B | $2.7B | ||
| Q3 25 | $6.7B | — | ||
| Q2 25 | $6.6B | — | ||
| Q1 25 | $6.7B | — | ||
| Q4 24 | $6.6B | $2.9B | ||
| Q3 24 | $6.7B | — | ||
| Q2 24 | $6.8B | — | ||
| Q1 24 | $6.7B | — |
总资产HSTNOMD
| Q4 25 | $13.0B | $6.8B | ||
| Q3 25 | $13.0B | — | ||
| Q2 25 | $13.0B | — | ||
| Q1 25 | $12.9B | — | ||
| Q4 24 | $13.0B | $6.9B | ||
| Q3 24 | $13.1B | — | ||
| Q2 24 | $12.4B | — | ||
| Q1 24 | $12.5B | — |
负债/权益比HSTNOMD
| Q4 25 | 0.19× | 0.92× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.14× | 0.82× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $543.0M | $357.2M |
| 自由现金流经营现金流 - 资本支出 | $445.0M | $272.4M |
| 自由现金流率自由现金流/营收 | 27.8% | 32.6% |
| 资本支出强度资本支出/营收 | 6.1% | 10.2% |
| 现金转化率经营现金流/净利润 | 4.02× | — |
| 过去12个月自由现金流最近4个季度 | $1.2B | $1.3B |
8季度趋势，按日历期对齐
经营现金流HSTNOMD
| Q4 25 | $543.0M | $357.2M | ||
| Q3 25 | $218.0M | — | ||
| Q2 25 | $444.0M | — | ||
| Q1 25 | $305.0M | — | ||
| Q4 24 | $331.0M | $470.2M | ||
| Q3 24 | $349.0M | — | ||
| Q2 24 | $453.0M | — | ||
| Q1 24 | $365.0M | — |
自由现金流HSTNOMD
| Q4 25 | $445.0M | $272.4M | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $381.0M | — | ||
| Q1 25 | $259.0M | — | ||
| Q4 24 | $235.0M | $383.5M | ||
| Q3 24 | $262.0M | — | ||
| Q2 24 | $409.0M | — | ||
| Q1 24 | $332.0M | — |
自由现金流率HSTNOMD
| Q4 25 | 27.8% | 32.6% | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 24.0% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | 16.5% | 44.8% | ||
| Q3 24 | 19.9% | — | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 22.6% | — |
资本支出强度HSTNOMD
| Q4 25 | 6.1% | 10.2% | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.0% | — | ||
| Q1 25 | 2.9% | — | ||
| Q4 24 | 6.7% | 10.1% | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 2.2% | — |
现金转化率HSTNOMD
| Q4 25 | 4.02× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 2.01× | — | ||
| Q1 25 | 1.23× | — | ||
| Q4 24 | 3.06× | 8.47× | ||
| Q3 24 | 4.26× | — | ||
| Q2 24 | 1.90× | — | ||
| Q1 24 | 1.36× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
