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Host Hotels & Resorts（HST）与StandardAero, Inc.（SARO）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StandardAero, Inc.的1.0倍（$1.6B vs $1.6B），Host Hotels & Resorts净利率更高（8.4% vs 4.9%，领先3.5%），StandardAero, Inc.同比增速更快（13.5% vs 12.3%），Host Hotels & Resorts自由现金流更多（$445.0M vs $307.3M），过去两年StandardAero, Inc.的营收复合增速更高（13.8% vs 4.4%）
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。
StandardAero Inc.是总部位于美国亚利桑那州斯科茨代尔的专业维护、维修及大修（MRO）服务提供商，深耕相关领域多年，服务覆盖航空等多个行业，可为客户提供高效可靠的定制化运维解决方案。
HST vs SARO — 直观对比
营收规模更大
HST
是对方的1.0倍
$1.6B
营收增速更快
SARO
高出1.3%
12.3%
净利率更高
HST
高出3.5%
4.9%
自由现金流更多
HST
多$137.7M
$307.3M
两年增速更快
SARO
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.6B |
| 净利润 | $135.0M | $78.6M |
| 毛利率 | — | 13.8% |
| 营业利润率 | 12.0% | 9.3% |
| 净利率 | 8.4% | 4.9% |
| 营收同比 | 12.3% | 13.5% |
| 净利润同比 | 25.0% | 659.6% |
| 每股收益（稀释后） | $0.20 | $0.24 |
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HSTSARO
| Q4 25 | $1.6B | $1.6B | ||
| Q3 25 | $1.3B | $1.5B | ||
| Q2 25 | $1.6B | $1.5B | ||
| Q1 25 | $1.6B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.3B | $1.2B | ||
| Q2 24 | $1.5B | $1.3B | ||
| Q1 24 | $1.5B | $1.2B |
净利润HSTSARO
| Q4 25 | $135.0M | $78.6M | ||
| Q3 25 | $161.0M | $68.1M | ||
| Q2 25 | $221.0M | $67.7M | ||
| Q1 25 | $248.0M | $62.9M | ||
| Q4 24 | $108.0M | $-14.1M | ||
| Q3 24 | $82.0M | $16.4M | ||
| Q2 24 | $239.0M | $5.4M | ||
| Q1 24 | $268.0M | $3.2M |
毛利率HSTSARO
| Q4 25 | — | 13.8% | ||
| Q3 25 | — | 14.9% | ||
| Q2 25 | — | 15.4% | ||
| Q1 25 | — | 15.2% | ||
| Q4 24 | — | 14.3% | ||
| Q3 24 | — | 15.0% | ||
| Q2 24 | — | 13.7% | ||
| Q1 24 | — | 14.7% |
营业利润率HSTSARO
| Q4 25 | 12.0% | 9.3% | ||
| Q3 25 | 7.6% | 9.2% | ||
| Q2 25 | 17.5% | 8.9% | ||
| Q1 25 | 17.9% | 9.0% | ||
| Q4 24 | 11.0% | 6.7% | ||
| Q3 24 | 10.2% | 7.9% | ||
| Q2 24 | 19.9% | 7.8% | ||
| Q1 24 | 19.8% | 8.5% |
净利率HSTSARO
| Q4 25 | 8.4% | 4.9% | ||
| Q3 25 | 12.1% | 4.5% | ||
| Q2 25 | 13.9% | 4.4% | ||
| Q1 25 | 15.6% | 4.4% | ||
| Q4 24 | 7.6% | -1.0% | ||
| Q3 24 | 6.2% | 1.3% | ||
| Q2 24 | 16.3% | 0.4% | ||
| Q1 24 | 18.2% | 0.3% |
每股收益（稀释后）HSTSARO
| Q4 25 | $0.20 | $0.24 | ||
| Q3 25 | $0.23 | $0.20 | ||
| Q2 25 | $0.32 | $0.20 | ||
| Q1 25 | $0.35 | $0.19 | ||
| Q4 24 | $0.15 | $-0.05 | ||
| Q3 24 | $0.12 | $0.06 | ||
| Q2 24 | $0.34 | $0.02 | ||
| Q1 24 | $0.38 | $0.01 |
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 | $2.2B |
| 股东权益账面价值 | $6.6B | $2.7B |
| 总资产 | $13.0B | $6.6B |
| 负债/权益比越低杠杆越低 | 0.19× | 0.83× |
8季度趋势，按日历期对齐
现金及短期投资HSTSARO
| 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HSTSARO
| Q4 25 | $1.3B | $2.2B | ||
| Q3 25 | — | $2.3B | ||
| Q2 25 | — | $2.3B | ||
| Q1 25 | — | $2.3B | ||
| Q4 24 | $896.0M | $2.2B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HSTSARO
| Q4 25 | $6.6B | $2.7B | ||
| Q3 25 | $6.7B | $2.6B | ||
| Q2 25 | $6.6B | $2.5B | ||
| Q1 25 | $6.7B | $2.4B | ||
| Q4 24 | $6.6B | $2.4B | ||
| Q3 24 | $6.7B | $1.2B | ||
| Q2 24 | $6.8B | $1.2B | ||
| Q1 24 | $6.7B | $1.2B |
总资产HSTSARO
| Q4 25 | $13.0B | $6.6B | ||
| Q3 25 | $13.0B | $6.6B | ||
| Q2 25 | $13.0B | $6.5B | ||
| Q1 25 | $12.9B | $6.5B | ||
| Q4 24 | $13.0B | $6.2B | ||
| Q3 24 | $13.1B | $6.1B | ||
| Q2 24 | $12.4B | — | ||
| Q1 24 | $12.5B | — |
负债/权益比HSTSARO
| Q4 25 | 0.19× | 0.83× | ||
| Q3 25 | — | 0.90× | ||
| Q2 25 | — | 0.92× | ||
| Q1 25 | — | 0.96× | ||
| Q4 24 | 0.14× | 0.94× | ||
| Q3 24 | — | 2.94× | ||
| 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 | $323.0M |
| 自由现金流经营现金流 - 资本支出 | $445.0M | $307.3M |
| 自由现金流率自由现金流/营收 | 27.8% | 19.2% |
| 资本支出强度资本支出/营收 | 6.1% | 1.0% |
| 现金转化率经营现金流/净利润 | 4.02× | 4.11× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $234.3M |
8季度趋势，按日历期对齐
经营现金流HSTSARO
| Q4 25 | $543.0M | $323.0M | ||
| Q3 25 | $218.0M | $14.8M | ||
| Q2 25 | $444.0M | $2.9M | ||
| Q1 25 | $305.0M | $-24.0M | ||
| Q4 24 | $331.0M | — | ||
| Q3 24 | $349.0M | $-13.9M | ||
| Q2 24 | $453.0M | — | ||
| Q1 24 | $365.0M | $-83.6M |
自由现金流HSTSARO
| Q4 25 | $445.0M | $307.3M | ||
| Q3 25 | $143.0M | $-4.7M | ||
| Q2 25 | $381.0M | $-19.0M | ||
| Q1 25 | $259.0M | $-49.3M | ||
| Q4 24 | $235.0M | — | ||
| Q3 24 | $262.0M | $-39.2M | ||
| Q2 24 | $409.0M | — | ||
| Q1 24 | $332.0M | $-102.0M |
自由现金流率HSTSARO
| Q4 25 | 27.8% | 19.2% | ||
| Q3 25 | 10.7% | -0.3% | ||
| Q2 25 | 24.0% | -1.2% | ||
| Q1 25 | 16.2% | -3.4% | ||
| Q4 24 | 16.5% | — | ||
| Q3 24 | 19.9% | -3.1% | ||
| Q2 24 | 27.9% | — | ||
| Q1 24 | 22.6% | -8.3% |
资本支出强度HSTSARO
| Q4 25 | 6.1% | 1.0% | ||
| Q3 25 | 5.6% | 1.3% | ||
| Q2 25 | 4.0% | 1.4% | ||
| Q1 25 | 2.9% | 1.8% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 6.6% | 2.0% | ||
| Q2 24 | 3.0% | — | ||
| Q1 24 | 2.2% | 1.5% |
现金转化率HSTSARO
| Q4 25 | 4.02× | 4.11× | ||
| Q3 25 | 1.35× | 0.22× | ||
| Q2 25 | 2.01× | 0.04× | ||
| Q1 25 | 1.23× | -0.38× | ||
| Q4 24 | 3.06× | — | ||
| Q3 24 | 4.26× | -0.84× | ||
| Q2 24 | 1.90× | — | ||
| Q1 24 | 1.36× | -26.22× |
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
暂无分部数据
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |
