vs
Host Hotels & Resorts（HST）与SEABOARD CORP（SEB）财务数据对比。点击上方公司名可切换其他公司
SEABOARD CORP的季度营收约是Host Hotels & Resorts的1.5倍（$2.4B vs $1.6B），SEABOARD CORP净利率更高（10.6% vs 8.4%，领先2.2%），Host Hotels & Resorts同比增速更快（12.3% vs -2.9%），Host Hotels & Resorts自由现金流更多（$445.0M vs $53.0M），过去两年SEABOARD CORP的营收复合增速更高（4.9% 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。
Seaboard Corporation是一家多元化跨国农业综合及运输集团，业务覆盖多个垂直整合领域。美国本土核心业务包括生猪养殖加工与远洋运输，海外板块主营大宗商品贸易、谷物加工、食糖生产及发电，总部位于堪萨斯州梅里亚姆。
HST vs SEB — 直观对比
营收规模更大
SEB
是对方的1.5倍
$1.6B
营收增速更快
HST
高出15.2%
-2.9%
净利率更高
SEB
高出2.2%
8.4%
自由现金流更多
HST
多$392.0M
$53.0M
两年增速更快
SEB
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.4B |
| 净利润 | $135.0M | $255.0M |
| 毛利率 | — | 7.9% |
| 营业利润率 | 12.0% | 2.7% |
| 净利率 | 8.4% | 10.6% |
| 营收同比 | 12.3% | -2.9% |
| 净利润同比 | 25.0% | 63.5% |
| 每股收益（稀释后） | $0.20 | $262.58 |
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HSTSEB
| Q4 25 | $1.6B | $2.4B | ||
| Q3 25 | $1.3B | $2.5B | ||
| Q2 25 | $1.6B | $2.5B | ||
| Q1 25 | $1.6B | $2.3B | ||
| Q4 24 | $1.4B | $2.5B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.5B | $2.2B | ||
| Q1 24 | $1.5B | $2.2B |
净利润HSTSEB
| Q4 25 | $135.0M | $255.0M | ||
| Q3 25 | $161.0M | $110.0M | ||
| Q2 25 | $221.0M | $104.0M | ||
| Q1 25 | $248.0M | $32.0M | ||
| Q4 24 | $108.0M | $156.0M | ||
| Q3 24 | $82.0M | $-149.0M | ||
| Q2 24 | $239.0M | $61.0M | ||
| Q1 24 | $268.0M | $22.0M |
毛利率HSTSEB
| Q4 25 | — | 7.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 6.5% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 9.0% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 5.8% | ||
| Q1 24 | — | 4.0% |
营业利润率HSTSEB
| Q4 25 | 12.0% | 2.7% | ||
| Q3 25 | 7.6% | 3.3% | ||
| Q2 25 | 17.5% | 2.1% | ||
| Q1 25 | 17.9% | 1.6% | ||
| Q4 24 | 11.0% | 4.6% | ||
| Q3 24 | 10.2% | 1.4% | ||
| Q2 24 | 19.9% | 1.4% | ||
| Q1 24 | 19.8% | -0.9% |
净利率HSTSEB
| Q4 25 | 8.4% | 10.6% | ||
| Q3 25 | 12.1% | 4.3% | ||
| Q2 25 | 13.9% | 4.2% | ||
| Q1 25 | 15.6% | 1.4% | ||
| Q4 24 | 7.6% | 6.3% | ||
| Q3 24 | 6.2% | -6.7% | ||
| Q2 24 | 16.3% | 2.8% | ||
| Q1 24 | 18.2% | 1.0% |
每股收益（稀释后）HSTSEB
| Q4 25 | $0.20 | $262.58 | ||
| Q3 25 | $0.23 | $113.71 | ||
| Q2 25 | $0.32 | $105.22 | ||
| Q1 25 | $0.35 | $32.95 | ||
| Q4 24 | $0.15 | $158.58 | ||
| Q3 24 | $0.12 | $-153.44 | ||
| Q2 24 | $0.34 | $62.82 | ||
| Q1 24 | $0.38 | $22.66 |
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 | $1.2B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $6.6B | $5.2B |
| 总资产 | $13.0B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.19× | — |
8季度趋势，按日历期对齐
现金及短期投资HSTSEB
| Q4 25 | $768.0M | $1.2B | ||
| Q3 25 | $539.0M | $1.2B | ||
| Q2 25 | $490.0M | $1.1B | ||
| Q1 25 | $428.0M | $1.1B | ||
| Q4 24 | $554.0M | $1.2B | ||
| Q3 24 | $564.0M | $1.2B | ||
| Q2 24 | $805.0M | $1.2B | ||
| Q1 24 | $1.3B | $1.2B |
总债务HSTSEB
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $896.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HSTSEB
| Q4 25 | $6.6B | $5.2B | ||
| Q3 25 | $6.7B | $5.0B | ||
| Q2 25 | $6.6B | $4.8B | ||
| Q1 25 | $6.7B | $4.7B | ||
| Q4 24 | $6.6B | $4.7B | ||
| Q3 24 | $6.7B | $4.5B | ||
| Q2 24 | $6.8B | $4.7B | ||
| Q1 24 | $6.7B | $4.6B |
总资产HSTSEB
| Q4 25 | $13.0B | $8.2B | ||
| Q3 25 | $13.0B | $8.0B | ||
| Q2 25 | $13.0B | $7.9B | ||
| Q1 25 | $12.9B | $7.6B | ||
| Q4 24 | $13.0B | $7.7B | ||
| Q3 24 | $13.1B | $7.5B | ||
| Q2 24 | $12.4B | $7.7B | ||
| Q1 24 | $12.5B | $7.6B |
负债/权益比HSTSEB
| Q4 25 | 0.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.14× | — | ||
| 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 | $188.0M |
| 自由现金流经营现金流 - 资本支出 | $445.0M | $53.0M |
| 自由现金流率自由现金流/营收 | 27.8% | 2.2% |
| 资本支出强度资本支出/营收 | 6.1% | 5.6% |
| 现金转化率经营现金流/净利润 | 4.02× | 0.74× |
| 过去12个月自由现金流最近4个季度 | $1.2B | $6.0M |
8季度趋势，按日历期对齐
经营现金流HSTSEB
| Q4 25 | $543.0M | $188.0M | ||
| Q3 25 | $218.0M | $319.0M | ||
| Q2 25 | $444.0M | $81.0M | ||
| Q1 25 | $305.0M | $-20.0M | ||
| Q4 24 | $331.0M | $300.0M | ||
| Q3 24 | $349.0M | $194.0M | ||
| Q2 24 | $453.0M | $6.0M | ||
| Q1 24 | $365.0M | $19.0M |
自由现金流HSTSEB
| Q4 25 | $445.0M | $53.0M | ||
| Q3 25 | $143.0M | $152.0M | ||
| Q2 25 | $381.0M | $-70.0M | ||
| Q1 25 | $259.0M | $-129.0M | ||
| Q4 24 | $235.0M | $162.0M | ||
| Q3 24 | $262.0M | $58.0M | ||
| Q2 24 | $409.0M | $-127.0M | ||
| Q1 24 | $332.0M | $-85.0M |
自由现金流率HSTSEB
| Q4 25 | 27.8% | 2.2% | ||
| Q3 25 | 10.7% | 6.0% | ||
| Q2 25 | 24.0% | -2.8% | ||
| Q1 25 | 16.2% | -5.6% | ||
| Q4 24 | 16.5% | 6.5% | ||
| Q3 24 | 19.9% | 2.6% | ||
| Q2 24 | 27.9% | -5.7% | ||
| Q1 24 | 22.6% | -3.9% |
资本支出强度HSTSEB
| Q4 25 | 6.1% | 5.6% | ||
| Q3 25 | 5.6% | 6.6% | ||
| Q2 25 | 4.0% | 6.1% | ||
| Q1 25 | 2.9% | 4.7% | ||
| Q4 24 | 6.7% | 5.6% | ||
| Q3 24 | 6.6% | 6.1% | ||
| Q2 24 | 3.0% | 6.0% | ||
| Q1 24 | 2.2% | 4.7% |
现金转化率HSTSEB
| Q4 25 | 4.02× | 0.74× | ||
| Q3 25 | 1.35× | 2.90× | ||
| Q2 25 | 2.01× | 0.78× | ||
| Q1 25 | 1.23× | -0.63× | ||
| Q4 24 | 3.06× | 1.92× | ||
| Q3 24 | 4.26× | — | ||
| Q2 24 | 1.90× | 0.10× | ||
| Q1 24 | 1.36× | 0.86× |
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
SEB
| Commodity Trading And Milling | $1.3B | 52% |
| Pork Segment | $469.0M | 19% |
| Marine | $444.0M | 18% |
| Other | $108.0M | 4% |
| Energy Service | $56.0M | 2% |
| Product And Service Other Services | $15.0M | 1% |
| Transportation | $6.0M | 0% |
