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Host Hotels & Resorts(HST)与希捷科技(STX)财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是Host Hotels & Resorts的1.8倍($2.8B vs $1.6B),希捷科技净利率更高(21.0% vs 8.4%,领先12.6%),希捷科技同比增速更快(30.8% vs 12.3%),过去两年希捷科技的营收复合增速更高(30.7% 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。
希捷科技是全球知名的美国数据存储企业,1978年注册成立时名为舒加特科技,1979年正式开展业务,2010年起注册地变更为爱尔兰都柏林,运营总部设在美国加利福尼亚州弗里蒙特,面向全球市场提供专业的数据存储产品与解决方案。
HST vs STX — 直观对比
营收规模更大
STX
是对方的1.8倍
$1.6B
营收增速更快
STX
高出18.5%
12.3%
净利率更高
STX
高出12.6%
8.4%
两年增速更快
STX
近两年复合增速
4.4%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $2.8B |
| 净利润 | $135.0M | $593.0M |
| 毛利率 | — | 41.6% |
| 营业利润率 | 12.0% | 29.8% |
| 净利率 | 8.4% | 21.0% |
| 营收同比 | 12.3% | 30.8% |
| 净利润同比 | 25.0% | 74.4% |
| 每股收益(稀释后) | $0.20 | $2.60 |
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
HST
STX
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.6B | $2.6B | ||
| Q3 25 | $1.3B | — | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.6B | $2.2B | ||
| Q4 24 | $1.4B | $2.3B | ||
| Q3 24 | $1.3B | $2.2B | ||
| Q2 24 | $1.5B | $1.9B |
净利润
HST
STX
| Q1 26 | — | $593.0M | ||
| Q4 25 | $135.0M | $549.0M | ||
| Q3 25 | $161.0M | — | ||
| Q2 25 | $221.0M | $488.0M | ||
| Q1 25 | $248.0M | $340.0M | ||
| Q4 24 | $108.0M | $336.0M | ||
| Q3 24 | $82.0M | $305.0M | ||
| Q2 24 | $239.0M | $513.0M |
毛利率
HST
STX
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 32.9% | ||
| Q2 24 | — | 31.8% |
营业利润率
HST
STX
| Q1 26 | — | 29.8% | ||
| Q4 25 | 12.0% | 26.4% | ||
| Q3 25 | 7.6% | — | ||
| Q2 25 | 17.5% | 23.2% | ||
| Q1 25 | 17.9% | 20.0% | ||
| Q4 24 | 11.0% | 21.0% | ||
| Q3 24 | 10.2% | 18.6% | ||
| Q2 24 | 19.9% | 16.6% |
净利率
HST
STX
| Q1 26 | — | 21.0% | ||
| Q4 25 | 8.4% | 20.9% | ||
| Q3 25 | 12.1% | — | ||
| Q2 25 | 13.9% | 20.0% | ||
| Q1 25 | 15.6% | 15.7% | ||
| Q4 24 | 7.6% | 14.5% | ||
| Q3 24 | 6.2% | 14.1% | ||
| Q2 24 | 16.3% | 27.2% |
每股收益(稀释后)
HST
STX
| Q1 26 | — | $2.60 | ||
| Q4 25 | $0.20 | $2.43 | ||
| Q3 25 | $0.23 | — | ||
| Q2 25 | $0.32 | $2.24 | ||
| Q1 25 | $0.35 | $1.57 | ||
| Q4 24 | $0.15 | $1.55 | ||
| Q3 24 | $0.12 | $1.41 | ||
| Q2 24 | $0.34 | $2.43 |
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 | $1.0B |
| 总债务越低越好 | $1.3B | — |
| 股东权益账面价值 | $6.6B | $459.0M |
| 总资产 | $13.0B | $8.7B |
| 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
HST
STX
| Q1 26 | — | $1.0B | ||
| Q4 25 | $768.0M | $1.1B | ||
| Q3 25 | $539.0M | — | ||
| Q2 25 | $490.0M | $891.0M | ||
| Q1 25 | $428.0M | $814.0M | ||
| Q4 24 | $554.0M | $1.2B | ||
| Q3 24 | $564.0M | $1.2B | ||
| Q2 24 | $805.0M | $1.4B |
总债务
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | $1.3B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $896.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
HST
STX
| Q1 26 | — | $459.0M | ||
| Q4 25 | $6.6B | $-63.0M | ||
| Q3 25 | $6.7B | — | ||
| Q2 25 | $6.6B | $-453.0M | ||
| Q1 25 | $6.7B | $-829.0M | ||
| Q4 24 | $6.6B | $-1.1B | ||
| Q3 24 | $6.7B | $-1.3B | ||
| Q2 24 | $6.8B | $-1.5B |
总资产
HST
STX
| Q1 26 | — | $8.7B | ||
| Q4 25 | $13.0B | $8.4B | ||
| Q3 25 | $13.0B | — | ||
| Q2 25 | $13.0B | $8.0B | ||
| Q1 25 | $12.9B | $7.6B | ||
| Q4 24 | $13.0B | $8.0B | ||
| Q3 24 | $13.1B | $8.0B | ||
| Q2 24 | $12.4B | $7.7B |
负债/权益比
HST
STX
| 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 | $543.0M | — |
| 自由现金流经营现金流 - 资本支出 | $445.0M | — |
| 自由现金流率自由现金流/营收 | 27.8% | — |
| 资本支出强度资本支出/营收 | 6.1% | — |
| 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 | — |
8季度趋势,按日历期对齐
经营现金流
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | $543.0M | $532.0M | ||
| Q3 25 | $218.0M | — | ||
| Q2 25 | $444.0M | $508.0M | ||
| Q1 25 | $305.0M | $259.0M | ||
| Q4 24 | $331.0M | $221.0M | ||
| Q3 24 | $349.0M | $95.0M | ||
| Q2 24 | $453.0M | $434.0M |
自由现金流
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | $445.0M | $427.0M | ||
| Q3 25 | $143.0M | — | ||
| Q2 25 | $381.0M | $425.0M | ||
| Q1 25 | $259.0M | $216.0M | ||
| Q4 24 | $235.0M | $150.0M | ||
| Q3 24 | $262.0M | $27.0M | ||
| Q2 24 | $409.0M | $380.0M |
自由现金流率
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | 27.8% | 16.2% | ||
| Q3 25 | 10.7% | — | ||
| Q2 25 | 24.0% | 17.4% | ||
| Q1 25 | 16.2% | 10.0% | ||
| Q4 24 | 16.5% | 6.5% | ||
| Q3 24 | 19.9% | 1.2% | ||
| Q2 24 | 27.9% | 20.1% |
资本支出强度
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | 6.1% | 4.0% | ||
| Q3 25 | 5.6% | — | ||
| Q2 25 | 4.0% | 3.4% | ||
| Q1 25 | 2.9% | 2.0% | ||
| Q4 24 | 6.7% | 3.1% | ||
| Q3 24 | 6.6% | 3.1% | ||
| Q2 24 | 3.0% | 2.9% |
现金转化率
HST
STX
| Q1 26 | — | — | ||
| Q4 25 | 4.02× | 0.97× | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 2.01× | 1.04× | ||
| Q1 25 | 1.23× | 0.76× | ||
| Q4 24 | 3.06× | 0.66× | ||
| Q3 24 | 4.26× | 0.31× | ||
| Q2 24 | 1.90× | 0.85× |
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
STX
| OE Ms | $2.3B | 81% |
| Distributors | $335.0M | 12% |
| Retail | $188.0M | 7% |