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哈贝尔（HUBB）与TreeHouse Foods, Inc.（THS）财务数据对比。点击上方公司名可切换其他公司
哈贝尔的季度营收约是TreeHouse Foods, Inc.的1.8倍（$1.5B vs $840.3M），哈贝尔净利率更高（14.6% vs -31.6%，领先46.2%），哈贝尔同比增速更快（11.9% vs 0.1%），过去两年哈贝尔的营收复合增速更高（3.3% vs -3.9%）
哈贝尔（Hubbell Incorporated）是总部位于美国康涅狄格州谢尔顿的企业，由哈维·哈贝尔于1888年创立，1905年在康涅狄格州正式注册。公司主营电气及电子产品的设计、生产与销售，产品广泛应用于住宅、非住宅建筑、工业及公用事业等多个领域。
树屋食品公司是一家跨国食品加工企业，主打贴牌包装食品生产，总部位于美国伊利诺伊州奥克布鲁克，2005年成立后完全通过收购拓展业务。2010年该公司销售额达20亿美元，在20座工厂拥有超4000名员工，曾获评《食品加工》杂志2010年度加工企业，被称为“你没听过的大型企业”。
HUBB vs THS — 直观对比
营收规模更大
HUBB
是对方的1.8倍
$840.3M
营收增速更快
HUBB
高出11.7%
0.1%
净利率更高
HUBB
高出46.2%
-31.6%
两年增速更快
HUBB
近两年复合增速
-3.9%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.5B | $840.3M |
| 净利润 | $217.7M | $-265.8M |
| 毛利率 | 34.6% | 18.8% |
| 营业利润率 | 20.3% | -30.2% |
| 净利率 | 14.6% | -31.6% |
| 营收同比 | 11.9% | 0.1% |
| 净利润同比 | 10.5% | -7717.6% |
| 每股收益（稀释后） | $4.06 | $-5.26 |
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HUBBTHS
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $840.3M | ||
| Q2 25 | $1.5B | $798.0M | ||
| Q1 25 | $1.4B | $792.0M | ||
| Q4 24 | $1.3B | $905.7M | ||
| Q3 24 | $1.4B | $839.1M | ||
| Q2 24 | $1.5B | $788.5M | ||
| Q1 24 | $1.4B | $820.7M |
净利润HUBBTHS
| Q4 25 | $217.7M | — | ||
| Q3 25 | $255.5M | $-265.8M | ||
| Q2 25 | $244.2M | $-2.9M | ||
| Q1 25 | $169.7M | $-31.8M | ||
| Q4 24 | $197.0M | $58.7M | ||
| Q3 24 | $219.4M | $-3.4M | ||
| Q2 24 | $213.6M | $-16.7M | ||
| Q1 24 | $147.8M | $-11.7M |
毛利率HUBBTHS
| Q4 25 | 34.6% | — | ||
| Q3 25 | 36.2% | 18.8% | ||
| Q2 25 | 37.2% | 17.4% | ||
| Q1 25 | 33.1% | 14.5% | ||
| Q4 24 | 33.8% | 19.5% | ||
| Q3 24 | 34.5% | 15.6% | ||
| Q2 24 | 35.0% | 16.3% | ||
| Q1 24 | 32.0% | 13.6% |
营业利润率HUBBTHS
| Q4 25 | 20.3% | — | ||
| Q3 25 | 22.0% | -30.2% | ||
| Q2 25 | 22.7% | 3.4% | ||
| Q1 25 | 17.5% | -0.7% | ||
| Q4 24 | 19.3% | 8.9% | ||
| Q3 24 | 21.1% | 3.8% | ||
| Q2 24 | 20.7% | -0.5% | ||
| Q1 24 | 16.3% | -0.6% |
净利率HUBBTHS
| Q4 25 | 14.6% | — | ||
| Q3 25 | 17.0% | -31.6% | ||
| Q2 25 | 16.5% | -0.4% | ||
| Q1 25 | 12.4% | -4.0% | ||
| Q4 24 | 14.8% | 6.5% | ||
| Q3 24 | 15.2% | -0.4% | ||
| Q2 24 | 14.7% | -2.1% | ||
| Q1 24 | 10.6% | -1.4% |
每股收益（稀释后）HUBBTHS
| Q4 25 | $4.06 | — | ||
| Q3 25 | $4.77 | $-5.26 | ||
| Q2 25 | $4.56 | $-0.06 | ||
| Q1 25 | $3.15 | $-0.63 | ||
| Q4 24 | $3.65 | $1.12 | ||
| Q3 24 | $4.05 | $-0.07 | ||
| Q2 24 | $3.94 | $-0.32 | ||
| Q1 24 | $2.73 | $-0.22 |
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 | $497.9M | $21.0M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $3.8B | $1.3B |
| 总资产 | $8.2B | $3.8B |
| 负债/权益比越低杠杆越低 | — | 1.18× |
8季度趋势，按日历期对齐
现金及短期投资HUBBTHS
| Q4 25 | $497.9M | — | ||
| Q3 25 | $680.9M | $21.0M | ||
| Q2 25 | $399.6M | $17.1M | ||
| Q1 25 | $360.3M | $16.4M | ||
| Q4 24 | $345.0M | $289.6M | ||
| Q3 24 | $445.6M | $102.0M | ||
| Q2 24 | $406.5M | $105.8M | ||
| Q1 24 | $400.3M | $191.8M |
总债务HUBBTHS
| Q4 25 | — | — | ||
| Q3 25 | $1.4B | $1.5B | ||
| Q2 25 | $1.4B | $1.5B | ||
| Q1 25 | $1.4B | $1.4B | ||
| Q4 24 | $1.4B | $1.4B | ||
| Q3 24 | $1.7B | $1.4B | ||
| Q2 24 | $1.9B | $1.4B | ||
| Q1 24 | $1.9B | $1.4B |
股东权益HUBBTHS
| Q4 25 | $3.8B | — | ||
| Q3 25 | $3.7B | $1.3B | ||
| Q2 25 | $3.5B | $1.5B | ||
| Q1 25 | $3.3B | $1.5B | ||
| Q4 24 | $3.3B | $1.5B | ||
| Q3 24 | $3.2B | $1.6B | ||
| Q2 24 | $3.1B | $1.6B | ||
| Q1 24 | $2.9B | $1.6B |
总资产HUBBTHS
| Q4 25 | $8.2B | — | ||
| Q3 25 | $7.5B | $3.8B | ||
| Q2 25 | $7.1B | $4.0B | ||
| Q1 25 | $6.9B | $3.9B | ||
| Q4 24 | $6.7B | $4.0B | ||
| Q3 24 | $6.9B | $4.0B | ||
| Q2 24 | $6.9B | $3.9B | ||
| Q1 24 | $6.9B | $4.0B |
负债/权益比HUBBTHS
| Q4 25 | — | — | ||
| Q3 25 | 0.39× | 1.18× | ||
| Q2 25 | 0.41× | 0.98× | ||
| Q1 25 | 0.44× | 0.93× | ||
| Q4 24 | 0.44× | 0.90× | ||
| Q3 24 | 0.51× | 0.90× | ||
| Q2 24 | 0.63× | 0.90× | ||
| Q1 24 | 0.65× | 0.87× |
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 | $447.5M | $38.2M |
| 自由现金流经营现金流 - 资本支出 | $388.8M | — |
| 自由现金流率自由现金流/营收 | 26.0% | — |
| 资本支出强度资本支出/营收 | 3.9% | — |
| 现金转化率经营现金流/净利润 | 2.06× | — |
| 过去12个月自由现金流最近4个季度 | $874.7M | — |
8季度趋势，按日历期对齐
经营现金流HUBBTHS
| Q4 25 | $447.5M | — | ||
| Q3 25 | $284.3M | $38.2M | ||
| Q2 25 | $260.6M | $-47.2M | ||
| Q1 25 | $37.4M | $-53.5M | ||
| Q4 24 | $432.4M | $296.2M | ||
| Q3 24 | $227.0M | $41.4M | ||
| Q2 24 | $239.6M | $-19.4M | ||
| Q1 24 | $92.2M | $-52.4M |
自由现金流HUBBTHS
| Q4 25 | $388.8M | — | ||
| Q3 25 | $253.8M | — | ||
| Q2 25 | $220.7M | — | ||
| Q1 25 | $11.4M | — | ||
| Q4 24 | $364.4M | — | ||
| Q3 24 | $188.8M | — | ||
| Q2 24 | $205.7M | $-42.2M | ||
| Q1 24 | $51.9M | $-80.7M |
自由现金流率HUBBTHS
| Q4 25 | 26.0% | — | ||
| Q3 25 | 16.9% | — | ||
| Q2 25 | 14.9% | — | ||
| Q1 25 | 0.8% | — | ||
| Q4 24 | 27.3% | — | ||
| Q3 24 | 13.1% | — | ||
| Q2 24 | 14.2% | -5.4% | ||
| Q1 24 | 3.7% | -9.8% |
资本支出强度HUBBTHS
| Q4 25 | 3.9% | — | ||
| Q3 25 | 2.0% | — | ||
| Q2 25 | 2.7% | — | ||
| Q1 25 | 1.9% | — | ||
| Q4 24 | 5.1% | — | ||
| Q3 24 | 2.6% | — | ||
| Q2 24 | 2.3% | 2.9% | ||
| Q1 24 | 2.9% | 3.4% |
现金转化率HUBBTHS
| Q4 25 | 2.06× | — | ||
| Q3 25 | 1.11× | — | ||
| Q2 25 | 1.07× | — | ||
| Q1 25 | 0.22× | — | ||
| Q4 24 | 2.19× | 5.05× | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 1.12× | — | ||
| Q1 24 | 0.62× | — |
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
HUBB
| Grid Infrastructure | $717.0M | 48% |
| Industrial | $393.7M | 26% |
| Grid Automation | $218.9M | 15% |
| Electrical Products | $163.1M | 11% |
THS
| Retail Grocery Customers | $670.6M | 80% |
| Food Away From Home And Other | $85.3M | 10% |
| Co Manufacturing | $84.4M | 10% |
