vs
HUBSPOT INC（HUBS）与Spectrum Brands Holdings, Inc.（SPB）财务数据对比。点击上方公司名可切换其他公司
HUBSPOT INC的季度营收约是Spectrum Brands Holdings, Inc.的1.3倍（$846.7M vs $677.0M），HUBSPOT INC净利率更高（6.4% vs 4.2%，领先2.2%），HUBSPOT INC同比增速更快（20.4% vs -3.3%），HUBSPOT INC自由现金流更多（$234.0M vs $59.3M），过去两年HUBSPOT INC的营收复合增速更高（17.1% vs -2.9%）
HubSpot Inc.是总部位于美国马萨诸塞州剑桥市的企业服务提供商，2006年由布莱恩·哈利根与达尔梅什·沙阿联合创立，专注于研发和推广适配营销、销售及客户服务全场景的软件产品，为全球各规模企业的数字化运营提供工具支持。
盛谱品牌控股有限公司是总部位于美国威斯康星州米德尔顿的跨国消费品集团，前身为雷诺瓦克公司，2005年正式成立，业务覆盖多个消费品品类，在全球消费市场拥有广泛布局。
HUBS vs SPB — 直观对比
营收规模更大
HUBS
是对方的1.3倍
$677.0M
营收增速更快
HUBS
高出23.7%
-3.3%
净利率更高
HUBS
高出2.2%
4.2%
自由现金流更多
HUBS
多$174.7M
$59.3M
两年增速更快
HUBS
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $846.7M | $677.0M |
| 净利润 | $54.4M | $28.4M |
| 毛利率 | 83.7% | 35.7% |
| 营业利润率 | 5.7% | 4.0% |
| 净利率 | 6.4% | 4.2% |
| 营收同比 | 20.4% | -3.3% |
| 净利润同比 | 992.2% | 20.9% |
| 每股收益（稀释后） | $1.03 | $1.21 |
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HUBSSPB
| Q4 25 | $846.7M | $677.0M | ||
| Q3 25 | $809.5M | $733.5M | ||
| Q2 25 | $760.9M | $699.6M | ||
| Q1 25 | $714.1M | $675.7M | ||
| Q4 24 | $703.2M | $700.2M | ||
| Q3 24 | $669.7M | $773.8M | ||
| Q2 24 | $637.2M | $779.4M | ||
| Q1 24 | $617.4M | $718.5M |
净利润HUBSSPB
| Q4 25 | $54.4M | $28.4M | ||
| Q3 25 | $16.5M | $55.6M | ||
| Q2 25 | $-3.3M | $19.9M | ||
| Q1 25 | $-21.8M | $900.0K | ||
| Q4 24 | $5.0M | $23.5M | ||
| Q3 24 | $8.1M | $28.5M | ||
| Q2 24 | $-14.4M | $6.1M | ||
| Q1 24 | $5.9M | $61.1M |
毛利率HUBSSPB
| Q4 25 | 83.7% | 35.7% | ||
| Q3 25 | 83.5% | 35.0% | ||
| Q2 25 | 83.9% | 37.8% | ||
| Q1 25 | 83.9% | 37.5% | ||
| Q4 24 | 85.3% | 36.8% | ||
| Q3 24 | 85.2% | 37.2% | ||
| Q2 24 | 85.0% | 38.9% | ||
| Q1 24 | 84.6% | 38.1% |
营业利润率HUBSSPB
| Q4 25 | 5.7% | 4.0% | ||
| Q3 25 | 1.4% | 4.0% | ||
| Q2 25 | -3.2% | 4.5% | ||
| Q1 25 | -3.8% | 2.9% | ||
| Q4 24 | -1.5% | 6.4% | ||
| Q3 24 | -1.4% | 2.8% | ||
| Q2 24 | -3.8% | 6.1% | ||
| Q1 24 | -3.8% | 10.6% |
净利率HUBSSPB
| Q4 25 | 6.4% | 4.2% | ||
| Q3 25 | 2.0% | 7.6% | ||
| Q2 25 | -0.4% | 2.8% | ||
| Q1 25 | -3.1% | 0.1% | ||
| Q4 24 | 0.7% | 3.4% | ||
| Q3 24 | 1.2% | 3.7% | ||
| Q2 24 | -2.3% | 0.8% | ||
| Q1 24 | 1.0% | 8.5% |
每股收益（稀释后）HUBSSPB
| Q4 25 | $1.03 | $1.21 | ||
| Q3 25 | $0.31 | $2.19 | ||
| Q2 25 | $-0.06 | $0.80 | ||
| Q1 25 | $-0.42 | $0.03 | ||
| Q4 24 | $0.09 | $0.84 | ||
| Q3 24 | $0.16 | $1.03 | ||
| Q2 24 | $-0.28 | $0.21 | ||
| Q1 24 | $0.12 | $2.01 |
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 | $882.2M | $126.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.1B | $1.9B |
| 总资产 | $3.9B | $3.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资HUBSSPB
| Q4 25 | $882.2M | $126.6M | ||
| Q3 25 | $614.4M | $123.6M | ||
| Q2 25 | $601.2M | $122.0M | ||
| Q1 25 | $625.0M | $96.0M | ||
| Q4 24 | $512.7M | $179.9M | ||
| Q3 24 | $410.1M | $368.9M | ||
| Q2 24 | $797.9M | $306.8M | ||
| Q1 24 | $447.8M | $1.2B |
总债务HUBSSPB
| Q4 25 | — | — | ||
| Q3 25 | — | $496.1M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $496.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益HUBSSPB
| Q4 25 | $2.1B | $1.9B | ||
| Q3 25 | $1.9B | $1.9B | ||
| Q2 25 | $2.1B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $1.9B | $2.0B | ||
| Q3 24 | $1.8B | $2.1B | ||
| Q2 24 | $1.6B | $2.1B | ||
| Q1 24 | $1.4B | $2.3B |
总资产HUBSSPB
| Q4 25 | $3.9B | $3.4B | ||
| Q3 25 | $3.5B | $3.4B | ||
| Q2 25 | $3.7B | $3.5B | ||
| Q1 25 | $3.9B | $3.5B | ||
| Q4 24 | $3.8B | $3.6B | ||
| Q3 24 | $3.6B | $3.8B | ||
| Q2 24 | $3.4B | $3.8B | ||
| Q1 24 | $3.2B | $4.8B |
负债/权益比HUBSSPB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.23× | ||
| 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 | $247.4M | $67.4M |
| 自由现金流经营现金流 - 资本支出 | $234.0M | $59.3M |
| 自由现金流率自由现金流/营收 | 27.6% | 8.8% |
| 资本支出强度资本支出/营收 | 1.6% | 1.2% |
| 现金转化率经营现金流/净利润 | 4.55× | 2.37× |
| 过去12个月自由现金流最近4个季度 | $707.6M | $302.9M |
8季度趋势，按日历期对齐
经营现金流HUBSSPB
| Q4 25 | $247.4M | $67.4M | ||
| Q3 25 | $187.4M | $171.1M | ||
| Q2 25 | $164.4M | $81.8M | ||
| Q1 25 | $161.6M | $23.1M | ||
| Q4 24 | $194.1M | $-72.4M | ||
| Q3 24 | $159.5M | $80.7M | ||
| Q2 24 | $117.8M | $82.7M | ||
| Q1 24 | $127.1M | $3.5M |
自由现金流HUBSSPB
| Q4 25 | $234.0M | $59.3M | ||
| Q3 25 | $177.0M | $157.9M | ||
| Q2 25 | $148.3M | $71.8M | ||
| Q1 25 | $148.2M | $13.9M | ||
| Q4 24 | $181.4M | $-78.3M | ||
| Q3 24 | $148.4M | $67.7M | ||
| Q2 24 | $109.6M | $72.6M | ||
| Q1 24 | $121.2M | $-9.0M |
自由现金流率HUBSSPB
| Q4 25 | 27.6% | 8.8% | ||
| Q3 25 | 21.9% | 21.5% | ||
| Q2 25 | 19.5% | 10.3% | ||
| Q1 25 | 20.8% | 2.1% | ||
| Q4 24 | 25.8% | -11.2% | ||
| Q3 24 | 22.2% | 8.7% | ||
| Q2 24 | 17.2% | 9.3% | ||
| Q1 24 | 19.6% | -1.3% |
资本支出强度HUBSSPB
| Q4 25 | 1.6% | 1.2% | ||
| Q3 25 | 1.3% | 1.8% | ||
| Q2 25 | 2.1% | 1.4% | ||
| Q1 25 | 1.9% | 1.4% | ||
| Q4 24 | 1.8% | 0.8% | ||
| Q3 24 | 1.7% | 1.7% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 1.0% | 1.7% |
现金转化率HUBSSPB
| Q4 25 | 4.55× | 2.37× | ||
| Q3 25 | 11.33× | 3.08× | ||
| Q2 25 | — | 4.11× | ||
| Q1 25 | — | 25.67× | ||
| Q4 24 | 38.96× | -3.08× | ||
| Q3 24 | 19.59× | 2.83× | ||
| Q2 24 | — | 13.56× | ||
| Q1 24 | 21.42× | 0.06× |
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
HUBS
| Subscription And Circulation | $829.0M | 98% |
| Services | $17.8M | 2% |
SPB
| HPC Segment | $321.5M | 47% |
| Global Pet Supplies | $168.7M | 25% |
| Home And Personal Care | $109.8M | 16% |
| HG Segment | $73.9M | 11% |
