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AAON, INC.（AAON）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
Reddit, Inc.的季度营收约是AAON, INC.的1.7倍（$725.6M vs $424.2M），Reddit, Inc.净利率更高（34.7% vs 7.6%，领先27.1%），Reddit, Inc.同比增速更快（69.7% vs 42.5%），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 27.2%）
AAON公司是商用及工业领域暖通空调设备专业生产商，总部位于美国俄克拉荷马州塔尔萨市，在得克萨斯州朗维尤、密苏里州帕克维尔、俄勒冈州雷德蒙德设有生产基地，全球员工约4000人，年销售额超8.8亿美元。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AAON vs RDDT — 直观对比
营收规模更大
RDDT
是对方的1.7倍
$424.2M
营收增速更快
RDDT
高出27.2%
42.5%
净利率更高
RDDT
高出27.1%
7.6%
两年增速更快
RDDT
近两年复合增速
27.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $424.2M | $725.6M |
| 净利润 | $32.0M | $251.6M |
| 毛利率 | 25.9% | 91.9% |
| 营业利润率 | 10.4% | 31.9% |
| 净利率 | 7.6% | 34.7% |
| 营收同比 | 42.5% | 69.7% |
| 净利润同比 | 29.7% | 254.2% |
| 每股收益（稀释后） | $0.38 | $1.24 |
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AAONRDDT
| Q4 25 | $424.2M | $725.6M | ||
| Q3 25 | $384.2M | $584.9M | ||
| Q2 25 | $311.6M | $499.6M | ||
| Q1 25 | $322.1M | $392.4M | ||
| Q4 24 | $297.7M | $427.7M | ||
| Q3 24 | $327.3M | $348.4M | ||
| Q2 24 | $313.6M | $281.2M | ||
| Q1 24 | $262.1M | $243.0M |
净利润AAONRDDT
| Q4 25 | $32.0M | $251.6M | ||
| Q3 25 | $30.8M | $162.7M | ||
| Q2 25 | $15.5M | $89.3M | ||
| Q1 25 | $29.3M | $26.2M | ||
| Q4 24 | $24.7M | $71.0M | ||
| Q3 24 | $52.6M | $29.9M | ||
| Q2 24 | $52.2M | $-10.1M | ||
| Q1 24 | $39.0M | $-575.1M |
毛利率AAONRDDT
| Q4 25 | 25.9% | 91.9% | ||
| Q3 25 | 27.8% | 91.0% | ||
| Q2 25 | 26.6% | 90.8% | ||
| Q1 25 | 26.8% | 90.5% | ||
| Q4 24 | 26.1% | 92.6% | ||
| Q3 24 | 34.9% | 90.1% | ||
| Q2 24 | 36.1% | 89.5% | ||
| Q1 24 | 35.2% | 88.6% |
营业利润率AAONRDDT
| Q4 25 | 10.4% | 31.9% | ||
| Q3 25 | 11.3% | 23.7% | ||
| Q2 25 | 7.6% | 13.6% | ||
| Q1 25 | 10.9% | 1.0% | ||
| Q4 24 | 9.9% | 12.4% | ||
| Q3 24 | 20.0% | 2.0% | ||
| Q2 24 | 21.4% | -11.0% | ||
| Q1 24 | 17.9% | -242.5% |
净利率AAONRDDT
| Q4 25 | 7.6% | 34.7% | ||
| Q3 25 | 8.0% | 27.8% | ||
| Q2 25 | 5.0% | 17.9% | ||
| Q1 25 | 9.1% | 6.7% | ||
| Q4 24 | 8.3% | 16.6% | ||
| Q3 24 | 16.1% | 8.6% | ||
| Q2 24 | 16.7% | -3.6% | ||
| Q1 24 | 14.9% | -236.7% |
每股收益（稀释后）AAONRDDT
| Q4 25 | $0.38 | $1.24 | ||
| Q3 25 | $0.37 | $0.80 | ||
| Q2 25 | $0.19 | $0.45 | ||
| Q1 25 | $0.35 | $0.13 | ||
| Q4 24 | $0.31 | $4.76 | ||
| Q3 24 | $0.63 | $0.16 | ||
| Q2 24 | $0.62 | $-0.06 | ||
| Q1 24 | $0.46 | $-8.19 |
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 | $13.0K | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $895.0M | $2.9B |
| 总资产 | $1.7B | $3.2B |
| 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AAONRDDT
| Q4 25 | $13.0K | $953.6M | ||
| Q3 25 | $1.0M | $911.7M | ||
| Q2 25 | $14.0K | $734.1M | ||
| Q1 25 | $994.0K | $635.7M | ||
| Q4 24 | $14.0K | $562.1M | ||
| Q3 24 | $15.0K | $515.9M | ||
| Q2 24 | $13.0K | $468.0M | ||
| Q1 24 | $8.4M | $968.5M |
股东权益AAONRDDT
| Q4 25 | $895.0M | $2.9B | ||
| Q3 25 | $863.1M | $2.6B | ||
| Q2 25 | $832.7M | $2.4B | ||
| Q1 25 | $815.9M | $2.2B | ||
| Q4 24 | $824.6M | $2.1B | ||
| Q3 24 | $796.9M | $2.0B | ||
| Q2 24 | $740.5M | $1.9B | ||
| Q1 24 | $784.8M | $1.8B |
总资产AAONRDDT
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.5B | $2.9B | ||
| Q2 25 | $1.4B | $2.6B | ||
| Q1 25 | $1.3B | $2.4B | ||
| Q4 24 | $1.2B | $2.3B | ||
| Q3 24 | $1.0B | $2.2B | ||
| Q2 24 | $1.0B | $2.1B | ||
| Q1 24 | $952.9M | $2.0B |
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 | $19.3M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | — | $263.6M |
| 自由现金流率自由现金流/营收 | — | 36.3% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | 0.60× | 1.06× |
| 过去12个月自由现金流最近4个季度 | — | $684.2M |
8季度趋势，按日历期对齐
经营现金流AAONRDDT
| Q4 25 | $19.3M | $266.8M | ||
| Q3 25 | $12.3M | $185.2M | ||
| Q2 25 | $-21.8M | $111.3M | ||
| Q1 25 | $-9.2M | $127.6M | ||
| Q4 24 | $845.0K | $90.0M | ||
| Q3 24 | $63.8M | $71.6M | ||
| Q2 24 | $35.5M | $28.4M | ||
| Q1 24 | $92.4M | $32.1M |
自由现金流AAONRDDT
| Q4 25 | — | $263.6M | ||
| Q3 25 | — | $183.1M | ||
| Q2 25 | — | $110.8M | ||
| Q1 25 | — | $126.6M | ||
| Q4 24 | — | $89.2M | ||
| Q3 24 | — | $70.3M | ||
| Q2 24 | — | $27.2M | ||
| Q1 24 | — | $29.2M |
自由现金流率AAONRDDT
| Q4 25 | — | 36.3% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 22.2% | ||
| Q1 25 | — | 32.3% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 20.2% | ||
| Q2 24 | — | 9.7% | ||
| Q1 24 | — | 12.0% |
资本支出强度AAONRDDT
| Q4 25 | — | 0.4% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.4% | ||
| Q1 24 | — | 1.2% |
现金转化率AAONRDDT
| Q4 25 | 0.60× | 1.06× | ||
| Q3 25 | 0.40× | 1.14× | ||
| Q2 25 | -1.41× | 1.25× | ||
| Q1 25 | -0.31× | 4.88× | ||
| Q4 24 | 0.03× | 1.27× | ||
| Q3 24 | 1.21× | 2.40× | ||
| Q2 24 | 0.68× | — | ||
| Q1 24 | 2.37× | — |
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
AAON
| AAON Oklahoma | $215.5M | 51% |
| Bas X | $106.1M | 25% |
| AAON Coil Products | $102.6M | 24% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
