vs
爱彼迎（ABNB）与ACCENDRA HEALTH INC（ACH）财务数据对比。点击上方公司名可切换其他公司
爱彼迎净利率更高（12.3% vs 4.5%，领先7.8%）。爱彼迎同比增速更快（12.0% vs 2.4%）。过去两年ACCENDRA HEALTH INC的营收复合增速更高（NaN% vs NaN%）
爱彼迎是全球知名的旅行住宿及体验共享平台，成立于2007年，2010年正式启用现名。平台连接全球各地的房东与旅客，用户可通过网页或移动端预订私人客房、普通住宅、度假屋等多元住宿，也可报名参与当地特色体验项目，是共享经济领域的代表性企业。
ABNB vs ACH — 直观对比
营收规模更大
ABNB
是对方的-2.2倍
$-1.2B
营收增速更快
ABNB
高出9.6%
2.4%
净利率更高
ABNB
高出7.8%
4.5%
两年增速更快
ACH
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $-1.2B |
| 净利润 | $341.0M | $-56.3M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 4.5% |
| 营收同比 | 12.0% | 2.4% |
| 净利润同比 | -26.0% | 81.0% |
| 每股收益（稀释后） | — | $-0.75 |
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ABNBACH
| Q4 25 | $2.8B | $-1.2B | ||
| Q3 25 | $4.1B | $697.3M | ||
| Q2 25 | $3.1B | $681.9M | ||
| Q1 25 | $2.3B | $2.6B | ||
| Q4 24 | $2.5B | $-1.3B | ||
| Q3 24 | $3.7B | $686.8M | ||
| Q2 24 | $2.7B | $660.4M | ||
| Q1 24 | $2.1B | $2.6B |
净利润ABNBACH
| Q4 25 | $341.0M | $-56.3M | ||
| Q3 25 | $1.4B | $-150.3M | ||
| Q2 25 | $642.0M | $-869.1M | ||
| Q1 25 | $154.0M | $-25.0M | ||
| Q4 24 | $461.0M | $-296.1M | ||
| Q3 24 | $1.4B | $-12.8M | ||
| Q2 24 | $555.0M | $-31.9M | ||
| Q1 24 | $264.0M | $-21.9M |
毛利率ABNBACH
| Q4 25 | 82.5% | — | ||
| Q3 25 | 86.6% | 46.2% | ||
| Q2 25 | 82.4% | 47.6% | ||
| Q1 25 | 77.7% | 20.0% | ||
| Q4 24 | 82.8% | — | ||
| Q3 24 | 87.5% | 81.5% | ||
| Q2 24 | 81.6% | 82.4% | ||
| Q1 24 | 77.6% | 20.5% |
营业利润率ABNBACH
| Q4 25 | 9.7% | — | ||
| Q3 25 | 39.7% | 3.8% | ||
| Q2 25 | 19.8% | -5.8% | ||
| Q1 25 | 1.7% | 0.0% | ||
| Q4 24 | 17.3% | — | ||
| Q3 24 | 40.9% | 4.5% | ||
| Q2 24 | 18.1% | 2.6% | ||
| Q1 24 | 4.7% | 0.4% |
净利率ABNBACH
| Q4 25 | 12.3% | 4.5% | ||
| Q3 25 | 33.6% | -21.6% | ||
| Q2 25 | 20.7% | -127.4% | ||
| Q1 25 | 6.8% | -0.9% | ||
| Q4 24 | 18.6% | 23.1% | ||
| Q3 24 | 36.7% | -1.9% | ||
| Q2 24 | 20.2% | -4.8% | ||
| Q1 24 | 12.3% | -0.8% |
每股收益（稀释后）ABNBACH
| Q4 25 | — | $-0.75 | ||
| Q3 25 | — | $-1.94 | ||
| Q2 25 | — | $-11.30 | ||
| Q1 25 | — | $-0.32 | ||
| Q4 24 | — | $-3.86 | ||
| Q3 24 | — | $-0.16 | ||
| Q2 24 | — | $-0.42 | ||
| Q1 24 | — | $-0.29 |
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 | $11.0B | $282.0M |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $8.2B | $-461.0M |
| 总资产 | $22.2B | $2.5B |
| 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ABNBACH
| Q4 25 | $11.0B | $282.0M | ||
| Q3 25 | $11.7B | $32.8M | ||
| Q2 25 | $11.4B | $38.3M | ||
| Q1 25 | $11.5B | $59.4M | ||
| Q4 24 | $10.6B | $27.6M | ||
| Q3 24 | $11.3B | $45.5M | ||
| Q2 24 | $11.3B | $243.7M | ||
| Q1 24 | $11.1B | $244.9M |
总债务ABNBACH
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | — | $1.9B |
股东权益ABNBACH
| Q4 25 | $8.2B | $-461.0M | ||
| Q3 25 | $8.6B | $-429.5M | ||
| Q2 25 | $7.8B | $-281.0M | ||
| Q1 25 | $7.9B | $571.0M | ||
| Q4 24 | $8.4B | $586.4M | ||
| Q3 24 | $8.5B | $895.7M | ||
| Q2 24 | $8.0B | $881.8M | ||
| Q1 24 | $7.9B | $916.0M |
总资产ABNBACH
| Q4 25 | $22.2B | $2.5B | ||
| Q3 25 | $23.1B | $4.0B | ||
| Q2 25 | $27.0B | $4.2B | ||
| Q1 25 | $25.1B | $4.9B | ||
| Q4 24 | $21.0B | $4.7B | ||
| Q3 24 | $22.2B | $5.1B | ||
| Q2 24 | $26.3B | $5.3B | ||
| Q1 24 | $24.5B | $5.2B |
负债/权益比ABNBACH
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 3.32× | ||
| Q4 24 | — | 3.07× | ||
| Q3 24 | — | 2.06× | ||
| Q2 24 | — | 2.12× | ||
| Q1 24 | — | 2.12× |
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 | $526.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 1.54× | — |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流ABNBACH
| Q4 25 | $526.0M | — | ||
| Q3 25 | $1.4B | $-172.5M | ||
| Q2 25 | $975.0M | $37.6M | ||
| Q1 25 | $1.8B | $-35.1M | ||
| Q4 24 | $466.0M | $71.0M | ||
| Q3 24 | $1.1B | $27.3M | ||
| Q2 24 | $1.1B | $116.1M | ||
| Q1 24 | $1.9B | $-53.0M |
自由现金流ABNBACH
| Q4 25 | — | — | ||
| Q3 25 | — | $-226.8M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $48.7M | ||
| Q3 24 | — | $-30.3M | ||
| Q2 24 | — | $71.8M | ||
| Q1 24 | — | $-99.0M |
自由现金流率ABNBACH
| Q4 25 | — | — | ||
| Q3 25 | — | -32.5% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.8% | ||
| Q3 24 | — | -4.4% | ||
| Q2 24 | — | 10.9% | ||
| Q1 24 | — | -3.8% |
资本支出强度ABNBACH
| Q4 25 | — | — | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -1.7% | ||
| Q3 24 | — | 8.4% | ||
| Q2 24 | — | 6.7% | ||
| Q1 24 | — | 1.8% |
现金转化率ABNBACH
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 1.89× | — | ||
| Q1 24 | 7.28× | — |
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
ABNB
| North America | $1.1B | 41% |
| EMEA | $930.0M | 33% |
| Latin America | $351.0M | 13% |
| Other | $351.0M | 13% |
ACH
暂无分部数据
