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爱彼迎（ABNB）与APPLIED INDUSTRIAL TECHNOLOGIES INC（AIT）财务数据对比。点击上方公司名可切换其他公司
爱彼迎的季度营收约是APPLIED INDUSTRIAL TECHNOLOGIES INC的2.4倍（$2.8B vs $1.2B）。爱彼迎净利率更高（12.3% vs 8.2%，领先4.1%）。爱彼迎同比增速更快（12.0% vs 8.4%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 0.7%）
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。
AIT（Applied Industrial Technologies Inc）是总部位于美国的全球化上市工业企业，主营轴承、动力传动产品、工程级流体动力组件及系统、特种流量控制产品等工业用品分销，同时为工业及流体动力应用场景提供工程设计、系统集成及定制化配套服务。
ABNB vs AIT — 直观对比
营收规模更大
ABNB
是对方的2.4倍
$1.2B
营收增速更快
ABNB
高出3.6%
8.4%
净利率更高
ABNB
高出4.1%
8.2%
两年增速更快
ABNB
近两年复合增速
0.7%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.2B |
| 净利润 | $341.0M | $95.3M |
| 毛利率 | 82.5% | 30.4% |
| 营业利润率 | 9.7% | 10.6% |
| 净利率 | 12.3% | 8.2% |
| 营收同比 | 12.0% | 8.4% |
| 净利润同比 | -26.0% | 2.2% |
| 每股收益（稀释后） | — | $2.51 |
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ABNBAIT
| Q4 25 | $2.8B | $1.2B | ||
| Q3 25 | $4.1B | $1.2B | ||
| Q2 25 | $3.1B | $1.2B | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.5B | $1.1B | ||
| Q3 24 | $3.7B | $1.1B | ||
| Q2 24 | $2.7B | $1.2B | ||
| Q1 24 | $2.1B | $1.1B |
净利润ABNBAIT
| Q4 25 | $341.0M | $95.3M | ||
| Q3 25 | $1.4B | $100.8M | ||
| Q2 25 | $642.0M | $107.8M | ||
| Q1 25 | $154.0M | $99.8M | ||
| Q4 24 | $461.0M | $93.3M | ||
| Q3 24 | $1.4B | $92.1M | ||
| Q2 24 | $555.0M | $103.5M | ||
| Q1 24 | $264.0M | $97.2M |
毛利率ABNBAIT
| Q4 25 | 82.5% | 30.4% | ||
| Q3 25 | 86.6% | 30.1% | ||
| Q2 25 | 82.4% | 30.6% | ||
| Q1 25 | 77.7% | 30.5% | ||
| Q4 24 | 82.8% | 30.6% | ||
| Q3 24 | 87.5% | 29.6% | ||
| Q2 24 | 81.6% | 30.7% | ||
| Q1 24 | 77.6% | 29.5% |
营业利润率ABNBAIT
| Q4 25 | 9.7% | 10.6% | ||
| Q3 25 | 39.7% | 10.8% | ||
| Q2 25 | 19.8% | 11.0% | ||
| Q1 25 | 1.7% | 11.1% | ||
| Q4 24 | 17.3% | 11.3% | ||
| Q3 24 | 40.9% | 10.3% | ||
| Q2 24 | 18.1% | 12.0% | ||
| Q1 24 | 4.7% | 10.6% |
净利率ABNBAIT
| Q4 25 | 12.3% | 8.2% | ||
| Q3 25 | 33.6% | 8.4% | ||
| Q2 25 | 20.7% | 8.8% | ||
| Q1 25 | 6.8% | 8.6% | ||
| Q4 24 | 18.6% | 8.7% | ||
| Q3 24 | 36.7% | 8.4% | ||
| Q2 24 | 20.2% | 8.9% | ||
| Q1 24 | 12.3% | 8.5% |
每股收益（稀释后）ABNBAIT
| Q4 25 | — | $2.51 | ||
| Q3 25 | — | $2.63 | ||
| Q2 25 | — | $2.80 | ||
| Q1 25 | — | $2.57 | ||
| Q4 24 | — | $2.39 | ||
| Q3 24 | — | $2.36 | ||
| Q2 24 | — | $2.64 | ||
| Q1 24 | — | $2.48 |
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 | $406.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $1.9B |
| 总资产 | $22.2B | $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ABNBAIT
| Q4 25 | $11.0B | $406.0M | ||
| Q3 25 | $11.7B | $418.7M | ||
| Q2 25 | $11.4B | $388.4M | ||
| Q1 25 | $11.5B | $352.8M | ||
| Q4 24 | $10.6B | $303.4M | ||
| Q3 24 | $11.3B | $538.5M | ||
| Q2 24 | $11.3B | $460.6M | ||
| Q1 24 | $11.1B | $456.5M |
股东权益ABNBAIT
| Q4 25 | $8.2B | $1.9B | ||
| Q3 25 | $8.6B | $1.9B | ||
| Q2 25 | $7.8B | $1.8B | ||
| Q1 25 | $7.9B | $1.8B | ||
| Q4 24 | $8.4B | $1.8B | ||
| Q3 24 | $8.5B | $1.8B | ||
| Q2 24 | $8.0B | $1.7B | ||
| Q1 24 | $7.9B | $1.7B |
总资产ABNBAIT
| Q4 25 | $22.2B | $3.2B | ||
| Q3 25 | $23.1B | $3.2B | ||
| Q2 25 | $27.0B | $3.2B | ||
| Q1 25 | $25.1B | $3.1B | ||
| Q4 24 | $21.0B | $3.0B | ||
| Q3 24 | $22.2B | $3.0B | ||
| Q2 24 | $26.3B | $3.0B | ||
| Q1 24 | $24.5B | $2.9B |
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 | $99.7M |
| 自由现金流经营现金流 - 资本支出 | — | $93.4M |
| 自由现金流率自由现金流/营收 | — | 8.0% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | 1.54× | 1.05× |
| 过去12个月自由现金流最近4个季度 | — | $458.5M |
8季度趋势，按日历期对齐
经营现金流ABNBAIT
| Q4 25 | $526.0M | $99.7M | ||
| Q3 25 | $1.4B | $119.3M | ||
| Q2 25 | $975.0M | $147.0M | ||
| Q1 25 | $1.8B | $122.5M | ||
| Q4 24 | $466.0M | $95.1M | ||
| Q3 24 | $1.1B | $127.7M | ||
| Q2 24 | $1.1B | $119.2M | ||
| Q1 24 | $1.9B | $84.2M |
自由现金流ABNBAIT
| Q4 25 | — | $93.4M | ||
| Q3 25 | — | $112.0M | ||
| Q2 25 | — | $138.2M | ||
| Q1 25 | — | $114.9M | ||
| Q4 24 | — | $89.9M | ||
| Q3 24 | — | $122.2M | ||
| Q2 24 | — | $111.7M | ||
| Q1 24 | — | $76.7M |
自由现金流率ABNBAIT
| Q4 25 | — | 8.0% | ||
| Q3 25 | — | 9.3% | ||
| Q2 25 | — | 11.3% | ||
| Q1 25 | — | 9.8% | ||
| Q4 24 | — | 8.4% | ||
| Q3 24 | — | 11.1% | ||
| Q2 24 | — | 9.6% | ||
| Q1 24 | — | 6.7% |
资本支出强度ABNBAIT
| Q4 25 | — | 0.5% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 0.6% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.6% | ||
| Q1 24 | — | 0.7% |
现金转化率ABNBAIT
| Q4 25 | 1.54× | 1.05× | ||
| Q3 25 | 0.99× | 1.18× | ||
| Q2 25 | 1.52× | 1.36× | ||
| Q1 25 | 11.62× | 1.23× | ||
| Q4 24 | 1.01× | 1.02× | ||
| Q3 24 | 0.79× | 1.39× | ||
| Q2 24 | 1.89× | 1.15× | ||
| Q1 24 | 7.28× | 0.87× |
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% |
AIT
| Service Center Based Distribution Segment | $625.2M | 54% |
| Engineered Solutions Segment | $398.9M | 34% |
| Other | $75.8M | 7% |
| Hydradyne LLC | $63.1M | 5% |
