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爱彼迎（ABNB）与BUCKLE INC（BKE）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BUCKLE INC的8.7倍（$2.8B vs $320.8M）。BUCKLE INC净利率更高（15.2% vs 12.3%，领先2.9%）。爱彼迎同比增速更快（12.0% vs 9.3%）
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。
Buckle Inc.是美国时尚零售企业，面向全年龄段消费者销售服饰、鞋履及配饰。目前在美国42个州运营451家门店，品牌包括Buckle和The Buckle，产品涵盖知名品牌及自有品牌服饰，含牛仔装、休闲下装、上衣、连衣裙、运动休闲服饰、外套、鞋类、泳装、香氛及箱包配饰等。
ABNB vs BKE — 直观对比
营收规模更大
ABNB
是对方的8.7倍
$320.8M
营收增速更快
ABNB
高出2.7%
9.3%
净利率更高
BKE
高出2.9%
12.3%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $320.8M |
| 净利润 | $341.0M | $48.7M |
| 毛利率 | 82.5% | 48.0% |
| 营业利润率 | 9.7% | 19.0% |
| 净利率 | 12.3% | 15.2% |
| 营收同比 | 12.0% | 9.3% |
| 净利润同比 | -26.0% | 10.3% |
| 每股收益（稀释后） | — | $0.96 |
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ABNBBKE
| Q4 25 | $2.8B | $320.8M | ||
| Q3 25 | $4.1B | $305.7M | ||
| Q2 25 | $3.1B | $272.1M | ||
| Q1 25 | $2.3B | $379.2M | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $3.7B | — | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.1B | — |
净利润ABNBBKE
| Q4 25 | $341.0M | $48.7M | ||
| Q3 25 | $1.4B | $45.0M | ||
| Q2 25 | $642.0M | $35.2M | ||
| Q1 25 | $154.0M | $77.2M | ||
| Q4 24 | $461.0M | — | ||
| Q3 24 | $1.4B | — | ||
| Q2 24 | $555.0M | — | ||
| Q1 24 | $264.0M | — |
毛利率ABNBBKE
| Q4 25 | 82.5% | 48.0% | ||
| Q3 25 | 86.6% | 47.4% | ||
| Q2 25 | 82.4% | 46.7% | ||
| Q1 25 | 77.7% | 52.6% | ||
| Q4 24 | 82.8% | — | ||
| Q3 24 | 87.5% | — | ||
| Q2 24 | 81.6% | — | ||
| Q1 24 | 77.6% | — |
营业利润率ABNBBKE
| Q4 25 | 9.7% | 19.0% | ||
| Q3 25 | 39.7% | 18.4% | ||
| Q2 25 | 19.8% | 16.0% | ||
| Q1 25 | 1.7% | 25.4% | ||
| Q4 24 | 17.3% | — | ||
| Q3 24 | 40.9% | — | ||
| Q2 24 | 18.1% | — | ||
| Q1 24 | 4.7% | — |
净利率ABNBBKE
| Q4 25 | 12.3% | 15.2% | ||
| Q3 25 | 33.6% | 14.7% | ||
| Q2 25 | 20.7% | 12.9% | ||
| Q1 25 | 6.8% | 20.4% | ||
| Q4 24 | 18.6% | — | ||
| Q3 24 | 36.7% | — | ||
| Q2 24 | 20.2% | — | ||
| Q1 24 | 12.3% | — |
每股收益（稀释后）ABNBBKE
| Q4 25 | — | $0.96 | ||
| Q3 25 | — | $0.89 | ||
| Q2 25 | — | $0.70 | ||
| Q1 25 | — | $1.54 | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $24.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $510.7M |
| 总资产 | $22.2B | $1.1B |
| 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ABNBBKE
| Q4 25 | $11.0B | $24.0M | ||
| Q3 25 | $11.7B | $22.1M | ||
| Q2 25 | $11.4B | $22.9M | ||
| Q1 25 | $11.5B | $23.8M | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $11.3B | — | ||
| Q2 24 | $11.3B | — | ||
| Q1 24 | $11.1B | — |
股东权益ABNBBKE
| Q4 25 | $8.2B | $510.7M | ||
| Q3 25 | $8.6B | $476.2M | ||
| Q2 25 | $7.8B | $445.3M | ||
| Q1 25 | $7.9B | $423.8M | ||
| Q4 24 | $8.4B | — | ||
| Q3 24 | $8.5B | — | ||
| Q2 24 | $8.0B | — | ||
| Q1 24 | $7.9B | — |
总资产ABNBBKE
| Q4 25 | $22.2B | $1.1B | ||
| Q3 25 | $23.1B | $1.0B | ||
| Q2 25 | $27.0B | $977.3M | ||
| Q1 25 | $25.1B | $913.2M | ||
| Q4 24 | $21.0B | — | ||
| Q3 24 | $22.2B | — | ||
| Q2 24 | $26.3B | — | ||
| Q1 24 | $24.5B | — |
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 | $49.4M |
| 自由现金流经营现金流 - 资本支出 | — | $38.4M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | 1.54× | 1.02× |
| 过去12个月自由现金流最近4个季度 | — | $215.3M |
8季度趋势，按日历期对齐
经营现金流ABNBBKE
| Q4 25 | $526.0M | $49.4M | ||
| Q3 25 | $1.4B | $58.4M | ||
| Q2 25 | $975.0M | $31.0M | ||
| Q1 25 | $1.8B | $120.8M | ||
| Q4 24 | $466.0M | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.9B | — |
自由现金流ABNBBKE
| Q4 25 | — | $38.4M | ||
| Q3 25 | — | $46.4M | ||
| Q2 25 | — | $19.6M | ||
| Q1 25 | — | $111.0M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
自由现金流率ABNBBKE
| Q4 25 | — | 12.0% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 7.2% | ||
| Q1 25 | — | 29.3% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
资本支出强度ABNBBKE
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.9% | ||
| Q2 25 | — | 4.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
现金转化率ABNBBKE
| Q4 25 | 1.54× | 1.02× | ||
| Q3 25 | 0.99× | 1.30× | ||
| Q2 25 | 1.52× | 0.88× | ||
| Q1 25 | 11.62× | 1.56× | ||
| 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% |
BKE
暂无分部数据
