vs
爱彼迎（ABNB）与Boot Barn Holdings, Inc.（BOOT）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Boot Barn Holdings, Inc.的3.9倍（$2.8B vs $705.6M）。爱彼迎净利率更高（12.3% vs 12.2%，领先0.1%）。Boot Barn Holdings, Inc.同比增速更快（16.0% vs 12.0%）。过去两年Boot Barn Holdings, Inc.的营收复合增速更高（34.8% vs 13.9%）
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。
Henry Boot plc是总部位于英国谢菲尔德的地产开发企业，1919年于伦敦证券交易所上市，是英国首家上市的住宅建造商。两次世界大战期间，该公司住宅建造量位居全英首位，目前仍是英国颇具规模的建筑与物业管理服务商。
ABNB vs BOOT — 直观对比
营收规模更大
ABNB
是对方的3.9倍
$705.6M
营收增速更快
BOOT
高出4.0%
12.0%
净利率更高
ABNB
高出0.1%
12.2%
两年增速更快
BOOT
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $705.6M |
| 净利润 | $341.0M | $85.8M |
| 毛利率 | 82.5% | 39.9% |
| 营业利润率 | 9.7% | 16.3% |
| 净利率 | 12.3% | 12.2% |
| 营收同比 | 12.0% | 16.0% |
| 净利润同比 | -26.0% | 14.3% |
| 每股收益（稀释后） | — | $2.79 |
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ABNBBOOT
| Q4 25 | $2.8B | $705.6M | ||
| Q3 25 | $4.1B | $505.4M | ||
| Q2 25 | $3.1B | $504.1M | ||
| Q1 25 | $2.3B | $453.7M | ||
| Q4 24 | $2.5B | $608.2M | ||
| Q3 24 | $3.7B | $425.8M | ||
| Q2 24 | $2.7B | $423.4M | ||
| Q1 24 | $2.1B | $388.5M |
净利润ABNBBOOT
| Q4 25 | $341.0M | $85.8M | ||
| Q3 25 | $1.4B | $42.2M | ||
| Q2 25 | $642.0M | $53.4M | ||
| Q1 25 | $154.0M | $37.5M | ||
| Q4 24 | $461.0M | $75.1M | ||
| Q3 24 | $1.4B | $29.4M | ||
| Q2 24 | $555.0M | $38.9M | ||
| Q1 24 | $264.0M | $29.4M |
毛利率ABNBBOOT
| Q4 25 | 82.5% | 39.9% | ||
| Q3 25 | 86.6% | 36.4% | ||
| Q2 25 | 82.4% | 39.1% | ||
| Q1 25 | 77.7% | 37.1% | ||
| Q4 24 | 82.8% | 39.3% | ||
| Q3 24 | 87.5% | 35.9% | ||
| Q2 24 | 81.6% | 37.0% | ||
| Q1 24 | 77.6% | 35.9% |
营业利润率ABNBBOOT
| Q4 25 | 9.7% | 16.3% | ||
| Q3 25 | 39.7% | 11.2% | ||
| Q2 25 | 19.8% | 14.0% | ||
| Q1 25 | 1.7% | 11.0% | ||
| Q4 24 | 17.3% | 16.4% | ||
| Q3 24 | 40.9% | 9.4% | ||
| Q2 24 | 18.1% | 11.9% | ||
| Q1 24 | 4.7% | 9.8% |
净利率ABNBBOOT
| Q4 25 | 12.3% | 12.2% | ||
| Q3 25 | 33.6% | 8.4% | ||
| Q2 25 | 20.7% | 10.6% | ||
| Q1 25 | 6.8% | 8.3% | ||
| Q4 24 | 18.6% | 12.3% | ||
| Q3 24 | 36.7% | 6.9% | ||
| Q2 24 | 20.2% | 9.2% | ||
| Q1 24 | 12.3% | 7.6% |
每股收益（稀释后）ABNBBOOT
| Q4 25 | — | $2.79 | ||
| Q3 25 | — | $1.37 | ||
| Q2 25 | — | $1.74 | ||
| Q1 25 | — | $1.24 | ||
| Q4 24 | — | $2.43 | ||
| Q3 24 | — | $0.95 | ||
| Q2 24 | — | $1.26 | ||
| Q1 24 | — | $0.96 |
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 | $200.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $1.3B |
| 总资产 | $22.2B | $2.4B |
| 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ABNBBOOT
| Q4 25 | $11.0B | $200.1M | ||
| Q3 25 | $11.7B | $64.7M | ||
| Q2 25 | $11.4B | $95.3M | ||
| Q1 25 | $11.5B | $69.8M | ||
| Q4 24 | $10.6B | $152.9M | ||
| Q3 24 | $11.3B | $37.4M | ||
| Q2 24 | $11.3B | $83.4M | ||
| Q1 24 | $11.1B | $75.8M |
股东权益ABNBBOOT
| Q4 25 | $8.2B | $1.3B | ||
| Q3 25 | $8.6B | $1.2B | ||
| Q2 25 | $7.8B | $1.2B | ||
| Q1 25 | $7.9B | $1.1B | ||
| Q4 24 | $8.4B | $1.1B | ||
| Q3 24 | $8.5B | $1.0B | ||
| Q2 24 | $8.0B | $981.8M | ||
| Q1 24 | $7.9B | $943.6M |
总资产ABNBBOOT
| Q4 25 | $22.2B | $2.4B | ||
| Q3 25 | $23.1B | $2.3B | ||
| Q2 25 | $27.0B | $2.1B | ||
| Q1 25 | $25.1B | $2.0B | ||
| Q4 24 | $21.0B | $2.0B | ||
| Q3 24 | $22.2B | $1.9B | ||
| Q2 24 | $26.3B | $1.8B | ||
| Q1 24 | $24.5B | $1.7B |
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 | $209.7M |
| 自由现金流经营现金流 - 资本支出 | — | $148.0M |
| 自由现金流率自由现金流/营收 | — | 21.0% |
| 资本支出强度资本支出/营收 | — | 8.7% |
| 现金转化率经营现金流/净利润 | 1.54× | 2.44× |
| 过去12个月自由现金流最近4个季度 | — | $89.8M |
8季度趋势，按日历期对齐
经营现金流ABNBBOOT
| Q4 25 | $526.0M | $209.7M | ||
| Q3 25 | $1.4B | $25.7M | ||
| Q2 25 | $975.0M | $73.8M | ||
| Q1 25 | $1.8B | $-43.1M | ||
| Q4 24 | $466.0M | $157.1M | ||
| Q3 24 | $1.1B | $-7.8M | ||
| Q2 24 | $1.1B | $41.3M | ||
| Q1 24 | $1.9B | — |
自由现金流ABNBBOOT
| Q4 25 | — | $148.0M | ||
| Q3 25 | — | $-17.5M | ||
| Q2 25 | — | $42.4M | ||
| Q1 25 | — | $-83.1M | ||
| Q4 24 | — | $114.2M | ||
| Q3 24 | — | $-46.1M | ||
| Q2 24 | — | $14.2M | ||
| Q1 24 | — | — |
自由现金流率ABNBBOOT
| Q4 25 | — | 21.0% | ||
| Q3 25 | — | -3.5% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | -18.3% | ||
| Q4 24 | — | 18.8% | ||
| Q3 24 | — | -10.8% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | — |
资本支出强度ABNBBOOT
| Q4 25 | — | 8.7% | ||
| Q3 25 | — | 8.6% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 8.8% | ||
| Q4 24 | — | 7.1% | ||
| Q3 24 | — | 9.0% | ||
| Q2 24 | — | 6.4% | ||
| Q1 24 | — | — |
现金转化率ABNBBOOT
| Q4 25 | 1.54× | 2.44× | ||
| Q3 25 | 0.99× | 0.61× | ||
| Q2 25 | 1.52× | 1.38× | ||
| Q1 25 | 11.62× | -1.15× | ||
| Q4 24 | 1.01× | 2.09× | ||
| Q3 24 | 0.79× | -0.26× | ||
| Q2 24 | 1.89× | 1.06× | ||
| 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% |
BOOT
暂无分部数据
