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爱彼迎（ABNB）与BASSETT FURNITURE INDUSTRIES INC（BSET）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BASSETT FURNITURE INDUSTRIES INC的34.7倍（$2.8B vs $80.1M）。爱彼迎净利率更高（12.3% vs 1.0%，领先11.3%）。爱彼迎同比增速更快（12.0% vs 5.9%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -4.2%）
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。
巴塞特家具工业是源自美国的家具制造与零售企业，1902年创立，总部位于弗吉尼亚州巴塞特。它是弗吉尼亚州历史最悠久的家具厂商之一，创始之初创始人依托蓝岭山麓的家族锯木厂，利用富余木材生产卧室家具，逐步发展为知名家具企业。
ABNB vs BSET — 直观对比
营收规模更大
ABNB
是对方的34.7倍
$80.1M
营收增速更快
ABNB
高出6.1%
5.9%
净利率更高
ABNB
高出11.3%
1.0%
两年增速更快
ABNB
近两年复合增速
-4.2%
损益表 — Q4 2025 vs Q3 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $80.1M |
| 净利润 | $341.0M | $801.0K |
| 毛利率 | 82.5% | 56.2% |
| 营业利润率 | 9.7% | 0.7% |
| 净利率 | 12.3% | 1.0% |
| 营收同比 | 12.0% | 5.9% |
| 净利润同比 | -26.0% | 117.8% |
| 每股收益（稀释后） | — | $0.09 |
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ABNBBSET
| Q4 25 | $2.8B | — | ||
| Q3 25 | $4.1B | $80.1M | ||
| Q2 25 | $3.1B | $84.3M | ||
| Q1 25 | $2.3B | — | ||
| Q4 24 | $2.5B | $92.1M | ||
| Q3 24 | $3.7B | $75.6M | ||
| Q2 24 | $2.7B | — | ||
| Q1 24 | $2.1B | $86.6M |
净利润ABNBBSET
| Q4 25 | $341.0M | — | ||
| Q3 25 | $1.4B | $801.0K | ||
| Q2 25 | $642.0M | $1.9M | ||
| Q1 25 | $154.0M | — | ||
| Q4 24 | $461.0M | $508.0K | ||
| Q3 24 | $1.4B | $-4.5M | ||
| Q2 24 | $555.0M | — | ||
| Q1 24 | $264.0M | $-1.2M |
毛利率ABNBBSET
| Q4 25 | 82.5% | — | ||
| Q3 25 | 86.6% | 56.2% | ||
| Q2 25 | 82.4% | 55.6% | ||
| Q1 25 | 77.7% | — | ||
| Q4 24 | 82.8% | 55.7% | ||
| Q3 24 | 87.5% | 53.0% | ||
| Q2 24 | 81.6% | — | ||
| Q1 24 | 77.6% | 55.3% |
营业利润率ABNBBSET
| Q4 25 | 9.7% | — | ||
| Q3 25 | 39.7% | 0.7% | ||
| Q2 25 | 19.8% | 3.0% | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 17.3% | -1.3% | ||
| Q3 24 | 40.9% | -8.4% | ||
| Q2 24 | 18.1% | — | ||
| Q1 24 | 4.7% | -2.7% |
净利率ABNBBSET
| Q4 25 | 12.3% | — | ||
| Q3 25 | 33.6% | 1.0% | ||
| Q2 25 | 20.7% | 2.3% | ||
| Q1 25 | 6.8% | — | ||
| Q4 24 | 18.6% | 0.6% | ||
| Q3 24 | 36.7% | -6.0% | ||
| Q2 24 | 20.2% | — | ||
| Q1 24 | 12.3% | -1.4% |
每股收益（稀释后）ABNBBSET
| Q4 25 | — | — | ||
| Q3 25 | — | $0.09 | ||
| Q2 25 | — | $0.22 | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $0.07 | ||
| Q3 24 | — | $-0.52 | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-0.14 |
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 | $54.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $165.7M |
| 总资产 | $22.2B | $324.2M |
| 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ABNBBSET
| Q4 25 | $11.0B | — | ||
| Q3 25 | $11.7B | $54.6M | ||
| Q2 25 | $11.4B | $59.8M | ||
| Q1 25 | $11.5B | — | ||
| Q4 24 | $10.6B | $59.9M | ||
| Q3 24 | $11.3B | $56.2M | ||
| Q2 24 | $11.3B | — | ||
| Q1 24 | $11.1B | $58.4M |
股东权益ABNBBSET
| Q4 25 | $8.2B | — | ||
| Q3 25 | $8.6B | $165.7M | ||
| Q2 25 | $7.8B | $166.8M | ||
| Q1 25 | $7.9B | — | ||
| Q4 24 | $8.4B | $167.3M | ||
| Q3 24 | $8.5B | $165.0M | ||
| Q2 24 | $8.0B | — | ||
| Q1 24 | $7.9B | $180.6M |
总资产ABNBBSET
| Q4 25 | $22.2B | — | ||
| Q3 25 | $23.1B | $324.2M | ||
| Q2 25 | $27.0B | $331.3M | ||
| Q1 25 | $25.1B | — | ||
| Q4 24 | $21.0B | $341.2M | ||
| Q3 24 | $22.2B | $335.9M | ||
| Q2 24 | $26.3B | — | ||
| Q1 24 | $24.5B | $361.4M |
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 | $-1.2M |
| 自由现金流经营现金流 - 资本支出 | — | $-2.6M |
| 自由现金流率自由现金流/营收 | — | -3.3% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | 1.54× | -1.47× |
| 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ABNBBSET
| Q4 25 | $526.0M | — | ||
| Q3 25 | $1.4B | $-1.2M | ||
| Q2 25 | $975.0M | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $466.0M | — | ||
| Q3 24 | $1.1B | $5.4M | ||
| Q2 24 | $1.1B | — | ||
| Q1 24 | $1.9B | $-7.7M |
自由现金流ABNBBSET
| Q4 25 | — | — | ||
| Q3 25 | — | $-2.6M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.8M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $-9.8M |
自由现金流率ABNBBSET
| Q4 25 | — | — | ||
| Q3 25 | — | -3.3% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.7% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -11.3% |
资本支出强度ABNBBSET
| Q4 25 | — | — | ||
| Q3 25 | — | 1.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 3.5% | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 2.4% |
现金转化率ABNBBSET
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | -1.47× | ||
| 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% |
BSET
| Retail Segment | $51.9M | 65% |
| Bassett Custom Upholstery | $18.7M | 23% |
| Accessories Mattresses And Other | $6.9M | 9% |
| Bassett Custom Wood | $2.7M | 3% |
