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爱彼迎（ABNB）与CULP INC（CULP）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CULP INC的52.2倍（$2.8B vs $53.2M）。爱彼迎净利率更高（12.3% vs -8.1%，领先20.4%）。爱彼迎同比增速更快（12.0% vs -4.4%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -6.2%）
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。
Culp Inc是全球领先的纺织品制造商，主营住宅及商用家具装饰面料、床垫面料产品，为家具生产商、床上用品供应商提供配套原材料，业务覆盖北美、亚洲、欧洲等主要市场。
ABNB vs CULP — 直观对比
营收规模更大
ABNB
是对方的52.2倍
$53.2M
营收增速更快
ABNB
高出16.5%
-4.4%
净利率更高
ABNB
高出20.4%
-8.1%
两年增速更快
ABNB
近两年复合增速
-6.2%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $53.2M |
| 净利润 | $341.0M | $-4.3M |
| 毛利率 | 82.5% | 10.9% |
| 营业利润率 | 9.7% | -6.5% |
| 净利率 | 12.3% | -8.1% |
| 营收同比 | 12.0% | -4.4% |
| 净利润同比 | -26.0% | 23.7% |
| 每股收益（稀释后） | — | $-0.34 |
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ABNBCULP
| Q4 25 | $2.8B | $53.2M | ||
| Q3 25 | $4.1B | $50.7M | ||
| Q2 25 | $3.1B | $48.8M | ||
| Q1 25 | $2.3B | $52.3M | ||
| Q4 24 | $2.5B | $55.7M | ||
| Q3 24 | $3.7B | $56.5M | ||
| Q2 24 | $2.7B | $49.5M | ||
| Q1 24 | $2.1B | $60.4M |
净利润ABNBCULP
| Q4 25 | $341.0M | $-4.3M | ||
| Q3 25 | $1.4B | $-231.0K | ||
| Q2 25 | $642.0M | $-2.1M | ||
| Q1 25 | $154.0M | $-4.1M | ||
| Q4 24 | $461.0M | $-5.6M | ||
| Q3 24 | $1.4B | $-7.3M | ||
| Q2 24 | $555.0M | $-4.9M | ||
| Q1 24 | $264.0M | $-3.2M |
毛利率ABNBCULP
| Q4 25 | 82.5% | 10.9% | ||
| Q3 25 | 86.6% | 14.3% | ||
| Q2 25 | 82.4% | 15.7% | ||
| Q1 25 | 77.7% | 12.1% | ||
| Q4 24 | 82.8% | 10.8% | ||
| Q3 24 | 87.5% | 9.0% | ||
| Q2 24 | 81.6% | 10.5% | ||
| Q1 24 | 77.6% | 12.7% |
营业利润率ABNBCULP
| Q4 25 | 9.7% | -6.5% | ||
| Q3 25 | 39.7% | 3.2% | ||
| Q2 25 | 19.8% | -4.6% | ||
| Q1 25 | 1.7% | -7.4% | ||
| Q4 24 | 17.3% | -9.7% | ||
| Q3 24 | 40.9% | -12.1% | ||
| Q2 24 | 18.1% | -8.6% | ||
| Q1 24 | 4.7% | -2.9% |
净利率ABNBCULP
| Q4 25 | 12.3% | -8.1% | ||
| Q3 25 | 33.6% | -0.5% | ||
| Q2 25 | 20.7% | -4.2% | ||
| Q1 25 | 6.8% | -7.9% | ||
| Q4 24 | 18.6% | -10.1% | ||
| Q3 24 | 36.7% | -12.8% | ||
| Q2 24 | 20.2% | -9.8% | ||
| Q1 24 | 12.3% | -5.3% |
每股收益（稀释后）ABNBCULP
| Q4 25 | — | $-0.34 | ||
| Q3 25 | — | $-0.02 | ||
| Q2 25 | — | $-0.17 | ||
| Q1 25 | — | $-0.33 | ||
| Q4 24 | — | $-0.45 | ||
| Q3 24 | — | $-0.58 | ||
| Q2 24 | — | $-0.39 | ||
| Q1 24 | — | $-0.26 |
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 | $10.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $53.6M |
| 总资产 | $22.2B | $125.2M |
| 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ABNBCULP
| Q4 25 | $11.0B | $10.7M | ||
| Q3 25 | $11.7B | $11.1M | ||
| Q2 25 | $11.4B | $5.6M | ||
| Q1 25 | $11.5B | $5.3M | ||
| Q4 24 | $10.6B | $10.5M | ||
| Q3 24 | $11.3B | $13.5M | ||
| Q2 24 | $11.3B | $10.0M | ||
| Q1 24 | $11.1B | $12.6M |
股东权益ABNBCULP
| Q4 25 | $8.2B | $53.6M | ||
| Q3 25 | $8.6B | $57.6M | ||
| Q2 25 | $7.8B | $57.6M | ||
| Q1 25 | $7.9B | $59.6M | ||
| Q4 24 | $8.4B | $63.6M | ||
| Q3 24 | $8.5B | $69.1M | ||
| Q2 24 | $8.0B | $76.1M | ||
| Q1 24 | $7.9B | $80.8M |
总资产ABNBCULP
| Q4 25 | $22.2B | $125.2M | ||
| Q3 25 | $23.1B | $126.4M | ||
| Q2 25 | $27.0B | $123.4M | ||
| Q1 25 | $25.1B | $127.6M | ||
| Q4 24 | $21.0B | $129.0M | ||
| Q3 24 | $22.2B | $129.1M | ||
| Q2 24 | $26.3B | $132.1M | ||
| Q1 24 | $24.5B | $142.0M |
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 | $-471.0K |
| 自由现金流经营现金流 - 资本支出 | — | $-510.0K |
| 自由现金流率自由现金流/营收 | — | -1.0% |
| 资本支出强度资本支出/营收 | — | 0.1% |
| 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 | — | $-17.8M |
8季度趋势，按日历期对齐
经营现金流ABNBCULP
| Q4 25 | $526.0M | $-471.0K | ||
| Q3 25 | $1.4B | $-695.0K | ||
| Q2 25 | $975.0M | $-8.2M | ||
| Q1 25 | $1.8B | $-6.8M | ||
| Q4 24 | $466.0M | $-2.4M | ||
| Q3 24 | $1.1B | $-206.0K | ||
| Q2 24 | $1.1B | $-2.3M | ||
| Q1 24 | $1.9B | $-1.5M |
自由现金流ABNBCULP
| Q4 25 | — | $-510.0K | ||
| Q3 25 | — | $-874.0K | ||
| Q2 25 | — | $-8.7M | ||
| Q1 25 | — | $-7.7M | ||
| Q4 24 | — | $-3.5M | ||
| Q3 24 | — | $-707.0K | ||
| Q2 24 | — | $-2.7M | ||
| Q1 24 | — | $-2.8M |
自由现金流率ABNBCULP
| Q4 25 | — | -1.0% | ||
| Q3 25 | — | -1.7% | ||
| Q2 25 | — | -17.9% | ||
| Q1 25 | — | -14.6% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | -1.3% | ||
| Q2 24 | — | -5.5% | ||
| Q1 24 | — | -4.6% |
资本支出强度ABNBCULP
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.4% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.6% | ||
| Q4 24 | — | 1.9% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 0.9% | ||
| Q1 24 | — | 2.1% |
现金转化率ABNBCULP
| 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% |
CULP
| Bedding Fabrics | $30.8M | 58% |
| Upholstery | $22.4M | 42% |
