vs
爱彼迎（ABNB）与Civeo Corp（CVEO）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Civeo Corp的17.2倍（$2.8B vs $161.6M）。爱彼迎净利率更高（12.3% vs -4.0%，领先16.3%）。爱彼迎同比增速更快（12.0% vs 7.1%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -1.4%）
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。
希维欧公司（Civeo Corporation）是一家美国住宿服务跨国企业，从石油国家国际公司（Oil States International）拆分而来，目前是在纽约证券交易所挂牌上市的公众公司，主要为能源等行业项目提供人员住宿配套服务解决方案。
ABNB vs CVEO — 直观对比
营收规模更大
ABNB
是对方的17.2倍
$161.6M
营收增速更快
ABNB
高出4.9%
7.1%
净利率更高
ABNB
高出16.3%
-4.0%
两年增速更快
ABNB
近两年复合增速
-1.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $161.6M |
| 净利润 | $341.0M | $-6.5M |
| 毛利率 | 82.5% | 22.7% |
| 营业利润率 | 9.7% | -0.1% |
| 净利率 | 12.3% | -4.0% |
| 营收同比 | 12.0% | 7.1% |
| 净利润同比 | -26.0% | 58.1% |
| 每股收益（稀释后） | — | $-0.58 |
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ABNBCVEO
| Q4 25 | $2.8B | $161.6M | ||
| Q3 25 | $4.1B | $170.5M | ||
| Q2 25 | $3.1B | $162.7M | ||
| Q1 25 | $2.3B | $144.0M | ||
| Q4 24 | $2.5B | $151.0M | ||
| Q3 24 | $3.7B | $176.3M | ||
| Q2 24 | $2.7B | $188.7M | ||
| Q1 24 | $2.1B | $166.1M |
净利润ABNBCVEO
| Q4 25 | $341.0M | $-6.5M | ||
| Q3 25 | $1.4B | $-455.0K | ||
| Q2 25 | $642.0M | $-3.3M | ||
| Q1 25 | $154.0M | $-9.8M | ||
| Q4 24 | $461.0M | $-15.4M | ||
| Q3 24 | $1.4B | $-5.1M | ||
| Q2 24 | $555.0M | $8.2M | ||
| Q1 24 | $264.0M | $-5.1M |
毛利率ABNBCVEO
| Q4 25 | 82.5% | 22.7% | ||
| Q3 25 | 86.6% | 25.7% | ||
| Q2 25 | 82.4% | 25.3% | ||
| Q1 25 | 77.7% | 20.4% | ||
| Q4 24 | 82.8% | 18.6% | ||
| Q3 24 | 87.5% | 21.4% | ||
| Q2 24 | 81.6% | 25.4% | ||
| Q1 24 | 77.6% | 21.5% |
营业利润率ABNBCVEO
| Q4 25 | 9.7% | -0.1% | ||
| Q3 25 | 39.7% | 4.1% | ||
| Q2 25 | 19.8% | 1.7% | ||
| Q1 25 | 1.7% | -3.8% | ||
| Q4 24 | 17.3% | -6.7% | ||
| Q3 24 | 40.9% | 0.0% | ||
| Q2 24 | 18.1% | 6.9% | ||
| Q1 24 | 4.7% | -1.1% |
净利率ABNBCVEO
| Q4 25 | 12.3% | -4.0% | ||
| Q3 25 | 33.6% | -0.3% | ||
| Q2 25 | 20.7% | -2.0% | ||
| Q1 25 | 6.8% | -6.8% | ||
| Q4 24 | 18.6% | -10.2% | ||
| Q3 24 | 36.7% | -2.9% | ||
| Q2 24 | 20.2% | 4.4% | ||
| Q1 24 | 12.3% | -3.1% |
每股收益（稀释后）ABNBCVEO
| Q4 25 | — | $-0.58 | ||
| Q3 25 | — | $-0.04 | ||
| Q2 25 | — | $-0.25 | ||
| Q1 25 | — | $-0.72 | ||
| Q4 24 | — | $-1.04 | ||
| Q3 24 | — | $-0.36 | ||
| Q2 24 | — | $0.56 | ||
| Q1 24 | — | $-0.35 |
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 | $14.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $174.4M |
| 总资产 | $22.2B | $477.4M |
| 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ABNBCVEO
| Q4 25 | $11.0B | $14.4M | ||
| Q3 25 | $11.7B | $12.0M | ||
| Q2 25 | $11.4B | $14.6M | ||
| Q1 25 | $11.5B | $28.4M | ||
| Q4 24 | $10.6B | $5.2M | ||
| Q3 24 | $11.3B | $17.9M | ||
| Q2 24 | $11.3B | $7.4M | ||
| Q1 24 | $11.1B | $16.8M |
总债务ABNBCVEO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $43.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ABNBCVEO
| Q4 25 | $8.2B | $174.4M | ||
| Q3 25 | $8.6B | $182.5M | ||
| Q2 25 | $7.8B | $209.4M | ||
| Q1 25 | $7.9B | $220.7M | ||
| Q4 24 | $8.4B | $236.4M | ||
| Q3 24 | $8.5B | $282.2M | ||
| Q2 24 | $8.0B | $297.4M | ||
| Q1 24 | $7.9B | $297.4M |
总资产ABNBCVEO
| Q4 25 | $22.2B | $477.4M | ||
| Q3 25 | $23.1B | $491.1M | ||
| Q2 25 | $27.0B | $508.8M | ||
| Q1 25 | $25.1B | $423.8M | ||
| Q4 24 | $21.0B | $405.1M | ||
| Q3 24 | $22.2B | $477.6M | ||
| Q2 24 | $26.3B | $483.2M | ||
| Q1 24 | $24.5B | $513.1M |
负债/权益比ABNBCVEO
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $19.3M |
| 自由现金流经营现金流 - 资本支出 | — | $14.5M |
| 自由现金流率自由现金流/营收 | — | 8.9% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 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 | — | $2.1M |
8季度趋势，按日历期对齐
经营现金流ABNBCVEO
| Q4 25 | $526.0M | $19.3M | ||
| Q3 25 | $1.4B | $13.8M | ||
| Q2 25 | $975.0M | $-2.3M | ||
| Q1 25 | $1.8B | $-8.4M | ||
| Q4 24 | $466.0M | $9.5M | ||
| Q3 24 | $1.1B | $35.7M | ||
| Q2 24 | $1.1B | $32.4M | ||
| Q1 24 | $1.9B | $6.0M |
自由现金流ABNBCVEO
| Q4 25 | — | $14.5M | ||
| Q3 25 | — | $8.2M | ||
| Q2 25 | — | $-6.8M | ||
| Q1 25 | — | $-13.7M | ||
| Q4 24 | — | $1.8M | ||
| Q3 24 | — | $28.2M | ||
| Q2 24 | — | $27.0M | ||
| Q1 24 | — | $372.0K |
自由现金流率ABNBCVEO
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 4.8% | ||
| Q2 25 | — | -4.2% | ||
| Q1 25 | — | -9.5% | ||
| Q4 24 | — | 1.2% | ||
| Q3 24 | — | 16.0% | ||
| Q2 24 | — | 14.3% | ||
| Q1 24 | — | 0.2% |
资本支出强度ABNBCVEO
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 3.3% | ||
| Q2 25 | — | 2.8% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 5.1% | ||
| Q3 24 | — | 4.2% | ||
| Q2 24 | — | 2.8% | ||
| Q1 24 | — | 3.4% |
现金转化率ABNBCVEO
| 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× | 3.93× | ||
| 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% |
CVEO
暂无分部数据
