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爱彼迎（ABNB）与AMCON DISTRIBUTING CO（DIT）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AMCON DISTRIBUTING CO的3.8倍（$2.8B vs $730.1M）。爱彼迎净利率更高（12.3% vs 0.1%，领先12.2%）。爱彼迎同比增速更快（12.0% vs 2.6%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 10.1%）
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。
AMCON Distributing Co是一家总部位于美国的消费品分销企业，主营食品、饮料、美妆个护、烟草及日用百货的分销业务，主要服务美国本土的独立便利店、食品零售商、药店及其他小型零售网点。
ABNB vs DIT — 直观对比
营收规模更大
ABNB
是对方的3.8倍
$730.1M
营收增速更快
ABNB
高出9.4%
2.6%
净利率更高
ABNB
高出12.2%
0.1%
两年增速更快
ABNB
近两年复合增速
10.1%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $730.1M |
| 净利润 | $341.0M | $793.0K |
| 毛利率 | 82.5% | 6.6% |
| 营业利润率 | 9.7% | 0.5% |
| 净利率 | 12.3% | 0.1% |
| 营收同比 | 12.0% | 2.6% |
| 净利润同比 | -26.0% | 127.6% |
| 每股收益（稀释后） | — | $1.28 |
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ABNBDIT
| Q4 25 | $2.8B | $730.1M | ||
| Q3 25 | $4.1B | $746.3M | ||
| Q2 25 | $3.1B | $739.6M | ||
| Q1 25 | $2.3B | $619.5M | ||
| Q4 24 | $2.5B | $711.3M | ||
| Q3 24 | $3.7B | $746.3M | ||
| Q2 24 | $2.7B | $717.9M | ||
| Q1 24 | $2.1B | $601.9M |
净利润ABNBDIT
| Q4 25 | $341.0M | $793.0K | ||
| Q3 25 | $1.4B | $491.7K | ||
| Q2 25 | $642.0M | $1.3M | ||
| Q1 25 | $154.0M | $-1.6M | ||
| Q4 24 | $461.0M | $348.4K | ||
| Q3 24 | $1.4B | $1.2M | ||
| Q2 24 | $555.0M | $1.5M | ||
| Q1 24 | $264.0M | $539.5K |
毛利率ABNBDIT
| Q4 25 | 82.5% | 6.6% | ||
| Q3 25 | 86.6% | 6.5% | ||
| Q2 25 | 82.4% | 6.7% | ||
| Q1 25 | 77.7% | 6.9% | ||
| Q4 24 | 82.8% | 6.6% | ||
| Q3 24 | 87.5% | 6.5% | ||
| Q2 24 | 81.6% | 6.7% | ||
| Q1 24 | 77.6% | 7.0% |
营业利润率ABNBDIT
| Q4 25 | 9.7% | 0.5% | ||
| Q3 25 | 39.7% | 0.5% | ||
| Q2 25 | 19.8% | 0.7% | ||
| Q1 25 | 1.7% | 0.1% | ||
| Q4 24 | 17.3% | 0.5% | ||
| Q3 24 | 40.9% | 0.7% | ||
| Q2 24 | 18.1% | 0.8% | ||
| Q1 24 | 4.7% | 0.6% |
净利率ABNBDIT
| Q4 25 | 12.3% | 0.1% | ||
| Q3 25 | 33.6% | 0.1% | ||
| Q2 25 | 20.7% | 0.2% | ||
| Q1 25 | 6.8% | -0.3% | ||
| Q4 24 | 18.6% | 0.0% | ||
| Q3 24 | 36.7% | 0.2% | ||
| Q2 24 | 20.2% | 0.2% | ||
| Q1 24 | 12.3% | 0.1% |
每股收益（稀释后）ABNBDIT
| Q4 25 | — | $1.28 | ||
| Q3 25 | — | $0.80 | ||
| Q2 25 | — | $2.13 | ||
| Q1 25 | — | $-2.58 | ||
| Q4 24 | — | $0.57 | ||
| Q3 24 | — | $2.02 | ||
| Q2 24 | — | $2.46 | ||
| Q1 24 | — | $0.89 |
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 | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $114.1M |
| 总资产 | $22.2B | $378.7M |
| 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ABNBDIT
| Q4 25 | $11.0B | — | ||
| Q3 25 | $11.7B | — | ||
| Q2 25 | $11.4B | — | ||
| Q1 25 | $11.5B | — | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $11.3B | — | ||
| Q2 24 | $11.3B | — | ||
| Q1 24 | $11.1B | — |
总债务ABNBDIT
| Q4 25 | — | — | ||
| Q3 25 | — | $16.5M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $21.8M | ||
| Q2 24 | — | $23.3M | ||
| Q1 24 | — | $20.5M |
股东权益ABNBDIT
| Q4 25 | $8.2B | $114.1M | ||
| Q3 25 | $8.6B | $113.1M | ||
| Q2 25 | $7.8B | $113.2M | ||
| Q1 25 | $7.9B | $111.4M | ||
| Q4 24 | $8.4B | $112.4M | ||
| Q3 24 | $8.5B | $111.7M | ||
| Q2 24 | $8.0B | $110.0M | ||
| Q1 24 | $7.9B | $108.0M |
总资产ABNBDIT
| Q4 25 | $22.2B | $378.7M | ||
| Q3 25 | $23.1B | $391.1M | ||
| Q2 25 | $27.0B | $393.9M | ||
| Q1 25 | $25.1B | $392.0M | ||
| Q4 24 | $21.0B | $404.7M | ||
| Q3 24 | $22.2B | $374.1M | ||
| Q2 24 | $26.3B | $400.6M | ||
| Q1 24 | $24.5B | $336.2M |
负债/权益比ABNBDIT
| Q4 25 | — | — | ||
| Q3 25 | — | 0.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.19× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.19× |
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 | $-11.7M |
| 自由现金流经营现金流 - 资本支出 | — | $-12.4M |
| 自由现金流率自由现金流/营收 | — | -1.7% |
| 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× | -14.75× |
| 过去12个月自由现金流最近4个季度 | — | $40.6M |
8季度趋势，按日历期对齐
经营现金流ABNBDIT
| Q4 25 | $526.0M | $-11.7M | ||
| Q3 25 | $1.4B | $31.1M | ||
| Q2 25 | $975.0M | $-7.0M | ||
| Q1 25 | $1.8B | $34.4M | ||
| Q4 24 | $466.0M | $-39.9M | ||
| Q3 24 | $1.1B | $41.0M | ||
| Q2 24 | $1.1B | $-26.9M | ||
| Q1 24 | $1.9B | $48.8M |
自由现金流ABNBDIT
| Q4 25 | — | $-12.4M | ||
| Q3 25 | — | $30.4M | ||
| Q2 25 | — | $-8.8M | ||
| Q1 25 | — | $31.4M | ||
| Q4 24 | — | $-43.3M | ||
| Q3 24 | — | $37.4M | ||
| Q2 24 | — | $-32.6M | ||
| Q1 24 | — | $41.6M |
自由现金流率ABNBDIT
| Q4 25 | — | -1.7% | ||
| Q3 25 | — | 4.1% | ||
| Q2 25 | — | -1.2% | ||
| Q1 25 | — | 5.1% | ||
| Q4 24 | — | -6.1% | ||
| Q3 24 | — | 5.0% | ||
| Q2 24 | — | -4.5% | ||
| Q1 24 | — | 6.9% |
资本支出强度ABNBDIT
| Q4 25 | — | 0.1% | ||
| Q3 25 | — | 0.1% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.5% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.8% | ||
| Q1 24 | — | 1.2% |
现金转化率ABNBDIT
| Q4 25 | 1.54× | -14.75× | ||
| Q3 25 | 0.99× | 63.32× | ||
| Q2 25 | 1.52× | -5.33× | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | -114.43× | ||
| Q3 24 | 0.79× | 33.16× | ||
| Q2 24 | 1.89× | -18.05× | ||
| Q1 24 | 7.28× | 90.37× |
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% |
DIT
| Cigarettes | $446.5M | 61% |
| Tobacco | $143.7M | 20% |
| Tobacco Food Service And Other | $82.3M | 11% |
| Confectionery | $46.7M | 6% |
| Retail Segment | $10.8M | 1% |
