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爱彼迎（ABNB）与DICK'S SPORTING GOODS, INC.（DKS）财务数据对比。点击上方公司名可切换其他公司
DICK'S SPORTING GOODS, INC.的季度营收约是爱彼迎的1.5倍（$4.2B vs $2.8B）。爱彼迎净利率更高（12.3% vs 1.8%，领先10.5%）。DICK'S SPORTING GOODS, INC.同比增速更快（36.3% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 3.7%）
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。
DICK'S SPORTING GOODS, INC.是1948年由理查德·“迪克”·斯塔克创立的美国体育用品连锁企业，为美国规模最大的体育用品零售商，入选《财富》美国500强，经营全品类专业运动装备、体育周边及户外休闲用品。
ABNB vs DKS — 直观对比
营收规模更大
DKS
是对方的1.5倍
$2.8B
营收增速更快
DKS
高出24.3%
12.0%
净利率更高
ABNB
高出10.5%
1.8%
两年增速更快
ABNB
近两年复合增速
3.7%
损益表 — Q4 2025 vs Q4 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.2B |
| 净利润 | $341.0M | $75.2M |
| 毛利率 | 82.5% | 33.1% |
| 营业利润率 | 9.7% | 2.2% |
| 净利率 | 12.3% | 1.8% |
| 营收同比 | 12.0% | 36.3% |
| 净利润同比 | -26.0% | -67.0% |
| 每股收益（稀释后） | — | $0.86 |
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ABNBDKS
| Q4 25 | $2.8B | $4.2B | ||
| Q3 25 | $4.1B | $3.6B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $2.3B | $3.9B | ||
| Q4 24 | $2.5B | $3.1B | ||
| Q3 24 | $3.7B | $3.5B | ||
| Q2 24 | $2.7B | $3.0B | ||
| Q1 24 | $2.1B | $3.9B |
净利润ABNBDKS
| Q4 25 | $341.0M | $75.2M | ||
| Q3 25 | $1.4B | $381.4M | ||
| Q2 25 | $642.0M | $264.3M | ||
| Q1 25 | $154.0M | — | ||
| Q4 24 | $461.0M | $227.8M | ||
| Q3 24 | $1.4B | $362.2M | ||
| Q2 24 | $555.0M | $275.3M | ||
| Q1 24 | $264.0M | — |
毛利率ABNBDKS
| Q4 25 | 82.5% | 33.1% | ||
| Q3 25 | 86.6% | 37.1% | ||
| Q2 25 | 82.4% | 36.7% | ||
| Q1 25 | 77.7% | 35.0% | ||
| Q4 24 | 82.8% | 35.8% | ||
| Q3 24 | 87.5% | 36.7% | ||
| Q2 24 | 81.6% | 36.3% | ||
| Q1 24 | 77.6% | 34.4% |
营业利润率ABNBDKS
| Q4 25 | 9.7% | 2.2% | ||
| Q3 25 | 39.7% | 12.4% | ||
| Q2 25 | 19.8% | 11.5% | ||
| Q1 25 | 1.7% | 9.9% | ||
| Q4 24 | 17.3% | 9.4% | ||
| Q3 24 | 40.9% | 13.5% | ||
| Q2 24 | 18.1% | 11.0% | ||
| Q1 24 | 4.7% | 9.6% |
净利率ABNBDKS
| Q4 25 | 12.3% | 1.8% | ||
| Q3 25 | 33.6% | 10.5% | ||
| Q2 25 | 20.7% | 8.3% | ||
| Q1 25 | 6.8% | — | ||
| Q4 24 | 18.6% | 7.5% | ||
| Q3 24 | 36.7% | 10.4% | ||
| Q2 24 | 20.2% | 9.1% | ||
| Q1 24 | 12.3% | — |
每股收益（稀释后）ABNBDKS
| Q4 25 | — | $0.86 | ||
| Q3 25 | — | $4.71 | ||
| Q2 25 | — | $3.24 | ||
| Q1 25 | — | $3.63 | ||
| Q4 24 | — | $2.75 | ||
| Q3 24 | — | $4.37 | ||
| Q2 24 | — | $3.30 | ||
| Q1 24 | — | $3.57 |
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 | $821.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $5.5B |
| 总资产 | $22.2B | $17.4B |
| 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ABNBDKS
| Q4 25 | $11.0B | $821.3M | ||
| Q3 25 | $11.7B | $1.2B | ||
| Q2 25 | $11.4B | $1.0B | ||
| Q1 25 | $11.5B | $1.7B | ||
| Q4 24 | $10.6B | $1.5B | ||
| Q3 24 | $11.3B | $1.7B | ||
| Q2 24 | $11.3B | $1.6B | ||
| Q1 24 | $11.1B | $1.8B |
股东权益ABNBDKS
| Q4 25 | $8.2B | $5.5B | ||
| Q3 25 | $8.6B | $3.4B | ||
| Q2 25 | $7.8B | $3.1B | ||
| Q1 25 | $7.9B | $3.2B | ||
| Q4 24 | $8.4B | $3.1B | ||
| Q3 24 | $8.5B | $2.9B | ||
| Q2 24 | $8.0B | $2.7B | ||
| Q1 24 | $7.9B | $2.6B |
总资产ABNBDKS
| Q4 25 | $22.2B | $17.4B | ||
| Q3 25 | $23.1B | $10.7B | ||
| Q2 25 | $27.0B | $10.4B | ||
| Q1 25 | $25.1B | $10.5B | ||
| Q4 24 | $21.0B | $10.5B | ||
| Q3 24 | $22.2B | $9.9B | ||
| Q2 24 | $26.3B | $9.7B | ||
| Q1 24 | $24.5B | $9.3B |
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 | $-248.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-515.6M |
| 自由现金流率自由现金流/营收 | — | -12.4% |
| 资本支出强度资本支出/营收 | — | 6.4% |
| 现金转化率经营现金流/净利润 | 1.54× | -3.30× |
| 过去12个月自由现金流最近4个季度 | — | $88.5M |
8季度趋势，按日历期对齐
经营现金流ABNBDKS
| Q4 25 | $526.0M | $-248.4M | ||
| Q3 25 | $1.4B | $557.6M | ||
| Q2 25 | $975.0M | $178.0M | ||
| Q1 25 | $1.8B | $631.5M | ||
| Q4 24 | $466.0M | $54.2M | ||
| Q3 24 | $1.1B | $394.4M | ||
| Q2 24 | $1.1B | $231.7M | ||
| Q1 24 | $1.9B | $762.6M |
自由现金流ABNBDKS
| Q4 25 | — | $-515.6M | ||
| Q3 25 | — | $296.2M | ||
| Q2 25 | — | $-86.7M | ||
| Q1 25 | — | $394.5M | ||
| Q4 24 | — | $-139.3M | ||
| Q3 24 | — | $179.8M | ||
| Q2 24 | — | $74.2M | ||
| Q1 24 | — | $584.7M |
自由现金流率ABNBDKS
| Q4 25 | — | -12.4% | ||
| Q3 25 | — | 8.1% | ||
| Q2 25 | — | -2.7% | ||
| Q1 25 | — | 10.1% | ||
| Q4 24 | — | -4.6% | ||
| Q3 24 | — | 5.2% | ||
| Q2 24 | — | 2.5% | ||
| Q1 24 | — | 15.1% |
资本支出强度ABNBDKS
| Q4 25 | — | 6.4% | ||
| Q3 25 | — | 7.2% | ||
| Q2 25 | — | 8.3% | ||
| Q1 25 | — | 6.1% | ||
| Q4 24 | — | 6.3% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 5.2% | ||
| Q1 24 | — | 4.6% |
现金转化率ABNBDKS
| Q4 25 | 1.54× | -3.30× | ||
| Q3 25 | 0.99× | 1.46× | ||
| Q2 25 | 1.52× | 0.67× | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | 0.24× | ||
| Q3 24 | 0.79× | 1.09× | ||
| Q2 24 | 1.89× | 0.84× | ||
| 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% |
DKS
暂无分部数据
