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爱彼迎(ABNB)与FGI Industries Ltd.(FGI)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FGI Industries Ltd.的91.2倍($2.8B vs $30.5M)。爱彼迎净利率更高(12.3% vs -8.6%,领先20.9%)。爱彼迎同比增速更快(12.0% vs -14.4%)。过去两年爱彼迎的营收复合增速更高(13.9% vs -0.5%)
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。
FGI Industries Ltd是一家全球厨卫产品、家居收纳解决方案及家装用品的设计、制造与分销商,服务覆盖北美、欧洲及亚太地区的大型连锁零售商、家居专营店和电商平台。
ABNB vs FGI — 直观对比
营收规模更大
ABNB
是对方的91.2倍
$30.5M
营收增速更快
ABNB
高出26.4%
-14.4%
净利率更高
ABNB
高出20.9%
-8.6%
两年增速更快
ABNB
近两年复合增速
-0.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $30.5M |
| 净利润 | $341.0M | $-2.6M |
| 毛利率 | 82.5% | 26.7% |
| 营业利润率 | 9.7% | -2.2% |
| 净利率 | 12.3% | -8.6% |
| 营收同比 | 12.0% | -14.4% |
| 净利润同比 | -26.0% | -553.1% |
| 每股收益(稀释后) | — | $-1.63 |
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
ABNB
FGI
| Q4 25 | $2.8B | $30.5M | ||
| Q3 25 | $4.1B | $35.8M | ||
| Q2 25 | $3.1B | $31.0M | ||
| Q1 25 | $2.3B | $33.2M | ||
| Q4 24 | $2.5B | $35.6M | ||
| Q3 24 | $3.7B | $36.1M | ||
| Q2 24 | $2.7B | $29.4M | ||
| Q1 24 | $2.1B | $30.8M |
净利润
ABNB
FGI
| Q4 25 | $341.0M | $-2.6M | ||
| Q3 25 | $1.4B | $-1.7M | ||
| Q2 25 | $642.0M | $-1.2M | ||
| Q1 25 | $154.0M | $-629.1K | ||
| Q4 24 | $461.0M | $-402.3K | ||
| Q3 24 | $1.4B | $-550.1K | ||
| Q2 24 | $555.0M | $163.6K | ||
| Q1 24 | $264.0M | $-412.2K |
毛利率
ABNB
FGI
| Q4 25 | 82.5% | 26.7% | ||
| Q3 25 | 86.6% | 26.5% | ||
| Q2 25 | 82.4% | 28.1% | ||
| Q1 25 | 77.7% | 26.8% | ||
| Q4 24 | 82.8% | 24.6% | ||
| Q3 24 | 87.5% | 25.8% | ||
| Q2 24 | 81.6% | 30.5% | ||
| Q1 24 | 77.6% | 27.4% |
营业利润率
ABNB
FGI
| Q4 25 | 9.7% | -2.2% | ||
| Q3 25 | 39.7% | 1.0% | ||
| Q2 25 | 19.8% | -2.7% | ||
| Q1 25 | 1.7% | -3.9% | ||
| Q4 24 | 17.3% | -3.5% | ||
| Q3 24 | 40.9% | -0.2% | ||
| Q2 24 | 18.1% | -1.5% | ||
| Q1 24 | 4.7% | -1.0% |
净利率
ABNB
FGI
| Q4 25 | 12.3% | -8.6% | ||
| Q3 25 | 33.6% | -4.6% | ||
| Q2 25 | 20.7% | -4.0% | ||
| Q1 25 | 6.8% | -1.9% | ||
| Q4 24 | 18.6% | -1.1% | ||
| Q3 24 | 36.7% | -1.5% | ||
| Q2 24 | 20.2% | 0.6% | ||
| Q1 24 | 12.3% | -1.3% |
每股收益(稀释后)
ABNB
FGI
| Q4 25 | — | $-1.63 | ||
| Q3 25 | — | $-0.86 | ||
| Q2 25 | — | $-0.64 | ||
| Q1 25 | — | $-0.07 | ||
| Q4 24 | — | $-0.38 | ||
| Q3 24 | — | $-0.29 | ||
| Q2 24 | — | $0.08 | ||
| Q1 24 | — | $-0.04 |
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 | $1.9M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $17.3M |
| 总资产 | $22.2B | $69.5M |
| 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
ABNB
FGI
| Q4 25 | $11.0B | $1.9M | ||
| Q3 25 | $11.7B | $1.9M | ||
| Q2 25 | $11.4B | $2.5M | ||
| Q1 25 | $11.5B | $1.2M | ||
| Q4 24 | $10.6B | $4.6M | ||
| Q3 24 | $11.3B | $3.0M | ||
| Q2 24 | $11.3B | $1.3M | ||
| Q1 24 | $11.1B | $3.3M |
股东权益
ABNB
FGI
| Q4 25 | $8.2B | $17.3M | ||
| Q3 25 | $8.6B | $19.7M | ||
| Q2 25 | $7.8B | $21.3M | ||
| Q1 25 | $7.9B | $21.8M | ||
| Q4 24 | $8.4B | $22.3M | ||
| Q3 24 | $8.5B | $23.5M | ||
| Q2 24 | $8.0B | $23.8M | ||
| Q1 24 | $7.9B | $23.9M |
总资产
ABNB
FGI
| Q4 25 | $22.2B | $69.5M | ||
| Q3 25 | $23.1B | $73.0M | ||
| Q2 25 | $27.0B | $71.7M | ||
| Q1 25 | $25.1B | $68.5M | ||
| Q4 24 | $21.0B | $75.5M | ||
| Q3 24 | $22.2B | $74.7M | ||
| Q2 24 | $26.3B | $69.9M | ||
| Q1 24 | $24.5B | $68.6M |
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 | $2.3M |
| 自由现金流经营现金流 - 资本支出 | — | $2.3M |
| 自由现金流率自由现金流/营收 | — | 7.5% |
| 资本支出强度资本支出/营收 | — | 0.2% |
| 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 | — | $-212.5K |
8季度趋势,按日历期对齐
经营现金流
ABNB
FGI
| Q4 25 | $526.0M | $2.3M | ||
| Q3 25 | $1.4B | $-1.9M | ||
| Q2 25 | $975.0M | $7.6M | ||
| Q1 25 | $1.8B | $-7.4M | ||
| Q4 24 | $466.0M | $617.4K | ||
| Q3 24 | $1.1B | $-915.0K | ||
| Q2 24 | $1.1B | $862.1K | ||
| Q1 24 | $1.9B | $-8.0M |
自由现金流
ABNB
FGI
| Q4 25 | — | $2.3M | ||
| Q3 25 | — | $-2.1M | ||
| Q2 25 | — | $7.4M | ||
| Q1 25 | — | $-7.7M | ||
| Q4 24 | — | $-214.1K | ||
| Q3 24 | — | $-1.1M | ||
| Q2 24 | — | $281.5K | ||
| Q1 24 | — | $-8.6M |
自由现金流率
ABNB
FGI
| Q4 25 | — | 7.5% | ||
| Q3 25 | — | -5.9% | ||
| Q2 25 | — | 23.8% | ||
| Q1 25 | — | -23.3% | ||
| Q4 24 | — | -0.6% | ||
| Q3 24 | — | -3.0% | ||
| Q2 24 | — | 1.0% | ||
| Q1 24 | — | -28.0% |
资本支出强度
ABNB
FGI
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 0.7% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 2.0% | ||
| Q1 24 | — | 2.0% |
现金转化率
ABNB
FGI
| 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× | 5.27× | ||
| 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% |
FGI
| Sanitaryware | $19.1M | 63% |
| Shower System | $5.8M | 19% |
| Kitchen And Bath Other | $3.3M | 11% |
| Bath Furniture Products | $2.3M | 7% |