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爱彼迎（ABNB）与FOSTER L B CO（FSTR）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FOSTER L B CO的17.3倍（$2.8B vs $160.4M）。爱彼迎净利率更高（12.3% vs 1.5%，领先10.8%）。FOSTER L B CO同比增速更快（25.1% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 13.6%）
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。
Foster L B Co.是一家总部位于美国的专业工业制造企业，主要生产销售工程通道产品、建筑组件及铁路基础设施用品，服务覆盖北美及部分全球地区的商业建筑、交通和工业领域客户。
ABNB vs FSTR — 直观对比
营收规模更大
ABNB
是对方的17.3倍
$160.4M
营收增速更快
FSTR
高出13.1%
12.0%
净利率更高
ABNB
高出10.8%
1.5%
两年增速更快
ABNB
近两年复合增速
13.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $160.4M |
| 净利润 | $341.0M | $2.4M |
| 毛利率 | 82.5% | 19.7% |
| 营业利润率 | 9.7% | 4.9% |
| 净利率 | 12.3% | 1.5% |
| 营收同比 | 12.0% | 25.1% |
| 净利润同比 | -26.0% | 1098.3% |
| 每股收益（稀释后） | — | $0.22 |
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ABNBFSTR
| Q4 25 | $2.8B | $160.4M | ||
| Q3 25 | $4.1B | $138.3M | ||
| Q2 25 | $3.1B | $143.6M | ||
| Q1 25 | $2.3B | $97.8M | ||
| Q4 24 | $2.5B | $128.2M | ||
| Q3 24 | $3.7B | $137.5M | ||
| Q2 24 | $2.7B | $140.8M | ||
| Q1 24 | $2.1B | $124.3M |
净利润ABNBFSTR
| Q4 25 | $341.0M | $2.4M | ||
| Q3 25 | $1.4B | $4.4M | ||
| Q2 25 | $642.0M | $2.9M | ||
| Q1 25 | $154.0M | $-2.1M | ||
| Q4 24 | $461.0M | $-242.0K | ||
| Q3 24 | $1.4B | $35.9M | ||
| Q2 24 | $555.0M | $2.8M | ||
| Q1 24 | $264.0M | $4.4M |
毛利率ABNBFSTR
| Q4 25 | 82.5% | 19.7% | ||
| Q3 25 | 86.6% | 22.5% | ||
| Q2 25 | 82.4% | 21.5% | ||
| Q1 25 | 77.7% | 20.6% | ||
| Q4 24 | 82.8% | 22.3% | ||
| Q3 24 | 87.5% | 23.8% | ||
| Q2 24 | 81.6% | 21.7% | ||
| Q1 24 | 77.6% | 21.1% |
营业利润率ABNBFSTR
| Q4 25 | 9.7% | 4.9% | ||
| Q3 25 | 39.7% | 6.0% | ||
| Q2 25 | 19.8% | 5.3% | ||
| Q1 25 | 1.7% | -2.0% | ||
| Q4 24 | 17.3% | 2.4% | ||
| Q3 24 | 40.9% | 5.3% | ||
| Q2 24 | 18.1% | 3.2% | ||
| Q1 24 | 4.7% | 4.5% |
净利率ABNBFSTR
| Q4 25 | 12.3% | 1.5% | ||
| Q3 25 | 33.6% | 3.1% | ||
| Q2 25 | 20.7% | 2.0% | ||
| Q1 25 | 6.8% | -2.2% | ||
| Q4 24 | 18.6% | -0.2% | ||
| Q3 24 | 36.7% | 26.1% | ||
| Q2 24 | 20.2% | 2.0% | ||
| Q1 24 | 12.3% | 3.6% |
每股收益（稀释后）ABNBFSTR
| Q4 25 | — | $0.22 | ||
| Q3 25 | — | $0.40 | ||
| Q2 25 | — | $0.27 | ||
| Q1 25 | — | $-0.20 | ||
| Q4 24 | — | $-0.04 | ||
| Q3 24 | — | $3.27 | ||
| Q2 24 | — | $0.26 | ||
| Q1 24 | — | $0.40 |
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 | $4.3M |
| 总债务越低越好 | — | $42.6M |
| 股东权益账面价值 | $8.2B | $175.3M |
| 总资产 | $22.2B | $330.4M |
| 负债/权益比越低杠杆越低 | — | 0.24× |
8季度趋势，按日历期对齐
现金及短期投资ABNBFSTR
| Q4 25 | $11.0B | $4.3M | ||
| Q3 25 | $11.7B | $3.4M | ||
| Q2 25 | $11.4B | $4.2M | ||
| Q1 25 | $11.5B | $2.6M | ||
| Q4 24 | $10.6B | $2.5M | ||
| Q3 24 | $11.3B | $3.1M | ||
| Q2 24 | $11.3B | $4.0M | ||
| Q1 24 | $11.1B | $3.1M |
总债务ABNBFSTR
| Q4 25 | — | $42.6M | ||
| Q3 25 | — | $58.6M | ||
| Q2 25 | — | $81.4M | ||
| Q1 25 | — | $82.3M | ||
| Q4 24 | — | $46.8M | ||
| Q3 24 | — | $68.4M | ||
| Q2 24 | — | $87.0M | ||
| Q1 24 | — | $77.9M |
股东权益ABNBFSTR
| Q4 25 | $8.2B | $175.3M | ||
| Q3 25 | $8.6B | $174.8M | ||
| Q2 25 | $7.8B | $174.4M | ||
| Q1 25 | $7.9B | $170.8M | ||
| Q4 24 | $8.4B | $178.3M | ||
| Q3 24 | $8.5B | $181.9M | ||
| Q2 24 | $8.0B | $147.1M | ||
| Q1 24 | $7.9B | $144.6M |
总资产ABNBFSTR
| Q4 25 | $22.2B | $330.4M | ||
| Q3 25 | $23.1B | $333.9M | ||
| Q2 25 | $27.0B | $349.9M | ||
| Q1 25 | $25.1B | $342.8M | ||
| Q4 24 | $21.0B | $334.6M | ||
| Q3 24 | $22.2B | $344.5M | ||
| Q2 24 | $26.3B | $333.3M | ||
| Q1 24 | $24.5B | $326.4M |
负债/权益比ABNBFSTR
| Q4 25 | — | 0.24× | ||
| Q3 25 | — | 0.33× | ||
| Q2 25 | — | 0.47× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.26× | ||
| Q3 24 | — | 0.38× | ||
| Q2 24 | — | 0.59× | ||
| Q1 24 | — | 0.54× |
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 | $22.2M |
| 自由现金流经营现金流 - 资本支出 | — | $19.8M |
| 自由现金流率自由现金流/营收 | — | 12.3% |
| 资本支出强度资本支出/营收 | — | 1.5% |
| 现金转化率经营现金流/净利润 | 1.54× | 9.18× |
| 过去12个月自由现金流最近4个季度 | — | $25.2M |
8季度趋势，按日历期对齐
经营现金流ABNBFSTR
| Q4 25 | $526.0M | $22.2M | ||
| Q3 25 | $1.4B | $29.2M | ||
| Q2 25 | $975.0M | $10.4M | ||
| Q1 25 | $1.8B | $-26.1M | ||
| Q4 24 | $466.0M | $24.3M | ||
| Q3 24 | $1.1B | $24.7M | ||
| Q2 24 | $1.1B | $-5.0M | ||
| Q1 24 | $1.9B | $-21.4M |
自由现金流ABNBFSTR
| Q4 25 | — | $19.8M | ||
| Q3 25 | — | $26.4M | ||
| Q2 25 | — | $7.7M | ||
| Q1 25 | — | $-28.7M | ||
| Q4 24 | — | $22.3M | ||
| Q3 24 | — | $21.7M | ||
| Q2 24 | — | $-7.0M | ||
| Q1 24 | — | $-24.2M |
自由现金流率ABNBFSTR
| Q4 25 | — | 12.3% | ||
| Q3 25 | — | 19.1% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | -29.4% | ||
| Q4 24 | — | 17.4% | ||
| Q3 24 | — | 15.8% | ||
| Q2 24 | — | -5.0% | ||
| Q1 24 | — | -19.4% |
资本支出强度ABNBFSTR
| Q4 25 | — | 1.5% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 1.9% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 1.5% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 2.2% |
现金转化率ABNBFSTR
| Q4 25 | 1.54× | 9.18× | ||
| Q3 25 | 0.99× | 6.70× | ||
| Q2 25 | 1.52× | 3.61× | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | 0.69× | ||
| Q2 24 | 1.89× | -1.74× | ||
| Q1 24 | 7.28× | -4.83× |
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% |
FSTR
| Rail Technologies And Services Segment | $98.0M | 61% |
| Over Time Output Method | $26.3M | 16% |
| Services | $19.4M | 12% |
| Rail Technologies Products | $10.0M | 6% |
| Over Time Input Method | $8.3M | 5% |
