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爱彼迎（ABNB）与GLOBAL INDUSTRIAL Co（GIC）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GLOBAL INDUSTRIAL Co的8.0倍（$2.8B vs $345.6M）。爱彼迎净利率更高（12.3% vs 4.2%，领先8.1%）。GLOBAL INDUSTRIAL Co同比增速更快（14.3% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 3.4%）
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。
Global Industrial公司总部位于纽约州华盛顿港，核心业务是在北美地区通过品牌电商网站及关系营销渠道，向客户供应工业用品及维护、维修与运营（MRO）用品，主品牌为Global Industrial。
ABNB vs GIC — 直观对比
营收规模更大
ABNB
是对方的8.0倍
$345.6M
营收增速更快
GIC
高出2.3%
12.0%
净利率更高
ABNB
高出8.1%
4.2%
两年增速更快
ABNB
近两年复合增速
3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $345.6M |
| 净利润 | $341.0M | $14.6M |
| 毛利率 | 82.5% | 34.5% |
| 营业利润率 | 9.7% | 5.7% |
| 净利率 | 12.3% | 4.2% |
| 营收同比 | 12.0% | 14.3% |
| 净利润同比 | -26.0% | 36.4% |
| 每股收益（稀释后） | — | $0.37 |
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ABNBGIC
| Q4 25 | $2.8B | $345.6M | ||
| Q3 25 | $4.1B | $353.6M | ||
| Q2 25 | $3.1B | $358.9M | ||
| Q1 25 | $2.3B | $321.0M | ||
| Q4 24 | $2.5B | $302.3M | ||
| Q3 24 | $3.7B | $342.4M | ||
| Q2 24 | $2.7B | $347.8M | ||
| Q1 24 | $2.1B | $323.4M |
净利润ABNBGIC
| Q4 25 | $341.0M | $14.6M | ||
| Q3 25 | $1.4B | $18.8M | ||
| Q2 25 | $642.0M | $25.1M | ||
| Q1 25 | $154.0M | $13.6M | ||
| Q4 24 | $461.0M | $10.7M | ||
| Q3 24 | $1.4B | $16.8M | ||
| Q2 24 | $555.0M | $20.3M | ||
| Q1 24 | $264.0M | $13.2M |
毛利率ABNBGIC
| Q4 25 | 82.5% | 34.5% | ||
| Q3 25 | 86.6% | 35.6% | ||
| Q2 25 | 82.4% | 37.1% | ||
| Q1 25 | 77.7% | 34.9% | ||
| Q4 24 | 82.8% | 33.8% | ||
| Q3 24 | 87.5% | 34.0% | ||
| Q2 24 | 81.6% | 35.2% | ||
| Q1 24 | 77.6% | 34.3% |
营业利润率ABNBGIC
| Q4 25 | 9.7% | 5.7% | ||
| Q3 25 | 39.7% | 7.4% | ||
| Q2 25 | 19.8% | 9.3% | ||
| Q1 25 | 1.7% | 5.7% | ||
| Q4 24 | 17.3% | 4.8% | ||
| Q3 24 | 40.9% | 6.5% | ||
| Q2 24 | 18.1% | 7.6% | ||
| Q1 24 | 4.7% | 5.4% |
净利率ABNBGIC
| Q4 25 | 12.3% | 4.2% | ||
| Q3 25 | 33.6% | 5.3% | ||
| Q2 25 | 20.7% | 7.0% | ||
| Q1 25 | 6.8% | 4.2% | ||
| Q4 24 | 18.6% | 3.5% | ||
| Q3 24 | 36.7% | 4.9% | ||
| Q2 24 | 20.2% | 5.8% | ||
| Q1 24 | 12.3% | 4.1% |
每股收益（稀释后）ABNBGIC
| Q4 25 | — | $0.37 | ||
| Q3 25 | — | $0.48 | ||
| Q2 25 | — | $0.65 | ||
| Q1 25 | — | $0.35 | ||
| Q4 24 | — | $0.28 | ||
| Q3 24 | — | $0.44 | ||
| Q2 24 | — | $0.52 | ||
| Q1 24 | — | $0.34 |
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 | $67.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $313.2M |
| 总资产 | $22.2B | $580.8M |
| 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ABNBGIC
| Q4 25 | $11.0B | $67.5M | ||
| Q3 25 | $11.7B | $67.2M | ||
| Q2 25 | $11.4B | $55.1M | ||
| Q1 25 | $11.5B | $39.0M | ||
| Q4 24 | $10.6B | $44.6M | ||
| Q3 24 | $11.3B | $38.9M | ||
| Q2 24 | $11.3B | $38.8M | ||
| Q1 24 | $11.1B | $29.9M |
股东权益ABNBGIC
| Q4 25 | $8.2B | $313.2M | ||
| Q3 25 | $8.6B | $316.0M | ||
| Q2 25 | $7.8B | $305.2M | ||
| Q1 25 | $7.9B | $287.9M | ||
| Q4 24 | $8.4B | $281.1M | ||
| Q3 24 | $8.5B | $279.2M | ||
| Q2 24 | $8.0B | $270.4M | ||
| Q1 24 | $7.9B | $260.2M |
总资产ABNBGIC
| Q4 25 | $22.2B | $580.8M | ||
| Q3 25 | $23.1B | $602.5M | ||
| Q2 25 | $27.0B | $586.5M | ||
| Q1 25 | $25.1B | $536.7M | ||
| Q4 24 | $21.0B | $520.7M | ||
| Q3 24 | $22.2B | $531.6M | ||
| Q2 24 | $26.3B | $542.5M | ||
| Q1 24 | $24.5B | $517.4M |
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 | $20.0M |
| 自由现金流经营现金流 - 资本支出 | — | $19.2M |
| 自由现金流率自由现金流/营收 | — | 5.6% |
| 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× | 1.37× |
| 过去12个月自由现金流最近4个季度 | — | $74.7M |
8季度趋势，按日历期对齐
经营现金流ABNBGIC
| Q4 25 | $526.0M | $20.0M | ||
| Q3 25 | $1.4B | $22.7M | ||
| Q2 25 | $975.0M | $31.7M | ||
| Q1 25 | $1.8B | $3.4M | ||
| Q4 24 | $466.0M | $15.9M | ||
| Q3 24 | $1.1B | $9.6M | ||
| Q2 24 | $1.1B | $18.8M | ||
| Q1 24 | $1.9B | $6.4M |
自由现金流ABNBGIC
| Q4 25 | — | $19.2M | ||
| Q3 25 | — | $22.0M | ||
| Q2 25 | — | $30.3M | ||
| Q1 25 | — | $3.2M | ||
| Q4 24 | — | $15.2M | ||
| Q3 24 | — | $8.7M | ||
| Q2 24 | — | $17.9M | ||
| Q1 24 | — | $5.1M |
自由现金流率ABNBGIC
| Q4 25 | — | 5.6% | ||
| Q3 25 | — | 6.2% | ||
| Q2 25 | — | 8.4% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 5.0% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 5.1% | ||
| Q1 24 | — | 1.6% |
资本支出强度ABNBGIC
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.2% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 0.3% | ||
| Q2 24 | — | 0.3% | ||
| Q1 24 | — | 0.4% |
现金转化率ABNBGIC
| Q4 25 | 1.54× | 1.37× | ||
| Q3 25 | 0.99× | 1.21× | ||
| Q2 25 | 1.52× | 1.26× | ||
| Q1 25 | 11.62× | 0.25× | ||
| Q4 24 | 1.01× | 1.49× | ||
| Q3 24 | 0.79× | 0.57× | ||
| Q2 24 | 1.89× | 0.93× | ||
| Q1 24 | 7.28× | 0.48× |
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% |
GIC
暂无分部数据
