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爱彼迎（ABNB）与HUDSON TECHNOLOGIES INC（HDSN）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HUDSON TECHNOLOGIES INC的62.6倍（$2.8B vs $44.4M）。爱彼迎净利率更高（12.3% vs -19.4%，领先31.7%）。HUDSON TECHNOLOGIES INC同比增速更快（28.2% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -17.5%）
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。
哈德逊科技是总部位于美国的可持续制冷剂解决方案供应商，提供原生及回收再生制冷剂、制冷剂回收处理和合规支持服务，主要服务北美市场，核心客户覆盖暖通空调、商用制冷和工业冷却领域，助力客户向低全球变暖潜能值制冷剂转型。
ABNB vs HDSN — 直观对比
营收规模更大
ABNB
是对方的62.6倍
$44.4M
营收增速更快
HDSN
高出16.2%
12.0%
净利率更高
ABNB
高出31.7%
-19.4%
两年增速更快
ABNB
近两年复合增速
-17.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $44.4M |
| 净利润 | $341.0M | $-8.6M |
| 毛利率 | 82.5% | 8.0% |
| 营业利润率 | 9.7% | -25.2% |
| 净利率 | 12.3% | -19.4% |
| 营收同比 | 12.0% | 28.2% |
| 净利润同比 | -26.0% | -236.6% |
| 每股收益（稀释后） | — | $-0.19 |
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ABNBHDSN
| Q4 25 | $2.8B | $44.4M | ||
| Q3 25 | $4.1B | $74.0M | ||
| Q2 25 | $3.1B | $72.8M | ||
| Q1 25 | $2.3B | $55.3M | ||
| Q4 24 | $2.5B | $34.6M | ||
| Q3 24 | $3.7B | $61.9M | ||
| Q2 24 | $2.7B | $75.3M | ||
| Q1 24 | $2.1B | $65.3M |
净利润ABNBHDSN
| Q4 25 | $341.0M | $-8.6M | ||
| Q3 25 | $1.4B | $12.4M | ||
| Q2 25 | $642.0M | $10.2M | ||
| Q1 25 | $154.0M | $2.8M | ||
| Q4 24 | $461.0M | $-2.6M | ||
| Q3 24 | $1.4B | $7.8M | ||
| Q2 24 | $555.0M | $9.6M | ||
| Q1 24 | $264.0M | $9.6M |
毛利率ABNBHDSN
| Q4 25 | 82.5% | 8.0% | ||
| Q3 25 | 86.6% | 32.0% | ||
| Q2 25 | 82.4% | 31.3% | ||
| Q1 25 | 77.7% | 21.8% | ||
| Q4 24 | 82.8% | 16.7% | ||
| Q3 24 | 87.5% | 25.7% | ||
| Q2 24 | 81.6% | 30.0% | ||
| Q1 24 | 77.6% | 32.8% |
营业利润率ABNBHDSN
| Q4 25 | 9.7% | -25.2% | ||
| Q3 25 | 39.7% | 18.9% | ||
| Q2 25 | 19.8% | 17.5% | ||
| Q1 25 | 1.7% | 5.6% | ||
| Q4 24 | 17.3% | -9.4% | ||
| Q3 24 | 40.9% | 11.3% | ||
| Q2 24 | 18.1% | 17.0% | ||
| Q1 24 | 4.7% | 19.6% |
净利率ABNBHDSN
| Q4 25 | 12.3% | -19.4% | ||
| Q3 25 | 33.6% | 16.7% | ||
| Q2 25 | 20.7% | 14.0% | ||
| Q1 25 | 6.8% | 5.0% | ||
| Q4 24 | 18.6% | -7.4% | ||
| Q3 24 | 36.7% | 12.6% | ||
| Q2 24 | 20.2% | 12.7% | ||
| Q1 24 | 12.3% | 14.7% |
每股收益（稀释后）ABNBHDSN
| Q4 25 | — | $-0.19 | ||
| Q3 25 | — | $0.27 | ||
| Q2 25 | — | $0.23 | ||
| Q1 25 | — | $0.06 | ||
| Q4 24 | — | $-0.05 | ||
| Q3 24 | — | $0.17 | ||
| Q2 24 | — | $0.20 | ||
| Q1 24 | — | $0.20 |
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 | $39.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $243.4M |
| 总资产 | $22.2B | $318.6M |
| 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ABNBHDSN
| Q4 25 | $11.0B | $39.5M | ||
| Q3 25 | $11.7B | $89.7M | ||
| Q2 25 | $11.4B | $84.3M | ||
| Q1 25 | $11.5B | $81.0M | ||
| Q4 24 | $10.6B | $70.1M | ||
| Q3 24 | $11.3B | $56.5M | ||
| Q2 24 | $11.3B | $30.5M | ||
| Q1 24 | $11.1B | $10.6M |
股东权益ABNBHDSN
| Q4 25 | $8.2B | $243.4M | ||
| Q3 25 | $8.6B | $265.9M | ||
| Q2 25 | $7.8B | $254.8M | ||
| Q1 25 | $7.9B | $246.8M | ||
| Q4 24 | $8.4B | $245.8M | ||
| Q3 24 | $8.5B | $253.9M | ||
| Q2 24 | $8.0B | $248.7M | ||
| Q1 24 | $7.9B | $238.6M |
总资产ABNBHDSN
| Q4 25 | $22.2B | $318.6M | ||
| Q3 25 | $23.1B | $338.9M | ||
| Q2 25 | $27.0B | $317.9M | ||
| Q1 25 | $25.1B | $307.9M | ||
| Q4 24 | $21.0B | $302.7M | ||
| Q3 24 | $22.2B | $309.4M | ||
| Q2 24 | $26.3B | $300.9M | ||
| Q1 24 | $24.5B | $294.2M |
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 | $-32.5M |
| 自由现金流经营现金流 - 资本支出 | — | $-33.7M |
| 自由现金流率自由现金流/营收 | — | -75.8% |
| 资本支出强度资本支出/营收 | — | 2.5% |
| 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 | — | $-8.2M |
8季度趋势，按日历期对齐
经营现金流ABNBHDSN
| Q4 25 | $526.0M | $-32.5M | ||
| Q3 25 | $1.4B | $8.8M | ||
| Q2 25 | $975.0M | $6.4M | ||
| Q1 25 | $1.8B | $14.2M | ||
| Q4 24 | $466.0M | $20.7M | ||
| Q3 24 | $1.1B | $30.3M | ||
| Q2 24 | $1.1B | $41.8M | ||
| Q1 24 | $1.9B | $-933.0K |
自由现金流ABNBHDSN
| Q4 25 | — | $-33.7M | ||
| Q3 25 | — | $6.7M | ||
| Q2 25 | — | $5.9M | ||
| Q1 25 | — | $12.7M | ||
| Q4 24 | — | $19.2M | ||
| Q3 24 | — | $28.6M | ||
| Q2 24 | — | $40.6M | ||
| Q1 24 | — | $-1.9M |
自由现金流率ABNBHDSN
| Q4 25 | — | -75.8% | ||
| Q3 25 | — | 9.1% | ||
| Q2 25 | — | 8.2% | ||
| Q1 25 | — | 23.0% | ||
| Q4 24 | — | 55.3% | ||
| Q3 24 | — | 46.2% | ||
| Q2 24 | — | 54.0% | ||
| Q1 24 | — | -2.9% |
资本支出强度ABNBHDSN
| Q4 25 | — | 2.5% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 2.5% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 2.7% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.5% |
现金转化率ABNBHDSN
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | 0.71× | ||
| Q2 25 | 1.52× | 0.63× | ||
| Q1 25 | 11.62× | 5.13× | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | 3.88× | ||
| Q2 24 | 1.89× | 4.36× | ||
| Q1 24 | 7.28× | -0.10× |
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% |
HDSN
| Products | $43.1M | 97% |
| Services | $1.3M | 3% |
