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爱彼迎（ABNB）与盈透证券（IBKR）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盈透证券的1.7倍（$2.8B vs $1.7B），盈透证券净利率更高（70.2% vs 12.3%，领先57.9%），盈透证券同比增速更快（17.0% vs 12.0%），过去两年盈透证券的营收复合增速更高（87.6% vs 13.9%）
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。
盈透证券集团是总部位于美国康涅狄格州格林威治的跨国经纪机构，运营着美国日均营收交易量最高的电子交易平台，2024年日均处理交易达260万笔。作为全球最大的外汇市场经纪商，同时也是头部主经纪商之一，服务商品经纪机构，可提供股票、期权、期货等多品类资产的经纪服务。
ABNB vs IBKR — 直观对比
营收规模更大
ABNB
是对方的1.7倍
$1.7B
营收增速更快
IBKR
高出4.9%
12.0%
净利率更高
IBKR
高出57.9%
12.3%
两年增速更快
IBKR
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.7B |
| 净利润 | $341.0M | $1.2B |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 70.2% |
| 营收同比 | 12.0% | 17.0% |
| 净利润同比 | -26.0% | 21.5% |
| 每股收益（稀释后） | — | $0.59 |
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ABNBIBKR
| Q1 26 | — | $1.7B | ||
| Q4 25 | $2.8B | $667.0M | ||
| Q3 25 | $4.1B | $603.0M | ||
| Q2 25 | $3.1B | $578.0M | ||
| Q1 25 | $2.3B | $592.0M | ||
| Q4 24 | $2.5B | $558.0M | ||
| Q3 24 | $3.7B | $507.0M | ||
| Q2 24 | $2.7B | $474.0M |
净利润ABNBIBKR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $341.0M | $1.2B | ||
| Q3 25 | $1.4B | $1.2B | ||
| Q2 25 | $642.0M | $1.0B | ||
| Q1 25 | $154.0M | $964.0M | ||
| Q4 24 | $461.0M | $969.0M | ||
| Q3 24 | $1.4B | $834.0M | ||
| Q2 24 | $555.0M | $809.0M |
毛利率ABNBIBKR
| Q1 26 | — | — | ||
| Q4 25 | 82.5% | — | ||
| Q3 25 | 86.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 77.7% | — | ||
| Q4 24 | 82.8% | — | ||
| Q3 24 | 87.5% | — | ||
| Q2 24 | 81.6% | — |
营业利润率ABNBIBKR
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | — | ||
| Q3 25 | 39.7% | — | ||
| Q2 25 | 19.8% | — | ||
| Q1 25 | 1.7% | — | ||
| Q4 24 | 17.3% | — | ||
| Q3 24 | 40.9% | — | ||
| Q2 24 | 18.1% | — |
净利率ABNBIBKR
| Q1 26 | — | 70.2% | ||
| Q4 25 | 12.3% | 180.1% | ||
| Q3 25 | 33.6% | 196.7% | ||
| Q2 25 | 20.7% | 174.0% | ||
| Q1 25 | 6.8% | 162.8% | ||
| Q4 24 | 18.6% | 173.7% | ||
| Q3 24 | 36.7% | 164.5% | ||
| Q2 24 | 20.2% | 170.7% |
每股收益（稀释后）ABNBIBKR
| Q1 26 | — | $0.59 | ||
| Q4 25 | — | $-0.82 | ||
| Q3 25 | — | $0.59 | ||
| Q2 25 | — | $0.51 | ||
| Q1 25 | — | $1.94 | ||
| Q4 24 | — | $2.00 | ||
| Q3 24 | — | $1.67 | ||
| Q2 24 | — | $1.65 |
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 | $5.1B |
| 总债务越低越好 | — | $12.0M |
| 股东权益账面价值 | $8.2B | $5.6B |
| 总资产 | $22.2B | $218.7B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资ABNBIBKR
| Q1 26 | — | $5.1B | ||
| Q4 25 | $11.0B | $5.0B | ||
| Q3 25 | $11.7B | $5.1B | ||
| Q2 25 | $11.4B | $4.7B | ||
| Q1 25 | $11.5B | $3.5B | ||
| Q4 24 | $10.6B | $3.6B | ||
| Q3 24 | $11.3B | $3.6B | ||
| Q2 24 | $11.3B | $3.9B |
总债务ABNBIBKR
| Q1 26 | — | $12.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ABNBIBKR
| Q1 26 | — | $5.6B | ||
| Q4 25 | $8.2B | $5.4B | ||
| Q3 25 | $8.6B | $5.1B | ||
| Q2 25 | $7.8B | $4.8B | ||
| Q1 25 | $7.9B | $4.5B | ||
| Q4 24 | $8.4B | $4.3B | ||
| Q3 24 | $8.5B | $4.1B | ||
| Q2 24 | $8.0B | $3.9B |
总资产ABNBIBKR
| Q1 26 | — | $218.7B | ||
| Q4 25 | $22.2B | $203.2B | ||
| Q3 25 | $23.1B | $200.2B | ||
| Q2 25 | $27.0B | $181.5B | ||
| Q1 25 | $25.1B | $157.7B | ||
| Q4 24 | $21.0B | $150.1B | ||
| Q3 24 | $22.2B | $148.5B | ||
| Q2 24 | $26.3B | $136.6B |
负债/权益比ABNBIBKR
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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季度趋势，按日历期对齐
经营现金流ABNBIBKR
| Q1 26 | — | — | ||
| Q4 25 | $526.0M | $1.6B | ||
| Q3 25 | $1.4B | $4.5B | ||
| Q2 25 | $975.0M | $7.1B | ||
| Q1 25 | $1.8B | $2.6B | ||
| Q4 24 | $466.0M | $1.8B | ||
| Q3 24 | $1.1B | $3.6B | ||
| Q2 24 | $1.1B | $1.6B |
现金转化率ABNBIBKR
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 1.34× | ||
| Q3 25 | 0.99× | 3.78× | ||
| Q2 25 | 1.52× | 7.10× | ||
| Q1 25 | 11.62× | 2.68× | ||
| Q4 24 | 1.01× | 1.90× | ||
| Q3 24 | 0.79× | 4.29× | ||
| Q2 24 | 1.89× | 2.00× |
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% |
IBKR
暂无分部数据
