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爱彼迎（ABNB）与JAKKS PACIFIC INC（JAKK）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JAKKS PACIFIC INC的21.9倍（$2.8B vs $127.1M）。爱彼迎净利率更高（12.3% vs -4.2%，领先16.5%）。爱彼迎同比增速更快（12.0% vs -2.8%）。过去两年JAKKS PACIFIC INC的营收复合增速更高（18.8% 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。
杰克太平洋（JAKKS PACIFIC INC）是1995年1月成立的美国玩具制造商，最为人熟知的业务是生产品牌授权的可动人偶、玩具套装、玩偶、毛绒玩具和换装套装，另外该企业在2000年代推出的即插即用电视游戏机系列也广受消费者欢迎。
ABNB vs JAKK — 直观对比
营收规模更大
ABNB
是对方的21.9倍
$127.1M
营收增速更快
ABNB
高出14.8%
-2.8%
净利率更高
ABNB
高出16.5%
-4.2%
两年增速更快
JAKK
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $127.1M |
| 净利润 | $341.0M | $-5.3M |
| 毛利率 | 82.5% | 31.0% |
| 营业利润率 | 9.7% | -6.8% |
| 净利率 | 12.3% | -4.2% |
| 营收同比 | 12.0% | -2.8% |
| 净利润同比 | -26.0% | 41.6% |
| 每股收益（稀释后） | — | $-0.46 |
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ABNBJAKK
| Q4 25 | $2.8B | $127.1M | ||
| Q3 25 | $4.1B | $211.2M | ||
| Q2 25 | $3.1B | $119.1M | ||
| Q1 25 | $2.3B | $113.3M | ||
| Q4 24 | $2.5B | $130.7M | ||
| Q3 24 | $3.7B | $321.6M | ||
| Q2 24 | $2.7B | $148.6M | ||
| Q1 24 | $2.1B | $90.1M |
净利润ABNBJAKK
| Q4 25 | $341.0M | $-5.3M | ||
| Q3 25 | $1.4B | $19.9M | ||
| Q2 25 | $642.0M | $-2.3M | ||
| Q1 25 | $154.0M | $-2.4M | ||
| Q4 24 | $461.0M | $-9.1M | ||
| Q3 24 | $1.4B | $52.3M | ||
| Q2 24 | $555.0M | $5.3M | ||
| Q1 24 | $264.0M | $-14.5M |
毛利率ABNBJAKK
| Q4 25 | 82.5% | 31.0% | ||
| Q3 25 | 86.6% | 32.0% | ||
| Q2 25 | 82.4% | 32.8% | ||
| Q1 25 | 77.7% | 34.4% | ||
| Q4 24 | 82.8% | 27.2% | ||
| Q3 24 | 87.5% | 33.8% | ||
| Q2 24 | 81.6% | 32.0% | ||
| Q1 24 | 77.6% | 23.4% |
营业利润率ABNBJAKK
| Q4 25 | 9.7% | -6.8% | ||
| Q3 25 | 39.7% | 13.9% | ||
| Q2 25 | 19.8% | -2.3% | ||
| Q1 25 | 1.7% | -3.3% | ||
| Q4 24 | 17.3% | -11.3% | ||
| Q3 24 | 40.9% | 21.2% | ||
| Q2 24 | 18.1% | 5.1% | ||
| Q1 24 | 4.7% | -23.7% |
净利率ABNBJAKK
| Q4 25 | 12.3% | -4.2% | ||
| Q3 25 | 33.6% | 9.4% | ||
| Q2 25 | 20.7% | -1.9% | ||
| Q1 25 | 6.8% | -2.1% | ||
| Q4 24 | 18.6% | -7.0% | ||
| Q3 24 | 36.7% | 16.3% | ||
| Q2 24 | 20.2% | 3.5% | ||
| Q1 24 | 12.3% | -16.1% |
每股收益（稀释后）ABNBJAKK
| Q4 25 | — | $-0.46 | ||
| Q3 25 | — | $1.74 | ||
| Q2 25 | — | $-0.21 | ||
| Q1 25 | — | $-0.21 | ||
| Q4 24 | — | $-0.70 | ||
| Q3 24 | — | $4.64 | ||
| Q2 24 | — | $0.47 | ||
| Q1 24 | — | $-1.27 |
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 | $52.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $249.1M |
| 总资产 | $22.2B | $442.2M |
| 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ABNBJAKK
| Q4 25 | $11.0B | $52.2M | ||
| Q3 25 | $11.7B | $25.9M | ||
| Q2 25 | $11.4B | $38.2M | ||
| Q1 25 | $11.5B | $59.2M | ||
| Q4 24 | $10.6B | $69.9M | ||
| Q3 24 | $11.3B | $22.1M | ||
| Q2 24 | $11.3B | $17.7M | ||
| Q1 24 | $11.1B | $35.3M |
股东权益ABNBJAKK
| Q4 25 | $8.2B | $249.1M | ||
| Q3 25 | $8.6B | $255.9M | ||
| Q2 25 | $7.8B | $236.2M | ||
| Q1 25 | $7.9B | $234.5M | ||
| Q4 24 | $8.4B | $240.3M | ||
| Q3 24 | $8.5B | $249.6M | ||
| Q2 24 | $8.0B | $195.4M | ||
| Q1 24 | $7.9B | $187.7M |
总资产ABNBJAKK
| Q4 25 | $22.2B | $442.2M | ||
| Q3 25 | $23.1B | $485.3M | ||
| Q2 25 | $27.0B | $438.7M | ||
| Q1 25 | $25.1B | $405.9M | ||
| Q4 24 | $21.0B | $444.9M | ||
| Q3 24 | $22.2B | $523.9M | ||
| Q2 24 | $26.3B | $378.3M | ||
| Q1 24 | $24.5B | $324.3M |
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 | $33.2M |
| 自由现金流经营现金流 - 资本支出 | — | $31.5M |
| 自由现金流率自由现金流/营收 | — | 24.8% |
| 资本支出强度资本支出/营收 | — | 1.3% |
| 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 | — | $-1.1M |
8季度趋势，按日历期对齐
经营现金流ABNBJAKK
| Q4 25 | $526.0M | $33.2M | ||
| Q3 25 | $1.4B | $-8.8M | ||
| Q2 25 | $975.0M | $-14.2M | ||
| Q1 25 | $1.8B | $-1.7M | ||
| Q4 24 | $466.0M | $54.1M | ||
| Q3 24 | $1.1B | $12.5M | ||
| Q2 24 | $1.1B | $-14.8M | ||
| Q1 24 | $1.9B | $-12.9M |
自由现金流ABNBJAKK
| Q4 25 | — | $31.5M | ||
| Q3 25 | — | $-12.2M | ||
| Q2 25 | — | $-16.6M | ||
| Q1 25 | — | $-3.8M | ||
| Q4 24 | — | $50.2M | ||
| Q3 24 | — | $9.8M | ||
| Q2 24 | — | $-17.2M | ||
| Q1 24 | — | $-15.1M |
自由现金流率ABNBJAKK
| Q4 25 | — | 24.8% | ||
| Q3 25 | — | -5.8% | ||
| Q2 25 | — | -14.0% | ||
| Q1 25 | — | -3.3% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 3.0% | ||
| Q2 24 | — | -11.6% | ||
| Q1 24 | — | -16.8% |
资本支出强度ABNBJAKK
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.0% | ||
| Q3 24 | — | 0.8% | ||
| Q2 24 | — | 1.6% | ||
| Q1 24 | — | 2.5% |
现金转化率ABNBJAKK
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | -0.44× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | 0.24× | ||
| Q2 24 | 1.89× | -2.81× | ||
| 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% |
JAKK
| Toys Consumer Products | $118.0M | 93% |
| Costumes | $9.1M | 7% |
