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爱彼迎（ABNB）与JOHNSON OUTDOORS INC（JOUT）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JOHNSON OUTDOORS INC的19.7倍（$2.8B vs $140.9M）。爱彼迎净利率更高（12.3% vs -2.3%，领先14.6%）。JOHNSON OUTDOORS INC同比增速更快（30.9% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -10.5%）
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。
强生户外公司（Johnson Outdoors）主营水上载具、潜水装备、露营用具、户外服饰等户外休闲用品的研发生产，业务网点遍布全球24个地区，现有员工约1400人，年销售额超3.15亿美元，自1999年起由海伦·约翰逊-莱波尔德执掌公司。
ABNB vs JOUT — 直观对比
营收规模更大
ABNB
是对方的19.7倍
$140.9M
营收增速更快
JOUT
高出18.9%
12.0%
净利率更高
ABNB
高出14.6%
-2.3%
两年增速更快
ABNB
近两年复合增速
-10.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $140.9M |
| 净利润 | $341.0M | $-3.3M |
| 毛利率 | 82.5% | 36.6% |
| 营业利润率 | 9.7% | -2.1% |
| 净利率 | 12.3% | -2.3% |
| 营收同比 | 12.0% | 30.9% |
| 净利润同比 | -26.0% | 78.4% |
| 每股收益（稀释后） | — | — |
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ABNBJOUT
| Q1 26 | — | $140.9M | ||
| Q4 25 | $2.8B | $135.8M | ||
| Q3 25 | $4.1B | — | ||
| Q2 25 | $3.1B | $180.7M | ||
| Q1 25 | $2.3B | $168.3M | ||
| Q4 24 | $2.5B | $107.6M | ||
| Q3 24 | $3.7B | $105.9M | ||
| Q2 24 | $2.7B | $172.5M |
净利润ABNBJOUT
| Q1 26 | — | $-3.3M | ||
| Q4 25 | $341.0M | $-29.1M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $642.0M | $7.7M | ||
| Q1 25 | $154.0M | $2.3M | ||
| Q4 24 | $461.0M | $-15.3M | ||
| Q3 24 | $1.4B | $-34.3M | ||
| Q2 24 | $555.0M | $1.6M |
毛利率ABNBJOUT
| Q1 26 | — | 36.6% | ||
| Q4 25 | 82.5% | 36.2% | ||
| Q3 25 | 86.6% | — | ||
| Q2 25 | 82.4% | 37.6% | ||
| Q1 25 | 77.7% | 35.0% | ||
| Q4 24 | 82.8% | 29.9% | ||
| Q3 24 | 87.5% | 23.5% | ||
| Q2 24 | 81.6% | 35.8% |
营业利润率ABNBJOUT
| Q1 26 | — | -2.1% | ||
| Q4 25 | 9.7% | -6.0% | ||
| Q3 25 | 39.7% | — | ||
| Q2 25 | 19.8% | 4.1% | ||
| Q1 25 | 1.7% | 2.9% | ||
| Q4 24 | 17.3% | -18.8% | ||
| Q3 24 | 40.9% | -40.4% | ||
| Q2 24 | 18.1% | -0.3% |
净利率ABNBJOUT
| Q1 26 | — | -2.3% | ||
| Q4 25 | 12.3% | -21.4% | ||
| Q3 25 | 33.6% | — | ||
| Q2 25 | 20.7% | 4.3% | ||
| Q1 25 | 6.8% | 1.4% | ||
| Q4 24 | 18.6% | -14.2% | ||
| Q3 24 | 36.7% | -32.4% | ||
| Q2 24 | 20.2% | 0.9% |
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 | $130.7M |
| 总债务越低越好 | — | $0 |
| 股东权益账面价值 | $8.2B | $413.5M |
| 总资产 | $22.2B | $600.1M |
| 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ABNBJOUT
| Q1 26 | — | $130.7M | ||
| Q4 25 | $11.0B | $176.4M | ||
| Q3 25 | $11.7B | — | ||
| Q2 25 | $11.4B | $161.0M | ||
| Q1 25 | $11.5B | $94.0M | ||
| Q4 24 | $10.6B | $101.6M | ||
| Q3 24 | $11.3B | $162.0M | ||
| Q2 24 | $11.3B | $148.4M |
总债务ABNBJOUT
| Q1 26 | — | $0 | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益ABNBJOUT
| Q1 26 | — | $413.5M | ||
| Q4 25 | $8.2B | $418.4M | ||
| Q3 25 | $8.6B | — | ||
| Q2 25 | $7.8B | $450.5M | ||
| Q1 25 | $7.9B | $441.1M | ||
| Q4 24 | $8.4B | $440.3M | ||
| Q3 24 | $8.5B | $463.4M | ||
| Q2 24 | $8.0B | $498.7M |
总资产ABNBJOUT
| Q1 26 | — | $600.1M | ||
| Q4 25 | $22.2B | $604.1M | ||
| Q3 25 | $23.1B | — | ||
| Q2 25 | $27.0B | $634.5M | ||
| Q1 25 | $25.1B | $624.5M | ||
| Q4 24 | $21.0B | $612.9M | ||
| Q3 24 | $22.2B | $635.2M | ||
| Q2 24 | $26.3B | $679.8M |
负债/权益比ABNBJOUT
| Q1 26 | — | 0.00× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | $-38.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-42.7M |
| 自由现金流率自由现金流/营收 | — | -30.3% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 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 | — | $38.5M |
8季度趋势，按日历期对齐
经营现金流ABNBJOUT
| Q1 26 | — | $-38.4M | ||
| Q4 25 | $526.0M | $23.4M | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $975.0M | $71.4M | ||
| Q1 25 | $1.8B | $-1.7M | ||
| Q4 24 | $466.0M | $-36.9M | ||
| Q3 24 | $1.1B | $19.1M | ||
| Q2 24 | $1.1B | $73.7M |
自由现金流ABNBJOUT
| Q1 26 | — | $-42.7M | ||
| Q4 25 | — | $19.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $66.9M | ||
| Q1 25 | — | $-5.0M | ||
| Q4 24 | — | $-41.0M | ||
| Q3 24 | — | $13.5M | ||
| Q2 24 | — | $67.4M |
自由现金流率ABNBJOUT
| Q1 26 | — | -30.3% | ||
| Q4 25 | — | 14.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.0% | ||
| Q1 25 | — | -2.9% | ||
| Q4 24 | — | -38.1% | ||
| Q3 24 | — | 12.8% | ||
| Q2 24 | — | 39.1% |
资本支出强度ABNBJOUT
| Q1 26 | — | 3.0% | ||
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.8% | ||
| Q3 24 | — | 5.3% | ||
| Q2 24 | — | 3.6% |
现金转化率ABNBJOUT
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.52× | 9.22× | ||
| Q1 25 | 11.62× | -0.72× | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 1.89× | 45.41× |
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% |
JOUT
| Fishing Segment | $112.1M | 80% |
| Diving Segment | $18.0M | 13% |
| Camping Watercraft Recreation Segment | $10.6M | 8% |
