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爱彼迎（ABNB）与楼氏电子（KN）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楼氏电子的18.1倍（$2.8B vs $153.1M）。爱彼迎净利率更高（12.3% vs 6.3%，领先5.9%）。楼氏电子同比增速更快（15.8% vs 12.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -13.5%）
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。
楼氏电子是全球领先的微声学、音频处理及精密元件解决方案供应商，产品涵盖MEMS麦克风、平衡电枢扬声器、助听器组件、边缘音频处理芯片等，服务消费电子、汽车、医疗科技、工业等核心领域的全球客户。
ABNB vs KN — 直观对比
营收规模更大
ABNB
是对方的18.1倍
$153.1M
营收增速更快
KN
高出3.8%
12.0%
净利率更高
ABNB
高出5.9%
6.3%
两年增速更快
ABNB
近两年复合增速
-13.5%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $153.1M |
| 净利润 | $341.0M | $9.7M |
| 毛利率 | 82.5% | 43.8% |
| 营业利润率 | 9.7% | 10.4% |
| 净利率 | 12.3% | 6.3% |
| 营收同比 | 12.0% | 15.8% |
| 净利润同比 | -26.0% | -53.8% |
| 每股收益（稀释后） | — | $0.13 |
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ABNBKN
| Q1 26 | — | $153.1M | ||
| Q4 25 | $2.8B | $162.2M | ||
| Q3 25 | $4.1B | $152.9M | ||
| Q2 25 | $3.1B | $145.9M | ||
| Q1 25 | $2.3B | $132.2M | ||
| Q4 24 | $2.5B | $142.5M | ||
| Q3 24 | $3.7B | $142.5M | ||
| Q2 24 | $2.7B | $204.7M |
净利润ABNBKN
| Q1 26 | — | $9.7M | ||
| Q4 25 | $341.0M | $21.0M | ||
| Q3 25 | $1.4B | $17.4M | ||
| Q2 25 | $642.0M | $7.8M | ||
| Q1 25 | $154.0M | $-2.0M | ||
| Q4 24 | $461.0M | $18.5M | ||
| Q3 24 | $1.4B | $500.0K | ||
| Q2 24 | $555.0M | $-259.3M |
毛利率ABNBKN
| Q1 26 | — | 43.8% | ||
| Q4 25 | 82.5% | 44.7% | ||
| Q3 25 | 86.6% | 45.7% | ||
| Q2 25 | 82.4% | 41.5% | ||
| Q1 25 | 77.7% | 40.3% | ||
| Q4 24 | 82.8% | 42.7% | ||
| Q3 24 | 87.5% | 44.1% | ||
| Q2 24 | 81.6% | 28.2% |
营业利润率ABNBKN
| Q1 26 | — | 10.4% | ||
| Q4 25 | 9.7% | 15.9% | ||
| Q3 25 | 39.7% | 16.9% | ||
| Q2 25 | 19.8% | 10.1% | ||
| Q1 25 | 1.7% | 3.0% | ||
| Q4 24 | 17.3% | 10.8% | ||
| Q3 24 | 40.9% | 13.1% | ||
| Q2 24 | 18.1% | 6.2% |
净利率ABNBKN
| Q1 26 | — | 6.3% | ||
| Q4 25 | 12.3% | 12.9% | ||
| Q3 25 | 33.6% | 11.4% | ||
| Q2 25 | 20.7% | 5.3% | ||
| Q1 25 | 6.8% | -1.5% | ||
| Q4 24 | 18.6% | 13.0% | ||
| Q3 24 | 36.7% | 0.4% | ||
| Q2 24 | 20.2% | -126.7% |
每股收益（稀释后）ABNBKN
| Q1 26 | — | $0.13 | ||
| Q4 25 | — | $0.23 | ||
| Q3 25 | — | $0.20 | ||
| Q2 25 | — | $0.09 | ||
| Q1 25 | — | $-0.02 | ||
| Q4 24 | — | $0.20 | ||
| Q3 24 | — | $0.01 | ||
| Q2 24 | — | $-2.88 |
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 | $41.0M |
| 总债务越低越好 | — | $131.0M |
| 股东权益账面价值 | $8.2B | $780.2M |
| 总资产 | $22.2B | $1.1B |
| 负债/权益比越低杠杆越低 | — | 0.17× |
8季度趋势，按日历期对齐
现金及短期投资ABNBKN
| Q1 26 | — | $41.0M | ||
| Q4 25 | $11.0B | $54.2M | ||
| Q3 25 | $11.7B | $92.5M | ||
| Q2 25 | $11.4B | $103.2M | ||
| Q1 25 | $11.5B | $101.9M | ||
| Q4 24 | $10.6B | $130.1M | ||
| Q3 24 | $11.3B | $92.6M | ||
| Q2 24 | $11.3B | $84.0M |
总债务ABNBKN
| Q1 26 | — | $131.0M | ||
| Q4 25 | — | $114.0M | ||
| Q3 25 | — | $176.3M | ||
| Q2 25 | — | $190.0M | ||
| Q1 25 | — | $188.8M | ||
| Q4 24 | — | $202.5M | ||
| Q3 24 | — | $225.0M | ||
| Q2 24 | — | $261.2M |
股东权益ABNBKN
| Q1 26 | — | $780.2M | ||
| Q4 25 | $8.2B | $775.8M | ||
| Q3 25 | $8.6B | $751.8M | ||
| Q2 25 | $7.8B | $746.1M | ||
| Q1 25 | $7.9B | $755.8M | ||
| Q4 24 | $8.4B | $756.0M | ||
| Q3 24 | $8.5B | $777.4M | ||
| Q2 24 | $8.0B | $753.0M |
总资产ABNBKN
| Q1 26 | — | $1.1B | ||
| Q4 25 | $22.2B | $1.1B | ||
| Q3 25 | $23.1B | $1.1B | ||
| Q2 25 | $27.0B | $1.1B | ||
| Q1 25 | $25.1B | $1.1B | ||
| Q4 24 | $21.0B | $1.1B | ||
| Q3 24 | $22.2B | $1.2B | ||
| Q2 24 | $26.3B | $1.2B |
负债/权益比ABNBKN
| Q1 26 | — | 0.17× | ||
| Q4 25 | — | 0.15× | ||
| Q3 25 | — | 0.23× | ||
| Q2 25 | — | 0.25× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.27× | ||
| Q3 24 | — | 0.29× | ||
| Q2 24 | — | 0.35× |
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 | $0 |
| 自由现金流经营现金流 - 资本支出 | — | $-3.1M |
| 自由现金流率自由现金流/营收 | — | -2.0% |
| 资本支出强度资本支出/营收 | — | 7.1% |
| 现金转化率经营现金流/净利润 | 1.54× | 0.00× |
| 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ABNBKN
| Q1 26 | — | $0 | ||
| Q4 25 | $526.0M | — | ||
| Q3 25 | $1.4B | $29.1M | ||
| Q2 25 | $975.0M | $36.4M | ||
| Q1 25 | $1.8B | $1.3M | ||
| Q4 24 | $466.0M | — | ||
| Q3 24 | $1.1B | $52.8M | ||
| Q2 24 | $1.1B | $24.9M |
自由现金流ABNBKN
| Q1 26 | — | $-3.1M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $21.4M | ||
| Q2 25 | — | $31.3M | ||
| Q1 25 | — | $-2.7M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $49.1M | ||
| Q2 24 | — | $21.7M |
自由现金流率ABNBKN
| Q1 26 | — | -2.0% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | — | 21.5% | ||
| Q1 25 | — | -2.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 34.5% | ||
| Q2 24 | — | 10.6% |
资本支出强度ABNBKN
| Q1 26 | — | 7.1% | ||
| Q4 25 | — | 9.4% | ||
| Q3 25 | — | 5.0% | ||
| Q2 25 | — | 3.5% | ||
| Q1 25 | — | 3.0% | ||
| Q4 24 | — | 2.3% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 1.6% |
现金转化率ABNBKN
| Q1 26 | — | 0.00× | ||
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | 1.67× | ||
| Q2 25 | 1.52× | 4.67× | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | 105.60× | ||
| Q2 24 | 1.89× | — |
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% |
KN
暂无分部数据
