vs
爱彼迎（ABNB）与柯达（KODK）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柯达的9.6倍（$2.8B vs $290.0M）。爱彼迎净利率更高（12.3% vs -37.2%，领先49.5%）。爱彼迎同比增速更快（12.0% vs 9.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs 7.9%）
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。
伊士曼柯达公司，常简称为柯达，是一家源自美国的知名影像企业，总部位于纽约州罗切斯特，注册于新泽西州。柯达在摄影胶片领域拥有悠久的历史，曾率先将摄影胶片产品推向大众市场，如今仍围绕传统胶片影像业务开发各类相关产品。
ABNB vs KODK — 直观对比
营收规模更大
ABNB
是对方的9.6倍
$290.0M
营收增速更快
ABNB
高出3.0%
9.0%
净利率更高
ABNB
高出49.5%
-37.2%
两年增速更快
ABNB
近两年复合增速
7.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $290.0M |
| 净利润 | $341.0M | $-108.0M |
| 毛利率 | 82.5% | 23.1% |
| 营业利润率 | 9.7% | -0.3% |
| 净利率 | 12.3% | -37.2% |
| 营收同比 | 12.0% | 9.0% |
| 净利润同比 | -26.0% | -515.4% |
| 每股收益（稀释后） | — | $-1.22 |
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ABNBKODK
| Q4 25 | $2.8B | $290.0M | ||
| Q3 25 | $4.1B | $269.0M | ||
| Q2 25 | $3.1B | $263.0M | ||
| Q1 25 | $2.3B | $247.0M | ||
| Q4 24 | $2.5B | $266.0M | ||
| Q3 24 | $3.7B | $261.0M | ||
| Q2 24 | $2.7B | $267.0M | ||
| Q1 24 | $2.1B | $249.0M |
净利润ABNBKODK
| Q4 25 | $341.0M | $-108.0M | ||
| Q3 25 | $1.4B | $13.0M | ||
| Q2 25 | $642.0M | $-26.0M | ||
| Q1 25 | $154.0M | $-7.0M | ||
| Q4 24 | $461.0M | $26.0M | ||
| Q3 24 | $1.4B | $18.0M | ||
| Q2 24 | $555.0M | $26.0M | ||
| Q1 24 | $264.0M | $32.0M |
毛利率ABNBKODK
| Q4 25 | 82.5% | 23.1% | ||
| Q3 25 | 86.6% | 25.3% | ||
| Q2 25 | 82.4% | 19.4% | ||
| Q1 25 | 77.7% | 18.6% | ||
| Q4 24 | 82.8% | 19.2% | ||
| Q3 24 | 87.5% | 17.2% | ||
| Q2 24 | 81.6% | 21.7% | ||
| Q1 24 | 77.6% | 19.7% |
营业利润率ABNBKODK
| Q4 25 | 9.7% | -0.3% | ||
| Q3 25 | 39.7% | 7.1% | ||
| Q2 25 | 19.8% | -1.9% | ||
| Q1 25 | 1.7% | -5.3% | ||
| Q4 24 | 17.3% | -3.0% | ||
| Q3 24 | 40.9% | -3.1% | ||
| Q2 24 | 18.1% | 0.7% | ||
| Q1 24 | 4.7% | 2.8% |
净利率ABNBKODK
| Q4 25 | 12.3% | -37.2% | ||
| Q3 25 | 33.6% | 4.8% | ||
| Q2 25 | 20.7% | -9.9% | ||
| Q1 25 | 6.8% | -2.8% | ||
| Q4 24 | 18.6% | 9.8% | ||
| Q3 24 | 36.7% | 6.9% | ||
| Q2 24 | 20.2% | 9.7% | ||
| Q1 24 | 12.3% | 12.9% |
每股收益（稀释后）ABNBKODK
| Q4 25 | — | $-1.22 | ||
| Q3 25 | — | $-0.08 | ||
| Q2 25 | — | $-0.36 | ||
| Q1 25 | — | $-0.12 | ||
| Q4 24 | — | $0.22 | ||
| Q3 24 | — | $0.15 | ||
| Q2 24 | — | $0.23 | ||
| Q1 24 | — | $0.30 |
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 | $436.0M |
| 总债务越低越好 | — | $209.0M |
| 股东权益账面价值 | $8.2B | $614.0M |
| 总资产 | $22.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.34× |
8季度趋势，按日历期对齐
现金及短期投资ABNBKODK
| Q4 25 | $11.0B | $436.0M | ||
| Q3 25 | $11.7B | $168.0M | ||
| Q2 25 | $11.4B | $155.0M | ||
| Q1 25 | $11.5B | $158.0M | ||
| Q4 24 | $10.6B | $201.0M | ||
| Q3 24 | $11.3B | $214.0M | ||
| Q2 24 | $11.3B | $251.0M | ||
| Q1 24 | $11.1B | $262.0M |
总债务ABNBKODK
| Q4 25 | — | $209.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $467.0M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ABNBKODK
| Q4 25 | $8.2B | $614.0M | ||
| Q3 25 | $8.6B | $762.0M | ||
| Q2 25 | $7.8B | $528.0M | ||
| Q1 25 | $7.9B | $563.0M | ||
| Q4 24 | $8.4B | $641.0M | ||
| Q3 24 | $8.5B | $982.0M | ||
| Q2 24 | $8.0B | $961.0M | ||
| Q1 24 | $7.9B | $951.0M |
总资产ABNBKODK
| Q4 25 | $22.2B | $1.6B | ||
| Q3 25 | $23.1B | $2.1B | ||
| Q2 25 | $27.0B | $1.9B | ||
| Q1 25 | $25.1B | $1.9B | ||
| Q4 24 | $21.0B | $2.0B | ||
| Q3 24 | $22.2B | $2.4B | ||
| Q2 24 | $26.3B | $2.4B | ||
| Q1 24 | $24.5B | $2.3B |
负债/权益比ABNBKODK
| Q4 25 | — | 0.34× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.73× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $489.0M |
| 自由现金流经营现金流 - 资本支出 | — | $483.0M |
| 自由现金流率自由现金流/营收 | — | 166.6% |
| 资本支出强度资本支出/营收 | — | 2.1% |
| 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 | — | $446.0M |
8季度趋势，按日历期对齐
经营现金流ABNBKODK
| Q4 25 | $526.0M | $489.0M | ||
| Q3 25 | $1.4B | $21.0M | ||
| Q2 25 | $975.0M | $8.0M | ||
| Q1 25 | $1.8B | $-38.0M | ||
| Q4 24 | $466.0M | $4.0M | ||
| Q3 24 | $1.1B | $-21.0M | ||
| Q2 24 | $1.1B | $-7.0M | ||
| Q1 24 | $1.9B | $17.0M |
自由现金流ABNBKODK
| Q4 25 | — | $483.0M | ||
| Q3 25 | — | $17.0M | ||
| Q2 25 | — | $-4.0M | ||
| Q1 25 | — | $-50.0M | ||
| Q4 24 | — | $-13.0M | ||
| Q3 24 | — | $-41.0M | ||
| Q2 24 | — | $-16.0M | ||
| Q1 24 | — | $7.0M |
自由现金流率ABNBKODK
| Q4 25 | — | 166.6% | ||
| Q3 25 | — | 6.3% | ||
| Q2 25 | — | -1.5% | ||
| Q1 25 | — | -20.2% | ||
| Q4 24 | — | -4.9% | ||
| Q3 24 | — | -15.7% | ||
| Q2 24 | — | -6.0% | ||
| Q1 24 | — | 2.8% |
资本支出强度ABNBKODK
| Q4 25 | — | 2.1% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | 4.6% | ||
| Q1 25 | — | 4.9% | ||
| Q4 24 | — | 6.4% | ||
| Q3 24 | — | 7.7% | ||
| Q2 24 | — | 3.4% | ||
| Q1 24 | — | 4.0% |
现金转化率ABNBKODK
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | 1.62× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | 0.15× | ||
| Q3 24 | 0.79× | -1.17× | ||
| Q2 24 | 1.89× | -0.27× | ||
| Q1 24 | 7.28× | 0.53× |
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% |
KODK
| Segment Continuing Operations | $195.0M | 67% |
| Advanced Materials And Chemicals | $85.0M | 29% |
| Other | $7.0M | 2% |
| All Other | $3.0M | 1% |
