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爱彼迎(ABNB)与LSI INDUSTRIES INC(LYTS)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LSI INDUSTRIES INC的19.3倍($2.8B vs $143.9M)。爱彼迎净利率更高(12.3% vs 1.4%,领先10.9%)。爱彼迎同比增速更快(12.0% vs -4.4%)。过去两年爱彼迎的营收复合增速更高(13.9% vs 5.6%)
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。
LSI Logic Corporation是一家总部位于加利福尼亚州圣克拉拉的美国公司,主营专用集成电路与电子设计自动化业务,设计并销售可加速数据中心、移动网络及客户端计算领域存储与网络性能的半导体和软件产品。
ABNB vs LYTS — 直观对比
营收规模更大
ABNB
是对方的19.3倍
$143.9M
营收增速更快
ABNB
高出16.4%
-4.4%
净利率更高
ABNB
高出10.9%
1.4%
两年增速更快
ABNB
近两年复合增速
5.6%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $143.9M |
| 净利润 | $341.0M | $2.0M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 1.4% |
| 营收同比 | 12.0% | -4.4% |
| 净利润同比 | -26.0% | -4.8% |
| 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
ABNB
LYTS
| Q3 26 | — | $143.9M | ||
| Q4 25 | $2.8B | $147.0M | ||
| Q3 25 | $4.1B | $157.2M | ||
| Q2 25 | $3.1B | $155.1M | ||
| Q1 25 | $2.3B | $132.5M | ||
| Q4 24 | $2.5B | $147.7M | ||
| Q3 24 | $3.7B | $138.1M | ||
| Q2 24 | $2.7B | $129.0M |
净利润
ABNB
LYTS
| Q3 26 | — | $2.0M | ||
| Q4 25 | $341.0M | $6.3M | ||
| Q3 25 | $1.4B | $7.3M | ||
| Q2 25 | $642.0M | $8.2M | ||
| Q1 25 | $154.0M | $3.9M | ||
| Q4 24 | $461.0M | $5.6M | ||
| Q3 24 | $1.4B | $6.7M | ||
| Q2 24 | $555.0M | $5.7M |
毛利率
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 82.5% | 25.5% | ||
| Q3 25 | 86.6% | 25.6% | ||
| Q2 25 | 82.4% | 26.1% | ||
| Q1 25 | 77.7% | 24.8% | ||
| Q4 24 | 82.8% | 23.6% | ||
| Q3 24 | 87.5% | 24.4% | ||
| Q2 24 | 81.6% | 26.2% |
营业利润率
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 9.7% | 6.0% | ||
| Q3 25 | 39.7% | 7.0% | ||
| Q2 25 | 19.8% | 7.7% | ||
| Q1 25 | 1.7% | 4.7% | ||
| Q4 24 | 17.3% | 5.7% | ||
| Q3 24 | 40.9% | 6.6% | ||
| Q2 24 | 18.1% | 7.0% |
净利率
ABNB
LYTS
| Q3 26 | — | 1.4% | ||
| Q4 25 | 12.3% | 4.3% | ||
| Q3 25 | 33.6% | 4.6% | ||
| Q2 25 | 20.7% | 5.3% | ||
| Q1 25 | 6.8% | 2.9% | ||
| Q4 24 | 18.6% | 3.8% | ||
| Q3 24 | 36.7% | 4.8% | ||
| Q2 24 | 20.2% | 4.4% |
每股收益(稀释后)
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | — | $0.20 | ||
| Q3 25 | — | $0.23 | ||
| Q2 25 | — | $0.26 | ||
| Q1 25 | — | $0.13 | ||
| Q4 24 | — | $0.18 | ||
| Q3 24 | — | $0.22 | ||
| Q2 24 | — | $0.18 |
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 | — |
| 总债务越低越好 | — | $261.0M |
| 股东权益账面价值 | $8.2B | $352.8M |
| 总资产 | $22.2B | $800.5M |
| 负债/权益比越低杠杆越低 | — | 0.74× |
8季度趋势,按日历期对齐
现金及短期投资
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $11.0B | $6.4M | ||
| Q3 25 | $11.7B | $7.1M | ||
| Q2 25 | $11.4B | $3.5M | ||
| Q1 25 | $11.5B | $4.3M | ||
| Q4 24 | $10.6B | $4.7M | ||
| Q3 24 | $11.3B | $7.0M | ||
| Q2 24 | $11.3B | $4.1M |
总债务
ABNB
LYTS
| Q3 26 | — | $261.0M | ||
| Q4 25 | — | $27.9M | ||
| Q3 25 | — | $50.7M | ||
| Q2 25 | — | $48.6M | ||
| Q1 25 | — | $55.4M | ||
| Q4 24 | — | $38.2M | ||
| Q3 24 | — | $47.7M | ||
| Q2 24 | — | $54.2M |
股东权益
ABNB
LYTS
| Q3 26 | — | $352.8M | ||
| Q4 25 | $8.2B | $248.1M | ||
| Q3 25 | $8.6B | $241.3M | ||
| Q2 25 | $7.8B | $230.7M | ||
| Q1 25 | $7.9B | $221.7M | ||
| Q4 24 | $8.4B | $217.1M | ||
| Q3 24 | $8.5B | $211.2M | ||
| Q2 24 | $8.0B | $204.4M |
总资产
ABNB
LYTS
| Q3 26 | — | $800.5M | ||
| Q4 25 | $22.2B | $396.3M | ||
| Q3 25 | $23.1B | $404.9M | ||
| Q2 25 | $27.0B | $396.4M | ||
| Q1 25 | $25.1B | $384.6M | ||
| Q4 24 | $21.0B | $344.5M | ||
| Q3 24 | $22.2B | $349.5M | ||
| Q2 24 | $26.3B | $348.8M |
负债/权益比
ABNB
LYTS
| Q3 26 | — | 0.74× | ||
| Q4 25 | — | 0.11× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | — | 0.21× | ||
| Q1 25 | — | 0.25× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.23× | ||
| Q2 24 | — | 0.27× |
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
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | $526.0M | $25.0M | ||
| Q3 25 | $1.4B | $676.0K | ||
| Q2 25 | $975.0M | $9.5M | ||
| Q1 25 | $1.8B | $6.9M | ||
| Q4 24 | $466.0M | $9.9M | ||
| Q3 24 | $1.1B | $11.8M | ||
| Q2 24 | $1.1B | $11.1M |
自由现金流
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | — | $23.3M | ||
| Q3 25 | — | $-291.0K | ||
| Q2 25 | — | $8.5M | ||
| Q1 25 | — | $6.2M | ||
| Q4 24 | — | $8.8M | ||
| Q3 24 | — | $11.1M | ||
| Q2 24 | — | $10.3M |
自由现金流率
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | -0.2% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 6.0% | ||
| Q3 24 | — | 8.0% | ||
| Q2 24 | — | 8.0% |
资本支出强度
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | 0.5% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 0.5% | ||
| Q2 24 | — | 0.6% |
现金转化率
ABNB
LYTS
| Q3 26 | — | — | ||
| Q4 25 | 1.54× | 3.94× | ||
| Q3 25 | 0.99× | 0.09× | ||
| Q2 25 | 1.52× | 1.16× | ||
| Q1 25 | 11.62× | 1.77× | ||
| Q4 24 | 1.01× | 1.75× | ||
| Q3 24 | 0.79× | 1.77× | ||
| Q2 24 | 1.89× | 1.96× |
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% |
LYTS
暂无分部数据