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爱彼迎（ABNB）与MONRO, INC.（MNRO）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MONRO, INC.的9.5倍（$2.8B vs $293.4M）。爱彼迎净利率更高（12.3% vs 3.8%，领先8.5%）。爱彼迎同比增速更快（12.0% vs -4.0%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -2.7%）
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。
蒙罗公司（Monro, Inc.）是一家汽车服务企业，创始并总部设在美国纽约州罗切斯特。截至2025年，蒙罗共拥有1260家门店，按门店数量与营收计算，是北美仅次于Driven Brands的第二大汽车服务企业。
ABNB vs MNRO — 直观对比
营收规模更大
ABNB
是对方的9.5倍
$293.4M
营收增速更快
ABNB
高出16.1%
-4.0%
净利率更高
ABNB
高出8.5%
3.8%
两年增速更快
ABNB
近两年复合增速
-2.7%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $293.4M |
| 净利润 | $341.0M | $11.1M |
| 毛利率 | 82.5% | 34.9% |
| 营业利润率 | 9.7% | 6.3% |
| 净利率 | 12.3% | 3.8% |
| 营收同比 | 12.0% | -4.0% |
| 净利润同比 | -26.0% | 143.1% |
| 每股收益（稀释后） | — | $0.35 |
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ABNBMNRO
| Q4 25 | $2.8B | $293.4M | ||
| Q3 25 | $4.1B | $288.9M | ||
| Q2 25 | $3.1B | $301.0M | ||
| Q1 25 | $2.3B | $295.0M | ||
| Q4 24 | $2.5B | $305.8M | ||
| Q3 24 | $3.7B | $301.4M | ||
| Q2 24 | $2.7B | $293.2M | ||
| Q1 24 | $2.1B | $310.1M |
净利润ABNBMNRO
| Q4 25 | $341.0M | $11.1M | ||
| Q3 25 | $1.4B | $5.7M | ||
| Q2 25 | $642.0M | $-8.1M | ||
| Q1 25 | $154.0M | $-21.3M | ||
| Q4 24 | $461.0M | $4.6M | ||
| Q3 24 | $1.4B | $5.6M | ||
| Q2 24 | $555.0M | $5.9M | ||
| Q1 24 | $264.0M | $3.7M |
毛利率ABNBMNRO
| Q4 25 | 82.5% | 34.9% | ||
| Q3 25 | 86.6% | 35.7% | ||
| Q2 25 | 82.4% | 35.5% | ||
| Q1 25 | 77.7% | 33.0% | ||
| Q4 24 | 82.8% | 34.3% | ||
| Q3 24 | 87.5% | 35.3% | ||
| Q2 24 | 81.6% | 37.2% | ||
| Q1 24 | 77.6% | 35.5% |
营业利润率ABNBMNRO
| Q4 25 | 9.7% | 6.3% | ||
| Q3 25 | 39.7% | 4.4% | ||
| Q2 25 | 19.8% | -2.0% | ||
| Q1 25 | 1.7% | -8.1% | ||
| Q4 24 | 17.3% | 3.3% | ||
| Q3 24 | 40.9% | 4.4% | ||
| Q2 24 | 18.1% | 4.5% | ||
| Q1 24 | 4.7% | 3.3% |
净利率ABNBMNRO
| Q4 25 | 12.3% | 3.8% | ||
| Q3 25 | 33.6% | 2.0% | ||
| Q2 25 | 20.7% | -2.7% | ||
| Q1 25 | 6.8% | -7.2% | ||
| Q4 24 | 18.6% | 1.5% | ||
| Q3 24 | 36.7% | 1.9% | ||
| Q2 24 | 20.2% | 2.0% | ||
| Q1 24 | 12.3% | 1.2% |
每股收益（稀释后）ABNBMNRO
| Q4 25 | — | $0.35 | ||
| Q3 25 | — | $0.18 | ||
| Q2 25 | — | $-0.28 | ||
| Q1 25 | — | $-0.74 | ||
| Q4 24 | — | $0.15 | ||
| Q3 24 | — | $0.18 | ||
| Q2 24 | — | $0.19 | ||
| Q1 24 | — | $0.12 |
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 | $4.9M |
| 总债务越低越好 | — | $45.0M |
| 股东权益账面价值 | $8.2B | $604.9M |
| 总资产 | $22.2B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.07× |
8季度趋势，按日历期对齐
现金及短期投资ABNBMNRO
| Q4 25 | $11.0B | $4.9M | ||
| Q3 25 | $11.7B | $10.5M | ||
| Q2 25 | $11.4B | $7.8M | ||
| Q1 25 | $11.5B | $20.8M | ||
| Q4 24 | $10.6B | $10.2M | ||
| Q3 24 | $11.3B | $20.9M | ||
| Q2 24 | $11.3B | $18.7M | ||
| Q1 24 | $11.1B | $6.6M |
总债务ABNBMNRO
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
股东权益ABNBMNRO
| Q4 25 | $8.2B | $604.9M | ||
| Q3 25 | $8.6B | $601.7M | ||
| Q2 25 | $7.8B | $604.9M | ||
| Q1 25 | $7.9B | $620.8M | ||
| Q4 24 | $8.4B | $648.9M | ||
| Q3 24 | $8.5B | $651.9M | ||
| Q2 24 | $8.0B | $654.4M | ||
| Q1 24 | $7.9B | $656.8M |
总资产ABNBMNRO
| Q4 25 | $22.2B | $1.6B | ||
| Q3 25 | $23.1B | $1.6B | ||
| Q2 25 | $27.0B | $1.6B | ||
| Q1 25 | $25.1B | $1.6B | ||
| Q4 24 | $21.0B | $1.7B | ||
| Q3 24 | $22.2B | $1.7B | ||
| Q2 24 | $26.3B | $1.7B | ||
| Q1 24 | $24.5B | $1.7B |
负债/权益比ABNBMNRO
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $17.8M |
| 自由现金流经营现金流 - 资本支出 | — | $9.1M |
| 自由现金流率自由现金流/营收 | — | 3.1% |
| 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× | 1.60× |
| 过去12个月自由现金流最近4个季度 | — | $49.6M |
8季度趋势，按日历期对齐
经营现金流ABNBMNRO
| Q4 25 | $526.0M | $17.8M | ||
| Q3 25 | $1.4B | $32.3M | ||
| Q2 25 | $975.0M | $-1.9M | ||
| Q1 25 | $1.8B | $28.9M | ||
| Q4 24 | $466.0M | $14.8M | ||
| Q3 24 | $1.1B | $62.6M | ||
| Q2 24 | $1.1B | $25.6M | ||
| Q1 24 | $1.9B | $-5.3M |
自由现金流ABNBMNRO
| Q4 25 | — | $9.1M | ||
| Q3 25 | — | $26.6M | ||
| Q2 25 | — | $-9.3M | ||
| Q1 25 | — | $23.2M | ||
| Q4 24 | — | $7.9M | ||
| Q3 24 | — | $57.6M | ||
| Q2 24 | — | $16.8M | ||
| Q1 24 | — | $-11.9M |
自由现金流率ABNBMNRO
| Q4 25 | — | 3.1% | ||
| Q3 25 | — | 9.2% | ||
| Q2 25 | — | -3.1% | ||
| Q1 25 | — | 7.9% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 19.1% | ||
| Q2 24 | — | 5.7% | ||
| Q1 24 | — | -3.8% |
资本支出强度ABNBMNRO
| Q4 25 | — | 3.0% | ||
| Q3 25 | — | 2.0% | ||
| Q2 25 | — | 2.5% | ||
| Q1 25 | — | 1.9% | ||
| Q4 24 | — | 2.2% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 3.0% | ||
| Q1 24 | — | 2.1% |
现金转化率ABNBMNRO
| Q4 25 | 1.54× | 1.60× | ||
| Q3 25 | 0.99× | 5.71× | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | 3.23× | ||
| Q3 24 | 0.79× | 11.08× | ||
| Q2 24 | 1.89× | 4.37× | ||
| Q1 24 | 7.28× | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
