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爱彼迎（ABNB）与RYDER SYSTEM INC（R）财务数据对比。点击上方公司名可切换其他公司
RYDER SYSTEM INC的季度营收约是爱彼迎的4.7倍（$13.1B vs $2.8B）。爱彼迎净利率更高（12.3% vs 0.7%，领先11.6%）。爱彼迎同比增速更快（12.0% vs 1.0%）。过去两年RYDER SYSTEM INC的营收复合增速更高（102.9% vs 13.9%）
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。
Ryder System Inc.是美国专业运输物流服务商，总部位于佛罗里达州科勒尔盖布尔斯，业务覆盖美国及英国，核心业务包含卡车租赁、车队管理、供应链及运输管理，同时提供车辆维保、二手车销售、专业司机派遣、电商履约与最后一公里配送等多元服务。
ABNB vs R — 直观对比
营收规模更大
R
是对方的4.7倍
$2.8B
营收增速更快
ABNB
高出11.0%
1.0%
净利率更高
ABNB
高出11.6%
0.7%
两年增速更快
R
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $13.1B |
| 净利润 | $341.0M | $93.0M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 0.7% |
| 营收同比 | 12.0% | 1.0% |
| 净利润同比 | -26.0% | -5.1% |
| 每股收益（稀释后） | — | $2.34 |
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ABNBR
| Q1 26 | — | $13.1B | ||
| Q4 25 | $2.8B | $3.2B | ||
| Q3 25 | $4.1B | $3.2B | ||
| Q2 25 | $3.1B | $3.2B | ||
| Q1 25 | $2.3B | $3.1B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $3.7B | $3.2B | ||
| Q2 24 | $2.7B | $3.2B |
净利润ABNBR
| Q1 26 | — | $93.0M | ||
| Q4 25 | $341.0M | $132.0M | ||
| Q3 25 | $1.4B | $138.0M | ||
| Q2 25 | $642.0M | $131.0M | ||
| Q1 25 | $154.0M | $98.0M | ||
| Q4 24 | $461.0M | $135.0M | ||
| Q3 24 | $1.4B | $142.0M | ||
| Q2 24 | $555.0M | $127.0M |
毛利率ABNBR
| Q1 26 | — | — | ||
| Q4 25 | 82.5% | — | ||
| Q3 25 | 86.6% | — | ||
| Q2 25 | 82.4% | — | ||
| Q1 25 | 77.7% | — | ||
| Q4 24 | 82.8% | — | ||
| Q3 24 | 87.5% | — | ||
| Q2 24 | 81.6% | — |
营业利润率ABNBR
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 5.6% | ||
| Q3 25 | 39.7% | 6.0% | ||
| Q2 25 | 19.8% | 5.8% | ||
| Q1 25 | 1.7% | 4.3% | ||
| Q4 24 | 17.3% | 5.7% | ||
| Q3 24 | 40.9% | 5.9% | ||
| Q2 24 | 18.1% | 5.6% |
净利率ABNBR
| Q1 26 | — | 0.7% | ||
| Q4 25 | 12.3% | 4.2% | ||
| Q3 25 | 33.6% | 4.4% | ||
| Q2 25 | 20.7% | 4.1% | ||
| Q1 25 | 6.8% | 3.1% | ||
| Q4 24 | 18.6% | 4.2% | ||
| Q3 24 | 36.7% | 4.5% | ||
| Q2 24 | 20.2% | 4.0% |
每股收益（稀释后）ABNBR
| Q1 26 | — | $2.34 | ||
| Q4 25 | — | $3.22 | ||
| Q3 25 | — | $3.32 | ||
| Q2 25 | — | $3.13 | ||
| Q1 25 | — | $2.27 | ||
| Q4 24 | — | $3.09 | ||
| Q3 24 | — | $3.24 | ||
| Q2 24 | — | $2.84 |
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 | $182.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $2.9B |
| 总资产 | $22.2B | — |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ABNBR
| Q1 26 | — | $182.0M | ||
| Q4 25 | $11.0B | $198.0M | ||
| Q3 25 | $11.7B | $189.0M | ||
| Q2 25 | $11.4B | $180.0M | ||
| Q1 25 | $11.5B | $151.0M | ||
| Q4 24 | $10.6B | $154.0M | ||
| Q3 24 | $11.3B | $162.0M | ||
| Q2 24 | $11.3B | $164.0M |
总债务ABNBR
| Q1 26 | — | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | — | $7.3B | ||
| Q2 25 | — | $7.0B | ||
| Q1 25 | — | $6.7B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.6B | ||
| Q2 24 | — | $6.5B |
股东权益ABNBR
| Q1 26 | — | $2.9B | ||
| Q4 25 | $8.2B | $3.1B | ||
| Q3 25 | $8.6B | $3.1B | ||
| Q2 25 | $7.8B | $3.1B | ||
| Q1 25 | $7.9B | $3.0B | ||
| Q4 24 | $8.4B | $3.1B | ||
| Q3 24 | $8.5B | $3.1B | ||
| Q2 24 | $8.0B | $3.1B |
总资产ABNBR
| Q1 26 | — | — | ||
| Q4 25 | $22.2B | $16.4B | ||
| Q3 25 | $23.1B | $16.5B | ||
| Q2 25 | $27.0B | $16.5B | ||
| Q1 25 | $25.1B | $16.4B | ||
| Q4 24 | $21.0B | $16.7B | ||
| Q3 24 | $22.2B | $16.5B | ||
| Q2 24 | $26.3B | $16.4B |
负债/权益比ABNBR
| Q1 26 | — | — | ||
| Q4 25 | — | 2.24× | ||
| Q3 25 | — | 2.35× | ||
| Q2 25 | — | 2.27× | ||
| Q1 25 | — | 2.21× | ||
| Q4 24 | — | 2.14× | ||
| Q3 24 | — | 2.17× | ||
| Q2 24 | — | 2.09× |
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 | $583.0M |
| 自由现金流经营现金流 - 资本支出 | — | $273.0M |
| 自由现金流率自由现金流/营收 | — | 2.1% |
| 资本支出强度资本支出/营收 | — | 3.3% |
| 现金转化率经营现金流/净利润 | 1.54× | 6.27× |
| 过去12个月自由现金流最近4个季度 | — | $595.0M |
8季度趋势，按日历期对齐
经营现金流ABNBR
| Q1 26 | — | $583.0M | ||
| Q4 25 | $526.0M | $749.0M | ||
| Q3 25 | $1.4B | $442.0M | ||
| Q2 25 | $975.0M | $752.0M | ||
| Q1 25 | $1.8B | $651.0M | ||
| Q4 24 | $466.0M | $558.0M | ||
| Q3 24 | $1.1B | $629.0M | ||
| Q2 24 | $1.1B | $552.0M |
自由现金流ABNBR
| Q1 26 | — | $273.0M | ||
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $-85.0M | ||
| Q2 25 | — | $63.0M | ||
| Q1 25 | — | $137.0M | ||
| Q4 24 | — | $-201.0M | ||
| Q3 24 | — | $30.0M | ||
| Q2 24 | — | $-87.0M |
自由现金流率ABNBR
| Q1 26 | — | 2.1% | ||
| Q4 25 | — | 10.8% | ||
| Q3 25 | — | -2.7% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 4.4% | ||
| Q4 24 | — | -6.3% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | -2.7% |
资本支出强度ABNBR
| Q1 26 | — | 3.3% | ||
| Q4 25 | — | 12.8% | ||
| Q3 25 | — | 16.6% | ||
| Q2 25 | — | 21.6% | ||
| Q1 25 | — | 16.4% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 18.9% | ||
| Q2 24 | — | 20.1% |
现金转化率ABNBR
| Q1 26 | — | 6.27× | ||
| Q4 25 | 1.54× | 5.67× | ||
| Q3 25 | 0.99× | 3.20× | ||
| Q2 25 | 1.52× | 5.74× | ||
| Q1 25 | 11.62× | 6.64× | ||
| Q4 24 | 1.01× | 4.13× | ||
| Q3 24 | 0.79× | 4.43× | ||
| Q2 24 | 1.89× | 4.35× |
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% |
R
暂无分部数据
