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爱彼迎（ABNB）与Regions Financial Corporation（RF）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Regions Financial Corporation的1.5倍（$2.8B vs $1.9B），Regions Financial Corporation净利率更高（29.8% vs 12.3%，领先17.6%），爱彼迎同比增速更快（12.0% vs 5.0%），过去两年Regions Financial Corporation的营收复合增速更高（25.7% 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。
Regions Financial Corporation是美国银行控股企业，总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务，旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机，服务大量当地个人及企业客户。
ABNB vs RF — 直观对比
营收规模更大
ABNB
是对方的1.5倍
$1.9B
营收增速更快
ABNB
高出7.0%
5.0%
净利率更高
RF
高出17.6%
12.3%
两年增速更快
RF
近两年复合增速
13.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $1.9B |
| 净利润 | $341.0M | $559.0M |
| 毛利率 | 82.5% | — |
| 营业利润率 | 9.7% | — |
| 净利率 | 12.3% | 29.8% |
| 营收同比 | 12.0% | 5.0% |
| 净利润同比 | -26.0% | — |
| 每股收益（稀释后） | — | $0.62 |
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ABNBRF
| Q1 26 | — | $1.9B | ||
| Q4 25 | $2.8B | $1.3B | ||
| Q3 25 | $4.1B | $1.3B | ||
| Q2 25 | $3.1B | $1.3B | ||
| Q1 25 | $2.3B | $1.2B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $3.7B | $1.2B | ||
| Q2 24 | $2.7B | $1.2B |
净利润ABNBRF
| Q1 26 | — | $559.0M | ||
| Q4 25 | $341.0M | $534.0M | ||
| Q3 25 | $1.4B | $569.0M | ||
| Q2 25 | $642.0M | $563.0M | ||
| Q1 25 | $154.0M | $490.0M | ||
| Q4 24 | $461.0M | $534.0M | ||
| Q3 24 | $1.4B | $490.0M | ||
| Q2 24 | $555.0M | $501.0M |
毛利率ABNBRF
| 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ABNBRF
| Q1 26 | — | — | ||
| Q4 25 | 9.7% | 55.3% | ||
| Q3 25 | 39.7% | 56.3% | ||
| Q2 25 | 19.8% | 56.1% | ||
| Q1 25 | 1.7% | 52.0% | ||
| Q4 24 | 17.3% | 53.4% | ||
| Q3 24 | 40.9% | 49.9% | ||
| Q2 24 | 18.1% | 52.7% |
净利率ABNBRF
| Q1 26 | — | 29.8% | ||
| Q4 25 | 12.3% | 41.7% | ||
| Q3 25 | 33.6% | 45.3% | ||
| Q2 25 | 20.7% | 44.7% | ||
| Q1 25 | 6.8% | 41.0% | ||
| Q4 24 | 18.6% | 43.4% | ||
| Q3 24 | 36.7% | 40.2% | ||
| Q2 24 | 20.2% | 42.2% |
每股收益（稀释后）ABNBRF
| Q1 26 | — | $0.62 | ||
| Q4 25 | — | $0.59 | ||
| Q3 25 | — | $0.61 | ||
| Q2 25 | — | $0.59 | ||
| Q1 25 | — | $0.51 | ||
| Q4 24 | — | $0.55 | ||
| Q3 24 | — | $0.49 | ||
| Q2 24 | — | $0.52 |
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 | — | $6.3B |
| 股东权益账面价值 | $8.2B | $18.8B |
| 总资产 | $22.2B | $160.7B |
| 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ABNBRF
| Q1 26 | — | — | ||
| Q4 25 | $11.0B | — | ||
| Q3 25 | $11.7B | — | ||
| Q2 25 | $11.4B | — | ||
| Q1 25 | $11.5B | — | ||
| Q4 24 | $10.6B | — | ||
| Q3 24 | $11.3B | — | ||
| Q2 24 | $11.3B | — |
总债务ABNBRF
| Q1 26 | — | $6.3B | ||
| Q4 25 | — | $4.1B | ||
| Q3 25 | — | $4.8B | ||
| Q2 25 | — | $5.3B | ||
| Q1 25 | — | $6.0B | ||
| Q4 24 | — | $6.0B | ||
| Q3 24 | — | $6.0B | ||
| Q2 24 | — | $5.1B |
股东权益ABNBRF
| Q1 26 | — | $18.8B | ||
| Q4 25 | $8.2B | $19.0B | ||
| Q3 25 | $8.6B | $19.0B | ||
| Q2 25 | $7.8B | $18.7B | ||
| Q1 25 | $7.9B | $18.5B | ||
| Q4 24 | $8.4B | $17.9B | ||
| Q3 24 | $8.5B | $18.7B | ||
| Q2 24 | $8.0B | $17.2B |
总资产ABNBRF
| Q1 26 | — | $160.7B | ||
| Q4 25 | $22.2B | $158.8B | ||
| Q3 25 | $23.1B | $159.9B | ||
| Q2 25 | $27.0B | $159.2B | ||
| Q1 25 | $25.1B | $159.8B | ||
| Q4 24 | $21.0B | $157.3B | ||
| Q3 24 | $22.2B | $157.4B | ||
| Q2 24 | $26.3B | $154.1B |
负债/权益比ABNBRF
| Q1 26 | — | 0.34× | ||
| Q4 25 | — | 0.22× | ||
| Q3 25 | — | 0.25× | ||
| Q2 25 | — | 0.28× | ||
| Q1 25 | — | 0.32× | ||
| Q4 24 | — | 0.34× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.30× |
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ABNBRF
| Q1 26 | — | — | ||
| Q4 25 | $526.0M | $-319.0M | ||
| Q3 25 | $1.4B | $861.0M | ||
| Q2 25 | $975.0M | $573.0M | ||
| Q1 25 | $1.8B | $1.1B | ||
| Q4 24 | $466.0M | $-220.0M | ||
| Q3 24 | $1.1B | $1.3B | ||
| Q2 24 | $1.1B | $161.0M |
现金转化率ABNBRF
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | -0.60× | ||
| Q3 25 | 0.99× | 1.51× | ||
| Q2 25 | 1.52× | 1.02× | ||
| Q1 25 | 11.62× | 2.18× | ||
| Q4 24 | 1.01× | -0.41× | ||
| Q3 24 | 0.79× | 2.57× | ||
| Q2 24 | 1.89× | 0.32× |
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% |
RF
暂无分部数据
