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爱彼迎（ABNB）与Roper Technologies（ROP）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Roper Technologies的1.3倍（$2.8B vs $2.1B），Roper Technologies净利率更高（15.8% vs 12.3%，领先3.5%），爱彼迎同比增速更快（12.0% vs 11.3%），过去两年爱彼迎的营收复合增速更高（13.9% vs 10.5%）
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。
罗珀技术公司是一家专注于科技领域的控股企业，通过持有并运营多家不同细分赛道的科技公司，在科技产业投资与资产管理领域形成了成熟的业务体系，在全球相关市场具备较高的行业影响力。
ABNB vs ROP — 直观对比
营收规模更大
ABNB
是对方的1.3倍
$2.1B
营收增速更快
ABNB
高出0.7%
11.3%
净利率更高
ROP
高出3.5%
12.3%
两年增速更快
ABNB
近两年复合增速
10.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $2.1B |
| 净利润 | $341.0M | $331.0M |
| 毛利率 | 82.5% | 69.4% |
| 营业利润率 | 9.7% | 27.2% |
| 净利率 | 12.3% | 15.8% |
| 营收同比 | 12.0% | 11.3% |
| 净利润同比 | -26.0% | 53.7% |
| 每股收益（稀释后） | — | $4.87 |
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ABNBROP
| Q1 26 | — | $2.1B | ||
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $4.1B | $2.0B | ||
| Q2 25 | $3.1B | $1.9B | ||
| Q1 25 | $2.3B | $1.9B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $3.7B | $1.8B | ||
| Q2 24 | $2.7B | $1.7B |
净利润ABNBROP
| Q1 26 | — | $331.0M | ||
| Q4 25 | $341.0M | $428.4M | ||
| Q3 25 | $1.4B | $398.5M | ||
| Q2 25 | $642.0M | $378.3M | ||
| Q1 25 | $154.0M | $331.1M | ||
| Q4 24 | $461.0M | $462.3M | ||
| Q3 24 | $1.4B | $367.9M | ||
| Q2 24 | $555.0M | $337.1M |
毛利率ABNBROP
| Q1 26 | — | 69.4% | ||
| Q4 25 | 82.5% | 69.5% | ||
| Q3 25 | 86.6% | 69.5% | ||
| Q2 25 | 82.4% | 69.2% | ||
| Q1 25 | 77.7% | 68.7% | ||
| Q4 24 | 82.8% | 68.3% | ||
| Q3 24 | 87.5% | 69.2% | ||
| Q2 24 | 81.6% | 69.5% |
营业利润率ABNBROP
| Q1 26 | — | 27.2% | ||
| Q4 25 | 9.7% | 28.6% | ||
| Q3 25 | 39.7% | 28.4% | ||
| Q2 25 | 19.8% | 28.2% | ||
| Q1 25 | 1.7% | 27.9% | ||
| Q4 24 | 17.3% | 28.0% | ||
| Q3 24 | 40.9% | 28.1% | ||
| Q2 24 | 18.1% | 28.8% |
净利率ABNBROP
| Q1 26 | — | 15.8% | ||
| Q4 25 | 12.3% | 20.8% | ||
| Q3 25 | 33.6% | 19.8% | ||
| Q2 25 | 20.7% | 19.5% | ||
| Q1 25 | 6.8% | 17.6% | ||
| Q4 24 | 18.6% | 24.6% | ||
| Q3 24 | 36.7% | 20.8% | ||
| Q2 24 | 20.2% | 19.6% |
每股收益（稀释后）ABNBROP
| Q1 26 | — | $4.87 | ||
| Q4 25 | — | $3.97 | ||
| Q3 25 | — | $3.68 | ||
| Q2 25 | — | $3.49 | ||
| Q1 25 | — | $3.06 | ||
| Q4 24 | — | $4.29 | ||
| Q3 24 | — | $3.40 | ||
| Q2 24 | — | $3.12 |
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 | $382.9M |
| 总债务越低越好 | — | $9.7B |
| 股东权益账面价值 | $8.2B | $18.8B |
| 总资产 | $22.2B | $34.6B |
| 负债/权益比越低杠杆越低 | — | 0.52× |
8季度趋势，按日历期对齐
现金及短期投资ABNBROP
| Q1 26 | — | $382.9M | ||
| Q4 25 | $11.0B | $297.4M | ||
| Q3 25 | $11.7B | $320.0M | ||
| Q2 25 | $11.4B | $242.4M | ||
| Q1 25 | $11.5B | $372.8M | ||
| Q4 24 | $10.6B | $188.2M | ||
| Q3 24 | $11.3B | $269.6M | ||
| Q2 24 | $11.3B | $251.5M |
总债务ABNBROP
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益ABNBROP
| Q1 26 | — | $18.8B | ||
| Q4 25 | $8.2B | $19.9B | ||
| Q3 25 | $8.6B | $20.0B | ||
| Q2 25 | $7.8B | $19.6B | ||
| Q1 25 | $7.9B | $19.2B | ||
| Q4 24 | $8.4B | $18.9B | ||
| Q3 24 | $8.5B | $18.5B | ||
| Q2 24 | $8.0B | $18.1B |
总资产ABNBROP
| Q1 26 | — | $34.6B | ||
| Q4 25 | $22.2B | $34.6B | ||
| Q3 25 | $23.1B | $34.6B | ||
| Q2 25 | $27.0B | $33.2B | ||
| Q1 25 | $25.1B | $31.4B | ||
| Q4 24 | $21.0B | $31.3B | ||
| Q3 24 | $22.2B | $31.6B | ||
| Q2 24 | $26.3B | $29.8B |
负债/权益比ABNBROP
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | — | $507.0M |
| 自由现金流率自由现金流/营收 | — | 24.2% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 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ABNBROP
| Q1 26 | — | — | ||
| Q4 25 | $526.0M | $738.0M | ||
| Q3 25 | $1.4B | $869.5M | ||
| Q2 25 | $975.0M | $404.1M | ||
| Q1 25 | $1.8B | $528.7M | ||
| Q4 24 | $466.0M | $722.2M | ||
| Q3 24 | $1.1B | $755.4M | ||
| Q2 24 | $1.1B | $384.1M |
自由现金流ABNBROP
| Q1 26 | — | $507.0M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
自由现金流率ABNBROP
| Q1 26 | — | 24.2% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
资本支出强度ABNBROP
| Q1 26 | — | 0.5% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ABNBROP
| Q1 26 | — | — | ||
| Q4 25 | 1.54× | 1.72× | ||
| Q3 25 | 0.99× | 2.18× | ||
| Q2 25 | 1.52× | 1.07× | ||
| Q1 25 | 11.62× | 1.60× | ||
| Q4 24 | 1.01× | 1.56× | ||
| Q3 24 | 0.79× | 2.05× | ||
| Q2 24 | 1.89× | 1.14× |
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% |
ROP
暂无分部数据
