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爱彼迎（ABNB）与派洛滕（TRNR）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派洛滕的671.0倍（$2.8B vs $4.1M）。爱彼迎净利率更高（12.3% vs -240.4%，领先252.7%）。派洛滕同比增速更快（73.8% vs 12.0%）。过去两年派洛滕的营收复合增速更高（237.7% 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。
派洛滕互动是一家总部位于纽约的美国健身器材与媒体企业，主营配备联网触控屏的动感单车、跑步机、室内划船机等产品，用户可通过订阅服务收看直播与点播健身课程，器材自带传感器可追踪运动数据，为用户提供实时表现反馈与排行榜竞技功能。
ABNB vs TRNR — 直观对比
营收规模更大
ABNB
是对方的671.0倍
$4.1M
营收增速更快
TRNR
高出61.8%
12.0%
净利率更高
ABNB
高出252.7%
-240.4%
两年增速更快
TRNR
近两年复合增速
13.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $4.1M |
| 净利润 | $341.0M | $-10.0M |
| 毛利率 | 82.5% | 14.2% |
| 营业利润率 | 9.7% | -40.8% |
| 净利率 | 12.3% | -240.4% |
| 营收同比 | 12.0% | 73.8% |
| 净利润同比 | -26.0% | -72.8% |
| 每股收益（稀释后） | — | $-164.79 |
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ABNBTRNR
| Q4 25 | $2.8B | $4.1M | ||
| Q3 25 | $4.1B | $4.8M | ||
| Q2 25 | $3.1B | $1.2M | ||
| Q1 25 | $2.3B | $1.4M | ||
| Q4 24 | $2.5B | $2.4M | ||
| Q3 24 | $3.7B | $2.0M | ||
| Q2 24 | $2.7B | $621.0K | ||
| Q1 24 | $2.1B | $363.0K |
净利润ABNBTRNR
| Q4 25 | $341.0M | $-10.0M | ||
| Q3 25 | $1.4B | $-5.2M | ||
| Q2 25 | $642.0M | $-2.2M | ||
| Q1 25 | $154.0M | $-6.6M | ||
| Q4 24 | $461.0M | $-5.8M | ||
| Q3 24 | $1.4B | $-7.1M | ||
| Q2 24 | $555.0M | $-10.6M | ||
| Q1 24 | $264.0M | $-11.4M |
毛利率ABNBTRNR
| Q4 25 | 82.5% | 14.2% | ||
| Q3 25 | 86.6% | 17.1% | ||
| Q2 25 | 82.4% | -15.9% | ||
| Q1 25 | 77.7% | -22.4% | ||
| Q4 24 | 82.8% | -17.2% | ||
| Q3 24 | 87.5% | -14.3% | ||
| Q2 24 | 81.6% | -141.7% | ||
| Q1 24 | 77.6% | -330.6% |
营业利润率ABNBTRNR
| Q4 25 | 9.7% | -40.8% | ||
| Q3 25 | 39.7% | -125.3% | ||
| Q2 25 | 19.8% | -477.8% | ||
| Q1 25 | 1.7% | -465.5% | ||
| Q4 24 | 17.3% | -172.5% | ||
| Q3 24 | 40.9% | -385.0% | ||
| Q2 24 | 18.1% | -1269.2% | ||
| Q1 24 | 4.7% | -2600.8% |
净利率ABNBTRNR
| Q4 25 | 12.3% | -240.4% | ||
| Q3 25 | 33.6% | -108.6% | ||
| Q2 25 | 20.7% | -178.8% | ||
| Q1 25 | 6.8% | -486.9% | ||
| Q4 24 | 18.6% | -241.9% | ||
| Q3 24 | 36.7% | -354.6% | ||
| Q2 24 | 20.2% | -1712.9% | ||
| Q1 24 | 12.3% | -3138.8% |
每股收益（稀释后）ABNBTRNR
| Q4 25 | — | $-164.79 | ||
| Q3 25 | — | $-3.11 | ||
| Q2 25 | — | $-2.13 | ||
| Q1 25 | — | $-1.74 | ||
| Q4 24 | — | $5364.12 | ||
| Q3 24 | — | $-1534.56 | ||
| Q2 24 | — | $-17476.24 | ||
| Q1 24 | — | $-2681.82 |
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 | $512.0K |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $6.4M |
| 总资产 | $22.2B | $46.8M |
| 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ABNBTRNR
| Q4 25 | $11.0B | $512.0K | ||
| Q3 25 | $11.7B | $845.0K | ||
| Q2 25 | $11.4B | $582.0K | ||
| Q1 25 | $11.5B | $2.2M | ||
| Q4 24 | $10.6B | $138.0K | ||
| Q3 24 | $11.3B | $2.3M | ||
| Q2 24 | $11.3B | $156.0K | ||
| Q1 24 | $11.1B | — |
总债务ABNBTRNR
| Q4 25 | — | — | ||
| Q3 25 | — | $46.4M | ||
| Q2 25 | — | $55.1M | ||
| Q1 25 | — | $10.9M | ||
| Q4 24 | — | $11.3M | ||
| Q3 24 | — | $14.1M | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益ABNBTRNR
| Q4 25 | $8.2B | $6.4M | ||
| Q3 25 | $8.6B | $14.9M | ||
| Q2 25 | $7.8B | $16.3M | ||
| Q1 25 | $7.9B | $13.8M | ||
| Q4 24 | $8.4B | $7.1M | ||
| Q3 24 | $8.5B | $5.8M | ||
| Q2 24 | $8.0B | $413.0K | ||
| Q1 24 | $7.9B | $-2.9M |
总资产ABNBTRNR
| Q4 25 | $22.2B | $46.8M | ||
| Q3 25 | $23.1B | $85.4M | ||
| Q2 25 | $27.0B | $86.2M | ||
| Q1 25 | $25.1B | $37.8M | ||
| Q4 24 | $21.0B | $34.2M | ||
| Q3 24 | $22.2B | $37.8M | ||
| Q2 24 | $26.3B | $37.8M | ||
| Q1 24 | $24.5B | $39.6M |
负债/权益比ABNBTRNR
| Q4 25 | — | — | ||
| Q3 25 | — | 3.13× | ||
| Q2 25 | — | 3.39× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 1.59× | ||
| Q3 24 | — | 2.43× | ||
| Q2 24 | — | — | ||
| Q1 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 | $-2.2M |
| 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ABNBTRNR
| Q4 25 | $526.0M | $-2.2M | ||
| Q3 25 | $1.4B | $-2.4M | ||
| Q2 25 | $975.0M | $-2.2M | ||
| Q1 25 | $1.8B | $-3.5M | ||
| Q4 24 | $466.0M | $-5.9M | ||
| Q3 24 | $1.1B | $-3.7M | ||
| Q2 24 | $1.1B | $-2.2M | ||
| Q1 24 | $1.9B | $-3.0M |
现金转化率ABNBTRNR
| Q4 25 | 1.54× | — | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | — | ||
| Q4 24 | 1.01× | — | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 1.89× | — | ||
| Q1 24 | 7.28× | — |
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% |
TRNR
暂无分部数据
