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爱彼迎(ABNB)与UNIVERSAL CORP(UVV)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UNIVERSAL CORP的3.3倍($2.8B vs $853.2M)。爱彼迎净利率更高(12.3% vs 3.9%,领先8.4%)。爱彼迎同比增速更快(12.0% vs -8.1%)。过去两年爱彼迎的营收复合增速更高(13.9% vs 6.2%)
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。
环球技术学院(UTI)是美国一家营利性私立技术院校体系,由罗伯特·斯威特于1965年创立,专注于为全美各地学生提供专业职业技术教育培训。
ABNB vs UVV — 直观对比
营收规模更大
ABNB
是对方的3.3倍
$853.2M
营收增速更快
ABNB
高出20.1%
-8.1%
净利率更高
ABNB
高出8.4%
3.9%
两年增速更快
ABNB
近两年复合增速
6.2%
损益表 — Q4 2025 vs Q3 2026
| 指标 | ||
|---|---|---|
| 营收 | $2.8B | $853.2M |
| 净利润 | $341.0M | $33.2M |
| 毛利率 | 82.5% | 17.8% |
| 营业利润率 | 9.7% | 9.6% |
| 净利率 | 12.3% | 3.9% |
| 营收同比 | 12.0% | -8.1% |
| 净利润同比 | -26.0% | -44.2% |
| 每股收益(稀释后) | — | $1.32 |
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
ABNB
UVV
| Q4 25 | $2.8B | $853.2M | ||
| Q3 25 | $4.1B | $749.4M | ||
| Q2 25 | $3.1B | $592.6M | ||
| Q1 25 | $2.3B | $690.2M | ||
| Q4 24 | $2.5B | $928.0M | ||
| Q3 24 | $3.7B | $708.4M | ||
| Q2 24 | $2.7B | $596.4M | ||
| Q1 24 | $2.1B | $756.3M |
净利润
ABNB
UVV
| Q4 25 | $341.0M | $33.2M | ||
| Q3 25 | $1.4B | $34.2M | ||
| Q2 25 | $642.0M | $8.5M | ||
| Q1 25 | $154.0M | $9.3M | ||
| Q4 24 | $461.0M | $59.6M | ||
| Q3 24 | $1.4B | $25.9M | ||
| Q2 24 | $555.0M | $130.0K | ||
| Q1 24 | $264.0M | $40.3M |
毛利率
ABNB
UVV
| Q4 25 | 82.5% | 17.8% | ||
| Q3 25 | 86.6% | 18.0% | ||
| Q2 25 | 82.4% | 19.1% | ||
| Q1 25 | 77.7% | 15.1% | ||
| Q4 24 | 82.8% | 19.9% | ||
| Q3 24 | 87.5% | 19.9% | ||
| Q2 24 | 81.6% | 16.0% | ||
| Q1 24 | 77.6% | 18.0% |
营业利润率
ABNB
UVV
| Q4 25 | 9.7% | 9.6% | ||
| Q3 25 | 39.7% | 9.0% | ||
| Q2 25 | 19.8% | 5.7% | ||
| Q1 25 | 1.7% | 6.2% | ||
| Q4 24 | 17.3% | 11.2% | ||
| Q3 24 | 40.9% | 9.7% | ||
| Q2 24 | 18.1% | 2.9% | ||
| Q1 24 | 4.7% | 9.0% |
净利率
ABNB
UVV
| Q4 25 | 12.3% | 3.9% | ||
| Q3 25 | 33.6% | 4.6% | ||
| Q2 25 | 20.7% | 1.4% | ||
| Q1 25 | 6.8% | 1.4% | ||
| Q4 24 | 18.6% | 6.4% | ||
| Q3 24 | 36.7% | 3.7% | ||
| Q2 24 | 20.2% | 0.0% | ||
| Q1 24 | 12.3% | 5.3% |
每股收益(稀释后)
ABNB
UVV
| Q4 25 | — | $1.32 | ||
| Q3 25 | — | $1.36 | ||
| Q2 25 | — | $0.34 | ||
| Q1 25 | — | $0.37 | ||
| Q4 24 | — | $2.37 | ||
| Q3 24 | — | $1.03 | ||
| Q2 24 | — | $0.01 | ||
| Q1 24 | — | $1.62 |
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 | $85.2M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $1.5B |
| 总资产 | $22.2B | $3.0B |
| 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
ABNB
UVV
| Q4 25 | $11.0B | $85.2M | ||
| Q3 25 | $11.7B | $88.7M | ||
| Q2 25 | $11.4B | $178.4M | ||
| Q1 25 | $11.5B | $260.1M | ||
| Q4 24 | $10.6B | $215.1M | ||
| Q3 24 | $11.3B | $80.1M | ||
| Q2 24 | $11.3B | $101.7M | ||
| Q1 24 | $11.1B | $55.6M |
股东权益
ABNB
UVV
| Q4 25 | $8.2B | $1.5B | ||
| Q3 25 | $8.6B | $1.5B | ||
| Q2 25 | $7.8B | $1.5B | ||
| Q1 25 | $7.9B | $1.5B | ||
| Q4 24 | $8.4B | $1.5B | ||
| Q3 24 | $8.5B | $1.4B | ||
| Q2 24 | $8.0B | $1.4B | ||
| Q1 24 | $7.9B | $1.4B |
总资产
ABNB
UVV
| Q4 25 | $22.2B | $3.0B | ||
| Q3 25 | $23.1B | $3.1B | ||
| Q2 25 | $27.0B | $3.2B | ||
| Q1 25 | $25.1B | $3.0B | ||
| Q4 24 | $21.0B | $3.0B | ||
| Q3 24 | $22.2B | $3.0B | ||
| Q2 24 | $26.3B | $3.0B | ||
| Q1 24 | $24.5B | $2.9B |
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 | $114.3M |
| 自由现金流经营现金流 - 资本支出 | — | $95.1M |
| 自由现金流率自由现金流/营收 | — | 11.1% |
| 资本支出强度资本支出/营收 | — | 2.3% |
| 现金转化率经营现金流/净利润 | 1.54× | 3.44× |
| 过去12个月自由现金流最近4个季度 | — | $52.7M |
8季度趋势,按日历期对齐
经营现金流
ABNB
UVV
| Q4 25 | $526.0M | $114.3M | ||
| Q3 25 | $1.4B | $32.7M | ||
| Q2 25 | $975.0M | $-205.1M | ||
| Q1 25 | $1.8B | $158.7M | ||
| Q4 24 | $466.0M | $215.6M | ||
| Q3 24 | $1.1B | $15.0M | ||
| Q2 24 | $1.1B | $-62.4M | ||
| Q1 24 | $1.9B | $-27.9M |
自由现金流
ABNB
UVV
| Q4 25 | — | $95.1M | ||
| Q3 25 | — | $23.7M | ||
| Q2 25 | — | $-217.2M | ||
| Q1 25 | — | $151.0M | ||
| Q4 24 | — | $199.6M | ||
| Q3 24 | — | $-1.0M | ||
| Q2 24 | — | $-85.2M | ||
| Q1 24 | — | $-46.2M |
自由现金流率
ABNB
UVV
| Q4 25 | — | 11.1% | ||
| Q3 25 | — | 3.2% | ||
| Q2 25 | — | -36.6% | ||
| Q1 25 | — | 21.9% | ||
| Q4 24 | — | 21.5% | ||
| Q3 24 | — | -0.1% | ||
| Q2 24 | — | -14.3% | ||
| Q1 24 | — | -6.1% |
资本支出强度
ABNB
UVV
| Q4 25 | — | 2.3% | ||
| Q3 25 | — | 1.2% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 2.3% | ||
| Q2 24 | — | 3.8% | ||
| Q1 24 | — | 2.4% |
现金转化率
ABNB
UVV
| Q4 25 | 1.54× | 3.44× | ||
| Q3 25 | 0.99× | 0.96× | ||
| Q2 25 | 1.52× | -24.14× | ||
| Q1 25 | 11.62× | 17.00× | ||
| Q4 24 | 1.01× | 3.62× | ||
| Q3 24 | 0.79× | 0.58× | ||
| Q2 24 | 1.89× | -480.34× | ||
| Q1 24 | 7.28× | -0.69× |
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% |
UVV
| Tobacco Operations | $779.9M | 91% |
| Service Other | $36.7M | 4% |
| Other | $17.8M | 2% |