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爱彼迎（ABNB）与Zumiez Inc（ZUMZ）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Zumiez Inc的11.6倍（$2.8B vs $239.1M）。爱彼迎净利率更高（12.3% vs 3.8%，领先8.4%）。爱彼迎同比增速更快（12.0% vs 7.5%）。过去两年爱彼迎的营收复合增速更高（13.9% vs -7.9%）
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。
Zumiez Inc.是1978年成立的美国跨国专业服饰零售商，2005年起公开上市，总部位于华盛顿州林伍德，现任总裁兼首席执行官为理查德·布鲁克斯。该品牌主打面向年轻男女的极限运动风格服饰、鞋履、配饰及相关装备，产品聚焦滑板、单板滑雪、越野摩托等运动领域。
ABNB vs ZUMZ — 直观对比
营收规模更大
ABNB
是对方的11.6倍
$239.1M
营收增速更快
ABNB
高出4.5%
7.5%
净利率更高
ABNB
高出8.4%
3.8%
两年增速更快
ABNB
近两年复合增速
-7.9%
损益表 — Q4 2025 vs Q3 2026
| 指标 | | |
|---|---|---|
| 营收 | $2.8B | $239.1M |
| 净利润 | $341.0M | $9.2M |
| 毛利率 | 82.5% | 37.6% |
| 营业利润率 | 9.7% | 4.9% |
| 净利率 | 12.3% | 3.8% |
| 营收同比 | 12.0% | 7.5% |
| 净利润同比 | -26.0% | 690.3% |
| 每股收益（稀释后） | — | $0.55 |
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ABNBZUMZ
| Q4 25 | $2.8B | $239.1M | ||
| Q3 25 | $4.1B | $214.3M | ||
| Q2 25 | $3.1B | $184.3M | ||
| Q1 25 | $2.3B | $279.2M | ||
| Q4 24 | $2.5B | $222.5M | ||
| Q3 24 | $3.7B | $210.2M | ||
| Q2 24 | $2.7B | $177.4M | ||
| Q1 24 | $2.1B | $281.8M |
净利润ABNBZUMZ
| Q4 25 | $341.0M | $9.2M | ||
| Q3 25 | $1.4B | $-1.0M | ||
| Q2 25 | $642.0M | $-14.3M | ||
| Q1 25 | $154.0M | $14.8M | ||
| Q4 24 | $461.0M | $1.2M | ||
| Q3 24 | $1.4B | $-847.0K | ||
| Q2 24 | $555.0M | $-16.8M | ||
| Q1 24 | $264.0M | $-33.5M |
毛利率ABNBZUMZ
| Q4 25 | 82.5% | 37.6% | ||
| Q3 25 | 86.6% | 35.5% | ||
| Q2 25 | 82.4% | 30.0% | ||
| Q1 25 | 77.7% | 36.2% | ||
| Q4 24 | 82.8% | 35.2% | ||
| Q3 24 | 87.5% | 34.2% | ||
| Q2 24 | 81.6% | 29.3% | ||
| Q1 24 | 77.6% | 34.3% |
营业利润率ABNBZUMZ
| Q4 25 | 9.7% | 4.9% | ||
| Q3 25 | 39.7% | 0.0% | ||
| Q2 25 | 19.8% | -10.8% | ||
| Q1 25 | 1.7% | 7.2% | ||
| Q4 24 | 17.3% | 1.1% | ||
| Q3 24 | 40.9% | -0.2% | ||
| Q2 24 | 18.1% | -11.4% | ||
| Q1 24 | 4.7% | -11.6% |
净利率ABNBZUMZ
| Q4 25 | 12.3% | 3.8% | ||
| Q3 25 | 33.6% | -0.5% | ||
| Q2 25 | 20.7% | -7.8% | ||
| Q1 25 | 6.8% | 5.3% | ||
| Q4 24 | 18.6% | 0.5% | ||
| Q3 24 | 36.7% | -0.4% | ||
| Q2 24 | 20.2% | -9.5% | ||
| Q1 24 | 12.3% | -11.9% |
每股收益（稀释后）ABNBZUMZ
| Q4 25 | — | $0.55 | ||
| Q3 25 | — | $-0.06 | ||
| Q2 25 | — | $-0.79 | ||
| Q1 25 | — | $0.75 | ||
| Q4 24 | — | $0.06 | ||
| Q3 24 | — | $-0.04 | ||
| Q2 24 | — | $-0.86 | ||
| Q1 24 | — | $-1.73 |
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 | $80.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $8.2B | $298.5M |
| 总资产 | $22.2B | $633.1M |
| 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ABNBZUMZ
| Q4 25 | $11.0B | $80.1M | ||
| Q3 25 | $11.7B | $78.8M | ||
| Q2 25 | $11.4B | $62.5M | ||
| Q1 25 | $11.5B | $112.7M | ||
| Q4 24 | $10.6B | $48.5M | ||
| Q3 24 | $11.3B | $65.8M | ||
| Q2 24 | $11.3B | $74.9M | ||
| Q1 24 | $11.1B | $88.9M |
股东权益ABNBZUMZ
| Q4 25 | $8.2B | $298.5M | ||
| Q3 25 | $8.6B | $292.4M | ||
| Q2 25 | $7.8B | $298.5M | ||
| Q1 25 | $7.9B | $329.0M | ||
| Q4 24 | $8.4B | $317.1M | ||
| Q3 24 | $8.5B | $319.8M | ||
| Q2 24 | $8.0B | $337.3M | ||
| Q1 24 | $7.9B | $353.2M |
总资产ABNBZUMZ
| Q4 25 | $22.2B | $633.1M | ||
| Q3 25 | $23.1B | $623.4M | ||
| Q2 25 | $27.0B | $599.1M | ||
| Q1 25 | $25.1B | $634.9M | ||
| Q4 24 | $21.0B | $646.0M | ||
| Q3 24 | $22.2B | $669.5M | ||
| Q2 24 | $26.3B | $656.6M | ||
| Q1 24 | $24.5B | $664.2M |
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 | $5.3M |
| 自由现金流经营现金流 - 资本支出 | — | $3.1M |
| 自由现金流率自由现金流/营收 | — | 1.3% |
| 资本支出强度资本支出/营收 | — | 0.9% |
| 现金转化率经营现金流/净利润 | 1.54× | 0.58× |
| 过去12个月自由现金流最近4个季度 | — | $38.0M |
8季度趋势，按日历期对齐
经营现金流ABNBZUMZ
| Q4 25 | $526.0M | $5.3M | ||
| Q3 25 | $1.4B | $12.6M | ||
| Q2 25 | $975.0M | $-22.1M | ||
| Q1 25 | $1.8B | $54.7M | ||
| Q4 24 | $466.0M | $-18.6M | ||
| Q3 24 | $1.1B | $3.2M | ||
| Q2 24 | $1.1B | $-18.6M | ||
| Q1 24 | $1.9B | $37.7M |
自由现金流ABNBZUMZ
| Q4 25 | — | $3.1M | ||
| Q3 25 | — | $9.5M | ||
| Q2 25 | — | $-24.3M | ||
| Q1 25 | — | $49.7M | ||
| Q4 24 | — | $-22.3M | ||
| Q3 24 | — | $-565.0K | ||
| Q2 24 | — | $-21.1M | ||
| Q1 24 | — | $33.5M |
自由现金流率ABNBZUMZ
| Q4 25 | — | 1.3% | ||
| Q3 25 | — | 4.4% | ||
| Q2 25 | — | -13.2% | ||
| Q1 25 | — | 17.8% | ||
| Q4 24 | — | -10.0% | ||
| Q3 24 | — | -0.3% | ||
| Q2 24 | — | -11.9% | ||
| Q1 24 | — | 11.9% |
资本支出强度ABNBZUMZ
| Q4 25 | — | 0.9% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 1.7% | ||
| Q3 24 | — | 1.8% | ||
| Q2 24 | — | 1.4% | ||
| Q1 24 | — | 1.5% |
现金转化率ABNBZUMZ
| Q4 25 | 1.54× | 0.58× | ||
| Q3 25 | 0.99× | — | ||
| Q2 25 | 1.52× | — | ||
| Q1 25 | 11.62× | 3.71× | ||
| Q4 24 | 1.01× | -16.02× | ||
| 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% |
ZUMZ
暂无分部数据
