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AeroVironment Inc（AVAV）与STARWOOD PROPERTY TRUST, INC.（STWD）财务数据对比。点击上方公司名可切换其他公司
STARWOOD PROPERTY TRUST, INC.的季度营收约是AeroVironment Inc的1.0倍（$492.9M vs $472.5M），STARWOOD PROPERTY TRUST, INC.净利率更高（19.7% vs -3.6%，领先23.3%），AeroVironment Inc同比增速更快（181.9% vs 8.5%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs -2.9%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
AVAV vs STWD — 直观对比
营收规模更大
STWD
是对方的1.0倍
$472.5M
营收增速更快
AVAV
高出173.4%
8.5%
净利率更高
STWD
高出23.3%
-3.6%
两年增速更快
AVAV
近两年复合增速
-2.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $492.9M |
| 净利润 | $-17.1M | $96.9M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 26.6% |
| 净利率 | -3.6% | 19.7% |
| 营收同比 | 181.9% | 8.5% |
| 净利润同比 | -875.1% | 87.7% |
| 每股收益（稀释后） | $-0.34 | $0.25 |
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AVAVSTWD
| Q4 25 | $472.5M | $492.9M | ||
| Q3 25 | $454.7M | $488.9M | ||
| Q2 25 | $275.1M | $444.3M | ||
| Q1 25 | $167.6M | $418.2M | ||
| Q4 24 | $188.5M | $454.4M | ||
| Q3 24 | $189.5M | $479.5M | ||
| Q2 24 | $197.0M | $489.8M | ||
| Q1 24 | $186.6M | $523.1M |
净利润AVAVSTWD
| Q4 25 | $-17.1M | $96.9M | ||
| Q3 25 | $-67.4M | $72.6M | ||
| Q2 25 | $16.7M | $129.8M | ||
| Q1 25 | $-1.8M | $112.3M | ||
| Q4 24 | $7.5M | $51.6M | ||
| Q3 24 | $21.2M | $76.1M | ||
| Q2 24 | $6.0M | $77.9M | ||
| Q1 24 | $13.9M | $154.3M |
毛利率AVAVSTWD
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — | ||
| Q1 24 | 36.1% | — |
营业利润率AVAVSTWD
| Q4 25 | -6.4% | 26.6% | ||
| Q3 25 | -15.2% | 19.1% | ||
| Q2 25 | 5.0% | 30.5% | ||
| Q1 25 | -1.8% | 28.7% | ||
| Q4 24 | 3.7% | 15.1% | ||
| Q3 24 | 12.2% | 17.2% | ||
| Q2 24 | 3.0% | 19.1% | ||
| Q1 24 | 7.7% | 30.8% |
净利率AVAVSTWD
| Q4 25 | -3.6% | 19.7% | ||
| Q3 25 | -14.8% | 14.8% | ||
| Q2 25 | 6.1% | 29.2% | ||
| Q1 25 | -1.0% | 26.8% | ||
| Q4 24 | 4.0% | 11.4% | ||
| Q3 24 | 11.2% | 15.9% | ||
| Q2 24 | 3.1% | 15.9% | ||
| Q1 24 | 7.4% | 29.5% |
每股收益（稀释后）AVAVSTWD
| Q4 25 | $-0.34 | $0.25 | ||
| Q3 25 | $-1.44 | $0.19 | ||
| Q2 25 | $0.59 | $0.38 | ||
| Q1 25 | $-0.06 | $0.33 | ||
| Q4 24 | $0.27 | $0.15 | ||
| Q3 24 | $0.75 | $0.23 | ||
| Q2 24 | $0.18 | $0.24 | ||
| Q1 24 | $0.50 | $0.48 |
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 | $588.5M | $499.5M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $6.8B |
| 总资产 | $5.6B | $63.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVSTWD
| Q4 25 | $588.5M | $499.5M | ||
| Q3 25 | $685.8M | $301.1M | ||
| Q2 25 | $40.9M | $259.9M | ||
| Q1 25 | $47.0M | $440.6M | ||
| Q4 24 | $69.0M | $377.8M | ||
| Q3 24 | $81.2M | $357.9M | ||
| Q2 24 | $73.3M | $259.3M | ||
| Q1 24 | $107.7M | $327.4M |
总债务AVAVSTWD
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVSTWD
| Q4 25 | $4.4B | $6.8B | ||
| Q3 25 | $4.4B | $6.9B | ||
| Q2 25 | $886.5M | $6.4B | ||
| Q1 25 | $861.1M | $6.4B | ||
| Q4 24 | $858.4M | $6.4B | ||
| Q3 24 | $845.5M | $6.5B | ||
| Q2 24 | $822.7M | $6.2B | ||
| Q1 24 | $813.0M | $6.3B |
总资产AVAVSTWD
| Q4 25 | $5.6B | $63.2B | ||
| Q3 25 | $5.6B | $62.4B | ||
| Q2 25 | $1.1B | $62.4B | ||
| Q1 25 | $1.0B | $62.2B | ||
| Q4 24 | $1.0B | $62.6B | ||
| Q3 24 | $999.2M | $64.2B | ||
| Q2 24 | $1.0B | $64.1B | ||
| Q1 24 | $980.3M | $66.2B |
负债/权益比AVAVSTWD
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — | ||
| Q1 24 | 0.05× | — |
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 | $-45.1M | $488.8M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 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 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVSTWD
| Q4 25 | $-45.1M | $488.8M | ||
| Q3 25 | $-123.7M | $337.6M | ||
| Q2 25 | $-264.0K | $-87.4M | ||
| Q1 25 | $-25.8M | $238.9M | ||
| Q4 24 | $-3.6M | $295.6M | ||
| Q3 24 | $28.4M | $241.8M | ||
| Q2 24 | $-11.7M | $53.3M | ||
| Q1 24 | $52.6M | $55.9M |
自由现金流AVAVSTWD
| Q4 25 | $-55.9M | — | ||
| Q3 25 | $-146.5M | — | ||
| Q2 25 | $-8.8M | — | ||
| Q1 25 | $-29.6M | — | ||
| Q4 24 | $-8.7M | — | ||
| Q3 24 | $22.9M | — | ||
| Q2 24 | $-20.8M | — | ||
| Q1 24 | $48.8M | — |
自由现金流率AVAVSTWD
| Q4 25 | -11.8% | — | ||
| Q3 25 | -32.2% | — | ||
| Q2 25 | -3.2% | — | ||
| Q1 25 | -17.7% | — | ||
| Q4 24 | -4.6% | — | ||
| Q3 24 | 12.1% | — | ||
| Q2 24 | -10.5% | — | ||
| Q1 24 | 26.1% | — |
资本支出强度AVAVSTWD
| Q4 25 | 2.3% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 2.3% | — | ||
| Q4 24 | 2.7% | — | ||
| Q3 24 | 2.9% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 2.0% | — |
现金转化率AVAVSTWD
| Q4 25 | — | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | -0.02× | -0.67× | ||
| Q1 25 | — | 2.13× | ||
| Q4 24 | -0.48× | 5.72× | ||
| Q3 24 | 1.34× | 3.18× | ||
| Q2 24 | -1.93× | 0.68× | ||
| Q1 24 | 3.79× | 0.36× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
