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AvalonBay Communities（AVB）与百富门（BF.B）财务数据对比。点击上方公司名可切换其他公司
百富门的季度营收约是AvalonBay Communities的1.3倍（$1.0B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 21.6%，领先9019.0%），AvalonBay Communities同比增速更快（3.7% vs -5.4%），AvalonBay Communities自由现金流更多（$1.4B vs $107.0M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -1.6%）
AvalonBay Communities是一家公开上市的房地产投资信托（REIT），核心业务聚焦公寓类不动产的投资与运营，旗下持有并管理大量区位优质的公寓项目，为租户提供高品质居住服务，在北美住宅地产投资领域拥有较高知名度。
百富门（Brown-Forman）是美国家族控股上市企业，属全球规模最大的葡萄酒及烈酒经营集团之一，总部位于肯塔基州路易斯维尔。旗下拥有杰克丹尼、伍德福德珍藏、格兰多纳等多个国际知名酒类品牌，曾持有的南方安逸等品牌已于2016年出售。
AVB vs BF.B — 直观对比
营收规模更大
BF.B
是对方的1.3倍
$767.9M
营收增速更快
AVB
高出9.1%
-5.4%
净利率更高
AVB
高出9019.0%
21.6%
自由现金流更多
AVB
多$1.3B
$107.0M
两年增速更快
AVB
近两年复合增速
-1.6%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.0B |
| 净利润 | $166.0M | $224.0M |
| 毛利率 | — | 59.4% |
| 营业利润率 | 64.2% | 29.4% |
| 净利率 | 9040.6% | 21.6% |
| 营收同比 | 3.7% | -5.4% |
| 净利润同比 | -41.2% | -13.2% |
| 每股收益（稀释后） | $1.18 | $0.47 |
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AVBBF.B
| Q4 25 | $767.9M | $1.0B | ||
| Q3 25 | $766.8M | $924.0M | ||
| Q2 25 | $760.2M | $894.0M | ||
| Q1 25 | $745.9M | $1.0B | ||
| Q4 24 | $740.5M | $1.1B | ||
| Q3 24 | $734.3M | $951.0M | ||
| Q2 24 | $726.0M | $964.0M | ||
| Q1 24 | $712.9M | $1.1B |
净利润AVBBF.B
| Q4 25 | $166.0M | $224.0M | ||
| Q3 25 | $381.3M | $170.0M | ||
| Q2 25 | $268.7M | $146.0M | ||
| Q1 25 | $236.6M | $270.0M | ||
| Q4 24 | $282.1M | $258.0M | ||
| Q3 24 | $372.5M | $195.0M | ||
| Q2 24 | $253.9M | $266.0M | ||
| Q1 24 | $173.4M | $285.0M |
毛利率AVBBF.B
| Q4 25 | — | 59.4% | ||
| Q3 25 | — | 59.7% | ||
| Q2 25 | — | 57.4% | ||
| Q1 25 | — | 59.8% | ||
| Q4 24 | — | 59.0% | ||
| Q3 24 | — | 59.4% | ||
| Q2 24 | — | 59.0% | ||
| Q1 24 | — | 59.4% |
营业利润率AVBBF.B
| Q4 25 | 64.2% | 29.4% | ||
| Q3 25 | 65.7% | 28.1% | ||
| Q2 25 | 67.6% | 22.9% | ||
| Q1 25 | 68.5% | 27.1% | ||
| Q4 24 | 63.1% | 31.1% | ||
| Q3 24 | 65.4% | 29.5% | ||
| Q2 24 | 66.6% | 38.9% | ||
| Q1 24 | 67.2% | 34.9% |
净利率AVBBF.B
| Q4 25 | 9040.6% | 21.6% | ||
| Q3 25 | 49.7% | 18.4% | ||
| Q2 25 | 35.3% | 16.3% | ||
| Q1 25 | 31.7% | 26.1% | ||
| Q4 24 | 38.1% | 23.6% | ||
| Q3 24 | 50.7% | 20.5% | ||
| Q2 24 | 35.0% | 27.6% | ||
| Q1 24 | 24.3% | 26.7% |
每股收益（稀释后）AVBBF.B
| Q4 25 | $1.18 | $0.47 | ||
| Q3 25 | $2.68 | $0.36 | ||
| Q2 25 | $1.88 | $0.31 | ||
| Q1 25 | $1.66 | $0.57 | ||
| Q4 24 | $1.99 | $0.55 | ||
| Q3 24 | $2.61 | $0.41 | ||
| Q2 24 | $1.78 | $0.56 | ||
| Q1 24 | $1.22 | $0.60 |
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 | $187.2M | $319.0M |
| 总债务越低越好 | $9.3B | $2.4B |
| 股东权益账面价值 | $11.6B | $4.1B |
| 总资产 | $22.2B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.59× |
8季度趋势，按日历期对齐
现金及短期投资AVBBF.B
| Q4 25 | $187.2M | $319.0M | ||
| Q3 25 | $123.3M | $471.0M | ||
| Q2 25 | $102.8M | $444.0M | ||
| Q1 25 | $53.3M | $599.0M | ||
| Q4 24 | $108.6M | $416.0M | ||
| Q3 24 | $552.4M | $416.0M | ||
| Q2 24 | $545.8M | $446.0M | ||
| Q1 24 | $287.9M | $589.0M |
总债务AVBBF.B
| Q4 25 | $9.3B | $2.4B | ||
| Q3 25 | $8.7B | $2.4B | ||
| Q2 25 | $8.7B | $2.4B | ||
| Q1 25 | $8.3B | $2.7B | ||
| Q4 24 | $8.1B | $2.7B | ||
| Q3 24 | $8.4B | $2.7B | ||
| Q2 24 | $8.4B | $2.7B | ||
| Q1 24 | $8.0B | $2.7B |
股东权益AVBBF.B
| Q4 25 | $11.6B | $4.1B | ||
| Q3 25 | $11.9B | $4.0B | ||
| Q2 25 | $11.9B | $4.0B | ||
| Q1 25 | $11.9B | $3.8B | ||
| Q4 24 | $11.9B | $3.7B | ||
| Q3 24 | $11.9B | $3.5B | ||
| Q2 24 | $11.7B | $3.5B | ||
| Q1 24 | $11.7B | $3.2B |
总资产AVBBF.B
| Q4 25 | $22.2B | $8.2B | ||
| Q3 25 | $21.9B | $8.2B | ||
| Q2 25 | $21.8B | $8.1B | ||
| Q1 25 | $21.2B | $8.1B | ||
| Q4 24 | $21.0B | $8.3B | ||
| Q3 24 | $21.3B | $8.2B | ||
| Q2 24 | $21.0B | $8.2B | ||
| Q1 24 | $20.6B | $8.2B |
负债/权益比AVBBF.B
| Q4 25 | 0.80× | 0.59× | ||
| Q3 25 | 0.73× | 0.61× | ||
| Q2 25 | 0.72× | 0.61× | ||
| Q1 25 | 0.70× | 0.70× | ||
| Q4 24 | 0.68× | 0.73× | ||
| Q3 24 | 0.70× | 0.77× | ||
| Q2 24 | 0.71× | 0.76× | ||
| Q1 24 | 0.68× | 0.83× |
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 | $1.7B | $132.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $107.0M |
| 自由现金流率自由现金流/营收 | 183.5% | 10.3% |
| 资本支出强度资本支出/营收 | 34.1% | 2.4% |
| 现金转化率经营现金流/净利润 | 10.07× | 0.59× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $610.0M |
8季度趋势，按日历期对齐
经营现金流AVBBF.B
| Q4 25 | $1.7B | $132.0M | ||
| Q3 25 | $477.0M | $160.0M | ||
| Q2 25 | $377.8M | $152.0M | ||
| Q1 25 | $415.9M | $317.0M | ||
| Q4 24 | $1.6B | $112.0M | ||
| Q3 24 | $486.2M | $17.0M | ||
| Q2 24 | $380.0M | $285.0M | ||
| Q1 24 | $412.9M | $265.0M |
自由现金流AVBBF.B
| Q4 25 | $1.4B | $107.0M | ||
| Q3 25 | $402.2M | $129.0M | ||
| Q2 25 | $317.1M | $102.0M | ||
| Q1 25 | $367.5M | $272.0M | ||
| Q4 24 | $1.4B | $81.0M | ||
| Q3 24 | $434.2M | $-24.0M | ||
| Q2 24 | $333.0M | $205.0M | ||
| Q1 24 | $375.4M | $196.0M |
自由现金流率AVBBF.B
| Q4 25 | 183.5% | 10.3% | ||
| Q3 25 | 52.5% | 14.0% | ||
| Q2 25 | 41.7% | 11.4% | ||
| Q1 25 | 49.3% | 26.3% | ||
| Q4 24 | 191.0% | 7.4% | ||
| Q3 24 | 59.1% | -2.5% | ||
| Q2 24 | 45.9% | 21.3% | ||
| Q1 24 | 52.7% | 18.3% |
资本支出强度AVBBF.B
| Q4 25 | 34.1% | 2.4% | ||
| Q3 25 | 9.8% | 3.4% | ||
| Q2 25 | 8.0% | 5.6% | ||
| Q1 25 | 6.5% | 4.3% | ||
| Q4 24 | 26.1% | 2.8% | ||
| Q3 24 | 7.1% | 4.3% | ||
| Q2 24 | 6.5% | 8.3% | ||
| Q1 24 | 5.3% | 6.5% |
现金转化率AVBBF.B
| Q4 25 | 10.07× | 0.59× | ||
| Q3 25 | 1.25× | 0.94× | ||
| Q2 25 | 1.41× | 1.04× | ||
| Q1 25 | 1.76× | 1.17× | ||
| Q4 24 | 5.70× | 0.43× | ||
| Q3 24 | 1.31× | 0.09× | ||
| Q2 24 | 1.50× | 1.07× | ||
| Q1 24 | 2.38× | 0.93× |
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
AVB
暂无分部数据
BF.B
| Whiskey | $771.0M | 74% |
| Ready To Drink | $138.0M | 13% |
| Tequila | $67.0M | 6% |
| Restofportfolio | $52.0M | 5% |
| Nonbrandedandbulk | $8.0M | 1% |
