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AvalonBay Communities（AVB）与科睿唯安（CLVT）财务数据对比。点击上方公司名可切换其他公司
AvalonBay Communities的季度营收约是科睿唯安的1.3倍（$767.9M vs $585.5M），AvalonBay Communities净利率更高（9040.6% vs -6.9%，领先9047.4%），AvalonBay Communities同比增速更快（3.7% vs -1.4%），AvalonBay Communities自由现金流更多（$1.4B vs $78.9M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -5.1%）
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。
科睿唯安是一家英美合资的上市分析服务企业，主要提供订阅制信息服务，覆盖文献计量、科学计量、商业与市场情报领域，同时为医药、生物科技行业提供专利、监管合规相关的竞争分析，也提供商标保护、域名与品牌保护服务，旗下Web of Science产品系列还负责计算学术期刊的影响因子。
AVB vs CLVT — 直观对比
营收规模更大
AVB
是对方的1.3倍
$585.5M
营收增速更快
AVB
高出5.1%
-1.4%
净利率更高
AVB
高出9047.4%
-6.9%
自由现金流更多
AVB
多$1.3B
$78.9M
两年增速更快
AVB
近两年复合增速
-5.1%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $585.5M |
| 净利润 | $166.0M | $-40.2M |
| 毛利率 | — | 67.2% |
| 营业利润率 | 64.2% | 5.2% |
| 净利率 | 9040.6% | -6.9% |
| 营收同比 | 3.7% | -1.4% |
| 净利润同比 | -41.2% | 61.3% |
| 每股收益（稀释后） | $1.18 | $-0.06 |
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AVBCLVT
| Q1 26 | — | $585.5M | ||
| Q4 25 | $767.9M | $617.0M | ||
| Q3 25 | $766.8M | $623.1M | ||
| Q2 25 | $760.2M | $621.4M | ||
| Q1 25 | $745.9M | $593.7M | ||
| Q4 24 | $740.5M | $663.0M | ||
| Q3 24 | $734.3M | $622.2M | ||
| Q2 24 | $726.0M | $650.3M |
净利润AVBCLVT
| Q1 26 | — | $-40.2M | ||
| Q4 25 | $166.0M | $3.1M | ||
| Q3 25 | $381.3M | $-28.3M | ||
| Q2 25 | $268.7M | $-72.0M | ||
| Q1 25 | $236.6M | $-103.9M | ||
| Q4 24 | $282.1M | $-191.8M | ||
| Q3 24 | $372.5M | $-65.6M | ||
| Q2 24 | $253.9M | $-304.3M |
毛利率AVBCLVT
| Q1 26 | — | 67.2% | ||
| Q4 25 | — | 66.8% | ||
| Q3 25 | — | 65.0% | ||
| Q2 25 | — | 67.2% | ||
| Q1 25 | — | 65.1% | ||
| Q4 24 | — | 65.7% | ||
| Q3 24 | — | 66.2% | ||
| Q2 24 | — | 67.2% |
营业利润率AVBCLVT
| Q1 26 | — | 5.2% | ||
| Q4 25 | 64.2% | 6.7% | ||
| Q3 25 | 65.7% | 7.1% | ||
| Q2 25 | 67.6% | 1.1% | ||
| Q1 25 | 68.5% | -3.5% | ||
| Q4 24 | 63.1% | -9.4% | ||
| Q3 24 | 65.4% | 3.5% | ||
| Q2 24 | 66.6% | -36.9% |
净利率AVBCLVT
| Q1 26 | — | -6.9% | ||
| Q4 25 | 9040.6% | 0.5% | ||
| Q3 25 | 49.7% | -4.5% | ||
| Q2 25 | 35.3% | -11.6% | ||
| Q1 25 | 31.7% | -17.5% | ||
| Q4 24 | 38.1% | -28.9% | ||
| Q3 24 | 50.7% | -10.5% | ||
| Q2 24 | 35.0% | -46.8% |
每股收益（稀释后）AVBCLVT
| Q1 26 | — | $-0.06 | ||
| Q4 25 | $1.18 | $0.00 | ||
| Q3 25 | $2.68 | $-0.04 | ||
| Q2 25 | $1.88 | $-0.11 | ||
| Q1 25 | $1.66 | $-0.15 | ||
| Q4 24 | $1.99 | $-0.27 | ||
| Q3 24 | $2.61 | $-0.09 | ||
| Q2 24 | $1.78 | $-0.46 |
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 | — |
| 总债务越低越好 | $9.3B | $4.3B |
| 股东权益账面价值 | $11.6B | $4.8B |
| 总资产 | $22.2B | $10.9B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.89× |
8季度趋势，按日历期对齐
现金及短期投资AVBCLVT
| Q1 26 | — | — | ||
| Q4 25 | $187.2M | $329.2M | ||
| Q3 25 | $123.3M | $318.7M | ||
| Q2 25 | $102.8M | $362.6M | ||
| Q1 25 | $53.3M | $354.0M | ||
| Q4 24 | $108.6M | $295.2M | ||
| Q3 24 | $552.4M | $388.5M | ||
| Q2 24 | $545.8M | $376.4M |
总债务AVBCLVT
| Q1 26 | — | $4.3B | ||
| Q4 25 | $9.3B | $4.3B | ||
| Q3 25 | $8.7B | $4.4B | ||
| Q2 25 | $8.7B | $4.5B | ||
| Q1 25 | $8.3B | $4.5B | ||
| Q4 24 | $8.1B | $4.5B | ||
| Q3 24 | $8.4B | $4.6B | ||
| Q2 24 | $8.4B | $4.6B |
股东权益AVBCLVT
| Q1 26 | — | $4.8B | ||
| Q4 25 | $11.6B | $4.8B | ||
| Q3 25 | $11.9B | $4.9B | ||
| Q2 25 | $11.9B | $5.0B | ||
| Q1 25 | $11.9B | $5.0B | ||
| Q4 24 | $11.9B | $5.1B | ||
| Q3 24 | $11.9B | $5.5B | ||
| Q2 24 | $11.7B | $5.6B |
总资产AVBCLVT
| Q1 26 | — | $10.9B | ||
| Q4 25 | $22.2B | $11.1B | ||
| Q3 25 | $21.9B | $11.2B | ||
| Q2 25 | $21.8B | $11.4B | ||
| Q1 25 | $21.2B | $11.5B | ||
| Q4 24 | $21.0B | $11.5B | ||
| Q3 24 | $21.3B | $12.0B | ||
| Q2 24 | $21.0B | $12.1B |
负债/权益比AVBCLVT
| Q1 26 | — | 0.89× | ||
| Q4 25 | 0.80× | 0.89× | ||
| Q3 25 | 0.73× | 0.90× | ||
| Q2 25 | 0.72× | 0.90× | ||
| Q1 25 | 0.70× | 0.90× | ||
| Q4 24 | 0.68× | 0.88× | ||
| Q3 24 | 0.70× | 0.84× | ||
| Q2 24 | 0.71× | 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 | $134.7M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $78.9M |
| 自由现金流率自由现金流/营收 | 183.5% | 13.5% |
| 资本支出强度资本支出/营收 | 34.1% | 9.5% |
| 现金转化率经营现金流/净利润 | 10.07× | — |
| 过去12个月自由现金流最近4个季度 | $2.5B | $333.9M |
8季度趋势，按日历期对齐
经营现金流AVBCLVT
| Q1 26 | — | $134.7M | ||
| Q4 25 | $1.7B | $159.9M | ||
| Q3 25 | $477.0M | $181.1M | ||
| Q2 25 | $377.8M | $116.3M | ||
| Q1 25 | $415.9M | $171.2M | ||
| Q4 24 | $1.6B | $141.3M | ||
| Q3 24 | $486.2M | $202.9M | ||
| Q2 24 | $380.0M | $126.2M |
自由现金流AVBCLVT
| Q1 26 | — | $78.9M | ||
| Q4 25 | $1.4B | $89.2M | ||
| Q3 25 | $402.2M | $115.5M | ||
| Q2 25 | $317.1M | $50.3M | ||
| Q1 25 | $367.5M | $110.3M | ||
| Q4 24 | $1.4B | $59.1M | ||
| Q3 24 | $434.2M | $126.3M | ||
| Q2 24 | $333.0M | $60.3M |
自由现金流率AVBCLVT
| Q1 26 | — | 13.5% | ||
| Q4 25 | 183.5% | 14.5% | ||
| Q3 25 | 52.5% | 18.5% | ||
| Q2 25 | 41.7% | 8.1% | ||
| Q1 25 | 49.3% | 18.6% | ||
| Q4 24 | 191.0% | 8.9% | ||
| Q3 24 | 59.1% | 20.3% | ||
| Q2 24 | 45.9% | 9.3% |
资本支出强度AVBCLVT
| Q1 26 | — | 9.5% | ||
| Q4 25 | 34.1% | 11.5% | ||
| Q3 25 | 9.8% | 10.5% | ||
| Q2 25 | 8.0% | 10.6% | ||
| Q1 25 | 6.5% | 10.3% | ||
| Q4 24 | 26.1% | 12.4% | ||
| Q3 24 | 7.1% | 12.3% | ||
| Q2 24 | 6.5% | 10.1% |
现金转化率AVBCLVT
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 51.58× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — |
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
CLVT
| Subscription | $397.5M | 68% |
| Re-occurring | $108.6M | 19% |
| Transactional | $79.4M | 14% |
