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AvalonBay Communities（AVB）与Copart（CPRT）财务数据对比。点击上方公司名可切换其他公司
Copart的季度营收约是AvalonBay Communities的1.5倍（$1.2B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 35.0%，领先9005.6%），AvalonBay Communities同比增速更快（3.7% vs 0.7%），AvalonBay Communities自由现金流更多（$1.4B vs $427.2M），过去两年Copart的营收复合增速更高（6.4% vs 3.8%）
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。
Copart是一家跨国在线车辆拍卖及再营销服务提供商，服务保险、租车、车队、金融公司等各类汽车经销商，业务覆盖美国、加拿大、英国、德国等11个国家。总部位于美国得克萨斯州达拉斯，拥有200多处实体网点，运营总面积超1万英亩的车辆存放场地。
AVB vs CPRT — 直观对比
营收规模更大
CPRT
是对方的1.5倍
$767.9M
营收增速更快
AVB
高出3.0%
0.7%
净利率更高
AVB
高出9005.6%
35.0%
自由现金流更多
AVB
多$982.1M
$427.2M
两年增速更快
CPRT
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.2B |
| 净利润 | $166.0M | $403.7M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 37.3% |
| 净利率 | 9040.6% | 35.0% |
| 营收同比 | 3.7% | 0.7% |
| 净利润同比 | -41.2% | 11.5% |
| 每股收益（稀释后） | $1.18 | $0.41 |
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AVBCPRT
| Q4 25 | $767.9M | $1.2B | ||
| Q3 25 | $766.8M | $1.1B | ||
| Q2 25 | $760.2M | $1.2B | ||
| Q1 25 | $745.9M | $1.2B | ||
| Q4 24 | $740.5M | $1.1B | ||
| Q3 24 | $734.3M | $1.1B | ||
| Q2 24 | $726.0M | $1.1B | ||
| Q1 24 | $712.9M | $1.0B |
净利润AVBCPRT
| Q4 25 | $166.0M | $403.7M | ||
| Q3 25 | $381.3M | $396.4M | ||
| Q2 25 | $268.7M | $406.6M | ||
| Q1 25 | $236.6M | $387.4M | ||
| Q4 24 | $282.1M | $362.1M | ||
| Q3 24 | $372.5M | $322.6M | ||
| Q2 24 | $253.9M | $382.3M | ||
| Q1 24 | $173.4M | $325.6M |
营业利润率AVBCPRT
| Q4 25 | 64.2% | 37.3% | ||
| Q3 25 | 65.7% | 36.7% | ||
| Q2 25 | 67.6% | 37.3% | ||
| Q1 25 | 68.5% | 36.6% | ||
| Q4 24 | 63.1% | 35.4% | ||
| Q3 24 | 65.4% | 33.6% | ||
| Q2 24 | 66.6% | 38.8% | ||
| Q1 24 | 67.2% | 37.2% |
净利率AVBCPRT
| Q4 25 | 9040.6% | 35.0% | ||
| Q3 25 | 49.7% | 35.2% | ||
| Q2 25 | 35.3% | 33.6% | ||
| Q1 25 | 31.7% | 33.3% | ||
| Q4 24 | 38.1% | 31.6% | ||
| Q3 24 | 50.7% | 30.2% | ||
| Q2 24 | 35.0% | 33.9% | ||
| Q1 24 | 24.3% | 31.9% |
每股收益（稀释后）AVBCPRT
| Q4 25 | $1.18 | $0.41 | ||
| Q3 25 | $2.68 | $0.40 | ||
| Q2 25 | $1.88 | $0.42 | ||
| Q1 25 | $1.66 | $0.40 | ||
| Q4 24 | $1.99 | $0.37 | ||
| Q3 24 | $2.61 | $0.34 | ||
| Q2 24 | $1.78 | $0.39 | ||
| Q1 24 | $1.22 | $0.33 |
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 | — |
| 股东权益账面价值 | $11.6B | $9.6B |
| 总资产 | $22.2B | $10.6B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资AVBCPRT
| Q4 25 | $187.2M | — | ||
| Q3 25 | $123.3M | — | ||
| Q2 25 | $102.8M | — | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | — | ||
| Q1 24 | $287.9M | — |
总债务AVBCPRT
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | $0 | ||
| Q2 24 | $8.4B | $427.0K | ||
| Q1 24 | $8.0B | $453.0K |
股东权益AVBCPRT
| Q4 25 | $11.6B | $9.6B | ||
| Q3 25 | $11.9B | $9.2B | ||
| Q2 25 | $11.9B | $8.8B | ||
| Q1 25 | $11.9B | $8.3B | ||
| Q4 24 | $11.9B | $7.9B | ||
| Q3 24 | $11.9B | $7.5B | ||
| Q2 24 | $11.7B | $7.2B | ||
| Q1 24 | $11.7B | $6.8B |
总资产AVBCPRT
| Q4 25 | $22.2B | $10.6B | ||
| Q3 25 | $21.9B | $10.1B | ||
| Q2 25 | $21.8B | $9.7B | ||
| Q1 25 | $21.2B | $9.2B | ||
| Q4 24 | $21.0B | $8.9B | ||
| Q3 24 | $21.3B | $8.4B | ||
| Q2 24 | $21.0B | $8.0B | ||
| Q1 24 | $20.6B | $7.6B |
负债/权益比AVBCPRT
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | 0.00× | ||
| Q2 24 | 0.71× | 0.00× | ||
| Q1 24 | 0.68× | 0.00× |
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 | $535.3M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $427.2M |
| 自由现金流率自由现金流/营收 | 183.5% | 37.0% |
| 资本支出强度资本支出/营收 | 34.1% | 9.4% |
| 现金转化率经营现金流/净利润 | 10.07× | 1.33× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $1.4B |
8季度趋势，按日历期对齐
经营现金流AVBCPRT
| Q4 25 | $1.7B | $535.3M | ||
| Q3 25 | $477.0M | $438.5M | ||
| Q2 25 | $377.8M | $700.9M | ||
| Q1 25 | $415.9M | $178.1M | ||
| Q4 24 | $1.6B | $482.3M | ||
| Q3 24 | $486.2M | $439.2M | ||
| Q2 24 | $380.0M | $496.3M | ||
| Q1 24 | $412.9M | $161.8M |
自由现金流AVBCPRT
| Q4 25 | $1.4B | $427.2M | ||
| Q3 25 | $402.2M | $350.8M | ||
| Q2 25 | $317.1M | $572.9M | ||
| Q1 25 | $367.5M | $61.5M | ||
| Q4 24 | $1.4B | $245.5M | ||
| Q3 24 | $434.2M | $301.3M | ||
| Q2 24 | $333.0M | $408.5M | ||
| Q1 24 | $375.4M | $38.8M |
自由现金流率AVBCPRT
| Q4 25 | 183.5% | 37.0% | ||
| Q3 25 | 52.5% | 31.2% | ||
| Q2 25 | 41.7% | 47.3% | ||
| Q1 25 | 49.3% | 5.3% | ||
| Q4 24 | 191.0% | 21.4% | ||
| Q3 24 | 59.1% | 28.2% | ||
| Q2 24 | 45.9% | 36.2% | ||
| Q1 24 | 52.7% | 3.8% |
资本支出强度AVBCPRT
| Q4 25 | 34.1% | 9.4% | ||
| Q3 25 | 9.8% | 7.8% | ||
| Q2 25 | 8.0% | 10.6% | ||
| Q1 25 | 6.5% | 10.0% | ||
| Q4 24 | 26.1% | 20.6% | ||
| Q3 24 | 7.1% | 12.9% | ||
| Q2 24 | 6.5% | 7.8% | ||
| Q1 24 | 5.3% | 12.1% |
现金转化率AVBCPRT
| Q4 25 | 10.07× | 1.33× | ||
| Q3 25 | 1.25× | 1.11× | ||
| Q2 25 | 1.41× | 1.72× | ||
| Q1 25 | 1.76× | 0.46× | ||
| Q4 24 | 5.70× | 1.33× | ||
| Q3 24 | 1.31× | 1.36× | ||
| Q2 24 | 1.50× | 1.30× | ||
| Q1 24 | 2.38× | 0.50× |
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
CPRT
| Services | $952.1M | 82% |
| Other | $203.0M | 18% |
