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AvalonBay Communities（AVB）与FRESH DEL MONTE PRODUCE INC（FDP）财务数据对比。点击上方公司名可切换其他公司
FRESH DEL MONTE PRODUCE INC的季度营收约是AvalonBay Communities的1.4倍（$1.0B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 1.0%，领先9039.6%），AvalonBay Communities同比增速更快（3.7% vs -4.9%），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -4.3%）
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。
鲜德尔蒙农产品公司是全球领先的垂直一体化生鲜及鲜切果蔬、加工果蔬生产、分销及营销企业，注册地位于开曼群岛乔治敦，美国行政总部设在佛罗里达州科勒尔盖布尔斯塞维利亚大道241号。
AVB vs FDP — 直观对比
营收规模更大
FDP
是对方的1.4倍
$767.9M
营收增速更快
AVB
高出8.6%
-4.9%
净利率更高
AVB
高出9039.6%
1.0%
两年增速更快
AVB
近两年复合增速
-4.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.0B |
| 净利润 | $166.0M | $10.7M |
| 毛利率 | — | 8.5% |
| 营业利润率 | 64.2% | 1.9% |
| 净利率 | 9040.6% | 1.0% |
| 营收同比 | 3.7% | -4.9% |
| 净利润同比 | -41.2% | -67.8% |
| 每股收益（稀释后） | $1.18 | $0.21 |
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AVBFDP
| Q1 26 | — | $1.0B | ||
| Q4 25 | $767.9M | $1.0B | ||
| Q3 25 | $766.8M | $1.0B | ||
| Q2 25 | $760.2M | $1.2B | ||
| Q1 25 | $745.9M | $1.1B | ||
| Q4 24 | $740.5M | $1.0B | ||
| Q3 24 | $734.3M | $1.0B | ||
| Q2 24 | $726.0M | $1.1B |
净利润AVBFDP
| Q1 26 | — | $10.7M | ||
| Q4 25 | $166.0M | $32.3M | ||
| Q3 25 | $381.3M | $-29.1M | ||
| Q2 25 | $268.7M | $56.8M | ||
| Q1 25 | $236.6M | $31.1M | ||
| Q4 24 | $282.1M | $20.3M | ||
| Q3 24 | $372.5M | $42.1M | ||
| Q2 24 | $253.9M | $53.6M |
毛利率AVBFDP
| Q1 26 | — | 8.5% | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | — | 7.9% | ||
| Q2 25 | — | 10.2% | ||
| Q1 25 | — | 8.4% | ||
| Q4 24 | — | 6.8% | ||
| Q3 24 | — | 9.2% | ||
| Q2 24 | — | 9.9% |
营业利润率AVBFDP
| Q1 26 | — | 1.9% | ||
| Q4 25 | 64.2% | 4.5% | ||
| Q3 25 | 65.7% | -2.1% | ||
| Q2 25 | 67.6% | 5.8% | ||
| Q1 25 | 68.5% | 4.1% | ||
| Q4 24 | 63.1% | 3.0% | ||
| Q3 24 | 65.4% | 5.3% | ||
| Q2 24 | 66.6% | 6.0% |
净利率AVBFDP
| Q1 26 | — | 1.0% | ||
| Q4 25 | 9040.6% | 3.2% | ||
| Q3 25 | 49.7% | -2.8% | ||
| Q2 25 | 35.3% | 4.8% | ||
| Q1 25 | 31.7% | 2.8% | ||
| Q4 24 | 38.1% | 2.0% | ||
| Q3 24 | 50.7% | 4.1% | ||
| Q2 24 | 35.0% | 4.7% |
每股收益（稀释后）AVBFDP
| Q1 26 | — | $0.21 | ||
| Q4 25 | $1.18 | $0.67 | ||
| Q3 25 | $2.68 | $-0.61 | ||
| Q2 25 | $1.88 | $1.18 | ||
| Q1 25 | $1.66 | $0.64 | ||
| Q4 24 | $1.99 | $0.41 | ||
| Q3 24 | $2.61 | $0.88 | ||
| Q2 24 | $1.78 | $1.12 |
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 | $66.3M |
| 总债务越低越好 | $9.3B | $451.5M |
| 股东权益账面价值 | $11.6B | $2.0B |
| 总资产 | $22.2B | $3.4B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资AVBFDP
| Q1 26 | — | $66.3M | ||
| Q4 25 | $187.2M | $35.7M | ||
| Q3 25 | $123.3M | $97.2M | ||
| Q2 25 | $102.8M | $85.5M | ||
| Q1 25 | $53.3M | $34.4M | ||
| Q4 24 | $108.6M | $32.6M | ||
| Q3 24 | $552.4M | $50.8M | ||
| Q2 24 | $545.8M | $37.8M |
总债务AVBFDP
| Q1 26 | — | $451.5M | ||
| Q4 25 | $9.3B | $176.2M | ||
| Q3 25 | $8.7B | $176.7M | ||
| Q2 25 | $8.7B | $205.2M | ||
| Q1 25 | $8.3B | $237.4M | ||
| Q4 24 | $8.1B | $248.9M | ||
| Q3 24 | $8.4B | $274.8M | ||
| Q2 24 | $8.4B | $290.4M |
股东权益AVBFDP
| Q1 26 | — | $2.0B | ||
| Q4 25 | $11.6B | $2.0B | ||
| Q3 25 | $11.9B | $2.0B | ||
| Q2 25 | $11.9B | $2.1B | ||
| Q1 25 | $11.9B | $2.0B | ||
| Q4 24 | $11.9B | $2.0B | ||
| Q3 24 | $11.9B | $2.0B | ||
| Q2 24 | $11.7B | $2.0B |
总资产AVBFDP
| Q1 26 | — | $3.4B | ||
| Q4 25 | $22.2B | $3.1B | ||
| Q3 25 | $21.9B | $3.1B | ||
| Q2 25 | $21.8B | $3.2B | ||
| Q1 25 | $21.2B | $3.2B | ||
| Q4 24 | $21.0B | $3.1B | ||
| Q3 24 | $21.3B | $3.2B | ||
| Q2 24 | $21.0B | $3.1B |
负债/权益比AVBFDP
| Q1 26 | — | 0.22× | ||
| Q4 25 | 0.80× | 0.09× | ||
| Q3 25 | 0.73× | 0.09× | ||
| Q2 25 | 0.72× | 0.10× | ||
| Q1 25 | 0.70× | 0.12× | ||
| Q4 24 | 0.68× | 0.13× | ||
| Q3 24 | 0.70× | 0.14× | ||
| Q2 24 | 0.71× | 0.15× |
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 | $44.1M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | — |
| 自由现金流率自由现金流/营收 | 183.5% | — |
| 资本支出强度资本支出/营收 | 34.1% | 1.4% |
| 现金转化率经营现金流/净利润 | 10.07× | 4.12× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流AVBFDP
| Q1 26 | — | $44.1M | ||
| Q4 25 | $1.7B | $10.9M | ||
| Q3 25 | $477.0M | $75.0M | ||
| Q2 25 | $377.8M | $113.1M | ||
| Q1 25 | $415.9M | $46.1M | ||
| Q4 24 | $1.6B | $-4.7M | ||
| Q3 24 | $486.2M | $43.5M | ||
| Q2 24 | $380.0M | $125.0M |
自由现金流AVBFDP
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $-17.2M | ||
| Q3 25 | $402.2M | $60.9M | ||
| Q2 25 | $317.1M | $101.5M | ||
| Q1 25 | $367.5M | $36.1M | ||
| Q4 24 | $1.4B | $-22.3M | ||
| Q3 24 | $434.2M | $30.1M | ||
| Q2 24 | $333.0M | $117.0M |
自由现金流率AVBFDP
| Q1 26 | — | — | ||
| Q4 25 | 183.5% | -1.7% | ||
| Q3 25 | 52.5% | 6.0% | ||
| Q2 25 | 41.7% | 8.6% | ||
| Q1 25 | 49.3% | 3.3% | ||
| Q4 24 | 191.0% | -2.2% | ||
| Q3 24 | 59.1% | 3.0% | ||
| Q2 24 | 45.9% | 10.3% |
资本支出强度AVBFDP
| Q1 26 | — | 1.4% | ||
| Q4 25 | 34.1% | 2.8% | ||
| Q3 25 | 9.8% | 1.4% | ||
| Q2 25 | 8.0% | 1.0% | ||
| Q1 25 | 6.5% | 0.9% | ||
| Q4 24 | 26.1% | 1.7% | ||
| Q3 24 | 7.1% | 1.3% | ||
| Q2 24 | 6.5% | 0.7% |
现金转化率AVBFDP
| Q1 26 | — | 4.12× | ||
| Q4 25 | 10.07× | 0.34× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | 1.99× | ||
| Q1 25 | 1.76× | 1.48× | ||
| Q4 24 | 5.70× | -0.23× | ||
| Q3 24 | 1.31× | 1.03× | ||
| Q2 24 | 1.50× | 2.33× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
