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AvalonBay Communities（AVB）与富兰克林电气（FELE）财务数据对比。点击上方公司名可切换其他公司
AvalonBay Communities的季度营收约是富兰克林电气的1.5倍（$767.9M vs $500.4M），AvalonBay Communities净利率更高（9040.6% vs 6.9%，领先9033.6%），富兰克林电气同比增速更快（9.9% vs 3.7%），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -4.0%）
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。
富兰克林电气是全球知名的水务与能源管理产品及系统制造分销商，主营泵类、电机、驱动器及控制设备，产品广泛应用于住宅、商用、农业、工业、市政等多元场景。公司总部位于美国印第安纳州韦恩堡，在美国、德国、捷克、意大利、土耳其、墨西哥、巴西、澳大利亚、南非等多个国家设有生产基地，为全球客户提供可靠的流体运输与能源管理解决方案。
AVB vs FELE — 直观对比
营收规模更大
AVB
是对方的1.5倍
$500.4M
营收增速更快
FELE
高出6.2%
3.7%
净利率更高
AVB
高出9033.6%
6.9%
两年增速更快
AVB
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $500.4M |
| 净利润 | $166.0M | $34.7M |
| 毛利率 | — | 35.0% |
| 营业利润率 | 64.2% | 9.6% |
| 净利率 | 9040.6% | 6.9% |
| 营收同比 | 3.7% | 9.9% |
| 净利润同比 | -41.2% | 10.6% |
| 每股收益（稀释后） | $1.18 | $0.77 |
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AVBFELE
| Q1 26 | — | $500.4M | ||
| Q4 25 | $767.9M | $506.9M | ||
| Q3 25 | $766.8M | $581.7M | ||
| Q2 25 | $760.2M | $587.4M | ||
| Q1 25 | $745.9M | $455.2M | ||
| Q4 24 | $740.5M | $485.7M | ||
| Q3 24 | $734.3M | $531.4M | ||
| Q2 24 | $726.0M | $543.3M |
净利润AVBFELE
| Q1 26 | — | $34.7M | ||
| Q4 25 | $166.0M | $39.3M | ||
| Q3 25 | $381.3M | $16.7M | ||
| Q2 25 | $268.7M | $60.1M | ||
| Q1 25 | $236.6M | $31.0M | ||
| Q4 24 | $282.1M | $33.7M | ||
| Q3 24 | $372.5M | $54.6M | ||
| Q2 24 | $253.9M | $59.1M |
毛利率AVBFELE
| Q1 26 | — | 35.0% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 36.1% | ||
| Q1 25 | — | 36.0% | ||
| Q4 24 | — | 33.8% | ||
| Q3 24 | — | 35.7% | ||
| Q2 24 | — | 36.8% |
营业利润率AVBFELE
| Q1 26 | — | 9.6% | ||
| Q4 25 | 64.2% | 10.2% | ||
| Q3 25 | 65.7% | 14.6% | ||
| Q2 25 | 67.6% | 15.0% | ||
| Q1 25 | 68.5% | 9.7% | ||
| Q4 24 | 63.1% | 8.9% | ||
| Q3 24 | 65.4% | 13.8% | ||
| Q2 24 | 66.6% | 14.6% |
净利率AVBFELE
| Q1 26 | — | 6.9% | ||
| Q4 25 | 9040.6% | 7.7% | ||
| Q3 25 | 49.7% | 2.9% | ||
| Q2 25 | 35.3% | 10.2% | ||
| Q1 25 | 31.7% | 6.8% | ||
| Q4 24 | 38.1% | 6.9% | ||
| Q3 24 | 50.7% | 10.3% | ||
| Q2 24 | 35.0% | 10.9% |
每股收益（稀释后）AVBFELE
| Q1 26 | — | $0.77 | ||
| Q4 25 | $1.18 | $0.87 | ||
| Q3 25 | $2.68 | $0.37 | ||
| Q2 25 | $1.88 | $1.31 | ||
| Q1 25 | $1.66 | $0.67 | ||
| Q4 24 | $1.99 | $0.73 | ||
| Q3 24 | $2.61 | $1.17 | ||
| Q2 24 | $1.78 | $1.26 |
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 | $80.4M |
| 总债务越低越好 | $9.3B | $134.4M |
| 股东权益账面价值 | $11.6B | $1.3B |
| 总资产 | $22.2B | $2.0B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.10× |
8季度趋势，按日历期对齐
现金及短期投资AVBFELE
| Q1 26 | — | $80.4M | ||
| Q4 25 | $187.2M | $99.7M | ||
| Q3 25 | $123.3M | $102.9M | ||
| Q2 25 | $102.8M | $104.6M | ||
| Q1 25 | $53.3M | $84.0M | ||
| Q4 24 | $108.6M | $220.5M | ||
| Q3 24 | $552.4M | $106.3M | ||
| Q2 24 | $545.8M | $58.1M |
总债务AVBFELE
| Q1 26 | — | $134.4M | ||
| Q4 25 | $9.3B | $135.2M | ||
| Q3 25 | $8.7B | $135.2M | ||
| Q2 25 | $8.7B | $14.5M | ||
| Q1 25 | $8.3B | $14.9M | ||
| Q4 24 | $8.1B | $11.6M | ||
| Q3 24 | $8.4B | $11.6M | ||
| Q2 24 | $8.4B | $87.2M |
股东权益AVBFELE
| Q1 26 | — | $1.3B | ||
| Q4 25 | $11.6B | $1.3B | ||
| Q3 25 | $11.9B | $1.3B | ||
| Q2 25 | $11.9B | $1.3B | ||
| Q1 25 | $11.9B | $1.3B | ||
| Q4 24 | $11.9B | $1.3B | ||
| Q3 24 | $11.9B | $1.3B | ||
| Q2 24 | $11.7B | $1.2B |
总资产AVBFELE
| Q1 26 | — | $2.0B | ||
| Q4 25 | $22.2B | $1.9B | ||
| Q3 25 | $21.9B | $2.0B | ||
| Q2 25 | $21.8B | $2.0B | ||
| Q1 25 | $21.2B | $1.9B | ||
| Q4 24 | $21.0B | $1.8B | ||
| Q3 24 | $21.3B | $1.8B | ||
| Q2 24 | $21.0B | $1.8B |
负债/权益比AVBFELE
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.80× | 0.10× | ||
| Q3 25 | 0.73× | 0.10× | ||
| Q2 25 | 0.72× | 0.01× | ||
| Q1 25 | 0.70× | 0.01× | ||
| Q4 24 | 0.68× | 0.01× | ||
| Q3 24 | 0.70× | 0.01× | ||
| Q2 24 | 0.71× | 0.07× |
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 | — |
| 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% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AVBFELE
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $104.2M | ||
| Q3 25 | $477.0M | $102.7M | ||
| Q2 25 | $377.8M | $51.5M | ||
| Q1 25 | $415.9M | $-19.5M | ||
| Q4 24 | $1.6B | $110.3M | ||
| Q3 24 | $486.2M | $116.1M | ||
| Q2 24 | $380.0M | $36.4M |
自由现金流AVBFELE
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $88.7M | ||
| Q3 25 | $402.2M | $91.3M | ||
| Q2 25 | $317.1M | $39.9M | ||
| Q1 25 | $367.5M | $-26.3M | ||
| Q4 24 | $1.4B | $97.5M | ||
| Q3 24 | $434.2M | $106.6M | ||
| Q2 24 | $333.0M | $26.1M |
自由现金流率AVBFELE
| Q1 26 | — | — | ||
| Q4 25 | 183.5% | 17.5% | ||
| Q3 25 | 52.5% | 15.7% | ||
| Q2 25 | 41.7% | 6.8% | ||
| Q1 25 | 49.3% | -5.8% | ||
| Q4 24 | 191.0% | 20.1% | ||
| Q3 24 | 59.1% | 20.1% | ||
| Q2 24 | 45.9% | 4.8% |
资本支出强度AVBFELE
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 3.1% | ||
| Q3 25 | 9.8% | 2.0% | ||
| Q2 25 | 8.0% | 2.0% | ||
| Q1 25 | 6.5% | 1.5% | ||
| Q4 24 | 26.1% | 2.6% | ||
| Q3 24 | 7.1% | 1.8% | ||
| Q2 24 | 6.5% | 1.9% |
现金转化率AVBFELE
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 2.65× | ||
| Q3 25 | 1.25× | 6.14× | ||
| Q2 25 | 1.41× | 0.86× | ||
| Q1 25 | 1.76× | -0.63× | ||
| Q4 24 | 5.70× | 3.28× | ||
| Q3 24 | 1.31× | 2.13× | ||
| Q2 24 | 1.50× | 0.62× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
