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AvalonBay Communities（AVB）与Fabrinet（FN）财务数据对比。点击上方公司名可切换其他公司
Fabrinet的季度营收约是AvalonBay Communities的1.5倍（$1.1B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 9.9%，领先9030.6%），Fabrinet同比增速更快（35.9% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $-5.3M），过去两年Fabrinet的营收复合增速更高（24.4% 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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
AVB vs FN — 直观对比
营收规模更大
FN
是对方的1.5倍
$767.9M
营收增速更快
FN
高出32.2%
3.7%
净利率更高
AVB
高出9030.6%
9.9%
自由现金流更多
AVB
多$1.4B
$-5.3M
两年增速更快
FN
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.1B |
| 净利润 | $166.0M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 64.2% | 10.1% |
| 净利率 | 9040.6% | 9.9% |
| 营收同比 | 3.7% | 35.9% |
| 净利润同比 | -41.2% | 30.0% |
| 每股收益（稀释后） | $1.18 | $3.11 |
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AVBFN
| Q4 25 | $767.9M | $1.1B | ||
| Q3 25 | $766.8M | $978.1M | ||
| Q2 25 | $760.2M | $909.7M | ||
| Q1 25 | $745.9M | $871.8M | ||
| Q4 24 | $740.5M | $833.6M | ||
| Q3 24 | $734.3M | $804.2M | ||
| Q2 24 | $726.0M | $753.3M | ||
| Q1 24 | $712.9M | $731.5M |
净利润AVBFN
| Q4 25 | $166.0M | $112.6M | ||
| Q3 25 | $381.3M | $95.9M | ||
| Q2 25 | $268.7M | $87.2M | ||
| Q1 25 | $236.6M | $81.3M | ||
| Q4 24 | $282.1M | $86.6M | ||
| Q3 24 | $372.5M | $77.4M | ||
| Q2 24 | $253.9M | $81.1M | ||
| Q1 24 | $173.4M | $80.9M |
毛利率AVBFN
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% | ||
| Q1 24 | — | 12.4% |
营业利润率AVBFN
| Q4 25 | 64.2% | 10.1% | ||
| Q3 25 | 65.7% | 9.6% | ||
| Q2 25 | 67.6% | 9.8% | ||
| Q1 25 | 68.5% | 9.0% | ||
| Q4 24 | 63.1% | 9.5% | ||
| Q3 24 | 65.4% | 9.6% | ||
| Q2 24 | 66.6% | 9.7% | ||
| Q1 24 | 67.2% | 9.7% |
净利率AVBFN
| Q4 25 | 9040.6% | 9.9% | ||
| Q3 25 | 49.7% | 9.8% | ||
| Q2 25 | 35.3% | 9.6% | ||
| Q1 25 | 31.7% | 9.3% | ||
| Q4 24 | 38.1% | 10.4% | ||
| Q3 24 | 50.7% | 9.6% | ||
| Q2 24 | 35.0% | 10.8% | ||
| Q1 24 | 24.3% | 11.1% |
每股收益（稀释后）AVBFN
| Q4 25 | $1.18 | $3.11 | ||
| Q3 25 | $2.68 | $2.66 | ||
| Q2 25 | $1.88 | $2.41 | ||
| Q1 25 | $1.66 | $2.25 | ||
| Q4 24 | $1.99 | $2.38 | ||
| Q3 24 | $2.61 | $2.13 | ||
| Q2 24 | $1.78 | $2.22 | ||
| Q1 24 | $1.22 | $2.21 |
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 | $960.8M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $2.2B |
| 总资产 | $22.2B | $3.3B |
| 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AVBFN
| Q4 25 | $187.2M | $960.8M | ||
| Q3 25 | $123.3M | $968.8M | ||
| Q2 25 | $102.8M | $934.2M | ||
| Q1 25 | $53.3M | $950.7M | ||
| Q4 24 | $108.6M | $934.6M | ||
| Q3 24 | $552.4M | $908.9M | ||
| Q2 24 | $545.8M | $858.6M | ||
| Q1 24 | $287.9M | $794.0M |
总债务AVBFN
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBFN
| Q4 25 | $11.6B | $2.2B | ||
| Q3 25 | $11.9B | $2.1B | ||
| Q2 25 | $11.9B | $2.0B | ||
| Q1 25 | $11.9B | $1.9B | ||
| Q4 24 | $11.9B | $1.8B | ||
| Q3 24 | $11.9B | $1.8B | ||
| Q2 24 | $11.7B | $1.7B | ||
| Q1 24 | $11.7B | $1.7B |
总资产AVBFN
| Q4 25 | $22.2B | $3.3B | ||
| Q3 25 | $21.9B | $3.0B | ||
| Q2 25 | $21.8B | $2.8B | ||
| Q1 25 | $21.2B | $2.6B | ||
| Q4 24 | $21.0B | $2.5B | ||
| Q3 24 | $21.3B | $2.4B | ||
| Q2 24 | $21.0B | $2.3B | ||
| Q1 24 | $20.6B | $2.2B |
负债/权益比AVBFN
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $46.3M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-5.3M |
| 自由现金流率自由现金流/营收 | 183.5% | -0.5% |
| 资本支出强度资本支出/营收 | 34.1% | 4.6% |
| 现金转化率经营现金流/净利润 | 10.07× | 0.41× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $102.3M |
8季度趋势，按日历期对齐
经营现金流AVBFN
| Q4 25 | $1.7B | $46.3M | ||
| Q3 25 | $477.0M | $102.6M | ||
| Q2 25 | $377.8M | $55.1M | ||
| Q1 25 | $415.9M | $74.2M | ||
| Q4 24 | $1.6B | $115.9M | ||
| Q3 24 | $486.2M | $83.2M | ||
| Q2 24 | $380.0M | $83.1M | ||
| Q1 24 | $412.9M | $100.9M |
自由现金流AVBFN
| Q4 25 | $1.4B | $-5.3M | ||
| Q3 25 | $402.2M | $57.3M | ||
| Q2 25 | $317.1M | $4.7M | ||
| Q1 25 | $367.5M | $45.7M | ||
| Q4 24 | $1.4B | $94.0M | ||
| Q3 24 | $434.2M | $62.9M | ||
| Q2 24 | $333.0M | $70.4M | ||
| Q1 24 | $375.4M | $87.3M |
自由现金流率AVBFN
| Q4 25 | 183.5% | -0.5% | ||
| Q3 25 | 52.5% | 5.9% | ||
| Q2 25 | 41.7% | 0.5% | ||
| Q1 25 | 49.3% | 5.2% | ||
| Q4 24 | 191.0% | 11.3% | ||
| Q3 24 | 59.1% | 7.8% | ||
| Q2 24 | 45.9% | 9.3% | ||
| Q1 24 | 52.7% | 11.9% |
资本支出强度AVBFN
| Q4 25 | 34.1% | 4.6% | ||
| Q3 25 | 9.8% | 4.6% | ||
| Q2 25 | 8.0% | 5.5% | ||
| Q1 25 | 6.5% | 3.3% | ||
| Q4 24 | 26.1% | 2.6% | ||
| Q3 24 | 7.1% | 2.5% | ||
| Q2 24 | 6.5% | 1.7% | ||
| Q1 24 | 5.3% | 1.9% |
现金转化率AVBFN
| Q4 25 | 10.07× | 0.41× | ||
| Q3 25 | 1.25× | 1.07× | ||
| Q2 25 | 1.41× | 0.63× | ||
| Q1 25 | 1.76× | 0.91× | ||
| Q4 24 | 5.70× | 1.34× | ||
| Q3 24 | 1.31× | 1.07× | ||
| Q2 24 | 1.50× | 1.02× | ||
| Q1 24 | 2.38× | 1.25× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
