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AvalonBay Communities（AVB）与亨斯迈（HUN）财务数据对比。点击上方公司名可切换其他公司
亨斯迈的季度营收约是AvalonBay Communities的1.8倍（$1.4B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -7.1%，领先9047.7%），AvalonBay Communities同比增速更快（3.7% vs -6.7%），AvalonBay Communities自由现金流更多（$1.4B vs $19.0M），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。
亨斯迈公司是总部位于美国得克萨斯州伍德兰兹的全球化化工巨头，面向消费端与工业客户生产、销售各类化工产品，主营聚氨酯、高性能材料及胶粘剂，客户覆盖宝马、通用电气、雪佛龙、宝洁、联合利华等知名品牌。目前公司在全球25个国家设有60余处生产、研发及运营基地，员工约7000人。
AVB vs HUN — 直观对比
营收规模更大
HUN
是对方的1.8倍
$767.9M
营收增速更快
AVB
高出10.4%
-6.7%
净利率更高
AVB
高出9047.7%
-7.1%
自由现金流更多
AVB
多$1.4B
$19.0M
两年增速更快
AVB
近两年复合增速
-4.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.4B |
| 净利润 | $166.0M | $-96.0M |
| 毛利率 | — | 12.1% |
| 营业利润率 | 64.2% | -4.4% |
| 净利率 | 9040.6% | -7.1% |
| 营收同比 | 3.7% | -6.7% |
| 净利润同比 | -41.2% | 31.9% |
| 每股收益（稀释后） | $1.18 | $-0.56 |
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AVBHUN
| Q4 25 | $767.9M | $1.4B | ||
| Q3 25 | $766.8M | $1.5B | ||
| Q2 25 | $760.2M | $1.5B | ||
| Q1 25 | $745.9M | $1.4B | ||
| Q4 24 | $740.5M | $1.5B | ||
| Q3 24 | $734.3M | $1.5B | ||
| Q2 24 | $726.0M | $1.6B | ||
| Q1 24 | $712.9M | $1.5B |
净利润AVBHUN
| Q4 25 | $166.0M | $-96.0M | ||
| Q3 25 | $381.3M | $-25.0M | ||
| Q2 25 | $268.7M | $-158.0M | ||
| Q1 25 | $236.6M | $-5.0M | ||
| Q4 24 | $282.1M | $-141.0M | ||
| Q3 24 | $372.5M | $-33.0M | ||
| Q2 24 | $253.9M | $22.0M | ||
| Q1 24 | $173.4M | $-37.0M |
毛利率AVBHUN
| Q4 25 | — | 12.1% | ||
| Q3 25 | — | 14.0% | ||
| Q2 25 | — | 12.5% | ||
| Q1 25 | — | 14.3% | ||
| Q4 24 | — | 12.9% | ||
| Q3 24 | — | 15.2% | ||
| Q2 24 | — | 15.4% | ||
| Q1 24 | — | 13.7% |
营业利润率AVBHUN
| Q4 25 | 64.2% | -4.4% | ||
| Q3 25 | 65.7% | 0.4% | ||
| Q2 25 | 67.6% | -8.2% | ||
| Q1 25 | 68.5% | 3.0% | ||
| Q4 24 | 63.1% | -4.3% | ||
| Q3 24 | 65.4% | 2.7% | ||
| Q2 24 | 66.6% | 2.2% | ||
| Q1 24 | 67.2% | -2.6% |
净利率AVBHUN
| Q4 25 | 9040.6% | -7.1% | ||
| Q3 25 | 49.7% | -1.7% | ||
| Q2 25 | 35.3% | -10.8% | ||
| Q1 25 | 31.7% | -0.4% | ||
| Q4 24 | 38.1% | -9.7% | ||
| Q3 24 | 50.7% | -2.1% | ||
| Q2 24 | 35.0% | 1.4% | ||
| Q1 24 | 24.3% | -2.5% |
每股收益（稀释后）AVBHUN
| Q4 25 | $1.18 | $-0.56 | ||
| Q3 25 | $2.68 | $-0.14 | ||
| Q2 25 | $1.88 | $-0.92 | ||
| Q1 25 | $1.66 | $-0.03 | ||
| Q4 24 | $1.99 | $-0.82 | ||
| Q3 24 | $2.61 | $-0.19 | ||
| Q2 24 | $1.78 | $0.13 | ||
| Q1 24 | $1.22 | $-0.22 |
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 | $429.0M |
| 总债务越低越好 | $9.3B | $2.0B |
| 股东权益账面价值 | $11.6B | $2.8B |
| 总资产 | $22.2B | $7.0B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.73× |
8季度趋势，按日历期对齐
现金及短期投资AVBHUN
| Q4 25 | $187.2M | $429.0M | ||
| Q3 25 | $123.3M | $468.0M | ||
| Q2 25 | $102.8M | $399.0M | ||
| Q1 25 | $53.3M | $334.0M | ||
| Q4 24 | $108.6M | $340.0M | ||
| Q3 24 | $552.4M | $330.0M | ||
| Q2 24 | $545.8M | $335.0M | ||
| Q1 24 | $287.9M | $552.0M |
总债务AVBHUN
| Q4 25 | $9.3B | $2.0B | ||
| Q3 25 | $8.7B | $2.0B | ||
| Q2 25 | $8.7B | $2.0B | ||
| Q1 25 | $8.3B | $2.0B | ||
| Q4 24 | $8.1B | $1.8B | ||
| Q3 24 | $8.4B | $1.9B | ||
| Q2 24 | $8.4B | $1.9B | ||
| Q1 24 | $8.0B | $2.1B |
股东权益AVBHUN
| Q4 25 | $11.6B | $2.8B | ||
| Q3 25 | $11.9B | $2.8B | ||
| Q2 25 | $11.9B | $2.8B | ||
| Q1 25 | $11.9B | $3.0B | ||
| Q4 24 | $11.9B | $3.0B | ||
| Q3 24 | $11.9B | $3.1B | ||
| Q2 24 | $11.7B | $3.1B | ||
| Q1 24 | $11.7B | $3.2B |
总资产AVBHUN
| Q4 25 | $22.2B | $7.0B | ||
| Q3 25 | $21.9B | $7.1B | ||
| Q2 25 | $21.8B | $7.1B | ||
| Q1 25 | $21.2B | $7.2B | ||
| Q4 24 | $21.0B | $7.1B | ||
| Q3 24 | $21.3B | $7.3B | ||
| Q2 24 | $21.0B | $7.3B | ||
| Q1 24 | $20.6B | $7.6B |
负债/权益比AVBHUN
| Q4 25 | 0.80× | 0.73× | ||
| Q3 25 | 0.73× | 0.73× | ||
| Q2 25 | 0.72× | 0.72× | ||
| Q1 25 | 0.70× | 0.66× | ||
| Q4 24 | 0.68× | 0.62× | ||
| Q3 24 | 0.70× | 0.60× | ||
| Q2 24 | 0.71× | 0.62× | ||
| Q1 24 | 0.68× | 0.65× |
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 | $76.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $19.0M |
| 自由现金流率自由现金流/营收 | 183.5% | 1.4% |
| 资本支出强度资本支出/营收 | 34.1% | 4.2% |
| 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 | $116.0M |
8季度趋势，按日历期对齐
经营现金流AVBHUN
| Q4 25 | $1.7B | $76.0M | ||
| Q3 25 | $477.0M | $196.0M | ||
| Q2 25 | $377.8M | $91.0M | ||
| Q1 25 | $415.9M | $-74.0M | ||
| Q4 24 | $1.6B | $153.0M | ||
| Q3 24 | $486.2M | $129.0M | ||
| Q2 24 | $380.0M | $46.0M | ||
| Q1 24 | $412.9M | $-65.0M |
自由现金流AVBHUN
| Q4 25 | $1.4B | $19.0M | ||
| Q3 25 | $402.2M | $153.0M | ||
| Q2 25 | $317.1M | $54.0M | ||
| Q1 25 | $367.5M | $-110.0M | ||
| Q4 24 | $1.4B | $102.0M | ||
| Q3 24 | $434.2M | $88.0M | ||
| Q2 24 | $333.0M | $-4.0M | ||
| Q1 24 | $375.4M | $-107.0M |
自由现金流率AVBHUN
| Q4 25 | 183.5% | 1.4% | ||
| Q3 25 | 52.5% | 10.5% | ||
| Q2 25 | 41.7% | 3.7% | ||
| Q1 25 | 49.3% | -7.8% | ||
| Q4 24 | 191.0% | 7.0% | ||
| Q3 24 | 59.1% | 5.7% | ||
| Q2 24 | 45.9% | -0.3% | ||
| Q1 24 | 52.7% | -7.3% |
资本支出强度AVBHUN
| Q4 25 | 34.1% | 4.2% | ||
| Q3 25 | 9.8% | 2.9% | ||
| Q2 25 | 8.0% | 2.5% | ||
| Q1 25 | 6.5% | 2.6% | ||
| Q4 24 | 26.1% | 3.5% | ||
| Q3 24 | 7.1% | 2.7% | ||
| Q2 24 | 6.5% | 3.2% | ||
| Q1 24 | 5.3% | 2.9% |
现金转化率AVBHUN
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | 2.09× | ||
| Q1 24 | 2.38× | — |
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
HUN
| Diversified | $897.0M | 66% |
| Specialty | $231.0M | 17% |
| Performance Products | $113.0M | 8% |
| Advanced Materials | $61.0M | 5% |
| Related Party Customers | $19.0M | 1% |
| Other | $12.0M | 1% |
