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AvalonBay Communities（AVB）与爵士制药（JAZZ）财务数据对比。点击上方公司名可切换其他公司
爵士制药的季度营收约是AvalonBay Communities的1.6倍（$1.2B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 17.0%，领先9023.6%），爵士制药同比增速更快（10.1% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $345.8M），过去两年爵士制药的营收复合增速更高（15.2% 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。
爵士制药是一家全球性生物制药企业，核心业务聚焦肿瘤学与神经科学两大领域，2003年在美国加利福尼亚州成立，当前总部坐落于爱尔兰首都都柏林。
AVB vs JAZZ — 直观对比
营收规模更大
JAZZ
是对方的1.6倍
$767.9M
营收增速更快
JAZZ
高出6.4%
3.7%
净利率更高
AVB
高出9023.6%
17.0%
自由现金流更多
AVB
多$1.1B
$345.8M
两年增速更快
JAZZ
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.2B |
| 净利润 | $166.0M | $203.5M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | 21.2% |
| 净利率 | 9040.6% | 17.0% |
| 营收同比 | 3.7% | 10.1% |
| 净利润同比 | -41.2% | 6.5% |
| 每股收益（稀释后） | $1.18 | $3.34 |
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AVBJAZZ
| Q4 25 | $767.9M | $1.2B | ||
| Q3 25 | $766.8M | $1.1B | ||
| Q2 25 | $760.2M | $1.0B | ||
| Q1 25 | $745.9M | $897.8M | ||
| Q4 24 | $740.5M | $1.1B | ||
| Q3 24 | $734.3M | $1.1B | ||
| Q2 24 | $726.0M | $1.0B | ||
| Q1 24 | $712.9M | $902.0M |
净利润AVBJAZZ
| Q4 25 | $166.0M | $203.5M | ||
| Q3 25 | $381.3M | $251.4M | ||
| Q2 25 | $268.7M | $-718.5M | ||
| Q1 25 | $236.6M | $-92.5M | ||
| Q4 24 | $282.1M | $191.1M | ||
| Q3 24 | $372.5M | $215.1M | ||
| Q2 24 | $253.9M | $168.6M | ||
| Q1 24 | $173.4M | $-14.6M |
营业利润率AVBJAZZ
| Q4 25 | 64.2% | 21.2% | ||
| Q3 25 | 65.7% | 5.1% | ||
| Q2 25 | 67.6% | -65.6% | ||
| Q1 25 | 68.5% | -6.2% | ||
| Q4 24 | 63.1% | 17.5% | ||
| Q3 24 | 65.4% | 24.7% | ||
| Q2 24 | 66.6% | 19.5% | ||
| Q1 24 | 67.2% | 7.3% |
净利率AVBJAZZ
| Q4 25 | 9040.6% | 17.0% | ||
| Q3 25 | 49.7% | 22.3% | ||
| Q2 25 | 35.3% | -68.7% | ||
| Q1 25 | 31.7% | -10.3% | ||
| Q4 24 | 38.1% | 17.6% | ||
| Q3 24 | 50.7% | 20.4% | ||
| Q2 24 | 35.0% | 16.5% | ||
| Q1 24 | 24.3% | -1.6% |
每股收益（稀释后）AVBJAZZ
| Q4 25 | $1.18 | $3.34 | ||
| Q3 25 | $2.68 | $4.08 | ||
| Q2 25 | $1.88 | $-11.74 | ||
| Q1 25 | $1.66 | $-1.52 | ||
| Q4 24 | $1.99 | $2.97 | ||
| Q3 24 | $2.61 | $3.42 | ||
| Q2 24 | $1.78 | $2.49 | ||
| Q1 24 | $1.22 | $-0.23 |
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 | $1.4B |
| 总债务越低越好 | $9.3B | $5.4B |
| 股东权益账面价值 | $11.6B | $4.3B |
| 总资产 | $22.2B | $11.7B |
| 负债/权益比越低杠杆越低 | 0.80× | 1.24× |
8季度趋势，按日历期对齐
现金及短期投资AVBJAZZ
| Q4 25 | $187.2M | $1.4B | ||
| Q3 25 | $123.3M | $1.3B | ||
| Q2 25 | $102.8M | $1.2B | ||
| Q1 25 | $53.3M | $1.9B | ||
| Q4 24 | $108.6M | $2.4B | ||
| Q3 24 | $552.4M | $2.2B | ||
| Q2 24 | $545.8M | $1.4B | ||
| Q1 24 | $287.9M | $1.4B |
总债务AVBJAZZ
| Q4 25 | $9.3B | $5.4B | ||
| Q3 25 | $8.7B | $5.4B | ||
| Q2 25 | $8.7B | $5.4B | ||
| Q1 25 | $8.3B | $5.4B | ||
| Q4 24 | $8.1B | $6.1B | ||
| Q3 24 | $8.4B | $6.1B | ||
| Q2 24 | $8.4B | $5.7B | ||
| Q1 24 | $8.0B | $5.7B |
股东权益AVBJAZZ
| Q4 25 | $11.6B | $4.3B | ||
| Q3 25 | $11.9B | $4.0B | ||
| Q2 25 | $11.9B | $3.7B | ||
| Q1 25 | $11.9B | $4.2B | ||
| Q4 24 | $11.9B | $4.1B | ||
| Q3 24 | $11.9B | $4.2B | ||
| Q2 24 | $11.7B | $3.8B | ||
| Q1 24 | $11.7B | $3.7B |
总资产AVBJAZZ
| Q4 25 | $22.2B | $11.7B | ||
| Q3 25 | $21.9B | $11.4B | ||
| Q2 25 | $21.8B | $10.9B | ||
| Q1 25 | $21.2B | $11.5B | ||
| Q4 24 | $21.0B | $12.0B | ||
| Q3 24 | $21.3B | $12.3B | ||
| Q2 24 | $21.0B | $11.4B | ||
| Q1 24 | $20.6B | $11.3B |
负债/权益比AVBJAZZ
| Q4 25 | 0.80× | 1.24× | ||
| Q3 25 | 0.73× | 1.35× | ||
| Q2 25 | 0.72× | 1.45× | ||
| Q1 25 | 0.70× | 1.29× | ||
| Q4 24 | 0.68× | 1.49× | ||
| Q3 24 | 0.70× | 1.47× | ||
| Q2 24 | 0.71× | 1.52× | ||
| Q1 24 | 0.68× | 1.54× |
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 | $362.5M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $345.8M |
| 自由现金流率自由现金流/营收 | 183.5% | 28.9% |
| 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× | 1.78× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $1.3B |
8季度趋势，按日历期对齐
经营现金流AVBJAZZ
| Q4 25 | $1.7B | $362.5M | ||
| Q3 25 | $477.0M | $474.6M | ||
| Q2 25 | $377.8M | $88.9M | ||
| Q1 25 | $415.9M | $429.8M | ||
| Q4 24 | $1.6B | $398.6M | ||
| Q3 24 | $486.2M | $398.7M | ||
| Q2 24 | $380.0M | $331.4M | ||
| Q1 24 | $412.9M | $267.2M |
自由现金流AVBJAZZ
| Q4 25 | $1.4B | $345.8M | ||
| Q3 25 | $402.2M | $459.4M | ||
| Q2 25 | $317.1M | $75.9M | ||
| Q1 25 | $367.5M | $415.9M | ||
| Q4 24 | $1.4B | $385.3M | ||
| Q3 24 | $434.2M | $388.0M | ||
| Q2 24 | $333.0M | $324.3M | ||
| Q1 24 | $375.4M | $260.3M |
自由现金流率AVBJAZZ
| Q4 25 | 183.5% | 28.9% | ||
| Q3 25 | 52.5% | 40.8% | ||
| Q2 25 | 41.7% | 7.3% | ||
| Q1 25 | 49.3% | 46.3% | ||
| Q4 24 | 191.0% | 35.4% | ||
| Q3 24 | 59.1% | 36.8% | ||
| Q2 24 | 45.9% | 31.7% | ||
| Q1 24 | 52.7% | 28.9% |
资本支出强度AVBJAZZ
| Q4 25 | 34.1% | 1.4% | ||
| Q3 25 | 9.8% | 1.3% | ||
| Q2 25 | 8.0% | 1.2% | ||
| Q1 25 | 6.5% | 1.5% | ||
| Q4 24 | 26.1% | 1.2% | ||
| Q3 24 | 7.1% | 1.0% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 5.3% | 0.8% |
现金转化率AVBJAZZ
| Q4 25 | 10.07× | 1.78× | ||
| Q3 25 | 1.25× | 1.89× | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | 2.09× | ||
| Q3 24 | 1.31× | 1.85× | ||
| Q2 24 | 1.50× | 1.97× | ||
| 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
JAZZ
| Xywav | $465.5M | 39% |
| Total Oncology | $337.8M | 28% |
| Rylaze Enrylaze | $108.2M | 9% |
| Zepzelca | $90.4M | 8% |
| Product And Services Royalties And Contract Revenue | $65.5M | 5% |
| High Sodium AG Oxybate Product Royalty Revenue | $55.7M | 5% |
| Xyrem | $37.8M | 3% |
| Vyxeos | $34.7M | 3% |
| Ziihera | $8.5M | 1% |
| Other Products | $2.8M | 0% |
| Sativex | $1.5M | 0% |
