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AvalonBay Communities（AVB）与LCI INDUSTRIES（LCII）财务数据对比。点击上方公司名可切换其他公司
LCI INDUSTRIES的季度营收约是AvalonBay Communities的1.2倍（$932.7M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 2.0%，领先9038.6%），LCI INDUSTRIES同比增速更快（16.1% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $64.3M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
AVB vs LCII — 直观对比
营收规模更大
LCII
是对方的1.2倍
$767.9M
营收增速更快
LCII
高出12.4%
3.7%
净利率更高
AVB
高出9038.6%
2.0%
自由现金流更多
AVB
多$1.3B
$64.3M
两年增速更快
AVB
近两年复合增速
-1.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $932.7M |
| 净利润 | $166.0M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | 64.2% | 3.8% |
| 净利率 | 9040.6% | 2.0% |
| 营收同比 | 3.7% | 16.1% |
| 净利润同比 | -41.2% | 95.7% |
| 每股收益（稀释后） | $1.18 | $0.79 |
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AVBLCII
| Q4 25 | $767.9M | $932.7M | ||
| Q3 25 | $766.8M | $1.0B | ||
| Q2 25 | $760.2M | $1.1B | ||
| Q1 25 | $745.9M | $1.0B | ||
| Q4 24 | $740.5M | $803.1M | ||
| Q3 24 | $734.3M | $915.5M | ||
| Q2 24 | $726.0M | $1.1B | ||
| Q1 24 | $712.9M | $968.0M |
净利润AVBLCII
| Q4 25 | $166.0M | $18.7M | ||
| Q3 25 | $381.3M | $62.5M | ||
| Q2 25 | $268.7M | $57.6M | ||
| Q1 25 | $236.6M | $49.4M | ||
| Q4 24 | $282.1M | $9.5M | ||
| Q3 24 | $372.5M | $35.6M | ||
| Q2 24 | $253.9M | $61.2M | ||
| Q1 24 | $173.4M | $36.5M |
毛利率AVBLCII
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% | ||
| Q1 24 | — | 23.1% |
营业利润率AVBLCII
| Q4 25 | 64.2% | 3.8% | ||
| Q3 25 | 65.7% | 7.3% | ||
| Q2 25 | 67.6% | 7.9% | ||
| Q1 25 | 68.5% | 7.8% | ||
| Q4 24 | 63.1% | 2.0% | ||
| Q3 24 | 65.4% | 5.9% | ||
| Q2 24 | 66.6% | 8.6% | ||
| Q1 24 | 67.2% | 6.0% |
净利率AVBLCII
| Q4 25 | 9040.6% | 2.0% | ||
| Q3 25 | 49.7% | 6.0% | ||
| Q2 25 | 35.3% | 5.2% | ||
| Q1 25 | 31.7% | 4.7% | ||
| Q4 24 | 38.1% | 1.2% | ||
| Q3 24 | 50.7% | 3.9% | ||
| Q2 24 | 35.0% | 5.8% | ||
| Q1 24 | 24.3% | 3.8% |
每股收益（稀释后）AVBLCII
| Q4 25 | $1.18 | $0.79 | ||
| Q3 25 | $2.68 | $2.55 | ||
| Q2 25 | $1.88 | $2.29 | ||
| Q1 25 | $1.66 | $1.94 | ||
| Q4 24 | $1.99 | $0.37 | ||
| Q3 24 | $2.61 | $1.39 | ||
| Q2 24 | $1.78 | $2.40 | ||
| Q1 24 | $1.22 | $1.44 |
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 | $222.6M |
| 总债务越低越好 | $9.3B | $945.2M |
| 股东权益账面价值 | $11.6B | $1.4B |
| 总资产 | $22.2B | $3.2B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AVBLCII
| Q4 25 | $187.2M | $222.6M | ||
| Q3 25 | $123.3M | $199.7M | ||
| Q2 25 | $102.8M | $191.9M | ||
| Q1 25 | $53.3M | $231.2M | ||
| Q4 24 | $108.6M | $165.8M | ||
| Q3 24 | $552.4M | $161.2M | ||
| Q2 24 | $545.8M | $130.4M | ||
| Q1 24 | $287.9M | $22.6M |
总债务AVBLCII
| Q4 25 | $9.3B | $945.2M | ||
| Q3 25 | $8.7B | $947.8M | ||
| Q2 25 | $8.7B | $948.0M | ||
| Q1 25 | $8.3B | $938.3M | ||
| Q4 24 | $8.1B | $757.3M | ||
| Q3 24 | $8.4B | $822.5M | ||
| Q2 24 | $8.4B | $829.7M | ||
| Q1 24 | $8.0B | $855.3M |
股东权益AVBLCII
| Q4 25 | $11.6B | $1.4B | ||
| Q3 25 | $11.9B | $1.4B | ||
| Q2 25 | $11.9B | $1.4B | ||
| Q1 25 | $11.9B | $1.4B | ||
| Q4 24 | $11.9B | $1.4B | ||
| Q3 24 | $11.9B | $1.4B | ||
| Q2 24 | $11.7B | $1.4B | ||
| Q1 24 | $11.7B | $1.4B |
总资产AVBLCII
| Q4 25 | $22.2B | $3.2B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.2B | ||
| Q1 25 | $21.2B | $3.1B | ||
| Q4 24 | $21.0B | $2.9B | ||
| Q3 24 | $21.3B | $3.0B | ||
| Q2 24 | $21.0B | $3.0B | ||
| Q1 24 | $20.6B | $3.0B |
负债/权益比AVBLCII
| Q4 25 | 0.80× | 0.69× | ||
| Q3 25 | 0.73× | 0.70× | ||
| Q2 25 | 0.72× | 0.68× | ||
| Q1 25 | 0.70× | 0.69× | ||
| Q4 24 | 0.68× | 0.55× | ||
| Q3 24 | 0.70× | 0.58× | ||
| Q2 24 | 0.71× | 0.60× | ||
| Q1 24 | 0.68× | 0.63× |
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 | $78.9M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $64.3M |
| 自由现金流率自由现金流/营收 | 183.5% | 6.9% |
| 资本支出强度资本支出/营收 | 34.1% | 1.6% |
| 现金转化率经营现金流/净利润 | 10.07× | 4.22× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $278.3M |
8季度趋势，按日历期对齐
经营现金流AVBLCII
| Q4 25 | $1.7B | $78.9M | ||
| Q3 25 | $477.0M | $97.2M | ||
| Q2 25 | $377.8M | $112.2M | ||
| Q1 25 | $415.9M | $42.7M | ||
| Q4 24 | $1.6B | $106.6M | ||
| Q3 24 | $486.2M | $78.4M | ||
| Q2 24 | $380.0M | $192.9M | ||
| Q1 24 | $412.9M | $-7.7M |
自由现金流AVBLCII
| Q4 25 | $1.4B | $64.3M | ||
| Q3 25 | $402.2M | $80.9M | ||
| Q2 25 | $317.1M | $99.5M | ||
| Q1 25 | $367.5M | $33.7M | ||
| Q4 24 | $1.4B | $95.7M | ||
| Q3 24 | $434.2M | $68.3M | ||
| Q2 24 | $333.0M | $180.2M | ||
| Q1 24 | $375.4M | $-16.3M |
自由现金流率AVBLCII
| Q4 25 | 183.5% | 6.9% | ||
| Q3 25 | 52.5% | 7.8% | ||
| Q2 25 | 41.7% | 9.0% | ||
| Q1 25 | 49.3% | 3.2% | ||
| Q4 24 | 191.0% | 11.9% | ||
| Q3 24 | 59.1% | 7.5% | ||
| Q2 24 | 45.9% | 17.1% | ||
| Q1 24 | 52.7% | -1.7% |
资本支出强度AVBLCII
| Q4 25 | 34.1% | 1.6% | ||
| Q3 25 | 9.8% | 1.6% | ||
| Q2 25 | 8.0% | 1.2% | ||
| Q1 25 | 6.5% | 0.9% | ||
| Q4 24 | 26.1% | 1.4% | ||
| Q3 24 | 7.1% | 1.1% | ||
| Q2 24 | 6.5% | 1.2% | ||
| Q1 24 | 5.3% | 0.9% |
现金转化率AVBLCII
| Q4 25 | 10.07× | 4.22× | ||
| Q3 25 | 1.25× | 1.55× | ||
| Q2 25 | 1.41× | 1.95× | ||
| Q1 25 | 1.76× | 0.86× | ||
| Q4 24 | 5.70× | 11.17× | ||
| Q3 24 | 1.31× | 2.20× | ||
| Q2 24 | 1.50× | 3.15× | ||
| Q1 24 | 2.38× | -0.21× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
