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AvalonBay Communities（AVB）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.4倍（$767.9M vs $566.0M），AvalonBay Communities净利率更高（9040.6% vs -1.4%，领先9042.0%），AvalonBay Communities同比增速更快（3.7% vs -16.9%），AvalonBay Communities自由现金流更多（$1.4B vs $-8.0M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
AVB vs LPX — 直观对比
营收规模更大
AVB
是对方的1.4倍
$566.0M
营收增速更快
AVB
高出20.6%
-16.9%
净利率更高
AVB
高出9042.0%
-1.4%
自由现金流更多
AVB
多$1.4B
$-8.0M
两年增速更快
AVB
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $566.0M |
| 净利润 | $166.0M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | 64.2% | -1.6% |
| 净利率 | 9040.6% | -1.4% |
| 营收同比 | 3.7% | -16.9% |
| 净利润同比 | -41.2% | -112.9% |
| 每股收益（稀释后） | $1.18 | $-0.12 |
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AVBLPX
| Q4 25 | $767.9M | $566.0M | ||
| Q3 25 | $766.8M | $663.0M | ||
| Q2 25 | $760.2M | $755.0M | ||
| Q1 25 | $745.9M | $724.0M | ||
| Q4 24 | $740.5M | $681.0M | ||
| Q3 24 | $734.3M | $722.0M | ||
| Q2 24 | $726.0M | $814.0M | ||
| Q1 24 | $712.9M | $724.0M |
净利润AVBLPX
| Q4 25 | $166.0M | $-8.0M | ||
| Q3 25 | $381.3M | $9.0M | ||
| Q2 25 | $268.7M | $54.0M | ||
| Q1 25 | $236.6M | $91.0M | ||
| Q4 24 | $282.1M | $62.0M | ||
| Q3 24 | $372.5M | $90.0M | ||
| Q2 24 | $253.9M | $160.0M | ||
| Q1 24 | $173.4M | $108.0M |
毛利率AVBLPX
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% | ||
| Q1 24 | — | 29.6% |
营业利润率AVBLPX
| Q4 25 | 64.2% | -1.6% | ||
| Q3 25 | 65.7% | 2.7% | ||
| Q2 25 | 67.6% | 10.6% | ||
| Q1 25 | 68.5% | 16.6% | ||
| Q4 24 | 63.1% | 11.0% | ||
| Q3 24 | 65.4% | 16.1% | ||
| Q2 24 | 66.6% | 23.8% | ||
| Q1 24 | 67.2% | 20.0% |
净利率AVBLPX
| Q4 25 | 9040.6% | -1.4% | ||
| Q3 25 | 49.7% | 1.4% | ||
| Q2 25 | 35.3% | 7.2% | ||
| Q1 25 | 31.7% | 12.6% | ||
| Q4 24 | 38.1% | 9.1% | ||
| Q3 24 | 50.7% | 12.5% | ||
| Q2 24 | 35.0% | 19.7% | ||
| Q1 24 | 24.3% | 14.9% |
每股收益（稀释后）AVBLPX
| Q4 25 | $1.18 | $-0.12 | ||
| Q3 25 | $2.68 | $0.13 | ||
| Q2 25 | $1.88 | $0.77 | ||
| Q1 25 | $1.66 | $1.30 | ||
| Q4 24 | $1.99 | $0.90 | ||
| Q3 24 | $2.61 | $1.28 | ||
| Q2 24 | $1.78 | $2.23 | ||
| Q1 24 | $1.22 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $9.3B | $348.0M |
| 股东权益账面价值 | $11.6B | $1.7B |
| 总资产 | $22.2B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AVBLPX
| Q4 25 | $187.2M | $292.0M | ||
| Q3 25 | $123.3M | $316.0M | ||
| Q2 25 | $102.8M | $333.0M | ||
| Q1 25 | $53.3M | $256.0M | ||
| Q4 24 | $108.6M | $340.0M | ||
| Q3 24 | $552.4M | $346.0M | ||
| Q2 24 | $545.8M | $317.0M | ||
| Q1 24 | $287.9M | $244.0M |
总债务AVBLPX
| Q4 25 | $9.3B | $348.0M | ||
| Q3 25 | $8.7B | $348.0M | ||
| Q2 25 | $8.7B | $348.0M | ||
| Q1 25 | $8.3B | $348.0M | ||
| Q4 24 | $8.1B | $348.0M | ||
| Q3 24 | $8.4B | $347.0M | ||
| Q2 24 | $8.4B | $347.0M | ||
| Q1 24 | $8.0B | $347.0M |
股东权益AVBLPX
| Q4 25 | $11.6B | $1.7B | ||
| Q3 25 | $11.9B | $1.7B | ||
| Q2 25 | $11.9B | $1.7B | ||
| Q1 25 | $11.9B | $1.7B | ||
| Q4 24 | $11.9B | $1.7B | ||
| Q3 24 | $11.9B | $1.7B | ||
| Q2 24 | $11.7B | $1.7B | ||
| Q1 24 | $11.7B | $1.6B |
总资产AVBLPX
| Q4 25 | $22.2B | $2.6B | ||
| Q3 25 | $21.9B | $2.6B | ||
| Q2 25 | $21.8B | $2.7B | ||
| Q1 25 | $21.2B | $2.6B | ||
| Q4 24 | $21.0B | $2.6B | ||
| Q3 24 | $21.3B | $2.6B | ||
| Q2 24 | $21.0B | $2.5B | ||
| Q1 24 | $20.6B | $2.5B |
负债/权益比AVBLPX
| Q4 25 | 0.80× | 0.20× | ||
| Q3 25 | 0.73× | 0.20× | ||
| Q2 25 | 0.72× | 0.20× | ||
| Q1 25 | 0.70× | 0.21× | ||
| Q4 24 | 0.68× | 0.21× | ||
| Q3 24 | 0.70× | 0.21× | ||
| Q2 24 | 0.71× | 0.21× | ||
| Q1 24 | 0.68× | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-8.0M |
| 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% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流AVBLPX
| Q4 25 | $1.7B | $67.0M | ||
| Q3 25 | $477.0M | $89.0M | ||
| Q2 25 | $377.8M | $162.0M | ||
| Q1 25 | $415.9M | $64.0M | ||
| Q4 24 | $1.6B | $105.0M | ||
| Q3 24 | $486.2M | $183.0M | ||
| Q2 24 | $380.0M | $212.0M | ||
| Q1 24 | $412.9M | $105.0M |
自由现金流AVBLPX
| Q4 25 | $1.4B | $-8.0M | ||
| Q3 25 | $402.2M | $5.0M | ||
| Q2 25 | $317.1M | $94.0M | ||
| Q1 25 | $367.5M | $0 | ||
| Q4 24 | $1.4B | $43.0M | ||
| Q3 24 | $434.2M | $139.0M | ||
| Q2 24 | $333.0M | $176.0M | ||
| Q1 24 | $375.4M | $64.0M |
自由现金流率AVBLPX
| Q4 25 | 183.5% | -1.4% | ||
| Q3 25 | 52.5% | 0.8% | ||
| Q2 25 | 41.7% | 12.5% | ||
| Q1 25 | 49.3% | 0.0% | ||
| Q4 24 | 191.0% | 6.3% | ||
| Q3 24 | 59.1% | 19.3% | ||
| Q2 24 | 45.9% | 21.6% | ||
| Q1 24 | 52.7% | 8.8% |
资本支出强度AVBLPX
| Q4 25 | 34.1% | 13.3% | ||
| Q3 25 | 9.8% | 12.7% | ||
| Q2 25 | 8.0% | 9.0% | ||
| Q1 25 | 6.5% | 8.8% | ||
| Q4 24 | 26.1% | 9.1% | ||
| Q3 24 | 7.1% | 6.1% | ||
| Q2 24 | 6.5% | 4.4% | ||
| Q1 24 | 5.3% | 5.7% |
现金转化率AVBLPX
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | 9.89× | ||
| Q2 25 | 1.41× | 3.00× | ||
| Q1 25 | 1.76× | 0.70× | ||
| Q4 24 | 5.70× | 1.69× | ||
| Q3 24 | 1.31× | 2.03× | ||
| Q2 24 | 1.50× | 1.32× | ||
| Q1 24 | 2.38× | 0.97× |
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
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
