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AvalonBay Communities（AVB）与摩丁制造（MOD）财务数据对比。点击上方公司名可切换其他公司
摩丁制造的季度营收约是AvalonBay Communities的1.0倍（$805.0M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -5.9%，领先9046.5%），摩丁制造同比增速更快（30.5% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $-17.1M），过去两年摩丁制造的营收复合增速更高（15.5% 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。
摩丁制造是1916年成立于美国的热管理企业。创始人亚瑟·B·摩丁获拖拉机Spirex散热器专利后创立公司，曾为福特T型车生产Turbotube散热器，1941年在威斯康星州拉辛建成全球首个车用风洞，二战期间为P-51野马战斗机供应后冷却器。
AVB vs MOD — 直观对比
营收规模更大
MOD
是对方的1.0倍
$767.9M
营收增速更快
MOD
高出26.8%
3.7%
净利率更高
AVB
高出9046.5%
-5.9%
自由现金流更多
AVB
多$1.4B
$-17.1M
两年增速更快
MOD
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $805.0M |
| 净利润 | $166.0M | $-47.4M |
| 毛利率 | — | 23.1% |
| 营业利润率 | 64.2% | 11.1% |
| 净利率 | 9040.6% | -5.9% |
| 营收同比 | 3.7% | 30.5% |
| 净利润同比 | -41.2% | -215.6% |
| 每股收益（稀释后） | $1.18 | $-0.90 |
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AVBMOD
| Q4 25 | $767.9M | $805.0M | ||
| Q3 25 | $766.8M | $738.9M | ||
| Q2 25 | $760.2M | $682.8M | ||
| Q1 25 | $745.9M | $647.2M | ||
| Q4 24 | $740.5M | $616.8M | ||
| Q3 24 | $734.3M | $658.0M | ||
| Q2 24 | $726.0M | $661.5M | ||
| Q1 24 | $712.9M | $603.5M |
净利润AVBMOD
| Q4 25 | $166.0M | $-47.4M | ||
| Q3 25 | $381.3M | $44.4M | ||
| Q2 25 | $268.7M | $51.2M | ||
| Q1 25 | $236.6M | $49.6M | ||
| Q4 24 | $282.1M | $41.0M | ||
| Q3 24 | $372.5M | $46.1M | ||
| Q2 24 | $253.9M | $47.3M | ||
| Q1 24 | $173.4M | $25.8M |
毛利率AVBMOD
| Q4 25 | — | 23.1% | ||
| Q3 25 | — | 22.3% | ||
| Q2 25 | — | 24.2% | ||
| Q1 25 | — | 25.6% | ||
| Q4 24 | — | 24.3% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.6% | ||
| Q1 24 | — | 22.4% |
营业利润率AVBMOD
| Q4 25 | 64.2% | 11.1% | ||
| Q3 25 | 65.7% | 9.9% | ||
| Q2 25 | 67.6% | 11.1% | ||
| Q1 25 | 68.5% | 11.5% | ||
| Q4 24 | 63.1% | 9.6% | ||
| Q3 24 | 65.4% | 11.4% | ||
| Q2 24 | 66.6% | 11.2% | ||
| Q1 24 | 67.2% | 7.8% |
净利率AVBMOD
| Q4 25 | 9040.6% | -5.9% | ||
| Q3 25 | 49.7% | 6.0% | ||
| Q2 25 | 35.3% | 7.5% | ||
| Q1 25 | 31.7% | 7.7% | ||
| Q4 24 | 38.1% | 6.6% | ||
| Q3 24 | 50.7% | 7.0% | ||
| Q2 24 | 35.0% | 7.2% | ||
| Q1 24 | 24.3% | 4.3% |
每股收益（稀释后）AVBMOD
| Q4 25 | $1.18 | $-0.90 | ||
| Q3 25 | $2.68 | $0.83 | ||
| Q2 25 | $1.88 | $0.95 | ||
| Q1 25 | $1.66 | $0.92 | ||
| Q4 24 | $1.99 | $0.76 | ||
| Q3 24 | $2.61 | $0.86 | ||
| Q2 24 | $1.78 | $0.88 | ||
| Q1 24 | $1.22 | $0.48 |
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 | $98.7M |
| 总债务越低越好 | $9.3B | $570.7M |
| 股东权益账面价值 | $11.6B | $1.1B |
| 总资产 | $22.2B | $2.5B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.51× |
8季度趋势，按日历期对齐
现金及短期投资AVBMOD
| Q4 25 | $187.2M | $98.7M | ||
| Q3 25 | $123.3M | $83.8M | ||
| Q2 25 | $102.8M | $124.5M | ||
| Q1 25 | $53.3M | $71.6M | ||
| Q4 24 | $108.6M | $83.8M | ||
| Q3 24 | $552.4M | $78.6M | ||
| Q2 24 | $545.8M | $72.9M | ||
| Q1 24 | $287.9M | $60.1M |
总债务AVBMOD
| Q4 25 | $9.3B | $570.7M | ||
| Q3 25 | $8.7B | $525.8M | ||
| Q2 25 | $8.7B | $482.1M | ||
| Q1 25 | $8.3B | $296.7M | ||
| Q4 24 | $8.1B | $330.0M | ||
| Q3 24 | $8.4B | $359.1M | ||
| Q2 24 | $8.4B | $405.7M | ||
| Q1 24 | $8.0B | $399.9M |
股东权益AVBMOD
| Q4 25 | $11.6B | $1.1B | ||
| Q3 25 | $11.9B | $1.1B | ||
| Q2 25 | $11.9B | $1.0B | ||
| Q1 25 | $11.9B | $910.2M | ||
| Q4 24 | $11.9B | $855.1M | ||
| Q3 24 | $11.9B | $858.8M | ||
| Q2 24 | $11.7B | $788.4M | ||
| Q1 24 | $11.7B | $747.6M |
总资产AVBMOD
| Q4 25 | $22.2B | $2.5B | ||
| Q3 25 | $21.9B | $2.4B | ||
| Q2 25 | $21.8B | $2.2B | ||
| Q1 25 | $21.2B | $1.9B | ||
| Q4 24 | $21.0B | $1.8B | ||
| Q3 24 | $21.3B | $1.9B | ||
| Q2 24 | $21.0B | $1.9B | ||
| Q1 24 | $20.6B | $1.9B |
负债/权益比AVBMOD
| Q4 25 | 0.80× | 0.51× | ||
| Q3 25 | 0.73× | 0.50× | ||
| Q2 25 | 0.72× | 0.48× | ||
| Q1 25 | 0.70× | 0.33× | ||
| Q4 24 | 0.68× | 0.39× | ||
| Q3 24 | 0.70× | 0.42× | ||
| Q2 24 | 0.71× | 0.51× | ||
| Q1 24 | 0.68× | 0.53× |
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 | $24.7M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-17.1M |
| 自由现金流率自由现金流/营收 | 183.5% | -2.1% |
| 资本支出强度资本支出/营收 | 34.1% | 5.2% |
| 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 | $-20.3M |
8季度趋势，按日历期对齐
经营现金流AVBMOD
| Q4 25 | $1.7B | $24.7M | ||
| Q3 25 | $477.0M | $1.4M | ||
| Q2 25 | $377.8M | $27.7M | ||
| Q1 25 | $415.9M | $54.8M | ||
| Q4 24 | $1.6B | $60.7M | ||
| Q3 24 | $486.2M | $57.3M | ||
| Q2 24 | $380.0M | $40.5M | ||
| Q1 24 | $412.9M | $39.6M |
自由现金流AVBMOD
| Q4 25 | $1.4B | $-17.1M | ||
| Q3 25 | $402.2M | $-30.5M | ||
| Q2 25 | $317.1M | $200.0K | ||
| Q1 25 | $367.5M | $27.1M | ||
| Q4 24 | $1.4B | $44.7M | ||
| Q3 24 | $434.2M | $43.8M | ||
| Q2 24 | $333.0M | $13.7M | ||
| Q1 24 | $375.4M | $-4.3M |
自由现金流率AVBMOD
| Q4 25 | 183.5% | -2.1% | ||
| Q3 25 | 52.5% | -4.1% | ||
| Q2 25 | 41.7% | 0.0% | ||
| Q1 25 | 49.3% | 4.2% | ||
| Q4 24 | 191.0% | 7.2% | ||
| Q3 24 | 59.1% | 6.7% | ||
| Q2 24 | 45.9% | 2.1% | ||
| Q1 24 | 52.7% | -0.7% |
资本支出强度AVBMOD
| Q4 25 | 34.1% | 5.2% | ||
| Q3 25 | 9.8% | 4.3% | ||
| Q2 25 | 8.0% | 4.0% | ||
| Q1 25 | 6.5% | 4.3% | ||
| Q4 24 | 26.1% | 2.6% | ||
| Q3 24 | 7.1% | 2.1% | ||
| Q2 24 | 6.5% | 4.1% | ||
| Q1 24 | 5.3% | 7.3% |
现金转化率AVBMOD
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | 0.03× | ||
| Q2 25 | 1.41× | 0.54× | ||
| Q1 25 | 1.76× | 1.10× | ||
| Q4 24 | 5.70× | 1.48× | ||
| Q3 24 | 1.31× | 1.24× | ||
| Q2 24 | 1.50× | 0.86× | ||
| Q1 24 | 2.38× | 1.53× |
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
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
