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AvalonBay Communities（AVB）与UiPath, Inc.（PATH）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UiPath, Inc.的1.9倍（$767.9M vs $411.1M），AvalonBay Communities净利率更高（9040.6% vs 48.4%，领先8992.2%），UiPath, Inc.同比增速更快（15.9% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $25.1M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs 0.7%）
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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
AVB vs PATH — 直观对比
营收规模更大
AVB
是对方的1.9倍
$411.1M
营收增速更快
PATH
高出12.2%
3.7%
净利率更高
AVB
高出8992.2%
48.4%
自由现金流更多
AVB
多$1.4B
$25.1M
两年增速更快
AVB
近两年复合增速
0.7%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $411.1M |
| 净利润 | $166.0M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | 64.2% | 3.2% |
| 净利率 | 9040.6% | 48.4% |
| 营收同比 | 3.7% | 15.9% |
| 净利润同比 | -41.2% | 1966.2% |
| 每股收益（稀释后） | $1.18 | $0.37 |
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AVBPATH
| Q4 25 | $767.9M | $411.1M | ||
| Q3 25 | $766.8M | $361.7M | ||
| Q2 25 | $760.2M | $356.6M | ||
| Q1 25 | $745.9M | $423.6M | ||
| Q4 24 | $740.5M | $354.7M | ||
| Q3 24 | $734.3M | $316.3M | ||
| Q2 24 | $726.0M | $335.1M | ||
| Q1 24 | $712.9M | $405.3M |
净利润AVBPATH
| Q4 25 | $166.0M | $198.8M | ||
| Q3 25 | $381.3M | $1.6M | ||
| Q2 25 | $268.7M | $-22.6M | ||
| Q1 25 | $236.6M | $51.8M | ||
| Q4 24 | $282.1M | $-10.7M | ||
| Q3 24 | $372.5M | $-86.1M | ||
| Q2 24 | $253.9M | $-28.7M | ||
| Q1 24 | $173.4M | $33.9M |
毛利率AVBPATH
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% | ||
| Q1 24 | — | 86.8% |
营业利润率AVBPATH
| Q4 25 | 64.2% | 3.2% | ||
| Q3 25 | 65.7% | -5.6% | ||
| Q2 25 | 67.6% | -4.6% | ||
| Q1 25 | 68.5% | 7.9% | ||
| Q4 24 | 63.1% | -12.2% | ||
| Q3 24 | 65.4% | -32.7% | ||
| Q2 24 | 66.6% | -14.8% | ||
| Q1 24 | 67.2% | 3.7% |
净利率AVBPATH
| Q4 25 | 9040.6% | 48.4% | ||
| Q3 25 | 49.7% | 0.4% | ||
| Q2 25 | 35.3% | -6.3% | ||
| Q1 25 | 31.7% | 12.2% | ||
| Q4 24 | 38.1% | -3.0% | ||
| Q3 24 | 50.7% | -27.2% | ||
| Q2 24 | 35.0% | -8.6% | ||
| Q1 24 | 24.3% | 8.4% |
每股收益（稀释后）AVBPATH
| Q4 25 | $1.18 | $0.37 | ||
| Q3 25 | $2.68 | $0.00 | ||
| Q2 25 | $1.88 | $-0.04 | ||
| Q1 25 | $1.66 | $0.09 | ||
| Q4 24 | $1.99 | $-0.02 | ||
| Q3 24 | $2.61 | $-0.15 | ||
| Q2 24 | $1.78 | $-0.05 | ||
| Q1 24 | $1.22 | $0.07 |
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 | — |
| 股东权益账面价值 | $11.6B | $1.9B |
| 总资产 | $22.2B | $2.9B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资AVBPATH
| Q4 25 | $187.2M | $1.4B | ||
| Q3 25 | $123.3M | $1.4B | ||
| Q2 25 | $102.8M | $1.6B | ||
| Q1 25 | $53.3M | $1.6B | ||
| Q4 24 | $108.6M | $1.6B | ||
| Q3 24 | $552.4M | $1.7B | ||
| Q2 24 | $545.8M | $1.9B | ||
| Q1 24 | $287.9M | $1.9B |
总债务AVBPATH
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBPATH
| Q4 25 | $11.6B | $1.9B | ||
| Q3 25 | $11.9B | $1.7B | ||
| Q2 25 | $11.9B | $1.7B | ||
| Q1 25 | $11.9B | $1.8B | ||
| Q4 24 | $11.9B | $1.7B | ||
| Q3 24 | $11.9B | $1.8B | ||
| Q2 24 | $11.7B | $2.0B | ||
| Q1 24 | $11.7B | $2.0B |
总资产AVBPATH
| Q4 25 | $22.2B | $2.9B | ||
| Q3 25 | $21.9B | $2.6B | ||
| Q2 25 | $21.8B | $2.6B | ||
| Q1 25 | $21.2B | $2.9B | ||
| Q4 24 | $21.0B | $2.7B | ||
| Q3 24 | $21.3B | $2.7B | ||
| Q2 24 | $21.0B | $2.8B | ||
| Q1 24 | $20.6B | $3.0B |
负债/权益比AVBPATH
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $28.3M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $25.1M |
| 自由现金流率自由现金流/营收 | 183.5% | 6.1% |
| 资本支出强度资本支出/营收 | 34.1% | 0.8% |
| 现金转化率经营现金流/净利润 | 10.07× | 0.14× |
| 过去12个月自由现金流最近4个季度 | $2.5B | — |
8季度趋势，按日历期对齐
经营现金流AVBPATH
| Q4 25 | $1.7B | $28.3M | ||
| Q3 25 | $477.0M | $41.6M | ||
| Q2 25 | $377.8M | $119.0M | ||
| Q1 25 | $415.9M | $146.1M | ||
| Q4 24 | $1.6B | $28.1M | ||
| Q3 24 | $486.2M | $46.4M | ||
| Q2 24 | $380.0M | $100.0M | ||
| Q1 24 | $412.9M | $145.6M |
自由现金流AVBPATH
| Q4 25 | $1.4B | $25.1M | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $317.1M | $106.2M | ||
| Q1 25 | $367.5M | $138.7M | ||
| Q4 24 | $1.4B | $23.2M | ||
| Q3 24 | $434.2M | $45.0M | ||
| Q2 24 | $333.0M | $98.8M | ||
| Q1 24 | $375.4M | $141.8M |
自由现金流率AVBPATH
| Q4 25 | 183.5% | 6.1% | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 41.7% | 29.8% | ||
| Q1 25 | 49.3% | 32.7% | ||
| Q4 24 | 191.0% | 6.5% | ||
| Q3 24 | 59.1% | 14.2% | ||
| Q2 24 | 45.9% | 29.5% | ||
| Q1 24 | 52.7% | 35.0% |
资本支出强度AVBPATH
| Q4 25 | 34.1% | 0.8% | ||
| Q3 25 | 9.8% | 0.0% | ||
| Q2 25 | 8.0% | 3.6% | ||
| Q1 25 | 6.5% | 1.7% | ||
| Q4 24 | 26.1% | 1.4% | ||
| Q3 24 | 7.1% | 0.4% | ||
| Q2 24 | 6.5% | 0.4% | ||
| Q1 24 | 5.3% | 0.9% |
现金转化率AVBPATH
| Q4 25 | 10.07× | 0.14× | ||
| Q3 25 | 1.25× | 26.25× | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | 2.82× | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 2.38× | 4.29× |
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
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
