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AvalonBay Communities（AVB）与EPLUS INC（PLUS）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EPLUS INC的1.2倍（$767.9M vs $614.8M），AvalonBay Communities净利率更高（9040.6% vs 5.7%，领先9034.9%），EPLUS INC同比增速更快（20.3% vs 3.7%），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs 2.3%）
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。
ePlus Inc.是美国的科技咨询解决方案提供商，业务覆盖网络安全、云计算、网络架构、协作办公、人工智能及前沿技术领域，为超5000家客户提供定制化解决方案、专业咨询与托管服务，助力企业实现数字化转型与技术升级。
AVB vs PLUS — 直观对比
营收规模更大
AVB
是对方的1.2倍
$614.8M
营收增速更快
PLUS
高出16.6%
3.7%
净利率更高
AVB
高出9034.9%
5.7%
两年增速更快
AVB
近两年复合增速
2.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $614.8M |
| 净利润 | $166.0M | $35.1M |
| 毛利率 | — | 25.8% |
| 营业利润率 | 64.2% | 7.1% |
| 净利率 | 9040.6% | 5.7% |
| 营收同比 | 3.7% | 20.3% |
| 净利润同比 | -41.2% | 45.2% |
| 每股收益（稀释后） | $1.18 | $1.33 |
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AVBPLUS
| Q4 25 | $767.9M | $614.8M | ||
| Q3 25 | $766.8M | $608.8M | ||
| Q2 25 | $760.2M | $637.3M | ||
| Q1 25 | $745.9M | — | ||
| Q4 24 | $740.5M | $493.2M | ||
| Q3 24 | $734.3M | $493.4M | ||
| Q2 24 | $726.0M | $535.7M | ||
| Q1 24 | $712.9M | — |
净利润AVBPLUS
| Q4 25 | $166.0M | $35.1M | ||
| Q3 25 | $381.3M | $34.9M | ||
| Q2 25 | $268.7M | $37.7M | ||
| Q1 25 | $236.6M | — | ||
| Q4 24 | $282.1M | $24.1M | ||
| Q3 24 | $372.5M | $31.3M | ||
| Q2 24 | $253.9M | $27.3M | ||
| Q1 24 | $173.4M | — |
毛利率AVBPLUS
| Q4 25 | — | 25.8% | ||
| Q3 25 | — | 26.6% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 25.8% | ||
| Q2 24 | — | 23.7% | ||
| Q1 24 | — | — |
营业利润率AVBPLUS
| Q4 25 | 64.2% | 7.1% | ||
| Q3 25 | 65.7% | 8.0% | ||
| Q2 25 | 67.6% | 5.7% | ||
| Q1 25 | 68.5% | — | ||
| Q4 24 | 63.1% | 3.3% | ||
| Q3 24 | 65.4% | 5.5% | ||
| Q2 24 | 66.6% | 5.9% | ||
| Q1 24 | 67.2% | — |
净利率AVBPLUS
| Q4 25 | 9040.6% | 5.7% | ||
| Q3 25 | 49.7% | 5.7% | ||
| Q2 25 | 35.3% | 5.9% | ||
| Q1 25 | 31.7% | — | ||
| Q4 24 | 38.1% | 4.9% | ||
| Q3 24 | 50.7% | 6.3% | ||
| Q2 24 | 35.0% | 5.1% | ||
| Q1 24 | 24.3% | — |
每股收益（稀释后）AVBPLUS
| Q4 25 | $1.18 | $1.33 | ||
| Q3 25 | $2.68 | $1.32 | ||
| Q2 25 | $1.88 | $1.43 | ||
| Q1 25 | $1.66 | — | ||
| Q4 24 | $1.99 | $0.91 | ||
| Q3 24 | $2.61 | $1.17 | ||
| Q2 24 | $1.78 | $1.02 | ||
| Q1 24 | $1.22 | — |
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 | $326.3M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $1.1B |
| 总资产 | $22.2B | $1.8B |
| 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AVBPLUS
| Q4 25 | $187.2M | $326.3M | ||
| Q3 25 | $123.3M | $402.2M | ||
| Q2 25 | $102.8M | $480.2M | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | $253.1M | ||
| Q3 24 | $552.4M | $187.5M | ||
| Q2 24 | $545.8M | $349.9M | ||
| Q1 24 | $287.9M | — |
总债务AVBPLUS
| 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AVBPLUS
| Q4 25 | $11.6B | $1.1B | ||
| Q3 25 | $11.9B | $1.0B | ||
| Q2 25 | $11.9B | $1.0B | ||
| Q1 25 | $11.9B | — | ||
| Q4 24 | $11.9B | $962.3M | ||
| Q3 24 | $11.9B | $947.0M | ||
| Q2 24 | $11.7B | $921.9M | ||
| Q1 24 | $11.7B | — |
总资产AVBPLUS
| Q4 25 | $22.2B | $1.8B | ||
| Q3 25 | $21.9B | $1.8B | ||
| Q2 25 | $21.8B | $1.8B | ||
| Q1 25 | $21.2B | — | ||
| Q4 24 | $21.0B | $1.8B | ||
| Q3 24 | $21.3B | $1.7B | ||
| Q2 24 | $21.0B | $1.7B | ||
| Q1 24 | $20.6B | — |
负债/权益比AVBPLUS
| 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 | $-87.4M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | — |
| 自由现金流率自由现金流/营收 | 183.5% | — |
| 资本支出强度资本支出/营收 | 34.1% | — |
| 现金转化率经营现金流/净利润 | 10.07× | -2.49× |
| 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AVBPLUS
| Q4 25 | $1.7B | $-87.4M | ||
| Q3 25 | $477.0M | $-34.8M | ||
| Q2 25 | $377.8M | $-99.0M | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $1.6B | $65.7M | ||
| Q3 24 | $486.2M | $-21.6M | ||
| Q2 24 | $380.0M | $97.1M | ||
| Q1 24 | $412.9M | — |
自由现金流AVBPLUS
| Q4 25 | $1.4B | — | ||
| Q3 25 | $402.2M | — | ||
| Q2 25 | $317.1M | — | ||
| Q1 25 | $367.5M | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $434.2M | — | ||
| Q2 24 | $333.0M | — | ||
| Q1 24 | $375.4M | — |
自由现金流率AVBPLUS
| Q4 25 | 183.5% | — | ||
| Q3 25 | 52.5% | — | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 191.0% | — | ||
| Q3 24 | 59.1% | — | ||
| Q2 24 | 45.9% | — | ||
| Q1 24 | 52.7% | — |
资本支出强度AVBPLUS
| Q4 25 | 34.1% | — | ||
| Q3 25 | 9.8% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.5% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 7.1% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 5.3% | — |
现金转化率AVBPLUS
| Q4 25 | 10.07× | -2.49× | ||
| Q3 25 | 1.25× | -1.00× | ||
| Q2 25 | 1.41× | -2.63× | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | 2.72× | ||
| Q3 24 | 1.31× | -0.69× | ||
| Q2 24 | 1.50× | 3.55× | ||
| 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
PLUS
| All Others Customer End Market | $107.0M | 17% |
| Technology Customer End Market | $89.4M | 15% |
| Health Care Customer End Market | $81.5M | 13% |
| Financial Services Customer End Market | $66.1M | 11% |
| Professional Services Reporting Unit | $64.1M | 10% |
| Security | $61.1M | 10% |
| State And Local Government And Educational Institutions | $59.9M | 10% |
| Managed Services Reporting Unit | $48.8M | 8% |
| Other Product | $21.1M | 3% |
| Collaboration | $13.4M | 2% |
