vs
AvalonBay Communities（AVB）与RBC Bearings INC（RBC）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RBC Bearings INC的1.7倍（$767.9M vs $461.6M），AvalonBay Communities净利率更高（9040.6% vs 14.6%，领先9026.0%），RBC Bearings INC同比增速更快（17.0% vs 3.7%），AvalonBay Communities自由现金流更多（$1.4B vs $99.1M），过去两年RBC Bearings INC的营收复合增速更高（5.6% 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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
AVB vs RBC — 直观对比
营收规模更大
AVB
是对方的1.7倍
$461.6M
营收增速更快
RBC
高出13.4%
3.7%
净利率更高
AVB
高出9026.0%
14.6%
自由现金流更多
AVB
多$1.3B
$99.1M
两年增速更快
RBC
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $461.6M |
| 净利润 | $166.0M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | 64.2% | 22.3% |
| 净利率 | 9040.6% | 14.6% |
| 营收同比 | 3.7% | 17.0% |
| 净利润同比 | -41.2% | 16.4% |
| 每股收益（稀释后） | $1.18 | $2.13 |
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AVBRBC
| Q4 25 | $767.9M | $461.6M | ||
| Q3 25 | $766.8M | $455.3M | ||
| Q2 25 | $760.2M | $436.0M | ||
| Q1 25 | $745.9M | $437.7M | ||
| Q4 24 | $740.5M | $394.4M | ||
| Q3 24 | $734.3M | $397.9M | ||
| Q2 24 | $726.0M | $406.3M | ||
| Q1 24 | $712.9M | $413.7M |
净利润AVBRBC
| Q4 25 | $166.0M | $67.4M | ||
| Q3 25 | $381.3M | $60.0M | ||
| Q2 25 | $268.7M | $68.5M | ||
| Q1 25 | $236.6M | $72.7M | ||
| Q4 24 | $282.1M | $57.9M | ||
| Q3 24 | $372.5M | $54.2M | ||
| Q2 24 | $253.9M | $61.4M | ||
| Q1 24 | $173.4M | — |
毛利率AVBRBC
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% | ||
| Q1 24 | — | 43.1% |
营业利润率AVBRBC
| Q4 25 | 64.2% | 22.3% | ||
| Q3 25 | 65.7% | 21.5% | ||
| Q2 25 | 67.6% | 23.2% | ||
| Q1 25 | 68.5% | 23.0% | ||
| Q4 24 | 63.1% | 21.7% | ||
| Q3 24 | 65.4% | 21.6% | ||
| Q2 24 | 66.6% | 24.0% | ||
| Q1 24 | 67.2% | 22.8% |
净利率AVBRBC
| Q4 25 | 9040.6% | 14.6% | ||
| Q3 25 | 49.7% | 13.2% | ||
| Q2 25 | 35.3% | 15.7% | ||
| Q1 25 | 31.7% | 16.6% | ||
| Q4 24 | 38.1% | 14.7% | ||
| Q3 24 | 50.7% | 13.6% | ||
| Q2 24 | 35.0% | 15.1% | ||
| Q1 24 | 24.3% | — |
每股收益（稀释后）AVBRBC
| Q4 25 | $1.18 | $2.13 | ||
| Q3 25 | $2.68 | $1.90 | ||
| Q2 25 | $1.88 | $2.17 | ||
| Q1 25 | $1.66 | $2.33 | ||
| Q4 24 | $1.99 | $1.82 | ||
| Q3 24 | $2.61 | $1.65 | ||
| Q2 24 | $1.78 | $1.90 | ||
| Q1 24 | $1.22 | $1.92 |
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 | $107.6M |
| 总债务越低越好 | $9.3B | $990.2M |
| 股东权益账面价值 | $11.6B | $3.3B |
| 总资产 | $22.2B | $5.1B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AVBRBC
| Q4 25 | $187.2M | $107.6M | ||
| Q3 25 | $123.3M | $91.2M | ||
| Q2 25 | $102.8M | $132.9M | ||
| Q1 25 | $53.3M | $36.8M | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | $76.8M | ||
| Q1 24 | $287.9M | $63.5M |
总债务AVBRBC
| Q4 25 | $9.3B | $990.2M | ||
| Q3 25 | $8.7B | $1.1B | ||
| Q2 25 | $8.7B | $915.6M | ||
| Q1 25 | $8.3B | $920.1M | ||
| Q4 24 | $8.1B | — | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | $1.2B |
股东权益AVBRBC
| Q4 25 | $11.6B | $3.3B | ||
| Q3 25 | $11.9B | $3.2B | ||
| Q2 25 | $11.9B | $3.1B | ||
| Q1 25 | $11.9B | $3.0B | ||
| Q4 24 | $11.9B | $2.9B | ||
| Q3 24 | $11.9B | $2.9B | ||
| Q2 24 | $11.7B | $2.8B | ||
| Q1 24 | $11.7B | $2.8B |
总资产AVBRBC
| Q4 25 | $22.2B | $5.1B | ||
| Q3 25 | $21.9B | $5.1B | ||
| Q2 25 | $21.8B | $4.8B | ||
| Q1 25 | $21.2B | $4.7B | ||
| Q4 24 | $21.0B | $4.7B | ||
| Q3 24 | $21.3B | $4.7B | ||
| Q2 24 | $21.0B | $4.7B | ||
| Q1 24 | $20.6B | $4.7B |
负债/权益比AVBRBC
| Q4 25 | 0.80× | 0.30× | ||
| Q3 25 | 0.73× | 0.34× | ||
| Q2 25 | 0.72× | 0.29× | ||
| Q1 25 | 0.70× | 0.30× | ||
| Q4 24 | 0.68× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | 0.43× |
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 | $122.1M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $99.1M |
| 自由现金流率自由现金流/营收 | 183.5% | 21.5% |
| 资本支出强度资本支出/营收 | 34.1% | 5.0% |
| 现金转化率经营现金流/净利润 | 10.07× | 1.81× |
| 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AVBRBC
| Q4 25 | $1.7B | $122.1M | ||
| Q3 25 | $477.0M | $88.4M | ||
| Q2 25 | $377.8M | $120.0M | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $1.6B | $84.0M | ||
| Q3 24 | $486.2M | — | ||
| Q2 24 | $380.0M | $97.4M | ||
| Q1 24 | $412.9M | — |
自由现金流AVBRBC
| Q4 25 | $1.4B | $99.1M | ||
| Q3 25 | $402.2M | $71.7M | ||
| Q2 25 | $317.1M | $104.3M | ||
| Q1 25 | $367.5M | — | ||
| Q4 24 | $1.4B | $73.6M | ||
| Q3 24 | $434.2M | — | ||
| Q2 24 | $333.0M | $88.4M | ||
| Q1 24 | $375.4M | — |
自由现金流率AVBRBC
| Q4 25 | 183.5% | 21.5% | ||
| Q3 25 | 52.5% | 15.7% | ||
| Q2 25 | 41.7% | 23.9% | ||
| Q1 25 | 49.3% | — | ||
| Q4 24 | 191.0% | 18.7% | ||
| Q3 24 | 59.1% | — | ||
| Q2 24 | 45.9% | 21.8% | ||
| Q1 24 | 52.7% | — |
资本支出强度AVBRBC
| Q4 25 | 34.1% | 5.0% | ||
| Q3 25 | 9.8% | 3.7% | ||
| Q2 25 | 8.0% | 3.6% | ||
| Q1 25 | 6.5% | 3.2% | ||
| Q4 24 | 26.1% | 2.6% | ||
| Q3 24 | 7.1% | 4.1% | ||
| Q2 24 | 6.5% | 2.2% | ||
| Q1 24 | 5.3% | — |
现金转化率AVBRBC
| Q4 25 | 10.07× | 1.81× | ||
| Q3 25 | 1.25× | 1.47× | ||
| Q2 25 | 1.41× | 1.75× | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | 1.45× | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | 1.59× | ||
| 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
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
