vs
AvalonBay Communities(AVB)与Regions Financial Corporation(RF)财务数据对比。点击上方公司名可切换其他公司
Regions Financial Corporation的季度营收约是AvalonBay Communities的2.4倍($1.9B vs $767.9M),AvalonBay Communities净利率更高(9040.6% vs 29.8%,领先9010.7%),Regions Financial Corporation同比增速更快(5.0% vs 3.7%),过去两年Regions Financial Corporation的营收复合增速更高(25.7% 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。
Regions Financial Corporation是美国银行控股企业,总部位于阿拉巴马州伯明翰市。公司提供零售及商业银行、信托、股票经纪、抵押贷款等服务,旗下银行业务子公司Regions Bank在美国南部和中西部15个州运营约1300家营业网点和2000台自动柜员机,服务大量当地个人及企业客户。
AVB vs RF — 直观对比
营收规模更大
RF
是对方的2.4倍
$767.9M
营收增速更快
RF
高出1.3%
3.7%
净利率更高
AVB
高出9010.7%
29.8%
两年增速更快
RF
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $767.9M | $1.9B |
| 净利润 | $166.0M | $559.0M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | — |
| 净利率 | 9040.6% | 29.8% |
| 营收同比 | 3.7% | 5.0% |
| 净利润同比 | -41.2% | — |
| 每股收益(稀释后) | $1.18 | $0.62 |
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
AVB
RF
| Q1 26 | — | $1.9B | ||
| Q4 25 | $767.9M | $1.3B | ||
| Q3 25 | $766.8M | $1.3B | ||
| Q2 25 | $760.2M | $1.3B | ||
| Q1 25 | $745.9M | $1.2B | ||
| Q4 24 | $740.5M | $1.2B | ||
| Q3 24 | $734.3M | $1.2B | ||
| Q2 24 | $726.0M | $1.2B |
净利润
AVB
RF
| Q1 26 | — | $559.0M | ||
| Q4 25 | $166.0M | $534.0M | ||
| Q3 25 | $381.3M | $569.0M | ||
| Q2 25 | $268.7M | $563.0M | ||
| Q1 25 | $236.6M | $490.0M | ||
| Q4 24 | $282.1M | $534.0M | ||
| Q3 24 | $372.5M | $490.0M | ||
| Q2 24 | $253.9M | $501.0M |
营业利润率
AVB
RF
| Q1 26 | — | — | ||
| Q4 25 | 64.2% | 55.3% | ||
| Q3 25 | 65.7% | 56.3% | ||
| Q2 25 | 67.6% | 56.1% | ||
| Q1 25 | 68.5% | 52.0% | ||
| Q4 24 | 63.1% | 53.4% | ||
| Q3 24 | 65.4% | 49.9% | ||
| Q2 24 | 66.6% | 52.7% |
净利率
AVB
RF
| Q1 26 | — | 29.8% | ||
| Q4 25 | 9040.6% | 41.7% | ||
| Q3 25 | 49.7% | 45.3% | ||
| Q2 25 | 35.3% | 44.7% | ||
| Q1 25 | 31.7% | 41.0% | ||
| Q4 24 | 38.1% | 43.4% | ||
| Q3 24 | 50.7% | 40.2% | ||
| Q2 24 | 35.0% | 42.2% |
每股收益(稀释后)
AVB
RF
| Q1 26 | — | $0.62 | ||
| Q4 25 | $1.18 | $0.59 | ||
| Q3 25 | $2.68 | $0.61 | ||
| Q2 25 | $1.88 | $0.59 | ||
| Q1 25 | $1.66 | $0.51 | ||
| Q4 24 | $1.99 | $0.55 | ||
| Q3 24 | $2.61 | $0.49 | ||
| Q2 24 | $1.78 | $0.52 |
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 | — |
| 总债务越低越好 | $9.3B | $6.3B |
| 股东权益账面价值 | $11.6B | $18.8B |
| 总资产 | $22.2B | $160.7B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.34× |
8季度趋势,按日历期对齐
现金及短期投资
AVB
RF
| Q1 26 | — | — | ||
| Q4 25 | $187.2M | — | ||
| Q3 25 | $123.3M | — | ||
| Q2 25 | $102.8M | — | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | — |
总债务
AVB
RF
| Q1 26 | — | $6.3B | ||
| Q4 25 | $9.3B | $4.1B | ||
| Q3 25 | $8.7B | $4.8B | ||
| Q2 25 | $8.7B | $5.3B | ||
| Q1 25 | $8.3B | $6.0B | ||
| Q4 24 | $8.1B | $6.0B | ||
| Q3 24 | $8.4B | $6.0B | ||
| Q2 24 | $8.4B | $5.1B |
股东权益
AVB
RF
| Q1 26 | — | $18.8B | ||
| Q4 25 | $11.6B | $19.0B | ||
| Q3 25 | $11.9B | $19.0B | ||
| Q2 25 | $11.9B | $18.7B | ||
| Q1 25 | $11.9B | $18.5B | ||
| Q4 24 | $11.9B | $17.9B | ||
| Q3 24 | $11.9B | $18.7B | ||
| Q2 24 | $11.7B | $17.2B |
总资产
AVB
RF
| Q1 26 | — | $160.7B | ||
| Q4 25 | $22.2B | $158.8B | ||
| Q3 25 | $21.9B | $159.9B | ||
| Q2 25 | $21.8B | $159.2B | ||
| Q1 25 | $21.2B | $159.8B | ||
| Q4 24 | $21.0B | $157.3B | ||
| Q3 24 | $21.3B | $157.4B | ||
| Q2 24 | $21.0B | $154.1B |
负债/权益比
AVB
RF
| Q1 26 | — | 0.34× | ||
| Q4 25 | 0.80× | 0.22× | ||
| Q3 25 | 0.73× | 0.25× | ||
| Q2 25 | 0.72× | 0.28× | ||
| Q1 25 | 0.70× | 0.32× | ||
| Q4 24 | 0.68× | 0.34× | ||
| Q3 24 | 0.70× | 0.32× | ||
| Q2 24 | 0.71× | 0.30× |
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 | — |
| 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× | — |
| 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
AVB
RF
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $-319.0M | ||
| Q3 25 | $477.0M | $861.0M | ||
| Q2 25 | $377.8M | $573.0M | ||
| Q1 25 | $415.9M | $1.1B | ||
| Q4 24 | $1.6B | $-220.0M | ||
| Q3 24 | $486.2M | $1.3B | ||
| Q2 24 | $380.0M | $161.0M |
自由现金流
AVB
RF
| Q1 26 | — | — | ||
| 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 | — |
自由现金流率
AVB
RF
| Q1 26 | — | — | ||
| 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% | — |
资本支出强度
AVB
RF
| Q1 26 | — | — | ||
| 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% | — |
现金转化率
AVB
RF
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | -0.60× | ||
| Q3 25 | 1.25× | 1.51× | ||
| Q2 25 | 1.41× | 1.02× | ||
| Q1 25 | 1.76× | 2.18× | ||
| Q4 24 | 5.70× | -0.41× | ||
| Q3 24 | 1.31× | 2.57× | ||
| Q2 24 | 1.50× | 0.32× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图