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AvalonBay Communities（AVB）与Rivian Automotive, Inc.（RIVN）财务数据对比。点击上方公司名可切换其他公司
Rivian Automotive, Inc.的季度营收约是AvalonBay Communities的1.7倍（$1.3B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -63.1%，领先9103.6%），AvalonBay Communities同比增速更快（3.7% vs -25.8%），AvalonBay Communities自由现金流更多（$1.4B vs $-1.1B），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs 3.3%）
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。
Rivian Automotive是2009年成立的美国电动汽车制造商及汽车科技企业，主打基于自研滑板平台打造的电动SUV、皮卡及EDV电动配送货车，旗下R1T皮卡于2021年末正式开启交付，还计划于2023年底前在美国和加拿大布局专属充电网络，其平台可适配新车型也可对外授权使用。
AVB vs RIVN — 直观对比
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.3B |
| 净利润 | $166.0M | $-811.0M |
| 毛利率 | — | 9.3% |
| 营业利润率 | 64.2% | -64.8% |
| 净利率 | 9040.6% | -63.1% |
| 营收同比 | 3.7% | -25.8% |
| 净利润同比 | -41.2% | -9.0% |
| 每股收益（稀释后） | $1.18 | $-0.66 |
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
| Q4 25 | $767.9M | $1.3B | ||
| Q3 25 | $766.8M | $1.6B | ||
| Q2 25 | $760.2M | $1.3B | ||
| Q1 25 | $745.9M | $1.2B | ||
| Q4 24 | $740.5M | $1.7B | ||
| Q3 24 | $734.3M | $874.0M | ||
| Q2 24 | $726.0M | $1.2B | ||
| Q1 24 | $712.9M | $1.2B |
| Q4 25 | $166.0M | $-811.0M | ||
| Q3 25 | $381.3M | $-1.2B | ||
| Q2 25 | $268.7M | $-1.1B | ||
| Q1 25 | $236.6M | $-545.0M | ||
| Q4 24 | $282.1M | $-744.0M | ||
| Q3 24 | $372.5M | $-1.1B | ||
| Q2 24 | $253.9M | $-1.5B | ||
| Q1 24 | $173.4M | $-1.4B |
| Q4 25 | — | 9.3% | ||
| Q3 25 | — | 1.5% | ||
| Q2 25 | — | -15.8% | ||
| Q1 25 | — | 16.6% | ||
| Q4 24 | — | 9.8% | ||
| Q3 24 | — | -44.9% | ||
| Q2 24 | — | -38.9% | ||
| Q1 24 | — | -43.8% |
| Q4 25 | 64.2% | -64.8% | ||
| Q3 25 | 65.7% | -63.1% | ||
| Q2 25 | 67.6% | -85.5% | ||
| Q1 25 | 68.5% | -52.8% | ||
| Q4 24 | 63.1% | -38.1% | ||
| Q3 24 | 65.4% | -133.8% | ||
| Q2 24 | 66.6% | -118.7% | ||
| Q1 24 | 67.2% | -123.3% |
| Q4 25 | 9040.6% | -63.1% | ||
| Q3 25 | 49.7% | -75.3% | ||
| Q2 25 | 35.3% | -85.7% | ||
| Q1 25 | 31.7% | -44.0% | ||
| Q4 24 | 38.1% | -42.9% | ||
| Q3 24 | 50.7% | -125.9% | ||
| Q2 24 | 35.0% | -125.8% | ||
| Q1 24 | 24.3% | -120.1% |
| Q4 25 | $1.18 | $-0.66 | ||
| Q3 25 | $2.68 | $-0.96 | ||
| Q2 25 | $1.88 | $-0.97 | ||
| Q1 25 | $1.66 | $-0.48 | ||
| Q4 24 | $1.99 | $-0.67 | ||
| Q3 24 | $2.61 | $-1.08 | ||
| Q2 24 | $1.78 | $-1.46 | ||
| Q1 24 | $1.22 | $-1.48 |
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 | $6.1B |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $4.6B |
| 总资产 | $22.2B | $14.9B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
| Q4 25 | $187.2M | $6.1B | ||
| Q3 25 | $123.3M | $7.1B | ||
| Q2 25 | $102.8M | $7.5B | ||
| Q1 25 | $53.3M | $7.2B | ||
| Q4 24 | $108.6M | $7.7B | ||
| Q3 24 | $552.4M | $6.7B | ||
| Q2 24 | $545.8M | $7.9B | ||
| Q1 24 | $287.9M | $7.9B |
| 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 | $5.5B | ||
| Q1 24 | $8.0B | $4.4B |
| Q4 25 | $11.6B | $4.6B | ||
| Q3 25 | $11.9B | $5.1B | ||
| Q2 25 | $11.9B | $6.1B | ||
| Q1 25 | $11.9B | $6.2B | ||
| Q4 24 | $11.9B | $6.6B | ||
| Q3 24 | $11.9B | $5.9B | ||
| Q2 24 | $11.7B | $6.8B | ||
| Q1 24 | $11.7B | $8.1B |
| Q4 25 | $22.2B | $14.9B | ||
| Q3 25 | $21.9B | $15.2B | ||
| Q2 25 | $21.8B | $15.6B | ||
| Q1 25 | $21.2B | $15.5B | ||
| Q4 24 | $21.0B | $15.4B | ||
| Q3 24 | $21.3B | $14.3B | ||
| Q2 24 | $21.0B | $15.4B | ||
| Q1 24 | $20.6B | $15.7B |
| 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× | 0.81× | ||
| Q1 24 | 0.68× | 0.55× |
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 | $-681.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-1.1B |
| 自由现金流率自由现金流/营收 | 183.5% | -89.0% |
| 资本支出强度资本支出/营收 | 34.1% | 36.0% |
| 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 | $-2.5B |
8季度趋势，按日历期对齐
| Q4 25 | $1.7B | $-681.0M | ||
| Q3 25 | $477.0M | $26.0M | ||
| Q2 25 | $377.8M | $64.0M | ||
| Q1 25 | $415.9M | $-188.0M | ||
| Q4 24 | $1.6B | $1.2B | ||
| Q3 24 | $486.2M | $-876.0M | ||
| Q2 24 | $380.0M | $-754.0M | ||
| Q1 24 | $412.9M | $-1.3B |
| Q4 25 | $1.4B | $-1.1B | ||
| Q3 25 | $402.2M | $-421.0M | ||
| Q2 25 | $317.1M | $-398.0M | ||
| Q1 25 | $367.5M | $-526.0M | ||
| Q4 24 | $1.4B | $856.0M | ||
| Q3 24 | $434.2M | $-1.2B | ||
| Q2 24 | $333.0M | $-1.0B | ||
| Q1 24 | $375.4M | $-1.5B |
| Q4 25 | 183.5% | -89.0% | ||
| Q3 25 | 52.5% | -27.0% | ||
| Q2 25 | 41.7% | -30.5% | ||
| Q1 25 | 49.3% | -42.4% | ||
| Q4 24 | 191.0% | 49.4% | ||
| Q3 24 | 59.1% | -131.9% | ||
| Q2 24 | 45.9% | -89.6% | ||
| Q1 24 | 52.7% | -126.5% |
| Q4 25 | 34.1% | 36.0% | ||
| Q3 25 | 9.8% | 28.7% | ||
| Q2 25 | 8.0% | 35.5% | ||
| Q1 25 | 6.5% | 27.3% | ||
| Q4 24 | 26.1% | 18.9% | ||
| Q3 24 | 7.1% | 31.7% | ||
| Q2 24 | 6.5% | 24.4% | ||
| Q1 24 | 5.3% | 21.1% |
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | — | ||
| Q4 24 | 5.70× | — | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | — | ||
| 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
RIVN
| Automotive Segment | $839.0M | 65% |
| Software And Services Segment | $447.0M | 35% |
| Regulatory Credits | $30.0M | 2% |
