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AvalonBay Communities（AVB）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
瑞思迈的季度营收约是AvalonBay Communities的1.9倍（$1.4B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 27.6%，领先9013.0%），瑞思迈同比增速更快（11.0% vs 3.7%），过去两年瑞思迈的营收复合增速更高（7.8% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AVB vs RMD — 直观对比
营收规模更大
RMD
是对方的1.9倍
$767.9M
营收增速更快
RMD
高出7.3%
3.7%
净利率更高
AVB
高出9013.0%
27.6%
两年增速更快
RMD
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.4B |
| 净利润 | $166.0M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 64.2% | 34.6% |
| 净利率 | 9040.6% | 27.6% |
| 营收同比 | 3.7% | 11.0% |
| 净利润同比 | -41.2% | 13.9% |
| 每股收益（稀释后） | $1.18 | $2.68 |
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AVBRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.4B | ||
| Q4 25 | $767.9M | $1.4B | ||
| Q3 25 | $766.8M | $1.3B | ||
| Q2 25 | $760.2M | $1.3B | ||
| Q1 25 | $745.9M | $1.3B | ||
| Q4 24 | $740.5M | $1.3B | ||
| Q3 24 | $734.3M | $1.2B |
净利润AVBRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | — | $398.7M | ||
| Q4 25 | $166.0M | $392.6M | ||
| Q3 25 | $381.3M | $348.5M | ||
| Q2 25 | $268.7M | $379.7M | ||
| Q1 25 | $236.6M | $365.0M | ||
| Q4 24 | $282.1M | $344.6M | ||
| Q3 24 | $372.5M | $311.4M |
毛利率AVBRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率AVBRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | — | 34.9% | ||
| Q4 25 | 64.2% | 34.6% | ||
| Q3 25 | 65.7% | 33.4% | ||
| Q2 25 | 67.6% | 33.7% | ||
| Q1 25 | 68.5% | 33.0% | ||
| Q4 24 | 63.1% | 32.5% | ||
| Q3 24 | 65.4% | 31.6% |
净利率AVBRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | — | 27.9% | ||
| Q4 25 | 9040.6% | 27.6% | ||
| Q3 25 | 49.7% | 26.1% | ||
| Q2 25 | 35.3% | 28.2% | ||
| Q1 25 | 31.7% | 28.3% | ||
| Q4 24 | 38.1% | 26.9% | ||
| Q3 24 | 50.7% | 25.4% |
每股收益（稀释后）AVBRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $1.18 | $2.68 | ||
| Q3 25 | $2.68 | $2.37 | ||
| Q2 25 | $1.88 | $2.58 | ||
| Q1 25 | $1.66 | $2.48 | ||
| Q4 24 | $1.99 | $2.34 | ||
| Q3 24 | $2.61 | $2.11 |
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 | $663.8M |
| 股东权益账面价值 | $11.6B | $6.3B |
| 总资产 | $22.2B | $8.5B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AVBRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | — | $1.7B | ||
| Q4 25 | $187.2M | $1.4B | ||
| Q3 25 | $123.3M | $1.4B | ||
| Q2 25 | $102.8M | $1.2B | ||
| Q1 25 | $53.3M | $932.7M | ||
| Q4 24 | $108.6M | $521.9M | ||
| Q3 24 | $552.4M | $426.4M |
总债务AVBRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | $9.3B | $403.9M | ||
| Q3 25 | $8.7B | $408.7M | ||
| Q2 25 | $8.7B | $658.4M | ||
| Q1 25 | $8.3B | $663.1M | ||
| Q4 24 | $8.1B | $662.9M | ||
| Q3 24 | $8.4B | $667.6M |
股东权益AVBRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | — | $6.5B | ||
| Q4 25 | $11.6B | $6.3B | ||
| Q3 25 | $11.9B | $6.1B | ||
| Q2 25 | $11.9B | $6.0B | ||
| Q1 25 | $11.9B | $5.5B | ||
| Q4 24 | $11.9B | $5.3B | ||
| Q3 24 | $11.9B | $5.2B |
总资产AVBRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | — | $8.8B | ||
| Q4 25 | $22.2B | $8.5B | ||
| Q3 25 | $21.9B | $8.3B | ||
| Q2 25 | $21.8B | $8.2B | ||
| Q1 25 | $21.2B | $7.6B | ||
| Q4 24 | $21.0B | $7.1B | ||
| Q3 24 | $21.3B | $7.2B |
负债/权益比AVBRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | 0.80× | 0.06× | ||
| Q3 25 | 0.73× | 0.07× | ||
| Q2 25 | 0.72× | 0.11× | ||
| Q1 25 | 0.70× | 0.12× | ||
| Q4 24 | 0.68× | 0.13× | ||
| Q3 24 | 0.70× | 0.13× |
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AVBRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | $339.7M | ||
| Q3 25 | $477.0M | $457.3M | ||
| Q2 25 | $377.8M | $538.8M | ||
| Q1 25 | $415.9M | $578.7M | ||
| Q4 24 | $1.6B | $308.6M | ||
| Q3 24 | $486.2M | $325.5M |
自由现金流AVBRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | $1.4B | $311.2M | ||
| Q3 25 | $402.2M | $414.4M | ||
| Q2 25 | $317.1M | $508.2M | ||
| Q1 25 | $367.5M | $557.9M | ||
| Q4 24 | $1.4B | $288.0M | ||
| Q3 24 | $434.2M | $307.7M |
自由现金流率AVBRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 183.5% | 21.9% | ||
| Q3 25 | 52.5% | 31.0% | ||
| Q2 25 | 41.7% | 37.7% | ||
| Q1 25 | 49.3% | 43.2% | ||
| Q4 24 | 191.0% | 22.5% | ||
| Q3 24 | 59.1% | 25.1% |
资本支出强度AVBRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 2.0% | ||
| Q3 25 | 9.8% | 3.2% | ||
| Q2 25 | 8.0% | 2.3% | ||
| Q1 25 | 6.5% | 1.6% | ||
| Q4 24 | 26.1% | 1.6% | ||
| Q3 24 | 7.1% | 1.5% |
现金转化率AVBRMD
| Q2 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | 10.07× | 0.87× | ||
| Q3 25 | 1.25× | 1.31× | ||
| Q2 25 | 1.41× | 1.42× | ||
| Q1 25 | 1.76× | 1.59× | ||
| Q4 24 | 5.70× | 0.90× | ||
| Q3 24 | 1.31× | 1.05× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
