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AvalonBay Communities（AVB）与RXO, Inc.（RXO）财务数据对比。点击上方公司名可切换其他公司
RXO, Inc.的季度营收约是AvalonBay Communities的1.9倍（$1.5B vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs -3.1%，领先9043.7%），AvalonBay Communities同比增速更快（3.7% vs -11.9%），AvalonBay Communities自由现金流更多（$1.4B vs $-9.0M），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
AVB vs RXO — 直观对比
营收规模更大
RXO
是对方的1.9倍
$767.9M
营收增速更快
AVB
高出15.6%
-11.9%
净利率更高
AVB
高出9043.7%
-3.1%
自由现金流更多
AVB
多$1.4B
$-9.0M
两年增速更快
RXO
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $1.5B |
| 净利润 | $166.0M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | -2.9% |
| 净利率 | 9040.6% | -3.1% |
| 营收同比 | 3.7% | -11.9% |
| 净利润同比 | -41.2% | -84.0% |
| 每股收益（稀释后） | $1.18 | $-0.28 |
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AVBRXO
| Q4 25 | $767.9M | $1.5B | ||
| Q3 25 | $766.8M | $1.4B | ||
| Q2 25 | $760.2M | $1.4B | ||
| Q1 25 | $745.9M | $1.4B | ||
| Q4 24 | $740.5M | $1.7B | ||
| Q3 24 | $734.3M | $1.0B | ||
| Q2 24 | $726.0M | $930.0M | ||
| Q1 24 | $712.9M | $913.0M |
净利润AVBRXO
| Q4 25 | $166.0M | $-46.0M | ||
| Q3 25 | $381.3M | $-14.0M | ||
| Q2 25 | $268.7M | $-9.0M | ||
| Q1 25 | $236.6M | $-31.0M | ||
| Q4 24 | $282.1M | $-25.0M | ||
| Q3 24 | $372.5M | $-243.0M | ||
| Q2 24 | $253.9M | $-7.0M | ||
| Q1 24 | $173.4M | $-15.0M |
营业利润率AVBRXO
| Q4 25 | 64.2% | -2.9% | ||
| Q3 25 | 65.7% | -0.5% | ||
| Q2 25 | 67.6% | — | ||
| Q1 25 | 68.5% | -2.1% | ||
| Q4 24 | 63.1% | -1.4% | ||
| Q3 24 | 65.4% | -1.9% | ||
| Q2 24 | 66.6% | — | ||
| Q1 24 | 67.2% | -1.3% |
净利率AVBRXO
| Q4 25 | 9040.6% | -3.1% | ||
| Q3 25 | 49.7% | -1.0% | ||
| Q2 25 | 35.3% | -0.6% | ||
| Q1 25 | 31.7% | -2.2% | ||
| Q4 24 | 38.1% | -1.5% | ||
| Q3 24 | 50.7% | -23.4% | ||
| Q2 24 | 35.0% | -0.8% | ||
| Q1 24 | 24.3% | -1.6% |
每股收益（稀释后）AVBRXO
| Q4 25 | $1.18 | $-0.28 | ||
| Q3 25 | $2.68 | $-0.08 | ||
| Q2 25 | $1.88 | $-0.05 | ||
| Q1 25 | $1.66 | $-0.18 | ||
| Q4 24 | $1.99 | $-0.17 | ||
| Q3 24 | $2.61 | $-1.81 | ||
| Q2 24 | $1.78 | $-0.06 | ||
| Q1 24 | $1.22 | $-0.13 |
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 | $17.0M |
| 总债务越低越好 | $9.3B | $387.0M |
| 股东权益账面价值 | $11.6B | $1.5B |
| 总资产 | $22.2B | $3.3B |
| 负债/权益比越低杠杆越低 | 0.80× | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AVBRXO
| Q4 25 | $187.2M | $17.0M | ||
| Q3 25 | $123.3M | $25.0M | ||
| Q2 25 | $102.8M | $18.0M | ||
| Q1 25 | $53.3M | $16.0M | ||
| Q4 24 | $108.6M | $35.0M | ||
| Q3 24 | $552.4M | $55.0M | ||
| Q2 24 | $545.8M | $7.0M | ||
| Q1 24 | $287.9M | $7.0M |
总债务AVBRXO
| Q4 25 | $9.3B | $387.0M | ||
| Q3 25 | $8.7B | $387.0M | ||
| Q2 25 | $8.7B | $387.0M | ||
| Q1 25 | $8.3B | $387.0M | ||
| Q4 24 | $8.1B | $351.0M | ||
| Q3 24 | $8.4B | $352.0M | ||
| Q2 24 | $8.4B | $370.0M | ||
| Q1 24 | $8.0B | $351.0M |
股东权益AVBRXO
| Q4 25 | $11.6B | $1.5B | ||
| Q3 25 | $11.9B | $1.6B | ||
| Q2 25 | $11.9B | $1.6B | ||
| Q1 25 | $11.9B | $1.6B | ||
| Q4 24 | $11.9B | $1.6B | ||
| Q3 24 | $11.9B | $1.7B | ||
| Q2 24 | $11.7B | $579.0M | ||
| Q1 24 | $11.7B | $582.0M |
总资产AVBRXO
| Q4 25 | $22.2B | $3.3B | ||
| Q3 25 | $21.9B | $3.2B | ||
| Q2 25 | $21.8B | $3.2B | ||
| Q1 25 | $21.2B | $3.3B | ||
| Q4 24 | $21.0B | $3.4B | ||
| Q3 24 | $21.3B | $3.4B | ||
| Q2 24 | $21.0B | $1.8B | ||
| Q1 24 | $20.6B | $1.8B |
负债/权益比AVBRXO
| Q4 25 | 0.80× | 0.25× | ||
| Q3 25 | 0.73× | 0.24× | ||
| Q2 25 | 0.72× | 0.24× | ||
| Q1 25 | 0.70× | 0.24× | ||
| Q4 24 | 0.68× | 0.22× | ||
| Q3 24 | 0.70× | 0.21× | ||
| Q2 24 | 0.71× | 0.64× | ||
| Q1 24 | 0.68× | 0.60× |
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 | $7.0M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $-9.0M |
| 自由现金流率自由现金流/营收 | 183.5% | -0.6% |
| 资本支出强度资本支出/营收 | 34.1% | 1.1% |
| 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 | $-8.0M |
8季度趋势，按日历期对齐
经营现金流AVBRXO
| Q4 25 | $1.7B | $7.0M | ||
| Q3 25 | $477.0M | $23.0M | ||
| Q2 25 | $377.8M | $23.0M | ||
| Q1 25 | $415.9M | $-2.0M | ||
| Q4 24 | $1.6B | $-7.0M | ||
| Q3 24 | $486.2M | $-7.0M | ||
| Q2 24 | $380.0M | $-5.0M | ||
| Q1 24 | $412.9M | $7.0M |
自由现金流AVBRXO
| Q4 25 | $1.4B | $-9.0M | ||
| Q3 25 | $402.2M | $9.0M | ||
| Q2 25 | $317.1M | $9.0M | ||
| Q1 25 | $367.5M | $-17.0M | ||
| Q4 24 | $1.4B | $-19.0M | ||
| Q3 24 | $434.2M | $-18.0M | ||
| Q2 24 | $333.0M | $-16.0M | ||
| Q1 24 | $375.4M | $-4.0M |
自由现金流率AVBRXO
| Q4 25 | 183.5% | -0.6% | ||
| Q3 25 | 52.5% | 0.6% | ||
| Q2 25 | 41.7% | 0.6% | ||
| Q1 25 | 49.3% | -1.2% | ||
| Q4 24 | 191.0% | -1.1% | ||
| Q3 24 | 59.1% | -1.7% | ||
| Q2 24 | 45.9% | -1.7% | ||
| Q1 24 | 52.7% | -0.4% |
资本支出强度AVBRXO
| Q4 25 | 34.1% | 1.1% | ||
| Q3 25 | 9.8% | 1.0% | ||
| Q2 25 | 8.0% | 1.0% | ||
| Q1 25 | 6.5% | 1.0% | ||
| Q4 24 | 26.1% | 0.7% | ||
| Q3 24 | 7.1% | 1.1% | ||
| Q2 24 | 6.5% | 1.2% | ||
| Q1 24 | 5.3% | 1.2% |
现金转化率AVBRXO
| 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
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
