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AvalonBay Communities（AVB）与RAYONIER ADVANCED MATERIALS INC.（RYAM）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RAYONIER ADVANCED MATERIALS INC.的1.8倍（$767.9M vs $417.5M），AvalonBay Communities净利率更高（9040.6% vs -5.0%，领先9045.6%），AvalonBay Communities同比增速更快（3.7% vs -1.2%），过去两年AvalonBay Communities的营收复合增速更高（3.8% 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。
RYAM（原雷尼尔先进材料公司）是一家美国全球性纤维素技术企业，主打高纯度特种纤维素产品，所生产的天然聚合物广泛应用于过滤器生产、食品加工、医药制造及各类工业领域，同时也为造纸和包装行业供应相关产品，在纤维素技术领域拥有较高的行业认可度。
AVB vs RYAM — 直观对比
营收规模更大
AVB
是对方的1.8倍
$417.5M
营收增速更快
AVB
高出4.9%
-1.2%
净利率更高
AVB
高出9045.6%
-5.0%
两年增速更快
AVB
近两年复合增速
3.8%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $417.5M |
| 净利润 | $166.0M | $-21.1M |
| 毛利率 | — | 8.9% |
| 营业利润率 | 64.2% | 2.6% |
| 净利率 | 9040.6% | -5.0% |
| 营收同比 | 3.7% | -1.2% |
| 净利润同比 | -41.2% | -31.9% |
| 每股收益（稀释后） | $1.18 | $-0.33 |
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AVBRYAM
| Q4 25 | $767.9M | $417.5M | ||
| Q3 25 | $766.8M | $352.8M | ||
| Q2 25 | $760.2M | $340.0M | ||
| Q1 25 | $745.9M | $356.0M | ||
| Q4 24 | $740.5M | $422.5M | ||
| Q3 24 | $734.3M | $401.1M | ||
| Q2 24 | $726.0M | $419.0M | ||
| Q1 24 | $712.9M | $387.7M |
净利润AVBRYAM
| Q4 25 | $166.0M | $-21.1M | ||
| Q3 25 | $381.3M | $-4.5M | ||
| Q2 25 | $268.7M | $-363.2M | ||
| Q1 25 | $236.6M | $-32.0M | ||
| Q4 24 | $282.1M | $-16.0M | ||
| Q3 24 | $372.5M | $-32.6M | ||
| Q2 24 | $253.9M | $11.4M | ||
| Q1 24 | $173.4M | $-1.6M |
毛利率AVBRYAM
| Q4 25 | — | 8.9% | ||
| Q3 25 | — | 9.7% | ||
| Q2 25 | — | 7.0% | ||
| Q1 25 | — | 6.8% | ||
| Q4 24 | — | 8.7% | ||
| Q3 24 | — | 10.9% | ||
| Q2 24 | — | 11.5% | ||
| Q1 24 | — | 9.5% |
营业利润率AVBRYAM
| Q4 25 | 64.2% | 2.6% | ||
| Q3 25 | 65.7% | 2.8% | ||
| Q2 25 | 67.6% | -0.4% | ||
| Q1 25 | 68.5% | -4.2% | ||
| Q4 24 | 63.1% | 2.6% | ||
| Q3 24 | 65.4% | -4.2% | ||
| Q2 24 | 66.6% | 6.7% | ||
| Q1 24 | 67.2% | 4.4% |
净利率AVBRYAM
| Q4 25 | 9040.6% | -5.0% | ||
| Q3 25 | 49.7% | -1.3% | ||
| Q2 25 | 35.3% | -106.8% | ||
| Q1 25 | 31.7% | -9.0% | ||
| Q4 24 | 38.1% | -3.8% | ||
| Q3 24 | 50.7% | -8.1% | ||
| Q2 24 | 35.0% | 2.7% | ||
| Q1 24 | 24.3% | -0.4% |
每股收益（稀释后）AVBRYAM
| Q4 25 | $1.18 | $-0.33 | ||
| Q3 25 | $2.68 | $-0.07 | ||
| Q2 25 | $1.88 | $-5.44 | ||
| Q1 25 | $1.66 | $-0.49 | ||
| Q4 24 | $1.99 | $-0.25 | ||
| Q3 24 | $2.61 | $-0.49 | ||
| Q2 24 | $1.78 | $0.17 | ||
| Q1 24 | $1.22 | $-0.02 |
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 | $75.4M |
| 总债务越低越好 | $9.3B | $758.1M |
| 股东权益账面价值 | $11.6B | $316.6M |
| 总资产 | $22.2B | $1.8B |
| 负债/权益比越低杠杆越低 | 0.80× | 2.39× |
8季度趋势，按日历期对齐
现金及短期投资AVBRYAM
| Q4 25 | $187.2M | $75.4M | ||
| Q3 25 | $123.3M | $77.0M | ||
| Q2 25 | $102.8M | $70.7M | ||
| Q1 25 | $53.3M | $129.9M | ||
| Q4 24 | $108.6M | $125.2M | ||
| Q3 24 | $552.4M | $136.1M | ||
| Q2 24 | $545.8M | $114.1M | ||
| Q1 24 | $287.9M | $54.6M |
总债务AVBRYAM
| Q4 25 | $9.3B | $758.1M | ||
| Q3 25 | $8.7B | $763.5M | ||
| Q2 25 | $8.7B | $720.4M | ||
| Q1 25 | $8.3B | $707.0M | ||
| Q4 24 | $8.1B | $706.4M | ||
| Q3 24 | $8.4B | $747.7M | ||
| Q2 24 | $8.4B | $752.8M | ||
| Q1 24 | $8.0B | $755.6M |
股东权益AVBRYAM
| Q4 25 | $11.6B | $316.6M | ||
| Q3 25 | $11.9B | $338.2M | ||
| Q2 25 | $11.9B | $342.3M | ||
| Q1 25 | $11.9B | $688.1M | ||
| Q4 24 | $11.9B | $713.9M | ||
| Q3 24 | $11.9B | $732.7M | ||
| Q2 24 | $11.7B | $755.1M | ||
| Q1 24 | $11.7B | $741.8M |
总资产AVBRYAM
| Q4 25 | $22.2B | $1.8B | ||
| Q3 25 | $21.9B | $1.8B | ||
| Q2 25 | $21.8B | $1.8B | ||
| Q1 25 | $21.2B | $2.1B | ||
| Q4 24 | $21.0B | $2.1B | ||
| Q3 24 | $21.3B | $2.2B | ||
| Q2 24 | $21.0B | $2.2B | ||
| Q1 24 | $20.6B | $2.1B |
负债/权益比AVBRYAM
| Q4 25 | 0.80× | 2.39× | ||
| Q3 25 | 0.73× | 2.26× | ||
| Q2 25 | 0.72× | 2.10× | ||
| Q1 25 | 0.70× | 1.03× | ||
| Q4 24 | 0.68× | 0.99× | ||
| Q3 24 | 0.70× | 1.02× | ||
| Q2 24 | 0.71× | 1.00× | ||
| Q1 24 | 0.68× | 1.02× |
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 | $32.3M |
| 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AVBRYAM
| Q4 25 | $1.7B | $32.3M | ||
| Q3 25 | $477.0M | $-17.8M | ||
| Q2 25 | $377.8M | $-30.2M | ||
| Q1 25 | $415.9M | $39.6M | ||
| Q4 24 | $1.6B | $54.9M | ||
| Q3 24 | $486.2M | $49.8M | ||
| Q2 24 | $380.0M | $87.6M | ||
| Q1 24 | $412.9M | $11.3M |
自由现金流AVBRYAM
| 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 | — | ||
| Q1 24 | $375.4M | — |
自由现金流率AVBRYAM
| 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% | — | ||
| Q1 24 | 52.7% | — |
资本支出强度AVBRYAM
| 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% | — | ||
| Q1 24 | 5.3% | — |
现金转化率AVBRYAM
| 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× | 7.69× | ||
| 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
RYAM
| Cellulose Specialties | $249.6M | 60% |
| Other | $86.2M | 21% |
| Paperboard | $44.2M | 11% |
| High Yield Pulp | $28.3M | 7% |
| Biomaterials | $9.2M | 2% |
