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AvalonBay Communities（AVB）与SCANSOURCE, INC.（SCSC）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SCANSOURCE, INC.的1.0倍（$767.9M vs $766.5M），AvalonBay Communities净利率更高（9040.6% vs 2.2%，领先9038.4%），AvalonBay Communities同比增速更快（3.7% vs 2.5%），AvalonBay Communities自由现金流更多（$1.4B vs $28.9M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs 0.9%）
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。
ScanSource是全球领先的专业技术分销商，主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案，面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户，覆盖零售、医疗、工业、公共部门等领域。
AVB vs SCSC — 直观对比
营收规模更大
AVB
是对方的1.0倍
$766.5M
营收增速更快
AVB
高出1.1%
2.5%
净利率更高
AVB
高出9038.4%
2.2%
自由现金流更多
AVB
多$1.4B
$28.9M
两年增速更快
AVB
近两年复合增速
0.9%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $766.5M |
| 净利润 | $166.0M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 64.2% | 2.3% |
| 净利率 | 9040.6% | 2.2% |
| 营收同比 | 3.7% | 2.5% |
| 净利润同比 | -41.2% | -3.3% |
| 每股收益（稀释后） | $1.18 | $0.75 |
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AVBSCSC
| Q4 25 | $767.9M | $766.5M | ||
| Q3 25 | $766.8M | $739.6M | ||
| Q2 25 | $760.2M | $812.9M | ||
| Q1 25 | $745.9M | $704.8M | ||
| Q4 24 | $740.5M | $747.5M | ||
| Q3 24 | $734.3M | $775.6M | ||
| Q2 24 | $726.0M | $746.1M | ||
| Q1 24 | $712.9M | $752.6M |
净利润AVBSCSC
| Q4 25 | $166.0M | $16.5M | ||
| Q3 25 | $381.3M | $19.9M | ||
| Q2 25 | $268.7M | $20.1M | ||
| Q1 25 | $236.6M | $17.4M | ||
| Q4 24 | $282.1M | $17.1M | ||
| Q3 24 | $372.5M | $17.0M | ||
| Q2 24 | $253.9M | $16.1M | ||
| Q1 24 | $173.4M | $12.8M |
毛利率AVBSCSC
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
营业利润率AVBSCSC
| Q4 25 | 64.2% | 2.3% | ||
| Q3 25 | 65.7% | 3.5% | ||
| Q2 25 | 67.6% | 3.3% | ||
| Q1 25 | 68.5% | 3.2% | ||
| Q4 24 | 63.1% | 2.5% | ||
| Q3 24 | 65.4% | 2.3% | ||
| Q2 24 | 66.6% | 2.9% | ||
| Q1 24 | 67.2% | 2.3% |
净利率AVBSCSC
| Q4 25 | 9040.6% | 2.2% | ||
| Q3 25 | 49.7% | 2.7% | ||
| Q2 25 | 35.3% | 2.5% | ||
| Q1 25 | 31.7% | 2.5% | ||
| Q4 24 | 38.1% | 2.3% | ||
| Q3 24 | 50.7% | 2.2% | ||
| Q2 24 | 35.0% | 2.2% | ||
| Q1 24 | 24.3% | 1.7% |
每股收益（稀释后）AVBSCSC
| Q4 25 | $1.18 | $0.75 | ||
| Q3 25 | $2.68 | $0.89 | ||
| Q2 25 | $1.88 | $0.87 | ||
| Q1 25 | $1.66 | $0.74 | ||
| Q4 24 | $1.99 | $0.70 | ||
| Q3 24 | $2.61 | $0.69 | ||
| Q2 24 | $1.78 | $0.66 | ||
| Q1 24 | $1.22 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $910.9M |
| 总资产 | $22.2B | $1.7B |
| 负债/权益比越低杠杆越低 | 0.80× | — |
8季度趋势，按日历期对齐
现金及短期投资AVBSCSC
| Q4 25 | $187.2M | $83.5M | ||
| Q3 25 | $123.3M | $124.9M | ||
| Q2 25 | $102.8M | $126.2M | ||
| Q1 25 | $53.3M | $146.3M | ||
| Q4 24 | $108.6M | $110.5M | ||
| Q3 24 | $552.4M | $145.0M | ||
| Q2 24 | $545.8M | $185.5M | ||
| Q1 24 | $287.9M | $159.1M |
总债务AVBSCSC
| 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 | — | ||
| Q1 24 | $8.0B | — |
股东权益AVBSCSC
| Q4 25 | $11.6B | $910.9M | ||
| Q3 25 | $11.9B | $914.0M | ||
| Q2 25 | $11.9B | $906.4M | ||
| Q1 25 | $11.9B | $901.7M | ||
| Q4 24 | $11.9B | $900.7M | ||
| Q3 24 | $11.9B | $920.9M | ||
| Q2 24 | $11.7B | $924.3M | ||
| Q1 24 | $11.7B | $944.1M |
总资产AVBSCSC
| Q4 25 | $22.2B | $1.7B | ||
| Q3 25 | $21.9B | $1.7B | ||
| Q2 25 | $21.8B | $1.8B | ||
| Q1 25 | $21.2B | $1.7B | ||
| Q4 24 | $21.0B | $1.7B | ||
| Q3 24 | $21.3B | $1.8B | ||
| Q2 24 | $21.0B | $1.8B | ||
| Q1 24 | $20.6B | $1.8B |
负债/权益比AVBSCSC
| 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× | — | ||
| Q1 24 | 0.68× | — |
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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $28.9M |
| 自由现金流率自由现金流/营收 | 183.5% | 3.8% |
| 资本支出强度资本支出/营收 | 34.1% | 0.3% |
| 现金转化率经营现金流/净利润 | 10.07× | 1.87× |
| 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AVBSCSC
| Q4 25 | $1.7B | $30.8M | ||
| Q3 25 | $477.0M | $23.2M | ||
| Q2 25 | $377.8M | — | ||
| Q1 25 | $415.9M | $66.1M | ||
| Q4 24 | $1.6B | $-6.2M | ||
| Q3 24 | $486.2M | $44.8M | ||
| Q2 24 | $380.0M | — | ||
| Q1 24 | $412.9M | $160.2M |
自由现金流AVBSCSC
| Q4 25 | $1.4B | $28.9M | ||
| Q3 25 | $402.2M | $20.8M | ||
| Q2 25 | $317.1M | — | ||
| Q1 25 | $367.5M | $64.6M | ||
| Q4 24 | $1.4B | $-8.2M | ||
| Q3 24 | $434.2M | $42.5M | ||
| Q2 24 | $333.0M | — | ||
| Q1 24 | $375.4M | $157.7M |
自由现金流率AVBSCSC
| Q4 25 | 183.5% | 3.8% | ||
| Q3 25 | 52.5% | 2.8% | ||
| Q2 25 | 41.7% | — | ||
| Q1 25 | 49.3% | 9.2% | ||
| Q4 24 | 191.0% | -1.1% | ||
| Q3 24 | 59.1% | 5.5% | ||
| Q2 24 | 45.9% | — | ||
| Q1 24 | 52.7% | 21.0% |
资本支出强度AVBSCSC
| Q4 25 | 34.1% | 0.3% | ||
| Q3 25 | 9.8% | 0.3% | ||
| Q2 25 | 8.0% | 0.3% | ||
| Q1 25 | 6.5% | 0.2% | ||
| Q4 24 | 26.1% | 0.3% | ||
| Q3 24 | 7.1% | 0.3% | ||
| Q2 24 | 6.5% | 0.2% | ||
| Q1 24 | 5.3% | 0.3% |
现金转化率AVBSCSC
| Q4 25 | 10.07× | 1.87× | ||
| Q3 25 | 1.25× | 1.17× | ||
| Q2 25 | 1.41× | — | ||
| Q1 25 | 1.76× | 3.79× | ||
| Q4 24 | 5.70× | -0.36× | ||
| Q3 24 | 1.31× | 2.64× | ||
| Q2 24 | 1.50× | — | ||
| Q1 24 | 2.38× | 12.51× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |
