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AvalonBay Communities（AVB）与森萨塔科技（ST）财务数据对比。点击上方公司名可切换其他公司
森萨塔科技的季度营收约是AvalonBay Communities的1.2倍（$934.8M vs $767.9M），AvalonBay Communities净利率更高（9040.6% vs 9.3%，领先9031.3%），AvalonBay Communities同比增速更快（3.7% vs 2.6%），AvalonBay Communities自由现金流更多（$1.4B vs $104.6M），过去两年AvalonBay Communities的营收复合增速更高（3.8% vs -5.0%）
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。
森萨塔科技控股有限公司是全球领先的工业科技企业，主营传感器、电气保护及控制解决方案的研发、生产与销售，产品覆盖汽车、工业、航空航天、暖通空调、电信等多个下游领域，服务全球制造类企业客户。
AVB vs ST — 直观对比
营收规模更大
ST
是对方的1.2倍
$767.9M
营收增速更快
AVB
高出1.1%
2.6%
净利率更高
AVB
高出9031.3%
9.3%
自由现金流更多
AVB
多$1.3B
$104.6M
两年增速更快
AVB
近两年复合增速
-5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $767.9M | $934.8M |
| 净利润 | $166.0M | $87.1M |
| 毛利率 | — | 30.6% |
| 营业利润率 | 64.2% | 15.1% |
| 净利率 | 9040.6% | 9.3% |
| 营收同比 | 3.7% | 2.6% |
| 净利润同比 | -41.2% | 24.6% |
| 每股收益（稀释后） | $1.18 | $0.59 |
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AVBST
| Q1 26 | — | $934.8M | ||
| Q4 25 | $767.9M | $917.9M | ||
| Q3 25 | $766.8M | $932.0M | ||
| Q2 25 | $760.2M | $943.4M | ||
| Q1 25 | $745.9M | $911.3M | ||
| Q4 24 | $740.5M | $907.7M | ||
| Q3 24 | $734.3M | $982.8M | ||
| Q2 24 | $726.0M | $1.0B |
净利润AVBST
| Q1 26 | — | $87.1M | ||
| Q4 25 | $166.0M | $63.2M | ||
| Q3 25 | $381.3M | $-162.5M | ||
| Q2 25 | $268.7M | $60.7M | ||
| Q1 25 | $236.6M | $69.9M | ||
| Q4 24 | $282.1M | $5.8M | ||
| Q3 24 | $372.5M | $-25.0M | ||
| Q2 24 | $253.9M | $71.7M |
毛利率AVBST
| Q1 26 | — | 30.6% | ||
| Q4 25 | — | 29.0% | ||
| Q3 25 | — | 27.8% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.9% | ||
| Q4 24 | — | 27.1% | ||
| Q3 24 | — | 28.6% | ||
| Q2 24 | — | 30.0% |
营业利润率AVBST
| Q1 26 | — | 15.1% | ||
| Q4 25 | 64.2% | 10.9% | ||
| Q3 25 | 65.7% | -13.2% | ||
| Q2 25 | 67.6% | 14.6% | ||
| Q1 25 | 68.5% | 13.4% | ||
| Q4 24 | 63.1% | 8.1% | ||
| Q3 24 | 65.4% | -20.3% | ||
| Q2 24 | 66.6% | 12.5% |
净利率AVBST
| Q1 26 | — | 9.3% | ||
| Q4 25 | 9040.6% | 6.9% | ||
| Q3 25 | 49.7% | -17.4% | ||
| Q2 25 | 35.3% | 6.4% | ||
| Q1 25 | 31.7% | 7.7% | ||
| Q4 24 | 38.1% | 0.6% | ||
| Q3 24 | 50.7% | -2.5% | ||
| Q2 24 | 35.0% | 6.9% |
每股收益（稀释后）AVBST
| Q1 26 | — | $0.59 | ||
| Q4 25 | $1.18 | $0.45 | ||
| Q3 25 | $2.68 | $-1.12 | ||
| Q2 25 | $1.88 | $0.41 | ||
| Q1 25 | $1.66 | $0.47 | ||
| Q4 24 | $1.99 | $0.05 | ||
| Q3 24 | $2.61 | $-0.17 | ||
| Q2 24 | $1.78 | $0.47 |
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 | $635.1M |
| 总债务越低越好 | $9.3B | — |
| 股东权益账面价值 | $11.6B | $2.9B |
| 总资产 | $22.2B | $6.8B |
| 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AVBST
| Q1 26 | — | $635.1M | ||
| Q4 25 | $187.2M | $573.0M | ||
| Q3 25 | $123.3M | $791.3M | ||
| Q2 25 | $102.8M | $661.8M | ||
| Q1 25 | $53.3M | $588.1M | ||
| Q4 24 | $108.6M | $593.7M | ||
| Q3 24 | $552.4M | $506.2M | ||
| Q2 24 | $545.8M | $1.0B |
总债务AVBST
| Q1 26 | — | — | ||
| Q4 25 | $9.3B | $2.8B | ||
| Q3 25 | $8.7B | — | ||
| Q2 25 | $8.7B | — | ||
| Q1 25 | $8.3B | — | ||
| Q4 24 | $8.1B | $3.2B | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — |
股东权益AVBST
| Q1 26 | — | $2.9B | ||
| Q4 25 | $11.6B | $2.8B | ||
| Q3 25 | $11.9B | $2.7B | ||
| Q2 25 | $11.9B | $2.9B | ||
| Q1 25 | $11.9B | $2.8B | ||
| Q4 24 | $11.9B | $2.9B | ||
| Q3 24 | $11.9B | $3.0B | ||
| Q2 24 | $11.7B | $3.0B |
总资产AVBST
| Q1 26 | — | $6.8B | ||
| Q4 25 | $22.2B | $6.8B | ||
| Q3 25 | $21.9B | $7.1B | ||
| Q2 25 | $21.8B | $7.3B | ||
| Q1 25 | $21.2B | $7.2B | ||
| Q4 24 | $21.0B | $7.1B | ||
| Q3 24 | $21.3B | $7.3B | ||
| Q2 24 | $21.0B | $8.2B |
负债/权益比AVBST
| Q1 26 | — | — | ||
| Q4 25 | 0.80× | 1.02× | ||
| Q3 25 | 0.73× | — | ||
| Q2 25 | 0.72× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 0.68× | 1.11× | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — |
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 | $122.5M |
| 自由现金流经营现金流 - 资本支出 | $1.4B | $104.6M |
| 自由现金流率自由现金流/营收 | 183.5% | 11.2% |
| 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× | 1.41× |
| 过去12个月自由现金流最近4个季度 | $2.5B | $508.3M |
8季度趋势，按日历期对齐
经营现金流AVBST
| Q1 26 | — | $122.5M | ||
| Q4 25 | $1.7B | $201.5M | ||
| Q3 25 | $477.0M | $159.9M | ||
| Q2 25 | $377.8M | $140.9M | ||
| Q1 25 | $415.9M | $119.2M | ||
| Q4 24 | $1.6B | $170.7M | ||
| Q3 24 | $486.2M | $130.9M | ||
| Q2 24 | $380.0M | $143.5M |
自由现金流AVBST
| Q1 26 | — | $104.6M | ||
| Q4 25 | $1.4B | $151.9M | ||
| Q3 25 | $402.2M | $136.2M | ||
| Q2 25 | $317.1M | $115.5M | ||
| Q1 25 | $367.5M | $86.6M | ||
| Q4 24 | $1.4B | $138.9M | ||
| Q3 24 | $434.2M | $91.3M | ||
| Q2 24 | $333.0M | $98.4M |
自由现金流率AVBST
| Q1 26 | — | 11.2% | ||
| Q4 25 | 183.5% | 16.6% | ||
| Q3 25 | 52.5% | 14.6% | ||
| Q2 25 | 41.7% | 12.2% | ||
| Q1 25 | 49.3% | 9.5% | ||
| Q4 24 | 191.0% | 15.3% | ||
| Q3 24 | 59.1% | 9.3% | ||
| Q2 24 | 45.9% | 9.5% |
资本支出强度AVBST
| Q1 26 | — | — | ||
| Q4 25 | 34.1% | 5.4% | ||
| Q3 25 | 9.8% | 2.5% | ||
| Q2 25 | 8.0% | 2.7% | ||
| Q1 25 | 6.5% | 3.6% | ||
| Q4 24 | 26.1% | 3.5% | ||
| Q3 24 | 7.1% | 4.0% | ||
| Q2 24 | 6.5% | 4.4% |
现金转化率AVBST
| Q1 26 | — | 1.41× | ||
| Q4 25 | 10.07× | 3.19× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | 2.32× | ||
| Q1 25 | 1.76× | 1.70× | ||
| Q4 24 | 5.70× | 29.50× | ||
| Q3 24 | 1.31× | — | ||
| Q2 24 | 1.50× | 2.00× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
