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AvalonBay Communities(AVB)与Uniti Group Inc.(UNIT)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Uniti Group Inc.的1.1倍($767.9M vs $722.6M),AvalonBay Communities净利率更高(9040.6% vs 222.7%,领先8817.9%)
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。
Uniti Group Inc.是源自瑞典的汽车初创企业,2016年1月由首席执行官刘易斯·霍恩带领的学生与工程师团队在瑞典隆德成立,主打微型电动汽车的研发,曾推出电动汽车原型产品。该公司始终未向用户交付任何量产产品,于2022年4月申请破产。
AVB vs UNIT — 直观对比
营收规模更大
AVB
是对方的1.1倍
$722.6M
净利率更高
AVB
高出8817.9%
222.7%
损益表 — Q4 FY2025 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $767.9M | $722.6M |
| 净利润 | $166.0M | $1.6B |
| 毛利率 | — | — |
| 营业利润率 | 64.2% | -5.9% |
| 净利率 | 9040.6% | 222.7% |
| 营收同比 | 3.7% | — |
| 净利润同比 | -41.2% | — |
| 每股收益(稀释后) | $1.18 | $4.92 |
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
AVB
UNIT
| Q4 25 | $767.9M | — | ||
| Q3 25 | $766.8M | $722.6M | ||
| Q2 25 | $760.2M | — | ||
| Q1 25 | $745.9M | — | ||
| Q4 24 | $740.5M | — | ||
| Q3 24 | $734.3M | — | ||
| Q2 24 | $726.0M | — | ||
| Q1 24 | $712.9M | — |
净利润
AVB
UNIT
| Q4 25 | $166.0M | — | ||
| Q3 25 | $381.3M | $1.6B | ||
| Q2 25 | $268.7M | — | ||
| Q1 25 | $236.6M | — | ||
| Q4 24 | $282.1M | — | ||
| Q3 24 | $372.5M | — | ||
| Q2 24 | $253.9M | — | ||
| Q1 24 | $173.4M | — |
营业利润率
AVB
UNIT
| Q4 25 | 64.2% | — | ||
| Q3 25 | 65.7% | -5.9% | ||
| Q2 25 | 67.6% | — | ||
| Q1 25 | 68.5% | — | ||
| Q4 24 | 63.1% | — | ||
| Q3 24 | 65.4% | — | ||
| Q2 24 | 66.6% | — | ||
| Q1 24 | 67.2% | — |
净利率
AVB
UNIT
| Q4 25 | 9040.6% | — | ||
| Q3 25 | 49.7% | 222.7% | ||
| Q2 25 | 35.3% | — | ||
| Q1 25 | 31.7% | — | ||
| Q4 24 | 38.1% | — | ||
| Q3 24 | 50.7% | — | ||
| Q2 24 | 35.0% | — | ||
| Q1 24 | 24.3% | — |
每股收益(稀释后)
AVB
UNIT
| Q4 25 | $1.18 | — | ||
| Q3 25 | $2.68 | $4.92 | ||
| Q2 25 | $1.88 | — | ||
| Q1 25 | $1.66 | — | ||
| Q4 24 | $1.99 | — | ||
| Q3 24 | $2.61 | — | ||
| Q2 24 | $1.78 | — | ||
| Q1 24 | $1.22 | — |
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 | $158.0M |
| 总债务越低越好 | $9.3B | $9.3B |
| 股东权益账面价值 | $11.6B | $680.7M |
| 总资产 | $22.2B | $12.1B |
| 负债/权益比越低杠杆越低 | 0.80× | 13.64× |
8季度趋势,按日历期对齐
现金及短期投资
AVB
UNIT
| Q4 25 | $187.2M | — | ||
| Q3 25 | $123.3M | $158.0M | ||
| Q2 25 | $102.8M | — | ||
| Q1 25 | $53.3M | — | ||
| Q4 24 | $108.6M | — | ||
| Q3 24 | $552.4M | — | ||
| Q2 24 | $545.8M | — | ||
| Q1 24 | $287.9M | — |
总债务
AVB
UNIT
| Q4 25 | $9.3B | — | ||
| Q3 25 | $8.7B | $9.3B | ||
| 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
AVB
UNIT
| Q4 25 | $11.6B | — | ||
| Q3 25 | $11.9B | $680.7M | ||
| Q2 25 | $11.9B | — | ||
| Q1 25 | $11.9B | — | ||
| Q4 24 | $11.9B | — | ||
| Q3 24 | $11.9B | — | ||
| Q2 24 | $11.7B | — | ||
| Q1 24 | $11.7B | — |
总资产
AVB
UNIT
| Q4 25 | $22.2B | — | ||
| Q3 25 | $21.9B | $12.1B | ||
| Q2 25 | $21.8B | — | ||
| Q1 25 | $21.2B | — | ||
| Q4 24 | $21.0B | — | ||
| Q3 24 | $21.3B | — | ||
| Q2 24 | $21.0B | — | ||
| Q1 24 | $20.6B | — |
负债/权益比
AVB
UNIT
| Q4 25 | 0.80× | — | ||
| Q3 25 | 0.73× | 13.64× | ||
| 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 | $229.8M |
| 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× | 0.14× |
| 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
AVB
UNIT
| Q4 25 | $1.7B | — | ||
| Q3 25 | $477.0M | $229.8M | ||
| Q2 25 | $377.8M | — | ||
| Q1 25 | $415.9M | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $486.2M | — | ||
| Q2 24 | $380.0M | — | ||
| Q1 24 | $412.9M | — |
自由现金流
AVB
UNIT
| 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
AVB
UNIT
| 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
AVB
UNIT
| 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
AVB
UNIT
| Q4 25 | 10.07× | — | ||
| Q3 25 | 1.25× | 0.14× | ||
| 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
UNIT
| Revenue And Sales | $315.5M | 44% |
| DSL Subscriber And Other | $102.7M | 14% |
| Fiber Subscriber | $77.7M | 11% |
| Business Services | $66.4M | 9% |
| Uniti Fiber | $55.7M | 8% |
| Wholesale | $54.8M | 8% |
| Sales Revenue | $27.3M | 4% |
| Time Division Multiplexing | $8.7M | 1% |
| Switched Access | $2.2M | 0% |