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Side-by-side financial comparison of AXIS CAPITAL HOLDINGS LTD (AXS) and RPM INTERNATIONAL INC (RPM). Click either name above to swap in a different company.

RPM INTERNATIONAL INC is the larger business by last-quarter revenue ($1.9B vs $1.6B, roughly 1.2× AXIS CAPITAL HOLDINGS LTD). AXIS CAPITAL HOLDINGS LTD runs the higher net margin — 15.5% vs 8.4%, a 7.1% gap on every dollar of revenue. On growth, AXIS CAPITAL HOLDINGS LTD posted the faster year-over-year revenue change (8.0% vs 3.5%). Over the past eight quarters, RPM INTERNATIONAL INC's revenue compounded faster (12.0% CAGR vs 6.4%).

AXIS Capital Holdings Limited is the holding company for AXIS group of companies. It offers various risk transfer products and services through subsidiaries and branch networks in Bermuda, the United States, Canada, Europe and Singapore. The company offers insurance services including property, professional lines, terrorism, marine, energy, environmental and other insurance. The reinsurance services include property, professional lines, credit and bond, and others.

BVS Entertainment, Inc., formerly known as Saban Productions, Saban International and Saban Entertainment, is a subsidiary of the Walt Disney Company. Founded on April 24, 1980, as a music production company by Haim Saban and Shuki Levy, it slowly transitioned to or gravitated towards television production and distribution, where it is most known for producing and distributing children's programs for Fox Family/ABC Family and defunct channels Fox Kids and Jetix.

AXS vs RPM — Head-to-Head

Bigger by revenue
RPM
RPM
1.2× larger
RPM
$1.9B
$1.6B
AXS
Growing faster (revenue YoY)
AXS
AXS
+4.5% gap
AXS
8.0%
3.5%
RPM
Higher net margin
AXS
AXS
7.1% more per $
AXS
15.5%
8.4%
RPM
Faster 2-yr revenue CAGR
RPM
RPM
Annualised
RPM
12.0%
6.4%
AXS

Income Statement — Q1 FY2026 vs Q2 FY2026

Metric
AXS
AXS
RPM
RPM
Revenue
$1.6B
$1.9B
Net Profit
$254.8M
$161.2M
Gross Margin
40.8%
Operating Margin
15.6%
11.0%
Net Margin
15.5%
8.4%
Revenue YoY
8.0%
3.5%
Net Profit YoY
31.3%
-12.0%
EPS (diluted)
$1.26

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
AXS
AXS
RPM
RPM
Q1 26
$1.6B
Q4 25
$1.7B
$1.9B
Q3 25
$1.7B
$2.1B
Q2 25
$1.6B
$2.1B
Q1 25
$1.5B
$1.5B
Q4 24
$1.5B
$1.8B
Q3 24
$1.6B
$2.0B
Q2 24
$1.5B
$2.0B
Net Profit
AXS
AXS
RPM
RPM
Q1 26
$254.8M
Q4 25
$289.6M
$161.2M
Q3 25
$301.9M
$227.6M
Q2 25
$223.4M
$225.8M
Q1 25
$194.1M
$52.0M
Q4 24
$293.6M
$183.2M
Q3 24
$180.7M
$227.7M
Q2 24
$212.0M
$180.6M
Gross Margin
AXS
AXS
RPM
RPM
Q1 26
Q4 25
40.8%
Q3 25
42.3%
Q2 25
42.4%
Q1 25
38.4%
Q4 24
41.4%
Q3 24
42.5%
Q2 24
41.4%
Operating Margin
AXS
AXS
RPM
RPM
Q1 26
15.6%
Q4 25
19.0%
11.0%
Q3 25
22.1%
14.1%
Q2 25
17.2%
11.9%
Q1 25
15.5%
2.8%
Q4 24
18.6%
11.5%
Q3 24
14.2%
14.8%
Q2 24
17.4%
11.9%
Net Margin
AXS
AXS
RPM
RPM
Q1 26
15.5%
Q4 25
16.7%
8.4%
Q3 25
18.0%
10.8%
Q2 25
13.7%
10.8%
Q1 25
12.8%
3.5%
Q4 24
20.0%
9.9%
Q3 24
11.2%
11.6%
Q2 24
14.6%
9.0%
EPS (diluted)
AXS
AXS
RPM
RPM
Q1 26
Q4 25
$3.63
$1.26
Q3 25
$3.74
$1.77
Q2 25
$2.72
$1.76
Q1 25
$2.26
$0.40
Q4 24
$3.38
$1.42
Q3 24
$2.04
$1.77
Q2 24
$2.40
$1.40

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
AXS
AXS
RPM
RPM
Cash + ST InvestmentsLiquidity on hand
$862.5M
$316.6M
Total DebtLower is stronger
$2.5B
Stockholders' EquityBook value
$6.4B
$3.1B
Total Assets
$35.6B
$7.9B
Debt / EquityLower = less leverage
0.80×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
AXS
AXS
RPM
RPM
Q1 26
$862.5M
Q4 25
$820.3M
$316.6M
Q3 25
$825.9M
$297.1M
Q2 25
$852.1M
$302.1M
Q1 25
$2.8B
$241.9M
Q4 24
$2.1B
$268.7M
Q3 24
$981.0M
$231.6M
Q2 24
$1.1B
$237.4M
Total Debt
AXS
AXS
RPM
RPM
Q1 26
Q4 25
$2.5B
Q3 25
$2.7B
Q2 25
$2.6B
Q1 25
$2.1B
Q4 24
$2.0B
Q3 24
$2.0B
Q2 24
$2.0B
Stockholders' Equity
AXS
AXS
RPM
RPM
Q1 26
$6.4B
Q4 25
$6.4B
$3.1B
Q3 25
$6.4B
$3.1B
Q2 25
$6.2B
$2.9B
Q1 25
$5.9B
$2.7B
Q4 24
$6.1B
$2.7B
Q3 24
$6.1B
$2.6B
Q2 24
$5.7B
$2.5B
Total Assets
AXS
AXS
RPM
RPM
Q1 26
$35.6B
Q4 25
$34.5B
$7.9B
Q3 25
$34.3B
$7.9B
Q2 25
$34.2B
$7.8B
Q1 25
$33.2B
$6.6B
Q4 24
$32.5B
$6.7B
Q3 24
$32.7B
$6.6B
Q2 24
$32.1B
$6.6B
Debt / Equity
AXS
AXS
RPM
RPM
Q1 26
Q4 25
0.80×
Q3 25
0.87×
Q2 25
0.91×
Q1 25
0.78×
Q4 24
0.74×
Q3 24
0.77×
Q2 24
0.79×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
AXS
AXS
RPM
RPM
Operating Cash FlowLast quarter
$345.7M
Free Cash FlowOCF − Capex
$296.4M
FCF MarginFCF / Revenue
15.5%
Capex IntensityCapex / Revenue
2.6%
Cash ConversionOCF / Net Profit
2.14×
TTM Free Cash FlowTrailing 4 quarters
$582.9M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
AXS
AXS
RPM
RPM
Q1 26
Q4 25
$630.4M
$345.7M
Q3 25
$673.8M
$237.5M
Q2 25
$-1.7B
$149.2M
Q1 25
$309.1M
$91.5M
Q4 24
$355.5M
$279.4M
Q3 24
$587.0M
$248.1M
Q2 24
$518.1M
$181.2M
Free Cash Flow
AXS
AXS
RPM
RPM
Q1 26
Q4 25
$296.4M
Q3 25
$175.0M
Q2 25
$78.2M
Q1 25
$33.3M
Q4 24
$229.5M
Q3 24
$197.3M
Q2 24
$105.3M
FCF Margin
AXS
AXS
RPM
RPM
Q1 26
Q4 25
15.5%
Q3 25
8.3%
Q2 25
3.8%
Q1 25
2.3%
Q4 24
12.4%
Q3 24
10.0%
Q2 24
5.2%
Capex Intensity
AXS
AXS
RPM
RPM
Q1 26
Q4 25
2.6%
Q3 25
3.0%
Q2 25
3.4%
Q1 25
3.9%
Q4 24
2.7%
Q3 24
2.6%
Q2 24
3.8%
Cash Conversion
AXS
AXS
RPM
RPM
Q1 26
Q4 25
2.18×
2.14×
Q3 25
2.23×
1.04×
Q2 25
-7.41×
0.66×
Q1 25
1.59×
1.76×
Q4 24
1.21×
1.53×
Q3 24
3.25×
1.09×
Q2 24
2.44×
1.00×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

AXS
AXS

Segment breakdown not available.

RPM
RPM

Construction Products Group Segment$737.4M39%
Consumer Segment$638.6M33%
Performance Coatings Group Segment$533.8M28%

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