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AAON, INC.（AAON）与Axos Financial, Inc.（AX）财务数据对比。点击上方公司名可切换其他公司
AAON, INC.的季度营收约是Axos Financial, Inc.的1.1倍（$424.2M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 7.6%，领先25.8%），AAON, INC.同比增速更快（42.5% vs 25.1%），过去两年AAON, INC.的营收复合增速更高（27.2% vs 14.3%）
AAON公司是商用及工业领域暖通空调设备专业生产商，总部位于美国俄克拉荷马州塔尔萨市，在得克萨斯州朗维尤、密苏里州帕克维尔、俄勒冈州雷德蒙德设有生产基地，全球员工约4000人，年销售额超8.8亿美元。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
AAON vs AX — 直观对比
营收规模更大
AAON
是对方的1.1倍
$385.1M
营收增速更快
AAON
高出17.4%
25.1%
净利率更高
AX
高出25.8%
7.6%
两年增速更快
AAON
近两年复合增速
14.3%
损益表 — Q4 FY2025 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $424.2M | $385.1M |
| 净利润 | $32.0M | $128.4M |
| 毛利率 | 25.9% | — |
| 营业利润率 | 10.4% | 45.6% |
| 净利率 | 7.6% | 33.3% |
| 营收同比 | 42.5% | 25.1% |
| 净利润同比 | 29.7% | 22.6% |
| 每股收益（稀释后） | $0.38 | $2.22 |
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AAONAX
| Q4 25 | $424.2M | $385.1M | ||
| Q3 25 | $384.2M | $323.4M | ||
| Q2 25 | $311.6M | $321.4M | ||
| Q1 25 | $322.1M | $308.8M | ||
| Q4 24 | $297.7M | $307.9M | ||
| Q3 24 | $327.3M | $320.7M | ||
| Q2 24 | $313.6M | $290.9M | ||
| Q1 24 | $262.1M | $294.8M |
净利润AAONAX
| Q4 25 | $32.0M | $128.4M | ||
| Q3 25 | $30.8M | $112.4M | ||
| Q2 25 | $15.5M | $110.7M | ||
| Q1 25 | $29.3M | $105.2M | ||
| Q4 24 | $24.7M | $104.7M | ||
| Q3 24 | $52.6M | $112.3M | ||
| Q2 24 | $52.2M | $104.9M | ||
| Q1 24 | $39.0M | $110.7M |
毛利率AAONAX
| Q4 25 | 25.9% | — | ||
| Q3 25 | 27.8% | — | ||
| Q2 25 | 26.6% | — | ||
| Q1 25 | 26.8% | — | ||
| Q4 24 | 26.1% | — | ||
| Q3 24 | 34.9% | — | ||
| Q2 24 | 36.1% | — | ||
| Q1 24 | 35.2% | — |
营业利润率AAONAX
| Q4 25 | 10.4% | 45.6% | ||
| Q3 25 | 11.3% | 46.3% | ||
| Q2 25 | 7.6% | 48.5% | ||
| Q1 25 | 10.9% | 47.9% | ||
| Q4 24 | 9.9% | 48.8% | ||
| Q3 24 | 20.0% | 49.6% | ||
| Q2 24 | 21.4% | 49.6% | ||
| Q1 24 | 17.9% | 52.8% |
净利率AAONAX
| Q4 25 | 7.6% | 33.3% | ||
| Q3 25 | 8.0% | 34.7% | ||
| Q2 25 | 5.0% | 34.4% | ||
| Q1 25 | 9.1% | 34.1% | ||
| Q4 24 | 8.3% | 34.0% | ||
| Q3 24 | 16.1% | 35.0% | ||
| Q2 24 | 16.7% | 36.0% | ||
| Q1 24 | 14.9% | 37.6% |
每股收益（稀释后）AAONAX
| Q4 25 | $0.38 | $2.22 | ||
| Q3 25 | $0.37 | $1.94 | ||
| Q2 25 | $0.19 | $1.89 | ||
| Q1 25 | $0.35 | $1.81 | ||
| Q4 24 | $0.31 | $1.80 | ||
| Q3 24 | $0.63 | $1.93 | ||
| Q2 24 | $0.62 | $1.75 | ||
| Q1 24 | $0.46 | $1.91 |
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 | $13.0K | $1.0B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $895.0M | $2.9B |
| 总资产 | $1.7B | $28.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AAONAX
| Q4 25 | $13.0K | $1.0B | ||
| Q3 25 | $1.0M | $2.6B | ||
| Q2 25 | $14.0K | $1.9B | ||
| Q1 25 | $994.0K | $2.0B | ||
| Q4 24 | $14.0K | $2.4B | ||
| Q3 24 | $15.0K | $2.6B | ||
| Q2 24 | $13.0K | $2.0B | ||
| Q1 24 | $8.4M | $2.1B |
总债务AAONAX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $312.7M | ||
| Q1 25 | — | $377.4M | ||
| Q4 24 | — | $358.7M | ||
| Q3 24 | — | $313.5M | ||
| Q2 24 | — | $325.7M | ||
| Q1 24 | — | $330.4M |
股东权益AAONAX
| Q4 25 | $895.0M | $2.9B | ||
| Q3 25 | $863.1M | $2.8B | ||
| Q2 25 | $832.7M | $2.7B | ||
| Q1 25 | $815.9M | $2.6B | ||
| Q4 24 | $824.6M | $2.5B | ||
| Q3 24 | $796.9M | $2.4B | ||
| Q2 24 | $740.5M | $2.3B | ||
| Q1 24 | $784.8M | $2.2B |
总资产AAONAX
| Q4 25 | $1.7B | $28.2B | ||
| Q3 25 | $1.5B | $27.4B | ||
| Q2 25 | $1.4B | $24.8B | ||
| Q1 25 | $1.3B | $24.0B | ||
| Q4 24 | $1.2B | $23.7B | ||
| Q3 24 | $1.0B | $23.6B | ||
| Q2 24 | $1.0B | $22.9B | ||
| Q1 24 | $952.9M | $22.6B |
负债/权益比AAONAX
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.15× |
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 | $19.3M | $104.1M |
| 自由现金流经营现金流 - 资本支出 | — | $85.4M |
| 自由现金流率自由现金流/营收 | — | 22.2% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 现金转化率经营现金流/净利润 | 0.60× | 0.81× |
| 过去12个月自由现金流最近4个季度 | — | $695.9M |
8季度趋势，按日历期对齐
经营现金流AAONAX
| Q4 25 | $19.3M | $104.1M | ||
| Q3 25 | $12.3M | $118.4M | ||
| Q2 25 | $-21.8M | $490.3M | ||
| Q1 25 | $-9.2M | $73.7M | ||
| Q4 24 | $845.0K | $162.5M | ||
| Q3 24 | $63.8M | $70.8M | ||
| Q2 24 | $35.5M | $305.5M | ||
| Q1 24 | $92.4M | $115.8M |
自由现金流AAONAX
| Q4 25 | — | $85.4M | ||
| Q3 25 | — | $109.3M | ||
| Q2 25 | — | $436.1M | ||
| Q1 25 | — | $65.1M | ||
| Q4 24 | — | $156.4M | ||
| Q3 24 | — | $53.0M | ||
| Q2 24 | — | $269.5M | ||
| Q1 24 | — | $107.3M |
自由现金流率AAONAX
| Q4 25 | — | 22.2% | ||
| Q3 25 | — | 33.8% | ||
| Q2 25 | — | 135.7% | ||
| Q1 25 | — | 21.1% | ||
| Q4 24 | — | 50.8% | ||
| Q3 24 | — | 16.5% | ||
| Q2 24 | — | 92.6% | ||
| Q1 24 | — | 36.4% |
资本支出强度AAONAX
| Q4 25 | — | 4.9% | ||
| Q3 25 | — | 2.8% | ||
| Q2 25 | — | 16.9% | ||
| Q1 25 | — | 2.8% | ||
| Q4 24 | — | 2.0% | ||
| Q3 24 | — | 5.5% | ||
| Q2 24 | — | 12.4% | ||
| Q1 24 | — | 2.9% |
现金转化率AAONAX
| Q4 25 | 0.60× | 0.81× | ||
| Q3 25 | 0.40× | 1.05× | ||
| Q2 25 | -1.41× | 4.43× | ||
| Q1 25 | -0.31× | 0.70× | ||
| Q4 24 | 0.03× | 1.55× | ||
| Q3 24 | 1.21× | 0.63× | ||
| Q2 24 | 0.68× | 2.91× | ||
| Q1 24 | 2.37× | 1.05× |
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
AAON
| AAON Oklahoma | $215.5M | 51% |
| Bas X | $106.1M | 25% |
| AAON Coil Products | $102.6M | 24% |
AX
暂无分部数据
