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ProFrac Holding Corp.（ACDC）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
ProFrac Holding Corp.的季度营收约是Axos Financial, Inc.的1.1倍（$436.5M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs -33.2%，领先64.9%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -13.4%）
ProFrac Holding Corp.是一家领先的北美能源服务企业，主要为油气勘探开采企业提供水力压裂、完井及相关配套服务，核心客户覆盖美国、加拿大主要陆上页岩及常规油气产区的上游运营商。
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。
ACDC vs AX — 直观对比
营收规模更大
ACDC
是对方的1.1倍
$392.2M
净利率更高
AX
高出64.9%
-33.2%
两年增速更快
AX
近两年复合增速
-13.4%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $436.5M | $392.2M |
| 净利润 | $-144.7M | $124.7M |
| 毛利率 | — | — |
| 营业利润率 | -24.9% | — |
| 净利率 | -33.2% | 31.8% |
| 营收同比 | -4.0% | — |
| 净利润同比 | -37.8% | 18.5% |
| 每股收益（稀释后） | $-0.83 | $2.15 |
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ACDCAX
| Q1 26 | — | $392.2M | ||
| Q4 25 | $436.5M | $385.1M | ||
| Q3 25 | $403.1M | $323.4M | ||
| Q2 25 | $501.9M | $321.4M | ||
| Q1 25 | $600.3M | $308.8M | ||
| Q4 24 | $454.7M | $307.9M | ||
| Q3 24 | $575.3M | $320.7M | ||
| Q2 24 | $579.4M | $290.9M |
净利润ACDCAX
| Q1 26 | — | $124.7M | ||
| Q4 25 | $-144.7M | $128.4M | ||
| Q3 25 | $-100.9M | $112.4M | ||
| Q2 25 | $-105.9M | $110.7M | ||
| Q1 25 | $-17.5M | $105.2M | ||
| Q4 24 | $-105.0M | $104.7M | ||
| Q3 24 | $-45.2M | $112.3M | ||
| Q2 24 | $-66.7M | $104.9M |
营业利润率ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | -24.9% | 45.6% | ||
| Q3 25 | -19.5% | 46.3% | ||
| Q2 25 | -10.8% | 48.5% | ||
| Q1 25 | 2.7% | 47.9% | ||
| Q4 24 | -10.3% | 48.8% | ||
| Q3 24 | -0.7% | 49.6% | ||
| Q2 24 | -8.5% | 49.6% |
净利率ACDCAX
| Q1 26 | — | 31.8% | ||
| Q4 25 | -33.2% | 33.3% | ||
| Q3 25 | -25.0% | 34.7% | ||
| Q2 25 | -21.1% | 34.4% | ||
| Q1 25 | -2.9% | 34.1% | ||
| Q4 24 | -23.1% | 34.0% | ||
| Q3 24 | -7.9% | 35.0% | ||
| Q2 24 | -11.5% | 36.0% |
每股收益（稀释后）ACDCAX
| Q1 26 | — | $2.15 | ||
| Q4 25 | $-0.83 | $2.22 | ||
| Q3 25 | $-0.60 | $1.94 | ||
| Q2 25 | $-0.67 | $1.89 | ||
| Q1 25 | $-0.12 | $1.81 | ||
| Q4 24 | $-0.67 | $1.80 | ||
| Q3 24 | $-0.29 | $1.93 | ||
| Q2 24 | $-0.42 | $1.75 |
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 | $22.9M | — |
| 总债务越低越好 | $832.7M | — |
| 股东权益账面价值 | $717.5M | $3.1B |
| 总资产 | $2.6B | $29.2B |
| 负债/权益比越低杠杆越低 | 1.16× | — |
8季度趋势，按日历期对齐
现金及短期投资ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | $22.9M | $1.0B | ||
| Q3 25 | $58.0M | $2.6B | ||
| Q2 25 | $26.0M | $1.9B | ||
| Q1 25 | $16.0M | $2.0B | ||
| Q4 24 | $14.8M | $2.4B | ||
| Q3 24 | $25.5M | $2.6B | ||
| Q2 24 | $24.0M | $2.0B |
总债务ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | $832.7M | — | ||
| Q3 25 | $907.0M | — | ||
| Q2 25 | $941.9M | $312.7M | ||
| Q1 25 | $967.9M | $377.4M | ||
| Q4 24 | $936.1M | $358.7M | ||
| Q3 24 | $986.7M | $313.5M | ||
| Q2 24 | $1.0B | $325.7M |
股东权益ACDCAX
| Q1 26 | — | $3.1B | ||
| Q4 25 | $717.5M | $2.9B | ||
| Q3 25 | $862.0M | $2.8B | ||
| Q2 25 | $875.5M | $2.7B | ||
| Q1 25 | $988.1M | $2.6B | ||
| Q4 24 | $1.0B | $2.5B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.1B | $2.3B |
总资产ACDCAX
| Q1 26 | — | $29.2B | ||
| Q4 25 | $2.6B | $28.2B | ||
| Q3 25 | $2.7B | $27.4B | ||
| Q2 25 | $2.8B | $24.8B | ||
| Q1 25 | $3.0B | $24.0B | ||
| Q4 24 | $3.0B | $23.7B | ||
| Q3 24 | $3.1B | $23.6B | ||
| Q2 24 | $3.2B | $22.9B |
负债/权益比ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | 1.16× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 1.08× | 0.12× | ||
| Q1 25 | 0.98× | 0.14× | ||
| Q4 24 | 0.93× | 0.14× | ||
| Q3 24 | 0.90× | 0.13× | ||
| Q2 24 | 0.88× | 0.14× |
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 | $49.5M | — |
| 自由现金流经营现金流 - 资本支出 | $12.9M | — |
| 自由现金流率自由现金流/营收 | 3.0% | — |
| 资本支出强度资本支出/营收 | 8.4% | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $19.6M | — |
8季度趋势，按日历期对齐
经营现金流ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | $49.5M | $104.1M | ||
| Q3 25 | $900.0K | $118.4M | ||
| Q2 25 | $100.4M | $490.3M | ||
| Q1 25 | $38.7M | $73.7M | ||
| Q4 24 | $76.5M | $162.5M | ||
| Q3 24 | $98.2M | $70.8M | ||
| Q2 24 | $113.5M | $305.5M |
自由现金流ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | $12.9M | $85.4M | ||
| Q3 25 | $-33.4M | $109.3M | ||
| Q2 25 | $53.9M | $436.1M | ||
| Q1 25 | $-13.8M | $65.1M | ||
| Q4 24 | $13.3M | $156.4M | ||
| Q3 24 | $28.2M | $53.0M | ||
| Q2 24 | $51.6M | $269.5M |
自由现金流率ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | 3.0% | 22.2% | ||
| Q3 25 | -8.3% | 33.8% | ||
| Q2 25 | 10.7% | 135.7% | ||
| Q1 25 | -2.3% | 21.1% | ||
| Q4 24 | 2.9% | 50.8% | ||
| Q3 24 | 4.9% | 16.5% | ||
| Q2 24 | 8.9% | 92.6% |
资本支出强度ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | 8.4% | 4.9% | ||
| Q3 25 | 8.5% | 2.8% | ||
| Q2 25 | 9.3% | 16.9% | ||
| Q1 25 | 8.7% | 2.8% | ||
| Q4 24 | 13.9% | 2.0% | ||
| Q3 24 | 12.2% | 5.5% | ||
| Q2 24 | 10.7% | 12.4% |
现金转化率ACDCAX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | — | 4.43× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | — | 0.63× | ||
| Q2 24 | — | 2.91× |
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
ACDC
| Services | $385.6M | 88% |
| Products | $50.9M | 12% |
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
