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阿拉斯加航空集团（ALK）与AXIS CAPITAL HOLDINGS LTD（AXS）财务数据对比。点击上方公司名可切换其他公司
阿拉斯加航空集团的季度营收约是AXIS CAPITAL HOLDINGS LTD的2.0倍（$3.3B vs $1.6B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs -5.8%，领先21.3%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 5.2%），过去两年阿拉斯加航空集团的营收复合增速更高（6.7% vs 6.4%）
阿拉斯加航空集团是总部位于美国华盛顿州西塔科的航空控股企业，旗下拥有阿拉斯加航空、夏威夷航空两家干线航司，以及区域航司地平线航空，阿拉斯加航空还全资控股飞机地面服务提供商麦吉航空服务。
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
ALK vs AXS — 直观对比
营收规模更大
ALK
是对方的2.0倍
$1.6B
营收增速更快
AXS
高出2.8%
5.2%
净利率更高
AXS
高出21.3%
-5.8%
两年增速更快
ALK
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $3.3B | $1.6B |
| 净利润 | $-193.0M | $254.8M |
| 毛利率 | — | — |
| 营业利润率 | -8.5% | 15.6% |
| 净利率 | -5.8% | 15.5% |
| 营收同比 | 5.2% | 8.0% |
| 净利润同比 | — | 31.3% |
| 每股收益（稀释后） | $-1.69 | — |
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ALKAXS
| Q1 26 | $3.3B | $1.6B | ||
| Q4 25 | $3.6B | $1.7B | ||
| Q3 25 | $3.8B | $1.7B | ||
| Q2 25 | $3.7B | $1.6B | ||
| Q1 25 | $3.1B | $1.5B | ||
| Q4 24 | $3.5B | $1.5B | ||
| Q3 24 | $3.1B | $1.6B | ||
| Q2 24 | $2.9B | $1.5B |
净利润ALKAXS
| Q1 26 | $-193.0M | $254.8M | ||
| Q4 25 | $21.0M | $289.6M | ||
| Q3 25 | $73.0M | $301.9M | ||
| Q2 25 | $172.0M | $223.4M | ||
| Q1 25 | $-166.0M | $194.1M | ||
| Q4 24 | $71.0M | $293.6M | ||
| Q3 24 | $236.0M | $180.7M | ||
| Q2 24 | $220.0M | $212.0M |
营业利润率ALKAXS
| Q1 26 | -8.5% | 15.6% | ||
| Q4 25 | 2.1% | 19.0% | ||
| Q3 25 | 3.9% | 22.1% | ||
| Q2 25 | 7.5% | 17.2% | ||
| Q1 25 | -6.3% | 15.5% | ||
| Q4 24 | 2.1% | 18.6% | ||
| Q3 24 | 11.1% | 14.2% | ||
| Q2 24 | 11.1% | 17.4% |
净利率ALKAXS
| Q1 26 | -5.8% | 15.5% | ||
| Q4 25 | 0.6% | 16.7% | ||
| Q3 25 | 1.9% | 18.0% | ||
| Q2 25 | 4.6% | 13.7% | ||
| Q1 25 | -5.3% | 12.8% | ||
| Q4 24 | 2.0% | 20.0% | ||
| Q3 24 | 7.7% | 11.2% | ||
| Q2 24 | 7.6% | 14.6% |
每股收益（稀释后）ALKAXS
| Q1 26 | $-1.69 | — | ||
| Q4 25 | $0.14 | $3.63 | ||
| Q3 25 | $0.62 | $3.74 | ||
| Q2 25 | $1.42 | $2.72 | ||
| Q1 25 | $-1.35 | $2.26 | ||
| Q4 24 | $0.58 | $3.38 | ||
| Q3 24 | $1.84 | $2.04 | ||
| Q2 24 | $1.71 | $2.40 |
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 | $451.0M | $862.5M |
| 总债务越低越好 | $5.3B | — |
| 股东权益账面价值 | $3.7B | $6.4B |
| 总资产 | $20.3B | $35.6B |
| 负债/权益比越低杠杆越低 | 1.43× | — |
8季度趋势，按日历期对齐
现金及短期投资ALKAXS
| Q1 26 | $451.0M | $862.5M | ||
| Q4 25 | $627.0M | $820.3M | ||
| Q3 25 | $2.3B | $825.9M | ||
| Q2 25 | $2.1B | $852.1M | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.5B | $981.0M | ||
| Q2 24 | $2.5B | $1.1B |
总债务ALKAXS
| Q1 26 | $5.3B | — | ||
| Q4 25 | $4.8B | — | ||
| Q3 25 | $5.0B | — | ||
| Q2 25 | $4.9B | — | ||
| Q1 25 | $4.8B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.6B | — | ||
| Q2 24 | $2.7B | — |
股东权益ALKAXS
| Q1 26 | $3.7B | $6.4B | ||
| Q4 25 | $4.1B | $6.4B | ||
| Q3 25 | $4.0B | $6.4B | ||
| Q2 25 | $3.9B | $6.2B | ||
| Q1 25 | $4.1B | $5.9B | ||
| Q4 24 | $4.4B | $6.1B | ||
| Q3 24 | $4.5B | $6.1B | ||
| Q2 24 | $4.2B | $5.7B |
总资产ALKAXS
| Q1 26 | $20.3B | $35.6B | ||
| Q4 25 | $20.4B | $34.5B | ||
| Q3 25 | $20.0B | $34.3B | ||
| Q2 25 | $19.9B | $34.2B | ||
| Q1 25 | $19.8B | $33.2B | ||
| Q4 24 | $19.8B | $32.5B | ||
| Q3 24 | $19.6B | $32.7B | ||
| Q2 24 | $15.3B | $32.1B |
负债/权益比ALKAXS
| Q1 26 | 1.43× | — | ||
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.24× | — | ||
| Q2 25 | 1.26× | — | ||
| Q1 25 | 1.16× | — | ||
| Q4 24 | 1.04× | — | ||
| Q3 24 | 1.03× | — | ||
| Q2 24 | 0.63× | — |
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 | $229.0M | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | 10.2% | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流ALKAXS
| Q1 26 | $229.0M | — | ||
| Q4 25 | $185.0M | $630.4M | ||
| Q3 25 | $229.0M | $673.8M | ||
| Q2 25 | $376.0M | $-1.7B | ||
| Q1 25 | $459.0M | $309.1M | ||
| Q4 24 | $274.0M | $355.5M | ||
| Q3 24 | $318.0M | $587.0M | ||
| Q2 24 | $580.0M | $518.1M |
资本支出强度ALKAXS
| Q1 26 | 10.2% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
现金转化率ALKAXS
| Q1 26 | — | — | ||
| Q4 25 | 8.81× | 2.18× | ||
| Q3 25 | 3.14× | 2.23× | ||
| Q2 25 | 2.19× | -7.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | 3.86× | 1.21× | ||
| Q3 24 | 1.35× | 3.25× | ||
| Q2 24 | 2.64× | 2.44× |
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
ALK
| Passenger revenue | $2.9B | 88% |
| Loyalty program other revenue | $227.0M | 7% |
| Cargo and other revenue | $153.0M | 5% |
AXS
暂无分部数据
