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AMC Networks Inc.(AMCX)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
AMC Networks Inc.的季度营收约是Axos Financial, Inc.的1.5倍($594.8M vs $392.2M),Axos Financial, Inc.净利率更高(31.8% vs -9.3%,领先41.1%),过去两年Axos Financial, Inc.的营收复合增速更高(16.1% vs -0.1%)
AMC网络公司是总部位于纽约市的美国独立大众传媒娱乐集团,旗下拥有AMC、BBC美国台、IFC、圣丹斯电视、We TV等多个有线频道,还经营纽约IFC中心艺术影院、独立电影公司、动漫版权发行商,以及AMC+、Acorn TV等多个付费订阅流媒体服务。
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。
AMCX vs AX — 直观对比
营收规模更大
AMCX
是对方的1.5倍
$392.2M
净利率更高
AX
高出41.1%
-9.3%
两年增速更快
AX
近两年复合增速
-0.1%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $594.8M | $392.2M |
| 净利润 | $-55.5M | $124.7M |
| 毛利率 | 49.7% | — |
| 营业利润率 | -8.6% | — |
| 净利率 | -9.3% | 31.8% |
| 营收同比 | -0.8% | — |
| 净利润同比 | 80.5% | 18.5% |
| 每股收益(稀释后) | $-0.97 | $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
AMCX
AX
| Q1 26 | — | $392.2M | ||
| Q4 25 | $594.8M | $385.1M | ||
| Q3 25 | $561.7M | $323.4M | ||
| Q2 25 | $600.0M | $321.4M | ||
| Q1 25 | $555.2M | $308.8M | ||
| Q4 24 | $599.3M | $307.9M | ||
| Q3 24 | $599.6M | $320.7M | ||
| Q2 24 | $625.9M | $290.9M |
净利润
AMCX
AX
| Q1 26 | — | $124.7M | ||
| Q4 25 | $-55.5M | $128.4M | ||
| Q3 25 | $76.5M | $112.4M | ||
| Q2 25 | $50.3M | $110.7M | ||
| Q1 25 | $18.0M | $105.2M | ||
| Q4 24 | $-284.5M | $104.7M | ||
| Q3 24 | $41.4M | $112.3M | ||
| Q2 24 | $-29.2M | $104.9M |
毛利率
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | 49.7% | — | ||
| Q3 25 | 48.2% | — | ||
| Q2 25 | 52.7% | — | ||
| Q1 25 | 51.8% | — | ||
| Q4 24 | 51.2% | — | ||
| Q3 24 | 52.0% | — | ||
| Q2 24 | 55.2% | — |
营业利润率
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | -8.6% | 45.6% | ||
| Q3 25 | 9.9% | 46.3% | ||
| Q2 25 | 10.7% | 48.5% | ||
| Q1 25 | 11.6% | 47.9% | ||
| Q4 24 | -42.4% | 48.8% | ||
| Q3 24 | 15.6% | 49.6% | ||
| Q2 24 | 1.7% | 49.6% |
净利率
AMCX
AX
| Q1 26 | — | 31.8% | ||
| Q4 25 | -9.3% | 33.3% | ||
| Q3 25 | 13.6% | 34.7% | ||
| Q2 25 | 8.4% | 34.4% | ||
| Q1 25 | 3.3% | 34.1% | ||
| Q4 24 | -47.5% | 34.0% | ||
| Q3 24 | 6.9% | 35.0% | ||
| Q2 24 | -4.7% | 36.0% |
每股收益(稀释后)
AMCX
AX
| Q1 26 | — | $2.15 | ||
| Q4 25 | $-0.97 | $2.22 | ||
| Q3 25 | $1.38 | $1.94 | ||
| Q2 25 | $0.91 | $1.89 | ||
| Q1 25 | $0.34 | $1.81 | ||
| Q4 24 | $-6.23 | $1.80 | ||
| Q3 24 | $0.76 | $1.93 | ||
| Q2 24 | $-0.66 | $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 | $502.4M | — |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $981.9M | $3.1B |
| 总资产 | $3.9B | $29.2B |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势,按日历期对齐
现金及短期投资
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | $502.4M | $1.0B | ||
| Q3 25 | $716.8M | $2.6B | ||
| Q2 25 | $866.4M | $1.9B | ||
| Q1 25 | $870.2M | $2.0B | ||
| Q4 24 | $784.6M | $2.4B | ||
| Q3 24 | $816.4M | $2.6B | ||
| Q2 24 | $802.6M | $2.0B |
总债务
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $1.9B | — | ||
| Q2 25 | $2.2B | $312.7M | ||
| Q1 25 | $2.3B | $377.4M | ||
| Q4 24 | $2.3B | $358.7M | ||
| Q3 24 | $2.3B | $313.5M | ||
| Q2 24 | $2.4B | $325.7M |
股东权益
AMCX
AX
| Q1 26 | — | $3.1B | ||
| Q4 25 | $981.9M | $2.9B | ||
| Q3 25 | $1.1B | $2.8B | ||
| Q2 25 | $971.7M | $2.7B | ||
| Q1 25 | $888.8M | $2.6B | ||
| Q4 24 | $855.6M | $2.5B | ||
| Q3 24 | $1.1B | $2.4B | ||
| Q2 24 | $1.1B | $2.3B |
总资产
AMCX
AX
| Q1 26 | — | $29.2B | ||
| Q4 25 | $3.9B | $28.2B | ||
| Q3 25 | $4.2B | $27.4B | ||
| Q2 25 | $4.4B | $24.8B | ||
| Q1 25 | $4.3B | $24.0B | ||
| Q4 24 | $4.4B | $23.7B | ||
| Q3 24 | $4.8B | $23.6B | ||
| Q2 24 | $4.9B | $22.9B |
负债/权益比
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | 1.78× | — | ||
| Q3 25 | 1.82× | — | ||
| Q2 25 | 2.27× | 0.12× | ||
| Q1 25 | 2.62× | 0.14× | ||
| Q4 24 | 2.73× | 0.14× | ||
| Q3 24 | 2.10× | 0.13× | ||
| Q2 24 | 2.26× | 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 | $49.2M | — |
| 自由现金流经营现金流 - 资本支出 | $40.4M | — |
| 自由现金流率自由现金流/营收 | 6.8% | — |
| 资本支出强度资本支出/营收 | 1.5% | — |
| 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 | $272.4M | — |
8季度趋势,按日历期对齐
经营现金流
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | $49.2M | $104.1M | ||
| Q3 25 | $44.8M | $118.4M | ||
| Q2 25 | $102.8M | $490.3M | ||
| Q1 25 | $108.8M | $73.7M | ||
| Q4 24 | $58.1M | $162.5M | ||
| Q3 24 | $62.2M | $70.8M | ||
| Q2 24 | $104.4M | $305.5M |
自由现金流
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | $40.4M | $85.4M | ||
| Q3 25 | $42.0M | $109.3M | ||
| Q2 25 | $95.7M | $436.1M | ||
| Q1 25 | $94.2M | $65.1M | ||
| Q4 24 | $37.6M | $156.4M | ||
| Q3 24 | $53.9M | $53.0M | ||
| Q2 24 | $95.2M | $269.5M |
自由现金流率
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | 6.8% | 22.2% | ||
| Q3 25 | 7.5% | 33.8% | ||
| Q2 25 | 16.0% | 135.7% | ||
| Q1 25 | 17.0% | 21.1% | ||
| Q4 24 | 6.3% | 50.8% | ||
| Q3 24 | 9.0% | 16.5% | ||
| Q2 24 | 15.2% | 92.6% |
资本支出强度
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | 1.5% | 4.9% | ||
| Q3 25 | 0.5% | 2.8% | ||
| Q2 25 | 1.2% | 16.9% | ||
| Q1 25 | 2.6% | 2.8% | ||
| Q4 24 | 3.4% | 2.0% | ||
| Q3 24 | 1.4% | 5.5% | ||
| Q2 24 | 1.5% | 12.4% |
现金转化率
AMCX
AX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.81× | ||
| Q3 25 | 0.59× | 1.05× | ||
| Q2 25 | 2.04× | 4.43× | ||
| Q1 25 | 6.03× | 0.70× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | 1.50× | 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
AMCX
| Subscription And Circulation | $314.8M | 53% |
| Advertising | $124.9M | 21% |
| Other | $79.1M | 13% |
| License | $74.8M | 13% |
| Related Party | $1.2M | 0% |
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |