vs
AMN HEALTHCARE SERVICES INC（AMN）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
AMN HEALTHCARE SERVICES INC的季度营收约是Axos Financial, Inc.的1.9倍（$748.2M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs -1.0%，领先32.8%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -4.5%）
AMN医疗保健服务公司是美国领先的医疗人力资源解决方案提供商，主要为医院、诊所等各类医疗机构提供护士、医师、医技人员及其他临床、非临床岗位的临时与长期派遣服务，同时提供医护团队管理技术支持及相关咨询服务。
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。
AMN vs AX — 直观对比
营收规模更大
AMN
是对方的1.9倍
$392.2M
净利率更高
AX
高出32.8%
-1.0%
两年增速更快
AX
近两年复合增速
-4.5%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $748.2M | $392.2M |
| 净利润 | $-7.7M | $124.7M |
| 毛利率 | 26.1% | — |
| 营业利润率 | 1.1% | — |
| 净利率 | -1.0% | 31.8% |
| 营收同比 | 1.8% | — |
| 净利润同比 | 95.9% | 18.5% |
| 每股收益（稀释后） | $-0.19 | $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AMNAX
| Q1 26 | — | $392.2M | ||
| Q4 25 | $748.2M | $385.1M | ||
| Q3 25 | $634.5M | $323.4M | ||
| Q2 25 | $658.2M | $321.4M | ||
| Q1 25 | $689.5M | $308.8M | ||
| Q4 24 | $734.7M | $307.9M | ||
| Q3 24 | $687.5M | $320.7M | ||
| Q2 24 | $740.7M | $290.9M |
净利润AMNAX
| Q1 26 | — | $124.7M | ||
| Q4 25 | $-7.7M | $128.4M | ||
| Q3 25 | $29.3M | $112.4M | ||
| Q2 25 | $-116.2M | $110.7M | ||
| Q1 25 | $-1.1M | $105.2M | ||
| Q4 24 | $-187.5M | $104.7M | ||
| Q3 24 | $7.0M | $112.3M | ||
| Q2 24 | $16.2M | $104.9M |
毛利率AMNAX
| Q1 26 | — | — | ||
| Q4 25 | 26.1% | — | ||
| Q3 25 | 29.1% | — | ||
| Q2 25 | 29.8% | — | ||
| Q1 25 | 28.7% | — | ||
| Q4 24 | 29.8% | — | ||
| Q3 24 | 31.0% | — | ||
| Q2 24 | 31.0% | — |
营业利润率AMNAX
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 45.6% | ||
| Q3 25 | 7.5% | 46.3% | ||
| Q2 25 | -18.8% | 48.5% | ||
| Q1 25 | 1.8% | 47.9% | ||
| Q4 24 | -27.6% | 48.8% | ||
| Q3 24 | 3.2% | 49.6% | ||
| Q2 24 | 5.1% | 49.6% |
净利率AMNAX
| Q1 26 | — | 31.8% | ||
| Q4 25 | -1.0% | 33.3% | ||
| Q3 25 | 4.6% | 34.7% | ||
| Q2 25 | -17.7% | 34.4% | ||
| Q1 25 | -0.2% | 34.1% | ||
| Q4 24 | -25.5% | 34.0% | ||
| Q3 24 | 1.0% | 35.0% | ||
| Q2 24 | 2.2% | 36.0% |
每股收益（稀释后）AMNAX
| Q1 26 | — | $2.15 | ||
| Q4 25 | $-0.19 | $2.22 | ||
| Q3 25 | $0.76 | $1.94 | ||
| Q2 25 | $-3.02 | $1.89 | ||
| Q1 25 | $-0.03 | $1.81 | ||
| Q4 24 | $-4.90 | $1.80 | ||
| Q3 24 | $0.18 | $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 | $34.0M | — |
| 总债务越低越好 | $767.1M | — |
| 股东权益账面价值 | $642.1M | $3.1B |
| 总资产 | $2.1B | $29.2B |
| 负债/权益比越低杠杆越低 | 1.19× | — |
8季度趋势，按日历期对齐
现金及短期投资AMNAX
| Q1 26 | — | — | ||
| Q4 25 | $34.0M | $1.0B | ||
| Q3 25 | $52.6M | $2.6B | ||
| Q2 25 | $41.5M | $1.9B | ||
| Q1 25 | $55.8M | $2.0B | ||
| Q4 24 | $10.6M | $2.4B | ||
| Q3 24 | $30.6M | $2.6B | ||
| Q2 24 | $48.0M | $2.0B |
总债务AMNAX
| Q1 26 | — | — | ||
| Q4 25 | $767.1M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $312.7M | ||
| Q1 25 | — | $377.4M | ||
| Q4 24 | $1.1B | $358.7M | ||
| Q3 24 | — | $313.5M | ||
| Q2 24 | — | $325.7M |
股东权益AMNAX
| Q1 26 | — | $3.1B | ||
| Q4 25 | $642.1M | $2.9B | ||
| Q3 25 | $644.4M | $2.8B | ||
| Q2 25 | $607.6M | $2.7B | ||
| Q1 25 | $715.1M | $2.6B | ||
| Q4 24 | $706.6M | $2.5B | ||
| Q3 24 | $890.7M | $2.4B | ||
| Q2 24 | $876.9M | $2.3B |
总资产AMNAX
| Q1 26 | — | $29.2B | ||
| Q4 25 | $2.1B | $28.2B | ||
| Q3 25 | $2.1B | $27.4B | ||
| Q2 25 | $2.2B | $24.8B | ||
| Q1 25 | $2.4B | $24.0B | ||
| Q4 24 | $2.4B | $23.7B | ||
| Q3 24 | $2.7B | $23.6B | ||
| Q2 24 | $2.8B | $22.9B |
负债/权益比AMNAX
| Q1 26 | — | — | ||
| Q4 25 | 1.19× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.14× | ||
| Q4 24 | 1.49× | 0.14× | ||
| Q3 24 | — | 0.13× | ||
| Q2 24 | — | 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 | $75.6M | — |
| 自由现金流经营现金流 - 资本支出 | $67.6M | — |
| 自由现金流率自由现金流/营收 | 9.0% | — |
| 资本支出强度资本支出/营收 | 1.1% | — |
| 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 | $233.8M | — |
8季度趋势，按日历期对齐
经营现金流AMNAX
| Q1 26 | — | — | ||
| Q4 25 | $75.6M | $104.1M | ||
| Q3 25 | $22.7M | $118.4M | ||
| Q2 25 | $78.5M | $490.3M | ||
| Q1 25 | $92.7M | $73.7M | ||
| Q4 24 | $72.8M | $162.5M | ||
| Q3 24 | $66.7M | $70.8M | ||
| Q2 24 | $99.5M | $305.5M |
自由现金流AMNAX
| Q1 26 | — | — | ||
| Q4 25 | $67.6M | $85.4M | ||
| Q3 25 | $14.8M | $109.3M | ||
| Q2 25 | $68.7M | $436.1M | ||
| Q1 25 | $82.7M | $65.1M | ||
| Q4 24 | $56.6M | $156.4M | ||
| Q3 24 | $47.4M | $53.0M | ||
| Q2 24 | $72.2M | $269.5M |
自由现金流率AMNAX
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 22.2% | ||
| Q3 25 | 2.3% | 33.8% | ||
| Q2 25 | 10.4% | 135.7% | ||
| Q1 25 | 12.0% | 21.1% | ||
| Q4 24 | 7.7% | 50.8% | ||
| Q3 24 | 6.9% | 16.5% | ||
| Q2 24 | 9.8% | 92.6% |
资本支出强度AMNAX
| Q1 26 | — | — | ||
| Q4 25 | 1.1% | 4.9% | ||
| Q3 25 | 1.2% | 2.8% | ||
| Q2 25 | 1.5% | 16.9% | ||
| Q1 25 | 1.4% | 2.8% | ||
| Q4 24 | 2.2% | 2.0% | ||
| Q3 24 | 2.8% | 5.5% | ||
| Q2 24 | 3.7% | 12.4% |
现金转化率AMNAX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.81× | ||
| Q3 25 | 0.77× | 1.05× | ||
| Q2 25 | — | 4.43× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | — | 1.55× | ||
| Q3 24 | 9.54× | 0.63× | ||
| Q2 24 | 6.13× | 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
AMN
| Travel Nurse Staffing | $208.3M | 28% |
| Allied Staffing | $146.9M | 20% |
| Labor Disruption Services | $124.3M | 17% |
| Technology And Workforce Solutions | $88.0M | 12% |
| Language Services | $69.9M | 9% |
| Other | $29.6M | 4% |
| International Nurse Staffing | $29.6M | 4% |
| Interim Leadership Staffing | $24.1M | 3% |
| Vendor Management Systems | $16.3M | 2% |
| Local Staffing | $8.6M | 1% |
| International Nurse Permanent Placement | $2.6M | 0% |
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
