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A.O.史密斯（AOS）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
AXIS CAPITAL HOLDINGS LTD的季度营收约是A.O.史密斯的1.7倍（$1.6B vs $945.6M），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 12.5%，领先3.0%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs -2.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs -3.9%）
A.O.史密斯是美国知名的家用及商用热水器、锅炉生产商，也是北美规模最大的热水器制造销售商，在亚洲市场还供应水处理和净化产品。公司在全球共有27个站点，包括北美5座生产基地，以及位于印度班加罗尔、中国南京、荷兰费尔德霍芬的工厂。
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。
AOS vs AXS — 直观对比
营收规模更大
AXS
是对方的1.7倍
$945.6M
营收增速更快
AXS
高出10.0%
-2.0%
净利率更高
AXS
高出3.0%
12.5%
两年增速更快
AXS
近两年复合增速
-3.9%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $945.6M | $1.6B |
| 净利润 | $118.0M | $254.8M |
| 毛利率 | 38.7% | — |
| 营业利润率 | — | 15.6% |
| 净利率 | 12.5% | 15.5% |
| 营收同比 | -2.0% | 8.0% |
| 净利润同比 | -14.0% | 31.3% |
| 每股收益（稀释后） | $0.85 | — |
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AOSAXS
| Q1 26 | $945.6M | $1.6B | ||
| Q4 25 | $912.5M | $1.7B | ||
| Q3 25 | $942.5M | $1.7B | ||
| Q2 25 | $1.0B | $1.6B | ||
| Q1 25 | $963.9M | $1.5B | ||
| Q4 24 | $912.4M | $1.5B | ||
| Q3 24 | $902.6M | $1.6B | ||
| Q2 24 | $1.0B | $1.5B |
净利润AOSAXS
| Q1 26 | $118.0M | $254.8M | ||
| Q4 25 | $125.4M | $289.6M | ||
| Q3 25 | $132.0M | $301.9M | ||
| Q2 25 | $152.2M | $223.4M | ||
| Q1 25 | $136.6M | $194.1M | ||
| Q4 24 | $109.7M | $293.6M | ||
| Q3 24 | $120.1M | $180.7M | ||
| Q2 24 | $156.2M | $212.0M |
毛利率AOSAXS
| Q1 26 | 38.7% | — | ||
| Q4 25 | 38.4% | — | ||
| Q3 25 | 38.7% | — | ||
| Q2 25 | 39.3% | — | ||
| Q1 25 | 38.9% | — | ||
| Q4 24 | 37.1% | — | ||
| Q3 24 | 37.4% | — | ||
| Q2 24 | 38.7% | — |
营业利润率AOSAXS
| Q1 26 | — | 15.6% | ||
| Q4 25 | 17.9% | 19.0% | ||
| Q3 25 | 18.6% | 22.1% | ||
| Q2 25 | 20.4% | 17.2% | ||
| Q1 25 | 19.1% | 15.5% | ||
| Q4 24 | 10.1% | 18.6% | ||
| Q3 24 | 19.5% | 14.2% | ||
| Q2 24 | 21.9% | 17.4% |
净利率AOSAXS
| Q1 26 | 12.5% | 15.5% | ||
| Q4 25 | 13.7% | 16.7% | ||
| Q3 25 | 14.0% | 18.0% | ||
| Q2 25 | 15.0% | 13.7% | ||
| Q1 25 | 14.2% | 12.8% | ||
| Q4 24 | 12.0% | 20.0% | ||
| Q3 24 | 13.3% | 11.2% | ||
| Q2 24 | 15.2% | 14.6% |
每股收益（稀释后）AOSAXS
| Q1 26 | $0.85 | — | ||
| Q4 25 | $0.89 | $3.63 | ||
| Q3 25 | $0.94 | $3.74 | ||
| Q2 25 | $1.07 | $2.72 | ||
| Q1 25 | $0.95 | $2.26 | ||
| Q4 24 | $0.75 | $3.38 | ||
| Q3 24 | $0.82 | $2.04 | ||
| Q2 24 | $1.06 | $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 | $185.2M | $862.5M |
| 总债务越低越好 | $574.2M | — |
| 股东权益账面价值 | $1.9B | $6.4B |
| 总资产 | $3.7B | $35.6B |
| 负债/权益比越低杠杆越低 | 0.31× | — |
8季度趋势，按日历期对齐
现金及短期投资AOSAXS
| Q1 26 | $185.2M | $862.5M | ||
| Q4 25 | $193.2M | $820.3M | ||
| Q3 25 | $172.8M | $825.9M | ||
| Q2 25 | $177.9M | $852.1M | ||
| Q1 25 | $200.2M | $2.8B | ||
| Q4 24 | $276.1M | $2.1B | ||
| Q3 24 | $255.6M | $981.0M | ||
| Q2 24 | $233.3M | $1.1B |
总债务AOSAXS
| Q1 26 | $574.2M | — | ||
| Q4 25 | $155.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $193.2M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AOSAXS
| Q1 26 | $1.9B | $6.4B | ||
| Q4 25 | $1.9B | $6.4B | ||
| Q3 25 | $1.8B | $6.4B | ||
| Q2 25 | $1.8B | $6.2B | ||
| Q1 25 | $1.9B | $5.9B | ||
| Q4 24 | $1.9B | $6.1B | ||
| Q3 24 | $1.9B | $6.1B | ||
| Q2 24 | $1.9B | $5.7B |
总资产AOSAXS
| Q1 26 | $3.7B | $35.6B | ||
| Q4 25 | $3.1B | $34.5B | ||
| Q3 25 | $3.2B | $34.3B | ||
| Q2 25 | $3.2B | $34.2B | ||
| Q1 25 | $3.3B | $33.2B | ||
| Q4 24 | $3.2B | $32.5B | ||
| Q3 24 | $3.2B | $32.7B | ||
| Q2 24 | $3.2B | $32.1B |
负债/权益比AOSAXS
| Q1 26 | 0.31× | — | ||
| Q4 25 | 0.08× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.10× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
