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Astrana Health, Inc.（ASTH）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Astrana Health, Inc.的1.7倍（$1.6B vs $950.5M），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 0.7%，领先14.8%），Astrana Health, Inc.同比增速更快（42.9% vs 8.0%），过去两年Astrana Health, Inc.的营收复合增速更高（53.3% vs 6.4%）
Astrana Health是一家总部位于美国的价值导向型医疗服务提供商，主要服务全美符合联邦医保资格的老年群体，提供上门初级护理、慢性病管理及护理协调服务，致力于提升患者健康水平、降低不必要的医疗支出。
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。
ASTH vs AXS — 直观对比
营收规模更大
AXS
是对方的1.7倍
$950.5M
营收增速更快
ASTH
高出34.9%
8.0%
净利率更高
AXS
高出14.8%
0.7%
两年增速更快
ASTH
近两年复合增速
6.4%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $950.5M | $1.6B |
| 净利润 | $6.6M | $254.8M |
| 毛利率 | — | — |
| 营业利润率 | 1.9% | 15.6% |
| 净利率 | 0.7% | 15.5% |
| 营收同比 | 42.9% | 8.0% |
| 净利润同比 | 184.4% | 31.3% |
| 每股收益（稀释后） | $0.12 | — |
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ASTHAXS
| Q1 26 | — | $1.6B | ||
| Q4 25 | $950.5M | $1.7B | ||
| Q3 25 | $956.0M | $1.7B | ||
| Q2 25 | $654.8M | $1.6B | ||
| Q1 25 | $620.4M | $1.5B | ||
| Q4 24 | $665.2M | $1.5B | ||
| Q3 24 | $478.7M | $1.6B | ||
| Q2 24 | $486.3M | $1.5B |
净利润ASTHAXS
| Q1 26 | — | $254.8M | ||
| Q4 25 | $6.6M | $289.6M | ||
| Q3 25 | $373.0K | $301.9M | ||
| Q2 25 | $9.4M | $223.4M | ||
| Q1 25 | $6.7M | $194.1M | ||
| Q4 24 | $-7.8M | $293.6M | ||
| Q3 24 | $16.1M | $180.7M | ||
| Q2 24 | $19.2M | $212.0M |
营业利润率ASTHAXS
| Q1 26 | — | 15.6% | ||
| Q4 25 | 1.9% | 19.0% | ||
| Q3 25 | 2.0% | 22.1% | ||
| Q2 25 | 3.1% | 17.2% | ||
| Q1 25 | 3.3% | 15.5% | ||
| Q4 24 | 0.1% | 18.6% | ||
| Q3 24 | 5.9% | 14.2% | ||
| Q2 24 | 6.2% | 17.4% |
净利率ASTHAXS
| Q1 26 | — | 15.5% | ||
| Q4 25 | 0.7% | 16.7% | ||
| Q3 25 | 0.0% | 18.0% | ||
| Q2 25 | 1.4% | 13.7% | ||
| Q1 25 | 1.1% | 12.8% | ||
| Q4 24 | -1.2% | 20.0% | ||
| Q3 24 | 3.4% | 11.2% | ||
| Q2 24 | 3.9% | 14.6% |
每股收益（稀释后）ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | $0.12 | $3.63 | ||
| Q3 25 | $0.01 | $3.74 | ||
| Q2 25 | $0.19 | $2.72 | ||
| Q1 25 | $0.14 | $2.26 | ||
| Q4 24 | $-0.14 | $3.38 | ||
| Q3 24 | $0.33 | $2.04 | ||
| Q2 24 | $0.40 | $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 | $429.5M | $862.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $779.3M | $6.4B |
| 总资产 | $2.2B | $35.6B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资ASTHAXS
| Q1 26 | — | $862.5M | ||
| Q4 25 | $429.5M | $820.3M | ||
| Q3 25 | $463.4M | $825.9M | ||
| Q2 25 | $342.1M | $852.1M | ||
| Q1 25 | $260.9M | $2.8B | ||
| Q4 24 | $290.8M | $2.1B | ||
| Q3 24 | $350.3M | $981.0M | ||
| Q2 24 | $327.7M | $1.1B |
股东权益ASTHAXS
| Q1 26 | — | $6.4B | ||
| Q4 25 | $779.3M | $6.4B | ||
| Q3 25 | $775.5M | $6.4B | ||
| Q2 25 | $765.5M | $6.2B | ||
| Q1 25 | $745.4M | $5.9B | ||
| Q4 24 | $712.7M | $6.1B | ||
| Q3 24 | $704.6M | $6.1B | ||
| Q2 24 | $678.9M | $5.7B |
总资产ASTHAXS
| Q1 26 | — | $35.6B | ||
| Q4 25 | $2.2B | $34.5B | ||
| Q3 25 | $2.2B | $34.3B | ||
| Q2 25 | $1.4B | $34.2B | ||
| Q1 25 | $1.3B | $33.2B | ||
| Q4 24 | $1.4B | $32.5B | ||
| Q3 24 | $1.3B | $32.7B | ||
| Q2 24 | $1.3B | $32.1B |
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 | $-2.9M | — |
| 自由现金流经营现金流 - 资本支出 | $-6.0M | — |
| 自由现金流率自由现金流/营收 | -0.6% | — |
| 资本支出强度资本支出/营收 | 0.3% | — |
| 现金转化率经营现金流/净利润 | -0.44× | — |
| 过去12个月自由现金流最近4个季度 | $104.5M | — |
8季度趋势，按日历期对齐
经营现金流ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | $-2.9M | $630.4M | ||
| Q3 25 | $10.0M | $673.8M | ||
| Q2 25 | $90.9M | $-1.7B | ||
| Q1 25 | $16.6M | $309.1M | ||
| Q4 24 | $-10.9M | $355.5M | ||
| Q3 24 | $34.0M | $587.0M | ||
| Q2 24 | $23.2M | $518.1M |
自由现金流ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | $-6.0M | — | ||
| Q3 25 | $7.4M | — | ||
| Q2 25 | $89.5M | — | ||
| Q1 25 | $13.6M | — | ||
| Q4 24 | $-13.5M | — | ||
| Q3 24 | $31.7M | — | ||
| Q2 24 | $20.4M | — |
自由现金流率ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | -0.6% | — | ||
| Q3 25 | 0.8% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | 2.2% | — | ||
| Q4 24 | -2.0% | — | ||
| Q3 24 | 6.6% | — | ||
| Q2 24 | 4.2% | — |
资本支出强度ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | 0.3% | — | ||
| Q2 25 | 0.2% | — | ||
| Q1 25 | 0.5% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.6% | — |
现金转化率ASTHAXS
| Q1 26 | — | — | ||
| Q4 25 | -0.44× | 2.18× | ||
| Q3 25 | 26.69× | 2.23× | ||
| Q2 25 | 9.65× | -7.41× | ||
| Q1 25 | 2.48× | 1.59× | ||
| Q4 24 | — | 1.21× | ||
| Q3 24 | 2.11× | 3.25× | ||
| Q2 24 | 1.21× | 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
ASTH
| Medicare | $542.4M | 57% |
| Commercial | $99.1M | 10% |
| Care Delivery | $92.1M | 10% |
| Care Enablement | $78.9M | 8% |
| Other Third Parties | $58.0M | 6% |
| Health Care Patient Service | $39.8M | 4% |
| Health Care Other | $25.5M | 3% |
| Other | $12.1M | 1% |
| Management Service | $10.3M | 1% |
AXS
暂无分部数据
