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Axos Financial, Inc.（AX）与BRIGHT HORIZONS FAMILY SOLUTIONS INC.（BFAM）财务数据对比。点击上方公司名可切换其他公司
BRIGHT HORIZONS FAMILY SOLUTIONS INC.的季度营收约是Axos Financial, Inc.的1.9倍（$733.7M vs $392.2M），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 8.5%）
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。
Bright Horizons Family Solutions总部位于美国马萨诸塞州牛顿市，是美国规模最大的雇主赞助育儿服务运营商，除核心育儿服务外，还提供备用育儿、老人照护、学费项目管理、教育咨询、学生贷款偿还方案等多元服务，覆盖企业员工福利及教育支持领域。
AX vs BFAM — 直观对比
营收规模更大
BFAM
是对方的1.9倍
$392.2M
两年增速更快
AX
近两年复合增速
8.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $733.7M |
| 净利润 | $124.7M | — |
| 毛利率 | — | 19.3% |
| 营业利润率 | — | 6.2% |
| 净利率 | 31.8% | — |
| 营收同比 | — | 8.8% |
| 净利润同比 | 18.5% | — |
| 每股收益（稀释后） | $2.15 | $0.38 |
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AXBFAM
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $733.7M | ||
| Q3 25 | $323.4M | $802.8M | ||
| Q2 25 | $321.4M | $731.6M | ||
| Q1 25 | $308.8M | $665.5M | ||
| Q4 24 | $307.9M | $674.1M | ||
| Q3 24 | $320.7M | $719.1M | ||
| Q2 24 | $290.9M | $670.1M |
净利润AXBFAM
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $78.6M | ||
| Q2 25 | $110.7M | $54.8M | ||
| Q1 25 | $105.2M | $38.0M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $54.9M | ||
| Q2 24 | $104.9M | $39.2M |
毛利率AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | — | 19.3% | ||
| Q3 25 | — | 27.0% | ||
| Q2 25 | — | 25.0% | ||
| Q1 25 | — | 23.4% | ||
| Q4 24 | — | 20.8% | ||
| Q3 24 | — | 25.2% | ||
| Q2 24 | — | 24.2% |
营业利润率AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 6.2% | ||
| Q3 25 | 46.3% | 15.1% | ||
| Q2 25 | 48.5% | 11.8% | ||
| Q1 25 | 47.9% | 9.4% | ||
| Q4 24 | 48.8% | 7.2% | ||
| Q3 24 | 49.6% | 12.4% | ||
| Q2 24 | 49.6% | 10.3% |
净利率AXBFAM
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 9.8% | ||
| Q2 25 | 34.4% | 7.5% | ||
| Q1 25 | 34.1% | 5.7% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 7.6% | ||
| Q2 24 | 36.0% | 5.8% |
每股收益（稀释后）AXBFAM
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.38 | ||
| Q3 25 | $1.94 | $1.37 | ||
| Q2 25 | $1.89 | $0.95 | ||
| Q1 25 | $1.81 | $0.66 | ||
| Q4 24 | $1.80 | $0.50 | ||
| Q3 24 | $1.93 | $0.94 | ||
| Q2 24 | $1.75 | $0.67 |
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 | — | $140.1M |
| 总债务越低越好 | — | $747.6M |
| 股东权益账面价值 | $3.1B | $1.3B |
| 总资产 | $29.2B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $140.1M | ||
| Q3 25 | $2.6B | $116.6M | ||
| Q2 25 | $1.9B | $179.2M | ||
| Q1 25 | $2.0B | $112.0M | ||
| Q4 24 | $2.4B | $110.3M | ||
| Q3 24 | $2.6B | $109.9M | ||
| Q2 24 | $2.0B | $140.2M |
总债务AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | — | $747.6M | ||
| Q3 25 | — | $747.5M | ||
| Q2 25 | $312.7M | $797.0M | ||
| Q1 25 | $377.4M | $872.7M | ||
| Q4 24 | $358.7M | $918.4M | ||
| Q3 24 | $313.5M | $925.7M | ||
| Q2 24 | $325.7M | $931.9M |
股东权益AXBFAM
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.5B | $1.3B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.3B |
总资产AXBFAM
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $3.9B | ||
| Q3 25 | $27.4B | $3.9B | ||
| Q2 25 | $24.8B | $3.9B | ||
| Q1 25 | $24.0B | $3.8B | ||
| Q4 24 | $23.7B | $3.9B | ||
| Q3 24 | $23.6B | $3.9B | ||
| Q2 24 | $22.9B | $3.8B |
负债/权益比AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | 0.12× | 0.57× | ||
| Q1 25 | 0.14× | 0.66× | ||
| Q4 24 | 0.14× | 0.72× | ||
| Q3 24 | 0.13× | 0.66× | ||
| Q2 24 | 0.14× | 0.73× |
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 | — | $350.7M |
| 自由现金流经营现金流 - 资本支出 | — | $258.5M |
| 自由现金流率自由现金流/营收 | — | 35.2% |
| 资本支出强度资本支出/营收 | — | 12.6% |
| 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 | — | $402.4M |
8季度趋势，按日历期对齐
经营现金流AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $350.7M | ||
| Q3 25 | $118.4M | $-17.6M | ||
| Q2 25 | $490.3M | $134.2M | ||
| Q1 25 | $73.7M | $86.2M | ||
| Q4 24 | $162.5M | $337.5M | ||
| Q3 24 | $70.8M | $-8.9M | ||
| Q2 24 | $305.5M | $109.4M |
自由现金流AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $258.5M | ||
| Q3 25 | $109.3M | $-42.4M | ||
| Q2 25 | $436.1M | $115.4M | ||
| Q1 25 | $65.1M | $70.9M | ||
| Q4 24 | $156.4M | $240.2M | ||
| Q3 24 | $53.0M | $-32.2M | ||
| Q2 24 | $269.5M | $86.8M |
自由现金流率AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 35.2% | ||
| Q3 25 | 33.8% | -5.3% | ||
| Q2 25 | 135.7% | 15.8% | ||
| Q1 25 | 21.1% | 10.7% | ||
| Q4 24 | 50.8% | 35.6% | ||
| Q3 24 | 16.5% | -4.5% | ||
| Q2 24 | 92.6% | 13.0% |
资本支出强度AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 12.6% | ||
| Q3 25 | 2.8% | 3.1% | ||
| Q2 25 | 16.9% | 2.6% | ||
| Q1 25 | 2.8% | 2.3% | ||
| Q4 24 | 2.0% | 14.4% | ||
| Q3 24 | 5.5% | 3.2% | ||
| Q2 24 | 12.4% | 3.4% |
现金转化率AXBFAM
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | -0.22× | ||
| Q2 25 | 4.43× | 2.45× | ||
| Q1 25 | 0.70× | 2.26× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | -0.16× | ||
| Q2 24 | 2.91× | 2.79× |
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
AX
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
BFAM
暂无分部数据
