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Axos Financial, Inc.（AX）与B&G Foods, Inc.（BGS）财务数据对比。点击上方公司名可切换其他公司
B&G Foods, Inc.的季度营收约是Axos Financial, Inc.的1.1倍（$439.3M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs -4.4%，领先36.1%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -12.8%）
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。
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业，创立于1996年，成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer，如今在北美食品领域拥有众多知名品牌。
AX vs BGS — 直观对比
营收规模更大
BGS
是对方的1.1倍
$392.2M
净利率更高
AX
高出36.1%
-4.4%
两年增速更快
AX
近两年复合增速
-12.8%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $439.3M |
| 净利润 | $124.7M | $-19.1M |
| 毛利率 | — | 22.5% |
| 营业利润率 | — | 2.5% |
| 净利率 | 31.8% | -4.4% |
| 营收同比 | — | -4.7% |
| 净利润同比 | 18.5% | -356.5% |
| 每股收益（稀释后） | $2.15 | $-0.24 |
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AXBGS
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $439.3M | ||
| Q2 25 | $321.4M | $424.4M | ||
| Q1 25 | $308.8M | $425.4M | ||
| Q4 24 | $307.9M | $551.6M | ||
| Q3 24 | $320.7M | $461.1M | ||
| Q2 24 | $290.9M | $444.6M |
净利润AXBGS
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $-19.1M | ||
| Q2 25 | $110.7M | $-9.8M | ||
| Q1 25 | $105.2M | $835.0K | ||
| Q4 24 | $104.7M | $-222.4M | ||
| Q3 24 | $112.3M | $7.5M | ||
| Q2 24 | $104.9M | $3.9M |
毛利率AXBGS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 22.5% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 21.2% | ||
| Q4 24 | — | 21.5% | ||
| Q3 24 | — | 22.2% | ||
| Q2 24 | — | 20.7% |
营业利润率AXBGS
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 2.5% | ||
| Q2 25 | 48.5% | 5.2% | ||
| Q1 25 | 47.9% | 8.4% | ||
| Q4 24 | 48.8% | -46.6% | ||
| Q3 24 | 49.6% | 11.1% | ||
| Q2 24 | 49.6% | 9.9% |
净利率AXBGS
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | -4.4% | ||
| Q2 25 | 34.4% | -2.3% | ||
| Q1 25 | 34.1% | 0.2% | ||
| Q4 24 | 34.0% | -40.3% | ||
| Q3 24 | 35.0% | 1.6% | ||
| Q2 24 | 36.0% | 0.9% |
每股收益（稀释后）AXBGS
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $-0.24 | ||
| Q2 25 | $1.89 | $-0.12 | ||
| Q1 25 | $1.81 | $0.01 | ||
| Q4 24 | $1.80 | $-2.81 | ||
| Q3 24 | $1.93 | $0.09 | ||
| Q2 24 | $1.75 | $0.05 |
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 | — | $60.9M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $3.1B | $470.7M |
| 总资产 | $29.2B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 4.30× |
8季度趋势，按日历期对齐
现金及短期投资AXBGS
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $60.9M | ||
| Q2 25 | $1.9B | $54.1M | ||
| Q1 25 | $2.0B | $61.2M | ||
| Q4 24 | $2.4B | $50.6M | ||
| Q3 24 | $2.6B | $54.7M | ||
| Q2 24 | $2.0B | $40.3M |
总债务AXBGS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | $312.7M | $2.0B | ||
| Q1 25 | $377.4M | $2.0B | ||
| Q4 24 | $358.7M | $2.0B | ||
| Q3 24 | $313.5M | $2.1B | ||
| Q2 24 | $325.7M | $2.0B |
股东权益AXBGS
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $470.7M | ||
| Q2 25 | $2.7B | $501.4M | ||
| Q1 25 | $2.6B | $513.1M | ||
| Q4 24 | $2.5B | $524.8M | ||
| Q3 24 | $2.4B | $755.3M | ||
| Q2 24 | $2.3B | $765.0M |
总资产AXBGS
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $2.9B | ||
| Q2 25 | $24.8B | $2.9B | ||
| Q1 25 | $24.0B | $3.0B | ||
| Q4 24 | $23.7B | $3.0B | ||
| Q3 24 | $23.6B | $3.4B | ||
| Q2 24 | $22.9B | $3.4B |
负债/权益比AXBGS
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 4.30× | ||
| Q2 25 | 0.12× | 3.97× | ||
| Q1 25 | 0.14× | 3.91× | ||
| Q4 24 | 0.14× | 3.85× | ||
| Q3 24 | 0.13× | 2.75× | ||
| Q2 24 | 0.14× | 2.67× |
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 | — | $-64.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-70.7M |
| 自由现金流率自由现金流/营收 | — | -16.1% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 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 | — | $54.8M |
8季度趋势，按日历期对齐
经营现金流AXBGS
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $-64.6M | ||
| Q2 25 | $490.3M | $17.8M | ||
| Q1 25 | $73.7M | $52.7M | ||
| Q4 24 | $162.5M | $80.3M | ||
| Q3 24 | $70.8M | $4.2M | ||
| Q2 24 | $305.5M | $11.3M |
自由现金流AXBGS
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $-70.7M | ||
| Q2 25 | $436.1M | $11.5M | ||
| Q1 25 | $65.1M | $42.4M | ||
| Q4 24 | $156.4M | $71.7M | ||
| Q3 24 | $53.0M | $-679.0K | ||
| Q2 24 | $269.5M | $5.2M |
自由现金流率AXBGS
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | -16.1% | ||
| Q2 25 | 135.7% | 2.7% | ||
| Q1 25 | 21.1% | 10.0% | ||
| Q4 24 | 50.8% | 13.0% | ||
| Q3 24 | 16.5% | -0.1% | ||
| Q2 24 | 92.6% | 1.2% |
资本支出强度AXBGS
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 1.4% | ||
| Q2 25 | 16.9% | 1.5% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 2.0% | 1.6% | ||
| Q3 24 | 5.5% | 1.0% | ||
| Q2 24 | 12.4% | 1.4% |
现金转化率AXBGS
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | 63.17× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 0.56× | ||
| Q2 24 | 2.91× | 2.87× |
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% |
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |
