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Axos Financial, Inc.（AX）与EAGLE MATERIALS INC（EXP）财务数据对比。点击上方公司名可切换其他公司
EAGLE MATERIALS INC的季度营收约是Axos Financial, Inc.的1.4倍（$556.0M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 18.5%，领先14.8%），Axos Financial, Inc.同比增速更快（25.1% vs -0.4%），Axos Financial, Inc.自由现金流更多（$85.4M vs $60.8M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs 8.0%）
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。
Eagle Materials Inc.是总部位于美国得克萨斯州达拉斯的建筑材料生产企业，主营产品包括水泥、混凝土、建筑骨料、石膏、墙板、纸板以及水力压裂作业专用砂，产品广泛应用于建筑施工、能源开发等多个领域。
AX vs EXP — 直观对比
营收规模更大
EXP
是对方的1.4倍
$385.1M
营收增速更快
AX
高出25.4%
-0.4%
净利率更高
AX
高出14.8%
18.5%
自由现金流更多
AX
多$24.7M
$60.8M
两年增速更快
AX
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $556.0M |
| 净利润 | $128.4M | $102.9M |
| 毛利率 | — | 28.9% |
| 营业利润率 | 45.6% | — |
| 净利率 | 33.3% | 18.5% |
| 营收同比 | 25.1% | -0.4% |
| 净利润同比 | 22.6% | -13.9% |
| 每股收益（稀释后） | $2.22 | $3.22 |
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AXEXP
| Q4 25 | $385.1M | $556.0M | ||
| Q3 25 | $323.4M | $638.9M | ||
| Q2 25 | $321.4M | $634.7M | ||
| Q1 25 | $308.8M | $470.2M | ||
| Q4 24 | $307.9M | $558.0M | ||
| Q3 24 | $320.7M | $623.6M | ||
| Q2 24 | $290.9M | $608.7M | ||
| Q1 24 | $294.8M | $476.7M |
净利润AXEXP
| Q4 25 | $128.4M | $102.9M | ||
| Q3 25 | $112.4M | $137.4M | ||
| Q2 25 | $110.7M | $123.4M | ||
| Q1 25 | $105.2M | $66.5M | ||
| Q4 24 | $104.7M | $119.6M | ||
| Q3 24 | $112.3M | $143.5M | ||
| Q2 24 | $104.9M | $133.8M | ||
| Q1 24 | $110.7M | $77.1M |
毛利率AXEXP
| Q4 25 | — | 28.9% | ||
| Q3 25 | — | 31.3% | ||
| Q2 25 | — | 29.2% | ||
| Q1 25 | — | 22.2% | ||
| Q4 24 | — | 31.9% | ||
| Q3 24 | — | 32.7% | ||
| Q2 24 | — | 30.7% | ||
| Q1 24 | — | 25.1% |
营业利润率AXEXP
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 48.5% | — | ||
| Q1 25 | 47.9% | — | ||
| Q4 24 | 48.8% | 32.8% | ||
| Q3 24 | 49.6% | 34.2% | ||
| Q2 24 | 49.6% | 32.0% | ||
| Q1 24 | 52.8% | 26.9% |
净利率AXEXP
| Q4 25 | 33.3% | 18.5% | ||
| Q3 25 | 34.7% | 21.5% | ||
| Q2 25 | 34.4% | 19.4% | ||
| Q1 25 | 34.1% | 14.1% | ||
| Q4 24 | 34.0% | 21.4% | ||
| Q3 24 | 35.0% | 23.0% | ||
| Q2 24 | 36.0% | 22.0% | ||
| Q1 24 | 37.6% | 16.2% |
每股收益（稀释后）AXEXP
| Q4 25 | $2.22 | $3.22 | ||
| Q3 25 | $1.94 | $4.23 | ||
| Q2 25 | $1.89 | $3.76 | ||
| Q1 25 | $1.81 | $2.01 | ||
| Q4 24 | $1.80 | $3.56 | ||
| Q3 24 | $1.93 | $4.26 | ||
| Q2 24 | $1.75 | $3.94 | ||
| Q1 24 | $1.91 | $2.23 |
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 | $1.0B | $419.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $1.5B |
| 总资产 | $28.2B | $3.8B |
| 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AXEXP
| Q4 25 | $1.0B | $419.0M | ||
| Q3 25 | $2.6B | $35.0M | ||
| Q2 25 | $1.9B | $59.7M | ||
| Q1 25 | $2.0B | $20.4M | ||
| Q4 24 | $2.4B | $31.2M | ||
| Q3 24 | $2.6B | $93.9M | ||
| Q2 24 | $2.0B | $46.5M | ||
| Q1 24 | $2.1B | $34.9M |
总债务AXEXP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | $1.2B | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | $1.1B |
股东权益AXEXP
| Q4 25 | $2.9B | $1.5B | ||
| Q3 25 | $2.8B | $1.5B | ||
| Q2 25 | $2.7B | $1.5B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B | ||
| Q1 24 | $2.2B | $1.3B |
总资产AXEXP
| Q4 25 | $28.2B | $3.8B | ||
| Q3 25 | $27.4B | $3.4B | ||
| Q2 25 | $24.8B | $3.4B | ||
| Q1 25 | $24.0B | $3.3B | ||
| Q4 24 | $23.7B | $3.0B | ||
| Q3 24 | $23.6B | $3.1B | ||
| Q2 24 | $22.9B | $3.0B | ||
| Q1 24 | $22.6B | $2.9B |
负债/权益比AXEXP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | 0.86× | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | 0.84× |
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 | $104.1M | $170.8M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $60.8M |
| 自由现金流率自由现金流/营收 | 22.2% | 10.9% |
| 资本支出强度资本支出/营收 | 4.9% | 19.8% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $231.8M |
8季度趋势，按日历期对齐
经营现金流AXEXP
| Q4 25 | $104.1M | $170.8M | ||
| Q3 25 | $118.4M | $204.6M | ||
| Q2 25 | $490.3M | $136.6M | ||
| Q1 25 | $73.7M | $62.8M | ||
| Q4 24 | $162.5M | $119.9M | ||
| Q3 24 | $70.8M | $233.3M | ||
| Q2 24 | $305.5M | $132.6M | ||
| Q1 24 | $115.8M | $63.4M |
自由现金流AXEXP
| Q4 25 | $85.4M | $60.8M | ||
| Q3 25 | $109.3M | $96.1M | ||
| Q2 25 | $436.1M | $60.5M | ||
| Q1 25 | $65.1M | $14.5M | ||
| Q4 24 | $156.4M | $72.5M | ||
| Q3 24 | $53.0M | $166.8M | ||
| Q2 24 | $269.5M | $99.5M | ||
| Q1 24 | $107.3M | $30.9M |
自由现金流率AXEXP
| Q4 25 | 22.2% | 10.9% | ||
| Q3 25 | 33.8% | 15.0% | ||
| Q2 25 | 135.7% | 9.5% | ||
| Q1 25 | 21.1% | 3.1% | ||
| Q4 24 | 50.8% | 13.0% | ||
| Q3 24 | 16.5% | 26.7% | ||
| Q2 24 | 92.6% | 16.3% | ||
| Q1 24 | 36.4% | 6.5% |
资本支出强度AXEXP
| Q4 25 | 4.9% | 19.8% | ||
| Q3 25 | 2.8% | 17.0% | ||
| Q2 25 | 16.9% | 12.0% | ||
| Q1 25 | 2.8% | 10.3% | ||
| Q4 24 | 2.0% | 8.5% | ||
| Q3 24 | 5.5% | 10.7% | ||
| Q2 24 | 12.4% | 5.4% | ||
| Q1 24 | 2.9% | 6.8% |
现金转化率AXEXP
| Q4 25 | 0.81× | 1.66× | ||
| Q3 25 | 1.05× | 1.49× | ||
| Q2 25 | 4.43× | 1.11× | ||
| Q1 25 | 0.70× | 0.94× | ||
| Q4 24 | 1.55× | 1.00× | ||
| Q3 24 | 0.63× | 1.63× | ||
| Q2 24 | 2.91× | 0.99× | ||
| Q1 24 | 1.05× | 0.82× |
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
暂无分部数据
EXP
| External Customers | $283.5M | 51% |
| Gypsum Wallboard | $175.9M | 32% |
| Recycled Paperboard | $47.8M | 9% |
| Corporate Joint Venture | $29.4M | 5% |
| Other | $11.8M | 2% |
| Western Pennsylvania Acquisition | $7.6M | 1% |
