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Axos Financial, Inc.（AX）与和黄医药（HCM）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是和黄医药的1.4倍（$392.2M vs $270.8M），Axos Financial, Inc.净利率更高（31.8% vs 0.7%，领先31.1%）
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。
和黄医药是一家国际化生物制药企业，专注于肿瘤、免疫类疾病的靶向疗法与免疫疗法的研发、生产及商业化，核心市场覆盖中国及全球多个国家地区，已有多款肿瘤治疗药物上市，后期临床管线储备丰富。
AX vs HCM — 直观对比
营收规模更大
AX
是对方的1.4倍
$270.8M
净利率更高
AX
高出31.1%
0.7%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $270.8M |
| 净利润 | $124.7M | $2.0M |
| 毛利率 | — | 37.7% |
| 营业利润率 | — | -13.2% |
| 净利率 | 31.8% | 0.7% |
| 营收同比 | — | -16.5% |
| 净利润同比 | 18.5% | -83.6% |
| 每股收益（稀释后） | $2.15 | $0.00 |
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AXHCM
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $270.8M | ||
| Q3 25 | $323.4M | — | ||
| Q2 25 | $321.4M | $277.7M | ||
| Q1 25 | $308.8M | $324.5M | ||
| Q4 24 | $307.9M | — | ||
| Q3 24 | $320.7M | — | ||
| Q2 24 | $290.9M | $305.7M |
净利润AXHCM
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $2.0M | ||
| Q3 25 | $112.4M | — | ||
| Q2 25 | $110.7M | $455.0M | ||
| Q1 25 | $105.2M | $11.9M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | — | ||
| Q2 24 | $104.9M | $25.8M |
毛利率AXHCM
| Q1 26 | — | — | ||
| Q4 25 | — | 37.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 48.0% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 41.1% |
营业利润率AXHCM
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | -13.2% | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 48.5% | -1.3% | ||
| Q1 25 | 47.9% | -5.0% | ||
| Q4 24 | 48.8% | — | ||
| Q3 24 | 49.6% | — | ||
| Q2 24 | 49.6% | -9.0% |
净利率AXHCM
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 0.7% | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 34.4% | 163.8% | ||
| Q1 25 | 34.1% | 3.7% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | — | ||
| Q2 24 | 36.0% | 8.4% |
每股收益（稀释后）AXHCM
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.00 | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | $0.52 | ||
| Q1 25 | $1.81 | $0.01 | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | $0.03 |
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 | — | $1.4B |
| 总债务越低越好 | — | $93.2M |
| 股东权益账面价值 | $3.1B | $1.2B |
| 总资产 | $29.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.08× |
8季度趋势，按日历期对齐
现金及短期投资AXHCM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.9B | $1.4B | ||
| Q1 25 | $2.0B | $836.1M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | $802.5M |
总债务AXHCM
| Q1 26 | — | — | ||
| Q4 25 | — | $93.2M | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | $93.4M | ||
| Q1 25 | $377.4M | $82.8M | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | $82.1M |
股东权益AXHCM
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $759.9M | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | $740.1M |
总资产AXHCM
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.8B | ||
| Q3 25 | $27.4B | — | ||
| Q2 25 | $24.8B | $1.8B | ||
| Q1 25 | $24.0B | $1.3B | ||
| Q4 24 | $23.7B | — | ||
| Q3 24 | $23.6B | — | ||
| Q2 24 | $22.9B | $1.3B |
负债/权益比AXHCM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.08× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | 0.08× | ||
| Q1 25 | 0.14× | 0.11× | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | 0.11× |
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 | — | $8.2M |
| 自由现金流经营现金流 - 资本支出 | — | $3.4M |
| 自由现金流率自由现金流/营收 | — | 1.2% |
| 资本支出强度资本支出/营收 | — | 1.8% |
| 现金转化率经营现金流/净利润 | — | 4.21× |
| 过去12个月自由现金流最近4个季度 | — | $-96.2M |
8季度趋势，按日历期对齐
经营现金流AXHCM
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $8.2M | ||
| Q3 25 | $118.4M | — | ||
| Q2 25 | $490.3M | $-72.9M | ||
| Q1 25 | $73.7M | $40.3M | ||
| Q4 24 | $162.5M | — | ||
| Q3 24 | $70.8M | — | ||
| Q2 24 | $305.5M | $-39.8M |
自由现金流AXHCM
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $3.4M | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | $-82.2M | ||
| Q1 25 | $65.1M | $32.5M | ||
| Q4 24 | $156.4M | — | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | $-49.9M |
自由现金流率AXHCM
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 1.2% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | -29.6% | ||
| Q1 25 | 21.1% | 10.0% | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | -16.3% |
资本支出强度AXHCM
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 1.8% | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 16.9% | 3.3% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 12.4% | 3.3% |
现金转化率AXHCM
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 4.21× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | -0.16× | ||
| Q1 25 | 0.70× | 3.38× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | -1.54× |
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% |
HCM
暂无分部数据
