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Axos Financial, Inc.（AX）与哈雷戴维森（HOG）财务数据对比。点击上方公司名可切换其他公司
哈雷戴维森的季度营收约是Axos Financial, Inc.的1.0倍（$390.5M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs -72.3%，领先105.7%），Axos Financial, Inc.同比增速更快（25.1% vs -9.4%），哈雷戴维森自由现金流更多（$100.4M vs $85.4M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -48.6%）
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。
哈雷戴维森是源自美国的摩托车制造商与生活方式品牌，总部位于威斯康星州密尔沃基，创立于1903年。它是大萧条时期幸存下来的两大美国摩托车厂商之一，历经多次股权变动、子公司调整、经营困境与全球竞争，如今已是全球知名的标志性品牌。
AX vs HOG — 直观对比
营收规模更大
HOG
是对方的1.0倍
$385.1M
营收增速更快
AX
高出34.4%
-9.4%
净利率更高
AX
高出105.7%
-72.3%
自由现金流更多
HOG
多$15.0M
$85.4M
两年增速更快
AX
近两年复合增速
-48.6%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $390.5M |
| 净利润 | $128.4M | $-282.6M |
| 毛利率 | — | -7.9% |
| 营业利润率 | 45.6% | -92.4% |
| 净利率 | 33.3% | -72.3% |
| 营收同比 | 25.1% | -9.4% |
| 净利润同比 | 22.6% | -138.6% |
| 每股收益（稀释后） | $2.22 | $-2.27 |
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AXHOG
| Q4 25 | $385.1M | $390.5M | ||
| Q3 25 | $323.4M | $1.1B | ||
| Q2 25 | $321.4M | $1.0B | ||
| Q1 25 | $308.8M | $1.1B | ||
| Q4 24 | $307.9M | $430.9M | ||
| Q3 24 | $320.7M | $881.2M | ||
| Q2 24 | $290.9M | $1.4B | ||
| Q1 24 | $294.8M | $1.5B |
净利润AXHOG
| Q4 25 | $128.4M | $-282.6M | ||
| Q3 25 | $112.4M | $377.4M | ||
| Q2 25 | $110.7M | $107.6M | ||
| Q1 25 | $105.2M | $133.1M | ||
| Q4 24 | $104.7M | $-118.4M | ||
| Q3 24 | $112.3M | $119.0M | ||
| Q2 24 | $104.9M | $218.3M | ||
| Q1 24 | $110.7M | $234.9M |
毛利率AXHOG
| Q4 25 | — | -7.9% | ||
| Q3 25 | — | 26.0% | ||
| Q2 25 | — | 28.5% | ||
| Q1 25 | — | 28.9% | ||
| Q4 24 | — | -2.0% | ||
| Q3 24 | — | 29.8% | ||
| Q2 24 | — | 31.8% | ||
| Q1 24 | — | 30.9% |
营业利润率AXHOG
| Q4 25 | 45.6% | -92.4% | ||
| Q3 25 | 46.3% | 44.0% | ||
| Q2 25 | 48.5% | 10.7% | ||
| Q1 25 | 47.9% | 14.8% | ||
| Q4 24 | 48.8% | -44.9% | ||
| Q3 24 | 49.6% | 12.0% | ||
| Q2 24 | 49.6% | 17.8% | ||
| Q1 24 | 52.8% | 17.8% |
净利率AXHOG
| Q4 25 | 33.3% | -72.3% | ||
| Q3 25 | 34.7% | 35.0% | ||
| Q2 25 | 34.4% | 10.2% | ||
| Q1 25 | 34.1% | 12.3% | ||
| Q4 24 | 34.0% | -27.5% | ||
| Q3 24 | 35.0% | 13.5% | ||
| Q2 24 | 36.0% | 16.1% | ||
| Q1 24 | 37.6% | 15.9% |
每股收益（稀释后）AXHOG
| Q4 25 | $2.22 | $-2.27 | ||
| Q3 25 | $1.94 | $3.10 | ||
| Q2 25 | $1.89 | $0.88 | ||
| Q1 25 | $1.81 | $1.07 | ||
| Q4 24 | $1.80 | $-0.82 | ||
| Q3 24 | $1.93 | $0.91 | ||
| Q2 24 | $1.75 | $1.63 | ||
| Q1 24 | $1.91 | $1.72 |
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 | $3.1B |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $2.9B | $3.1B |
| 总资产 | $28.2B | $8.0B |
| 负债/权益比越低杠杆越低 | — | 0.79× |
8季度趋势，按日历期对齐
现金及短期投资AXHOG
| Q4 25 | $1.0B | $3.1B | ||
| Q3 25 | $2.6B | $1.8B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.6B | $2.2B | ||
| Q2 24 | $2.0B | $1.8B | ||
| Q1 24 | $2.1B | $1.5B |
总债务AXHOG
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $4.5B | ||
| Q2 25 | $312.7M | $6.4B | ||
| Q1 25 | $377.4M | $6.8B | ||
| Q4 24 | $358.7M | $6.3B | ||
| Q3 24 | $313.5M | $7.3B | ||
| Q2 24 | $325.7M | $7.0B | ||
| Q1 24 | $330.4M | $6.3B |
股东权益AXHOG
| Q4 25 | $2.9B | $3.1B | ||
| Q3 25 | $2.8B | $3.6B | ||
| Q2 25 | $2.7B | $3.3B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.4B | $3.4B | ||
| Q2 24 | $2.3B | $3.4B | ||
| Q1 24 | $2.2B | $3.3B |
总资产AXHOG
| Q4 25 | $28.2B | $8.0B | ||
| Q3 25 | $27.4B | $10.6B | ||
| Q2 25 | $24.8B | $12.1B | ||
| Q1 25 | $24.0B | $12.4B | ||
| Q4 24 | $23.7B | $11.9B | ||
| Q3 24 | $23.6B | $13.0B | ||
| Q2 24 | $22.9B | $12.8B | ||
| Q1 24 | $22.6B | $12.3B |
负债/权益比AXHOG
| Q4 25 | — | 0.79× | ||
| Q3 25 | — | 1.25× | ||
| Q2 25 | 0.12× | 1.91× | ||
| Q1 25 | 0.14× | 2.14× | ||
| Q4 24 | 0.14× | 2.00× | ||
| Q3 24 | 0.13× | 2.13× | ||
| Q2 24 | 0.14× | 2.03× | ||
| Q1 24 | 0.15× | 1.88× |
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 | $152.0M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $100.4M |
| 自由现金流率自由现金流/营收 | 22.2% | 25.7% |
| 资本支出强度资本支出/营收 | 4.9% | 13.2% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | $695.9M | $415.2M |
8季度趋势，按日历期对齐
经营现金流AXHOG
| Q4 25 | $104.1M | $152.0M | ||
| Q3 25 | $118.4M | $-92.6M | ||
| Q2 25 | $490.3M | $368.0M | ||
| Q1 25 | $73.7M | $141.5M | ||
| Q4 24 | $162.5M | $133.2M | ||
| Q3 24 | $70.8M | $353.0M | ||
| Q2 24 | $305.5M | $473.6M | ||
| Q1 24 | $115.8M | $104.0M |
自由现金流AXHOG
| Q4 25 | $85.4M | $100.4M | ||
| Q3 25 | $109.3M | $-129.1M | ||
| Q2 25 | $436.1M | $332.4M | ||
| Q1 25 | $65.1M | $111.6M | ||
| Q4 24 | $156.4M | $77.0M | ||
| Q3 24 | $53.0M | $300.4M | ||
| Q2 24 | $269.5M | $432.2M | ||
| Q1 24 | $107.3M | $57.6M |
自由现金流率AXHOG
| Q4 25 | 22.2% | 25.7% | ||
| Q3 25 | 33.8% | -12.0% | ||
| Q2 25 | 135.7% | 31.7% | ||
| Q1 25 | 21.1% | 10.3% | ||
| Q4 24 | 50.8% | 17.9% | ||
| Q3 24 | 16.5% | 34.1% | ||
| Q2 24 | 92.6% | 31.9% | ||
| Q1 24 | 36.4% | 3.9% |
资本支出强度AXHOG
| Q4 25 | 4.9% | 13.2% | ||
| Q3 25 | 2.8% | 3.4% | ||
| Q2 25 | 16.9% | 3.4% | ||
| Q1 25 | 2.8% | 2.8% | ||
| Q4 24 | 2.0% | 13.0% | ||
| Q3 24 | 5.5% | 6.0% | ||
| Q2 24 | 12.4% | 3.1% | ||
| Q1 24 | 2.9% | 3.1% |
现金转化率AXHOG
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | -0.25× | ||
| Q2 25 | 4.43× | 3.42× | ||
| Q1 25 | 0.70× | 1.06× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 2.97× | ||
| Q2 24 | 2.91× | 2.17× | ||
| Q1 24 | 1.05× | 0.44× |
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
AX
暂无分部数据
HOG
| Motorcycles | $193.9M | 50% |
| Other | $63.8M | 16% |
| Other Income Financial Services | $59.8M | 15% |
| Apparel | $47.2M | 12% |
| Livewire Segment | $11.4M | 3% |
