vs
Axos Financial, Inc.（AX）与铱星通信（IRDM）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是铱星通信的1.8倍（$392.2M vs $219.1M），Axos Financial, Inc.净利率更高（31.8% vs 9.9%，领先21.9%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 4.4%）
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。
铱星通信是一家总部位于美国弗吉尼亚州麦克莱恩的上市企业，运营着由80颗卫星组成的铱星星座，其中66颗为工作星，14颗为在轨备用星。其卫星网络支持手持卫星电话、卫星通信终端及集成收发设备实现全球范围的语音和数据传输，还可提供双向卫星消息服务，满足全球各场景的通信需求。
AX vs IRDM — 直观对比
营收规模更大
AX
是对方的1.8倍
$219.1M
净利率更高
AX
高出21.9%
9.9%
两年增速更快
AX
近两年复合增速
4.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $219.1M |
| 净利润 | $124.7M | $21.6M |
| 毛利率 | — | — |
| 营业利润率 | — | 23.2% |
| 净利率 | 31.8% | 9.9% |
| 营收同比 | — | 1.9% |
| 净利润同比 | 18.5% | — |
| 每股收益（稀释后） | $2.15 | — |
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AXIRDM
| Q1 26 | $392.2M | $219.1M | ||
| Q4 25 | $385.1M | $212.9M | ||
| Q3 25 | $323.4M | $226.9M | ||
| Q2 25 | $321.4M | $216.9M | ||
| Q1 25 | $308.8M | $214.9M | ||
| Q4 24 | $307.9M | $213.0M | ||
| Q3 24 | $320.7M | $212.8M | ||
| Q2 24 | $290.9M | $201.1M |
净利润AXIRDM
| Q1 26 | $124.7M | $21.6M | ||
| Q4 25 | $128.4M | $24.9M | ||
| Q3 25 | $112.4M | $37.1M | ||
| Q2 25 | $110.7M | $22.0M | ||
| Q1 25 | $105.2M | $30.4M | ||
| Q4 24 | $104.7M | $36.3M | ||
| Q3 24 | $112.3M | $24.4M | ||
| Q2 24 | $104.9M | $32.3M |
营业利润率AXIRDM
| Q1 26 | — | 23.2% | ||
| Q4 25 | 45.6% | 25.9% | ||
| Q3 25 | 46.3% | 30.9% | ||
| Q2 25 | 48.5% | 23.2% | ||
| Q1 25 | 47.9% | 28.1% | ||
| Q4 24 | 48.8% | 24.5% | ||
| Q3 24 | 49.6% | 25.8% | ||
| Q2 24 | 49.6% | 21.7% |
净利率AXIRDM
| Q1 26 | 31.8% | 9.9% | ||
| Q4 25 | 33.3% | 11.7% | ||
| Q3 25 | 34.7% | 16.4% | ||
| Q2 25 | 34.4% | 10.1% | ||
| Q1 25 | 34.1% | 14.2% | ||
| Q4 24 | 34.0% | 17.1% | ||
| Q3 24 | 35.0% | 11.5% | ||
| Q2 24 | 36.0% | 16.1% |
每股收益（稀释后）AXIRDM
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.24 | ||
| Q3 25 | $1.94 | $0.35 | ||
| Q2 25 | $1.89 | $0.20 | ||
| Q1 25 | $1.81 | $0.27 | ||
| Q4 24 | $1.80 | $0.30 | ||
| Q3 24 | $1.93 | $0.21 | ||
| Q2 24 | $1.75 | $0.27 |
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 | — | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | — |
| 总资产 | $29.2B | — |
| 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AXIRDM
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $96.5M | ||
| Q3 25 | $2.6B | $88.5M | ||
| Q2 25 | $1.9B | $79.3M | ||
| Q1 25 | $2.0B | $50.9M | ||
| Q4 24 | $2.4B | $93.5M | ||
| Q3 24 | $2.6B | $159.6M | ||
| Q2 24 | $2.0B | $63.5M |
总债务AXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | $1.8B | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
股东权益AXIRDM
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $462.6M | ||
| Q3 25 | $2.8B | $450.5M | ||
| Q2 25 | $2.7B | $473.6M | ||
| Q1 25 | $2.6B | $518.4M | ||
| Q4 24 | $2.5B | $576.6M | ||
| Q3 24 | $2.4B | $663.8M | ||
| Q2 24 | $2.3B | $786.7M |
总资产AXIRDM
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.5B | ||
| Q3 25 | $27.4B | $2.6B | ||
| Q2 25 | $24.8B | $2.6B | ||
| Q1 25 | $24.0B | $2.6B | ||
| Q4 24 | $23.7B | $2.7B | ||
| Q3 24 | $23.6B | $2.8B | ||
| Q2 24 | $22.9B | $2.7B |
负债/权益比AXIRDM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.80× | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | 3.05× | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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% |
IRDM
| Voice and data | $57.4M | 26% |
| IoT data (2) | $46.0M | 21% |
| Government | $39.5M | 18% |
| Government service revenue (5) | $27.6M | 13% |
| Subscriber equipment | $20.2M | 9% |
| Hosted payload and other data service (4) | $14.8M | 7% |
| Broadband (3) | $12.2M | 6% |
| Commercial | $1.3M | 1% |
