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Axos Financial, Inc.（AX）与Kodiak Gas Services, Inc.（KGS）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Kodiak Gas Services, Inc.的1.2倍（$385.1M vs $332.9M），Axos Financial, Inc.净利率更高（33.3% vs 7.4%，领先25.9%），Axos Financial, Inc.同比增速更快（25.1% vs 7.5%），Kodiak Gas Services, Inc.自由现金流更多（$142.0M vs $85.4M），过去两年Kodiak Gas Services, Inc.的营收复合增速更高（24.3% vs 14.3%）
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。
Kodiak Gas Services是北美知名的天然气压缩服务供应商，主要服务油气行业上下游客户，提供定制化压缩设备、运维及运营支持，帮助客户优化陆上天然气收集、处理与运输全流程的运营效率。
AX vs KGS — 直观对比
营收规模更大
AX
是对方的1.2倍
$332.9M
营收增速更快
AX
高出17.5%
7.5%
净利率更高
AX
高出25.9%
7.4%
自由现金流更多
KGS
多$56.6M
$85.4M
两年增速更快
KGS
近两年复合增速
14.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $332.9M |
| 净利润 | $128.4M | $24.6M |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | 26.1% |
| 净利率 | 33.3% | 7.4% |
| 营收同比 | 25.1% | 7.5% |
| 净利润同比 | 22.6% | 29.0% |
| 每股收益（稀释后） | $2.22 | $0.30 |
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AXKGS
| Q4 25 | $385.1M | $332.9M | ||
| Q3 25 | $323.4M | $322.7M | ||
| Q2 25 | $321.4M | $322.8M | ||
| Q1 25 | $308.8M | $329.6M | ||
| Q4 24 | $307.9M | $309.5M | ||
| Q3 24 | $320.7M | $324.6M | ||
| Q2 24 | $290.9M | $309.7M | ||
| Q1 24 | $294.8M | $215.5M |
净利润AXKGS
| Q4 25 | $128.4M | $24.6M | ||
| Q3 25 | $112.4M | $-14.0M | ||
| Q2 25 | $110.7M | $39.5M | ||
| Q1 25 | $105.2M | $30.4M | ||
| Q4 24 | $104.7M | $19.1M | ||
| Q3 24 | $112.3M | $-5.6M | ||
| Q2 24 | $104.9M | $6.2M | ||
| Q1 24 | $110.7M | $30.2M |
毛利率AXKGS
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 37.5% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 39.4% |
营业利润率AXKGS
| Q4 25 | 45.6% | 26.1% | ||
| Q3 25 | 46.3% | 19.9% | ||
| Q2 25 | 48.5% | 30.9% | ||
| Q1 25 | 47.9% | 27.1% | ||
| Q4 24 | 48.8% | 22.3% | ||
| Q3 24 | 49.6% | 20.4% | ||
| Q2 24 | 49.6% | 17.5% | ||
| Q1 24 | 52.8% | 27.9% |
净利率AXKGS
| Q4 25 | 33.3% | 7.4% | ||
| Q3 25 | 34.7% | -4.3% | ||
| Q2 25 | 34.4% | 12.2% | ||
| Q1 25 | 34.1% | 9.2% | ||
| Q4 24 | 34.0% | 6.2% | ||
| Q3 24 | 35.0% | -1.7% | ||
| Q2 24 | 36.0% | 2.0% | ||
| Q1 24 | 37.6% | 14.0% |
每股收益（稀释后）AXKGS
| Q4 25 | $2.22 | $0.30 | ||
| Q3 25 | $1.94 | $-0.17 | ||
| Q2 25 | $1.89 | $0.43 | ||
| Q1 25 | $1.81 | $0.33 | ||
| Q4 24 | $1.80 | $0.18 | ||
| Q3 24 | $1.93 | $-0.07 | ||
| Q2 24 | $1.75 | $0.06 | ||
| Q1 24 | $1.91 | $0.39 |
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 | $3.2M |
| 总债务越低越好 | — | $2.6B |
| 股东权益账面价值 | $2.9B | $1.2B |
| 总资产 | $28.2B | $4.3B |
| 负债/权益比越低杠杆越低 | — | 2.12× |
8季度趋势，按日历期对齐
现金及短期投资AXKGS
| Q4 25 | $1.0B | $3.2M | ||
| Q3 25 | $2.6B | $724.0K | ||
| Q2 25 | $1.9B | $5.4M | ||
| Q1 25 | $2.0B | $1.9M | ||
| Q4 24 | $2.4B | $4.8M | ||
| Q3 24 | $2.6B | $7.4M | ||
| Q2 24 | $2.0B | $3.9M | ||
| Q1 24 | $2.1B | $9.3M |
总债务AXKGS
| Q4 25 | — | $2.6B | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | $312.7M | $2.5B | ||
| Q1 25 | $377.4M | $2.6B | ||
| Q4 24 | $358.7M | $2.6B | ||
| Q3 24 | $313.5M | $2.6B | ||
| Q2 24 | $325.7M | $2.5B | ||
| Q1 24 | $330.4M | — |
股东权益AXKGS
| Q4 25 | $2.9B | $1.2B | ||
| Q3 25 | $2.8B | $1.3B | ||
| Q2 25 | $2.7B | $1.3B | ||
| Q1 25 | $2.6B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.2B | $1.1B |
总资产AXKGS
| Q4 25 | $28.2B | $4.3B | ||
| Q3 25 | $27.4B | $4.4B | ||
| Q2 25 | $24.8B | $4.4B | ||
| Q1 25 | $24.0B | $4.4B | ||
| Q4 24 | $23.7B | $4.4B | ||
| Q3 24 | $23.6B | $4.5B | ||
| Q2 24 | $22.9B | $4.4B | ||
| Q1 24 | $22.6B | $3.3B |
负债/权益比AXKGS
| Q4 25 | — | 2.12× | ||
| Q3 25 | — | 2.08× | ||
| Q2 25 | 0.12× | 1.89× | ||
| Q1 25 | 0.14× | 1.91× | ||
| Q4 24 | 0.14× | 1.88× | ||
| Q3 24 | 0.13× | 1.86× | ||
| Q2 24 | 0.14× | 1.71× | ||
| Q1 24 | 0.15× | — |
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 | $194.9M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $142.0M |
| 自由现金流率自由现金流/营收 | 22.2% | 42.7% |
| 资本支出强度资本支出/营收 | 4.9% | 15.9% |
| 现金转化率经营现金流/净利润 | 0.81× | 7.91× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $284.3M |
8季度趋势，按日历期对齐
经营现金流AXKGS
| Q4 25 | $104.1M | $194.9M | ||
| Q3 25 | $118.4M | $113.4M | ||
| Q2 25 | $490.3M | $177.2M | ||
| Q1 25 | $73.7M | $114.3M | ||
| Q4 24 | $162.5M | $118.5M | ||
| Q3 24 | $70.8M | $36.9M | ||
| Q2 24 | $305.5M | $121.1M | ||
| Q1 24 | $115.8M | $51.5M |
自由现金流AXKGS
| Q4 25 | $85.4M | $142.0M | ||
| Q3 25 | $109.3M | $10.9M | ||
| Q2 25 | $436.1M | $94.6M | ||
| Q1 25 | $65.1M | $36.8M | ||
| Q4 24 | $156.4M | $45.2M | ||
| Q3 24 | $53.0M | $-49.7M | ||
| Q2 24 | $269.5M | $4.0M | ||
| Q1 24 | $107.3M | $-8.6M |
自由现金流率AXKGS
| Q4 25 | 22.2% | 42.7% | ||
| Q3 25 | 33.8% | 3.4% | ||
| Q2 25 | 135.7% | 29.3% | ||
| Q1 25 | 21.1% | 11.2% | ||
| Q4 24 | 50.8% | 14.6% | ||
| Q3 24 | 16.5% | -15.3% | ||
| Q2 24 | 92.6% | 1.3% | ||
| Q1 24 | 36.4% | -4.0% |
资本支出强度AXKGS
| Q4 25 | 4.9% | 15.9% | ||
| Q3 25 | 2.8% | 31.7% | ||
| Q2 25 | 16.9% | 25.6% | ||
| Q1 25 | 2.8% | 23.5% | ||
| Q4 24 | 2.0% | 23.7% | ||
| Q3 24 | 5.5% | 26.7% | ||
| Q2 24 | 12.4% | 37.8% | ||
| Q1 24 | 2.9% | 27.9% |
现金转化率AXKGS
| Q4 25 | 0.81× | 7.91× | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | 4.49× | ||
| Q1 25 | 0.70× | 3.76× | ||
| Q4 24 | 1.55× | 6.21× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | 19.44× | ||
| Q1 24 | 1.05× | 1.70× |
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
KGS
| Other Services | $126.8M | 38% |
| Other | $112.2M | 34% |
| Transferred At Point In Time | $93.8M | 28% |
