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Axos Financial, Inc.（AX）与Kosmos Energy Ltd.（KOS）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Kosmos Energy Ltd.的1.3倍（$385.1M vs $294.6M），Axos Financial, Inc.同比增速更快（25.1% vs -25.9%），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -16.5%）
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。
科斯莫斯能源是一家美国上游石油企业，总部位于得克萨斯州达拉斯。公司目前在加纳、赤道几内亚近海以及墨西哥湾开展油气生产与开发业务，在毛里塔尼亚、塞内加尔近海拥有开发项目，还在纳米比亚、圣多美和普林西比、苏里南近海持有勘探许可。
AX vs KOS — 直观对比
营收规模更大
AX
是对方的1.3倍
$294.6M
营收增速更快
AX
高出51.0%
-25.9%
两年增速更快
AX
近两年复合增速
-16.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $294.6M |
| 净利润 | $128.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | -125.7% |
| 净利率 | 33.3% | — |
| 营收同比 | 25.1% | -25.9% |
| 净利润同比 | 22.6% | — |
| 每股收益（稀释后） | $2.22 | $-0.80 |
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AXKOS
| Q4 25 | $385.1M | $294.6M | ||
| Q3 25 | $323.4M | $311.0M | ||
| Q2 25 | $321.4M | $392.6M | ||
| Q1 25 | $308.8M | $290.1M | ||
| Q4 24 | $307.9M | $397.6M | ||
| Q3 24 | $320.7M | $407.8M | ||
| Q2 24 | $290.9M | $447.8M | ||
| Q1 24 | $294.8M | $422.3M |
净利润AXKOS
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $-124.3M | ||
| Q2 25 | $110.7M | $-87.7M | ||
| Q1 25 | $105.2M | $-110.6M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $45.0M | ||
| Q2 24 | $104.9M | $59.8M | ||
| Q1 24 | $110.7M | $91.7M |
营业利润率AXKOS
| Q4 25 | 45.6% | -125.7% | ||
| Q3 25 | 46.3% | -34.2% | ||
| Q2 25 | 48.5% | -16.2% | ||
| Q1 25 | 47.9% | -32.4% | ||
| Q4 24 | 48.8% | -8.5% | ||
| Q3 24 | 49.6% | 26.1% | ||
| Q2 24 | 49.6% | 30.2% | ||
| Q1 24 | 52.8% | 33.6% |
净利率AXKOS
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | -40.0% | ||
| Q2 25 | 34.4% | -22.3% | ||
| Q1 25 | 34.1% | -38.1% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 11.0% | ||
| Q2 24 | 36.0% | 13.3% | ||
| Q1 24 | 37.6% | 21.7% |
每股收益（稀释后）AXKOS
| Q4 25 | $2.22 | $-0.80 | ||
| Q3 25 | $1.94 | $-0.26 | ||
| Q2 25 | $1.89 | $-0.18 | ||
| Q1 25 | $1.81 | $-0.23 | ||
| Q4 24 | $1.80 | $0.00 | ||
| Q3 24 | $1.93 | $0.09 | ||
| Q2 24 | $1.75 | $0.12 | ||
| Q1 24 | $1.91 | $0.19 |
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 | $91.5M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.9B | $528.6M |
| 总资产 | $28.2B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 5.78× |
8季度趋势，按日历期对齐
现金及短期投资AXKOS
| Q4 25 | $1.0B | $91.5M | ||
| Q3 25 | $2.6B | $64.0M | ||
| Q2 25 | $1.9B | $51.7M | ||
| Q1 25 | $2.0B | $49.8M | ||
| Q4 24 | $2.4B | $85.0M | ||
| Q3 24 | $2.6B | $51.6M | ||
| Q2 24 | $2.0B | $173.8M | ||
| Q1 24 | $2.1B | $254.3M |
总债务AXKOS
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $312.7M | $2.9B | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | $2.7B | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXKOS
| Q4 25 | $2.9B | $528.6M | ||
| Q3 25 | $2.8B | $898.8M | ||
| Q2 25 | $2.7B | $1.0B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.4B | $1.2B | ||
| Q2 24 | $2.3B | $1.1B | ||
| Q1 24 | $2.2B | $1.1B |
总资产AXKOS
| Q4 25 | $28.2B | $4.7B | ||
| Q3 25 | $27.4B | $5.1B | ||
| Q2 25 | $24.8B | $5.2B | ||
| Q1 25 | $24.0B | $5.3B | ||
| Q4 24 | $23.7B | $5.3B | ||
| Q3 24 | $23.6B | $5.5B | ||
| Q2 24 | $22.9B | $5.4B | ||
| Q1 24 | $22.6B | $5.4B |
负债/权益比AXKOS
| Q4 25 | — | 5.78× | ||
| Q3 25 | — | 3.31× | ||
| Q2 25 | 0.12× | 2.80× | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | 2.29× | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| 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 | $35.3M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | — |
| 自由现金流率自由现金流/营收 | 22.2% | — |
| 资本支出强度资本支出/营收 | 4.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AXKOS
| Q4 25 | $104.1M | $35.3M | ||
| Q3 25 | $118.4M | $-27.6M | ||
| Q2 25 | $490.3M | $127.2M | ||
| Q1 25 | $73.7M | $-888.0K | ||
| Q4 24 | $162.5M | $175.7M | ||
| Q3 24 | $70.8M | $6.3M | ||
| Q2 24 | $305.5M | $223.7M | ||
| Q1 24 | $115.8M | $272.6M |
自由现金流AXKOS
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | — | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | — | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | — | ||
| Q1 24 | $107.3M | — |
自由现金流率AXKOS
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | — | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | — | ||
| Q1 24 | 36.4% | — |
资本支出强度AXKOS
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 16.9% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 12.4% | — | ||
| Q1 24 | 2.9% | — |
现金转化率AXKOS
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 0.14× | ||
| Q2 24 | 2.91× | 3.74× | ||
| Q1 24 | 1.05× | 2.97× |
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
KOS
| Ghana Segment | $134.6M | 46% |
| Gulf Of America | $80.7M | 27% |
| Mauritania And Senegal | $54.9M | 19% |
| Equatorial Guinea Segment | $24.3M | 8% |
