vs
Axos Financial, Inc.(AX)与Liberty Broadband Corp(LBRDA)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Liberty Broadband Corp的1.5倍($385.1M vs $261.0M),Liberty Broadband Corp净利率更高(146.7% vs 33.3%,领先113.4%),Axos Financial, Inc.同比增速更快(25.1% vs 6.1%),Axos Financial, Inc.自由现金流更多($85.4M vs $37.0M),过去两年Axos Financial, Inc.的营收复合增速更高(14.3% vs 4.3%)
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。
本公司是一家覆盖英、荷、美三地的跨国电信企业,注册地为百慕大,在伦敦、阿姆斯特丹、丹佛设有总部,旗下拥有多家对应司法辖区的运营主体,其中英国主体为公开上市实体,2005年由自由媒体国际业务板块与UnitedGlobalCom合并成立。
AX vs LBRDA — 直观对比
营收规模更大
AX
是对方的1.5倍
$261.0M
营收增速更快
AX
高出19.0%
6.1%
净利率更高
LBRDA
高出113.4%
33.3%
自由现金流更多
AX
多$48.4M
$37.0M
两年增速更快
AX
近两年复合增速
4.3%
损益表 — Q2 FY2026 vs Q2 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $385.1M | $261.0M |
| 净利润 | $128.4M | $383.0M |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | 15.7% |
| 净利率 | 33.3% | 146.7% |
| 营收同比 | 25.1% | 6.1% |
| 净利润同比 | 22.6% | 96.4% |
| 每股收益(稀释后) | $2.22 | $2.68 |
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
AX
LBRDA
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | — | ||
| Q2 25 | $321.4M | $261.0M | ||
| Q1 25 | $308.8M | $266.0M | ||
| Q4 24 | $307.9M | $263.0M | ||
| Q3 24 | $320.7M | $262.0M | ||
| Q2 24 | $290.9M | $246.0M | ||
| Q1 24 | $294.8M | $245.0M |
净利润
AX
LBRDA
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | — | ||
| Q2 25 | $110.7M | $383.0M | ||
| Q1 25 | $105.2M | $268.0M | ||
| Q4 24 | $104.7M | $291.0M | ||
| Q3 24 | $112.3M | $142.0M | ||
| Q2 24 | $104.9M | $195.0M | ||
| Q1 24 | $110.7M | $241.0M |
营业利润率
AX
LBRDA
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | — | ||
| Q2 25 | 48.5% | 15.7% | ||
| Q1 25 | 47.9% | 16.2% | ||
| Q4 24 | 48.8% | 4.9% | ||
| Q3 24 | 49.6% | 11.5% | ||
| Q2 24 | 49.6% | 8.5% | ||
| Q1 24 | 52.8% | 11.4% |
净利率
AX
LBRDA
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | — | ||
| Q2 25 | 34.4% | 146.7% | ||
| Q1 25 | 34.1% | 100.8% | ||
| Q4 24 | 34.0% | 110.6% | ||
| Q3 24 | 35.0% | 54.2% | ||
| Q2 24 | 36.0% | 79.3% | ||
| Q1 24 | 37.6% | 98.4% |
每股收益(稀释后)
AX
LBRDA
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | $2.68 | ||
| Q1 25 | $1.81 | $1.87 | ||
| Q4 24 | $1.80 | $2.04 | ||
| Q3 24 | $1.93 | $0.99 | ||
| Q2 24 | $1.75 | $1.36 | ||
| Q1 24 | $1.91 | $1.69 |
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 | $180.0M |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $2.9B | $10.4B |
| 总资产 | $28.2B | $16.6B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势,按日历期对齐
现金及短期投资
AX
LBRDA
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.9B | $180.0M | ||
| Q1 25 | $2.0B | $226.0M | ||
| Q4 24 | $2.4B | $163.0M | ||
| Q3 24 | $2.6B | $168.0M | ||
| Q2 24 | $2.0B | $73.0M | ||
| Q1 24 | $2.1B | $108.0M |
总债务
AX
LBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | $3.1B | ||
| Q1 25 | $377.4M | $3.8B | ||
| Q4 24 | $358.7M | $3.8B | ||
| Q3 24 | $313.5M | $3.7B | ||
| Q2 24 | $325.7M | $3.6B | ||
| Q1 24 | $330.4M | $3.6B |
股东权益
AX
LBRDA
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | $10.4B | ||
| Q1 25 | $2.6B | $10.1B | ||
| Q4 24 | $2.5B | $9.8B | ||
| Q3 24 | $2.4B | $9.5B | ||
| Q2 24 | $2.3B | $9.3B | ||
| Q1 24 | $2.2B | $9.1B |
总资产
AX
LBRDA
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | — | ||
| Q2 25 | $24.8B | $16.6B | ||
| Q1 25 | $24.0B | $17.0B | ||
| Q4 24 | $23.7B | $16.7B | ||
| Q3 24 | $23.6B | $16.3B | ||
| Q2 24 | $22.9B | $16.0B | ||
| Q1 24 | $22.6B | $15.7B |
负债/权益比
AX
LBRDA
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | 0.30× | ||
| Q1 25 | 0.14× | 0.38× | ||
| Q4 24 | 0.14× | 0.38× | ||
| Q3 24 | 0.13× | 0.39× | ||
| Q2 24 | 0.14× | 0.39× | ||
| Q1 24 | 0.15× | 0.40× |
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 | $91.0M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $37.0M |
| 自由现金流率自由现金流/营收 | 22.2% | 14.2% |
| 资本支出强度资本支出/营收 | 4.9% | 20.7% |
| 现金转化率经营现金流/净利润 | 0.81× | 0.24× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $-49.0M |
8季度趋势,按日历期对齐
经营现金流
AX
LBRDA
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | — | ||
| Q2 25 | $490.3M | $91.0M | ||
| Q1 25 | $73.7M | $78.0M | ||
| Q4 24 | $162.5M | $1.0M | ||
| Q3 24 | $70.8M | $24.0M | ||
| Q2 24 | $305.5M | $27.0M | ||
| Q1 24 | $115.8M | $52.0M |
自由现金流
AX
LBRDA
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | $37.0M | ||
| Q1 25 | $65.1M | $13.0M | ||
| Q4 24 | $156.4M | $-63.0M | ||
| Q3 24 | $53.0M | $-36.0M | ||
| Q2 24 | $269.5M | $-35.0M | ||
| Q1 24 | $107.3M | $-9.0M |
自由现金流率
AX
LBRDA
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | 14.2% | ||
| Q1 25 | 21.1% | 4.9% | ||
| Q4 24 | 50.8% | -24.0% | ||
| Q3 24 | 16.5% | -13.7% | ||
| Q2 24 | 92.6% | -14.2% | ||
| Q1 24 | 36.4% | -3.7% |
资本支出强度
AX
LBRDA
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 16.9% | 20.7% | ||
| Q1 25 | 2.8% | 24.4% | ||
| Q4 24 | 2.0% | 24.3% | ||
| Q3 24 | 5.5% | 22.9% | ||
| Q2 24 | 12.4% | 25.2% | ||
| Q1 24 | 2.9% | 24.9% |
现金转化率
AX
LBRDA
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | 0.24× | ||
| Q1 25 | 0.70× | 0.29× | ||
| Q4 24 | 1.55× | 0.00× | ||
| Q3 24 | 0.63× | 0.17× | ||
| Q2 24 | 2.91× | 0.14× | ||
| Q1 24 | 1.05× | 0.22× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图