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Axos Financial, Inc.（AX）与LOUISIANA-PACIFIC CORP（LPX）财务数据对比。点击上方公司名可切换其他公司
LOUISIANA-PACIFIC CORP的季度营收约是Axos Financial, Inc.的1.4倍（$566.0M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs -1.4%，领先33.2%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
AX vs LPX — 直观对比
营收规模更大
LPX
是对方的1.4倍
$392.2M
净利率更高
AX
高出33.2%
-1.4%
两年增速更快
AX
近两年复合增速
-11.6%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $566.0M |
| 净利润 | $124.7M | $-8.0M |
| 毛利率 | — | 15.0% |
| 营业利润率 | — | -1.6% |
| 净利率 | 31.8% | -1.4% |
| 营收同比 | — | -16.9% |
| 净利润同比 | 18.5% | -112.9% |
| 每股收益（稀释后） | $2.15 | $-0.12 |
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AXLPX
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $566.0M | ||
| Q3 25 | $323.4M | $663.0M | ||
| Q2 25 | $321.4M | $755.0M | ||
| Q1 25 | $308.8M | $724.0M | ||
| Q4 24 | $307.9M | $681.0M | ||
| Q3 24 | $320.7M | $722.0M | ||
| Q2 24 | $290.9M | $814.0M |
净利润AXLPX
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $-8.0M | ||
| Q3 25 | $112.4M | $9.0M | ||
| Q2 25 | $110.7M | $54.0M | ||
| Q1 25 | $105.2M | $91.0M | ||
| Q4 24 | $104.7M | $62.0M | ||
| Q3 24 | $112.3M | $90.0M | ||
| Q2 24 | $104.9M | $160.0M |
毛利率AXLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 15.0% | ||
| Q3 25 | — | 19.5% | ||
| Q2 25 | — | 23.6% | ||
| Q1 25 | — | 27.2% | ||
| Q4 24 | — | 23.8% | ||
| Q3 24 | — | 26.7% | ||
| Q2 24 | — | 32.3% |
营业利润率AXLPX
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | -1.6% | ||
| Q3 25 | 46.3% | 2.7% | ||
| Q2 25 | 48.5% | 10.6% | ||
| Q1 25 | 47.9% | 16.6% | ||
| Q4 24 | 48.8% | 11.0% | ||
| Q3 24 | 49.6% | 16.1% | ||
| Q2 24 | 49.6% | 23.8% |
净利率AXLPX
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | -1.4% | ||
| Q3 25 | 34.7% | 1.4% | ||
| Q2 25 | 34.4% | 7.2% | ||
| Q1 25 | 34.1% | 12.6% | ||
| Q4 24 | 34.0% | 9.1% | ||
| Q3 24 | 35.0% | 12.5% | ||
| Q2 24 | 36.0% | 19.7% |
每股收益（稀释后）AXLPX
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $-0.12 | ||
| Q3 25 | $1.94 | $0.13 | ||
| Q2 25 | $1.89 | $0.77 | ||
| Q1 25 | $1.81 | $1.30 | ||
| Q4 24 | $1.80 | $0.90 | ||
| Q3 24 | $1.93 | $1.28 | ||
| Q2 24 | $1.75 | $2.23 |
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 | — | $292.0M |
| 总债务越低越好 | — | $348.0M |
| 股东权益账面价值 | $3.1B | $1.7B |
| 总资产 | $29.2B | $2.6B |
| 负债/权益比越低杠杆越低 | — | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AXLPX
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $292.0M | ||
| Q3 25 | $2.6B | $316.0M | ||
| Q2 25 | $1.9B | $333.0M | ||
| Q1 25 | $2.0B | $256.0M | ||
| Q4 24 | $2.4B | $340.0M | ||
| Q3 24 | $2.6B | $346.0M | ||
| Q2 24 | $2.0B | $317.0M |
总债务AXLPX
| Q1 26 | — | — | ||
| Q4 25 | — | $348.0M | ||
| Q3 25 | — | $348.0M | ||
| Q2 25 | $312.7M | $348.0M | ||
| Q1 25 | $377.4M | $348.0M | ||
| Q4 24 | $358.7M | $348.0M | ||
| Q3 24 | $313.5M | $347.0M | ||
| Q2 24 | $325.7M | $347.0M |
股东权益AXLPX
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $1.7B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.3B | $1.7B |
总资产AXLPX
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.6B | ||
| Q3 25 | $27.4B | $2.6B | ||
| Q2 25 | $24.8B | $2.7B | ||
| Q1 25 | $24.0B | $2.6B | ||
| Q4 24 | $23.7B | $2.6B | ||
| Q3 24 | $23.6B | $2.6B | ||
| Q2 24 | $22.9B | $2.5B |
负债/权益比AXLPX
| Q1 26 | — | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | — | 0.20× | ||
| Q2 25 | 0.12× | 0.20× | ||
| Q1 25 | 0.14× | 0.21× | ||
| Q4 24 | 0.14× | 0.21× | ||
| Q3 24 | 0.13× | 0.21× | ||
| Q2 24 | 0.14× | 0.21× |
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 | — | $67.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-8.0M |
| 自由现金流率自由现金流/营收 | — | -1.4% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $91.0M |
8季度趋势，按日历期对齐
经营现金流AXLPX
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $67.0M | ||
| Q3 25 | $118.4M | $89.0M | ||
| Q2 25 | $490.3M | $162.0M | ||
| Q1 25 | $73.7M | $64.0M | ||
| Q4 24 | $162.5M | $105.0M | ||
| Q3 24 | $70.8M | $183.0M | ||
| Q2 24 | $305.5M | $212.0M |
自由现金流AXLPX
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $-8.0M | ||
| Q3 25 | $109.3M | $5.0M | ||
| Q2 25 | $436.1M | $94.0M | ||
| Q1 25 | $65.1M | $0 | ||
| Q4 24 | $156.4M | $43.0M | ||
| Q3 24 | $53.0M | $139.0M | ||
| Q2 24 | $269.5M | $176.0M |
自由现金流率AXLPX
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | -1.4% | ||
| Q3 25 | 33.8% | 0.8% | ||
| Q2 25 | 135.7% | 12.5% | ||
| Q1 25 | 21.1% | 0.0% | ||
| Q4 24 | 50.8% | 6.3% | ||
| Q3 24 | 16.5% | 19.3% | ||
| Q2 24 | 92.6% | 21.6% |
资本支出强度AXLPX
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 13.3% | ||
| Q3 25 | 2.8% | 12.7% | ||
| Q2 25 | 16.9% | 9.0% | ||
| Q1 25 | 2.8% | 8.8% | ||
| Q4 24 | 2.0% | 9.1% | ||
| Q3 24 | 5.5% | 6.1% | ||
| Q2 24 | 12.4% | 4.4% |
现金转化率AXLPX
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 9.89× | ||
| Q2 25 | 4.43× | 3.00× | ||
| Q1 25 | 0.70× | 0.70× | ||
| Q4 24 | 1.55× | 1.69× | ||
| Q3 24 | 0.63× | 2.03× | ||
| Q2 24 | 2.91× | 1.32× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
