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Axos Financial, Inc.（AX）与迈心诺（MASI）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是迈心诺的1.1倍（$392.2M vs $371.5M），Axos Financial, Inc.净利率更高（31.8% vs -27.0%，领先58.8%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs -17.7%）
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。
迈心诺（Masimo Corporation）是总部位于美国加利福尼亚州尔湾的健康科技及消费电子企业，核心产品包括面向医院及家用场景的患者监护设备、无创传感器及配套软件平台，同时也布局了消费级音频和可穿戴设备赛道。
AX vs MASI — 直观对比
营收规模更大
AX
是对方的1.1倍
$371.5M
净利率更高
AX
高出58.8%
-27.0%
两年增速更快
AX
近两年复合增速
-17.7%
损益表 — Q3 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $371.5M |
| 净利润 | $124.7M | $-100.4M |
| 毛利率 | — | 62.1% |
| 营业利润率 | — | 22.5% |
| 净利率 | 31.8% | -27.0% |
| 营收同比 | — | -26.4% |
| 净利润同比 | 18.5% | -1124.5% |
| 每股收益（稀释后） | $2.15 | $-1.84 |
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AXMASI
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $371.5M | ||
| Q2 25 | $321.4M | $370.9M | ||
| Q1 25 | $308.8M | $372.0M | ||
| Q4 24 | $307.9M | $600.7M | ||
| Q3 24 | $320.7M | $504.6M | ||
| Q2 24 | $290.9M | $496.3M |
净利润AXMASI
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $-100.4M | ||
| Q2 25 | $110.7M | $51.3M | ||
| Q1 25 | $105.2M | $-170.7M | ||
| Q4 24 | $104.7M | $-349.6M | ||
| Q3 24 | $112.3M | $9.8M | ||
| Q2 24 | $104.9M | $16.0M |
毛利率AXMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 62.1% | ||
| Q2 25 | — | 62.9% | ||
| Q1 25 | — | 62.9% | ||
| Q4 24 | — | 40.7% | ||
| Q3 24 | — | 52.2% | ||
| Q2 24 | — | 51.3% |
营业利润率AXMASI
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 22.5% | ||
| Q2 25 | 48.5% | 17.4% | ||
| Q1 25 | 47.9% | 21.0% | ||
| Q4 24 | 48.8% | -59.8% | ||
| Q3 24 | 49.6% | 6.0% | ||
| Q2 24 | 49.6% | 5.7% |
净利率AXMASI
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | -27.0% | ||
| Q2 25 | 34.4% | 13.8% | ||
| Q1 25 | 34.1% | -45.9% | ||
| Q4 24 | 34.0% | -58.2% | ||
| Q3 24 | 35.0% | 1.9% | ||
| Q2 24 | 36.0% | 3.2% |
每股收益（稀释后）AXMASI
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $-1.84 | ||
| Q2 25 | $1.89 | $0.94 | ||
| Q1 25 | $1.81 | $-3.12 | ||
| Q4 24 | $1.80 | $-6.54 | ||
| Q3 24 | $1.93 | $0.18 | ||
| Q2 24 | $1.75 | $0.29 |
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 | — | $312.3M |
| 总债务越低越好 | — | $559.1M |
| 股东权益账面价值 | $3.1B | $810.0M |
| 总资产 | $29.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AXMASI
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $312.3M | ||
| Q2 25 | $1.9B | $149.6M | ||
| Q1 25 | $2.0B | $130.8M | ||
| Q4 24 | $2.4B | $177.6M | ||
| Q3 24 | $2.6B | $158.5M | ||
| Q2 24 | $2.0B | $129.6M |
总债务AXMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $559.1M | ||
| Q2 25 | $312.7M | $613.7M | ||
| Q1 25 | $377.4M | $651.0M | ||
| Q4 24 | $358.7M | $765.2M | ||
| Q3 24 | $313.5M | $772.6M | ||
| Q2 24 | $325.7M | $781.6M |
股东权益AXMASI
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $810.0M | ||
| Q2 25 | $2.7B | $1.0B | ||
| Q1 25 | $2.6B | $946.4M | ||
| Q4 24 | $2.5B | $1.1B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.3B | $1.4B |
总资产AXMASI
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $1.8B | ||
| Q2 25 | $24.8B | $2.4B | ||
| Q1 25 | $24.0B | $2.3B | ||
| Q4 24 | $23.7B | $2.6B | ||
| Q3 24 | $23.6B | $3.1B | ||
| Q2 24 | $22.9B | $2.9B |
负债/权益比AXMASI
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.69× | ||
| Q2 25 | 0.12× | 0.59× | ||
| Q1 25 | 0.14× | 0.69× | ||
| Q4 24 | 0.14× | 0.73× | ||
| Q3 24 | 0.13× | 0.53× | ||
| Q2 24 | 0.14× | 0.57× |
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 | — | $56.8M |
| 自由现金流经营现金流 - 资本支出 | — | $50.9M |
| 自由现金流率自由现金流/营收 | — | 13.7% |
| 资本支出强度资本支出/营收 | — | 1.6% |
| 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 | — | $191.0M |
8季度趋势，按日历期对齐
经营现金流AXMASI
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $56.8M | ||
| Q2 25 | $490.3M | $69.4M | ||
| Q1 25 | $73.7M | $31.1M | ||
| Q4 24 | $162.5M | $50.5M | ||
| Q3 24 | $70.8M | $25.6M | ||
| Q2 24 | $305.5M | $74.5M |
自由现金流AXMASI
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $50.9M | ||
| Q2 25 | $436.1M | $65.6M | ||
| Q1 25 | $65.1M | $28.5M | ||
| Q4 24 | $156.4M | $46.0M | ||
| Q3 24 | $53.0M | $16.9M | ||
| Q2 24 | $269.5M | $66.9M |
自由现金流率AXMASI
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | 13.7% | ||
| Q2 25 | 135.7% | 17.7% | ||
| Q1 25 | 21.1% | 7.7% | ||
| Q4 24 | 50.8% | 7.7% | ||
| Q3 24 | 16.5% | 3.3% | ||
| Q2 24 | 92.6% | 13.5% |
资本支出强度AXMASI
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 1.6% | ||
| Q2 25 | 16.9% | 1.0% | ||
| Q1 25 | 2.8% | 0.7% | ||
| Q4 24 | 2.0% | 0.7% | ||
| Q3 24 | 5.5% | 1.7% | ||
| Q2 24 | 12.4% | 1.5% |
现金转化率AXMASI
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | 1.35× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 2.61× | ||
| Q2 24 | 2.91× | 4.66× |
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% |
MASI
暂无分部数据
