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Axos Financial, Inc.（AX）与Monolithic Power Systems（MPWR）财务数据对比。点击上方公司名可切换其他公司
Monolithic Power Systems的季度营收约是Axos Financial, Inc.的2.0倍（$751.2M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs 22.9%，领先10.5%），Axos Financial, Inc.同比增速更快（25.1% vs 20.8%），Axos Financial, Inc.自由现金流更多（$85.4M vs $63.9M），过去两年Monolithic Power Systems的营收复合增速更高（28.1% 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。
Monolithic Power Systems（简称MPS）是一家美国上市企业，总部位于华盛顿州柯克兰市，主营高性能电源管理类产品的研发、生产与销售，目前在全球范围内设有超过15个运营站点，业务覆盖多个国家和地区。
AX vs MPWR — 直观对比
营收规模更大
MPWR
是对方的2.0倍
$385.1M
营收增速更快
AX
高出4.2%
20.8%
净利率更高
AX
高出10.5%
22.9%
自由现金流更多
AX
多$21.5M
$63.9M
两年增速更快
MPWR
近两年复合增速
14.3%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $751.2M |
| 净利润 | $128.4M | $171.7M |
| 毛利率 | — | 55.2% |
| 营业利润率 | 45.6% | 26.6% |
| 净利率 | 33.3% | 22.9% |
| 营收同比 | 25.1% | 20.8% |
| 净利润同比 | 22.6% | -86.3% |
| 每股收益（稀释后） | $2.22 | $3.50 |
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AXMPWR
| Q4 25 | $385.1M | $751.2M | ||
| Q3 25 | $323.4M | $737.2M | ||
| Q2 25 | $321.4M | $664.6M | ||
| Q1 25 | $308.8M | $637.6M | ||
| Q4 24 | $307.9M | $621.7M | ||
| Q3 24 | $320.7M | $620.1M | ||
| Q2 24 | $290.9M | $507.4M | ||
| Q1 24 | $294.8M | $457.9M |
净利润AXMPWR
| Q4 25 | $128.4M | $171.7M | ||
| Q3 25 | $112.4M | $179.8M | ||
| Q2 25 | $110.7M | $135.0M | ||
| Q1 25 | $105.2M | $135.1M | ||
| Q4 24 | $104.7M | $1.3B | ||
| Q3 24 | $112.3M | $144.4M | ||
| Q2 24 | $104.9M | $100.4M | ||
| Q1 24 | $110.7M | $92.5M |
毛利率AXMPWR
| Q4 25 | — | 55.2% | ||
| Q3 25 | — | 55.1% | ||
| Q2 25 | — | 55.1% | ||
| Q1 25 | — | 55.4% | ||
| Q4 24 | — | 55.4% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.3% | ||
| Q1 24 | — | 55.1% |
营业利润率AXMPWR
| Q4 25 | 45.6% | 26.6% | ||
| Q3 25 | 46.3% | 26.5% | ||
| Q2 25 | 48.5% | 24.8% | ||
| Q1 25 | 47.9% | 26.5% | ||
| Q4 24 | 48.8% | 26.3% | ||
| Q3 24 | 49.6% | 26.5% | ||
| Q2 24 | 49.6% | 23.0% | ||
| Q1 24 | 52.8% | 20.9% |
净利率AXMPWR
| Q4 25 | 33.3% | 22.9% | ||
| Q3 25 | 34.7% | 24.4% | ||
| Q2 25 | 34.4% | 20.3% | ||
| Q1 25 | 34.1% | 21.2% | ||
| Q4 24 | 34.0% | 201.8% | ||
| Q3 24 | 35.0% | 23.3% | ||
| Q2 24 | 36.0% | 19.8% | ||
| Q1 24 | 37.6% | 20.2% |
每股收益（稀释后）AXMPWR
| Q4 25 | $2.22 | $3.50 | ||
| Q3 25 | $1.94 | $3.74 | ||
| Q2 25 | $1.89 | $2.81 | ||
| Q1 25 | $1.81 | $2.81 | ||
| Q4 24 | $1.80 | $25.71 | ||
| Q3 24 | $1.93 | $2.95 | ||
| Q2 24 | $1.75 | $2.05 | ||
| Q1 24 | $1.91 | $1.89 |
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 | $1.3B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $3.5B |
| 总资产 | $28.2B | $4.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXMPWR
| Q4 25 | $1.0B | $1.3B | ||
| Q3 25 | $2.6B | $1.3B | ||
| Q2 25 | $1.9B | $1.1B | ||
| Q1 25 | $2.0B | $1.0B | ||
| Q4 24 | $2.4B | $862.9M | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.0B | $1.3B | ||
| Q1 24 | $2.1B | $1.3B |
总债务AXMPWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXMPWR
| Q4 25 | $2.9B | $3.5B | ||
| Q3 25 | $2.8B | $3.4B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.6B | $3.1B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.4B | $2.4B | ||
| Q2 24 | $2.3B | $2.2B | ||
| Q1 24 | $2.2B | $2.1B |
总资产AXMPWR
| Q4 25 | $28.2B | $4.2B | ||
| Q3 25 | $27.4B | $4.1B | ||
| Q2 25 | $24.8B | $3.9B | ||
| Q1 25 | $24.0B | $3.7B | ||
| Q4 24 | $23.7B | $3.5B | ||
| Q3 24 | $23.6B | $2.9B | ||
| Q2 24 | $22.9B | $2.6B | ||
| Q1 24 | $22.6B | $2.6B |
负债/权益比AXMPWR
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| 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 | $104.9M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $63.9M |
| 自由现金流率自由现金流/营收 | 22.2% | 8.5% |
| 资本支出强度资本支出/营收 | 4.9% | 5.5% |
| 现金转化率经营现金流/净利润 | 0.81× | 0.61× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $666.2M |
8季度趋势，按日历期对齐
经营现金流AXMPWR
| Q4 25 | $104.1M | $104.9M | ||
| Q3 25 | $118.4M | $239.3M | ||
| Q2 25 | $490.3M | $237.6M | ||
| Q1 25 | $73.7M | $256.4M | ||
| Q4 24 | $162.5M | $167.7M | ||
| Q3 24 | $70.8M | $231.7M | ||
| Q2 24 | $305.5M | $141.0M | ||
| Q1 24 | $115.8M | $248.1M |
自由现金流AXMPWR
| Q4 25 | $85.4M | $63.9M | ||
| Q3 25 | $109.3M | $196.8M | ||
| Q2 25 | $436.1M | $189.5M | ||
| Q1 25 | $65.1M | $216.0M | ||
| Q4 24 | $156.4M | $102.9M | ||
| Q3 24 | $53.0M | $197.9M | ||
| Q2 24 | $269.5M | $109.5M | ||
| Q1 24 | $107.3M | $232.1M |
自由现金流率AXMPWR
| Q4 25 | 22.2% | 8.5% | ||
| Q3 25 | 33.8% | 26.7% | ||
| Q2 25 | 135.7% | 28.5% | ||
| Q1 25 | 21.1% | 33.9% | ||
| Q4 24 | 50.8% | 16.5% | ||
| Q3 24 | 16.5% | 31.9% | ||
| Q2 24 | 92.6% | 21.6% | ||
| Q1 24 | 36.4% | 50.7% |
资本支出强度AXMPWR
| Q4 25 | 4.9% | 5.5% | ||
| Q3 25 | 2.8% | 5.8% | ||
| Q2 25 | 16.9% | 7.2% | ||
| Q1 25 | 2.8% | 6.3% | ||
| Q4 24 | 2.0% | 10.4% | ||
| Q3 24 | 5.5% | 5.5% | ||
| Q2 24 | 12.4% | 6.2% | ||
| Q1 24 | 2.9% | 3.5% |
现金转化率AXMPWR
| Q4 25 | 0.81× | 0.61× | ||
| Q3 25 | 1.05× | 1.33× | ||
| Q2 25 | 4.43× | 1.76× | ||
| Q1 25 | 0.70× | 1.90× | ||
| Q4 24 | 1.55× | 0.13× | ||
| Q3 24 | 0.63× | 1.60× | ||
| Q2 24 | 2.91× | 1.40× | ||
| Q1 24 | 1.05× | 2.68× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
