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Axos Financial, Inc.（AX）与MACOM Technology Solutions Holdings, Inc.（MTSI）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MACOM Technology Solutions Holdings, Inc.的1.4倍（$385.1M vs $271.6M），Axos Financial, Inc.净利率更高（33.3% vs 18.0%，领先15.4%），Axos Financial, Inc.同比增速更快（25.1% vs 24.5%），Axos Financial, Inc.自由现金流更多（$85.4M vs $30.0M），过去两年MACOM Technology Solutions Holdings, Inc.的营收复合增速更高（22.4% 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。
MACOM是美国知名的射频、微波及毫米波半导体器件与组件研发生产商，总部位于马萨诸塞州洛厄尔，2005年曾是当地规模最大的私营雇主。公司已通过ISO9001国际质量体系认证及ISO14001环境管理体系认证，在北美、欧洲、亚洲及澳大利亚均设有设计中心与销售办事处。
AX vs MTSI — 直观对比
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $271.6M |
| 净利润 | $128.4M | $48.8M |
| 毛利率 | — | 55.9% |
| 营业利润率 | 45.6% | 15.9% |
| 净利率 | 33.3% | 18.0% |
| 营收同比 | 25.1% | 24.5% |
| 净利润同比 | 22.6% | 129.1% |
| 每股收益（稀释后） | $2.22 | $0.64 |
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
| Q1 26 | — | $271.6M | ||
| Q4 25 | $385.1M | $261.2M | ||
| Q3 25 | $323.4M | $252.1M | ||
| Q2 25 | $321.4M | $235.9M | ||
| Q1 25 | $308.8M | $218.1M | ||
| Q4 24 | $307.9M | — | ||
| Q3 24 | $320.7M | $200.7M | ||
| Q2 24 | $290.9M | $190.5M |
| Q1 26 | — | $48.8M | ||
| Q4 25 | $128.4M | $45.1M | ||
| Q3 25 | $112.4M | $36.5M | ||
| Q2 25 | $110.7M | $31.7M | ||
| Q1 25 | $105.2M | $-167.5M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $29.4M | ||
| Q2 24 | $104.9M | $19.9M |
| Q1 26 | — | 55.9% | ||
| Q4 25 | — | 54.5% | ||
| Q3 25 | — | 55.3% | ||
| Q2 25 | — | 55.2% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 54.7% | ||
| Q2 24 | — | 53.2% |
| Q1 26 | — | 15.9% | ||
| Q4 25 | 45.6% | 15.2% | ||
| Q3 25 | 46.3% | 14.9% | ||
| Q2 25 | 48.5% | 14.8% | ||
| Q1 25 | 47.9% | 8.0% | ||
| Q4 24 | 48.8% | — | ||
| Q3 24 | 49.6% | 13.7% | ||
| Q2 24 | 49.6% | 10.4% |
| Q1 26 | — | 18.0% | ||
| Q4 25 | 33.3% | 17.3% | ||
| Q3 25 | 34.7% | 14.5% | ||
| Q2 25 | 34.4% | 13.4% | ||
| Q1 25 | 34.1% | -76.8% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 14.7% | ||
| Q2 24 | 36.0% | 10.5% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $2.22 | $0.67 | ||
| Q3 25 | $1.94 | $0.48 | ||
| Q2 25 | $1.89 | $0.42 | ||
| Q1 25 | $1.81 | $-2.30 | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | $0.40 | ||
| Q2 24 | $1.75 | $0.27 |
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 | $768.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $1.4B |
| 总资产 | $28.2B | $2.1B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
| Q1 26 | — | $768.5M | ||
| Q4 25 | $1.0B | $786.0M | ||
| Q3 25 | $2.6B | $735.2M | ||
| Q2 25 | $1.9B | $681.5M | ||
| Q1 25 | $2.0B | $656.5M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | $581.9M | ||
| Q2 24 | $2.0B | $521.5M |
| Q1 26 | — | — | ||
| 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 26 | — | $1.4B | ||
| Q4 25 | $2.9B | $1.3B | ||
| Q3 25 | $2.8B | $1.3B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.2B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.1B |
| Q1 26 | — | $2.1B | ||
| Q4 25 | $28.2B | $2.1B | ||
| Q3 25 | $27.4B | $2.0B | ||
| Q2 25 | $24.8B | $1.9B | ||
| Q1 25 | $24.0B | $1.8B | ||
| Q4 24 | $23.7B | — | ||
| Q3 24 | $23.6B | $1.8B | ||
| Q2 24 | $22.9B | $1.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — |
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 | $42.9M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $30.0M |
| 自由现金流率自由现金流/营收 | 22.2% | 11.0% |
| 资本支出强度资本支出/营收 | 4.9% | 4.8% |
| 现金转化率经营现金流/净利润 | 0.81× | 0.88× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $161.5M |
8季度趋势，按日历期对齐
| Q1 26 | — | $42.9M | ||
| Q4 25 | $104.1M | $69.6M | ||
| Q3 25 | $118.4M | $60.4M | ||
| Q2 25 | $490.3M | $38.7M | ||
| Q1 25 | $73.7M | $66.7M | ||
| Q4 24 | $162.5M | — | ||
| Q3 24 | $70.8M | $62.3M | ||
| Q2 24 | $305.5M | $49.0M |
| Q1 26 | — | $30.0M | ||
| Q4 25 | $85.4M | $49.4M | ||
| Q3 25 | $109.3M | $51.6M | ||
| Q2 25 | $436.1M | $30.5M | ||
| Q1 25 | $65.1M | $61.3M | ||
| Q4 24 | $156.4M | — | ||
| Q3 24 | $53.0M | $57.1M | ||
| Q2 24 | $269.5M | $41.5M |
| Q1 26 | — | 11.0% | ||
| Q4 25 | 22.2% | 18.9% | ||
| Q3 25 | 33.8% | 20.5% | ||
| Q2 25 | 135.7% | 12.9% | ||
| Q1 25 | 21.1% | 28.1% | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 16.5% | 28.5% | ||
| Q2 24 | 92.6% | 21.8% |
| Q1 26 | — | 4.8% | ||
| Q4 25 | 4.9% | 7.7% | ||
| Q3 25 | 2.8% | 3.5% | ||
| Q2 25 | 16.9% | 3.5% | ||
| Q1 25 | 2.8% | 2.4% | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.5% | 2.6% | ||
| Q2 24 | 12.4% | 3.9% |
| Q1 26 | — | 0.88× | ||
| Q4 25 | 0.81× | 1.54× | ||
| Q3 25 | 1.05× | 1.65× | ||
| Q2 25 | 4.43× | 1.22× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 2.12× | ||
| Q2 24 | 2.91× | 2.46× |
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
MTSI
| Industrial Defense | $117.7M | 43% |
| Data Center | $85.8M | 32% |
| Telecom | $68.1M | 25% |
