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Axos Financial, Inc.（AX）与Orthofix Medical Inc.（OFIX）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Orthofix Medical Inc.的1.8倍（$392.2M vs $219.9M），Axos Financial, Inc.净利率更高（31.8% vs -1.0%，领先32.8%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 8.0%）
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。
Orthofix医疗是全球知名骨科医疗器械企业，专注于研发、生产及销售脊柱植入物、骨科创伤产品、骨生长刺激治疗设备及再生医疗产品，服务全球多地的骨科医师与医疗机构，致力于提升肌肉骨骼疾病患者的诊疗效果。
AX vs OFIX — 直观对比
营收规模更大
AX
是对方的1.8倍
$219.9M
净利率更高
AX
高出32.8%
-1.0%
两年增速更快
AX
近两年复合增速
8.0%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $219.9M |
| 净利润 | $124.7M | $-2.2M |
| 毛利率 | — | 71.1% |
| 营业利润率 | — | 0.2% |
| 净利率 | 31.8% | -1.0% |
| 营收同比 | — | 2.0% |
| 净利润同比 | 18.5% | 92.4% |
| 每股收益（稀释后） | $2.15 | $-0.05 |
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AXOFIX
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $219.9M | ||
| Q3 25 | $323.4M | $205.6M | ||
| Q2 25 | $321.4M | $203.1M | ||
| Q1 25 | $308.8M | $193.6M | ||
| Q4 24 | $307.9M | $215.7M | ||
| Q3 24 | $320.7M | $196.6M | ||
| Q2 24 | $290.9M | $198.6M |
净利润AXOFIX
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $-2.2M | ||
| Q3 25 | $112.4M | $-22.8M | ||
| Q2 25 | $110.7M | $-14.1M | ||
| Q1 25 | $105.2M | $-53.1M | ||
| Q4 24 | $104.7M | $-29.1M | ||
| Q3 24 | $112.3M | $-27.4M | ||
| Q2 24 | $104.9M | $-33.4M |
毛利率AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | 71.1% | ||
| Q3 25 | — | 72.2% | ||
| Q2 25 | — | 68.7% | ||
| Q1 25 | — | 62.8% | ||
| Q4 24 | — | 69.0% | ||
| Q3 24 | — | 68.7% | ||
| Q2 24 | — | 67.8% |
营业利润率AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 0.2% | ||
| Q3 25 | 46.3% | -8.3% | ||
| Q2 25 | 48.5% | -7.9% | ||
| Q1 25 | 47.9% | -25.2% | ||
| Q4 24 | 48.8% | -5.3% | ||
| Q3 24 | 49.6% | -9.6% | ||
| Q2 24 | 49.6% | -12.5% |
净利率AXOFIX
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | -1.0% | ||
| Q3 25 | 34.7% | -11.1% | ||
| Q2 25 | 34.4% | -6.9% | ||
| Q1 25 | 34.1% | -27.4% | ||
| Q4 24 | 34.0% | -13.5% | ||
| Q3 24 | 35.0% | -13.9% | ||
| Q2 24 | 36.0% | -16.8% |
每股收益（稀释后）AXOFIX
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $-0.05 | ||
| Q3 25 | $1.94 | $-0.57 | ||
| Q2 25 | $1.89 | $-0.36 | ||
| Q1 25 | $1.81 | $-1.35 | ||
| Q4 24 | $1.80 | $-0.76 | ||
| Q3 24 | $1.93 | $-0.71 | ||
| Q2 24 | $1.75 | $-0.88 |
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 | — | $82.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $450.0M |
| 总资产 | $29.2B | $850.6M |
| 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AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $82.0M | ||
| Q3 25 | $2.6B | $62.9M | ||
| Q2 25 | $1.9B | $65.6M | ||
| Q1 25 | $2.0B | $58.0M | ||
| Q4 24 | $2.4B | $83.2M | ||
| Q3 24 | $2.6B | $30.1M | ||
| Q2 24 | $2.0B | $26.4M |
总债务AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $157.2M | ||
| Q2 25 | $312.7M | $157.0M | ||
| Q1 25 | $377.4M | $156.9M | ||
| Q4 24 | $358.7M | $157.0M | ||
| Q3 24 | $313.5M | $118.5M | ||
| Q2 24 | $325.7M | $118.0M |
股东权益AXOFIX
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $450.0M | ||
| Q3 25 | $2.8B | $442.5M | ||
| Q2 25 | $2.7B | $458.3M | ||
| Q1 25 | $2.6B | $458.3M | ||
| Q4 24 | $2.5B | $503.1M | ||
| Q3 24 | $2.4B | $525.9M | ||
| Q2 24 | $2.3B | $546.0M |
总资产AXOFIX
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $850.6M | ||
| Q3 25 | $27.4B | $832.6M | ||
| Q2 25 | $24.8B | $837.2M | ||
| Q1 25 | $24.0B | $823.1M | ||
| Q4 24 | $23.7B | $893.3M | ||
| Q3 24 | $23.6B | $867.9M | ||
| Q2 24 | $22.9B | $882.0M |
负债/权益比AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.36× | ||
| Q2 25 | 0.12× | 0.34× | ||
| Q1 25 | 0.14× | 0.34× | ||
| Q4 24 | 0.14× | 0.31× | ||
| Q3 24 | 0.13× | 0.23× | ||
| Q2 24 | 0.14× | 0.22× |
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 | — | $27.7M |
| 自由现金流经营现金流 - 资本支出 | — | $16.8M |
| 自由现金流率自由现金流/营收 | — | 7.6% |
| 资本支出强度资本支出/营收 | — | 4.9% |
| 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 | — | $-1.3M |
8季度趋势，按日历期对齐
经营现金流AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $27.7M | ||
| Q3 25 | $118.4M | $12.4M | ||
| Q2 25 | $490.3M | $11.6M | ||
| Q1 25 | $73.7M | $-18.4M | ||
| Q4 24 | $162.5M | $23.7M | ||
| Q3 24 | $70.8M | $11.7M | ||
| Q2 24 | $305.5M | $9.0M |
自由现金流AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $16.8M | ||
| Q3 25 | $109.3M | $2.5M | ||
| Q2 25 | $436.1M | $4.5M | ||
| Q1 25 | $65.1M | $-25.1M | ||
| Q4 24 | $156.4M | $15.2M | ||
| Q3 24 | $53.0M | $6.3M | ||
| Q2 24 | $269.5M | $-360.0K |
自由现金流率AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 7.6% | ||
| Q3 25 | 33.8% | 1.2% | ||
| Q2 25 | 135.7% | 2.2% | ||
| Q1 25 | 21.1% | -13.0% | ||
| Q4 24 | 50.8% | 7.0% | ||
| Q3 24 | 16.5% | 3.2% | ||
| Q2 24 | 92.6% | -0.2% |
资本支出强度AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 4.9% | ||
| Q3 25 | 2.8% | 4.8% | ||
| Q2 25 | 16.9% | 3.5% | ||
| Q1 25 | 2.8% | 3.5% | ||
| Q4 24 | 2.0% | 4.0% | ||
| Q3 24 | 5.5% | 2.7% | ||
| Q2 24 | 12.4% | 4.7% |
现金转化率AXOFIX
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — |
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% |
OFIX
| Spinal Implants Biologics And Enabling Technologies | $113.6M | 52% |
| Bone Growth Therapies | $68.3M | 31% |
| Other | $22.7M | 10% |
| IT | $5.9M | 3% |
| GB | $3.5M | 2% |
| FR | $3.5M | 2% |
| DE | $2.3M | 1% |
