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Axos Financial, Inc.（AX）与PHIBRO ANIMAL HEALTH CORP（PAHC）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PHIBRO ANIMAL HEALTH CORP的1.0倍（$392.2M vs $373.9M），Axos Financial, Inc.净利率更高（31.8% vs 7.3%，领先24.4%），过去两年PHIBRO ANIMAL HEALTH CORP的营收复合增速更高（19.2% vs 16.1%）
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。
菲宝罗动物保健公司是一家美国动物健康与矿物质营养企业，主营产品涵盖抗菌药、抗球虫药、驱虫药，以及畜禽营养补充剂、疫苗等。公司下设矿物质营养、功能材料、动物健康三大业务板块，收入主要来源于上述板块，业务遍及美国、拉美、加拿大、欧洲、中东、非洲及亚太地区。
AX vs PAHC — 直观对比
营收规模更大
AX
是对方的1.0倍
$373.9M
净利率更高
AX
高出24.4%
7.3%
两年增速更快
PAHC
近两年复合增速
16.1%
损益表 — Q3 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $373.9M |
| 净利润 | $124.7M | $27.5M |
| 毛利率 | — | 35.5% |
| 营业利润率 | — | 13.5% |
| 净利率 | 31.8% | 7.3% |
| 营收同比 | — | 20.9% |
| 净利润同比 | 18.5% | 762.1% |
| 每股收益（稀释后） | $2.15 | $0.67 |
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AXPAHC
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $373.9M | ||
| Q3 25 | $323.4M | $363.9M | ||
| Q2 25 | $321.4M | $378.7M | ||
| Q1 25 | $308.8M | $347.8M | ||
| Q4 24 | $307.9M | $309.3M | ||
| Q3 24 | $320.7M | $260.4M | ||
| Q2 24 | $290.9M | $273.2M |
净利润AXPAHC
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $27.5M | ||
| Q3 25 | $112.4M | $26.5M | ||
| Q2 25 | $110.7M | $17.2M | ||
| Q1 25 | $105.2M | $20.9M | ||
| Q4 24 | $104.7M | $3.2M | ||
| Q3 24 | $112.3M | $7.0M | ||
| Q2 24 | $104.9M | $752.0K |
毛利率AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | — | 35.5% | ||
| Q3 25 | — | 32.9% | ||
| Q2 25 | — | 29.0% | ||
| Q1 25 | — | 30.1% | ||
| Q4 24 | — | 32.9% | ||
| Q3 24 | — | 32.1% | ||
| Q2 24 | — | 31.9% |
营业利润率AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 13.5% | ||
| Q3 25 | 46.3% | 14.1% | ||
| Q2 25 | 48.5% | 8.9% | ||
| Q1 25 | 47.9% | 9.6% | ||
| Q4 24 | 48.8% | 8.3% | ||
| Q3 24 | 49.6% | 6.8% | ||
| Q2 24 | 49.6% | 6.7% |
净利率AXPAHC
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 7.3% | ||
| Q3 25 | 34.7% | 7.3% | ||
| Q2 25 | 34.4% | 4.5% | ||
| Q1 25 | 34.1% | 6.0% | ||
| Q4 24 | 34.0% | 1.0% | ||
| Q3 24 | 35.0% | 2.7% | ||
| Q2 24 | 36.0% | 0.3% |
每股收益（稀释后）AXPAHC
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.67 | ||
| Q3 25 | $1.94 | $0.65 | ||
| Q2 25 | $1.89 | $0.43 | ||
| Q1 25 | $1.81 | $0.51 | ||
| Q4 24 | $1.80 | $0.08 | ||
| Q3 24 | $1.93 | $0.17 | ||
| Q2 24 | $1.75 | $0.02 |
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 | — | $74.5M |
| 总债务越低越好 | — | $624.2M |
| 股东权益账面价值 | $3.1B | $332.4M |
| 总资产 | $29.2B | $1.4B |
| 负债/权益比越低杠杆越低 | — | 1.88× |
8季度趋势，按日历期对齐
现金及短期投资AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $74.5M | ||
| Q3 25 | $2.6B | $85.3M | ||
| Q2 25 | $1.9B | $77.0M | ||
| Q1 25 | $2.0B | $70.4M | ||
| Q4 24 | $2.4B | $67.1M | ||
| Q3 24 | $2.6B | $89.8M | ||
| Q2 24 | $2.0B | $114.6M |
总债务AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | — | $624.2M | ||
| Q3 25 | — | $628.0M | ||
| Q2 25 | $312.7M | $631.7M | ||
| Q1 25 | $377.4M | $635.4M | ||
| Q4 24 | $358.7M | $639.1M | ||
| Q3 24 | $313.5M | $295.2M | ||
| Q2 24 | $325.7M | $312.1M |
股东权益AXPAHC
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $332.4M | ||
| Q3 25 | $2.8B | $311.7M | ||
| Q2 25 | $2.7B | $285.7M | ||
| Q1 25 | $2.6B | $266.0M | ||
| Q4 24 | $2.5B | $246.8M | ||
| Q3 24 | $2.4B | $258.5M | ||
| Q2 24 | $2.3B | $256.6M |
总资产AXPAHC
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.4B | ||
| Q3 25 | $27.4B | $1.4B | ||
| Q2 25 | $24.8B | $1.4B | ||
| Q1 25 | $24.0B | $1.3B | ||
| Q4 24 | $23.7B | $1.3B | ||
| Q3 24 | $23.6B | $966.3M | ||
| Q2 24 | $22.9B | $982.2M |
负债/权益比AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | — | 1.88× | ||
| Q3 25 | — | 2.01× | ||
| Q2 25 | 0.12× | 2.21× | ||
| Q1 25 | 0.14× | 2.39× | ||
| Q4 24 | 0.14× | 2.59× | ||
| Q3 24 | 0.13× | 1.14× | ||
| Q2 24 | 0.14× | 1.22× |
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 | — | $19.4M |
| 自由现金流经营现金流 - 资本支出 | — | $8.3M |
| 自由现金流率自由现金流/营收 | — | 2.2% |
| 资本支出强度资本支出/营收 | — | 3.0% |
| 现金转化率经营现金流/净利润 | — | 0.70× |
| 过去12个月自由现金流最近4个季度 | — | $47.3M |
8季度趋势，按日历期对齐
经营现金流AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $19.4M | ||
| Q3 25 | $118.4M | $9.3M | ||
| Q2 25 | $490.3M | $21.3M | ||
| Q1 25 | $73.7M | $43.2M | ||
| Q4 24 | $162.5M | $3.1M | ||
| Q3 24 | $70.8M | $12.6M | ||
| Q2 24 | $305.5M | $28.4M |
自由现金流AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $8.3M | ||
| Q3 25 | $109.3M | $-4.5M | ||
| Q2 25 | $436.1M | $8.1M | ||
| Q1 25 | $65.1M | $35.4M | ||
| Q4 24 | $156.4M | $-4.7M | ||
| Q3 24 | $53.0M | $3.0M | ||
| Q2 24 | $269.5M | $15.4M |
自由现金流率AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 2.2% | ||
| Q3 25 | 33.8% | -1.2% | ||
| Q2 25 | 135.7% | 2.1% | ||
| Q1 25 | 21.1% | 10.2% | ||
| Q4 24 | 50.8% | -1.5% | ||
| Q3 24 | 16.5% | 1.2% | ||
| Q2 24 | 92.6% | 5.6% |
资本支出强度AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 3.0% | ||
| Q3 25 | 2.8% | 3.8% | ||
| Q2 25 | 16.9% | 3.5% | ||
| Q1 25 | 2.8% | 2.2% | ||
| Q4 24 | 2.0% | 2.5% | ||
| Q3 24 | 5.5% | 3.7% | ||
| Q2 24 | 12.4% | 4.8% |
现金转化率AXPAHC
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.70× | ||
| Q3 25 | 1.05× | 0.35× | ||
| Q2 25 | 4.43× | 1.24× | ||
| Q1 25 | 0.70× | 2.07× | ||
| Q4 24 | 1.55× | 0.97× | ||
| Q3 24 | 0.63× | 1.81× | ||
| Q2 24 | 2.91× | 37.80× |
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% |
PAHC
| Medicated Feed Additives And Others | $202.1M | 54% |
| Mineral Nutrition | $68.9M | 18% |
| Nutritional Specialties | $50.2M | 13% |
| Vaccines | $37.6M | 10% |
| Performance Products | $15.0M | 4% |
