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Axos Financial, Inc.（AX）与UiPath, Inc.（PATH）财务数据对比。点击上方公司名可切换其他公司
UiPath, Inc.的季度营收约是Axos Financial, Inc.的1.0倍（$411.1M vs $392.2M），UiPath, Inc.净利率更高（48.4% vs 31.8%，领先16.6%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 0.7%）
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。
UiPath是一家全球化软件企业，专注于开发人工智能、智能自动化及流程编排类软件，其产品支持用户搭建与调度AI代理，实现复杂业务流程、工作流的自动化运行，助力各行业客户提升运营效率、降低人力成本。
AX vs PATH — 直观对比
营收规模更大
PATH
是对方的1.0倍
$392.2M
净利率更高
PATH
高出16.6%
31.8%
两年增速更快
AX
近两年复合增速
0.7%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $411.1M |
| 净利润 | $124.7M | $198.8M |
| 毛利率 | — | 83.3% |
| 营业利润率 | — | 3.2% |
| 净利率 | 31.8% | 48.4% |
| 营收同比 | — | 15.9% |
| 净利润同比 | 18.5% | 1966.2% |
| 每股收益（稀释后） | $2.15 | $0.37 |
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AXPATH
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $411.1M | ||
| Q3 25 | $323.4M | $361.7M | ||
| Q2 25 | $321.4M | $356.6M | ||
| Q1 25 | $308.8M | $423.6M | ||
| Q4 24 | $307.9M | $354.7M | ||
| Q3 24 | $320.7M | $316.3M | ||
| Q2 24 | $290.9M | $335.1M |
净利润AXPATH
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $198.8M | ||
| Q3 25 | $112.4M | $1.6M | ||
| Q2 25 | $110.7M | $-22.6M | ||
| Q1 25 | $105.2M | $51.8M | ||
| Q4 24 | $104.7M | $-10.7M | ||
| Q3 24 | $112.3M | $-86.1M | ||
| Q2 24 | $104.9M | $-28.7M |
毛利率AXPATH
| Q1 26 | — | — | ||
| Q4 25 | — | 83.3% | ||
| Q3 25 | — | 82.2% | ||
| Q2 25 | — | 82.1% | ||
| Q1 25 | — | 84.8% | ||
| Q4 24 | — | 82.0% | ||
| Q3 24 | — | 80.0% | ||
| Q2 24 | — | 83.5% |
营业利润率AXPATH
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 3.2% | ||
| Q3 25 | 46.3% | -5.6% | ||
| Q2 25 | 48.5% | -4.6% | ||
| Q1 25 | 47.9% | 7.9% | ||
| Q4 24 | 48.8% | -12.2% | ||
| Q3 24 | 49.6% | -32.7% | ||
| Q2 24 | 49.6% | -14.8% |
净利率AXPATH
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 48.4% | ||
| Q3 25 | 34.7% | 0.4% | ||
| Q2 25 | 34.4% | -6.3% | ||
| Q1 25 | 34.1% | 12.2% | ||
| Q4 24 | 34.0% | -3.0% | ||
| Q3 24 | 35.0% | -27.2% | ||
| Q2 24 | 36.0% | -8.6% |
每股收益（稀释后）AXPATH
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.37 | ||
| Q3 25 | $1.94 | $0.00 | ||
| Q2 25 | $1.89 | $-0.04 | ||
| Q1 25 | $1.81 | $0.09 | ||
| Q4 24 | $1.80 | $-0.02 | ||
| Q3 24 | $1.93 | $-0.15 | ||
| Q2 24 | $1.75 | $-0.05 |
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 | — | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $1.9B |
| 总资产 | $29.2B | $2.9B |
| 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AXPATH
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $1.4B | ||
| Q3 25 | $2.6B | $1.4B | ||
| Q2 25 | $1.9B | $1.6B | ||
| Q1 25 | $2.0B | $1.6B | ||
| Q4 24 | $2.4B | $1.6B | ||
| Q3 24 | $2.6B | $1.7B | ||
| Q2 24 | $2.0B | $1.9B |
总债务AXPATH
| 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 | — |
股东权益AXPATH
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $1.9B | ||
| Q3 25 | $2.8B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.5B | $1.7B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.3B | $2.0B |
总资产AXPATH
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.9B | ||
| Q3 25 | $27.4B | $2.6B | ||
| Q2 25 | $24.8B | $2.6B | ||
| Q1 25 | $24.0B | $2.9B | ||
| Q4 24 | $23.7B | $2.7B | ||
| Q3 24 | $23.6B | $2.7B | ||
| Q2 24 | $22.9B | $2.8B |
负债/权益比AXPATH
| 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 | — | $28.3M |
| 自由现金流经营现金流 - 资本支出 | — | $25.1M |
| 自由现金流率自由现金流/营收 | — | 6.1% |
| 资本支出强度资本支出/营收 | — | 0.8% |
| 现金转化率经营现金流/净利润 | — | 0.14× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXPATH
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $28.3M | ||
| Q3 25 | $118.4M | $41.6M | ||
| Q2 25 | $490.3M | $119.0M | ||
| Q1 25 | $73.7M | $146.1M | ||
| Q4 24 | $162.5M | $28.1M | ||
| Q3 24 | $70.8M | $46.4M | ||
| Q2 24 | $305.5M | $100.0M |
自由现金流AXPATH
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $25.1M | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | $106.2M | ||
| Q1 25 | $65.1M | $138.7M | ||
| Q4 24 | $156.4M | $23.2M | ||
| Q3 24 | $53.0M | $45.0M | ||
| Q2 24 | $269.5M | $98.8M |
自由现金流率AXPATH
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 6.1% | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | 29.8% | ||
| Q1 25 | 21.1% | 32.7% | ||
| Q4 24 | 50.8% | 6.5% | ||
| Q3 24 | 16.5% | 14.2% | ||
| Q2 24 | 92.6% | 29.5% |
资本支出强度AXPATH
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.8% | ||
| Q3 25 | 2.8% | 0.0% | ||
| Q2 25 | 16.9% | 3.6% | ||
| Q1 25 | 2.8% | 1.7% | ||
| Q4 24 | 2.0% | 1.4% | ||
| Q3 24 | 5.5% | 0.4% | ||
| Q2 24 | 12.4% | 0.4% |
现金转化率AXPATH
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 0.14× | ||
| Q3 25 | 1.05× | 26.25× | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | 2.82× | ||
| 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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
