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Axos Financial, Inc.（AX）与福尼克斯（PLAB）财务数据对比。点击上方公司名可切换其他公司
Axos Financial, Inc.的季度营收约是福尼克斯的1.8倍（$385.1M vs $210.4M），Axos Financial, Inc.净利率更高（33.3% vs 10.9%，领先22.5%），Axos Financial, Inc.同比增速更快（25.1% vs -5.5%），Axos Financial, Inc.自由现金流更多（$85.4M vs $25.2M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -3.8%）
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。
福尼克斯是美国半导体光掩模制造商，2009年时位居全球第三大光掩模供应商，同时也是电子束产业倡议组织的成员，专注于为半导体行业提供关键的掩模产品，支撑芯片制造环节的图形转移需求。
AX vs PLAB — 直观对比
营收规模更大
AX
是对方的1.8倍
$210.4M
营收增速更快
AX
高出30.6%
-5.5%
净利率更高
AX
高出22.5%
10.9%
自由现金流更多
AX
多$60.2M
$25.2M
两年增速更快
AX
近两年复合增速
-3.8%
损益表 — Q2 FY2026 vs Q3 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $210.4M |
| 净利润 | $128.4M | $22.9M |
| 毛利率 | — | 33.7% |
| 营业利润率 | 45.6% | 22.9% |
| 净利率 | 33.3% | 10.9% |
| 营收同比 | 25.1% | -5.5% |
| 净利润同比 | 22.6% | -32.4% |
| 每股收益（稀释后） | $2.22 | $0.39 |
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AXPLAB
| Q4 25 | $385.1M | — | ||
| Q3 25 | $323.4M | $210.4M | ||
| Q2 25 | $321.4M | $211.0M | ||
| Q1 25 | $308.8M | $212.1M | ||
| Q4 24 | $307.9M | $222.6M | ||
| Q3 24 | $320.7M | $211.0M | ||
| Q2 24 | $290.9M | $217.0M | ||
| Q1 24 | $294.8M | $216.3M |
净利润AXPLAB
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $22.9M | ||
| Q2 25 | $110.7M | $8.9M | ||
| Q1 25 | $105.2M | $42.9M | ||
| Q4 24 | $104.7M | $33.9M | ||
| Q3 24 | $112.3M | $34.4M | ||
| Q2 24 | $104.9M | $36.3M | ||
| Q1 24 | $110.7M | $26.2M |
毛利率AXPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 33.7% | ||
| Q2 25 | — | 36.9% | ||
| Q1 25 | — | 35.6% | ||
| Q4 24 | — | 37.0% | ||
| Q3 24 | — | 35.6% | ||
| Q2 24 | — | 36.5% | ||
| Q1 24 | — | 36.6% |
营业利润率AXPLAB
| Q4 25 | 45.6% | — | ||
| Q3 25 | 46.3% | 22.9% | ||
| Q2 25 | 48.5% | 26.4% | ||
| Q1 25 | 47.9% | 24.6% | ||
| Q4 24 | 48.8% | 25.1% | ||
| Q3 24 | 49.6% | 24.7% | ||
| Q2 24 | 49.6% | 25.8% | ||
| Q1 24 | 52.8% | 26.6% |
净利率AXPLAB
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | 10.9% | ||
| Q2 25 | 34.4% | 4.2% | ||
| Q1 25 | 34.1% | 20.2% | ||
| Q4 24 | 34.0% | 15.2% | ||
| Q3 24 | 35.0% | 16.3% | ||
| Q2 24 | 36.0% | 16.7% | ||
| Q1 24 | 37.6% | 12.1% |
每股收益（稀释后）AXPLAB
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $0.39 | ||
| Q2 25 | $1.89 | $0.15 | ||
| Q1 25 | $1.81 | $0.68 | ||
| Q4 24 | $1.80 | $0.54 | ||
| Q3 24 | $1.93 | $0.55 | ||
| Q2 24 | $1.75 | $0.58 | ||
| Q1 24 | $1.91 | $0.42 |
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 | $575.8M |
| 总债务越低越好 | — | $16.0K |
| 股东权益账面价值 | $2.9B | $1.1B |
| 总资产 | $28.2B | $1.8B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AXPLAB
| Q4 25 | $1.0B | — | ||
| Q3 25 | $2.6B | $575.8M | ||
| Q2 25 | $1.9B | $558.4M | ||
| Q1 25 | $2.0B | $642.2M | ||
| Q4 24 | $2.4B | $640.7M | ||
| Q3 24 | $2.6B | $606.4M | ||
| Q2 24 | $2.0B | $559.9M | ||
| Q1 24 | $2.1B | $521.5M |
总债务AXPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | $16.0K | ||
| Q2 25 | $312.7M | $19.0K | ||
| Q1 25 | $377.4M | $21.0K | ||
| Q4 24 | $358.7M | $25.0K | ||
| Q3 24 | $313.5M | $28.0K | ||
| Q2 24 | $325.7M | $2.5M | ||
| Q1 24 | $330.4M | $2.7M |
股东权益AXPLAB
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.5B | $1.1B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.0B | ||
| Q1 24 | $2.2B | $1.0B |
总资产AXPLAB
| Q4 25 | $28.2B | — | ||
| Q3 25 | $27.4B | $1.8B | ||
| Q2 25 | $24.8B | $1.7B | ||
| Q1 25 | $24.0B | $1.7B | ||
| Q4 24 | $23.7B | $1.7B | ||
| Q3 24 | $23.6B | $1.6B | ||
| Q2 24 | $22.9B | $1.6B | ||
| Q1 24 | $22.6B | $1.6B |
负债/权益比AXPLAB
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | 0.12× | 0.00× | ||
| Q1 25 | 0.14× | 0.00× | ||
| Q4 24 | 0.14× | 0.00× | ||
| Q3 24 | 0.13× | 0.00× | ||
| Q2 24 | 0.14× | 0.00× | ||
| Q1 24 | 0.15× | 0.00× |
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 | $50.1M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $25.2M |
| 自由现金流率自由现金流/营收 | 22.2% | 12.0% |
| 资本支出强度资本支出/营收 | 4.9% | 11.8% |
| 现金转化率经营现金流/净利润 | 0.81× | 2.19× |
| 过去12个月自由现金流最近4个季度 | $695.9M | $64.5M |
8季度趋势，按日历期对齐
经营现金流AXPLAB
| Q4 25 | $104.1M | — | ||
| Q3 25 | $118.4M | $50.1M | ||
| Q2 25 | $490.3M | $31.5M | ||
| Q1 25 | $73.7M | $78.5M | ||
| Q4 24 | $162.5M | $68.4M | ||
| Q3 24 | $70.8M | $75.1M | ||
| Q2 24 | $305.5M | $76.5M | ||
| Q1 24 | $115.8M | $41.5M |
自由现金流AXPLAB
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | $25.2M | ||
| Q2 25 | $436.1M | $-29.1M | ||
| Q1 25 | $65.1M | $43.3M | ||
| Q4 24 | $156.4M | $25.2M | ||
| Q3 24 | $53.0M | $50.7M | ||
| Q2 24 | $269.5M | $56.5M | ||
| Q1 24 | $107.3M | $-1.8M |
自由现金流率AXPLAB
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | 12.0% | ||
| Q2 25 | 135.7% | -13.8% | ||
| Q1 25 | 21.1% | 20.4% | ||
| Q4 24 | 50.8% | 11.3% | ||
| Q3 24 | 16.5% | 24.0% | ||
| Q2 24 | 92.6% | 26.0% | ||
| Q1 24 | 36.4% | -0.8% |
资本支出强度AXPLAB
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | 11.8% | ||
| Q2 25 | 16.9% | 28.7% | ||
| Q1 25 | 2.8% | 16.6% | ||
| Q4 24 | 2.0% | 19.4% | ||
| Q3 24 | 5.5% | 11.6% | ||
| Q2 24 | 12.4% | 9.2% | ||
| Q1 24 | 2.9% | 20.0% |
现金转化率AXPLAB
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 2.19× | ||
| Q2 25 | 4.43× | 3.55× | ||
| Q1 25 | 0.70× | 1.83× | ||
| Q4 24 | 1.55× | 2.02× | ||
| Q3 24 | 0.63× | 2.18× | ||
| Q2 24 | 2.91× | 2.11× | ||
| Q1 24 | 1.05× | 1.59× |
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
PLAB
| High End Integrated Circuits | $53.6M | 25% |
| High End Flat Panel Displays | $53.5M | 25% |
| KR | $43.7M | 21% |
| Other | $42.1M | 20% |
| Mainstream Flat Panel Displays | $9.1M | 4% |
| Transferred At Point In Time | $8.4M | 4% |
