vs
Axos Financial, Inc.（AX）与Dave & Buster's Entertainment, Inc.（PLAY）财务数据对比。点击上方公司名可切换其他公司
Dave & Buster's Entertainment, Inc.的季度营收约是Axos Financial, Inc.的1.2倍（$448.2M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs -9.4%，领先42.7%），Axos Financial, Inc.同比增速更快（25.1% vs -1.1%），Axos Financial, Inc.自由现金流更多（$85.4M vs $-20.6M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -13.5%）
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。
戴夫与巴斯特娱乐是总部位于美国达拉斯的餐饮娱乐企业，旗下每家门店都配备全套服务餐厅、酒吧以及名为“百万美元 midway”的游戏游乐区。截至2024年2月，该公司共开设162家门店，其中美国本土158家，波多黎各和加拿大各设2家门店，主打餐饮与休闲娱乐融合的消费体验。
AX vs PLAY — 直观对比
损益表 — Q2 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $448.2M |
| 净利润 | $128.4M | $-42.1M |
| 毛利率 | — | 85.8% |
| 营业利润率 | 45.6% | -3.6% |
| 净利率 | 33.3% | -9.4% |
| 营收同比 | 25.1% | -1.1% |
| 净利润同比 | 22.6% | -28.7% |
| 每股收益（稀释后） | $2.22 | $-1.22 |
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
| Q4 25 | $385.1M | $448.2M | ||
| Q3 25 | $323.4M | $557.4M | ||
| Q2 25 | $321.4M | $567.7M | ||
| Q1 25 | $308.8M | $534.5M | ||
| Q4 24 | $307.9M | $453.0M | ||
| Q3 24 | $320.7M | $557.1M | ||
| Q2 24 | $290.9M | $588.1M | ||
| Q1 24 | $294.8M | $599.0M |
| Q4 25 | $128.4M | $-42.1M | ||
| Q3 25 | $112.4M | $11.4M | ||
| Q2 25 | $110.7M | $21.7M | ||
| Q1 25 | $105.2M | $9.3M | ||
| Q4 24 | $104.7M | $-32.7M | ||
| Q3 24 | $112.3M | $40.3M | ||
| Q2 24 | $104.9M | $41.4M | ||
| Q1 24 | $110.7M | $36.1M |
| Q4 25 | — | 85.8% | ||
| Q3 25 | — | 86.3% | ||
| Q2 25 | — | 85.5% | ||
| Q1 25 | — | 85.5% | ||
| Q4 24 | — | 85.0% | ||
| Q3 24 | — | 85.3% | ||
| Q2 24 | — | 85.2% | ||
| Q1 24 | — | 84.1% |
| Q4 25 | 45.6% | -3.6% | ||
| Q3 25 | 46.3% | 9.5% | ||
| Q2 25 | 48.5% | 11.1% | ||
| Q1 25 | 47.9% | 8.3% | ||
| Q4 24 | 48.8% | 1.4% | ||
| Q3 24 | 49.6% | 15.2% | ||
| Q2 24 | 49.6% | 14.5% | ||
| Q1 24 | 52.8% | 14.9% |
| Q4 25 | 33.3% | -9.4% | ||
| Q3 25 | 34.7% | 2.0% | ||
| Q2 25 | 34.4% | 3.8% | ||
| Q1 25 | 34.1% | 1.7% | ||
| Q4 24 | 34.0% | -7.2% | ||
| Q3 24 | 35.0% | 7.2% | ||
| Q2 24 | 36.0% | 7.0% | ||
| Q1 24 | 37.6% | 6.0% |
| Q4 25 | $2.22 | $-1.22 | ||
| Q3 25 | $1.94 | $0.32 | ||
| Q2 25 | $1.89 | $0.62 | ||
| Q1 25 | $1.81 | $0.32 | ||
| Q4 24 | $1.80 | $-0.84 | ||
| Q3 24 | $1.93 | $0.99 | ||
| Q2 24 | $1.75 | $0.99 | ||
| Q1 24 | $1.91 | $0.95 |
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 | $13.6M |
| 总债务越低越好 | — | $1.6B |
| 股东权益账面价值 | $2.9B | $130.8M |
| 总资产 | $28.2B | $4.1B |
| 负债/权益比越低杠杆越低 | — | 12.17× |
8季度趋势，按日历期对齐
| Q4 25 | $1.0B | $13.6M | ||
| Q3 25 | $2.6B | $12.0M | ||
| Q2 25 | $1.9B | $11.9M | ||
| Q1 25 | $2.0B | $6.9M | ||
| Q4 24 | $2.4B | $8.6M | ||
| Q3 24 | $2.6B | $13.1M | ||
| Q2 24 | $2.0B | $32.1M | ||
| Q1 24 | $2.1B | $37.3M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | $312.7M | $1.6B | ||
| Q1 25 | $377.4M | $1.5B | ||
| Q4 24 | $358.7M | $1.5B | ||
| Q3 24 | $313.5M | $1.3B | ||
| Q2 24 | $325.7M | $1.3B | ||
| Q1 24 | $330.4M | $1.3B |
| Q4 25 | $2.9B | $130.8M | ||
| Q3 25 | $2.8B | $166.2M | ||
| Q2 25 | $2.7B | $146.8M | ||
| Q1 25 | $2.6B | $145.8M | ||
| Q4 24 | $2.5B | $226.6M | ||
| Q3 24 | $2.4B | $284.4M | ||
| Q2 24 | $2.3B | $292.5M | ||
| Q1 24 | $2.2B | $251.2M |
| Q4 25 | $28.2B | $4.1B | ||
| Q3 25 | $27.4B | $4.1B | ||
| Q2 25 | $24.8B | $4.1B | ||
| Q1 25 | $24.0B | $4.0B | ||
| Q4 24 | $23.7B | $3.9B | ||
| Q3 24 | $23.6B | $3.8B | ||
| Q2 24 | $22.9B | $3.8B | ||
| Q1 24 | $22.6B | $3.8B |
| Q4 25 | — | 12.17× | ||
| Q3 25 | — | 9.57× | ||
| Q2 25 | 0.12× | 10.98× | ||
| Q1 25 | 0.14× | 10.45× | ||
| Q4 24 | 0.14× | 6.58× | ||
| Q3 24 | 0.13× | 4.72× | ||
| Q2 24 | 0.14× | 4.58× | ||
| Q1 24 | 0.15× | 5.33× |
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 | $58.0M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $-20.6M |
| 自由现金流率自由现金流/营收 | 22.2% | -4.6% |
| 资本支出强度资本支出/营收 | 4.9% | 17.5% |
| 现金转化率经营现金流/净利润 | 0.81× | — |
| 过去12个月自由现金流最近4个季度 | $695.9M | $-195.6M |
8季度趋势，按日历期对齐
| Q4 25 | $104.1M | $58.0M | ||
| Q3 25 | $118.4M | $34.0M | ||
| Q2 25 | $490.3M | $95.8M | ||
| Q1 25 | $73.7M | $108.9M | ||
| Q4 24 | $162.5M | $-7.2M | ||
| Q3 24 | $70.8M | $101.8M | ||
| Q2 24 | $305.5M | $108.8M | ||
| Q1 24 | $115.8M | $97.2M |
| Q4 25 | $85.4M | $-20.6M | ||
| Q3 25 | $109.3M | $-55.2M | ||
| Q2 25 | $436.1M | $-58.8M | ||
| Q1 25 | $65.1M | $-61.0M | ||
| Q4 24 | $156.4M | $-138.4M | ||
| Q3 24 | $53.0M | $-14.3M | ||
| Q2 24 | $269.5M | $-4.2M | ||
| Q1 24 | $107.3M | $-25.4M |
| Q4 25 | 22.2% | -4.6% | ||
| Q3 25 | 33.8% | -9.9% | ||
| Q2 25 | 135.7% | -10.4% | ||
| Q1 25 | 21.1% | -11.4% | ||
| Q4 24 | 50.8% | -30.6% | ||
| Q3 24 | 16.5% | -2.6% | ||
| Q2 24 | 92.6% | -0.7% | ||
| Q1 24 | 36.4% | -4.2% |
| Q4 25 | 4.9% | 17.5% | ||
| Q3 25 | 2.8% | 16.0% | ||
| Q2 25 | 16.9% | 27.2% | ||
| Q1 25 | 2.8% | 31.8% | ||
| Q4 24 | 2.0% | 29.0% | ||
| Q3 24 | 5.5% | 20.8% | ||
| Q2 24 | 12.4% | 19.2% | ||
| Q1 24 | 2.9% | 20.5% |
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 2.98× | ||
| Q2 25 | 4.43× | 4.41× | ||
| Q1 25 | 0.70× | 11.71× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | 2.53× | ||
| Q2 24 | 2.91× | 2.63× | ||
| Q1 24 | 1.05× | 2.69× |
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
PLAY
| Game Play Credit Usage | $273.1M | 61% |
| Food And Nonalcoholic Beverages | $115.1M | 26% |
| Alcoholic Beverage | $53.7M | 12% |
| Other Entertainment | $6.3M | 1% |
| Gift Card Revenue | $3.5M | 1% |
