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Axos Financial, Inc.（AX）与Planet Fitness, Inc.（PLNT）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Planet Fitness, Inc.的1.0倍（$392.2M vs $376.3M），Axos Financial, Inc.净利率更高（31.8% vs 16.0%，领先15.7%），过去两年Planet Fitness, Inc.的营收复合增速更高（23.2% 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。
Planet Fitness Inc.是总部位于美国新罕布什尔州汉普顿的健身中心特许经营商及运营商，目前在全球拥有约2715家门店，覆盖美国、加拿大、巴拿马、墨西哥、西班牙、澳大利亚等国，是全球规模最大的健身俱乐部特许经营品牌之一，主打「无评判空间」理念，面向所有健身水平的用户开放。
AX vs PLNT — 直观对比
营收规模更大
AX
是对方的1.0倍
$376.3M
净利率更高
AX
高出15.7%
16.0%
两年增速更快
PLNT
近两年复合增速
16.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $376.3M |
| 净利润 | $124.7M | $60.4M |
| 毛利率 | — | 76.0% |
| 营业利润率 | — | 28.2% |
| 净利率 | 31.8% | 16.0% |
| 营收同比 | — | 10.5% |
| 净利润同比 | 18.5% | 28.3% |
| 每股收益（稀释后） | $2.15 | — |
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AXPLNT
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $376.3M | ||
| Q3 25 | $323.4M | $330.3M | ||
| Q2 25 | $321.4M | $340.9M | ||
| Q1 25 | $308.8M | $276.7M | ||
| Q4 24 | $307.9M | $340.4M | ||
| Q3 24 | $320.7M | $292.2M | ||
| Q2 24 | $290.9M | $300.9M |
净利润AXPLNT
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $60.4M | ||
| Q3 25 | $112.4M | $58.8M | ||
| Q2 25 | $110.7M | $58.0M | ||
| Q1 25 | $105.2M | $41.9M | ||
| Q4 24 | $104.7M | $47.1M | ||
| Q3 24 | $112.3M | $42.0M | ||
| Q2 24 | $104.9M | $48.6M |
毛利率AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | — | 76.0% | ||
| Q3 25 | — | 82.4% | ||
| Q2 25 | — | 82.6% | ||
| Q1 25 | — | 91.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 84.4% | ||
| Q2 24 | — | 82.7% |
营业利润率AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 28.2% | ||
| Q3 25 | 46.3% | 32.4% | ||
| Q2 25 | 48.5% | 30.0% | ||
| Q1 25 | 47.9% | 28.6% | ||
| Q4 24 | 48.8% | 26.4% | ||
| Q3 24 | 49.6% | 27.8% | ||
| Q2 24 | 49.6% | 29.0% |
净利率AXPLNT
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 16.0% | ||
| Q3 25 | 34.7% | 17.8% | ||
| Q2 25 | 34.4% | 17.0% | ||
| Q1 25 | 34.1% | 15.1% | ||
| Q4 24 | 34.0% | 13.8% | ||
| Q3 24 | 35.0% | 14.4% | ||
| Q2 24 | 36.0% | 16.2% |
每股收益（稀释后）AXPLNT
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | — | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | — |
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 | — | $452.4M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.1B | $-482.8M |
| 总资产 | $29.2B | $3.1B |
| 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AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $452.4M | ||
| Q3 25 | $2.6B | $443.4M | ||
| Q2 25 | $1.9B | $442.7M | ||
| Q1 25 | $2.0B | $453.6M | ||
| Q4 24 | $2.4B | $407.3M | ||
| Q3 24 | $2.6B | $407.4M | ||
| Q2 24 | $2.0B | $350.2M |
总债务AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.2B | ||
| Q2 25 | $312.7M | $2.2B | ||
| Q1 25 | $377.4M | $2.2B | ||
| Q4 24 | $358.7M | $2.2B | ||
| Q3 24 | $313.5M | $2.2B | ||
| Q2 24 | $325.7M | $2.2B |
股东权益AXPLNT
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $-482.8M | ||
| Q3 25 | $2.8B | $-194.8M | ||
| Q2 25 | $2.7B | $-158.7M | ||
| Q1 25 | $2.6B | $-219.9M | ||
| Q4 24 | $2.5B | $-215.4M | ||
| Q3 24 | $2.4B | $-266.1M | ||
| Q2 24 | $2.3B | $-317.7M |
总资产AXPLNT
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $3.1B | ||
| Q3 25 | $27.4B | $3.1B | ||
| Q2 25 | $24.8B | $3.1B | ||
| Q1 25 | $24.0B | $3.1B | ||
| Q4 24 | $23.7B | $3.1B | ||
| Q3 24 | $23.6B | $3.0B | ||
| Q2 24 | $22.9B | $3.0B |
负债/权益比AXPLNT
| 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 | — | $109.1M |
| 自由现金流经营现金流 - 资本支出 | — | $59.0M |
| 自由现金流率自由现金流/营收 | — | 15.7% |
| 资本支出强度资本支出/营收 | — | 13.3% |
| 现金转化率经营现金流/净利润 | — | 1.81× |
| 过去12个月自由现金流最近4个季度 | — | $254.8M |
8季度趋势，按日历期对齐
经营现金流AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $109.1M | ||
| Q3 25 | $118.4M | $131.5M | ||
| Q2 25 | $490.3M | $44.0M | ||
| Q1 25 | $73.7M | $133.9M | ||
| Q4 24 | $162.5M | $49.1M | ||
| Q3 24 | $70.8M | $126.8M | ||
| Q2 24 | $305.5M | $78.2M |
自由现金流AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $59.0M | ||
| Q3 25 | $109.3M | $76.7M | ||
| Q2 25 | $436.1M | $8.2M | ||
| Q1 25 | $65.1M | $110.9M | ||
| Q4 24 | $156.4M | $7.0M | ||
| Q3 24 | $53.0M | $78.2M | ||
| Q2 24 | $269.5M | $40.2M |
自由现金流率AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 15.7% | ||
| Q3 25 | 33.8% | 23.2% | ||
| Q2 25 | 135.7% | 2.4% | ||
| Q1 25 | 21.1% | 40.1% | ||
| Q4 24 | 50.8% | 2.1% | ||
| Q3 24 | 16.5% | 26.7% | ||
| Q2 24 | 92.6% | 13.4% |
资本支出强度AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 13.3% | ||
| Q3 25 | 2.8% | 16.6% | ||
| Q2 25 | 16.9% | 10.5% | ||
| Q1 25 | 2.8% | 8.3% | ||
| Q4 24 | 2.0% | 12.4% | ||
| Q3 24 | 5.5% | 16.6% | ||
| Q2 24 | 12.4% | 12.6% |
现金转化率AXPLNT
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.81× | ||
| Q3 25 | 1.05× | 2.23× | ||
| Q2 25 | 4.43× | 0.76× | ||
| Q1 25 | 0.70× | 3.20× | ||
| Q4 24 | 1.55× | 1.04× | ||
| Q3 24 | 0.63× | 3.02× | ||
| Q2 24 | 2.91× | 1.61× |
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% |
PLNT
| Corporate Owned Club Segment | $135.6M | 36% |
| Equipment Revenue | $121.2M | 32% |
| Franchise | $98.6M | 26% |
| Advertising | $20.8M | 6% |
| Related Party | $4.3M | 1% |
