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Axos Financial, Inc.（AX）与ProPetro Holding Corp.（PUMP）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ProPetro Holding Corp.的1.3倍（$385.1M vs $289.7M），Axos Financial, Inc.同比增速更快（25.1% vs -9.6%），Axos Financial, Inc.自由现金流更多（$85.4M vs $16.8M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -15.5%）
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。
ProPetro Holding Corp.是一家总部位于美国的油田服务供应商，主要为陆上油气勘探开采企业提供水力压裂、完井及相关配套服务，核心业务集中在横跨德克萨斯州和新墨西哥州的二叠纪盆地。
AX vs PUMP — 直观对比
营收规模更大
AX
是对方的1.3倍
$289.7M
营收增速更快
AX
高出34.7%
-9.6%
自由现金流更多
AX
多$68.6M
$16.8M
两年增速更快
AX
近两年复合增速
-15.5%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $289.7M |
| 净利润 | $128.4M | — |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | 2.1% |
| 净利率 | 33.3% | — |
| 营收同比 | 25.1% | -9.6% |
| 净利润同比 | 22.6% | — |
| 每股收益（稀释后） | $2.22 | $0.01 |
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AXPUMP
| Q4 25 | $385.1M | $289.7M | ||
| Q3 25 | $323.4M | $293.9M | ||
| Q2 25 | $321.4M | $326.2M | ||
| Q1 25 | $308.8M | $359.4M | ||
| Q4 24 | $307.9M | $320.6M | ||
| Q3 24 | $320.7M | $360.9M | ||
| Q2 24 | $290.9M | $357.0M | ||
| Q1 24 | $294.8M | $405.8M |
净利润AXPUMP
| Q4 25 | $128.4M | — | ||
| Q3 25 | $112.4M | $-2.4M | ||
| Q2 25 | $110.7M | $-7.2M | ||
| Q1 25 | $105.2M | $9.6M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $-137.1M | ||
| Q2 24 | $104.9M | $-3.7M | ||
| Q1 24 | $110.7M | $19.9M |
营业利润率AXPUMP
| Q4 25 | 45.6% | 2.1% | ||
| Q3 25 | 46.3% | -2.1% | ||
| Q2 25 | 48.5% | -1.0% | ||
| Q1 25 | 47.9% | 2.6% | ||
| Q4 24 | 48.8% | -5.8% | ||
| Q3 24 | 49.6% | -49.4% | ||
| Q2 24 | 49.6% | -0.1% | ||
| Q1 24 | 52.8% | 7.5% |
净利率AXPUMP
| Q4 25 | 33.3% | — | ||
| Q3 25 | 34.7% | -0.8% | ||
| Q2 25 | 34.4% | -2.2% | ||
| Q1 25 | 34.1% | 2.7% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | -38.0% | ||
| Q2 24 | 36.0% | -1.0% | ||
| Q1 24 | 37.6% | 4.9% |
每股收益（稀释后）AXPUMP
| Q4 25 | $2.22 | $0.01 | ||
| Q3 25 | $1.94 | $-0.02 | ||
| Q2 25 | $1.89 | $-0.07 | ||
| Q1 25 | $1.81 | $0.09 | ||
| Q4 24 | $1.80 | $-0.14 | ||
| Q3 24 | $1.93 | $-1.32 | ||
| Q2 24 | $1.75 | $-0.03 | ||
| Q1 24 | $1.91 | $0.18 |
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 | $91.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $829.8M |
| 总资产 | $28.2B | $1.3B |
| 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AXPUMP
| Q4 25 | $1.0B | $91.3M | ||
| Q3 25 | $2.6B | $76.7M | ||
| Q2 25 | $1.9B | $83.0M | ||
| Q1 25 | $2.0B | $71.4M | ||
| Q4 24 | $2.4B | $58.3M | ||
| Q3 24 | $2.6B | $54.0M | ||
| Q2 24 | $2.0B | $74.7M | ||
| Q1 24 | $2.1B | $53.6M |
总债务AXPUMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $312.7M | — | ||
| Q1 25 | $377.4M | — | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — | ||
| Q1 24 | $330.4M | — |
股东权益AXPUMP
| Q4 25 | $2.9B | $829.8M | ||
| Q3 25 | $2.8B | $826.2M | ||
| Q2 25 | $2.7B | $824.0M | ||
| Q1 25 | $2.6B | $826.5M | ||
| Q4 24 | $2.5B | $816.3M | ||
| Q3 24 | $2.4B | $833.0M | ||
| Q2 24 | $2.3B | $975.8M | ||
| Q1 24 | $2.2B | $998.2M |
总资产AXPUMP
| Q4 25 | $28.2B | $1.3B | ||
| Q3 25 | $27.4B | $1.3B | ||
| Q2 25 | $24.8B | $1.2B | ||
| Q1 25 | $24.0B | $1.2B | ||
| Q4 24 | $23.7B | $1.2B | ||
| Q3 24 | $23.6B | $1.3B | ||
| Q2 24 | $22.9B | $1.5B | ||
| Q1 24 | $22.6B | $1.2B |
负债/权益比AXPUMP
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.12× | — | ||
| Q1 25 | 0.14× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | — | ||
| Q1 24 | 0.15× | — |
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 | $81.0M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $16.8M |
| 自由现金流率自由现金流/营收 | 22.2% | 5.8% |
| 资本支出强度资本支出/营收 | 4.9% | 22.2% |
| 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 | $45.3M |
8季度趋势，按日历期对齐
经营现金流AXPUMP
| Q4 25 | $104.1M | $81.0M | ||
| Q3 25 | $118.4M | $41.7M | ||
| Q2 25 | $490.3M | $54.2M | ||
| Q1 25 | $73.7M | $54.7M | ||
| Q4 24 | $162.5M | $37.9M | ||
| Q3 24 | $70.8M | $34.7M | ||
| Q2 24 | $305.5M | $104.9M | ||
| Q1 24 | $115.8M | $74.8M |
自由现金流AXPUMP
| Q4 25 | $85.4M | $16.8M | ||
| Q3 25 | $109.3M | $-2.4M | ||
| Q2 25 | $436.1M | $17.1M | ||
| Q1 25 | $65.1M | $13.8M | ||
| Q4 24 | $156.4M | $10.0M | ||
| Q3 24 | $53.0M | $-6.0M | ||
| Q2 24 | $269.5M | $67.7M | ||
| Q1 24 | $107.3M | $40.2M |
自由现金流率AXPUMP
| Q4 25 | 22.2% | 5.8% | ||
| Q3 25 | 33.8% | -0.8% | ||
| Q2 25 | 135.7% | 5.2% | ||
| Q1 25 | 21.1% | 3.8% | ||
| Q4 24 | 50.8% | 3.1% | ||
| Q3 24 | 16.5% | -1.7% | ||
| Q2 24 | 92.6% | 19.0% | ||
| Q1 24 | 36.4% | 9.9% |
资本支出强度AXPUMP
| Q4 25 | 4.9% | 22.2% | ||
| Q3 25 | 2.8% | 15.0% | ||
| Q2 25 | 16.9% | 11.4% | ||
| Q1 25 | 2.8% | 11.4% | ||
| Q4 24 | 2.0% | 8.7% | ||
| Q3 24 | 5.5% | 11.3% | ||
| Q2 24 | 12.4% | 10.4% | ||
| Q1 24 | 2.9% | 8.5% |
现金转化率AXPUMP
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | 5.70× | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | 3.75× |
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
PUMP
| Hydraulic Fracturing Segment | $203.9M | 70% |
| Wireline Operating Segment | $55.4M | 19% |
| Cementing Operating Segment | $29.6M | 10% |
