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Axos Financial, Inc.（AX）与Ultragenyx Pharmaceutical Inc.（RARE）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Ultragenyx Pharmaceutical Inc.的1.9倍（$392.2M vs $207.3M），Axos Financial, Inc.净利率更高（31.8% vs -62.0%，领先93.8%），过去两年Ultragenyx Pharmaceutical Inc.的营收复合增速更高（38.0% 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。
Ultragenyx Pharmaceutical Inc.是一家总部位于美国的生物制药企业，专注于研发罕见病和超罕见遗传病的创新治疗方案，这类疾病目前大多无获批疗法，存在大量未被满足的临床需求。公司覆盖生物制剂、小分子药物、基因疗法、反义寡核苷酸及mRNA等多种药物技术平台，研发管线涵盖骨骼、内分泌、代谢、肌肉及中枢神经系统疾病领域。
AX vs RARE — 直观对比
营收规模更大
AX
是对方的1.9倍
$207.3M
净利率更高
AX
高出93.8%
-62.0%
两年增速更快
RARE
近两年复合增速
16.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $207.3M |
| 净利润 | $124.7M | $-128.6M |
| 毛利率 | — | — |
| 营业利润率 | — | -54.7% |
| 净利率 | 31.8% | -62.0% |
| 营收同比 | — | 25.9% |
| 净利润同比 | 18.5% | 3.5% |
| 每股收益（稀释后） | $2.15 | $-1.28 |
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AXRARE
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $207.3M | ||
| Q3 25 | $323.4M | $159.9M | ||
| Q2 25 | $321.4M | $166.5M | ||
| Q1 25 | $308.8M | $139.3M | ||
| Q4 24 | $307.9M | $164.6M | ||
| Q3 24 | $320.7M | $139.5M | ||
| Q2 24 | $290.9M | $147.0M |
净利润AXRARE
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $-128.6M | ||
| Q3 25 | $112.4M | $-180.4M | ||
| Q2 25 | $110.7M | $-115.0M | ||
| Q1 25 | $105.2M | $-151.1M | ||
| Q4 24 | $104.7M | $-133.2M | ||
| Q3 24 | $112.3M | $-133.5M | ||
| Q2 24 | $104.9M | $-131.6M |
营业利润率AXRARE
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | -54.7% | ||
| Q3 25 | 46.3% | -106.9% | ||
| Q2 25 | 48.5% | -64.8% | ||
| Q1 25 | 47.9% | -102.6% | ||
| Q4 24 | 48.8% | -74.3% | ||
| Q3 24 | 49.6% | -94.6% | ||
| Q2 24 | 49.6% | -79.1% |
净利率AXRARE
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | -62.0% | ||
| Q3 25 | 34.7% | -112.8% | ||
| Q2 25 | 34.4% | -69.0% | ||
| Q1 25 | 34.1% | -108.5% | ||
| Q4 24 | 34.0% | -80.9% | ||
| Q3 24 | 35.0% | -95.7% | ||
| Q2 24 | 36.0% | -89.5% |
每股收益（稀释后）AXRARE
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $-1.28 | ||
| Q3 25 | $1.94 | $-1.81 | ||
| Q2 25 | $1.89 | $-1.17 | ||
| Q1 25 | $1.81 | $-1.57 | ||
| Q4 24 | $1.80 | $-1.34 | ||
| Q3 24 | $1.93 | $-1.40 | ||
| Q2 24 | $1.75 | $-1.52 |
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 | — | $421.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $-80.0M |
| 总资产 | $29.2B | $1.5B |
| 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AXRARE
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $421.0M | ||
| Q3 25 | $2.6B | $202.5M | ||
| Q2 25 | $1.9B | $176.3M | ||
| Q1 25 | $2.0B | $127.1M | ||
| Q4 24 | $2.4B | $174.0M | ||
| Q3 24 | $2.6B | $150.6M | ||
| Q2 24 | $2.0B | $480.7M |
总债务AXRARE
| 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AXRARE
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $-80.0M | ||
| Q3 25 | $2.8B | $9.2M | ||
| Q2 25 | $2.7B | $151.3M | ||
| Q1 25 | $2.6B | $144.2M | ||
| Q4 24 | $2.5B | $255.0M | ||
| Q3 24 | $2.4B | $346.8M | ||
| Q2 24 | $2.3B | $432.4M |
总资产AXRARE
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.5B | ||
| Q3 25 | $27.4B | $1.2B | ||
| Q2 25 | $24.8B | $1.3B | ||
| Q1 25 | $24.0B | $1.3B | ||
| Q4 24 | $23.7B | $1.5B | ||
| Q3 24 | $23.6B | $1.5B | ||
| Q2 24 | $22.9B | $1.6B |
负债/权益比AXRARE
| 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 | — | $-99.8M |
| 自由现金流经营现金流 - 资本支出 | — | $-100.8M |
| 自由现金流率自由现金流/营收 | — | -48.6% |
| 资本支出强度资本支出/营收 | — | 0.5% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $-472.0M |
8季度趋势，按日历期对齐
经营现金流AXRARE
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $-99.8M | ||
| Q3 25 | $118.4M | $-91.4M | ||
| Q2 25 | $490.3M | $-108.3M | ||
| Q1 25 | $73.7M | $-166.5M | ||
| Q4 24 | $162.5M | $-79.3M | ||
| Q3 24 | $70.8M | $-67.0M | ||
| Q2 24 | $305.5M | $-77.0M |
自由现金流AXRARE
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $-100.8M | ||
| Q3 25 | $109.3M | $-92.7M | ||
| Q2 25 | $436.1M | $-110.7M | ||
| Q1 25 | $65.1M | $-167.8M | ||
| Q4 24 | $156.4M | $-79.5M | ||
| Q3 24 | $53.0M | $-68.6M | ||
| Q2 24 | $269.5M | $-79.0M |
自由现金流率AXRARE
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | -48.6% | ||
| Q3 25 | 33.8% | -58.0% | ||
| Q2 25 | 135.7% | -66.5% | ||
| Q1 25 | 21.1% | -120.5% | ||
| Q4 24 | 50.8% | -48.3% | ||
| Q3 24 | 16.5% | -49.2% | ||
| Q2 24 | 92.6% | -53.7% |
资本支出强度AXRARE
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.5% | ||
| Q3 25 | 2.8% | 0.8% | ||
| Q2 25 | 16.9% | 1.5% | ||
| Q1 25 | 2.8% | 1.0% | ||
| Q4 24 | 2.0% | 0.1% | ||
| Q3 24 | 5.5% | 1.2% | ||
| Q2 24 | 12.4% | 1.4% |
现金转化率AXRARE
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| 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% |
RARE
| Royalty | $105.6M | 51% |
| Products | $101.7M | 49% |
