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Axos Financial, Inc.（AX）与RBC Bearings INC（RBC）财务数据对比。点击上方公司名可切换其他公司
RBC Bearings INC的季度营收约是Axos Financial, Inc.的1.2倍（$461.6M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs 14.6%，领先17.2%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 5.6%）
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。
该文本实际介绍的并非RBC Bearings，而是美国多佛公司。多佛是一家工业产品综合制造商，1955年成立，总部位于伊利诺伊州当纳斯格罗夫。2021年其业务分为五大板块：工程产品、清洁能源与加注、成像与识别、泵与工艺解决方案、气候与可持续技术，是标普500成分股，在纽约证券交易所上市。
AX vs RBC — 直观对比
营收规模更大
RBC
是对方的1.2倍
$392.2M
净利率更高
AX
高出17.2%
14.6%
两年增速更快
AX
近两年复合增速
5.6%
损益表 — Q3 FY2026 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $461.6M |
| 净利润 | $124.7M | $67.4M |
| 毛利率 | — | 44.3% |
| 营业利润率 | — | 22.3% |
| 净利率 | 31.8% | 14.6% |
| 营收同比 | — | 17.0% |
| 净利润同比 | 18.5% | 16.4% |
| 每股收益（稀释后） | $2.15 | $2.13 |
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AXRBC
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $461.6M | ||
| Q3 25 | $323.4M | $455.3M | ||
| Q2 25 | $321.4M | $436.0M | ||
| Q1 25 | $308.8M | $437.7M | ||
| Q4 24 | $307.9M | $394.4M | ||
| Q3 24 | $320.7M | $397.9M | ||
| Q2 24 | $290.9M | $406.3M |
净利润AXRBC
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $67.4M | ||
| Q3 25 | $112.4M | $60.0M | ||
| Q2 25 | $110.7M | $68.5M | ||
| Q1 25 | $105.2M | $72.7M | ||
| Q4 24 | $104.7M | $57.9M | ||
| Q3 24 | $112.3M | $54.2M | ||
| Q2 24 | $104.9M | $61.4M |
毛利率AXRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 44.3% | ||
| Q3 25 | — | 44.1% | ||
| Q2 25 | — | 44.8% | ||
| Q1 25 | — | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | — | 43.7% | ||
| Q2 24 | — | 45.3% |
营业利润率AXRBC
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 22.3% | ||
| Q3 25 | 46.3% | 21.5% | ||
| Q2 25 | 48.5% | 23.2% | ||
| Q1 25 | 47.9% | 23.0% | ||
| Q4 24 | 48.8% | 21.7% | ||
| Q3 24 | 49.6% | 21.6% | ||
| Q2 24 | 49.6% | 24.0% |
净利率AXRBC
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 14.6% | ||
| Q3 25 | 34.7% | 13.2% | ||
| Q2 25 | 34.4% | 15.7% | ||
| Q1 25 | 34.1% | 16.6% | ||
| Q4 24 | 34.0% | 14.7% | ||
| Q3 24 | 35.0% | 13.6% | ||
| Q2 24 | 36.0% | 15.1% |
每股收益（稀释后）AXRBC
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $2.13 | ||
| Q3 25 | $1.94 | $1.90 | ||
| Q2 25 | $1.89 | $2.17 | ||
| Q1 25 | $1.81 | $2.33 | ||
| Q4 24 | $1.80 | $1.82 | ||
| Q3 24 | $1.93 | $1.65 | ||
| Q2 24 | $1.75 | $1.90 |
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 | — | $107.6M |
| 总债务越低越好 | — | $990.2M |
| 股东权益账面价值 | $3.1B | $3.3B |
| 总资产 | $29.2B | $5.1B |
| 负债/权益比越低杠杆越低 | — | 0.30× |
8季度趋势，按日历期对齐
现金及短期投资AXRBC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $107.6M | ||
| Q3 25 | $2.6B | $91.2M | ||
| Q2 25 | $1.9B | $132.9M | ||
| Q1 25 | $2.0B | $36.8M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | $76.8M |
总债务AXRBC
| Q1 26 | — | — | ||
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | $312.7M | $915.6M | ||
| Q1 25 | $377.4M | $920.1M | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | — |
股东权益AXRBC
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $3.3B | ||
| Q3 25 | $2.8B | $3.2B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.6B | $3.0B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.3B | $2.8B |
总资产AXRBC
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $5.1B | ||
| Q3 25 | $27.4B | $5.1B | ||
| Q2 25 | $24.8B | $4.8B | ||
| Q1 25 | $24.0B | $4.7B | ||
| Q4 24 | $23.7B | $4.7B | ||
| Q3 24 | $23.6B | $4.7B | ||
| Q2 24 | $22.9B | $4.7B |
负债/权益比AXRBC
| Q1 26 | — | — | ||
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | 0.12× | 0.29× | ||
| Q1 25 | 0.14× | 0.30× | ||
| 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 | — | $122.1M |
| 自由现金流经营现金流 - 资本支出 | — | $99.1M |
| 自由现金流率自由现金流/营收 | — | 21.5% |
| 资本支出强度资本支出/营收 | — | 5.0% |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AXRBC
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $122.1M | ||
| Q3 25 | $118.4M | $88.4M | ||
| Q2 25 | $490.3M | $120.0M | ||
| Q1 25 | $73.7M | — | ||
| Q4 24 | $162.5M | $84.0M | ||
| Q3 24 | $70.8M | — | ||
| Q2 24 | $305.5M | $97.4M |
自由现金流AXRBC
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $99.1M | ||
| Q3 25 | $109.3M | $71.7M | ||
| Q2 25 | $436.1M | $104.3M | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | $73.6M | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | $88.4M |
自由现金流率AXRBC
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 21.5% | ||
| Q3 25 | 33.8% | 15.7% | ||
| Q2 25 | 135.7% | 23.9% | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | 18.7% | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | 21.8% |
资本支出强度AXRBC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 5.0% | ||
| Q3 25 | 2.8% | 3.7% | ||
| Q2 25 | 16.9% | 3.6% | ||
| Q1 25 | 2.8% | 3.2% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 5.5% | 4.1% | ||
| Q2 24 | 12.4% | 2.2% |
现金转化率AXRBC
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 1.81× | ||
| Q3 25 | 1.05× | 1.47× | ||
| Q2 25 | 4.43× | 1.75× | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | 1.45× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | 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
| Net Interest Income | $306.3M | 78% |
| Noninterest Income | $86.0M | 22% |
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
