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Axos Financial, Inc.（AX）与REV Group, Inc.（REVG）财务数据对比。点击上方公司名可切换其他公司
REV Group, Inc.的季度营收约是Axos Financial, Inc.的1.7倍（$664.4M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs 4.3%，领先27.4%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 6.5%）
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。
REV Group是一家美国智能语音转文字服务提供商，总部位于旧金山和奥斯汀，成立于2010年，核心业务涵盖隐藏字幕制作、多语言字幕翻译及文字转录服务，曾获《PC Magazine》2018年编辑选择奖，2019年获评该杂志最佳转录服务提供商。
AX vs REVG — 直观对比
营收规模更大
REVG
是对方的1.7倍
$392.2M
净利率更高
AX
高出27.4%
4.3%
两年增速更快
AX
近两年复合增速
6.5%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $664.4M |
| 净利润 | $124.7M | $28.9M |
| 毛利率 | — | 15.4% |
| 营业利润率 | — | 7.1% |
| 净利率 | 31.8% | 4.3% |
| 营收同比 | — | 11.1% |
| 净利润同比 | 18.5% | -30.7% |
| 每股收益（稀释后） | $2.15 | $0.57 |
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AXREVG
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $664.4M | ||
| Q3 25 | $323.4M | $644.9M | ||
| Q2 25 | $321.4M | $629.1M | ||
| Q1 25 | $308.8M | $525.1M | ||
| Q4 24 | $307.9M | $597.9M | ||
| Q3 24 | $320.7M | $579.4M | ||
| Q2 24 | $290.9M | $616.9M |
净利润AXREVG
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $28.9M | ||
| Q3 25 | $112.4M | $29.1M | ||
| Q2 25 | $110.7M | $19.0M | ||
| Q1 25 | $105.2M | $18.2M | ||
| Q4 24 | $104.7M | $41.7M | ||
| Q3 24 | $112.3M | $18.0M | ||
| Q2 24 | $104.9M | $15.2M |
毛利率AXREVG
| Q1 26 | — | — | ||
| Q4 25 | — | 15.4% | ||
| Q3 25 | — | 15.8% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 13.3% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | — | 13.5% | ||
| Q2 24 | — | 12.5% |
营业利润率AXREVG
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 7.1% | ||
| Q3 25 | 46.3% | 8.8% | ||
| Q2 25 | 48.5% | 7.9% | ||
| Q1 25 | 47.9% | 5.3% | ||
| Q4 24 | 48.8% | 5.8% | ||
| Q3 24 | 49.6% | 4.9% | ||
| Q2 24 | 49.6% | 3.7% |
净利率AXREVG
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 4.3% | ||
| Q3 25 | 34.7% | 4.5% | ||
| Q2 25 | 34.4% | 3.0% | ||
| Q1 25 | 34.1% | 3.5% | ||
| Q4 24 | 34.0% | 7.0% | ||
| Q3 24 | 35.0% | 3.1% | ||
| Q2 24 | 36.0% | 2.5% |
每股收益（稀释后）AXREVG
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $0.57 | ||
| Q3 25 | $1.94 | $0.59 | ||
| Q2 25 | $1.89 | $0.38 | ||
| Q1 25 | $1.81 | $0.35 | ||
| Q4 24 | $1.80 | $1.03 | ||
| Q3 24 | $1.93 | $0.35 | ||
| Q2 24 | $1.75 | $0.28 |
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 | — | $34.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $416.3M |
| 总资产 | $29.2B | $1.2B |
| 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AXREVG
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $34.7M | ||
| Q3 25 | $2.6B | $36.0M | ||
| Q2 25 | $1.9B | $28.8M | ||
| Q1 25 | $2.0B | $31.6M | ||
| Q4 24 | $2.4B | $24.6M | ||
| Q3 24 | $2.6B | $50.5M | ||
| Q2 24 | $2.0B | $38.2M |
总债务AXREVG
| 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AXREVG
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $416.3M | ||
| Q3 25 | $2.8B | $387.3M | ||
| Q2 25 | $2.7B | $357.8M | ||
| Q1 25 | $2.6B | $428.8M | ||
| Q4 24 | $2.5B | $435.1M | ||
| Q3 24 | $2.4B | $394.6M | ||
| Q2 24 | $2.3B | $379.7M |
总资产AXREVG
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $1.2B | ||
| Q3 25 | $27.4B | $1.2B | ||
| 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 | $1.3B |
负债/权益比AXREVG
| 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 | — | $76.9M |
| 自由现金流经营现金流 - 资本支出 | — | $53.7M |
| 自由现金流率自由现金流/营收 | — | 8.1% |
| 资本支出强度资本支出/营收 | — | 3.5% |
| 现金转化率经营现金流/净利润 | — | 2.66× |
| 过去12个月自由现金流最近4个季度 | — | $190.0M |
8季度趋势，按日历期对齐
经营现金流AXREVG
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $76.9M | ||
| Q3 25 | $118.4M | $60.3M | ||
| Q2 25 | $490.3M | $117.0M | ||
| Q1 25 | $73.7M | $-13.1M | ||
| Q4 24 | $162.5M | $68.6M | ||
| Q3 24 | $70.8M | $14.4M | ||
| Q2 24 | $305.5M | $40.1M |
自由现金流AXREVG
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $53.7M | ||
| Q3 25 | $109.3M | $48.7M | ||
| Q2 25 | $436.1M | $105.6M | ||
| Q1 25 | $65.1M | $-18.0M | ||
| Q4 24 | $156.4M | $63.3M | ||
| Q3 24 | $53.0M | $8.5M | ||
| Q2 24 | $269.5M | $34.2M |
自由现金流率AXREVG
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 8.1% | ||
| Q3 25 | 33.8% | 7.6% | ||
| Q2 25 | 135.7% | 16.8% | ||
| Q1 25 | 21.1% | -3.4% | ||
| Q4 24 | 50.8% | 10.6% | ||
| Q3 24 | 16.5% | 1.5% | ||
| Q2 24 | 92.6% | 5.5% |
资本支出强度AXREVG
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 3.5% | ||
| Q3 25 | 2.8% | 1.8% | ||
| Q2 25 | 16.9% | 1.8% | ||
| Q1 25 | 2.8% | 0.9% | ||
| Q4 24 | 2.0% | 0.9% | ||
| Q3 24 | 5.5% | 1.0% | ||
| Q2 24 | 12.4% | 1.0% |
现金转化率AXREVG
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 2.66× | ||
| Q3 25 | 1.05× | 2.07× | ||
| Q2 25 | 4.43× | 6.16× | ||
| Q1 25 | 0.70× | -0.72× | ||
| Q4 24 | 1.55× | 1.65× | ||
| Q3 24 | 0.63× | 0.80× | ||
| Q2 24 | 2.91× | 2.64× |
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% |
REVG
| Specialty Vehicles | $507.4M | 76% |
| Recreational Vehicles | $157.2M | 24% |
