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Axos Financial, Inc.(AX)与SCANSOURCE, INC.(SCSC)财务数据对比。点击上方公司名可切换其他公司
SCANSOURCE, INC.的季度营收约是Axos Financial, Inc.的2.0倍($766.5M vs $385.1M),Axos Financial, Inc.净利率更高(33.3% vs 2.2%,领先31.2%),Axos Financial, Inc.同比增速更快(25.1% vs 2.5%),Axos Financial, Inc.自由现金流更多($85.4M vs $28.9M),过去两年Axos Financial, Inc.的营收复合增速更高(14.3% vs 0.9%)
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。
ScanSource是全球领先的专业技术分销商,主营销售点系统、条码扫描设备、网络安全产品、云服务及通信解决方案,面向北美、拉美、欧洲的增值经销商、服务提供商及企业客户,覆盖零售、医疗、工业、公共部门等领域。
AX vs SCSC — 直观对比
营收规模更大
SCSC
是对方的2.0倍
$385.1M
营收增速更快
AX
高出22.5%
2.5%
净利率更高
AX
高出31.2%
2.2%
自由现金流更多
AX
多$56.5M
$28.9M
两年增速更快
AX
近两年复合增速
0.9%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $385.1M | $766.5M |
| 净利润 | $128.4M | $16.5M |
| 毛利率 | — | 13.4% |
| 营业利润率 | 45.6% | 2.3% |
| 净利率 | 33.3% | 2.2% |
| 营收同比 | 25.1% | 2.5% |
| 净利润同比 | 22.6% | -3.3% |
| 每股收益(稀释后) | $2.22 | $0.75 |
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
AX
SCSC
| Q4 25 | $385.1M | $766.5M | ||
| Q3 25 | $323.4M | $739.6M | ||
| Q2 25 | $321.4M | $812.9M | ||
| Q1 25 | $308.8M | $704.8M | ||
| Q4 24 | $307.9M | $747.5M | ||
| Q3 24 | $320.7M | $775.6M | ||
| Q2 24 | $290.9M | $746.1M | ||
| Q1 24 | $294.8M | $752.6M |
净利润
AX
SCSC
| Q4 25 | $128.4M | $16.5M | ||
| Q3 25 | $112.4M | $19.9M | ||
| Q2 25 | $110.7M | $20.1M | ||
| Q1 25 | $105.2M | $17.4M | ||
| Q4 24 | $104.7M | $17.1M | ||
| Q3 24 | $112.3M | $17.0M | ||
| Q2 24 | $104.9M | $16.1M | ||
| Q1 24 | $110.7M | $12.8M |
毛利率
AX
SCSC
| Q4 25 | — | 13.4% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 12.9% | ||
| Q1 25 | — | 14.2% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | — | 13.1% | ||
| Q2 24 | — | 13.0% | ||
| Q1 24 | — | 12.6% |
营业利润率
AX
SCSC
| Q4 25 | 45.6% | 2.3% | ||
| Q3 25 | 46.3% | 3.5% | ||
| Q2 25 | 48.5% | 3.3% | ||
| Q1 25 | 47.9% | 3.2% | ||
| Q4 24 | 48.8% | 2.5% | ||
| Q3 24 | 49.6% | 2.3% | ||
| Q2 24 | 49.6% | 2.9% | ||
| Q1 24 | 52.8% | 2.3% |
净利率
AX
SCSC
| Q4 25 | 33.3% | 2.2% | ||
| Q3 25 | 34.7% | 2.7% | ||
| Q2 25 | 34.4% | 2.5% | ||
| Q1 25 | 34.1% | 2.5% | ||
| Q4 24 | 34.0% | 2.3% | ||
| Q3 24 | 35.0% | 2.2% | ||
| Q2 24 | 36.0% | 2.2% | ||
| Q1 24 | 37.6% | 1.7% |
每股收益(稀释后)
AX
SCSC
| Q4 25 | $2.22 | $0.75 | ||
| Q3 25 | $1.94 | $0.89 | ||
| Q2 25 | $1.89 | $0.87 | ||
| Q1 25 | $1.81 | $0.74 | ||
| Q4 24 | $1.80 | $0.70 | ||
| Q3 24 | $1.93 | $0.69 | ||
| Q2 24 | $1.75 | $0.66 | ||
| Q1 24 | $1.91 | $0.50 |
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 | $83.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.9B | $910.9M |
| 总资产 | $28.2B | $1.7B |
| 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
AX
SCSC
| Q4 25 | $1.0B | $83.5M | ||
| Q3 25 | $2.6B | $124.9M | ||
| Q2 25 | $1.9B | $126.2M | ||
| Q1 25 | $2.0B | $146.3M | ||
| Q4 24 | $2.4B | $110.5M | ||
| Q3 24 | $2.6B | $145.0M | ||
| Q2 24 | $2.0B | $185.5M | ||
| Q1 24 | $2.1B | $159.1M |
总债务
AX
SCSC
| 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
AX
SCSC
| Q4 25 | $2.9B | $910.9M | ||
| Q3 25 | $2.8B | $914.0M | ||
| Q2 25 | $2.7B | $906.4M | ||
| Q1 25 | $2.6B | $901.7M | ||
| Q4 24 | $2.5B | $900.7M | ||
| Q3 24 | $2.4B | $920.9M | ||
| Q2 24 | $2.3B | $924.3M | ||
| Q1 24 | $2.2B | $944.1M |
总资产
AX
SCSC
| Q4 25 | $28.2B | $1.7B | ||
| Q3 25 | $27.4B | $1.7B | ||
| Q2 25 | $24.8B | $1.8B | ||
| Q1 25 | $24.0B | $1.7B | ||
| Q4 24 | $23.7B | $1.7B | ||
| Q3 24 | $23.6B | $1.8B | ||
| Q2 24 | $22.9B | $1.8B | ||
| Q1 24 | $22.6B | $1.8B |
负债/权益比
AX
SCSC
| 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 | $30.8M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $28.9M |
| 自由现金流率自由现金流/营收 | 22.2% | 3.8% |
| 资本支出强度资本支出/营收 | 4.9% | 0.3% |
| 现金转化率经营现金流/净利润 | 0.81× | 1.87× |
| 过去12个月自由现金流最近4个季度 | $695.9M | — |
8季度趋势,按日历期对齐
经营现金流
AX
SCSC
| Q4 25 | $104.1M | $30.8M | ||
| Q3 25 | $118.4M | $23.2M | ||
| Q2 25 | $490.3M | — | ||
| Q1 25 | $73.7M | $66.1M | ||
| Q4 24 | $162.5M | $-6.2M | ||
| Q3 24 | $70.8M | $44.8M | ||
| Q2 24 | $305.5M | — | ||
| Q1 24 | $115.8M | $160.2M |
自由现金流
AX
SCSC
| Q4 25 | $85.4M | $28.9M | ||
| Q3 25 | $109.3M | $20.8M | ||
| Q2 25 | $436.1M | — | ||
| Q1 25 | $65.1M | $64.6M | ||
| Q4 24 | $156.4M | $-8.2M | ||
| Q3 24 | $53.0M | $42.5M | ||
| Q2 24 | $269.5M | — | ||
| Q1 24 | $107.3M | $157.7M |
自由现金流率
AX
SCSC
| Q4 25 | 22.2% | 3.8% | ||
| Q3 25 | 33.8% | 2.8% | ||
| Q2 25 | 135.7% | — | ||
| Q1 25 | 21.1% | 9.2% | ||
| Q4 24 | 50.8% | -1.1% | ||
| Q3 24 | 16.5% | 5.5% | ||
| Q2 24 | 92.6% | — | ||
| Q1 24 | 36.4% | 21.0% |
资本支出强度
AX
SCSC
| Q4 25 | 4.9% | 0.3% | ||
| Q3 25 | 2.8% | 0.3% | ||
| Q2 25 | 16.9% | 0.3% | ||
| Q1 25 | 2.8% | 0.2% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 5.5% | 0.3% | ||
| Q2 24 | 12.4% | 0.2% | ||
| Q1 24 | 2.9% | 0.3% |
现金转化率
AX
SCSC
| Q4 25 | 0.81× | 1.87× | ||
| Q3 25 | 1.05× | 1.17× | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | 3.79× | ||
| Q4 24 | 1.55× | -0.36× | ||
| Q3 24 | 0.63× | 2.64× | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | 12.51× |
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
SCSC
| Products And Services | $723.4M | 94% |
| Intelisys Advisory | $25.0M | 3% |
| Recurring Revenue | $18.2M | 2% |