vs
Axos Financial, Inc.（AX）与Seadrill Ltd（SDRL）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Seadrill Ltd的1.4倍（$385.1M vs $273.0M），Axos Financial, Inc.净利率更高（33.3% vs -3.7%，领先37.0%），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -8.9%）
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。
Seadrill是一家海洋钻井承包商，为全球油气行业提供海上钻井服务，核心业务是持有并运营钻井船、半潜式钻井平台和自升式钻井平台，可覆盖浅海到超深海、温和及恶劣海况等不同作业场景，主要客户涵盖国际石油巨头、一体化油气企业、国有石油公司及独立油气生产商，服务均基于合同模式提供。
AX vs SDRL — 直观对比
营收规模更大
AX
是对方的1.4倍
$273.0M
净利率更高
AX
高出37.0%
-3.7%
两年增速更快
AX
近两年复合增速
-8.9%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $273.0M |
| 净利润 | $128.4M | $-10.0M |
| 毛利率 | — | — |
| 营业利润率 | 45.6% | -1.1% |
| 净利率 | 33.3% | -3.7% |
| 营收同比 | 25.1% | — |
| 净利润同比 | 22.6% | — |
| 每股收益（稀释后） | $2.22 | — |
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AXSDRL
| Q4 25 | $385.1M | $273.0M | ||
| Q3 25 | $323.4M | $280.0M | ||
| Q2 25 | $321.4M | $288.0M | ||
| Q1 25 | $308.8M | $248.0M | ||
| Q4 24 | $307.9M | — | ||
| Q3 24 | $320.7M | $263.0M | ||
| Q2 24 | $290.9M | $267.0M | ||
| Q1 24 | $294.8M | $275.0M |
净利润AXSDRL
| Q4 25 | $128.4M | $-10.0M | ||
| Q3 25 | $112.4M | $-11.0M | ||
| Q2 25 | $110.7M | $-42.0M | ||
| Q1 25 | $105.2M | $-14.0M | ||
| Q4 24 | $104.7M | — | ||
| Q3 24 | $112.3M | $32.0M | ||
| Q2 24 | $104.9M | $253.0M | ||
| Q1 24 | $110.7M | $60.0M |
营业利润率AXSDRL
| Q4 25 | 45.6% | -1.1% | ||
| Q3 25 | 46.3% | 9.3% | ||
| Q2 25 | 48.5% | 2.1% | ||
| Q1 25 | 47.9% | 7.3% | ||
| Q4 24 | 48.8% | — | ||
| Q3 24 | 49.6% | 17.9% | ||
| Q2 24 | 49.6% | — | ||
| Q1 24 | 52.8% | 29.1% |
净利率AXSDRL
| Q4 25 | 33.3% | -3.7% | ||
| Q3 25 | 34.7% | -3.9% | ||
| Q2 25 | 34.4% | -14.6% | ||
| Q1 25 | 34.1% | -5.6% | ||
| Q4 24 | 34.0% | — | ||
| Q3 24 | 35.0% | 12.2% | ||
| Q2 24 | 36.0% | 94.8% | ||
| Q1 24 | 37.6% | 21.8% |
每股收益（稀释后）AXSDRL
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | $-0.17 | ||
| Q2 25 | $1.89 | $-0.68 | ||
| Q1 25 | $1.81 | $-0.23 | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | $0.49 | ||
| Q2 24 | $1.75 | $3.49 | ||
| Q1 24 | $1.91 | $0.81 |
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 | $339.0M |
| 总债务越低越好 | — | $613.0M |
| 股东权益账面价值 | $2.9B | $2.9B |
| 总资产 | $28.2B | $3.9B |
| 负债/权益比越低杠杆越低 | — | 0.21× |
8季度趋势，按日历期对齐
现金及短期投资AXSDRL
| Q4 25 | $1.0B | $339.0M | ||
| Q3 25 | $2.6B | $402.0M | ||
| Q2 25 | $1.9B | $393.0M | ||
| Q1 25 | $2.0B | $404.0M | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.0B | $835.0M | ||
| Q1 24 | $2.1B | — |
总债务AXSDRL
| Q4 25 | — | $613.0M | ||
| Q3 25 | — | $612.0M | ||
| Q2 25 | $312.7M | $612.0M | ||
| Q1 25 | $377.4M | $611.0M | ||
| Q4 24 | $358.7M | — | ||
| Q3 24 | $313.5M | — | ||
| Q2 24 | $325.7M | $609.0M | ||
| Q1 24 | $330.4M | — |
股东权益AXSDRL
| Q4 25 | $2.9B | $2.9B | ||
| Q3 25 | $2.8B | $2.9B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $2.9B | ||
| Q2 24 | $2.3B | $3.1B | ||
| Q1 24 | $2.2B | $2.9B |
总资产AXSDRL
| Q4 25 | $28.2B | $3.9B | ||
| Q3 25 | $27.4B | $4.1B | ||
| Q2 25 | $24.8B | $4.1B | ||
| Q1 25 | $24.0B | $4.1B | ||
| Q4 24 | $23.7B | — | ||
| Q3 24 | $23.6B | — | ||
| Q2 24 | $22.9B | $4.3B | ||
| Q1 24 | $22.6B | — |
负债/权益比AXSDRL
| Q4 25 | — | 0.21× | ||
| Q3 25 | — | 0.21× | ||
| Q2 25 | 0.12× | 0.21× | ||
| Q1 25 | 0.14× | 0.21× | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.13× | — | ||
| Q2 24 | 0.14× | 0.20× | ||
| 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 | $-40.0M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | — |
| 自由现金流率自由现金流/营收 | 22.2% | — |
| 资本支出强度资本支出/营收 | 4.9% | — |
| 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 | — |
8季度趋势，按日历期对齐
经营现金流AXSDRL
| Q4 25 | $104.1M | $-40.0M | ||
| Q3 25 | $118.4M | $28.0M | ||
| Q2 25 | $490.3M | $11.0M | ||
| Q1 25 | $73.7M | $-27.0M | ||
| Q4 24 | $162.5M | — | ||
| Q3 24 | $70.8M | $-27.0M | ||
| Q2 24 | $305.5M | $79.0M | ||
| Q1 24 | $115.8M | $29.0M |
自由现金流AXSDRL
| Q4 25 | $85.4M | — | ||
| Q3 25 | $109.3M | — | ||
| Q2 25 | $436.1M | — | ||
| Q1 25 | $65.1M | — | ||
| Q4 24 | $156.4M | — | ||
| Q3 24 | $53.0M | — | ||
| Q2 24 | $269.5M | — | ||
| Q1 24 | $107.3M | — |
自由现金流率AXSDRL
| Q4 25 | 22.2% | — | ||
| Q3 25 | 33.8% | — | ||
| Q2 25 | 135.7% | — | ||
| Q1 25 | 21.1% | — | ||
| Q4 24 | 50.8% | — | ||
| Q3 24 | 16.5% | — | ||
| Q2 24 | 92.6% | — | ||
| Q1 24 | 36.4% | — |
资本支出强度AXSDRL
| Q4 25 | 4.9% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 16.9% | — | ||
| Q1 25 | 2.8% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 5.5% | — | ||
| Q2 24 | 12.4% | — | ||
| Q1 24 | 2.9% | — |
现金转化率AXSDRL
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | -0.84× | ||
| Q2 24 | 2.91× | 0.31× | ||
| Q1 24 | 1.05× | 0.48× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
