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Axos Financial, Inc.（AX）与STERLING INFRASTRUCTURE, INC.（STRL）财务数据对比。点击上方公司名可切换其他公司
STERLING INFRASTRUCTURE, INC.的季度营收约是Axos Financial, Inc.的1.9倍（$755.6M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs 11.6%，领先20.2%），过去两年STERLING INFRASTRUCTURE, INC.的营收复合增速更高（31.0% 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。
本公司是总部位于印度马哈拉施特拉邦孟买的跨国工程总承包（EPC）企业，业务覆盖可再生能源、数据中心、柴油发电、机电水暖（MEP）服务等多个领域，已在全球三十余个国家交付项目，执行团队遍布亚洲、中东、非洲、欧洲及澳大利亚。
AX vs STRL — 直观对比
营收规模更大
STRL
是对方的1.9倍
$392.2M
净利率更高
AX
高出20.2%
11.6%
两年增速更快
STRL
近两年复合增速
16.1%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $755.6M |
| 净利润 | $124.7M | $87.6M |
| 毛利率 | — | 21.7% |
| 营业利润率 | — | 15.9% |
| 净利率 | 31.8% | 11.6% |
| 营收同比 | — | 51.5% |
| 净利润同比 | 18.5% | -22.6% |
| 每股收益（稀释后） | $2.15 | $2.82 |
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AXSTRL
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $755.6M | ||
| Q3 25 | $323.4M | $689.0M | ||
| Q2 25 | $321.4M | $614.5M | ||
| Q1 25 | $308.8M | $430.9M | ||
| Q4 24 | $307.9M | $498.8M | ||
| Q3 24 | $320.7M | $593.7M | ||
| Q2 24 | $290.9M | $582.8M |
净利润AXSTRL
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $87.6M | ||
| Q3 25 | $112.4M | $92.1M | ||
| Q2 25 | $110.7M | $71.0M | ||
| Q1 25 | $105.2M | $39.5M | ||
| Q4 24 | $104.7M | $113.2M | ||
| Q3 24 | $112.3M | $61.3M | ||
| Q2 24 | $104.9M | $51.9M |
毛利率AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | — | 21.7% | ||
| Q3 25 | — | 24.7% | ||
| Q2 25 | — | 23.3% | ||
| Q1 25 | — | 22.0% | ||
| Q4 24 | — | 21.4% | ||
| Q3 24 | — | 21.9% | ||
| Q2 24 | — | 19.3% |
营业利润率AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 15.9% | ||
| Q3 25 | 46.3% | 18.2% | ||
| Q2 25 | 48.5% | 17.0% | ||
| Q1 25 | 47.9% | 13.0% | ||
| Q4 24 | 48.8% | 12.5% | ||
| Q3 24 | 49.6% | 14.7% | ||
| Q2 24 | 49.6% | 12.5% |
净利率AXSTRL
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 11.6% | ||
| Q3 25 | 34.7% | 13.4% | ||
| Q2 25 | 34.4% | 11.6% | ||
| Q1 25 | 34.1% | 9.2% | ||
| Q4 24 | 34.0% | 22.7% | ||
| Q3 24 | 35.0% | 10.3% | ||
| Q2 24 | 36.0% | 8.9% |
每股收益（稀释后）AXSTRL
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | $2.82 | ||
| Q3 25 | $1.94 | $2.97 | ||
| Q2 25 | $1.89 | $2.31 | ||
| Q1 25 | $1.81 | $1.28 | ||
| Q4 24 | $1.80 | $3.63 | ||
| Q3 24 | $1.93 | $1.97 | ||
| Q2 24 | $1.75 | $1.67 |
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 | — | $390.7M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $1.1B |
| 总资产 | $29.2B | $2.6B |
| 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AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $390.7M | ||
| Q3 25 | $2.6B | $306.4M | ||
| Q2 25 | $1.9B | $699.4M | ||
| Q1 25 | $2.0B | $638.6M | ||
| Q4 24 | $2.4B | $664.2M | ||
| Q3 24 | $2.6B | $648.1M | ||
| Q2 24 | $2.0B | $540.0M |
总债务AXSTRL
| 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AXSTRL
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | $1.1B | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.7B | $881.7M | ||
| Q1 25 | $2.6B | $805.4M | ||
| Q4 24 | $2.5B | $808.1M | ||
| Q3 24 | $2.4B | $716.5M | ||
| Q2 24 | $2.3B | $670.7M |
总资产AXSTRL
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.6B | ||
| Q3 25 | $27.4B | $2.6B | ||
| Q2 25 | $24.8B | $2.2B | ||
| Q1 25 | $24.0B | $2.0B | ||
| Q4 24 | $23.7B | $2.0B | ||
| Q3 24 | $23.6B | $2.0B | ||
| Q2 24 | $22.9B | $2.0B |
负债/权益比AXSTRL
| 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 | — | $186.1M |
| 自由现金流经营现金流 - 资本支出 | — | $159.7M |
| 自由现金流率自由现金流/营收 | — | 21.1% |
| 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 | — | 2.12× |
| 过去12个月自由现金流最近4个季度 | — | $362.7M |
8季度趋势，按日历期对齐
经营现金流AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $186.1M | ||
| Q3 25 | $118.4M | $83.6M | ||
| Q2 25 | $490.3M | $85.4M | ||
| Q1 25 | $73.7M | $84.9M | ||
| Q4 24 | $162.5M | $174.3M | ||
| Q3 24 | $70.8M | $152.3M | ||
| Q2 24 | $305.5M | $121.0M |
自由现金流AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $159.7M | ||
| Q3 25 | $109.3M | $64.0M | ||
| Q2 25 | $436.1M | $72.1M | ||
| Q1 25 | $65.1M | $67.0M | ||
| Q4 24 | $156.4M | $158.6M | ||
| Q3 24 | $53.0M | $138.3M | ||
| Q2 24 | $269.5M | $92.1M |
自由现金流率AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 21.1% | ||
| Q3 25 | 33.8% | 9.3% | ||
| Q2 25 | 135.7% | 11.7% | ||
| Q1 25 | 21.1% | 15.5% | ||
| Q4 24 | 50.8% | 31.8% | ||
| Q3 24 | 16.5% | 23.3% | ||
| Q2 24 | 92.6% | 15.8% |
资本支出强度AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 3.5% | ||
| Q3 25 | 2.8% | 2.9% | ||
| Q2 25 | 16.9% | 2.2% | ||
| Q1 25 | 2.8% | 4.2% | ||
| Q4 24 | 2.0% | 3.1% | ||
| Q3 24 | 5.5% | 2.4% | ||
| Q2 24 | 12.4% | 5.0% |
现金转化率AXSTRL
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 2.12× | ||
| Q3 25 | 1.05× | 0.91× | ||
| Q2 25 | 4.43× | 1.20× | ||
| Q1 25 | 0.70× | 2.15× | ||
| Q4 24 | 1.55× | 1.54× | ||
| Q3 24 | 0.63× | 2.48× | ||
| Q2 24 | 2.91× | 2.33× |
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% |
STRL
| Lump Sum | $464.9M | 62% |
| Heavy Highway | $99.6M | 13% |
| Residential Construction | $70.4M | 9% |
| Road And Highway Builders LLC | $52.4M | 7% |
| Other Revenue | $36.6M | 5% |
| Aviation | $16.6M | 2% |
| Commercial | $11.4M | 2% |
| Related Party | $600.0K | 0% |
