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Axos Financial, Inc.（AX）与Unity Software Inc.（U）财务数据对比。点击上方公司名可切换其他公司
Unity Software Inc.的季度营收约是Axos Financial, Inc.的1.3倍（$508.2M vs $392.2M），Axos Financial, Inc.净利率更高（31.8% vs -68.3%，领先100.0%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 6.4%）
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。
Unity Software Inc.是总部位于美国旧金山的游戏软件开发企业，2004年于丹麦成立时原名为Over the Edge Entertainment，2007年更为现名。公司核心产品Unity游戏引擎全球应用广泛，可用于开发各类电子游戏及其他互动应用，商业化授权服务覆盖全球客户。
AX vs U — 直观对比
营收规模更大
U
是对方的1.3倍
$392.2M
净利率更高
AX
高出100.0%
-68.3%
两年增速更快
AX
近两年复合增速
6.4%
损益表 — Q3 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $508.2M |
| 净利润 | $124.7M | $-346.9M |
| 毛利率 | — | 30.8% |
| 营业利润率 | — | 0.0% |
| 净利率 | 31.8% | -68.3% |
| 营收同比 | — | 17.0% |
| 净利润同比 | 18.5% | — |
| 每股收益（稀释后） | $2.15 | $-0.80 |
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AXU
| Q1 26 | $392.2M | $508.2M | ||
| Q4 25 | $385.1M | $503.1M | ||
| Q3 25 | $323.4M | $470.6M | ||
| Q2 25 | $321.4M | $440.9M | ||
| Q1 25 | $308.8M | $435.0M | ||
| Q4 24 | $307.9M | $457.1M | ||
| Q3 24 | $320.7M | $446.5M | ||
| Q2 24 | $290.9M | $449.3M |
净利润AXU
| Q1 26 | $124.7M | $-346.9M | ||
| Q4 25 | $128.4M | $-90.0M | ||
| Q3 25 | $112.4M | $-126.4M | ||
| Q2 25 | $110.7M | $-108.8M | ||
| Q1 25 | $105.2M | $-77.6M | ||
| Q4 24 | $104.7M | $-122.7M | ||
| Q3 24 | $112.3M | $-124.7M | ||
| Q2 24 | $104.9M | $-125.6M |
毛利率AXU
| Q1 26 | — | 30.8% | ||
| Q4 25 | — | 74.3% | ||
| Q3 25 | — | 74.4% | ||
| Q2 25 | — | 74.1% | ||
| Q1 25 | — | 73.8% | ||
| Q4 24 | — | 74.7% | ||
| Q3 24 | — | 74.9% | ||
| Q2 24 | — | 75.8% |
营业利润率AXU
| Q1 26 | — | 0.0% | ||
| Q4 25 | 45.6% | -21.2% | ||
| Q3 25 | 46.3% | -26.7% | ||
| Q2 25 | 48.5% | -26.9% | ||
| Q1 25 | 47.9% | -29.4% | ||
| Q4 24 | 48.8% | -27.1% | ||
| Q3 24 | 49.6% | -28.5% | ||
| Q2 24 | 49.6% | -28.8% |
净利率AXU
| Q1 26 | 31.8% | -68.3% | ||
| Q4 25 | 33.3% | -17.9% | ||
| Q3 25 | 34.7% | -26.9% | ||
| Q2 25 | 34.4% | -24.7% | ||
| Q1 25 | 34.1% | -17.8% | ||
| Q4 24 | 34.0% | -26.8% | ||
| Q3 24 | 35.0% | -27.9% | ||
| Q2 24 | 36.0% | -28.0% |
每股收益（稀释后）AXU
| Q1 26 | $2.15 | $-0.80 | ||
| Q4 25 | $2.22 | $-0.21 | ||
| Q3 25 | $1.94 | $-0.30 | ||
| Q2 25 | $1.89 | $-0.26 | ||
| Q1 25 | $1.81 | $-0.19 | ||
| Q4 24 | $1.80 | $-0.30 | ||
| Q3 24 | $1.93 | $-0.31 | ||
| Q2 24 | $1.75 | $-0.32 |
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 | — | $2.1B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.1B | $3.0B |
| 总资产 | $29.2B | $6.5B |
| 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AXU
| Q1 26 | — | $2.1B | ||
| Q4 25 | $1.0B | $2.1B | ||
| Q3 25 | $2.6B | $1.9B | ||
| Q2 25 | $1.9B | $1.7B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $2.4B | $1.5B | ||
| Q3 24 | $2.6B | $1.4B | ||
| Q2 24 | $2.0B | $1.3B |
总债务AXU
| 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AXU
| Q1 26 | $3.1B | $3.0B | ||
| Q4 25 | $2.9B | $3.2B | ||
| Q3 25 | $2.8B | $3.2B | ||
| Q2 25 | $2.7B | $3.2B | ||
| Q1 25 | $2.6B | $3.2B | ||
| Q4 24 | $2.5B | $3.2B | ||
| Q3 24 | $2.4B | $3.2B | ||
| Q2 24 | $2.3B | $3.2B |
总资产AXU
| Q1 26 | $29.2B | $6.5B | ||
| Q4 25 | $28.2B | $6.8B | ||
| Q3 25 | $27.4B | $6.8B | ||
| Q2 25 | $24.8B | $6.7B | ||
| Q1 25 | $24.0B | $6.6B | ||
| Q4 24 | $23.7B | $6.7B | ||
| Q3 24 | $23.6B | $6.7B | ||
| Q2 24 | $22.9B | $6.7B |
负债/权益比AXU
| 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 | — | $71.3M |
| 自由现金流经营现金流 - 资本支出 | — | $66.5M |
| 自由现金流率自由现金流/营收 | — | 13.1% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $463.1M |
8季度趋势，按日历期对齐
经营现金流AXU
| Q1 26 | — | $71.3M | ||
| Q4 25 | $104.1M | $121.4M | ||
| Q3 25 | $118.4M | $155.4M | ||
| Q2 25 | $490.3M | $133.1M | ||
| Q1 25 | $73.7M | $13.0M | ||
| Q4 24 | $162.5M | $112.2M | ||
| Q3 24 | $70.8M | $122.4M | ||
| Q2 24 | $305.5M | $88.4M |
自由现金流AXU
| Q1 26 | — | $66.5M | ||
| Q4 25 | $85.4M | $118.7M | ||
| Q3 25 | $109.3M | $151.3M | ||
| Q2 25 | $436.1M | $126.7M | ||
| Q1 25 | $65.1M | $7.3M | ||
| Q4 24 | $156.4M | $105.8M | ||
| Q3 24 | $53.0M | $115.2M | ||
| Q2 24 | $269.5M | $79.6M |
自由现金流率AXU
| Q1 26 | — | 13.1% | ||
| Q4 25 | 22.2% | 23.6% | ||
| Q3 25 | 33.8% | 32.1% | ||
| Q2 25 | 135.7% | 28.7% | ||
| Q1 25 | 21.1% | 1.7% | ||
| Q4 24 | 50.8% | 23.1% | ||
| Q3 24 | 16.5% | 25.8% | ||
| Q2 24 | 92.6% | 17.7% |
资本支出强度AXU
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 0.5% | ||
| Q3 25 | 2.8% | 0.9% | ||
| Q2 25 | 16.9% | 1.5% | ||
| Q1 25 | 2.8% | 1.3% | ||
| Q4 24 | 2.0% | 1.4% | ||
| Q3 24 | 5.5% | 1.6% | ||
| Q2 24 | 12.4% | 2.0% |
现金转化率AXU
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | — | ||
| Q2 25 | 4.43× | — | ||
| Q1 25 | 0.70× | — | ||
| Q4 24 | 1.55× | — | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — |
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% |
U
| Strategic | $432.4M | 85% |
| Other | $75.8M | 15% |
