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Axos Financial, Inc.（AX）与USA Compression Partners, LP（USAC）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USA Compression Partners, LP的1.6倍（$392.2M vs $252.5M），Axos Financial, Inc.净利率更高（31.8% vs 11.0%，领先20.8%），过去两年Axos Financial, Inc.的营收复合增速更高（16.1% vs 4.9%）
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。
USA Compression Partners, LP是一家总部位于美国的天然气压缩服务供应商，服务覆盖油气行业上游、中游及下游领域，提供定制化压缩系统、设备维护与运营支持，助力天然气生产、加工和运输环节高效运转。
AX vs USAC — 直观对比
营收规模更大
AX
是对方的1.6倍
$252.5M
净利率更高
AX
高出20.8%
11.0%
两年增速更快
AX
近两年复合增速
4.9%
损益表 — Q3 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $392.2M | $252.5M |
| 净利润 | $124.7M | $27.8M |
| 毛利率 | — | — |
| 营业利润率 | — | 30.3% |
| 净利率 | 31.8% | 11.0% |
| 营收同比 | — | 2.7% |
| 净利润同比 | 18.5% | 9.1% |
| 每股收益（稀释后） | $2.15 | — |
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AXUSAC
| Q1 26 | $392.2M | — | ||
| Q4 25 | $385.1M | $252.5M | ||
| Q3 25 | $323.4M | $250.3M | ||
| Q2 25 | $321.4M | $250.1M | ||
| Q1 25 | $308.8M | $245.2M | ||
| Q4 24 | $307.9M | $245.9M | ||
| Q3 24 | $320.7M | $240.0M | ||
| Q2 24 | $290.9M | $235.3M |
净利润AXUSAC
| Q1 26 | $124.7M | — | ||
| Q4 25 | $128.4M | $27.8M | ||
| Q3 25 | $112.4M | $34.5M | ||
| Q2 25 | $110.7M | $28.6M | ||
| Q1 25 | $105.2M | $20.5M | ||
| Q4 24 | $104.7M | $25.4M | ||
| Q3 24 | $112.3M | $19.3M | ||
| Q2 24 | $104.9M | $31.2M |
营业利润率AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | 45.6% | 30.3% | ||
| Q3 25 | 46.3% | 33.5% | ||
| Q2 25 | 48.5% | 30.6% | ||
| Q1 25 | 47.9% | 28.3% | ||
| Q4 24 | 48.8% | 30.3% | ||
| Q3 24 | 49.6% | 31.5% | ||
| Q2 24 | 49.6% | 32.9% |
净利率AXUSAC
| Q1 26 | 31.8% | — | ||
| Q4 25 | 33.3% | 11.0% | ||
| Q3 25 | 34.7% | 13.8% | ||
| Q2 25 | 34.4% | 11.4% | ||
| Q1 25 | 34.1% | 8.4% | ||
| Q4 24 | 34.0% | 10.3% | ||
| Q3 24 | 35.0% | 8.1% | ||
| Q2 24 | 36.0% | 13.3% |
每股收益（稀释后）AXUSAC
| Q1 26 | $2.15 | — | ||
| Q4 25 | $2.22 | — | ||
| Q3 25 | $1.94 | — | ||
| Q2 25 | $1.89 | — | ||
| Q1 25 | $1.81 | — | ||
| Q4 24 | $1.80 | — | ||
| Q3 24 | $1.93 | — | ||
| Q2 24 | $1.75 | — |
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 | — | $8.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $3.1B | — |
| 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AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | $1.0B | $8.6M | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $1.9B | $2.0K | ||
| Q1 25 | $2.0B | $2.0K | ||
| Q4 24 | $2.4B | $14.0K | ||
| Q3 24 | $2.6B | $79.0K | ||
| Q2 24 | $2.0B | $9.0K |
总债务AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.5B | ||
| Q2 25 | $312.7M | $2.5B | ||
| Q1 25 | $377.4M | $2.5B | ||
| Q4 24 | $358.7M | $2.5B | ||
| Q3 24 | $313.5M | $2.5B | ||
| Q2 24 | $325.7M | $2.5B |
股东权益AXUSAC
| Q1 26 | $3.1B | — | ||
| Q4 25 | $2.9B | — | ||
| Q3 25 | $2.8B | — | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.3B | — |
总资产AXUSAC
| Q1 26 | $29.2B | — | ||
| Q4 25 | $28.2B | $2.6B | ||
| Q3 25 | $27.4B | $2.7B | ||
| Q2 25 | $24.8B | $2.7B | ||
| Q1 25 | $24.0B | $2.7B | ||
| Q4 24 | $23.7B | $2.7B | ||
| Q3 24 | $23.6B | $2.8B | ||
| Q2 24 | $22.9B | $2.8B |
负债/权益比AXUSAC
| 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 | — | $139.5M |
| 自由现金流经营现金流 - 资本支出 | — | $87.7M |
| 自由现金流率自由现金流/营收 | — | 34.8% |
| 资本支出强度资本支出/营收 | — | 20.5% |
| 现金转化率经营现金流/净利润 | — | 5.02× |
| 过去12个月自由现金流最近4个季度 | — | $277.0M |
8季度趋势，按日历期对齐
经营现金流AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | $104.1M | $139.5M | ||
| Q3 25 | $118.4M | $75.9M | ||
| Q2 25 | $490.3M | $124.2M | ||
| Q1 25 | $73.7M | $54.7M | ||
| Q4 24 | $162.5M | $130.2M | ||
| Q3 24 | $70.8M | $48.5M | ||
| Q2 24 | $305.5M | $96.7M |
自由现金流AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | $85.4M | $87.7M | ||
| Q3 25 | $109.3M | $51.9M | ||
| Q2 25 | $436.1M | $101.1M | ||
| Q1 25 | $65.1M | $36.3M | ||
| Q4 24 | $156.4M | $101.2M | ||
| Q3 24 | $53.0M | $19.8M | ||
| Q2 24 | $269.5M | $48.2M |
自由现金流率AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | 22.2% | 34.8% | ||
| Q3 25 | 33.8% | 20.7% | ||
| Q2 25 | 135.7% | 40.4% | ||
| Q1 25 | 21.1% | 14.8% | ||
| Q4 24 | 50.8% | 41.1% | ||
| Q3 24 | 16.5% | 8.2% | ||
| Q2 24 | 92.6% | 20.5% |
资本支出强度AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | 4.9% | 20.5% | ||
| Q3 25 | 2.8% | 9.6% | ||
| Q2 25 | 16.9% | 9.3% | ||
| Q1 25 | 2.8% | 7.5% | ||
| Q4 24 | 2.0% | 11.8% | ||
| Q3 24 | 5.5% | 12.0% | ||
| Q2 24 | 12.4% | 20.6% |
现金转化率AXUSAC
| Q1 26 | — | — | ||
| Q4 25 | 0.81× | 5.02× | ||
| Q3 25 | 1.05× | 2.20× | ||
| Q2 25 | 4.43× | 4.35× | ||
| Q1 25 | 0.70× | 2.66× | ||
| Q4 24 | 1.55× | 5.12× | ||
| Q3 24 | 0.63× | 2.51× | ||
| Q2 24 | 2.91× | 3.10× |
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% |
USAC
| Revenue From Contract Operations Excluding Revenue From Related Party | $231.7M | 92% |
| Entities Affiliated With Energy Transfer LP | $16.6M | 7% |
| Transferred At Point In Time | $5.4M | 2% |
