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Axos Financial, Inc.（AX）与WillScot Holdings Corp（WSC）财务数据对比。点击上方公司名可切换其他公司
WillScot Holdings Corp的季度营收约是Axos Financial, Inc.的1.5倍（$566.0M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs -33.1%，领先66.4%），Axos Financial, Inc.同比增速更快（25.1% vs -6.1%），WillScot Holdings Corp自由现金流更多（$149.7M vs $85.4M），过去两年Axos Financial, Inc.的营收复合增速更高（14.3% vs -1.8%）
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。
WillScot Holdings Corp是北美领先的模块化空间及便携式存储服务供应商，服务覆盖建筑、商业开发、教育、医疗、政府项目、特殊活动等多个领域，为客户提供灵活可扩展的临时及半永久空间解决方案。
AX vs WSC — 直观对比
营收规模更大
WSC
是对方的1.5倍
$385.1M
营收增速更快
AX
高出31.1%
-6.1%
净利率更高
AX
高出66.4%
-33.1%
自由现金流更多
WSC
多$64.3M
$85.4M
两年增速更快
AX
近两年复合增速
-1.8%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $385.1M | $566.0M |
| 净利润 | $128.4M | $-187.3M |
| 毛利率 | — | 50.4% |
| 营业利润率 | 45.6% | -32.5% |
| 净利率 | 33.3% | -33.1% |
| 营收同比 | 25.1% | -6.1% |
| 净利润同比 | 22.6% | -310.0% |
| 每股收益（稀释后） | $2.22 | $-1.02 |
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AXWSC
| Q4 25 | $385.1M | $566.0M | ||
| Q3 25 | $323.4M | $566.8M | ||
| Q2 25 | $321.4M | $589.1M | ||
| Q1 25 | $308.8M | $559.6M | ||
| Q4 24 | $307.9M | $602.5M | ||
| Q3 24 | $320.7M | $601.4M | ||
| Q2 24 | $290.9M | $604.6M | ||
| Q1 24 | $294.8M | $587.2M |
净利润AXWSC
| Q4 25 | $128.4M | $-187.3M | ||
| Q3 25 | $112.4M | $43.3M | ||
| Q2 25 | $110.7M | $47.9M | ||
| Q1 25 | $105.2M | $43.1M | ||
| Q4 24 | $104.7M | $89.2M | ||
| Q3 24 | $112.3M | $-70.5M | ||
| Q2 24 | $104.9M | $-46.9M | ||
| Q1 24 | $110.7M | $56.2M |
毛利率AXWSC
| Q4 25 | — | 50.4% | ||
| Q3 25 | — | 49.7% | ||
| Q2 25 | — | 50.3% | ||
| Q1 25 | — | 53.7% | ||
| Q4 24 | — | 55.8% | ||
| Q3 24 | — | 53.5% | ||
| Q2 24 | — | 54.1% | ||
| Q1 24 | — | 54.0% |
营业利润率AXWSC
| Q4 25 | 45.6% | -32.5% | ||
| Q3 25 | 46.3% | 21.0% | ||
| Q2 25 | 48.5% | 21.5% | ||
| Q1 25 | 47.9% | 21.3% | ||
| Q4 24 | 48.8% | 28.9% | ||
| Q3 24 | 49.6% | -5.9% | ||
| Q2 24 | 49.6% | -0.9% | ||
| Q1 24 | 52.8% | 22.1% |
净利率AXWSC
| Q4 25 | 33.3% | -33.1% | ||
| Q3 25 | 34.7% | 7.6% | ||
| Q2 25 | 34.4% | 8.1% | ||
| Q1 25 | 34.1% | 7.7% | ||
| Q4 24 | 34.0% | 14.8% | ||
| Q3 24 | 35.0% | -11.7% | ||
| Q2 24 | 36.0% | -7.7% | ||
| Q1 24 | 37.6% | 9.6% |
每股收益（稀释后）AXWSC
| Q4 25 | $2.22 | $-1.02 | ||
| Q3 25 | $1.94 | $0.24 | ||
| Q2 25 | $1.89 | $0.26 | ||
| Q1 25 | $1.81 | $0.23 | ||
| Q4 24 | $1.80 | $0.48 | ||
| Q3 24 | $1.93 | $-0.37 | ||
| Q2 24 | $1.75 | $-0.25 | ||
| Q1 24 | $1.91 | $0.29 |
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 | $14.6M |
| 总债务越低越好 | — | $3.6B |
| 股东权益账面价值 | $2.9B | $856.3M |
| 总资产 | $28.2B | $5.8B |
| 负债/权益比越低杠杆越低 | — | 4.15× |
8季度趋势，按日历期对齐
现金及短期投资AXWSC
| Q4 25 | $1.0B | $14.6M | ||
| Q3 25 | $2.6B | $14.8M | ||
| Q2 25 | $1.9B | $12.8M | ||
| Q1 25 | $2.0B | $10.7M | ||
| Q4 24 | $2.4B | $9.0M | ||
| Q3 24 | $2.6B | $11.0M | ||
| Q2 24 | $2.0B | $5.9M | ||
| Q1 24 | $2.1B | $13.1M |
总债务AXWSC
| Q4 25 | — | $3.6B | ||
| Q3 25 | — | $3.6B | ||
| Q2 25 | $312.7M | $3.7B | ||
| Q1 25 | $377.4M | $3.6B | ||
| Q4 24 | $358.7M | $3.7B | ||
| Q3 24 | $313.5M | $3.6B | ||
| Q2 24 | $325.7M | $3.5B | ||
| Q1 24 | $330.4M | $3.5B |
股东权益AXWSC
| Q4 25 | $2.9B | $856.3M | ||
| Q3 25 | $2.8B | $1.1B | ||
| Q2 25 | $2.7B | $1.0B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.5B | $1.0B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.2B | ||
| Q1 24 | $2.2B | $1.3B |
总资产AXWSC
| Q4 25 | $28.2B | $5.8B | ||
| Q3 25 | $27.4B | $6.1B | ||
| Q2 25 | $24.8B | $6.1B | ||
| Q1 25 | $24.0B | $6.0B | ||
| Q4 24 | $23.7B | $6.0B | ||
| Q3 24 | $23.6B | $6.0B | ||
| Q2 24 | $22.9B | $6.0B | ||
| Q1 24 | $22.6B | $6.2B |
负债/权益比AXWSC
| Q4 25 | — | 4.15× | ||
| Q3 25 | — | 3.39× | ||
| Q2 25 | 0.12× | 3.55× | ||
| Q1 25 | 0.14× | 3.56× | ||
| Q4 24 | 0.14× | 3.62× | ||
| Q3 24 | 0.13× | 3.42× | ||
| Q2 24 | 0.14× | 2.88× | ||
| Q1 24 | 0.15× | 2.63× |
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 | $158.9M |
| 自由现金流经营现金流 - 资本支出 | $85.4M | $149.7M |
| 自由现金流率自由现金流/营收 | 22.2% | 26.5% |
| 资本支出强度资本支出/营收 | 4.9% | 1.6% |
| 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 | $737.7M |
8季度趋势，按日历期对齐
经营现金流AXWSC
| Q4 25 | $104.1M | $158.9M | ||
| Q3 25 | $118.4M | $191.2M | ||
| Q2 25 | $490.3M | $205.3M | ||
| Q1 25 | $73.7M | $206.6M | ||
| Q4 24 | $162.5M | $178.9M | ||
| Q3 24 | $70.8M | $-1.6M | ||
| Q2 24 | $305.5M | $175.6M | ||
| Q1 24 | $115.8M | $208.7M |
自由现金流AXWSC
| Q4 25 | $85.4M | $149.7M | ||
| Q3 25 | $109.3M | $186.9M | ||
| Q2 25 | $436.1M | $199.0M | ||
| Q1 25 | $65.1M | $202.0M | ||
| Q4 24 | $156.4M | $176.6M | ||
| Q3 24 | $53.0M | $-4.9M | ||
| Q2 24 | $269.5M | $169.4M | ||
| Q1 24 | $107.3M | $202.1M |
自由现金流率AXWSC
| Q4 25 | 22.2% | 26.5% | ||
| Q3 25 | 33.8% | 33.0% | ||
| Q2 25 | 135.7% | 33.8% | ||
| Q1 25 | 21.1% | 36.1% | ||
| Q4 24 | 50.8% | 29.3% | ||
| Q3 24 | 16.5% | -0.8% | ||
| Q2 24 | 92.6% | 28.0% | ||
| Q1 24 | 36.4% | 34.4% |
资本支出强度AXWSC
| Q4 25 | 4.9% | 1.6% | ||
| Q3 25 | 2.8% | 0.7% | ||
| Q2 25 | 16.9% | 1.1% | ||
| Q1 25 | 2.8% | 0.8% | ||
| Q4 24 | 2.0% | 0.4% | ||
| Q3 24 | 5.5% | 0.6% | ||
| Q2 24 | 12.4% | 1.0% | ||
| Q1 24 | 2.9% | 1.1% |
现金转化率AXWSC
| Q4 25 | 0.81× | — | ||
| Q3 25 | 1.05× | 4.41× | ||
| Q2 25 | 4.43× | 4.28× | ||
| Q1 25 | 0.70× | 4.80× | ||
| Q4 24 | 1.55× | 2.01× | ||
| Q3 24 | 0.63× | — | ||
| Q2 24 | 2.91× | — | ||
| Q1 24 | 1.05× | 3.71× |
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
WSC
| Modular Space Leasing | $249.8M | 44% |
| Value Added Product And Services | $101.0M | 18% |
| Portable Storage Leasing | $83.0M | 15% |
| Delivery Revenue | $48.2M | 9% |
| Installation Revenue | $45.0M | 8% |
| Rental Units | $19.7M | 3% |
| New Units | $15.5M | 3% |
| Value Added Services | $10.3M | 2% |
| Other Leasing Related Products And Services | $3.8M | 1% |
