vs
美国运通（AXP）与Rumble Inc.（RUM）财务数据对比。点击上方公司名可切换其他公司
Rumble Inc.的季度营收约是美国运通的1.4倍（$27.1M vs $18.9M），美国运通净利率更高（15.7% vs -120.8%，领先136.5%），美国运通同比增速更快（11.4% vs -10.5%），过去两年Rumble Inc.的营收复合增速更高（15.2% vs -95.6%）
美国运通是全球知名的支付服务提供商，主营签账卡、信用卡产品及旅行相关服务，下设全球消费者服务、全球商业服务、全球商户与网络服务三大业务板块，还提供支付融资、网络服务、应付账款费用管理、旅行生活服务等多元解决方案。
Rumble Inc.是一家加美跨国企业，主营在线视频平台、网络托管及云服务，总部位于加拿大多伦多，美国总部设在佛罗里达州朗博特基。公司由加拿大科技创业者克里斯·帕夫洛夫斯基于2013年创立，云服务板块为Truth Social提供托管支持，其视频平台在美国保守派及极右翼用户群体中广受欢迎，属于“另类科技”阵营。
AXP vs RUM — 直观对比
营收规模更大
RUM
是对方的1.4倍
$18.9M
营收增速更快
AXP
高出21.9%
-10.5%
净利率更高
AXP
高出136.5%
-120.8%
两年增速更快
RUM
近两年复合增速
-95.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $27.1M |
| 净利润 | $3.0M | $-32.7M |
| 毛利率 | — | 5.5% |
| 营业利润率 | — | -131.1% |
| 净利率 | 15.7% | -120.8% |
| 营收同比 | 11.4% | -10.5% |
| 净利润同比 | 15.0% | 86.2% |
| 每股收益（稀释后） | — | $-0.13 |
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AXPRUM
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $27.1M | ||
| Q3 25 | $10.4B | $24.8M | ||
| Q2 25 | $10.3B | — | ||
| Q1 25 | $9.6B | $23.7M | ||
| Q4 24 | $10.0B | $30.2M | ||
| Q3 24 | $9.7B | $25.1M | ||
| Q2 24 | $9.8B | $22.5M |
净利润AXPRUM
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | $-32.7M | ||
| Q3 25 | $2.9B | $-16.3M | ||
| Q2 25 | $2.9B | — | ||
| Q1 25 | $2.6B | $-2.7M | ||
| Q4 24 | $2.2B | $-236.8M | ||
| Q3 24 | $2.5B | $-31.5M | ||
| Q2 24 | $3.0B | $-26.8M |
毛利率AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | — | -1.8% | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -26.7% | ||
| Q4 24 | — | -14.2% | ||
| Q3 24 | — | -45.4% | ||
| Q2 24 | — | -58.8% |
营业利润率AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | -131.1% | ||
| Q3 25 | 36.7% | -113.6% | ||
| Q2 25 | 34.4% | — | ||
| Q1 25 | 34.6% | -153.5% | ||
| Q4 24 | 27.7% | -80.1% | ||
| Q3 24 | 33.0% | -131.0% | ||
| Q2 24 | 38.6% | -172.7% |
净利率AXPRUM
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | -120.8% | ||
| Q3 25 | 27.9% | -65.7% | ||
| Q2 25 | 28.0% | — | ||
| Q1 25 | 26.8% | -11.2% | ||
| Q4 24 | 21.8% | -783.2% | ||
| Q3 24 | 25.8% | -125.9% | ||
| Q2 24 | 30.7% | -119.2% |
每股收益（稀释后）AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | $-0.13 | ||
| Q3 25 | $4.14 | $-0.06 | ||
| Q2 25 | $4.08 | — | ||
| Q1 25 | $3.64 | $-0.01 | ||
| Q4 24 | $3.04 | $-1.17 | ||
| Q3 24 | $3.49 | $-0.15 | ||
| Q2 24 | $4.15 | $-0.13 |
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 | — | $237.9M |
| 总债务越低越好 | $60.4M | — |
| 股东权益账面价值 | $34.0M | $274.8M |
| 总资产 | $308.9M | $336.8M |
| 负债/权益比越低杠杆越低 | 1.78× | — |
8季度趋势，按日历期对齐
现金及短期投资AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $237.9M | ||
| Q3 25 | $1.3B | $269.8M | ||
| Q2 25 | $197.0M | — | ||
| Q1 25 | $261.0M | $301.3M | ||
| Q4 24 | $221.0M | $114.0M | ||
| Q3 24 | $120.0M | $132.0M | ||
| Q2 24 | $188.0M | $154.2M |
总债务AXPRUM
| Q1 26 | $60.4M | — | ||
| Q4 25 | $56.4B | — | ||
| Q3 25 | $57.8B | — | ||
| Q2 25 | $58.2B | — | ||
| Q1 25 | $51.2B | — | ||
| Q4 24 | $49.7B | — | ||
| Q3 24 | $53.5B | — | ||
| Q2 24 | $51.5B | — |
股东权益AXPRUM
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $274.8M | ||
| Q3 25 | $32.4B | $302.2M | ||
| Q2 25 | $32.3B | — | ||
| Q1 25 | $31.2B | $339.6M | ||
| Q4 24 | $30.3B | $-63.1M | ||
| Q3 24 | $29.7B | $166.1M | ||
| Q2 24 | $29.5B | $192.7M |
总资产AXPRUM
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $336.8M | ||
| Q3 25 | $297.6B | $367.2M | ||
| Q2 25 | $295.6B | — | ||
| Q1 25 | $282.2B | $391.1M | ||
| Q4 24 | $271.5B | $195.3M | ||
| Q3 24 | $271.0B | $217.2M | ||
| Q2 24 | $272.2B | $243.2M |
负债/权益比AXPRUM
| Q1 26 | 1.78× | — | ||
| Q4 25 | 1.68× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 1.80× | — | ||
| Q1 25 | 1.64× | — | ||
| Q4 24 | 1.64× | — | ||
| Q3 24 | 1.80× | — | ||
| Q2 24 | 1.74× | — |
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 | — | $-29.4M |
| 自由现金流经营现金流 - 资本支出 | — | $-31.7M |
| 自由现金流率自由现金流/营收 | — | -117.2% |
| 资本支出强度资本支出/营收 | — | 8.5% |
| 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 | — | $-70.8M |
8季度趋势，按日历期对齐
经营现金流AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $-29.4M | ||
| Q3 25 | $6.2B | $-10.6M | ||
| Q2 25 | $4.4B | — | ||
| Q1 25 | $4.8B | $-14.5M | ||
| Q4 24 | $5.8B | $-12.4M | ||
| Q3 24 | $-1.8B | $-19.1M | ||
| Q2 24 | $4.5B | $-21.7M |
自由现金流AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $-31.7M | ||
| Q3 25 | $5.6B | $-12.0M | ||
| Q2 25 | $3.7B | — | ||
| Q1 25 | $4.3B | $-14.6M | ||
| Q4 24 | $5.3B | $-12.4M | ||
| Q3 24 | $-2.3B | $-19.9M | ||
| Q2 24 | $4.0B | $-23.1M |
自由现金流率AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | -117.2% | ||
| Q3 25 | 53.6% | -48.6% | ||
| Q2 25 | 36.3% | — | ||
| Q1 25 | 45.0% | -61.7% | ||
| Q4 24 | 53.1% | -40.9% | ||
| Q3 24 | -23.3% | -79.5% | ||
| Q2 24 | 40.4% | -102.8% |
资本支出强度AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 8.5% | ||
| Q3 25 | 6.3% | 5.7% | ||
| Q2 25 | 6.0% | — | ||
| Q1 25 | 4.5% | 0.6% | ||
| Q4 24 | 5.0% | 0.1% | ||
| Q3 24 | 4.7% | 3.4% | ||
| Q2 24 | 5.8% | 6.1% |
现金转化率AXPRUM
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | — | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | — | ||
| Q1 25 | 1.84× | — | ||
| Q4 24 | 2.66× | — | ||
| Q3 24 | -0.72× | — | ||
| Q2 24 | 1.50× | — |
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
AXP
| Discount revenue | $9.5M | 50% |
| Other | $8.9M | 47% |
| Deposits with banks and other | $512.0K | 3% |
RUM
| Audience Monetization | $23.8M | 88% |
| Other Initiatives | $3.3M | 12% |
