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美国运通（AXP）与Stran & Company, Inc.（SWAG）财务数据对比。点击上方公司名可切换其他公司
Stran & Company, Inc.的季度营收约是美国运通的1.5倍（$28.9M vs $18.9M），美国运通净利率更高（15.7% vs 0.8%，领先14.9%），美国运通同比增速更快（11.4% vs 7.2%），过去两年Stran & Company, Inc.的营收复合增速更高（24.0% 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。
Stran & Company, Inc.是品牌促销产品、定制周边及一体化营销解决方案供应商，服务覆盖零售、医疗、科技、教育等领域企业客户，助力客户开展品牌宣传、用户运营及员工激励相关工作。
AXP vs SWAG — 直观对比
营收规模更大
SWAG
是对方的1.5倍
$18.9M
营收增速更快
AXP
高出4.2%
7.2%
净利率更高
AXP
高出14.9%
0.8%
两年增速更快
SWAG
近两年复合增速
-95.6%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $18.9M | $28.9M |
| 净利润 | $3.0M | $243.0K |
| 毛利率 | — | 30.4% |
| 营业利润率 | — | -0.1% |
| 净利率 | 15.7% | 0.8% |
| 营收同比 | 11.4% | 7.2% |
| 净利润同比 | 15.0% | 141.5% |
| 每股收益（稀释后） | — | $0.02 |
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AXPSWAG
| Q1 26 | $18.9M | — | ||
| Q4 25 | $10.9B | $28.9M | ||
| Q3 25 | $10.4B | $26.0M | ||
| Q2 25 | $10.3B | $32.6M | ||
| Q1 25 | $9.6B | $28.7M | ||
| Q4 24 | $10.0B | $27.0M | ||
| Q3 24 | $9.7B | $20.1M | ||
| Q2 24 | $9.8B | $16.7M |
净利润AXPSWAG
| Q1 26 | $3.0M | — | ||
| Q4 25 | $2.5B | $243.0K | ||
| Q3 25 | $2.9B | $-1.2M | ||
| Q2 25 | $2.9B | $643.0K | ||
| Q1 25 | $2.6B | $-393.0K | ||
| Q4 24 | $2.2B | $-586.0K | ||
| Q3 24 | $2.5B | $-2.0M | ||
| Q2 24 | $3.0B | $-1.0M |
毛利率AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | — | 30.4% | ||
| Q3 25 | — | 27.2% | ||
| Q2 25 | — | 30.3% | ||
| Q1 25 | — | 29.6% | ||
| Q4 24 | — | 32.5% | ||
| Q3 24 | — | 29.5% | ||
| Q2 24 | — | 32.8% |
营业利润率AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | 28.2% | -0.1% | ||
| Q3 25 | 36.7% | -6.9% | ||
| Q2 25 | 34.4% | 1.2% | ||
| Q1 25 | 34.6% | -1.9% | ||
| Q4 24 | 27.7% | -3.5% | ||
| Q3 24 | 33.0% | -10.8% | ||
| Q2 24 | 38.6% | -6.6% |
净利率AXPSWAG
| Q1 26 | 15.7% | — | ||
| Q4 25 | 22.5% | 0.8% | ||
| Q3 25 | 27.9% | -4.8% | ||
| Q2 25 | 28.0% | 2.0% | ||
| Q1 25 | 26.8% | -1.4% | ||
| Q4 24 | 21.8% | -2.2% | ||
| Q3 24 | 25.8% | -10.1% | ||
| Q2 24 | 30.7% | -6.1% |
每股收益（稀释后）AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | $3.52 | $0.02 | ||
| Q3 25 | $4.14 | $-0.07 | ||
| Q2 25 | $4.08 | $0.03 | ||
| Q1 25 | $3.64 | $-0.02 | ||
| Q4 24 | $3.04 | $-0.02 | ||
| Q3 24 | $3.49 | $-0.11 | ||
| Q2 24 | $4.15 | $-0.06 |
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 | — | $11.6M |
| 总债务越低越好 | $60.4M | — |
| 股东权益账面价值 | $34.0M | $30.5M |
| 总资产 | $308.9M | $49.3M |
| 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AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | $742.0M | $11.6M | ||
| Q3 25 | $1.3B | $11.8M | ||
| Q2 25 | $197.0M | $18.1M | ||
| Q1 25 | $261.0M | $12.2M | ||
| Q4 24 | $221.0M | $18.2M | ||
| Q3 24 | $120.0M | $6.9M | ||
| Q2 24 | $188.0M | $9.6M |
总债务AXPSWAG
| 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AXPSWAG
| Q1 26 | $34.0M | — | ||
| Q4 25 | $33.5B | $30.5M | ||
| Q3 25 | $32.4B | $30.2M | ||
| Q2 25 | $32.3B | $31.8M | ||
| Q1 25 | $31.2B | $31.3M | ||
| Q4 24 | $30.3B | $31.6M | ||
| Q3 24 | $29.7B | $32.3M | ||
| Q2 24 | $29.5B | $34.3M |
总资产AXPSWAG
| Q1 26 | $308.9M | — | ||
| Q4 25 | $300.1B | $49.3M | ||
| Q3 25 | $297.6B | $50.3M | ||
| Q2 25 | $295.6B | $61.2M | ||
| Q1 25 | $282.2B | $52.2M | ||
| Q4 24 | $271.5B | $55.1M | ||
| Q3 24 | $271.0B | $48.8M | ||
| Q2 24 | $272.2B | $46.6M |
负债/权益比AXPSWAG
| 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 | — | $161.0K |
| 自由现金流经营现金流 - 资本支出 | — | $38.0K |
| 自由现金流率自由现金流/营收 | — | 0.1% |
| 资本支出强度资本支出/营收 | — | 0.4% |
| 现金转化率经营现金流/净利润 | — | 0.66× |
| 过去12个月自由现金流最近4个季度 | — | $-5.5M |
8季度趋势，按日历期对齐
经营现金流AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | $3.1B | $161.0K | ||
| Q3 25 | $6.2B | $-5.4M | ||
| Q2 25 | $4.4B | $6.4M | ||
| Q1 25 | $4.8B | $-5.9M | ||
| Q4 24 | $5.8B | $1.3M | ||
| Q3 24 | $-1.8B | $-2.7M | ||
| Q2 24 | $4.5B | $2.1M |
自由现金流AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | $2.3B | $38.0K | ||
| Q3 25 | $5.6B | $-5.9M | ||
| Q2 25 | $3.7B | $6.3M | ||
| Q1 25 | $4.3B | $-6.0M | ||
| Q4 24 | $5.3B | $1.2M | ||
| Q3 24 | $-2.3B | $-2.9M | ||
| Q2 24 | $4.0B | $1.9M |
自由现金流率AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | 21.4% | 0.1% | ||
| Q3 25 | 53.6% | -22.6% | ||
| Q2 25 | 36.3% | 19.5% | ||
| Q1 25 | 45.0% | -21.0% | ||
| Q4 24 | 53.1% | 4.6% | ||
| Q3 24 | -23.3% | -14.3% | ||
| Q2 24 | 40.4% | 11.6% |
资本支出强度AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | 6.6% | 0.4% | ||
| Q3 25 | 6.3% | 1.9% | ||
| Q2 25 | 6.0% | 0.2% | ||
| Q1 25 | 4.5% | 0.4% | ||
| Q4 24 | 5.0% | 0.3% | ||
| Q3 24 | 4.7% | 0.7% | ||
| Q2 24 | 5.8% | 1.1% |
现金转化率AXPSWAG
| Q1 26 | — | — | ||
| Q4 25 | 1.25× | 0.66× | ||
| Q3 25 | 2.15× | — | ||
| Q2 25 | 1.51× | 9.99× | ||
| 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% |
SWAG
| Promotional Products Dropshipping | $11.2M | 39% |
| Casino Continuity Program | $6.9M | 24% |
| Promotional Products Company Owned Inventory | $4.6M | 16% |
| Promotional Products Bulk Dropshipping | $3.8M | 13% |
| Promotional Products Thirdparty Distributor | $1.8M | 6% |
| Other | $610.0K | 2% |
