vs
AXIS CAPITAL HOLDINGS LTD（AXS）与Maplebear Inc.（CART）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是Maplebear Inc.的1.7倍（$1.6B vs $992.0M），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 8.2%，领先7.3%），Maplebear Inc.同比增速更快（12.3% vs 8.0%），过去两年Maplebear Inc.的营收复合增速更高（10.0% vs 6.4%）
AXIS资本控股有限公司是AXIS集团的控股主体，通过百慕大、美国、加拿大、欧洲及新加坡的子公司与分支机构网络，提供各类风险转移产品及服务。保险业务覆盖财产、职业责任、恐怖主义、航运、能源、环境等领域，再保险业务包含财产、职业责任、信用债券等品类。
Maplebear Inc. 以Instacart为品牌开展业务，是总部位于美国旧金山的零售媒体及配送企业，在美国和加拿大运营生鲜杂货配送与自提服务。用户可通过官网及移动应用从合作商户订购食品杂货，在法律允许的地区还可选购酒类商品，所有订单由专属采购专员负责拣选、打包并配送上门。
AXS vs CART — 直观对比
营收规模更大
AXS
是对方的1.7倍
$992.0M
营收增速更快
CART
高出4.4%
8.0%
净利率更高
AXS
高出7.3%
8.2%
两年增速更快
CART
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $992.0M |
| 净利润 | $254.8M | $81.0M |
| 毛利率 | — | 72.3% |
| 营业利润率 | 15.6% | 9.9% |
| 净利率 | 15.5% | 8.2% |
| 营收同比 | 8.0% | 12.3% |
| 净利润同比 | 31.3% | -45.3% |
| 每股收益（稀释后） | — | $0.31 |
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AXSCART
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $992.0M | ||
| Q3 25 | $1.7B | $939.0M | ||
| Q2 25 | $1.6B | $914.0M | ||
| Q1 25 | $1.5B | $897.0M | ||
| Q4 24 | $1.5B | $883.0M | ||
| Q3 24 | $1.6B | $852.0M | ||
| Q2 24 | $1.5B | $823.0M |
净利润AXSCART
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $81.0M | ||
| Q3 25 | $301.9M | $144.0M | ||
| Q2 25 | $223.4M | $116.0M | ||
| Q1 25 | $194.1M | $106.0M | ||
| Q4 24 | $293.6M | $148.0M | ||
| Q3 24 | $180.7M | $118.0M | ||
| Q2 24 | $212.0M | $61.0M |
毛利率AXSCART
| Q1 26 | — | — | ||
| Q4 25 | — | 72.3% | ||
| Q3 25 | — | 73.7% | ||
| Q2 25 | — | 74.2% | ||
| Q1 25 | — | 74.8% | ||
| Q4 24 | — | 75.2% | ||
| Q3 24 | — | 75.2% | ||
| Q2 24 | — | 75.7% |
营业利润率AXSCART
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 9.9% | ||
| Q3 25 | 22.1% | 17.7% | ||
| Q2 25 | 17.2% | 13.6% | ||
| Q1 25 | 15.5% | 12.3% | ||
| Q4 24 | 18.6% | 17.6% | ||
| Q3 24 | 14.2% | 16.2% | ||
| Q2 24 | 17.4% | 6.3% |
净利率AXSCART
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 8.2% | ||
| Q3 25 | 18.0% | 15.3% | ||
| Q2 25 | 13.7% | 12.7% | ||
| Q1 25 | 12.8% | 11.8% | ||
| Q4 24 | 20.0% | 16.8% | ||
| Q3 24 | 11.2% | 13.8% | ||
| Q2 24 | 14.6% | 7.4% |
每股收益（稀释后）AXSCART
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $0.31 | ||
| Q3 25 | $3.74 | $0.51 | ||
| Q2 25 | $2.72 | $0.41 | ||
| Q1 25 | $2.26 | $0.37 | ||
| Q4 24 | $3.38 | $0.53 | ||
| Q3 24 | $2.04 | $0.42 | ||
| Q2 24 | $2.40 | $0.20 |
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 | $862.5M | $687.0M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.5B |
| 总资产 | $35.6B | $3.7B |
| 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AXSCART
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $687.0M | ||
| Q3 25 | $825.9M | $1.7B | ||
| Q2 25 | $852.1M | $1.6B | ||
| Q1 25 | $2.8B | $1.6B | ||
| Q4 24 | $2.1B | $1.4B | ||
| Q3 24 | $981.0M | $1.3B | ||
| Q2 24 | $1.1B | $1.4B |
股东权益AXSCART
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $2.5B | ||
| Q3 25 | $6.4B | $3.5B | ||
| Q2 25 | $6.2B | $3.3B | ||
| Q1 25 | $5.9B | $3.2B | ||
| Q4 24 | $6.1B | $3.1B | ||
| Q3 24 | $6.1B | $2.9B | ||
| Q2 24 | $5.7B | $3.0B |
总资产AXSCART
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $3.7B | ||
| Q3 25 | $34.3B | $4.5B | ||
| Q2 25 | $34.2B | $4.4B | ||
| Q1 25 | $33.2B | $4.3B | ||
| Q4 24 | $32.5B | $4.1B | ||
| Q3 24 | $32.7B | $3.9B | ||
| Q2 24 | $32.1B | $4.0B |
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 | — | $183.0M |
| 自由现金流经营现金流 - 资本支出 | — | $171.0M |
| 自由现金流率自由现金流/营收 | — | 17.2% |
| 资本支出强度资本支出/营收 | — | 1.2% |
| 现金转化率经营现金流/净利润 | — | 2.26× |
| 过去12个月自由现金流最近4个季度 | — | $910.0M |
8季度趋势，按日历期对齐
经营现金流AXSCART
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $183.0M | ||
| Q3 25 | $673.8M | $287.0M | ||
| Q2 25 | $-1.7B | $203.0M | ||
| Q1 25 | $309.1M | $298.0M | ||
| Q4 24 | $355.5M | $153.0M | ||
| Q3 24 | $587.0M | $185.0M | ||
| Q2 24 | $518.1M | $244.0M |
自由现金流AXSCART
| Q1 26 | — | — | ||
| Q4 25 | — | $171.0M | ||
| Q3 25 | — | $272.0M | ||
| Q2 25 | — | $187.0M | ||
| Q1 25 | — | $280.0M | ||
| Q4 24 | — | $141.0M | ||
| Q3 24 | — | $171.0M | ||
| Q2 24 | — | $220.0M |
自由现金流率AXSCART
| Q1 26 | — | — | ||
| Q4 25 | — | 17.2% | ||
| Q3 25 | — | 29.0% | ||
| Q2 25 | — | 20.5% | ||
| Q1 25 | — | 31.2% | ||
| Q4 24 | — | 16.0% | ||
| Q3 24 | — | 20.1% | ||
| Q2 24 | — | 26.7% |
资本支出强度AXSCART
| Q1 26 | — | — | ||
| Q4 25 | — | 1.2% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.8% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.6% | ||
| Q2 24 | — | 2.9% |
现金转化率AXSCART
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.26× | ||
| Q3 25 | 2.23× | 1.99× | ||
| Q2 25 | -7.41× | 1.75× | ||
| Q1 25 | 1.59× | 2.81× | ||
| Q4 24 | 1.21× | 1.03× | ||
| Q3 24 | 3.25× | 1.57× | ||
| Q2 24 | 2.44× | 4.00× |
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
AXS
暂无分部数据
CART
| Transaction | $698.0M | 70% |
| Advertising And Other | $294.0M | 30% |
