vs
AXIS CAPITAL HOLDINGS LTD（AXS）与CARLISLE COMPANIES INC（CSL）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CARLISLE COMPANIES INC的1.6倍（$1.6B vs $1.1B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 12.1%，领先3.4%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs -4.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs -14.8%）
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。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
AXS vs CSL — 直观对比
营收规模更大
AXS
是对方的1.6倍
$1.1B
营收增速更快
AXS
高出12.0%
-4.0%
净利率更高
AXS
高出3.4%
12.1%
两年增速更快
AXS
近两年复合增速
-14.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.1B |
| 净利润 | $254.8M | $127.7M |
| 毛利率 | — | 34.5% |
| 营业利润率 | 15.6% | 17.1% |
| 净利率 | 15.5% | 12.1% |
| 营收同比 | 8.0% | -4.0% |
| 净利润同比 | 31.3% | -10.9% |
| 每股收益（稀释后） | — | $3.10 |
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AXSCSL
| Q1 26 | $1.6B | $1.1B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.5B |
净利润AXSCSL
| Q1 26 | $254.8M | $127.7M | ||
| Q4 25 | $289.6M | $127.4M | ||
| Q3 25 | $301.9M | $214.2M | ||
| Q2 25 | $223.4M | $255.8M | ||
| Q1 25 | $194.1M | $143.3M | ||
| Q4 24 | $293.6M | $162.8M | ||
| Q3 24 | $180.7M | $244.3M | ||
| Q2 24 | $212.0M | $712.4M |
毛利率AXSCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | — | 33.8% | ||
| Q3 25 | — | 36.0% | ||
| Q2 25 | — | 37.3% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 36.1% | ||
| Q3 24 | — | 38.6% | ||
| Q2 24 | — | 39.2% |
营业利润率AXSCSL
| Q1 26 | 15.6% | 17.1% | ||
| Q4 25 | 19.0% | 16.8% | ||
| Q3 25 | 22.1% | 21.8% | ||
| Q2 25 | 17.2% | 23.1% | ||
| Q1 25 | 15.5% | 16.8% | ||
| Q4 24 | 18.6% | 19.9% | ||
| Q3 24 | 14.2% | 23.7% | ||
| Q2 24 | 17.4% | 26.0% |
净利率AXSCSL
| Q1 26 | 15.5% | 12.1% | ||
| Q4 25 | 16.7% | 11.3% | ||
| Q3 25 | 18.0% | 15.9% | ||
| Q2 25 | 13.7% | 17.6% | ||
| Q1 25 | 12.8% | 13.1% | ||
| Q4 24 | 20.0% | 14.5% | ||
| Q3 24 | 11.2% | 18.3% | ||
| Q2 24 | 14.6% | 49.1% |
每股收益（稀释后）AXSCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $3.63 | $3.06 | ||
| Q3 25 | $3.74 | $4.98 | ||
| Q2 25 | $2.72 | $5.88 | ||
| Q1 25 | $2.26 | $3.20 | ||
| Q4 24 | $3.38 | $3.76 | ||
| Q3 24 | $2.04 | $5.25 | ||
| Q2 24 | $2.40 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $1.7B |
| 总资产 | $35.6B | — |
| 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AXSCSL
| Q1 26 | $862.5M | $771.3M | ||
| Q4 25 | $820.3M | $1.1B | ||
| Q3 25 | $825.9M | $1.1B | ||
| Q2 25 | $852.1M | $68.4M | ||
| Q1 25 | $2.8B | $220.2M | ||
| Q4 24 | $2.1B | $753.5M | ||
| Q3 24 | $981.0M | $1.5B | ||
| Q2 24 | $1.1B | $1.7B |
总债务AXSCSL
| Q1 26 | — | — | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | $2.9B | ||
| Q2 25 | — | $1.9B | ||
| Q1 25 | — | $1.9B | ||
| Q4 24 | — | $1.9B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益AXSCSL
| Q1 26 | $6.4B | $1.7B | ||
| Q4 25 | $6.4B | $1.8B | ||
| Q3 25 | $6.4B | $2.0B | ||
| Q2 25 | $6.2B | $2.1B | ||
| Q1 25 | $5.9B | $2.2B | ||
| Q4 24 | $6.1B | $2.5B | ||
| Q3 24 | $6.1B | $2.8B | ||
| Q2 24 | $5.7B | $3.0B |
总资产AXSCSL
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $6.3B | ||
| Q3 25 | $34.3B | $6.5B | ||
| Q2 25 | $34.2B | $5.5B | ||
| Q1 25 | $33.2B | $5.5B | ||
| Q4 24 | $32.5B | $5.8B | ||
| Q3 24 | $32.7B | $6.5B | ||
| Q2 24 | $32.1B | $6.7B |
负债/权益比AXSCSL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.61× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | — | 0.89× | ||
| Q1 25 | — | 0.87× | ||
| Q4 24 | — | 0.77× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.76× |
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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $-73.0M |
| 自由现金流率自由现金流/营收 | — | -6.9% |
| 资本支出强度资本支出/营收 | — | 2.7% |
| 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 | — | $924.8M |
8季度趋势，按日历期对齐
经营现金流AXSCSL
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $386.0M | ||
| Q3 25 | $673.8M | $426.9M | ||
| Q2 25 | $-1.7B | $287.1M | ||
| Q1 25 | $309.1M | $1.8M | ||
| Q4 24 | $355.5M | $370.6M | ||
| Q3 24 | $587.0M | $312.8M | ||
| Q2 24 | $518.1M | $183.4M |
自由现金流AXSCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | — | $346.1M | ||
| Q3 25 | — | $393.4M | ||
| Q2 25 | — | $258.3M | ||
| Q1 25 | — | $-27.2M | ||
| Q4 24 | — | $334.0M | ||
| Q3 24 | — | $293.5M | ||
| Q2 24 | — | $158.5M |
自由现金流率AXSCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | — | 30.7% | ||
| Q3 25 | — | 29.2% | ||
| Q2 25 | — | 17.8% | ||
| Q1 25 | — | -2.5% | ||
| Q4 24 | — | 29.7% | ||
| Q3 24 | — | 22.0% | ||
| Q2 24 | — | 10.9% |
资本支出强度AXSCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | — | 3.5% | ||
| Q3 25 | — | 2.5% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 3.3% | ||
| Q3 24 | — | 1.4% | ||
| Q2 24 | — | 1.7% |
现金转化率AXSCSL
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 3.03× | ||
| Q3 25 | 2.23× | 1.99× | ||
| Q2 25 | -7.41× | 1.12× | ||
| Q1 25 | 1.59× | 0.01× | ||
| Q4 24 | 1.21× | 2.28× | ||
| Q3 24 | 3.25× | 1.28× | ||
| Q2 24 | 2.44× | 0.26× |
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
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
