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AXIS CAPITAL HOLDINGS LTD（AXS）与DXC Technology Co（DXC）财务数据对比。点击上方公司名可切换其他公司
DXC Technology Co的季度营收约是AXIS CAPITAL HOLDINGS LTD的1.8倍（$3.2B vs $1.7B），AXIS CAPITAL HOLDINGS LTD净利率更高（16.7% vs 3.4%，领先13.3%），AXIS CAPITAL HOLDINGS LTD同比增速更快（17.8% vs -1.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（10.3% vs -2.9%）
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。
DXC Technology是总部位于美国弗吉尼亚州阿什本的跨国信息技术服务与咨询企业，为全球客户提供专业的IT解决方案及相关咨询服务，助力企业实现数字化转型、提升运营效率。
AXS vs DXC — 直观对比
营收规模更大
DXC
是对方的1.8倍
$1.7B
营收增速更快
AXS
高出18.8%
-1.0%
净利率更高
AXS
高出13.3%
3.4%
两年增速更快
AXS
近两年复合增速
-2.9%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.2B |
| 净利润 | $289.6M | $107.0M |
| 毛利率 | — | — |
| 营业利润率 | 19.0% | 8.2% |
| 净利率 | 16.7% | 3.4% |
| 营收同比 | 17.8% | -1.0% |
| 净利润同比 | -1.4% | 87.7% |
| 每股收益（稀释后） | $3.63 | $0.61 |
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AXSDXC
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.7B | $3.2B | ||
| Q2 25 | $1.6B | $3.2B | ||
| Q1 25 | $1.5B | $3.2B | ||
| Q4 24 | $1.5B | $3.2B | ||
| Q3 24 | $1.6B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B | ||
| Q1 24 | $1.4B | $3.4B |
净利润AXSDXC
| Q4 25 | $289.6M | $107.0M | ||
| Q3 25 | $301.9M | $36.0M | ||
| Q2 25 | $223.4M | $16.0M | ||
| Q1 25 | $194.1M | $264.0M | ||
| Q4 24 | $293.6M | $57.0M | ||
| Q3 24 | $180.7M | $42.0M | ||
| Q2 24 | $212.0M | $26.0M | ||
| Q1 24 | $395.5M | $-200.0M |
营业利润率AXSDXC
| Q4 25 | 19.0% | 8.2% | ||
| Q3 25 | 22.1% | 8.0% | ||
| Q2 25 | 17.2% | 6.8% | ||
| Q1 25 | 15.5% | 7.3% | ||
| Q4 24 | 18.6% | 8.9% | ||
| Q3 24 | 14.2% | 8.6% | ||
| Q2 24 | 17.4% | 6.9% | ||
| Q1 24 | 19.0% | 8.2% |
净利率AXSDXC
| Q4 25 | 16.7% | 3.4% | ||
| Q3 25 | 18.0% | 1.1% | ||
| Q2 25 | 13.7% | 0.5% | ||
| Q1 25 | 12.8% | 8.3% | ||
| Q4 24 | 20.0% | 1.8% | ||
| Q3 24 | 11.2% | 1.3% | ||
| Q2 24 | 14.6% | 0.8% | ||
| Q1 24 | 27.8% | -5.9% |
每股收益（稀释后）AXSDXC
| Q4 25 | $3.63 | $0.61 | ||
| Q3 25 | $3.74 | $0.20 | ||
| Q2 25 | $2.72 | $0.09 | ||
| Q1 25 | $2.26 | $1.42 | ||
| Q4 24 | $3.38 | $0.31 | ||
| Q3 24 | $2.04 | $0.23 | ||
| Q2 24 | $2.40 | $0.14 | ||
| Q1 24 | $4.53 | $-1.01 |
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 | $820.3M | $1.7B |
| 总债务越低越好 | — | $3.1B |
| 股东权益账面价值 | $6.4B | $3.1B |
| 总资产 | $34.5B | $13.2B |
| 负债/权益比越低杠杆越低 | — | 0.98× |
8季度趋势，按日历期对齐
现金及短期投资AXSDXC
| Q4 25 | $820.3M | $1.7B | ||
| Q3 25 | $825.9M | $1.9B | ||
| Q2 25 | $852.1M | $1.8B | ||
| Q1 25 | $2.8B | $1.8B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $981.0M | $1.2B | ||
| Q2 24 | $1.1B | $1.3B | ||
| Q1 24 | $1.1B | $1.2B |
总债务AXSDXC
| Q4 25 | — | $3.1B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | — | $3.1B | ||
| Q1 25 | — | $3.0B | ||
| Q4 24 | — | $3.6B | ||
| Q3 24 | — | $3.8B | ||
| Q2 24 | — | $3.8B | ||
| Q1 24 | — | $3.8B |
股东权益AXSDXC
| Q4 25 | $6.4B | $3.1B | ||
| Q3 25 | $6.4B | $3.1B | ||
| Q2 25 | $6.2B | $3.2B | ||
| Q1 25 | $5.9B | $3.2B | ||
| Q4 24 | $6.1B | $3.0B | ||
| Q3 24 | $6.1B | $3.0B | ||
| Q2 24 | $5.7B | $2.9B | ||
| Q1 24 | $5.5B | $2.8B |
总资产AXSDXC
| Q4 25 | $34.5B | $13.2B | ||
| Q3 25 | $34.3B | $13.6B | ||
| Q2 25 | $34.2B | $13.4B | ||
| Q1 25 | $33.2B | $13.2B | ||
| Q4 24 | $32.5B | $13.0B | ||
| Q3 24 | $32.7B | $13.5B | ||
| Q2 24 | $32.1B | $13.4B | ||
| Q1 24 | $31.8B | $13.9B |
负债/权益比AXSDXC
| Q4 25 | — | 0.98× | ||
| Q3 25 | — | 0.77× | ||
| Q2 25 | — | 0.98× | ||
| Q1 25 | — | 0.93× | ||
| Q4 24 | — | 1.22× | ||
| Q3 24 | — | 1.28× | ||
| Q2 24 | — | 1.32× | ||
| Q1 24 | — | 1.36× |
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 | $630.4M | $414.0M |
| 自由现金流经营现金流 - 资本支出 | — | $359.0M |
| 自由现金流率自由现金流/营收 | — | 11.2% |
| 资本支出强度资本支出/营收 | — | 1.7% |
| 现金转化率经营现金流/净利润 | 2.18× | 3.87× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流AXSDXC
| Q4 25 | $630.4M | $414.0M | ||
| Q3 25 | $673.8M | $409.0M | ||
| Q2 25 | $-1.7B | $186.0M | ||
| Q1 25 | $309.1M | $315.0M | ||
| Q4 24 | $355.5M | $650.0M | ||
| Q3 24 | $587.0M | $195.0M | ||
| Q2 24 | $518.1M | $238.0M | ||
| Q1 24 | $384.1M | $280.0M |
自由现金流AXSDXC
| Q4 25 | — | $359.0M | ||
| Q3 25 | — | $365.0M | ||
| Q2 25 | — | $143.0M | ||
| Q1 25 | — | $238.0M | ||
| Q4 24 | — | $568.0M | ||
| Q3 24 | — | $154.0M | ||
| Q2 24 | — | $190.0M | ||
| Q1 24 | — | $242.0M |
自由现金流率AXSDXC
| Q4 25 | — | 11.2% | ||
| Q3 25 | — | 11.5% | ||
| Q2 25 | — | 4.5% | ||
| Q1 25 | — | 7.5% | ||
| Q4 24 | — | 17.6% | ||
| Q3 24 | — | 4.8% | ||
| Q2 24 | — | 5.9% | ||
| Q1 24 | — | 7.1% |
资本支出强度AXSDXC
| Q4 25 | — | 1.7% | ||
| Q3 25 | — | 1.4% | ||
| Q2 25 | — | 1.4% | ||
| Q1 25 | — | 2.4% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | — | 1.3% | ||
| Q2 24 | — | 1.5% | ||
| Q1 24 | — | 1.1% |
现金转化率AXSDXC
| Q4 25 | 2.18× | 3.87× | ||
| Q3 25 | 2.23× | 11.36× | ||
| Q2 25 | -7.41× | 11.63× | ||
| Q1 25 | 1.59× | 1.19× | ||
| Q4 24 | 1.21× | 11.40× | ||
| Q3 24 | 3.25× | 4.64× | ||
| Q2 24 | 2.44× | 9.15× | ||
| Q1 24 | 0.97× | — |
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
| Reinsurance | $1.4B | 82% |
| Other | $311.3M | 18% |
DXC
| GIS Segment | $1.6B | 50% |
| CES Segment | $1.3B | 40% |
| Insurance Segment | $321.0M | 10% |
