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AXIS CAPITAL HOLDINGS LTD（AXS）与Fabrinet（FN）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Fabrinet的1.5倍（$1.6B vs $1.1B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 9.9%，领先5.6%），Fabrinet同比增速更快（35.9% vs 8.0%），过去两年Fabrinet的营收复合增速更高（24.4% 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。
Fabrinet（股票代码FN）为标普中型股400指数成分股。该指数由标普道琼斯指数公司维护，覆盖400家以美企为主的中等市值企业，若成分企业存在多类流通股，指数的成分股总量有时会超过400只。
AXS vs FN — 直观对比
营收规模更大
AXS
是对方的1.5倍
$1.1B
营收增速更快
FN
高出27.9%
8.0%
净利率更高
AXS
高出5.6%
9.9%
两年增速更快
FN
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.1B |
| 净利润 | $254.8M | $112.6M |
| 毛利率 | — | 12.2% |
| 营业利润率 | 15.6% | 10.1% |
| 净利率 | 15.5% | 9.9% |
| 营收同比 | 8.0% | 35.9% |
| 净利润同比 | 31.3% | 30.0% |
| 每股收益（稀释后） | — | $3.11 |
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AXSFN
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $978.1M | ||
| Q2 25 | $1.6B | $909.7M | ||
| Q1 25 | $1.5B | $871.8M | ||
| Q4 24 | $1.5B | $833.6M | ||
| Q3 24 | $1.6B | $804.2M | ||
| Q2 24 | $1.5B | $753.3M |
净利润AXSFN
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $112.6M | ||
| Q3 25 | $301.9M | $95.9M | ||
| Q2 25 | $223.4M | $87.2M | ||
| Q1 25 | $194.1M | $81.3M | ||
| Q4 24 | $293.6M | $86.6M | ||
| Q3 24 | $180.7M | $77.4M | ||
| Q2 24 | $212.0M | $81.1M |
毛利率AXSFN
| Q1 26 | — | — | ||
| Q4 25 | — | 12.2% | ||
| Q3 25 | — | 11.9% | ||
| Q2 25 | — | 12.2% | ||
| Q1 25 | — | 11.7% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | — | 12.3% |
营业利润率AXSFN
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 10.1% | ||
| Q3 25 | 22.1% | 9.6% | ||
| Q2 25 | 17.2% | 9.8% | ||
| Q1 25 | 15.5% | 9.0% | ||
| Q4 24 | 18.6% | 9.5% | ||
| Q3 24 | 14.2% | 9.6% | ||
| Q2 24 | 17.4% | 9.7% |
净利率AXSFN
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 9.9% | ||
| Q3 25 | 18.0% | 9.8% | ||
| Q2 25 | 13.7% | 9.6% | ||
| Q1 25 | 12.8% | 9.3% | ||
| Q4 24 | 20.0% | 10.4% | ||
| Q3 24 | 11.2% | 9.6% | ||
| Q2 24 | 14.6% | 10.8% |
每股收益（稀释后）AXSFN
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $3.11 | ||
| Q3 25 | $3.74 | $2.66 | ||
| Q2 25 | $2.72 | $2.41 | ||
| Q1 25 | $2.26 | $2.25 | ||
| Q4 24 | $3.38 | $2.38 | ||
| Q3 24 | $2.04 | $2.13 | ||
| Q2 24 | $2.40 | $2.22 |
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 | $960.8M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.2B |
| 总资产 | $35.6B | $3.3B |
| 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AXSFN
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $960.8M | ||
| Q3 25 | $825.9M | $968.8M | ||
| Q2 25 | $852.1M | $934.2M | ||
| Q1 25 | $2.8B | $950.7M | ||
| Q4 24 | $2.1B | $934.6M | ||
| Q3 24 | $981.0M | $908.9M | ||
| Q2 24 | $1.1B | $858.6M |
股东权益AXSFN
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $2.2B | ||
| Q3 25 | $6.4B | $2.1B | ||
| Q2 25 | $6.2B | $2.0B | ||
| Q1 25 | $5.9B | $1.9B | ||
| Q4 24 | $6.1B | $1.8B | ||
| Q3 24 | $6.1B | $1.8B | ||
| Q2 24 | $5.7B | $1.7B |
总资产AXSFN
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $3.3B | ||
| Q3 25 | $34.3B | $3.0B | ||
| Q2 25 | $34.2B | $2.8B | ||
| Q1 25 | $33.2B | $2.6B | ||
| Q4 24 | $32.5B | $2.5B | ||
| Q3 24 | $32.7B | $2.4B | ||
| Q2 24 | $32.1B | $2.3B |
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 | — | $46.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-5.3M |
| 自由现金流率自由现金流/营收 | — | -0.5% |
| 资本支出强度资本支出/营收 | — | 4.6% |
| 现金转化率经营现金流/净利润 | — | 0.41× |
| 过去12个月自由现金流最近4个季度 | — | $102.3M |
8季度趋势，按日历期对齐
经营现金流AXSFN
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $46.3M | ||
| Q3 25 | $673.8M | $102.6M | ||
| Q2 25 | $-1.7B | $55.1M | ||
| Q1 25 | $309.1M | $74.2M | ||
| Q4 24 | $355.5M | $115.9M | ||
| Q3 24 | $587.0M | $83.2M | ||
| Q2 24 | $518.1M | $83.1M |
自由现金流AXSFN
| Q1 26 | — | — | ||
| Q4 25 | — | $-5.3M | ||
| Q3 25 | — | $57.3M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $45.7M | ||
| Q4 24 | — | $94.0M | ||
| Q3 24 | — | $62.9M | ||
| Q2 24 | — | $70.4M |
自由现金流率AXSFN
| Q1 26 | — | — | ||
| Q4 25 | — | -0.5% | ||
| Q3 25 | — | 5.9% | ||
| Q2 25 | — | 0.5% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 11.3% | ||
| Q3 24 | — | 7.8% | ||
| Q2 24 | — | 9.3% |
资本支出强度AXSFN
| Q1 26 | — | — | ||
| Q4 25 | — | 4.6% | ||
| Q3 25 | — | 4.6% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 3.3% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | — | 2.5% | ||
| Q2 24 | — | 1.7% |
现金转化率AXSFN
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 0.41× | ||
| Q3 25 | 2.23× | 1.07× | ||
| Q2 25 | -7.41× | 0.63× | ||
| Q1 25 | 1.59× | 0.91× | ||
| Q4 24 | 1.21× | 1.34× | ||
| Q3 24 | 3.25× | 1.07× | ||
| Q2 24 | 2.44× | 1.02× |
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
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
