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AXIS CAPITAL HOLDINGS LTD（AXS）与FuboTV Inc.（FUBO）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FuboTV Inc.的1.1倍（$1.7B vs $1.5B），AXIS CAPITAL HOLDINGS LTD净利率更高（16.7% vs -0.4%，领先17.1%），FuboTV Inc.同比增速更快（249.4% vs 17.8%），过去两年FuboTV Inc.的营收复合增速更高（94.3% vs 10.3%）
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。
FuboTV Inc.（简称Fubo）是源自美国的互联网体育流媒体服务商，业务覆盖美国、加拿大与西班牙地区。该平台主打各类直播体育内容，可提供英超、NFL、MLB、NBA、NHL、MLS等各大主流顶级体育赛事转播，同时也涵盖新闻、剧集等综合影视娱乐内容。
AXS vs FUBO — 直观对比
营收规模更大
AXS
是对方的1.1倍
$1.5B
营收增速更快
FUBO
高出231.5%
17.8%
净利率更高
AXS
高出17.1%
-0.4%
两年增速更快
FUBO
近两年复合增速
10.3%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.5B |
| 净利润 | $289.6M | $-6.0M |
| 毛利率 | — | — |
| 营业利润率 | 19.0% | -1.3% |
| 净利率 | 16.7% | -0.4% |
| 营收同比 | 17.8% | 249.4% |
| 净利润同比 | -1.4% | 84.5% |
| 每股收益（稀释后） | $3.63 | $-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AXSFUBO
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $377.2M | ||
| Q2 25 | $1.6B | $380.0M | ||
| Q1 25 | $1.5B | $416.3M | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | $386.2M | ||
| Q2 24 | $1.5B | $391.0M | ||
| Q1 24 | $1.4B | $402.3M |
净利润AXSFUBO
| Q4 25 | $289.6M | $-6.0M | ||
| Q3 25 | $301.9M | $-18.9M | ||
| Q2 25 | $223.4M | $-8.0M | ||
| Q1 25 | $194.1M | $188.5M | ||
| Q4 24 | $293.6M | — | ||
| Q3 24 | $180.7M | $-52.4M | ||
| Q2 24 | $212.0M | $-25.3M | ||
| Q1 24 | $395.5M | $-56.0M |
营业利润率AXSFUBO
| Q4 25 | 19.0% | -1.3% | ||
| Q3 25 | 22.1% | -5.3% | ||
| Q2 25 | 17.2% | -1.6% | ||
| Q1 25 | 15.5% | -6.1% | ||
| Q4 24 | 18.6% | — | ||
| Q3 24 | 14.2% | -15.2% | ||
| Q2 24 | 17.4% | -9.1% | ||
| Q1 24 | 19.0% | -15.7% |
净利率AXSFUBO
| Q4 25 | 16.7% | -0.4% | ||
| Q3 25 | 18.0% | -5.0% | ||
| Q2 25 | 13.7% | -2.1% | ||
| Q1 25 | 12.8% | 45.3% | ||
| Q4 24 | 20.0% | — | ||
| Q3 24 | 11.2% | -13.6% | ||
| Q2 24 | 14.6% | -6.5% | ||
| Q1 24 | 27.8% | -13.9% |
每股收益（稀释后）AXSFUBO
| Q4 25 | $3.63 | $-0.02 | ||
| Q3 25 | $3.74 | $-0.06 | ||
| Q2 25 | $2.72 | $-0.02 | ||
| Q1 25 | $2.26 | $0.55 | ||
| Q4 24 | $3.38 | — | ||
| Q3 24 | $2.04 | $-0.16 | ||
| Q2 24 | $2.40 | $-0.08 | ||
| Q1 24 | $4.53 | $-0.19 |
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 | $452.4M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $275.5M |
| 总资产 | $34.5B | $4.1B |
| 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AXSFUBO
| Q4 25 | $820.3M | $452.4M | ||
| Q3 25 | $825.9M | — | ||
| Q2 25 | $852.1M | $283.6M | ||
| Q1 25 | $2.8B | $321.6M | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $981.0M | $146.2M | ||
| Q2 24 | $1.1B | $155.2M | ||
| Q1 24 | $1.1B | $168.9M |
股东权益AXSFUBO
| Q4 25 | $6.4B | $275.5M | ||
| Q3 25 | $6.4B | $915.3M | ||
| Q2 25 | $6.2B | $400.4M | ||
| Q1 25 | $5.9B | $389.0M | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $6.1B | $905.3M | ||
| Q2 24 | $5.7B | $254.2M | ||
| Q1 24 | $5.5B | $236.1M |
总资产AXSFUBO
| Q4 25 | $34.5B | $4.1B | ||
| Q3 25 | $34.3B | $1.3B | ||
| Q2 25 | $34.2B | $1.2B | ||
| Q1 25 | $33.2B | $1.2B | ||
| Q4 24 | $32.5B | — | ||
| Q3 24 | $32.7B | $1.1B | ||
| Q2 24 | $32.1B | $1.1B | ||
| Q1 24 | $31.8B | $1.1B |
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 | $-200.3M |
| 自由现金流经营现金流 - 资本支出 | — | $-200.8M |
| 自由现金流率自由现金流/营收 | — | -13.0% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 2.18× | — |
| 过去12个月自由现金流最近4个季度 | — | $-81.3M |
8季度趋势，按日历期对齐
经营现金流AXSFUBO
| Q4 25 | $630.4M | $-200.3M | ||
| Q3 25 | $673.8M | $-6.5M | ||
| Q2 25 | $-1.7B | $-34.6M | ||
| Q1 25 | $309.1M | $161.4M | ||
| Q4 24 | $355.5M | — | ||
| Q3 24 | $587.0M | $235.0K | ||
| Q2 24 | $518.1M | $-32.3M | ||
| Q1 24 | $384.1M | $-67.3M |
自由现金流AXSFUBO
| Q4 25 | — | $-200.8M | ||
| Q3 25 | — | $-6.5M | ||
| Q2 25 | — | $-35.0M | ||
| Q1 25 | — | $161.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $-1.3M | ||
| Q2 24 | — | $-32.5M | ||
| Q1 24 | — | $-67.4M |
自由现金流率AXSFUBO
| Q4 25 | — | -13.0% | ||
| Q3 25 | — | -1.7% | ||
| Q2 25 | — | -9.2% | ||
| Q1 25 | — | 38.7% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | -0.3% | ||
| Q2 24 | — | -8.3% | ||
| Q1 24 | — | -16.7% |
资本支出强度AXSFUBO
| Q4 25 | — | 0.0% | ||
| Q3 25 | — | 0.0% | ||
| Q2 25 | — | 0.1% | ||
| Q1 25 | — | 0.1% | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.1% | ||
| Q1 24 | — | 0.0% |
现金转化率AXSFUBO
| Q4 25 | 2.18× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | -7.41× | — | ||
| Q1 25 | 1.59× | 0.86× | ||
| Q4 24 | 1.21× | — | ||
| Q3 24 | 3.25× | — | ||
| Q2 24 | 2.44× | — | ||
| 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% |
FUBO
| Related Party | $1.2B | 75% |
| Subscription And Advertising | $377.9M | 24% |
