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AXIS CAPITAL HOLDINGS LTD（AXS）与JBT Marel Corp（JBTM）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JBT Marel Corp的1.6倍（$1.6B vs $1.0B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 5.3%，领先10.2%），JBT Marel Corp同比增速更快（115.6% vs 8.0%），过去两年JBT Marel Corp的营收复合增速更高（60.3% 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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
AXS vs JBTM — 直观对比
营收规模更大
AXS
是对方的1.6倍
$1.0B
营收增速更快
JBTM
高出107.6%
8.0%
净利率更高
AXS
高出10.2%
5.3%
两年增速更快
JBTM
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $254.8M | $53.1M |
| 毛利率 | — | 34.5% |
| 营业利润率 | 15.6% | 7.2% |
| 净利率 | 15.5% | 5.3% |
| 营收同比 | 8.0% | 115.6% |
| 净利润同比 | 31.3% | 858.6% |
| 每股收益（稀释后） | — | $1.04 |
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AXSJBTM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.0B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.6B | $934.8M | ||
| Q1 25 | $1.5B | $854.1M | ||
| Q4 24 | $1.5B | $467.6M | ||
| Q3 24 | $1.6B | $453.8M | ||
| Q2 24 | $1.5B | $402.3M |
净利润AXSJBTM
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $53.1M | ||
| Q3 25 | $301.9M | $66.0M | ||
| Q2 25 | $223.4M | $3.4M | ||
| Q1 25 | $194.1M | $-173.0M | ||
| Q4 24 | $293.6M | $-7.0M | ||
| Q3 24 | $180.7M | $38.9M | ||
| Q2 24 | $212.0M | $30.7M |
毛利率AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 34.5% | ||
| Q3 25 | — | 35.9% | ||
| Q2 25 | — | 35.8% | ||
| Q1 25 | — | 34.2% | ||
| Q4 24 | — | 38.4% | ||
| Q3 24 | — | 36.1% | ||
| Q2 24 | — | 35.6% |
营业利润率AXSJBTM
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 7.2% | ||
| Q3 25 | 22.1% | 10.2% | ||
| Q2 25 | 17.2% | 5.2% | ||
| Q1 25 | 15.5% | -3.9% | ||
| Q4 24 | 18.6% | 3.4% | ||
| Q3 24 | 14.2% | 10.3% | ||
| Q2 24 | 17.4% | 6.7% |
净利率AXSJBTM
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 5.3% | ||
| Q3 25 | 18.0% | 6.6% | ||
| Q2 25 | 13.7% | 0.4% | ||
| Q1 25 | 12.8% | -20.3% | ||
| Q4 24 | 20.0% | -1.5% | ||
| Q3 24 | 11.2% | 8.6% | ||
| Q2 24 | 14.6% | 7.6% |
每股收益（稀释后）AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $1.04 | ||
| Q3 25 | $3.74 | $1.26 | ||
| Q2 25 | $2.72 | $0.07 | ||
| Q1 25 | $2.26 | $-3.35 | ||
| Q4 24 | $3.38 | $-0.22 | ||
| Q3 24 | $2.04 | $1.21 | ||
| Q2 24 | $2.40 | $0.95 |
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 | $167.9M |
| 总债务越低越好 | — | $1.5B |
| 股东权益账面价值 | $6.4B | $4.5B |
| 总资产 | $35.6B | $8.2B |
| 负债/权益比越低杠杆越低 | — | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AXSJBTM
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $167.9M | ||
| Q3 25 | $825.9M | — | ||
| Q2 25 | $852.1M | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $981.0M | — | ||
| Q2 24 | $1.1B | — |
总债务AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | — | $1.5B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M |
股东权益AXSJBTM
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $4.5B | ||
| Q3 25 | $6.4B | $4.4B | ||
| Q2 25 | $6.2B | $4.4B | ||
| Q1 25 | $5.9B | $4.1B | ||
| Q4 24 | $6.1B | $1.5B | ||
| Q3 24 | $6.1B | $1.6B | ||
| Q2 24 | $5.7B | $1.5B |
总资产AXSJBTM
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $8.2B | ||
| Q3 25 | $34.3B | $8.2B | ||
| Q2 25 | $34.2B | $8.3B | ||
| Q1 25 | $33.2B | $8.0B | ||
| Q4 24 | $32.5B | $3.4B | ||
| Q3 24 | $32.7B | $2.8B | ||
| Q2 24 | $32.1B | $2.7B |
负债/权益比AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.33× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.35× | ||
| Q1 25 | — | 0.48× | ||
| Q4 24 | — | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× |
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 | — | $117.4M |
| 自由现金流经营现金流 - 资本支出 | — | $83.5M |
| 自由现金流率自由现金流/营收 | — | 8.3% |
| 资本支出强度资本支出/营收 | — | 3.4% |
| 现金转化率经营现金流/净利润 | — | 2.21× |
| 过去12个月自由现金流最近4个季度 | — | $238.1M |
8季度趋势，按日历期对齐
经营现金流AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $117.4M | ||
| Q3 25 | $673.8M | $87.7M | ||
| Q2 25 | $-1.7B | $102.2M | ||
| Q1 25 | $309.1M | $34.4M | ||
| Q4 24 | $355.5M | $128.7M | ||
| Q3 24 | $587.0M | $71.9M | ||
| Q2 24 | $518.1M | $21.6M |
自由现金流AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | $83.5M | ||
| Q3 25 | — | $56.5M | ||
| Q2 25 | — | $83.7M | ||
| Q1 25 | — | $14.4M | ||
| Q4 24 | — | $118.7M | ||
| Q3 24 | — | $65.0M | ||
| Q2 24 | — | $11.1M |
自由现金流率AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 8.3% | ||
| Q3 25 | — | 5.6% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 1.7% | ||
| Q4 24 | — | 25.4% | ||
| Q3 24 | — | 14.3% | ||
| Q2 24 | — | 2.8% |
资本支出强度AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | — | 3.1% | ||
| Q2 25 | — | 2.0% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 2.1% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 2.6% |
现金转化率AXSJBTM
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.21× | ||
| Q3 25 | 2.23× | 1.33× | ||
| Q2 25 | -7.41× | 30.06× | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 1.21× | — | ||
| Q3 24 | 3.25× | 1.85× | ||
| Q2 24 | 2.44× | 0.70× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
