vs
AXIS CAPITAL HOLDINGS LTD（AXS）与LCI INDUSTRIES（LCII）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LCI INDUSTRIES的1.8倍（$1.6B vs $932.7M），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 2.0%，领先13.5%），LCI INDUSTRIES同比增速更快（16.1% vs 8.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs -1.8%）
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。
拉奇核心工业有限公司前身为巴基斯坦帝国化学工业公司，是一家总部位于卡拉奇的巴基斯坦综合性企业集团，业务覆盖聚酯、医药、农用化学品、纯碱及兽药等多品类产品的研发生产，在巴基斯坦本土工业领域拥有重要市场地位。
AXS vs LCII — 直观对比
营收规模更大
AXS
是对方的1.8倍
$932.7M
营收增速更快
LCII
高出8.1%
8.0%
净利率更高
AXS
高出13.5%
2.0%
两年增速更快
AXS
近两年复合增速
-1.8%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $932.7M |
| 净利润 | $254.8M | $18.7M |
| 毛利率 | — | 22.1% |
| 营业利润率 | 15.6% | 3.8% |
| 净利率 | 15.5% | 2.0% |
| 营收同比 | 8.0% | 16.1% |
| 净利润同比 | 31.3% | 95.7% |
| 每股收益（稀释后） | — | $0.79 |
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AXSLCII
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $932.7M | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $1.0B | ||
| Q4 24 | $1.5B | $803.1M | ||
| Q3 24 | $1.6B | $915.5M | ||
| Q2 24 | $1.5B | $1.1B |
净利润AXSLCII
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $18.7M | ||
| Q3 25 | $301.9M | $62.5M | ||
| Q2 25 | $223.4M | $57.6M | ||
| Q1 25 | $194.1M | $49.4M | ||
| Q4 24 | $293.6M | $9.5M | ||
| Q3 24 | $180.7M | $35.6M | ||
| Q2 24 | $212.0M | $61.2M |
毛利率AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 22.1% | ||
| Q3 25 | — | 24.4% | ||
| Q2 25 | — | 24.4% | ||
| Q1 25 | — | 24.1% | ||
| Q4 24 | — | 21.1% | ||
| Q3 24 | — | 24.0% | ||
| Q2 24 | — | 25.3% |
营业利润率AXSLCII
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 3.8% | ||
| Q3 25 | 22.1% | 7.3% | ||
| Q2 25 | 17.2% | 7.9% | ||
| Q1 25 | 15.5% | 7.8% | ||
| Q4 24 | 18.6% | 2.0% | ||
| Q3 24 | 14.2% | 5.9% | ||
| Q2 24 | 17.4% | 8.6% |
净利率AXSLCII
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 2.0% | ||
| Q3 25 | 18.0% | 6.0% | ||
| Q2 25 | 13.7% | 5.2% | ||
| Q1 25 | 12.8% | 4.7% | ||
| Q4 24 | 20.0% | 1.2% | ||
| Q3 24 | 11.2% | 3.9% | ||
| Q2 24 | 14.6% | 5.8% |
每股收益（稀释后）AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $0.79 | ||
| Q3 25 | $3.74 | $2.55 | ||
| Q2 25 | $2.72 | $2.29 | ||
| Q1 25 | $2.26 | $1.94 | ||
| Q4 24 | $3.38 | $0.37 | ||
| Q3 24 | $2.04 | $1.39 | ||
| Q2 24 | $2.40 | $2.40 |
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 | $222.6M |
| 总债务越低越好 | — | $945.2M |
| 股东权益账面价值 | $6.4B | $1.4B |
| 总资产 | $35.6B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.69× |
8季度趋势，按日历期对齐
现金及短期投资AXSLCII
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $222.6M | ||
| Q3 25 | $825.9M | $199.7M | ||
| Q2 25 | $852.1M | $191.9M | ||
| Q1 25 | $2.8B | $231.2M | ||
| Q4 24 | $2.1B | $165.8M | ||
| Q3 24 | $981.0M | $161.2M | ||
| Q2 24 | $1.1B | $130.4M |
总债务AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M |
股东权益AXSLCII
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $1.4B | ||
| Q3 25 | $6.4B | $1.4B | ||
| Q2 25 | $6.2B | $1.4B | ||
| Q1 25 | $5.9B | $1.4B | ||
| Q4 24 | $6.1B | $1.4B | ||
| Q3 24 | $6.1B | $1.4B | ||
| Q2 24 | $5.7B | $1.4B |
总资产AXSLCII
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $3.2B | ||
| Q3 25 | $34.3B | $3.2B | ||
| Q2 25 | $34.2B | $3.2B | ||
| Q1 25 | $33.2B | $3.1B | ||
| Q4 24 | $32.5B | $2.9B | ||
| Q3 24 | $32.7B | $3.0B | ||
| Q2 24 | $32.1B | $3.0B |
负债/权益比AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× |
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 | — | $78.9M |
| 自由现金流经营现金流 - 资本支出 | — | $64.3M |
| 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 | — | 1.6% |
| 现金转化率经营现金流/净利润 | — | 4.22× |
| 过去12个月自由现金流最近4个季度 | — | $278.3M |
8季度趋势，按日历期对齐
经营现金流AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $78.9M | ||
| Q3 25 | $673.8M | $97.2M | ||
| Q2 25 | $-1.7B | $112.2M | ||
| Q1 25 | $309.1M | $42.7M | ||
| Q4 24 | $355.5M | $106.6M | ||
| Q3 24 | $587.0M | $78.4M | ||
| Q2 24 | $518.1M | $192.9M |
自由现金流AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | $64.3M | ||
| Q3 25 | — | $80.9M | ||
| Q2 25 | — | $99.5M | ||
| Q1 25 | — | $33.7M | ||
| Q4 24 | — | $95.7M | ||
| Q3 24 | — | $68.3M | ||
| Q2 24 | — | $180.2M |
自由现金流率AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 6.9% | ||
| Q3 25 | — | 7.8% | ||
| Q2 25 | — | 9.0% | ||
| Q1 25 | — | 3.2% | ||
| Q4 24 | — | 11.9% | ||
| Q3 24 | — | 7.5% | ||
| Q2 24 | — | 17.1% |
资本支出强度AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | — | 1.6% | ||
| Q2 25 | — | 1.2% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 1.4% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率AXSLCII
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 4.22× | ||
| Q3 25 | 2.23× | 1.55× | ||
| Q2 25 | -7.41× | 1.95× | ||
| Q1 25 | 1.59× | 0.86× | ||
| Q4 24 | 1.21× | 11.17× | ||
| Q3 24 | 3.25× | 2.20× | ||
| Q2 24 | 2.44× | 3.15× |
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
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
