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AXIS CAPITAL HOLDINGS LTD（AXS）与LANDSTAR SYSTEM INC（LSTR）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LANDSTAR SYSTEM INC的1.5倍（$1.7B vs $1.2B），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 1.6%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（10.3% vs -2.2%）
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。
Landstar System Inc.是美国专业运输服务企业，主营第三方物流业务，依托由超8800名独立自营车主、1000余名独立货运代理人、7万余家合规认证承运商组成的庞大网络，服务主要覆盖美国全境，同时提供加拿大境内及美加、美墨跨境物流服务。
AXS vs LSTR — 直观对比
营收规模更大
AXS
是对方的1.5倍
$1.2B
营收增速更快
AXS
高出16.2%
1.6%
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
-2.2%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $1.2B |
| 净利润 | $289.6M | $39.4M |
| 毛利率 | — | 9.6% |
| 营业利润率 | 19.0% | 4.5% |
| 净利率 | 16.7% | 3.4% |
| 营收同比 | 17.8% | 1.6% |
| 净利润同比 | -1.4% | 32.3% |
| 每股收益（稀释后） | $3.63 | $1.16 |
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AXSLSTR
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.2B | ||
| Q3 25 | $1.7B | $1.2B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.5B | $1.2B | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.5B | $1.2B |
净利润AXSLSTR
| Q1 26 | — | $39.4M | ||
| Q4 25 | $289.6M | $23.9M | ||
| Q3 25 | $301.9M | $19.4M | ||
| Q2 25 | $223.4M | $41.9M | ||
| Q1 25 | $194.1M | $29.8M | ||
| Q4 24 | $293.6M | $46.2M | ||
| Q3 24 | $180.7M | $50.0M | ||
| Q2 24 | $212.0M | $52.6M |
毛利率AXSLSTR
| Q1 26 | — | 9.6% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率AXSLSTR
| Q1 26 | — | 4.5% | ||
| Q4 25 | 19.0% | 2.5% | ||
| Q3 25 | 22.1% | 2.2% | ||
| Q2 25 | 17.2% | 4.6% | ||
| Q1 25 | 15.5% | 3.4% | ||
| Q4 24 | 18.6% | 4.8% | ||
| Q3 24 | 14.2% | 5.2% | ||
| Q2 24 | 17.4% | 5.6% |
净利率AXSLSTR
| Q1 26 | — | 3.4% | ||
| Q4 25 | 16.7% | 2.0% | ||
| Q3 25 | 18.0% | 1.6% | ||
| Q2 25 | 13.7% | 3.5% | ||
| Q1 25 | 12.8% | 2.6% | ||
| Q4 24 | 20.0% | 3.8% | ||
| Q3 24 | 11.2% | 4.1% | ||
| Q2 24 | 14.6% | 4.3% |
每股收益（稀释后）AXSLSTR
| Q1 26 | — | $1.16 | ||
| Q4 25 | $3.63 | $0.70 | ||
| Q3 25 | $3.74 | $0.56 | ||
| Q2 25 | $2.72 | $1.20 | ||
| Q1 25 | $2.26 | $0.85 | ||
| Q4 24 | $3.38 | $1.30 | ||
| Q3 24 | $2.04 | $1.41 | ||
| Q2 24 | $2.40 | $1.48 |
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 | $411.0M |
| 总债务越低越好 | — | $26.1M |
| 股东权益账面价值 | $6.4B | $799.0M |
| 总资产 | $34.5B | $1.6B |
| 负债/权益比越低杠杆越低 | — | 0.03× |
8季度趋势，按日历期对齐
现金及短期投资AXSLSTR
| Q1 26 | — | $411.0M | ||
| Q4 25 | $820.3M | $452.2M | ||
| Q3 25 | $825.9M | $434.4M | ||
| Q2 25 | $852.1M | $426.2M | ||
| Q1 25 | $2.8B | $473.4M | ||
| Q4 24 | $2.1B | $566.6M | ||
| Q3 24 | $981.0M | $531.3M | ||
| Q2 24 | $1.1B | $504.0M |
总债务AXSLSTR
| Q1 26 | — | $26.1M | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $0 | ||
| Q4 24 | — | $0 | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $0 |
股东权益AXSLSTR
| Q1 26 | — | $799.0M | ||
| Q4 25 | $6.4B | $795.7M | ||
| Q3 25 | $6.4B | $888.7M | ||
| Q2 25 | $6.2B | $921.8M | ||
| Q1 25 | $5.9B | $930.8M | ||
| Q4 24 | $6.1B | $972.4M | ||
| Q3 24 | $6.1B | $1.0B | ||
| Q2 24 | $5.7B | $1.0B |
总资产AXSLSTR
| Q1 26 | — | $1.6B | ||
| Q4 25 | $34.5B | $1.6B | ||
| Q3 25 | $34.3B | $1.7B | ||
| Q2 25 | $34.2B | $1.7B | ||
| Q1 25 | $33.2B | $1.7B | ||
| Q4 24 | $32.5B | $1.8B | ||
| Q3 24 | $32.7B | $1.8B | ||
| Q2 24 | $32.1B | $1.8B |
负债/权益比AXSLSTR
| Q1 26 | — | 0.03× | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.00× | ||
| Q4 24 | — | 0.00× | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.00× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 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 | — | — |
8季度趋势，按日历期对齐
经营现金流AXSLSTR
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $72.7M | ||
| Q3 25 | $673.8M | $89.3M | ||
| Q2 25 | $-1.7B | $7.1M | ||
| Q1 25 | $309.1M | $55.7M | ||
| Q4 24 | $355.5M | $61.1M | ||
| Q3 24 | $587.0M | $83.1M | ||
| Q2 24 | $518.1M | $48.1M |
自由现金流AXSLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | $70.5M | ||
| Q3 25 | — | $86.0M | ||
| Q2 25 | — | $4.7M | ||
| Q1 25 | — | $53.8M | ||
| Q4 24 | — | $54.4M | ||
| Q3 24 | — | $75.6M | ||
| Q2 24 | — | $40.6M |
自由现金流率AXSLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 6.0% | ||
| Q3 25 | — | 7.1% | ||
| Q2 25 | — | 0.4% | ||
| Q1 25 | — | 4.7% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 6.2% | ||
| Q2 24 | — | 3.3% |
资本支出强度AXSLSTR
| Q1 26 | — | — | ||
| Q4 25 | — | 0.2% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 0.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 0.6% | ||
| Q3 24 | — | 0.6% | ||
| Q2 24 | — | 0.6% |
现金转化率AXSLSTR
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 3.04× | ||
| Q3 25 | 2.23× | 4.61× | ||
| Q2 25 | -7.41× | 0.17× | ||
| Q1 25 | 1.59× | 1.87× | ||
| Q4 24 | 1.21× | 1.32× | ||
| Q3 24 | 3.25× | 1.66× | ||
| Q2 24 | 2.44× | 0.91× |
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% |
LSTR
暂无分部数据
