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AXIS CAPITAL HOLDINGS LTD（AXS）与PINTEREST, INC.（PINS）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PINTEREST, INC.的1.6倍（$1.6B vs $1.0B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs -7.3%，领先22.8%），PINTEREST, INC.同比增速更快（17.8% vs 8.0%），过去两年PINTEREST, INC.的营收复合增速更高（8.6% 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。
Pinterest是美国社交媒体服务商，主打数字图板形式的信息发布与发现功能，用户可通过图片分享获取食谱、家居、穿搭、创意灵感等多元内容。公司由本·西尔伯曼、保罗·夏拉、埃文·夏普联合创立，总部位于旧金山。
AXS vs PINS — 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
PINS
高出9.9%
8.0%
净利率更高
AXS
高出22.8%
-7.3%
两年增速更快
PINS
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $254.8M | $-73.6M |
| 毛利率 | — | 76.3% |
| 营业利润率 | 15.6% | -8.0% |
| 净利率 | 15.5% | -7.3% |
| 营收同比 | 8.0% | 17.8% |
| 净利润同比 | 31.3% | — |
| 每股收益（稀释后） | — | $-0.12 |
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AXSPINS
| Q1 26 | $1.6B | $1.0B | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $1.7B | $1.0B | ||
| Q2 25 | $1.6B | $998.2M | ||
| Q1 25 | $1.5B | $855.0M | ||
| Q4 24 | $1.5B | $1.2B | ||
| Q3 24 | $1.6B | $898.4M | ||
| Q2 24 | $1.5B | $853.7M |
净利润AXSPINS
| Q1 26 | $254.8M | $-73.6M | ||
| Q4 25 | $289.6M | $277.1M | ||
| Q3 25 | $301.9M | $92.1M | ||
| Q2 25 | $223.4M | $38.8M | ||
| Q1 25 | $194.1M | $8.9M | ||
| Q4 24 | $293.6M | $1.8B | ||
| Q3 24 | $180.7M | $30.6M | ||
| Q2 24 | $212.0M | $8.9M |
毛利率AXSPINS
| Q1 26 | — | 76.3% | ||
| Q4 25 | — | 82.8% | ||
| Q3 25 | — | 79.8% | ||
| Q2 25 | — | 79.7% | ||
| Q1 25 | — | 76.7% | ||
| Q4 24 | — | 82.9% | ||
| Q3 24 | — | 79.1% | ||
| Q2 24 | — | 78.3% |
营业利润率AXSPINS
| Q1 26 | 15.6% | -8.0% | ||
| Q4 25 | 19.0% | 22.8% | ||
| Q3 25 | 22.1% | 5.6% | ||
| Q2 25 | 17.2% | -0.4% | ||
| Q1 25 | 15.5% | -4.1% | ||
| Q4 24 | 18.6% | 22.7% | ||
| Q3 24 | 14.2% | -0.7% | ||
| Q2 24 | 17.4% | -2.5% |
净利率AXSPINS
| Q1 26 | 15.5% | -7.3% | ||
| Q4 25 | 16.7% | 21.0% | ||
| Q3 25 | 18.0% | 8.8% | ||
| Q2 25 | 13.7% | 3.9% | ||
| Q1 25 | 12.8% | 1.0% | ||
| Q4 24 | 20.0% | 160.1% | ||
| Q3 24 | 11.2% | 3.4% | ||
| Q2 24 | 14.6% | 1.0% |
每股收益（稀释后）AXSPINS
| Q1 26 | — | $-0.12 | ||
| Q4 25 | $3.63 | $0.41 | ||
| Q3 25 | $3.74 | $0.13 | ||
| Q2 25 | $2.72 | $0.06 | ||
| Q1 25 | $2.26 | $0.01 | ||
| Q4 24 | $3.38 | $2.66 | ||
| Q3 24 | $2.04 | $0.04 | ||
| Q2 24 | $2.40 | $0.01 |
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 | $378.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.9B |
| 总资产 | $35.6B | $4.6B |
| 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AXSPINS
| Q1 26 | $862.5M | $378.1M | ||
| Q4 25 | $820.3M | $969.3M | ||
| Q3 25 | $825.9M | $1.1B | ||
| Q2 25 | $852.1M | $1.2B | ||
| Q1 25 | $2.8B | $1.3B | ||
| Q4 24 | $2.1B | $1.1B | ||
| Q3 24 | $981.0M | $1.0B | ||
| Q2 24 | $1.1B | $1.4B |
股东权益AXSPINS
| Q1 26 | $6.4B | $2.9B | ||
| Q4 25 | $6.4B | $4.7B | ||
| Q3 25 | $6.4B | $4.8B | ||
| Q2 25 | $6.2B | $4.8B | ||
| Q1 25 | $5.9B | $4.7B | ||
| Q4 24 | $6.1B | $4.8B | ||
| Q3 24 | $6.1B | $2.9B | ||
| Q2 24 | $5.7B | $3.2B |
总资产AXSPINS
| Q1 26 | $35.6B | $4.6B | ||
| Q4 25 | $34.5B | $5.5B | ||
| Q3 25 | $34.3B | $5.5B | ||
| Q2 25 | $34.2B | $5.4B | ||
| Q1 25 | $33.2B | $5.3B | ||
| Q4 24 | $32.5B | $5.3B | ||
| Q3 24 | $32.7B | $3.5B | ||
| Q2 24 | $32.1B | $3.7B |
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 | — | $328.0M |
| 自由现金流经营现金流 - 资本支出 | — | $311.7M |
| 自由现金流率自由现金流/营收 | — | 30.9% |
| 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 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $1.2B |
8季度趋势，按日历期对齐
经营现金流AXSPINS
| Q1 26 | — | $328.0M | ||
| Q4 25 | $630.4M | $391.2M | ||
| Q3 25 | $673.8M | $321.7M | ||
| Q2 25 | $-1.7B | $207.7M | ||
| Q1 25 | $309.1M | $363.7M | ||
| Q4 24 | $355.5M | $254.0M | ||
| Q3 24 | $587.0M | $248.0M | ||
| Q2 24 | $518.1M | $106.4M |
自由现金流AXSPINS
| Q1 26 | — | $311.7M | ||
| Q4 25 | — | $380.4M | ||
| Q3 25 | — | $318.4M | ||
| Q2 25 | — | $196.7M | ||
| Q1 25 | — | $356.4M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $244.1M | ||
| Q2 24 | — | $101.6M |
自由现金流率AXSPINS
| Q1 26 | — | 30.9% | ||
| Q4 25 | — | 28.8% | ||
| Q3 25 | — | 30.3% | ||
| Q2 25 | — | 19.7% | ||
| Q1 25 | — | 41.7% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | — | 27.2% | ||
| Q2 24 | — | 11.9% |
资本支出强度AXSPINS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.8% | ||
| Q3 25 | — | 0.3% | ||
| Q2 25 | — | 1.1% | ||
| Q1 25 | — | 0.9% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | — | 0.4% | ||
| Q2 24 | — | 0.6% |
现金转化率AXSPINS
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 1.41× | ||
| Q3 25 | 2.23× | 3.49× | ||
| Q2 25 | -7.41× | 5.36× | ||
| Q1 25 | 1.59× | 40.77× | ||
| Q4 24 | 1.21× | 0.14× | ||
| Q3 24 | 3.25× | 8.12× | ||
| Q2 24 | 2.44× | 11.98× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
