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AXIS CAPITAL HOLDINGS LTD（AXS）与PLEXUS CORP（PLXS）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PLEXUS CORP的1.4倍（$1.6B vs $1.2B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 4.3%，领先11.2%），PLEXUS CORP同比增速更快（18.7% vs 8.0%），过去两年PLEXUS CORP的营收复合增速更高（7.2% 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。
Plexus Corp是总部位于美国密歇根州特洛伊市的软件企业，专注于开发及推广Plex制造云产品，这是一款面向制造行业的SaaS模式云计算ERP解决方案，可助力制造企业实现数字化运营管理升级。
AXS vs PLXS — 直观对比
营收规模更大
AXS
是对方的1.4倍
$1.2B
营收增速更快
PLXS
高出10.7%
8.0%
净利率更高
AXS
高出11.2%
4.3%
两年增速更快
PLXS
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.2B |
| 净利润 | $254.8M | $49.8M |
| 毛利率 | — | 10.2% |
| 营业利润率 | 15.6% | 5.3% |
| 净利率 | 15.5% | 4.3% |
| 营收同比 | 8.0% | 18.7% |
| 净利润同比 | 31.3% | 27.5% |
| 每股收益（稀释后） | — | $1.82 |
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AXSPLXS
| Q1 26 | $1.6B | $1.1B | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.5B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.5B | — |
净利润AXSPLXS
| Q1 26 | $254.8M | $41.2M | ||
| Q4 25 | $289.6M | — | ||
| Q3 25 | $301.9M | — | ||
| Q2 25 | $223.4M | — | ||
| Q1 25 | $194.1M | — | ||
| Q4 24 | $293.6M | — | ||
| Q3 24 | $180.7M | — | ||
| Q2 24 | $212.0M | — |
毛利率AXSPLXS
| Q1 26 | — | 9.9% | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
营业利润率AXSPLXS
| Q1 26 | 15.6% | 5.1% | ||
| Q4 25 | 19.0% | — | ||
| Q3 25 | 22.1% | — | ||
| Q2 25 | 17.2% | — | ||
| Q1 25 | 15.5% | — | ||
| Q4 24 | 18.6% | — | ||
| Q3 24 | 14.2% | — | ||
| Q2 24 | 17.4% | — |
净利率AXSPLXS
| Q1 26 | 15.5% | 3.8% | ||
| Q4 25 | 16.7% | — | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 13.7% | — | ||
| Q1 25 | 12.8% | — | ||
| Q4 24 | 20.0% | — | ||
| Q3 24 | 11.2% | — | ||
| Q2 24 | 14.6% | — |
每股收益（稀释后）AXSPLXS
| Q1 26 | — | $1.51 | ||
| Q4 25 | $3.63 | — | ||
| Q3 25 | $3.74 | — | ||
| Q2 25 | $2.72 | — | ||
| Q1 25 | $2.26 | — | ||
| Q4 24 | $3.38 | — | ||
| Q3 24 | $2.04 | — | ||
| Q2 24 | $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 | $303.1M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $1.5B |
| 总资产 | $35.6B | $3.4B |
| 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AXSPLXS
| Q1 26 | $862.5M | $248.8M | ||
| Q4 25 | $820.3M | — | ||
| Q3 25 | $825.9M | — | ||
| Q2 25 | $852.1M | — | ||
| Q1 25 | $2.8B | — | ||
| Q4 24 | $2.1B | — | ||
| Q3 24 | $981.0M | — | ||
| Q2 24 | $1.1B | — |
股东权益AXSPLXS
| Q1 26 | $6.4B | $1.5B | ||
| Q4 25 | $6.4B | — | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $5.9B | — | ||
| Q4 24 | $6.1B | — | ||
| Q3 24 | $6.1B | — | ||
| Q2 24 | $5.7B | — |
总资产AXSPLXS
| Q1 26 | $35.6B | $3.2B | ||
| Q4 25 | $34.5B | — | ||
| Q3 25 | $34.3B | — | ||
| Q2 25 | $34.2B | — | ||
| Q1 25 | $33.2B | — | ||
| Q4 24 | $32.5B | — | ||
| Q3 24 | $32.7B | — | ||
| Q2 24 | $32.1B | — |
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
PLXS
| Asia-Pacific | $652.0M | 56% |
| Americas | $397.0M | 34% |
| Europe, Middle East and Africa | $116.0M | 10% |
