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AXIS CAPITAL HOLDINGS LTD（AXS）与PPL Corporation（PPL）财务数据对比。点击上方公司名可切换其他公司
PPL Corporation的季度营收约是AXIS CAPITAL HOLDINGS LTD的1.4倍（$2.3B vs $1.6B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 11.3%，领先4.2%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 7.2%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs 1.0%）
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。
PPL公司是总部位于美国宾夕法尼亚州的能源公用事业控股企业，为宾州、肯塔基州、罗德岛州约350万居民及工商业用户提供电力与天然气供应服务，核心业务方向包括电网现代化升级、清洁能源转型、高可靠性可持续能源服务供给。
AXS vs PPL — 直观对比
营收规模更大
PPL
是对方的1.4倍
$1.6B
营收增速更快
AXS
高出0.8%
7.2%
净利率更高
AXS
高出4.2%
11.3%
两年增速更快
AXS
近两年复合增速
1.0%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $2.3B |
| 净利润 | $254.8M | $266.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | 20.3% |
| 净利率 | 15.5% | 11.3% |
| 营收同比 | 8.0% | 7.2% |
| 净利润同比 | 31.3% | 50.3% |
| 每股收益（稀释后） | — | $0.35 |
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AXSPPL
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $2.3B | ||
| Q3 25 | $1.7B | $2.2B | ||
| Q2 25 | $1.6B | $2.0B | ||
| Q1 25 | $1.5B | $2.5B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.6B | $2.1B | ||
| Q2 24 | $1.5B | $1.9B |
净利润AXSPPL
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $266.0M | ||
| Q3 25 | $301.9M | $318.0M | ||
| Q2 25 | $223.4M | $183.0M | ||
| Q1 25 | $194.1M | $414.0M | ||
| Q4 24 | $293.6M | $177.0M | ||
| Q3 24 | $180.7M | $214.0M | ||
| Q2 24 | $212.0M | $190.0M |
营业利润率AXSPPL
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 20.3% | ||
| Q3 25 | 22.1% | 25.4% | ||
| Q2 25 | 17.2% | 19.9% | ||
| Q1 25 | 15.5% | 26.6% | ||
| Q4 24 | 18.6% | 17.2% | ||
| Q3 24 | 14.2% | 20.6% | ||
| Q2 24 | 17.4% | 20.8% |
净利率AXSPPL
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 11.3% | ||
| Q3 25 | 18.0% | 14.2% | ||
| Q2 25 | 13.7% | 9.0% | ||
| Q1 25 | 12.8% | 16.3% | ||
| Q4 24 | 20.0% | 8.1% | ||
| Q3 24 | 11.2% | 10.3% | ||
| Q2 24 | 14.6% | 10.1% |
每股收益（稀释后）AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $0.35 | ||
| Q3 25 | $3.74 | $0.43 | ||
| Q2 25 | $2.72 | $0.25 | ||
| Q1 25 | $2.26 | $0.56 | ||
| Q4 24 | $3.38 | $0.23 | ||
| Q3 24 | $2.04 | $0.29 | ||
| Q2 24 | $2.40 | $0.26 |
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 | $1.1B |
| 总债务越低越好 | — | $18.9B |
| 股东权益账面价值 | $6.4B | $14.9B |
| 总资产 | $35.6B | $45.2B |
| 负债/权益比越低杠杆越低 | — | 1.27× |
8季度趋势，按日历期对齐
现金及短期投资AXSPPL
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $1.1B | ||
| Q3 25 | $825.9M | $1.1B | ||
| Q2 25 | $852.1M | $294.0M | ||
| Q1 25 | $2.8B | $312.0M | ||
| Q4 24 | $2.1B | $306.0M | ||
| Q3 24 | $981.0M | $542.0M | ||
| Q2 24 | $1.1B | $282.0M |
总债务AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | — | $18.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $16.5B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSPPL
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $14.9B | ||
| Q3 25 | $6.4B | $14.4B | ||
| Q2 25 | $6.2B | $14.3B | ||
| Q1 25 | $5.9B | $14.3B | ||
| Q4 24 | $6.1B | $14.1B | ||
| Q3 24 | $6.1B | $14.1B | ||
| Q2 24 | $5.7B | $14.1B |
总资产AXSPPL
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $45.2B | ||
| Q3 25 | $34.3B | $43.9B | ||
| Q2 25 | $34.2B | $42.4B | ||
| Q1 25 | $33.2B | $41.8B | ||
| Q4 24 | $32.5B | $41.1B | ||
| Q3 24 | $32.7B | $40.5B | ||
| Q2 24 | $32.1B | $39.8B |
负债/权益比AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | — | 1.27× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | — | $548.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-614.0M |
| 自由现金流率自由现金流/营收 | — | -26.1% |
| 资本支出强度资本支出/营收 | — | 49.5% |
| 现金转化率经营现金流/净利润 | — | 2.06× |
| 过去12个月自由现金流最近4个季度 | — | $-1.4B |
8季度趋势，按日历期对齐
经营现金流AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $548.0M | ||
| Q3 25 | $673.8M | $966.0M | ||
| Q2 25 | $-1.7B | $602.0M | ||
| Q1 25 | $309.1M | $513.0M | ||
| Q4 24 | $355.5M | $511.0M | ||
| Q3 24 | $587.0M | $781.0M | ||
| Q2 24 | $518.1M | $766.0M |
自由现金流AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | — | $-614.0M | ||
| Q3 25 | — | $-179.0M | ||
| Q2 25 | — | $-328.0M | ||
| Q1 25 | — | $-280.0M | ||
| Q4 24 | — | $-349.0M | ||
| Q3 24 | — | $102.0M | ||
| Q2 24 | — | $96.0M |
自由现金流率AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | — | -26.1% | ||
| Q3 25 | — | -8.0% | ||
| Q2 25 | — | -16.1% | ||
| Q1 25 | — | -11.0% | ||
| Q4 24 | — | -15.9% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | — | 5.1% |
资本支出强度AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | — | 49.5% | ||
| Q3 25 | — | 51.2% | ||
| Q2 25 | — | 45.6% | ||
| Q1 25 | — | 31.2% | ||
| Q4 24 | — | 39.3% | ||
| Q3 24 | — | 32.7% | ||
| Q2 24 | — | 35.8% |
现金转化率AXSPPL
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.06× | ||
| Q3 25 | 2.23× | 3.04× | ||
| Q2 25 | -7.41× | 3.29× | ||
| Q1 25 | 1.59× | 1.24× | ||
| Q4 24 | 1.21× | 2.89× | ||
| Q3 24 | 3.25× | 3.65× | ||
| Q2 24 | 2.44× | 4.03× |
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
PPL
| Rhode Island Regulated | $539.0M | 23% |
| Other | $532.0M | 23% |
| Residential | $451.0M | 19% |
| Nonrelated Party | $425.0M | 18% |
| Transmission | $228.0M | 10% |
| Commercial | $117.0M | 5% |
| Wholesale Other | $23.0M | 1% |
| Industrial | $14.0M | 1% |
| Related Party | $13.0M | 1% |
| Wholesale Municipal | $6.0M | 0% |
