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AXIS CAPITAL HOLDINGS LTD（AXS）与瑞思迈（RMD）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是瑞思迈的1.2倍（$1.6B vs $1.4B），瑞思迈净利率更高（27.6% vs 15.5%，领先12.1%），瑞思迈同比增速更快（11.0% vs 8.0%），过去两年瑞思迈的营收复合增速更高（7.8% 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。
瑞思迈是一家起源于澳大利亚、总部位于美国加利福尼亚州圣迭戈的医疗设备企业，主打可接入云端的呼吸类医疗设备，用于治疗睡眠呼吸暂停、慢性阻塞性肺病等呼吸道疾病，新冠疫情期间曾大量生产呼吸机等设备助力患者救治。
AXS vs RMD — 直观对比
营收规模更大
AXS
是对方的1.2倍
$1.4B
营收增速更快
RMD
高出3.0%
8.0%
净利率更高
RMD
高出12.1%
15.5%
两年增速更快
RMD
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.4B |
| 净利润 | $254.8M | $392.6M |
| 毛利率 | — | 61.8% |
| 营业利润率 | 15.6% | 34.6% |
| 净利率 | 15.5% | 27.6% |
| 营收同比 | 8.0% | 11.0% |
| 净利润同比 | 31.3% | 13.9% |
| 每股收益（稀释后） | — | $2.68 |
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AXSRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $1.6B | $1.4B | ||
| Q4 25 | $1.7B | $1.4B | ||
| Q3 25 | $1.7B | $1.3B | ||
| Q2 25 | $1.6B | $1.3B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.2B |
净利润AXSRMD
| Q2 26 | — | $392.6M | ||
| Q1 26 | $254.8M | $398.7M | ||
| Q4 25 | $289.6M | $392.6M | ||
| Q3 25 | $301.9M | $348.5M | ||
| Q2 25 | $223.4M | $379.7M | ||
| Q1 25 | $194.1M | $365.0M | ||
| Q4 24 | $293.6M | $344.6M | ||
| Q3 24 | $180.7M | $311.4M |
毛利率AXSRMD
| Q2 26 | — | 61.8% | ||
| Q1 26 | — | 62.2% | ||
| Q4 25 | — | 61.8% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 60.8% | ||
| Q1 25 | — | 59.3% | ||
| Q4 24 | — | 58.6% | ||
| Q3 24 | — | 58.6% |
营业利润率AXSRMD
| Q2 26 | — | 34.6% | ||
| Q1 26 | 15.6% | 34.9% | ||
| Q4 25 | 19.0% | 34.6% | ||
| Q3 25 | 22.1% | 33.4% | ||
| Q2 25 | 17.2% | 33.7% | ||
| Q1 25 | 15.5% | 33.0% | ||
| Q4 24 | 18.6% | 32.5% | ||
| Q3 24 | 14.2% | 31.6% |
净利率AXSRMD
| Q2 26 | — | 27.6% | ||
| Q1 26 | 15.5% | 27.9% | ||
| Q4 25 | 16.7% | 27.6% | ||
| Q3 25 | 18.0% | 26.1% | ||
| Q2 25 | 13.7% | 28.2% | ||
| Q1 25 | 12.8% | 28.3% | ||
| Q4 24 | 20.0% | 26.9% | ||
| Q3 24 | 11.2% | 25.4% |
每股收益（稀释后）AXSRMD
| Q2 26 | — | $2.68 | ||
| Q1 26 | — | $2.74 | ||
| Q4 25 | $3.63 | $2.68 | ||
| Q3 25 | $3.74 | $2.37 | ||
| Q2 25 | $2.72 | $2.58 | ||
| Q1 25 | $2.26 | $2.48 | ||
| Q4 24 | $3.38 | $2.34 | ||
| Q3 24 | $2.04 | $2.11 |
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 | $1.4B |
| 总债务越低越好 | — | $663.8M |
| 股东权益账面价值 | $6.4B | $6.3B |
| 总资产 | $35.6B | $8.5B |
| 负债/权益比越低杠杆越低 | — | 0.11× |
8季度趋势，按日历期对齐
现金及短期投资AXSRMD
| Q2 26 | — | $1.4B | ||
| Q1 26 | $862.5M | $1.7B | ||
| Q4 25 | $820.3M | $1.4B | ||
| Q3 25 | $825.9M | $1.4B | ||
| Q2 25 | $852.1M | $1.2B | ||
| Q1 25 | $2.8B | $932.7M | ||
| Q4 24 | $2.1B | $521.9M | ||
| Q3 24 | $981.0M | $426.4M |
总债务AXSRMD
| Q2 26 | — | $663.8M | ||
| Q1 26 | — | $664.1M | ||
| Q4 25 | — | $403.9M | ||
| Q3 25 | — | $408.7M | ||
| Q2 25 | — | $658.4M | ||
| Q1 25 | — | $663.1M | ||
| Q4 24 | — | $662.9M | ||
| Q3 24 | — | $667.6M |
股东权益AXSRMD
| Q2 26 | — | $6.3B | ||
| Q1 26 | $6.4B | $6.5B | ||
| Q4 25 | $6.4B | $6.3B | ||
| Q3 25 | $6.4B | $6.1B | ||
| Q2 25 | $6.2B | $6.0B | ||
| Q1 25 | $5.9B | $5.5B | ||
| Q4 24 | $6.1B | $5.3B | ||
| Q3 24 | $6.1B | $5.2B |
总资产AXSRMD
| Q2 26 | — | $8.5B | ||
| Q1 26 | $35.6B | $8.8B | ||
| Q4 25 | $34.5B | $8.5B | ||
| Q3 25 | $34.3B | $8.3B | ||
| Q2 25 | $34.2B | $8.2B | ||
| Q1 25 | $33.2B | $7.6B | ||
| Q4 24 | $32.5B | $7.1B | ||
| Q3 24 | $32.7B | $7.2B |
负债/权益比AXSRMD
| Q2 26 | — | 0.11× | ||
| Q1 26 | — | 0.10× | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.11× | ||
| Q1 25 | — | 0.12× | ||
| Q4 24 | — | 0.13× | ||
| Q3 24 | — | 0.13× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
