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AXIS CAPITAL HOLDINGS LTD（AXS）与RPM INTERNATIONAL INC（RPM）财务数据对比。点击上方公司名可切换其他公司
RPM INTERNATIONAL INC的季度营收约是AXIS CAPITAL HOLDINGS LTD的1.2倍（$1.9B vs $1.6B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 8.4%，领先7.1%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 3.5%），过去两年RPM INTERNATIONAL INC的营收复合增速更高（12.0% 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。
BVS娱乐前身为Saban制作、Saban国际及Saban娱乐，是华特迪士尼公司旗下子公司。1980年4月24日由哈伊姆·萨班与舒基·利维创立，最初主营音乐制作，后逐步转向电视节目制作发行业务，最为知名的是为Fox Family/ABC Family及已停播的Fox Kids、Jetix频道制作发行儿童节目。
AXS vs RPM — 直观对比
营收规模更大
RPM
是对方的1.2倍
$1.6B
营收增速更快
AXS
高出4.5%
3.5%
净利率更高
AXS
高出7.1%
8.4%
两年增速更快
RPM
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.9B |
| 净利润 | $254.8M | $161.2M |
| 毛利率 | — | 40.8% |
| 营业利润率 | 15.6% | 11.0% |
| 净利率 | 15.5% | 8.4% |
| 营收同比 | 8.0% | 3.5% |
| 净利润同比 | 31.3% | -12.0% |
| 每股收益（稀释后） | — | $1.26 |
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AXSRPM
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.9B | ||
| Q3 25 | $1.7B | $2.1B | ||
| Q2 25 | $1.6B | $2.1B | ||
| Q1 25 | $1.5B | $1.5B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.6B | $2.0B | ||
| Q2 24 | $1.5B | $2.0B |
净利润AXSRPM
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $161.2M | ||
| Q3 25 | $301.9M | $227.6M | ||
| Q2 25 | $223.4M | $225.8M | ||
| Q1 25 | $194.1M | $52.0M | ||
| Q4 24 | $293.6M | $183.2M | ||
| Q3 24 | $180.7M | $227.7M | ||
| Q2 24 | $212.0M | $180.6M |
毛利率AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 40.8% | ||
| Q3 25 | — | 42.3% | ||
| Q2 25 | — | 42.4% | ||
| Q1 25 | — | 38.4% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 42.5% | ||
| Q2 24 | — | 41.4% |
营业利润率AXSRPM
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 11.0% | ||
| Q3 25 | 22.1% | 14.1% | ||
| Q2 25 | 17.2% | 11.9% | ||
| Q1 25 | 15.5% | 2.8% | ||
| Q4 24 | 18.6% | 11.5% | ||
| Q3 24 | 14.2% | 14.8% | ||
| Q2 24 | 17.4% | 11.9% |
净利率AXSRPM
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 8.4% | ||
| Q3 25 | 18.0% | 10.8% | ||
| Q2 25 | 13.7% | 10.8% | ||
| Q1 25 | 12.8% | 3.5% | ||
| Q4 24 | 20.0% | 9.9% | ||
| Q3 24 | 11.2% | 11.6% | ||
| Q2 24 | 14.6% | 9.0% |
每股收益（稀释后）AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $1.26 | ||
| Q3 25 | $3.74 | $1.77 | ||
| Q2 25 | $2.72 | $1.76 | ||
| Q1 25 | $2.26 | $0.40 | ||
| Q4 24 | $3.38 | $1.42 | ||
| Q3 24 | $2.04 | $1.77 | ||
| Q2 24 | $2.40 | $1.40 |
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 | $316.6M |
| 总债务越低越好 | — | $2.5B |
| 股东权益账面价值 | $6.4B | $3.1B |
| 总资产 | $35.6B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.80× |
8季度趋势，按日历期对齐
现金及短期投资AXSRPM
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $316.6M | ||
| Q3 25 | $825.9M | $297.1M | ||
| Q2 25 | $852.1M | $302.1M | ||
| Q1 25 | $2.8B | $241.9M | ||
| Q4 24 | $2.1B | $268.7M | ||
| Q3 24 | $981.0M | $231.6M | ||
| Q2 24 | $1.1B | $237.4M |
总债务AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $2.5B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.6B | ||
| Q1 25 | — | $2.1B | ||
| Q4 24 | — | $2.0B | ||
| Q3 24 | — | $2.0B | ||
| Q2 24 | — | $2.0B |
股东权益AXSRPM
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $3.1B | ||
| Q3 25 | $6.4B | $3.1B | ||
| Q2 25 | $6.2B | $2.9B | ||
| Q1 25 | $5.9B | $2.7B | ||
| Q4 24 | $6.1B | $2.7B | ||
| Q3 24 | $6.1B | $2.6B | ||
| Q2 24 | $5.7B | $2.5B |
总资产AXSRPM
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $7.9B | ||
| Q3 25 | $34.3B | $7.9B | ||
| Q2 25 | $34.2B | $7.8B | ||
| Q1 25 | $33.2B | $6.6B | ||
| Q4 24 | $32.5B | $6.7B | ||
| Q3 24 | $32.7B | $6.6B | ||
| Q2 24 | $32.1B | $6.6B |
负债/权益比AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 0.80× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.91× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.77× | ||
| Q2 24 | — | 0.79× |
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 | — | $345.7M |
| 自由现金流经营现金流 - 资本支出 | — | $296.4M |
| 自由现金流率自由现金流/营收 | — | 15.5% |
| 资本支出强度资本支出/营收 | — | 2.6% |
| 现金转化率经营现金流/净利润 | — | 2.14× |
| 过去12个月自由现金流最近4个季度 | — | $582.9M |
8季度趋势，按日历期对齐
经营现金流AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $345.7M | ||
| Q3 25 | $673.8M | $237.5M | ||
| Q2 25 | $-1.7B | $149.2M | ||
| Q1 25 | $309.1M | $91.5M | ||
| Q4 24 | $355.5M | $279.4M | ||
| Q3 24 | $587.0M | $248.1M | ||
| Q2 24 | $518.1M | $181.2M |
自由现金流AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | $296.4M | ||
| Q3 25 | — | $175.0M | ||
| Q2 25 | — | $78.2M | ||
| Q1 25 | — | $33.3M | ||
| Q4 24 | — | $229.5M | ||
| Q3 24 | — | $197.3M | ||
| Q2 24 | — | $105.3M |
自由现金流率AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 15.5% | ||
| Q3 25 | — | 8.3% | ||
| Q2 25 | — | 3.8% | ||
| Q1 25 | — | 2.3% | ||
| Q4 24 | — | 12.4% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 5.2% |
资本支出强度AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | — | 3.0% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 3.9% | ||
| Q4 24 | — | 2.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | 3.8% |
现金转化率AXSRPM
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 2.14× | ||
| Q3 25 | 2.23× | 1.04× | ||
| Q2 25 | -7.41× | 0.66× | ||
| Q1 25 | 1.59× | 1.76× | ||
| Q4 24 | 1.21× | 1.53× | ||
| Q3 24 | 3.25× | 1.09× | ||
| Q2 24 | 2.44× | 1.00× |
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
RPM
| Construction Products Group Segment | $737.4M | 39% |
| Consumer Segment | $638.6M | 33% |
| Performance Coatings Group Segment | $533.8M | 28% |
