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AXIS CAPITAL HOLDINGS LTD（AXS）与RUSH ENTERPRISES INC \TX\（RUSHA）财务数据对比。点击上方公司名可切换其他公司
RUSH ENTERPRISES INC \TX\的季度营收约是AXIS CAPITAL HOLDINGS LTD的1.0倍（$1.7B vs $1.6B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 3.7%，领先11.8%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs -9.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs -6.8%）
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。
Rush Enterprises是总部位于美国得克萨斯州新布朗费尔斯的商用车经销商，核心业务是通过旗下Rush Truck Centers销售全新及二手卡车。2019年该公司在全美20个州运营超200家卡车中心，在加拿大设有14个网点，2020年入选财富500强榜单。
AXS vs RUSHA — 直观对比
营收规模更大
RUSHA
是对方的1.0倍
$1.6B
营收增速更快
AXS
高出17.0%
-9.0%
净利率更高
AXS
高出11.8%
3.7%
两年增速更快
AXS
近两年复合增速
-6.8%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.7B |
| 净利润 | $254.8M | $61.7M |
| 毛利率 | — | 20.4% |
| 营业利润率 | 15.6% | 4.9% |
| 净利率 | 15.5% | 3.7% |
| 营收同比 | 8.0% | -9.0% |
| 净利润同比 | 31.3% | 1.8% |
| 每股收益（稀释后） | — | $0.77 |
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AXSRUSHA
| Q1 26 | $1.6B | $1.7B | ||
| Q4 25 | $1.7B | $1.7B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.6B | $1.8B | ||
| Q1 25 | $1.5B | $1.8B | ||
| Q4 24 | $1.5B | $1.9B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.5B | $1.9B |
净利润AXSRUSHA
| Q1 26 | $254.8M | $61.7M | ||
| Q4 25 | $289.6M | $64.3M | ||
| Q3 25 | $301.9M | $66.7M | ||
| Q2 25 | $223.4M | $72.4M | ||
| Q1 25 | $194.1M | $60.3M | ||
| Q4 24 | $293.6M | $74.8M | ||
| Q3 24 | $180.7M | $79.1M | ||
| Q2 24 | $212.0M | $78.7M |
毛利率AXSRUSHA
| Q1 26 | — | 20.4% | ||
| Q4 25 | — | 20.8% | ||
| Q3 25 | — | 21.0% | ||
| Q2 25 | — | 20.7% | ||
| Q1 25 | — | 20.3% | ||
| Q4 24 | — | 19.3% | ||
| Q3 24 | — | 21.0% | ||
| Q2 24 | — | 20.2% |
营业利润率AXSRUSHA
| Q1 26 | 15.6% | 4.9% | ||
| Q4 25 | 19.0% | 5.5% | ||
| Q3 25 | 22.1% | 5.6% | ||
| Q2 25 | 17.2% | 6.0% | ||
| Q1 25 | 15.5% | 5.2% | ||
| Q4 24 | 18.6% | 5.8% | ||
| Q3 24 | 14.2% | 6.7% | ||
| Q2 24 | 17.4% | 6.4% |
净利率AXSRUSHA
| Q1 26 | 15.5% | 3.7% | ||
| Q4 25 | 16.7% | 3.8% | ||
| Q3 25 | 18.0% | 3.7% | ||
| Q2 25 | 13.7% | 3.9% | ||
| Q1 25 | 12.8% | 3.4% | ||
| Q4 24 | 20.0% | 3.9% | ||
| Q3 24 | 11.2% | 4.4% | ||
| Q2 24 | 14.6% | 4.1% |
每股收益（稀释后）AXSRUSHA
| Q1 26 | — | $0.77 | ||
| Q4 25 | $3.63 | $0.81 | ||
| Q3 25 | $3.74 | $0.83 | ||
| Q2 25 | $2.72 | $0.90 | ||
| Q1 25 | $2.26 | $0.73 | ||
| Q4 24 | $3.38 | $-95.13 | ||
| Q3 24 | $2.04 | $0.97 | ||
| Q2 24 | $2.40 | $97.00 |
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 | — |
| 总债务越低越好 | — | $277.8M |
| 股东权益账面价值 | $6.4B | $2.3B |
| 总资产 | $35.6B | $4.5B |
| 负债/权益比越低杠杆越低 | — | 0.12× |
8季度趋势，按日历期对齐
现金及短期投资AXSRUSHA
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $212.6M | ||
| Q3 25 | $825.9M | $242.0M | ||
| Q2 25 | $852.1M | $211.1M | ||
| Q1 25 | $2.8B | $228.7M | ||
| Q4 24 | $2.1B | $228.1M | ||
| Q3 24 | $981.0M | $185.1M | ||
| Q2 24 | $1.1B | $167.3M |
总债务AXSRUSHA
| Q1 26 | — | $277.8M | ||
| Q4 25 | — | $274.8M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $408.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXSRUSHA
| Q1 26 | $6.4B | $2.3B | ||
| Q4 25 | $6.4B | $2.2B | ||
| Q3 25 | $6.4B | $2.2B | ||
| Q2 25 | $6.2B | $2.2B | ||
| Q1 25 | $5.9B | $2.2B | ||
| Q4 24 | $6.1B | $2.1B | ||
| Q3 24 | $6.1B | $2.1B | ||
| Q2 24 | $5.7B | $2.0B |
总资产AXSRUSHA
| Q1 26 | $35.6B | $4.5B | ||
| Q4 25 | $34.5B | $4.4B | ||
| Q3 25 | $34.3B | $4.6B | ||
| Q2 25 | $34.2B | $4.7B | ||
| Q1 25 | $33.2B | $4.7B | ||
| Q4 24 | $32.5B | $4.6B | ||
| Q3 24 | $32.7B | $4.6B | ||
| Q2 24 | $32.1B | $4.5B |
负债/权益比AXSRUSHA
| Q1 26 | — | 0.12× | ||
| Q4 25 | — | 0.12× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.19× | ||
| 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 | — | — |
| 自由现金流经营现金流 - 资本支出 | — | $411.6M |
| 自由现金流率自由现金流/营收 | — | 24.4% |
| 资本支出强度资本支出/营收 | — | 2.0% |
| 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 | — | $828.4M |
8季度趋势，按日历期对齐
经营现金流AXSRUSHA
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $112.9M | ||
| Q3 25 | $673.8M | $367.8M | ||
| Q2 25 | $-1.7B | $227.6M | ||
| Q1 25 | $309.1M | $153.5M | ||
| Q4 24 | $355.5M | $392.3M | ||
| Q3 24 | $587.0M | $111.7M | ||
| Q2 24 | $518.1M | $270.6M |
自由现金流AXSRUSHA
| Q1 26 | — | $411.6M | ||
| Q4 25 | — | $31.9M | ||
| Q3 25 | — | $271.2M | ||
| Q2 25 | — | $113.8M | ||
| Q1 25 | — | $45.1M | ||
| Q4 24 | — | $263.5M | ||
| Q3 24 | — | $-20.0M | ||
| Q2 24 | — | $177.2M |
自由现金流率AXSRUSHA
| Q1 26 | — | 24.4% | ||
| Q4 25 | — | 1.9% | ||
| Q3 25 | — | 15.2% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 2.6% | ||
| Q4 24 | — | 13.7% | ||
| Q3 24 | — | -1.1% | ||
| Q2 24 | — | 9.1% |
资本支出强度AXSRUSHA
| Q1 26 | — | 2.0% | ||
| Q4 25 | — | 4.8% | ||
| Q3 25 | — | 5.4% | ||
| Q2 25 | — | 6.2% | ||
| Q1 25 | — | 6.2% | ||
| Q4 24 | — | 6.7% | ||
| Q3 24 | — | 7.3% | ||
| Q2 24 | — | 4.8% |
现金转化率AXSRUSHA
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 1.75× | ||
| Q3 25 | 2.23× | 5.51× | ||
| Q2 25 | -7.41× | 3.14× | ||
| Q1 25 | 1.59× | 2.55× | ||
| Q4 24 | 1.21× | 5.25× | ||
| Q3 24 | 3.25× | 1.41× | ||
| Q2 24 | 2.44× | 3.44× |
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
RUSHA
| New and used commercial vehicle sales | $955.1M | 57% |
| Aftermarket products and services sales | $627.2M | 37% |
| Lease and rental sales | $92.3M | 5% |
| Finance and insurance | $5.6M | 0% |
