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AXIS CAPITAL HOLDINGS LTD（AXS）与RXO, Inc.（RXO）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RXO, Inc.的1.1倍（$1.6B vs $1.5B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs -3.1%，领先18.6%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs -11.9%），过去两年RXO, Inc.的营收复合增速更高（26.8% 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。
RXO是总部位于美国的头部运输及物流解决方案供应商，核心业务覆盖货运经纪、大件商品最后一公里配送、运输管理服务与全链路供应链优化支持，主要服务北美制造业、零售业及电商领域的客户。
AXS vs RXO — 直观对比
营收规模更大
AXS
是对方的1.1倍
$1.5B
营收增速更快
AXS
高出19.9%
-11.9%
净利率更高
AXS
高出18.6%
-3.1%
两年增速更快
RXO
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.5B |
| 净利润 | $254.8M | $-46.0M |
| 毛利率 | — | — |
| 营业利润率 | 15.6% | -2.9% |
| 净利率 | 15.5% | -3.1% |
| 营收同比 | 8.0% | -11.9% |
| 净利润同比 | 31.3% | -84.0% |
| 每股收益（稀释后） | — | $-0.28 |
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AXSRXO
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.5B | ||
| Q3 25 | $1.7B | $1.4B | ||
| Q2 25 | $1.6B | $1.4B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $930.0M |
净利润AXSRXO
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $-46.0M | ||
| Q3 25 | $301.9M | $-14.0M | ||
| Q2 25 | $223.4M | $-9.0M | ||
| Q1 25 | $194.1M | $-31.0M | ||
| Q4 24 | $293.6M | $-25.0M | ||
| Q3 24 | $180.7M | $-243.0M | ||
| Q2 24 | $212.0M | $-7.0M |
营业利润率AXSRXO
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | -2.9% | ||
| Q3 25 | 22.1% | -0.5% | ||
| Q2 25 | 17.2% | — | ||
| Q1 25 | 15.5% | -2.1% | ||
| Q4 24 | 18.6% | -1.4% | ||
| Q3 24 | 14.2% | -1.9% | ||
| Q2 24 | 17.4% | — |
净利率AXSRXO
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | -3.1% | ||
| Q3 25 | 18.0% | -1.0% | ||
| Q2 25 | 13.7% | -0.6% | ||
| Q1 25 | 12.8% | -2.2% | ||
| Q4 24 | 20.0% | -1.5% | ||
| Q3 24 | 11.2% | -23.4% | ||
| Q2 24 | 14.6% | -0.8% |
每股收益（稀释后）AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $-0.28 | ||
| Q3 25 | $3.74 | $-0.08 | ||
| Q2 25 | $2.72 | $-0.05 | ||
| Q1 25 | $2.26 | $-0.18 | ||
| Q4 24 | $3.38 | $-0.17 | ||
| Q3 24 | $2.04 | $-1.81 | ||
| Q2 24 | $2.40 | $-0.06 |
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 | $17.0M |
| 总债务越低越好 | — | $387.0M |
| 股东权益账面价值 | $6.4B | $1.5B |
| 总资产 | $35.6B | $3.3B |
| 负债/权益比越低杠杆越低 | — | 0.25× |
8季度趋势，按日历期对齐
现金及短期投资AXSRXO
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $17.0M | ||
| Q3 25 | $825.9M | $25.0M | ||
| Q2 25 | $852.1M | $18.0M | ||
| Q1 25 | $2.8B | $16.0M | ||
| Q4 24 | $2.1B | $35.0M | ||
| Q3 24 | $981.0M | $55.0M | ||
| Q2 24 | $1.1B | $7.0M |
总债务AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M |
股东权益AXSRXO
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $1.5B | ||
| Q3 25 | $6.4B | $1.6B | ||
| Q2 25 | $6.2B | $1.6B | ||
| Q1 25 | $5.9B | $1.6B | ||
| Q4 24 | $6.1B | $1.6B | ||
| Q3 24 | $6.1B | $1.7B | ||
| Q2 24 | $5.7B | $579.0M |
总资产AXSRXO
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $3.3B | ||
| Q3 25 | $34.3B | $3.2B | ||
| Q2 25 | $34.2B | $3.2B | ||
| Q1 25 | $33.2B | $3.3B | ||
| Q4 24 | $32.5B | $3.4B | ||
| Q3 24 | $32.7B | $3.4B | ||
| Q2 24 | $32.1B | $1.8B |
负债/权益比AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× |
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 | — | $7.0M |
| 自由现金流经营现金流 - 资本支出 | — | $-9.0M |
| 自由现金流率自由现金流/营收 | — | -0.6% |
| 资本支出强度资本支出/营收 | — | 1.1% |
| 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 | — | $-8.0M |
8季度趋势，按日历期对齐
经营现金流AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $7.0M | ||
| Q3 25 | $673.8M | $23.0M | ||
| Q2 25 | $-1.7B | $23.0M | ||
| Q1 25 | $309.1M | $-2.0M | ||
| Q4 24 | $355.5M | $-7.0M | ||
| Q3 24 | $587.0M | $-7.0M | ||
| Q2 24 | $518.1M | $-5.0M |
自由现金流AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | — | $-9.0M | ||
| Q3 25 | — | $9.0M | ||
| Q2 25 | — | $9.0M | ||
| Q1 25 | — | $-17.0M | ||
| Q4 24 | — | $-19.0M | ||
| Q3 24 | — | $-18.0M | ||
| Q2 24 | — | $-16.0M |
自由现金流率AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | — | -0.6% | ||
| Q3 25 | — | 0.6% | ||
| Q2 25 | — | 0.6% | ||
| Q1 25 | — | -1.2% | ||
| Q4 24 | — | -1.1% | ||
| Q3 24 | — | -1.7% | ||
| Q2 24 | — | -1.7% |
资本支出强度AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | — | 1.1% | ||
| Q3 25 | — | 1.0% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 1.0% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | — | 1.1% | ||
| Q2 24 | — | 1.2% |
现金转化率AXSRXO
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | — | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | -7.41× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 1.21× | — | ||
| Q3 24 | 3.25× | — | ||
| Q2 24 | 2.44× | — |
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
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
