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AXIS CAPITAL HOLDINGS LTD（AXS）与SERVICE CORP INTERNATIONAL（SCI）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SERVICE CORP INTERNATIONAL的1.5倍（$1.6B vs $1.1B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 14.3%，领先1.2%），AXIS CAPITAL HOLDINGS LTD同比增速更快（8.0% vs 1.7%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs 3.1%）
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。
国际配送服务有限公司（IDS）是英国邮政及快递服务提供商，2013年由英国政府设立，作为皇家邮政的控股母公司，多数股权随后在伦敦证券交易所公开发售，当时政府保留30%股份。截至2025年4月，该公司由丹尼尔·克雷廷斯基旗下捷克EP集团持有运营。
AXS vs SCI — 直观对比
营收规模更大
AXS
是对方的1.5倍
$1.1B
营收增速更快
AXS
高出6.3%
1.7%
净利率更高
AXS
高出1.2%
14.3%
两年增速更快
AXS
近两年复合增速
3.1%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.1B |
| 净利润 | $254.8M | $159.4M |
| 毛利率 | — | 28.0% |
| 营业利润率 | 15.6% | 24.8% |
| 净利率 | 15.5% | 14.3% |
| 营收同比 | 8.0% | 1.7% |
| 净利润同比 | 31.3% | 5.3% |
| 每股收益（稀释后） | — | $1.13 |
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AXSSCI
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | $1.1B | ||
| Q2 25 | $1.6B | $1.1B | ||
| Q1 25 | $1.5B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $1.0B |
净利润AXSSCI
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $159.4M | ||
| Q3 25 | $301.9M | $117.5M | ||
| Q2 25 | $223.4M | $122.9M | ||
| Q1 25 | $194.1M | $142.9M | ||
| Q4 24 | $293.6M | $151.4M | ||
| Q3 24 | $180.7M | $117.8M | ||
| Q2 24 | $212.0M | $118.2M |
毛利率AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | 28.0% | ||
| Q3 25 | — | 25.1% | ||
| Q2 25 | — | 25.5% | ||
| Q1 25 | — | 27.1% | ||
| Q4 24 | — | 28.0% | ||
| Q3 24 | — | 24.9% | ||
| Q2 24 | — | 24.9% |
营业利润率AXSSCI
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 24.8% | ||
| Q3 25 | 22.1% | 21.4% | ||
| Q2 25 | 17.2% | 21.1% | ||
| Q1 25 | 15.5% | 23.4% | ||
| Q4 24 | 18.6% | 24.0% | ||
| Q3 24 | 14.2% | 20.9% | ||
| Q2 24 | 17.4% | 21.4% |
净利率AXSSCI
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 14.3% | ||
| Q3 25 | 18.0% | 11.1% | ||
| Q2 25 | 13.7% | 11.5% | ||
| Q1 25 | 12.8% | 13.3% | ||
| Q4 24 | 20.0% | 13.8% | ||
| Q3 24 | 11.2% | 11.6% | ||
| Q2 24 | 14.6% | 11.4% |
每股收益（稀释后）AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $1.13 | ||
| Q3 25 | $3.74 | $0.83 | ||
| Q2 25 | $2.72 | $0.86 | ||
| Q1 25 | $2.26 | $0.98 | ||
| Q4 24 | $3.38 | $1.02 | ||
| Q3 24 | $2.04 | $0.81 | ||
| Q2 24 | $2.40 | $0.81 |
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 | $243.6M |
| 总债务越低越好 | — | $5.1B |
| 股东权益账面价值 | $6.4B | $1.6B |
| 总资产 | $35.6B | $18.7B |
| 负债/权益比越低杠杆越低 | — | 3.10× |
8季度趋势，按日历期对齐
现金及短期投资AXSSCI
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $243.6M | ||
| Q3 25 | $825.9M | $241.3M | ||
| Q2 25 | $852.1M | $255.4M | ||
| Q1 25 | $2.8B | $227.2M | ||
| Q4 24 | $2.1B | $218.8M | ||
| Q3 24 | $981.0M | $185.4M | ||
| Q2 24 | $1.1B | $184.4M |
总债务AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B |
股东权益AXSSCI
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $1.6B | ||
| Q3 25 | $6.4B | $1.6B | ||
| Q2 25 | $6.2B | $1.6B | ||
| Q1 25 | $5.9B | $1.7B | ||
| Q4 24 | $6.1B | $1.7B | ||
| Q3 24 | $6.1B | $1.6B | ||
| Q2 24 | $5.7B | $1.5B |
总资产AXSSCI
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $18.7B | ||
| Q3 25 | $34.3B | $18.4B | ||
| Q2 25 | $34.2B | $18.0B | ||
| Q1 25 | $33.2B | $17.3B | ||
| Q4 24 | $32.5B | $17.4B | ||
| Q3 24 | $32.7B | $17.4B | ||
| Q2 24 | $32.1B | $16.8B |
负债/权益比AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | 3.10× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | 3.19× | ||
| Q1 25 | — | 2.87× | ||
| Q4 24 | — | 2.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 3.05× |
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 | — | $212.9M |
| 自由现金流经营现金流 - 资本支出 | — | $87.2M |
| 自由现金流率自由现金流/营收 | — | 7.8% |
| 资本支出强度资本支出/营收 | — | 11.3% |
| 现金转化率经营现金流/净利润 | — | 1.34× |
| 过去12个月自由现金流最近4个季度 | — | $554.2M |
8季度趋势，按日历期对齐
经营现金流AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $212.9M | ||
| Q3 25 | $673.8M | $252.3M | ||
| Q2 25 | $-1.7B | $166.4M | ||
| Q1 25 | $309.1M | $311.1M | ||
| Q4 24 | $355.5M | $264.1M | ||
| Q3 24 | $587.0M | $263.8M | ||
| Q2 24 | $518.1M | $196.9M |
自由现金流AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | $87.2M | ||
| Q3 25 | — | $150.7M | ||
| Q2 25 | — | $83.4M | ||
| Q1 25 | — | $233.0M | ||
| Q4 24 | — | $151.8M | ||
| Q3 24 | — | $162.8M | ||
| Q2 24 | — | $100.8M |
自由现金流率AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 14.2% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 21.7% | ||
| Q4 24 | — | 13.9% | ||
| Q3 24 | — | 16.1% | ||
| Q2 24 | — | 9.7% |
资本支出强度AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | — | 11.3% | ||
| Q3 25 | — | 9.6% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 7.3% | ||
| Q4 24 | — | 10.3% | ||
| Q3 24 | — | 10.0% | ||
| Q2 24 | — | 9.3% |
现金转化率AXSSCI
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 1.34× | ||
| Q3 25 | 2.23× | 2.15× | ||
| Q2 25 | -7.41× | 1.35× | ||
| Q1 25 | 1.59× | 2.18× | ||
| Q4 24 | 1.21× | 1.75× | ||
| Q3 24 | 3.25× | 2.24× | ||
| Q2 24 | 2.44× | 1.67× |
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
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
