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AXIS CAPITAL HOLDINGS LTD（AXS）与希捷科技（STX）财务数据对比。点击上方公司名可切换其他公司
希捷科技的季度营收约是AXIS CAPITAL HOLDINGS LTD的1.8倍（$3.1B vs $1.7B），希捷科技净利率更高（24.0% vs 16.7%，领先7.3%），希捷科技同比增速更快（44.1% vs 17.8%），过去两年希捷科技的营收复合增速更高（28.4% vs 10.3%）
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。
希捷科技是全球知名的美国数据存储企业，1978年注册成立时名为舒加特科技，1979年正式开展业务，2010年起注册地变更为爱尔兰都柏林，运营总部设在美国加利福尼亚州弗里蒙特，面向全球市场提供专业的数据存储产品与解决方案。
AXS vs STX — 直观对比
营收规模更大
STX
是对方的1.8倍
$1.7B
营收增速更快
STX
高出26.2%
17.8%
净利率更高
STX
高出7.3%
16.7%
两年增速更快
STX
近两年复合增速
10.3%
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.7B | $3.1B |
| 净利润 | $289.6M | $748.0M |
| 毛利率 | — | 46.5% |
| 营业利润率 | 19.0% | 32.1% |
| 净利率 | 16.7% | 24.0% |
| 营收同比 | 17.8% | 44.1% |
| 净利润同比 | -1.4% | -23.8% |
| 每股收益（稀释后） | $3.63 | $3.27 |
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AXSSTX
| Q3 26 | — | $3.1B | ||
| Q1 26 | — | $2.8B | ||
| Q4 25 | $1.7B | $2.6B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | $2.4B | ||
| Q1 25 | $1.5B | $2.2B | ||
| Q4 24 | $1.5B | $2.3B | ||
| Q3 24 | $1.6B | $2.2B |
净利润AXSSTX
| Q3 26 | — | $748.0M | ||
| Q1 26 | — | $593.0M | ||
| Q4 25 | $289.6M | $549.0M | ||
| Q3 25 | $301.9M | — | ||
| Q2 25 | $223.4M | $488.0M | ||
| Q1 25 | $194.1M | $340.0M | ||
| Q4 24 | $293.6M | $336.0M | ||
| Q3 24 | $180.7M | $305.0M |
毛利率AXSSTX
| Q3 26 | — | 46.5% | ||
| Q1 26 | — | 41.6% | ||
| Q4 25 | — | 39.4% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 37.4% | ||
| Q1 25 | — | 35.2% | ||
| Q4 24 | — | 34.9% | ||
| Q3 24 | — | 32.9% |
营业利润率AXSSTX
| Q3 26 | — | 32.1% | ||
| Q1 26 | — | 29.8% | ||
| Q4 25 | 19.0% | 26.4% | ||
| Q3 25 | 22.1% | — | ||
| Q2 25 | 17.2% | 23.2% | ||
| Q1 25 | 15.5% | 20.0% | ||
| Q4 24 | 18.6% | 21.0% | ||
| Q3 24 | 14.2% | 18.6% |
净利率AXSSTX
| Q3 26 | — | 24.0% | ||
| Q1 26 | — | 21.0% | ||
| Q4 25 | 16.7% | 20.9% | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 13.7% | 20.0% | ||
| Q1 25 | 12.8% | 15.7% | ||
| Q4 24 | 20.0% | 14.5% | ||
| Q3 24 | 11.2% | 14.1% |
每股收益（稀释后）AXSSTX
| Q3 26 | — | $3.27 | ||
| Q1 26 | — | $2.60 | ||
| Q4 25 | $3.63 | $2.43 | ||
| Q3 25 | $3.74 | — | ||
| Q2 25 | $2.72 | $2.24 | ||
| Q1 25 | $2.26 | $1.57 | ||
| Q4 24 | $3.38 | $1.55 | ||
| Q3 24 | $2.04 | $1.41 |
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 | $820.3M | $1.1B |
| 总债务越低越好 | — | $3.9B |
| 股东权益账面价值 | $6.4B | — |
| 总资产 | $34.5B | $8.9B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXSSTX
| Q3 26 | — | $1.1B | ||
| Q1 26 | — | $1.0B | ||
| Q4 25 | $820.3M | $1.1B | ||
| Q3 25 | $825.9M | — | ||
| Q2 25 | $852.1M | $891.0M | ||
| Q1 25 | $2.8B | $814.0M | ||
| Q4 24 | $2.1B | $1.2B | ||
| Q3 24 | $981.0M | $1.2B |
总债务AXSSTX
| Q3 26 | — | $3.9B | ||
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — |
股东权益AXSSTX
| Q3 26 | — | — | ||
| Q1 26 | — | $459.0M | ||
| Q4 25 | $6.4B | $-63.0M | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.2B | $-453.0M | ||
| Q1 25 | $5.9B | $-829.0M | ||
| Q4 24 | $6.1B | $-1.1B | ||
| Q3 24 | $6.1B | $-1.3B |
总资产AXSSTX
| Q3 26 | — | $8.9B | ||
| Q1 26 | — | $8.7B | ||
| Q4 25 | $34.5B | $8.4B | ||
| Q3 25 | $34.3B | — | ||
| Q2 25 | $34.2B | $8.0B | ||
| Q1 25 | $33.2B | $7.6B | ||
| Q4 24 | $32.5B | $8.0B | ||
| Q3 24 | $32.7B | $8.0B |
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 | $630.4M | $2.4B |
| 自由现金流经营现金流 - 资本支出 | — | $953.0M |
| 自由现金流率自由现金流/营收 | — | 30.6% |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | 2.18× | 3.17× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXSSTX
| Q3 26 | — | $2.4B | ||
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $532.0M | ||
| Q3 25 | $673.8M | — | ||
| Q2 25 | $-1.7B | $508.0M | ||
| Q1 25 | $309.1M | $259.0M | ||
| Q4 24 | $355.5M | $221.0M | ||
| Q3 24 | $587.0M | $95.0M |
自由现金流AXSSTX
| Q3 26 | — | $953.0M | ||
| Q1 26 | — | — | ||
| Q4 25 | — | $427.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $425.0M | ||
| Q1 25 | — | $216.0M | ||
| Q4 24 | — | $150.0M | ||
| Q3 24 | — | $27.0M |
自由现金流率AXSSTX
| Q3 26 | — | 30.6% | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 16.2% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 17.4% | ||
| Q1 25 | — | 10.0% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | 1.2% |
资本支出强度AXSSTX
| Q3 26 | — | — | ||
| Q1 26 | — | — | ||
| Q4 25 | — | 4.0% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 2.0% | ||
| Q4 24 | — | 3.1% | ||
| Q3 24 | — | 3.1% |
现金转化率AXSSTX
| Q3 26 | — | 3.17× | ||
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 0.97× | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | -7.41× | 1.04× | ||
| Q1 25 | 1.59× | 0.76× | ||
| Q4 24 | 1.21× | 0.66× | ||
| Q3 24 | 3.25× | 0.31× |
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
| Reinsurance | $1.4B | 82% |
| Other | $311.3M | 18% |
STX
暂无分部数据
