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AXIS CAPITAL HOLDINGS LTD（AXS）与思佳讯（SWKS）财务数据对比。点击上方公司名可切换其他公司
AXIS CAPITAL HOLDINGS LTD的季度营收约是思佳讯的1.6倍（$1.6B vs $1.0B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 7.6%，领先7.9%），思佳讯同比增速更快（8.6% vs 8.0%），过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高（6.4% vs -0.5%）
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。
思佳讯是总部位于美国加利福尼亚州尔湾的半导体企业，公司股票在纳斯达克全球精选市场挂牌交易，股票代码为SWKS，同时也是标普500指数的成分股之一，在全球射频半导体领域拥有较高市场地位。
AXS vs SWKS — 直观对比
营收规模更大
AXS
是对方的1.6倍
$1.0B
营收增速更快
SWKS
高出0.6%
8.0%
净利率更高
AXS
高出7.9%
7.6%
两年增速更快
AXS
近两年复合增速
-0.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.0B |
| 净利润 | $254.8M | $79.2M |
| 毛利率 | — | 41.3% |
| 营业利润率 | 15.6% | 10.0% |
| 净利率 | 15.5% | 7.6% |
| 营收同比 | 8.0% | 8.6% |
| 净利润同比 | 31.3% | 15.3% |
| 每股收益（稀释后） | — | $0.53 |
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AXSSWKS
| Q1 26 | $1.6B | $1.0B | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $1.7B | — | ||
| Q2 25 | $1.6B | $965.0M | ||
| Q1 25 | $1.5B | $953.2M | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.6B | $1.0B | ||
| Q2 24 | $1.5B | $905.5M |
净利润AXSSWKS
| Q1 26 | $254.8M | $79.2M | ||
| Q4 25 | $289.6M | $141.4M | ||
| Q3 25 | $301.9M | — | ||
| Q2 25 | $223.4M | $105.0M | ||
| Q1 25 | $194.1M | $68.7M | ||
| Q4 24 | $293.6M | $162.0M | ||
| Q3 24 | $180.7M | $60.5M | ||
| Q2 24 | $212.0M | $120.9M |
毛利率AXSSWKS
| Q1 26 | — | 41.3% | ||
| Q4 25 | — | 40.7% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 41.6% | ||
| Q1 25 | — | 41.1% | ||
| Q4 24 | — | 41.4% | ||
| Q3 24 | — | 41.9% | ||
| Q2 24 | — | 40.2% |
营业利润率AXSSWKS
| Q1 26 | 15.6% | 10.0% | ||
| Q4 25 | 19.0% | 10.1% | ||
| Q3 25 | 22.1% | — | ||
| Q2 25 | 17.2% | 11.5% | ||
| Q1 25 | 15.5% | 10.2% | ||
| Q4 24 | 18.6% | 16.9% | ||
| Q3 24 | 14.2% | 5.8% | ||
| Q2 24 | 17.4% | 14.4% |
净利率AXSSWKS
| Q1 26 | 15.5% | 7.6% | ||
| Q4 25 | 16.7% | 12.9% | ||
| Q3 25 | 18.0% | — | ||
| Q2 25 | 13.7% | 10.9% | ||
| Q1 25 | 12.8% | 7.2% | ||
| Q4 24 | 20.0% | 15.2% | ||
| Q3 24 | 11.2% | 5.9% | ||
| Q2 24 | 14.6% | 13.4% |
每股收益（稀释后）AXSSWKS
| Q1 26 | — | $0.53 | ||
| Q4 25 | $3.63 | $0.95 | ||
| Q3 25 | $3.74 | — | ||
| Q2 25 | $2.72 | $0.70 | ||
| Q1 25 | $2.26 | $0.43 | ||
| Q4 24 | $3.38 | $1.00 | ||
| Q3 24 | $2.04 | $0.36 | ||
| Q2 24 | $2.40 | $0.75 |
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 | $1.6B |
| 总债务越低越好 | — | $496.6M |
| 股东权益账面价值 | $6.4B | $5.8B |
| 总资产 | $35.6B | $7.9B |
| 负债/权益比越低杠杆越低 | — | 0.09× |
8季度趋势，按日历期对齐
现金及短期投资AXSSWKS
| Q1 26 | $862.5M | $1.6B | ||
| Q4 25 | $820.3M | $1.4B | ||
| Q3 25 | $825.9M | — | ||
| Q2 25 | $852.1M | $1.3B | ||
| Q1 25 | $2.8B | $1.5B | ||
| Q4 24 | $2.1B | $1.7B | ||
| Q3 24 | $981.0M | $1.6B | ||
| Q2 24 | $1.1B | $1.3B |
总债务AXSSWKS
| Q1 26 | — | $496.6M | ||
| Q4 25 | — | $496.4M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $496.2M | ||
| Q1 25 | — | $995.1M | ||
| Q4 24 | — | $994.7M | ||
| Q3 24 | — | $994.3M | ||
| Q2 24 | — | $994.0M |
股东权益AXSSWKS
| Q1 26 | $6.4B | $5.8B | ||
| Q4 25 | $6.4B | $5.8B | ||
| Q3 25 | $6.4B | — | ||
| Q2 25 | $6.2B | $5.7B | ||
| Q1 25 | $5.9B | $5.9B | ||
| Q4 24 | $6.1B | $6.4B | ||
| Q3 24 | $6.1B | $6.3B | ||
| Q2 24 | $5.7B | $6.3B |
总资产AXSSWKS
| Q1 26 | $35.6B | $7.9B | ||
| Q4 25 | $34.5B | $7.9B | ||
| Q3 25 | $34.3B | — | ||
| Q2 25 | $34.2B | $7.7B | ||
| Q1 25 | $33.2B | $7.9B | ||
| Q4 24 | $32.5B | $8.3B | ||
| Q3 24 | $32.7B | $8.3B | ||
| Q2 24 | $32.1B | $8.2B |
负债/权益比AXSSWKS
| Q1 26 | — | 0.09× | ||
| Q4 25 | — | 0.09× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.16× | ||
| Q3 24 | — | 0.16× | ||
| Q2 24 | — | 0.16× |
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 | — | $395.5M |
| 自由现金流经营现金流 - 资本支出 | — | $339.0M |
| 自由现金流率自由现金流/营收 | — | 32.7% |
| 资本支出强度资本支出/营收 | — | 5.5% |
| 现金转化率经营现金流/净利润 | — | 4.99× |
| 过去12个月自由现金流最近4个季度 | — | $1.1B |
8季度趋势，按日历期对齐
经营现金流AXSSWKS
| Q1 26 | — | $395.5M | ||
| Q4 25 | $630.4M | $200.0M | ||
| Q3 25 | $673.8M | — | ||
| Q2 25 | $-1.7B | $314.2M | ||
| Q1 25 | $309.1M | $409.4M | ||
| Q4 24 | $355.5M | $377.2M | ||
| Q3 24 | $587.0M | $476.1M | ||
| Q2 24 | $518.1M | $273.4M |
自由现金流AXSSWKS
| Q1 26 | — | $339.0M | ||
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | $252.7M | ||
| Q1 25 | — | $370.9M | ||
| Q4 24 | — | $338.2M | ||
| Q3 24 | — | $393.3M | ||
| Q2 24 | — | $249.0M |
自由现金流率AXSSWKS
| Q1 26 | — | 32.7% | ||
| Q4 25 | — | 13.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 26.2% | ||
| Q1 25 | — | 38.9% | ||
| Q4 24 | — | 31.7% | ||
| Q3 24 | — | 38.4% | ||
| Q2 24 | — | 27.5% |
资本支出强度AXSSWKS
| Q1 26 | — | 5.5% | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 6.4% | ||
| Q1 25 | — | 4.0% | ||
| Q4 24 | — | 3.6% | ||
| Q3 24 | — | 8.1% | ||
| Q2 24 | — | 2.7% |
现金转化率AXSSWKS
| Q1 26 | — | 4.99× | ||
| Q4 25 | 2.18× | 1.41× | ||
| Q3 25 | 2.23× | — | ||
| Q2 25 | -7.41× | 2.99× | ||
| Q1 25 | 1.59× | 5.96× | ||
| Q4 24 | 1.21× | 2.33× | ||
| Q3 24 | 3.25× | 7.87× | ||
| Q2 24 | 2.44× | 2.26× |
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
SWKS
| Sales Channel Through Intermediary | $915.6M | 88% |
| Sales Channel Directly To Consumer | $119.8M | 12% |
