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AXIS CAPITAL HOLDINGS LTD（AXS）与Toast, Inc.（TOST）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Toast, Inc.的1.0倍（$1.6B vs $1.6B），AXIS CAPITAL HOLDINGS LTD净利率更高（15.5% vs 6.2%，领先9.3%），Toast, Inc.同比增速更快（22.0% vs 8.0%），过去两年Toast, Inc.的营收复合增速更高（23.3% 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。
Toast, Inc.是总部位于美国马萨诸塞州波士顿的云餐饮管理软件企业，主打基于安卓操作系统研发的一体化销售点（POS）系统，可为餐饮商家提供涵盖收银、订单管理等在内的全场景门店经营解决方案。
AXS vs TOST — 直观对比
营收规模更大
AXS
是对方的1.0倍
$1.6B
营收增速更快
TOST
高出14.1%
8.0%
净利率更高
AXS
高出9.3%
6.2%
两年增速更快
TOST
近两年复合增速
6.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.6B | $1.6B |
| 净利润 | $254.8M | $101.0M |
| 毛利率 | — | 25.9% |
| 营业利润率 | 15.6% | 5.2% |
| 净利率 | 15.5% | 6.2% |
| 营收同比 | 8.0% | 22.0% |
| 净利润同比 | 31.3% | 215.6% |
| 每股收益（稀释后） | — | $0.18 |
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AXSTOST
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $1.6B | ||
| Q3 25 | $1.7B | $1.6B | ||
| Q2 25 | $1.6B | $1.6B | ||
| Q1 25 | $1.5B | $1.3B | ||
| Q4 24 | $1.5B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.5B | $1.2B |
净利润AXSTOST
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $101.0M | ||
| Q3 25 | $301.9M | $105.0M | ||
| Q2 25 | $223.4M | $80.0M | ||
| Q1 25 | $194.1M | $56.0M | ||
| Q4 24 | $293.6M | $32.0M | ||
| Q3 24 | $180.7M | $56.0M | ||
| Q2 24 | $212.0M | $14.0M |
毛利率AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | — | 25.9% | ||
| Q3 25 | — | 26.5% | ||
| Q2 25 | — | 25.3% | ||
| Q1 25 | — | 25.9% | ||
| Q4 24 | — | 24.9% | ||
| Q3 24 | — | 24.7% | ||
| Q2 24 | — | 23.0% |
营业利润率AXSTOST
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 5.2% | ||
| Q3 25 | 22.1% | 5.1% | ||
| Q2 25 | 17.2% | 5.2% | ||
| Q1 25 | 15.5% | 3.2% | ||
| Q4 24 | 18.6% | 2.5% | ||
| Q3 24 | 14.2% | 2.6% | ||
| Q2 24 | 17.4% | 0.4% |
净利率AXSTOST
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 6.2% | ||
| Q3 25 | 18.0% | 6.4% | ||
| Q2 25 | 13.7% | 5.2% | ||
| Q1 25 | 12.8% | 4.2% | ||
| Q4 24 | 20.0% | 2.4% | ||
| Q3 24 | 11.2% | 4.3% | ||
| Q2 24 | 14.6% | 1.1% |
每股收益（稀释后）AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $0.18 | ||
| Q3 25 | $3.74 | $0.16 | ||
| Q2 25 | $2.72 | $0.13 | ||
| Q1 25 | $2.26 | $0.09 | ||
| Q4 24 | $3.38 | $0.09 | ||
| Q3 24 | $2.04 | $0.07 | ||
| Q2 24 | $2.40 | $0.02 |
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 | $1.4B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $6.4B | $2.1B |
| 总资产 | $35.6B | $3.1B |
| 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AXSTOST
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $1.4B | ||
| Q3 25 | $825.9M | $1.4B | ||
| Q2 25 | $852.1M | $1.2B | ||
| Q1 25 | $2.8B | $1.0B | ||
| Q4 24 | $2.1B | $903.0M | ||
| Q3 24 | $981.0M | $761.0M | ||
| Q2 24 | $1.1B | $691.0M |
股东权益AXSTOST
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $2.1B | ||
| Q3 25 | $6.4B | $2.0B | ||
| Q2 25 | $6.2B | $1.8B | ||
| Q1 25 | $5.9B | $1.7B | ||
| Q4 24 | $6.1B | $1.5B | ||
| Q3 24 | $6.1B | $1.4B | ||
| Q2 24 | $5.7B | $1.3B |
总资产AXSTOST
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $3.1B | ||
| Q3 25 | $34.3B | $3.0B | ||
| Q2 25 | $34.2B | $2.8B | ||
| Q1 25 | $33.2B | $2.6B | ||
| Q4 24 | $32.5B | $2.4B | ||
| Q3 24 | $32.7B | $2.2B | ||
| Q2 24 | $32.1B | $2.2B |
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 | — | $194.0M |
| 自由现金流经营现金流 - 资本支出 | — | $178.0M |
| 自由现金流率自由现金流/营收 | — | 10.9% |
| 资本支出强度资本支出/营收 | — | 1.0% |
| 现金转化率经营现金流/净利润 | — | 1.92× |
| 过去12个月自由现金流最近4个季度 | — | $608.0M |
8季度趋势，按日历期对齐
经营现金流AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $194.0M | ||
| Q3 25 | $673.8M | $165.0M | ||
| Q2 25 | $-1.7B | $223.0M | ||
| Q1 25 | $309.1M | $79.0M | ||
| Q4 24 | $355.5M | $147.0M | ||
| Q3 24 | $587.0M | $109.0M | ||
| Q2 24 | $518.1M | $124.0M |
自由现金流AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | — | $178.0M | ||
| Q3 25 | — | $153.0M | ||
| Q2 25 | — | $208.0M | ||
| Q1 25 | — | $69.0M | ||
| Q4 24 | — | $134.0M | ||
| Q3 24 | — | $97.0M | ||
| Q2 24 | — | $108.0M |
自由现金流率AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | — | 9.4% | ||
| Q2 25 | — | 13.4% | ||
| Q1 25 | — | 5.2% | ||
| Q4 24 | — | 10.0% | ||
| Q3 24 | — | 7.4% | ||
| Q2 24 | — | 8.7% |
资本支出强度AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | — | 1.0% | ||
| Q3 25 | — | 0.7% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 0.7% | ||
| Q4 24 | — | 1.0% | ||
| Q3 24 | — | 0.9% | ||
| Q2 24 | — | 1.3% |
现金转化率AXSTOST
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 1.92× | ||
| Q3 25 | 2.23× | 1.57× | ||
| Q2 25 | -7.41× | 2.79× | ||
| Q1 25 | 1.59× | 1.41× | ||
| Q4 24 | 1.21× | 4.59× | ||
| Q3 24 | 3.25× | 1.95× | ||
| Q2 24 | 2.44× | 8.86× |
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
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
