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AXIS CAPITAL HOLDINGS LTD(AXS)与Worthington Steel, Inc.(WS)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Worthington Steel, Inc.的1.9倍($1.6B vs $871.9M),AXIS CAPITAL HOLDINGS LTD净利率更高(15.5% vs 2.2%,领先13.3%),Worthington Steel, Inc.同比增速更快(18.0% vs 8.0%),过去两年AXIS CAPITAL HOLDINGS LTD的营收复合增速更高(6.4% vs 3.9%)
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。
沃辛顿钢铁是总部位于美国俄亥俄州哥伦布市的工业制造企业,下设消费品和建筑建材两大业务板块,主营各类压力容器的设计与生产,覆盖丙烷、氧气、氦气储罐,制冷剂及工业气瓶,露营与民用气瓶,以及用于存储、处理、加热、扩容和流量控制的供水系统罐体等产品。
AXS vs WS — 直观对比
营收规模更大
AXS
是对方的1.9倍
$871.9M
营收增速更快
WS
高出10.0%
8.0%
净利率更高
AXS
高出13.3%
2.2%
两年增速更快
AXS
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $1.6B | $871.9M |
| 净利润 | $254.8M | $18.8M |
| 毛利率 | — | 10.7% |
| 营业利润率 | 15.6% | 2.5% |
| 净利率 | 15.5% | 2.2% |
| 营收同比 | 8.0% | 18.0% |
| 净利润同比 | 31.3% | 46.9% |
| 每股收益(稀释后) | — | $0.37 |
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
AXS
WS
| Q1 26 | $1.6B | — | ||
| Q4 25 | $1.7B | $871.9M | ||
| Q3 25 | $1.7B | $872.9M | ||
| Q2 25 | $1.6B | $832.9M | ||
| Q1 25 | $1.5B | $687.4M | ||
| Q4 24 | $1.5B | $739.0M | ||
| Q3 24 | $1.6B | $834.0M | ||
| Q2 24 | $1.5B | — |
净利润
AXS
WS
| Q1 26 | $254.8M | — | ||
| Q4 25 | $289.6M | $18.8M | ||
| Q3 25 | $301.9M | $36.8M | ||
| Q2 25 | $223.4M | $55.7M | ||
| Q1 25 | $194.1M | $13.8M | ||
| Q4 24 | $293.6M | $12.8M | ||
| Q3 24 | $180.7M | $28.4M | ||
| Q2 24 | $212.0M | — |
毛利率
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | 10.7% | ||
| Q3 25 | — | 13.2% | ||
| Q2 25 | — | 15.2% | ||
| Q1 25 | — | 11.8% | ||
| Q4 24 | — | 10.8% | ||
| Q3 24 | — | 12.0% | ||
| Q2 24 | — | — |
营业利润率
AXS
WS
| Q1 26 | 15.6% | — | ||
| Q4 25 | 19.0% | 2.5% | ||
| Q3 25 | 22.1% | 5.5% | ||
| Q2 25 | 17.2% | 8.0% | ||
| Q1 25 | 15.5% | 2.7% | ||
| Q4 24 | 18.6% | 2.6% | ||
| Q3 24 | 14.2% | 5.2% | ||
| Q2 24 | 17.4% | — |
净利率
AXS
WS
| Q1 26 | 15.5% | — | ||
| Q4 25 | 16.7% | 2.2% | ||
| Q3 25 | 18.0% | 4.2% | ||
| Q2 25 | 13.7% | 6.7% | ||
| Q1 25 | 12.8% | 2.0% | ||
| Q4 24 | 20.0% | 1.7% | ||
| Q3 24 | 11.2% | 3.4% | ||
| Q2 24 | 14.6% | — |
每股收益(稀释后)
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | $3.63 | $0.37 | ||
| Q3 25 | $3.74 | $0.72 | ||
| Q2 25 | $2.72 | $1.11 | ||
| Q1 25 | $2.26 | $0.27 | ||
| Q4 24 | $3.38 | $0.25 | ||
| Q3 24 | $2.04 | $0.56 | ||
| Q2 24 | $2.40 | — |
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 | $89.8M |
| 总债务越低越好 | — | $72.1M |
| 股东权益账面价值 | $6.4B | $1.1B |
| 总资产 | $35.6B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
AXS
WS
| Q1 26 | $862.5M | — | ||
| Q4 25 | $820.3M | $89.8M | ||
| Q3 25 | $825.9M | $78.3M | ||
| Q2 25 | $852.1M | $38.0M | ||
| Q1 25 | $2.8B | $63.3M | ||
| Q4 24 | $2.1B | $52.0M | ||
| Q3 24 | $981.0M | $36.0M | ||
| Q2 24 | $1.1B | — |
总债务
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | $72.1M | ||
| Q3 25 | — | $73.4M | ||
| Q2 25 | — | $151.5M | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $115.0M | ||
| Q3 24 | — | $122.2M | ||
| Q2 24 | — | — |
股东权益
AXS
WS
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.4B | $1.1B | ||
| Q3 25 | $6.4B | $1.1B | ||
| Q2 25 | $6.2B | $1.1B | ||
| Q1 25 | $5.9B | $1.0B | ||
| Q4 24 | $6.1B | $1.0B | ||
| Q3 24 | $6.1B | $1.0B | ||
| Q2 24 | $5.7B | — |
总资产
AXS
WS
| Q1 26 | $35.6B | — | ||
| Q4 25 | $34.5B | $2.1B | ||
| Q3 25 | $34.3B | $2.2B | ||
| Q2 25 | $34.2B | $2.0B | ||
| Q1 25 | $33.2B | $1.8B | ||
| Q4 24 | $32.5B | $1.7B | ||
| Q3 24 | $32.7B | $1.8B | ||
| Q2 24 | $32.1B | — |
负债/权益比
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | 0.06× | ||
| Q3 25 | — | 0.07× | ||
| Q2 25 | — | 0.14× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.11× | ||
| Q3 24 | — | 0.12× | ||
| Q2 24 | — | — |
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 | — | $99.3M |
| 自由现金流经营现金流 - 资本支出 | — | $74.6M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 5.28× |
| 过去12个月自由现金流最近4个季度 | — | $72.5M |
8季度趋势,按日历期对齐
经营现金流
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | $630.4M | $99.3M | ||
| Q3 25 | $673.8M | $-6.3M | ||
| Q2 25 | $-1.7B | $53.9M | ||
| Q1 25 | $309.1M | $53.8M | ||
| Q4 24 | $355.5M | $68.0M | ||
| Q3 24 | $587.0M | $54.6M | ||
| Q2 24 | $518.1M | — |
自由现金流
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | $74.6M | ||
| Q3 25 | — | $-35.7M | ||
| Q2 25 | — | $8.4M | ||
| Q1 25 | — | $25.2M | ||
| Q4 24 | — | $33.2M | ||
| Q3 24 | — | $33.1M | ||
| Q2 24 | — | — |
自由现金流率
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | 8.6% | ||
| Q3 25 | — | -4.1% | ||
| Q2 25 | — | 1.0% | ||
| Q1 25 | — | 3.7% | ||
| Q4 24 | — | 4.5% | ||
| Q3 24 | — | 4.0% | ||
| Q2 24 | — | — |
资本支出强度
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | — | 2.8% | ||
| Q3 25 | — | 3.4% | ||
| Q2 25 | — | 5.5% | ||
| Q1 25 | — | 4.2% | ||
| Q4 24 | — | 4.7% | ||
| Q3 24 | — | 2.6% | ||
| Q2 24 | — | — |
现金转化率
AXS
WS
| Q1 26 | — | — | ||
| Q4 25 | 2.18× | 5.28× | ||
| Q3 25 | 2.23× | -0.17× | ||
| Q2 25 | -7.41× | 0.97× | ||
| Q1 25 | 1.59× | 3.90× | ||
| Q4 24 | 1.21× | 5.31× | ||
| Q3 24 | 3.25× | 1.92× | ||
| 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
WS
| Direct | $844.1M | 97% |
| Toll | $27.8M | 3% |