vs
ProFrac Holding Corp.（ACDC）とAxon Enterprise（AXON）の財務データ比較。上の社名をクリックして会社を切り替えられます
Axon Enterpriseの直近四半期売上が大きい（$796.7M vs $436.5M、ProFrac Holding Corp.の約1.8倍）。Axon Enterpriseの純利益率が高く（0.3% vs -33.2%、差は33.5%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs -4.0%）。Axon Enterpriseの直近四半期フリーキャッシュフローが多い（$155.4M vs $12.9M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs -13.4%）
ProFrac Holding Corp.は北米を拠点とする大手エネルギーサービス企業で、石油・ガスの上流探査・生産事業者向けに水圧破砕、坑井完成工事及び関連支援サービスを提供しています。主な顧客は米国とカナダの主要な陸上シェール・在来型炭化水素産出盆地で事業を展開する事業者です。
アクソン・エンタープライズは米国アリゾナ州スコッツデールに本社を置く企業で、軍隊、法執行機関、一般消費者向けに武器や技術関連製品の開発を手がけています。公共安全、国防、民生分野のそれぞれのニーズに応じた製品を提供している点が特徴です。
ACDC vs AXON — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $436.5M | $796.7M |
| 純利益 | $-144.7M | $2.7M |
| 粗利率 | — | 57.9% |
| 営業利益率 | -24.9% | -6.3% |
| 純利益率 | -33.2% | 0.3% |
| 売上前年比 | -4.0% | 38.9% |
| 純利益前年比 | -37.8% | -98.0% |
| EPS（希薄化後） | $-0.83 | $0.02 |
緑 = その指標でリード。会計年度がずれている場合は期間が異なる場合あり
8四半期 売上・利益トレンド
並べて比較する四半期履歴。決算期がずれていても暦四半期で整列
| Q4 25 | $436.5M | $796.7M | ||
| Q3 25 | $403.1M | $710.6M | ||
| Q2 25 | $501.9M | $668.5M | ||
| Q1 25 | $600.3M | $603.6M | ||
| Q4 24 | $454.7M | $573.4M | ||
| Q3 24 | $575.3M | $544.3M | ||
| Q2 24 | $579.4M | $504.1M | ||
| Q1 24 | $581.5M | $460.7M |
| Q4 25 | $-144.7M | $2.7M | ||
| Q3 25 | $-100.9M | $-2.2M | ||
| Q2 25 | $-105.9M | $36.1M | ||
| Q1 25 | $-17.5M | $88.0M | ||
| Q4 24 | $-105.0M | $136.0M | ||
| Q3 24 | $-45.2M | $67.0M | ||
| Q2 24 | $-66.7M | $40.8M | ||
| Q1 24 | $1.8M | $133.2M |
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 60.1% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 60.5% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.3% | ||
| Q1 24 | — | 56.4% |
| Q4 25 | -24.9% | -6.3% | ||
| Q3 25 | -19.5% | -0.3% | ||
| Q2 25 | -10.8% | -0.2% | ||
| Q1 25 | 2.7% | -1.5% | ||
| Q4 24 | -10.3% | -2.6% | ||
| Q3 24 | -0.7% | 4.4% | ||
| Q2 24 | -8.5% | 6.5% | ||
| Q1 24 | 6.9% | 3.5% |
| Q4 25 | -33.2% | 0.3% | ||
| Q3 25 | -25.0% | -0.3% | ||
| Q2 25 | -21.1% | 5.4% | ||
| Q1 25 | -2.9% | 14.6% | ||
| Q4 24 | -23.1% | 23.7% | ||
| Q3 24 | -7.9% | 12.3% | ||
| Q2 24 | -11.5% | 8.1% | ||
| Q1 24 | 0.3% | 28.9% |
| Q4 25 | $-0.83 | $0.02 | ||
| Q3 25 | $-0.60 | $-0.03 | ||
| Q2 25 | $-0.67 | $0.44 | ||
| Q1 25 | $-0.12 | $1.08 | ||
| Q4 24 | $-0.67 | $1.68 | ||
| Q3 24 | $-0.29 | $0.86 | ||
| Q2 24 | $-0.42 | $0.53 | ||
| Q1 24 | $0.00 | $1.73 |
貸借対照表と財務力
直近四半期の流動性・レバレッジ・純資産のスナップショット
| 指標 | | |
|---|---|---|
| 現金・短期投資手元流動性 | $22.9M | $1.7B |
| 総負債低いほど良い | $832.7M | $1.8B |
| 株主資本純資産 | $717.5M | $3.2B |
| 総資産 | $2.6B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 1.16× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $22.9M | $1.7B | ||
| Q3 25 | $58.0M | $2.4B | ||
| Q2 25 | $26.0M | $2.1B | ||
| Q1 25 | $16.0M | $2.2B | ||
| Q4 24 | $14.8M | $788.1M | ||
| Q3 24 | $25.5M | $1.0B | ||
| Q2 24 | $24.0M | $968.9M | ||
| Q1 24 | $28.3M | $964.1M |
| Q4 25 | $832.7M | $1.8B | ||
| Q3 25 | $907.0M | $2.0B | ||
| Q2 25 | $941.9M | $2.0B | ||
| Q1 25 | $967.9M | $2.0B | ||
| Q4 24 | $936.1M | $680.3M | ||
| Q3 24 | $986.7M | — | ||
| Q2 24 | $1.0B | — | ||
| Q1 24 | $895.1M | — |
| Q4 25 | $717.5M | $3.2B | ||
| Q3 25 | $862.0M | $3.0B | ||
| Q2 25 | $875.5M | $2.7B | ||
| Q1 25 | $988.1M | $2.6B | ||
| Q4 24 | $1.0B | $2.3B | ||
| Q3 24 | $1.1B | $2.1B | ||
| Q2 24 | $1.1B | $1.9B | ||
| Q1 24 | $1.2B | $1.8B |
| Q4 25 | $2.6B | $7.0B | ||
| Q3 25 | $2.7B | $6.7B | ||
| Q2 25 | $2.8B | $6.2B | ||
| Q1 25 | $3.0B | $6.1B | ||
| Q4 24 | $3.0B | $4.5B | ||
| Q3 24 | $3.1B | $4.0B | ||
| Q2 24 | $3.2B | $3.7B | ||
| Q1 24 | $3.0B | $3.6B |
| Q4 25 | 1.16× | 0.56× | ||
| Q3 25 | 1.05× | 0.66× | ||
| Q2 25 | 1.08× | 0.73× | ||
| Q1 25 | 0.98× | 0.79× | ||
| Q4 24 | 0.93× | 0.29× | ||
| Q3 24 | 0.90× | — | ||
| Q2 24 | 0.88× | — | ||
| Q1 24 | 0.74× | — |
キャッシュフローと資本効率
再投資後に実際に生み出すキャッシュ。純利益より操作が難しい
| 指標 | | |
|---|---|---|
| 営業キャッシュフロー直近四半期 | $49.5M | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $12.9M | $155.4M |
| FCFマージンFCF / 売上 | 3.0% | 19.5% |
| 設備投資強度設備投資 / 売上 | 8.4% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | — | 79.14× |
| 直近12ヶ月FCF直近4四半期 | $19.6M | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.5M | $217.2M | ||
| Q3 25 | $900.0K | $60.0M | ||
| Q2 25 | $100.4M | $-91.7M | ||
| Q1 25 | $38.7M | $25.8M | ||
| Q4 24 | $76.5M | $250.2M | ||
| Q3 24 | $98.2M | $91.3M | ||
| Q2 24 | $113.5M | $82.8M | ||
| Q1 24 | $79.1M | $-15.9M |
| Q4 25 | $12.9M | $155.4M | ||
| Q3 25 | $-33.4M | $33.4M | ||
| Q2 25 | $53.9M | $-114.7M | ||
| Q1 25 | $-13.8M | $932.0K | ||
| Q4 24 | $13.3M | $225.4M | ||
| Q3 24 | $28.2M | $64.8M | ||
| Q2 24 | $51.6M | $71.4M | ||
| Q1 24 | $19.2M | $-32.1M |
| Q4 25 | 3.0% | 19.5% | ||
| Q3 25 | -8.3% | 4.7% | ||
| Q2 25 | 10.7% | -17.2% | ||
| Q1 25 | -2.3% | 0.2% | ||
| Q4 24 | 2.9% | 39.3% | ||
| Q3 24 | 4.9% | 11.9% | ||
| Q2 24 | 8.9% | 14.2% | ||
| Q1 24 | 3.3% | -7.0% |
| Q4 25 | 8.4% | 7.8% | ||
| Q3 25 | 8.5% | 3.7% | ||
| Q2 25 | 9.3% | 3.4% | ||
| Q1 25 | 8.7% | 4.1% | ||
| Q4 24 | 13.9% | 4.3% | ||
| Q3 24 | 12.2% | 4.9% | ||
| Q2 24 | 10.7% | 2.2% | ||
| Q1 24 | 10.3% | 3.5% |
| Q4 25 | — | 79.14× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -2.54× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 1.36× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | 43.94× | -0.12× |
財務フロー比較
売上 → 粗利 → 営業利益 → 純利益のサンキー図
セグメント別売上内訳
ACDC
| Services | $385.6M | 88% |
| Products | $50.9M | 12% |
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
