vs
Affirm Holdings, Inc.（AFRM）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 $401.4M、Affirm Holdings, Inc.の約2.0倍）。Affirm Holdings, Inc.の純利益率が高く（32.3% vs 0.3%、差は31.9%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 32.5%）。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 $118.0M）。過去8四半期でAffirm Holdings, Inc.の売上複合成長率が高い（43.5% vs 31.5%）
アファーム・ホールディングスは米国の金融テクノロジー企業で、購入時ローンや後払い決済サービス（BNPL）を提供しています。PayPal共同創業者のマックス・レフチンが2012年に設立した米国最大のBNPL事業者で、2025年現在利用者数は約2600万人、年間決済処理額は370億米ドルに上ります。
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。
AFRM vs AXON — 直接比較
損益計算書 — Q2 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $401.4M | $796.7M |
| 純利益 | $129.6M | $2.7M |
| 粗利率 | — | 57.9% |
| 営業利益率 | 29.3% | -6.3% |
| 純利益率 | 32.3% | 0.3% |
| 売上前年比 | 32.5% | 38.9% |
| 純利益前年比 | 61.3% | -98.0% |
| EPS（希薄化後） | $0.37 | $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 | $401.4M | $796.7M | ||
| Q3 25 | $320.5M | $710.6M | ||
| Q2 25 | $306.6M | $668.5M | ||
| Q1 25 | $272.5M | $603.6M | ||
| Q4 24 | $303.0M | $573.4M | ||
| Q3 24 | $231.8M | $544.3M | ||
| Q2 24 | $224.0M | $504.1M | ||
| Q1 24 | $195.0M | $460.7M |
| Q4 25 | $129.6M | $2.7M | ||
| Q3 25 | $80.7M | $-2.2M | ||
| Q2 25 | $69.2M | $36.1M | ||
| Q1 25 | $2.8M | $88.0M | ||
| Q4 24 | $80.4M | $136.0M | ||
| Q3 24 | $-100.2M | $67.0M | ||
| Q2 24 | $-45.1M | $40.8M | ||
| Q1 24 | $-133.9M | $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 | 29.3% | -6.3% | ||
| Q3 25 | 19.9% | -0.3% | ||
| Q2 25 | 18.9% | -0.2% | ||
| Q1 25 | -3.1% | -1.5% | ||
| Q4 24 | -1.4% | -2.6% | ||
| Q3 24 | -57.2% | 4.4% | ||
| Q2 24 | -32.8% | 6.5% | ||
| Q1 24 | -82.5% | 3.5% |
| Q4 25 | 32.3% | 0.3% | ||
| Q3 25 | 25.2% | -0.3% | ||
| Q2 25 | 22.6% | 5.4% | ||
| Q1 25 | 1.0% | 14.6% | ||
| Q4 24 | 26.5% | 23.7% | ||
| Q3 24 | -43.2% | 12.3% | ||
| Q2 24 | -20.2% | 8.1% | ||
| Q1 24 | -68.7% | 28.9% |
| Q4 25 | $0.37 | $0.02 | ||
| Q3 25 | $0.23 | $-0.03 | ||
| Q2 25 | $0.22 | $0.44 | ||
| Q1 25 | $0.01 | $1.08 | ||
| Q4 24 | $0.23 | $1.68 | ||
| Q3 24 | $-0.31 | $0.86 | ||
| Q2 24 | $-0.13 | $0.53 | ||
| Q1 24 | $-0.43 | $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 | $1.5B | $1.7B |
| 総負債低いほど良い | $9.0B | $1.8B |
| 株主資本純資産 | $3.5B | $3.2B |
| 総資産 | $13.0B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 2.54× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.5B | $1.7B | ||
| Q3 25 | $1.4B | $2.4B | ||
| Q2 25 | $1.4B | $2.1B | ||
| Q1 25 | $1.4B | $2.2B | ||
| Q4 24 | $1.2B | $788.1M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $1.0B | $968.9M | ||
| Q1 24 | $1.3B | $964.1M |
| Q4 25 | $9.0B | $1.8B | ||
| Q3 25 | $7.7B | $2.0B | ||
| Q2 25 | $7.6B | $2.0B | ||
| Q1 25 | $7.1B | $2.0B | ||
| Q4 24 | $7.3B | $680.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.5B | $3.2B | ||
| Q3 25 | $3.3B | $3.0B | ||
| Q2 25 | $3.1B | $2.7B | ||
| Q1 25 | $2.9B | $2.6B | ||
| Q4 24 | $2.8B | $2.3B | ||
| Q3 24 | $2.8B | $2.1B | ||
| Q2 24 | $2.7B | $1.9B | ||
| Q1 24 | $2.6B | $1.8B |
| Q4 25 | $13.0B | $7.0B | ||
| Q3 25 | $11.5B | $6.7B | ||
| Q2 25 | $11.2B | $6.2B | ||
| Q1 25 | $10.4B | $6.1B | ||
| Q4 24 | $10.5B | $4.5B | ||
| Q3 24 | $10.1B | $4.0B | ||
| Q2 24 | $9.5B | $3.7B | ||
| Q1 24 | $9.2B | $3.6B |
| Q4 25 | 2.54× | 0.56× | ||
| Q3 25 | 2.35× | 0.66× | ||
| Q2 25 | 2.48× | 0.73× | ||
| Q1 25 | 2.49× | 0.79× | ||
| Q4 24 | 2.62× | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | 0.67× | — | ||
| Q1 24 | — | — |
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 | $173.7M | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $118.0M | $155.4M |
| FCFマージンFCF / 売上 | 29.4% | 19.5% |
| 設備投資強度設備投資 / 売上 | 13.9% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 1.34× | 79.14× |
| 直近12ヶ月FCF直近4四半期 | $619.1M | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $173.7M | $217.2M | ||
| Q3 25 | $374.6M | $60.0M | ||
| Q2 25 | $74.6M | $-91.7M | ||
| Q1 25 | $210.4M | $25.8M | ||
| Q4 24 | $312.0M | $250.2M | ||
| Q3 24 | $196.9M | $91.3M | ||
| Q2 24 | $68.8M | $82.8M | ||
| Q1 24 | $208.2M | $-15.9M |
| Q4 25 | $118.0M | $155.4M | ||
| Q3 25 | $320.2M | $33.4M | ||
| Q2 25 | $23.5M | $-114.7M | ||
| Q1 25 | $157.4M | $932.0K | ||
| Q4 24 | $268.1M | $225.4M | ||
| Q3 24 | $152.7M | $64.8M | ||
| Q2 24 | $30.5M | $71.4M | ||
| Q1 24 | $161.7M | $-32.1M |
| Q4 25 | 29.4% | 19.5% | ||
| Q3 25 | 99.9% | 4.7% | ||
| Q2 25 | 7.7% | -17.2% | ||
| Q1 25 | 57.7% | 0.2% | ||
| Q4 24 | 88.5% | 39.3% | ||
| Q3 24 | 65.9% | 11.9% | ||
| Q2 24 | 13.6% | 14.2% | ||
| Q1 24 | 82.9% | -7.0% |
| Q4 25 | 13.9% | 7.8% | ||
| Q3 25 | 17.0% | 3.7% | ||
| Q2 25 | 16.7% | 3.4% | ||
| Q1 25 | 19.5% | 4.1% | ||
| Q4 24 | 14.5% | 4.3% | ||
| Q3 24 | 19.0% | 4.9% | ||
| Q2 24 | 17.1% | 2.2% | ||
| Q1 24 | 23.8% | 3.5% |
| Q4 25 | 1.34× | 79.14× | ||
| Q3 25 | 4.64× | — | ||
| Q2 25 | 1.08× | -2.54× | ||
| Q1 25 | 75.03× | 0.29× | ||
| Q4 24 | 3.88× | 1.84× | ||
| Q3 24 | — | 1.36× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | — | -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
AFRM
| Merchant Network | $328.4M | 82% |
| Virtual Card Network | $73.0M | 18% |
| Commercial Agreement Amazon | $1.9M | 0% |
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
