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AFFILIATED MANAGERS GROUP, INC.（AMG）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 $556.6M、AFFILIATED MANAGERS GROUP, INC.の約1.4倍）。AFFILIATED MANAGERS GROUP, INC.の純利益率が高く（62.4% vs 0.3%、差は62.1%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 6.2%）。AFFILIATED MANAGERS GROUP, INC.の直近四半期フリーキャッシュフローが多い（$254.5M vs $155.4M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 5.5%）
Affiliated Managers Group（略称AMG）は1993年に創業した米国の金融サービス会社で、本社はフロリダ州ウェストパームビーチに所在している。同社株はニューヨーク証券取引所に上場し、ティッカーコードはAMGで、S&P400米国中堅企業指数の構成銘柄の一つでもある。
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。
AMG vs AXON — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $556.6M | $796.7M |
| 純利益 | $347.5M | $2.7M |
| 粗利率 | — | 57.9% |
| 営業利益率 | 94.4% | -6.3% |
| 純利益率 | 62.4% | 0.3% |
| 売上前年比 | 6.2% | 38.9% |
| 純利益前年比 | 114.2% | -98.0% |
| EPS（希薄化後） | $10.87 | $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 | $556.6M | $796.7M | ||
| Q3 25 | $528.0M | $710.6M | ||
| Q2 25 | $493.2M | $668.5M | ||
| Q1 25 | $496.6M | $603.6M | ||
| Q4 24 | $524.3M | $573.4M | ||
| Q3 24 | $516.4M | $544.3M | ||
| Q2 24 | $500.3M | $504.1M | ||
| Q1 24 | $499.9M | $460.7M |
| Q4 25 | $347.5M | $2.7M | ||
| Q3 25 | $212.4M | $-2.2M | ||
| Q2 25 | $84.3M | $36.1M | ||
| Q1 25 | $72.4M | $88.0M | ||
| Q4 24 | $162.2M | $136.0M | ||
| Q3 24 | $123.6M | $67.0M | ||
| Q2 24 | $76.0M | $40.8M | ||
| Q1 24 | $149.8M | $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 | 94.4% | -6.3% | ||
| Q3 25 | 68.7% | -0.3% | ||
| Q2 25 | 34.8% | -0.2% | ||
| Q1 25 | 25.5% | -1.5% | ||
| Q4 24 | 52.2% | -2.6% | ||
| Q3 24 | 42.0% | 4.4% | ||
| Q2 24 | 35.6% | 6.5% | ||
| Q1 24 | 50.8% | 3.5% |
| Q4 25 | 62.4% | 0.3% | ||
| Q3 25 | 40.2% | -0.3% | ||
| Q2 25 | 17.1% | 5.4% | ||
| Q1 25 | 14.6% | 14.6% | ||
| Q4 24 | 30.9% | 23.7% | ||
| Q3 24 | 23.9% | 12.3% | ||
| Q2 24 | 15.2% | 8.1% | ||
| Q1 24 | 30.0% | 28.9% |
| Q4 25 | $10.87 | $0.02 | ||
| Q3 25 | $6.87 | $-0.03 | ||
| Q2 25 | $2.80 | $0.44 | ||
| Q1 25 | $2.20 | $1.08 | ||
| Q4 24 | $4.95 | $1.68 | ||
| Q3 24 | $3.78 | $0.86 | ||
| Q2 24 | $2.26 | $0.53 | ||
| Q1 24 | $4.14 | $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 | $586.0M | $1.7B |
| 総負債低いほど良い | $2.7B | $1.8B |
| 株主資本純資産 | $3.2B | $3.2B |
| 総資産 | $9.2B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.83× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $586.0M | $1.7B | ||
| Q3 25 | $476.1M | $2.4B | ||
| Q2 25 | $361.0M | $2.1B | ||
| Q1 25 | $816.5M | $2.2B | ||
| Q4 24 | $950.0M | $788.1M | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $865.5M | $968.9M | ||
| Q1 24 | $793.4M | $964.1M |
| Q4 25 | $2.7B | $1.8B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.6B | $2.0B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.6B | $680.3M | ||
| Q3 24 | $2.6B | — | ||
| Q2 24 | $2.5B | — | ||
| Q1 24 | $2.5B | — |
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.3B | $3.0B | ||
| Q2 25 | $3.2B | $2.7B | ||
| Q1 25 | $3.2B | $2.6B | ||
| Q4 24 | $3.3B | $2.3B | ||
| Q3 24 | $3.3B | $2.1B | ||
| Q2 24 | $3.3B | $1.9B | ||
| Q1 24 | $3.6B | $1.8B |
| Q4 25 | $9.2B | $7.0B | ||
| Q3 25 | $8.9B | $6.7B | ||
| Q2 25 | $8.8B | $6.2B | ||
| Q1 25 | $8.7B | $6.1B | ||
| Q4 24 | $8.8B | $4.5B | ||
| Q3 24 | $8.9B | $4.0B | ||
| Q2 24 | $8.8B | $3.7B | ||
| Q1 24 | $9.0B | $3.6B |
| Q4 25 | 0.83× | 0.56× | ||
| Q3 25 | 0.71× | 0.66× | ||
| Q2 25 | 0.81× | 0.73× | ||
| Q1 25 | 0.82× | 0.79× | ||
| Q4 24 | 0.78× | 0.29× | ||
| Q3 24 | 0.79× | — | ||
| Q2 24 | 0.76× | — | ||
| Q1 24 | 0.70× | — |
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 | $256.4M | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $254.5M | $155.4M |
| FCFマージンFCF / 売上 | 45.7% | 19.5% |
| 設備投資強度設備投資 / 売上 | 0.3% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 0.74× | 79.14× |
| 直近12ヶ月FCF直近4四半期 | $967.1M | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $256.4M | $217.2M | ||
| Q3 25 | $277.1M | $60.0M | ||
| Q2 25 | $230.8M | $-91.7M | ||
| Q1 25 | $208.9M | $25.8M | ||
| Q4 24 | $212.5M | $250.2M | ||
| Q3 24 | $265.2M | $91.3M | ||
| Q2 24 | $245.2M | $82.8M | ||
| Q1 24 | $209.2M | $-15.9M |
| Q4 25 | $254.5M | $155.4M | ||
| Q3 25 | $275.9M | $33.4M | ||
| Q2 25 | $229.4M | $-114.7M | ||
| Q1 25 | $207.3M | $932.0K | ||
| Q4 24 | $211.4M | $225.4M | ||
| Q3 24 | $264.5M | $64.8M | ||
| Q2 24 | $244.6M | $71.4M | ||
| Q1 24 | $208.2M | $-32.1M |
| Q4 25 | 45.7% | 19.5% | ||
| Q3 25 | 52.3% | 4.7% | ||
| Q2 25 | 46.5% | -17.2% | ||
| Q1 25 | 41.7% | 0.2% | ||
| Q4 24 | 40.3% | 39.3% | ||
| Q3 24 | 51.2% | 11.9% | ||
| Q2 24 | 48.9% | 14.2% | ||
| Q1 24 | 41.6% | -7.0% |
| Q4 25 | 0.3% | 7.8% | ||
| Q3 25 | 0.2% | 3.7% | ||
| Q2 25 | 0.3% | 3.4% | ||
| Q1 25 | 0.3% | 4.1% | ||
| Q4 24 | 0.2% | 4.3% | ||
| Q3 24 | 0.1% | 4.9% | ||
| Q2 24 | 0.1% | 2.2% | ||
| Q1 24 | 0.2% | 3.5% |
| Q4 25 | 0.74× | 79.14× | ||
| Q3 25 | 1.30× | — | ||
| Q2 25 | 2.74× | -2.54× | ||
| Q1 25 | 2.89× | 0.29× | ||
| Q4 24 | 1.31× | 1.84× | ||
| Q3 24 | 2.15× | 1.36× | ||
| Q2 24 | 3.23× | 2.03× | ||
| Q1 24 | 1.40× | -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
AMG
セグメントデータなし
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
