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Academy Sports & Outdoors, Inc.（ASO）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
Academy Sports & Outdoors, Inc.の直近四半期売上が大きい（$1.4B vs $796.7M、Axon Enterpriseの約1.7倍）。Academy Sports & Outdoors, Inc.の純利益率が高く（5.2% vs 0.3%、差は4.8%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 3.0%）。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 $-13.6M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs -12.2%）
Academy Sports & Outdoorsはアメリカの大手スポーツ・アウトドア用品小売チェーンで、本社はテキサス州ハリス郡に所在します。74年間にわたりゴックマン家が所有する非公開企業でしたが、2011年にKKRに買収され、2020年10月にナスダックに上場しました。
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。
ASO vs AXON — 直接比較
損益計算書 — Q3 FY2026 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $1.4B | $796.7M |
| 純利益 | $71.6M | $2.7M |
| 粗利率 | 35.7% | 57.9% |
| 営業利益率 | 7.3% | -6.3% |
| 純利益率 | 5.2% | 0.3% |
| 売上前年比 | 3.0% | 38.9% |
| 純利益前年比 | 8.8% | -98.0% |
| EPS（希薄化後） | $1.05 | $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 | $1.4B | $796.7M | ||
| Q3 25 | $1.6B | $710.6M | ||
| Q2 25 | $1.4B | $668.5M | ||
| Q1 25 | $1.7B | $603.6M | ||
| Q4 24 | $1.3B | $573.4M | ||
| Q3 24 | $1.5B | $544.3M | ||
| Q2 24 | $1.4B | $504.1M | ||
| Q1 24 | $1.8B | $460.7M |
| Q4 25 | $71.6M | $2.7M | ||
| Q3 25 | $125.4M | $-2.2M | ||
| Q2 25 | $46.1M | $36.1M | ||
| Q1 25 | $133.6M | $88.0M | ||
| Q4 24 | $65.8M | $136.0M | ||
| Q3 24 | $142.6M | $67.0M | ||
| Q2 24 | $76.5M | $40.8M | ||
| Q1 24 | $168.2M | $133.2M |
| Q4 25 | 35.7% | 57.9% | ||
| Q3 25 | 36.0% | 60.1% | ||
| Q2 25 | 34.0% | 60.4% | ||
| Q1 25 | 32.2% | 60.6% | ||
| Q4 24 | 34.0% | 60.5% | ||
| Q3 24 | 36.1% | 60.8% | ||
| Q2 24 | 33.4% | 60.3% | ||
| Q1 24 | 33.3% | 56.4% |
| Q4 25 | 7.3% | -6.3% | ||
| Q3 25 | 10.8% | -0.3% | ||
| Q2 25 | 5.1% | -0.2% | ||
| Q1 25 | 9.2% | -1.5% | ||
| Q4 24 | 6.8% | -2.6% | ||
| Q3 24 | 12.3% | 4.4% | ||
| Q2 24 | 7.5% | 6.5% | ||
| Q1 24 | 11.4% | 3.5% |
| Q4 25 | 5.2% | 0.3% | ||
| Q3 25 | 7.8% | -0.3% | ||
| Q2 25 | 3.4% | 5.4% | ||
| Q1 25 | 8.0% | 14.6% | ||
| Q4 24 | 4.9% | 23.7% | ||
| Q3 24 | 9.2% | 12.3% | ||
| Q2 24 | 5.6% | 8.1% | ||
| Q1 24 | 9.4% | 28.9% |
| Q4 25 | $1.05 | $0.02 | ||
| Q3 25 | $1.85 | $-0.03 | ||
| Q2 25 | $0.68 | $0.44 | ||
| Q1 25 | $1.85 | $1.08 | ||
| Q4 24 | $0.92 | $1.68 | ||
| Q3 24 | $1.95 | $0.86 | ||
| Q2 24 | $1.01 | $0.53 | ||
| Q1 24 | $2.19 | $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 | $289.5M | $1.7B |
| 総負債低いほど良い | — | $1.8B |
| 株主資本純資産 | $2.1B | $3.2B |
| 総資産 | $5.4B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | — | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $289.5M | $1.7B | ||
| Q3 25 | $300.9M | $2.4B | ||
| Q2 25 | $285.1M | $2.1B | ||
| Q1 25 | $288.9M | $2.2B | ||
| Q4 24 | $296.0M | $788.1M | ||
| Q3 24 | $324.6M | $1.0B | ||
| Q2 24 | $378.1M | $968.9M | ||
| Q1 24 | $347.9M | $964.1M |
| Q4 25 | — | $1.8B | ||
| Q3 25 | — | $2.0B | ||
| Q2 25 | — | $2.0B | ||
| Q1 25 | — | $2.0B | ||
| Q4 24 | — | $680.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.1B | $3.2B | ||
| Q3 25 | $2.1B | $3.0B | ||
| Q2 25 | $1.9B | $2.7B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $2.0B | $2.3B | ||
| Q3 24 | $2.0B | $2.1B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $2.0B | $1.8B |
| Q4 25 | $5.4B | $7.0B | ||
| Q3 25 | $5.3B | $6.7B | ||
| Q2 25 | $5.2B | $6.2B | ||
| Q1 25 | $4.9B | $6.1B | ||
| Q4 24 | $5.1B | $4.5B | ||
| Q3 24 | $4.9B | $4.0B | ||
| Q2 24 | $4.9B | $3.7B | ||
| Q1 24 | $4.7B | $3.6B |
| Q4 25 | — | 0.56× | ||
| Q3 25 | — | 0.66× | ||
| Q2 25 | — | 0.73× | ||
| Q1 25 | — | 0.79× | ||
| Q4 24 | — | 0.29× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| 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 | $49.0M | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $-13.6M | $155.4M |
| FCFマージンFCF / 売上 | -1.0% | 19.5% |
| 設備投資強度設備投資 / 売上 | 4.5% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 0.68× | 79.14× |
| 直近12ヶ月FCF直近4四半期 | $191.4M | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $49.0M | $217.2M | ||
| Q3 25 | $78.6M | $60.0M | ||
| Q2 25 | $157.5M | $-91.7M | ||
| Q1 25 | $140.2M | $25.8M | ||
| Q4 24 | $96.9M | $250.2M | ||
| Q3 24 | $91.3M | $91.3M | ||
| Q2 24 | $199.7M | $82.8M | ||
| Q1 24 | $234.7M | $-15.9M |
| Q4 25 | $-13.6M | $155.4M | ||
| Q3 25 | $21.8M | $33.4M | ||
| Q2 25 | $106.6M | $-114.7M | ||
| Q1 25 | $76.4M | $932.0K | ||
| Q4 24 | $34.4M | $225.4M | ||
| Q3 24 | $50.1M | $64.8M | ||
| Q2 24 | $167.4M | $71.4M | ||
| Q1 24 | $178.9M | $-32.1M |
| Q4 25 | -1.0% | 19.5% | ||
| Q3 25 | 1.4% | 4.7% | ||
| Q2 25 | 7.9% | -17.2% | ||
| Q1 25 | 4.6% | 0.2% | ||
| Q4 24 | 2.6% | 39.3% | ||
| Q3 24 | 3.2% | 11.9% | ||
| Q2 24 | 12.3% | 14.2% | ||
| Q1 24 | 10.0% | -7.0% |
| Q4 25 | 4.5% | 7.8% | ||
| Q3 25 | 3.5% | 3.7% | ||
| Q2 25 | 3.8% | 3.4% | ||
| Q1 25 | 3.8% | 4.1% | ||
| Q4 24 | 4.6% | 4.3% | ||
| Q3 24 | 2.7% | 4.9% | ||
| Q2 24 | 2.4% | 2.2% | ||
| Q1 24 | 3.1% | 3.5% |
| Q4 25 | 0.68× | 79.14× | ||
| Q3 25 | 0.63× | — | ||
| Q2 25 | 3.42× | -2.54× | ||
| Q1 25 | 1.05× | 0.29× | ||
| Q4 24 | 1.47× | 1.84× | ||
| Q3 24 | 0.64× | 1.36× | ||
| Q2 24 | 2.61× | 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
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
