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AvalonBay Communities（AVB）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 $767.9M、AvalonBay Communitiesの約1.0倍）。AvalonBay Communitiesの純利益率が高く（9040.6% vs 0.3%、差は9040.2%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 3.7%）。AvalonBay Communitiesの直近四半期フリーキャッシュフローが多い（$1.4B 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 3.8%）
アバロンベイ・コミュニティーズは上場不動産投資信託（REIT）で、アパート物件を中心に投資事業を展開している。優れた立地のアパートを多数保有・運営し、入居者に高品質な居住サービスを提供しており、北米の住宅不動産投資分野で高い知名度と専門的評価を得ている。
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。
AVB vs AXON — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $767.9M | $796.7M |
| 純利益 | $166.0M | $2.7M |
| 粗利率 | — | 57.9% |
| 営業利益率 | 64.2% | -6.3% |
| 純利益率 | 9040.6% | 0.3% |
| 売上前年比 | 3.7% | 38.9% |
| 純利益前年比 | -41.2% | -98.0% |
| EPS（希薄化後） | $1.18 | $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 | $767.9M | $796.7M | ||
| Q3 25 | $766.8M | $710.6M | ||
| Q2 25 | $760.2M | $668.5M | ||
| Q1 25 | $745.9M | $603.6M | ||
| Q4 24 | $740.5M | $573.4M | ||
| Q3 24 | $734.3M | $544.3M | ||
| Q2 24 | $726.0M | $504.1M | ||
| Q1 24 | $712.9M | $460.7M |
| Q4 25 | $166.0M | $2.7M | ||
| Q3 25 | $381.3M | $-2.2M | ||
| Q2 25 | $268.7M | $36.1M | ||
| Q1 25 | $236.6M | $88.0M | ||
| Q4 24 | $282.1M | $136.0M | ||
| Q3 24 | $372.5M | $67.0M | ||
| Q2 24 | $253.9M | $40.8M | ||
| Q1 24 | $173.4M | $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 | 64.2% | -6.3% | ||
| Q3 25 | 65.7% | -0.3% | ||
| Q2 25 | 67.6% | -0.2% | ||
| Q1 25 | 68.5% | -1.5% | ||
| Q4 24 | 63.1% | -2.6% | ||
| Q3 24 | 65.4% | 4.4% | ||
| Q2 24 | 66.6% | 6.5% | ||
| Q1 24 | 67.2% | 3.5% |
| Q4 25 | 9040.6% | 0.3% | ||
| Q3 25 | 49.7% | -0.3% | ||
| Q2 25 | 35.3% | 5.4% | ||
| Q1 25 | 31.7% | 14.6% | ||
| Q4 24 | 38.1% | 23.7% | ||
| Q3 24 | 50.7% | 12.3% | ||
| Q2 24 | 35.0% | 8.1% | ||
| Q1 24 | 24.3% | 28.9% |
| Q4 25 | $1.18 | $0.02 | ||
| Q3 25 | $2.68 | $-0.03 | ||
| Q2 25 | $1.88 | $0.44 | ||
| Q1 25 | $1.66 | $1.08 | ||
| Q4 24 | $1.99 | $1.68 | ||
| Q3 24 | $2.61 | $0.86 | ||
| Q2 24 | $1.78 | $0.53 | ||
| Q1 24 | $1.22 | $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 | $187.2M | $1.7B |
| 総負債低いほど良い | $9.3B | $1.8B |
| 株主資本純資産 | $11.6B | $3.2B |
| 総資産 | $22.2B | $7.0B |
| 負債/資本比率低いほどレバレッジが低い | 0.80× | 0.56× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $187.2M | $1.7B | ||
| Q3 25 | $123.3M | $2.4B | ||
| Q2 25 | $102.8M | $2.1B | ||
| Q1 25 | $53.3M | $2.2B | ||
| Q4 24 | $108.6M | $788.1M | ||
| Q3 24 | $552.4M | $1.0B | ||
| Q2 24 | $545.8M | $968.9M | ||
| Q1 24 | $287.9M | $964.1M |
| Q4 25 | $9.3B | $1.8B | ||
| Q3 25 | $8.7B | $2.0B | ||
| Q2 25 | $8.7B | $2.0B | ||
| Q1 25 | $8.3B | $2.0B | ||
| Q4 24 | $8.1B | $680.3M | ||
| Q3 24 | $8.4B | — | ||
| Q2 24 | $8.4B | — | ||
| Q1 24 | $8.0B | — |
| Q4 25 | $11.6B | $3.2B | ||
| Q3 25 | $11.9B | $3.0B | ||
| Q2 25 | $11.9B | $2.7B | ||
| Q1 25 | $11.9B | $2.6B | ||
| Q4 24 | $11.9B | $2.3B | ||
| Q3 24 | $11.9B | $2.1B | ||
| Q2 24 | $11.7B | $1.9B | ||
| Q1 24 | $11.7B | $1.8B |
| Q4 25 | $22.2B | $7.0B | ||
| Q3 25 | $21.9B | $6.7B | ||
| Q2 25 | $21.8B | $6.2B | ||
| Q1 25 | $21.2B | $6.1B | ||
| Q4 24 | $21.0B | $4.5B | ||
| Q3 24 | $21.3B | $4.0B | ||
| Q2 24 | $21.0B | $3.7B | ||
| Q1 24 | $20.6B | $3.6B |
| Q4 25 | 0.80× | 0.56× | ||
| Q3 25 | 0.73× | 0.66× | ||
| Q2 25 | 0.72× | 0.73× | ||
| Q1 25 | 0.70× | 0.79× | ||
| Q4 24 | 0.68× | 0.29× | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 0.71× | — | ||
| Q1 24 | 0.68× | — |
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 | $1.7B | $217.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $1.4B | $155.4M |
| FCFマージンFCF / 売上 | 183.5% | 19.5% |
| 設備投資強度設備投資 / 売上 | 34.1% | 7.8% |
| キャッシュ転換率営業CF / 純利益 | 10.07× | 79.14× |
| 直近12ヶ月FCF直近4四半期 | $2.5B | $75.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $217.2M | ||
| Q3 25 | $477.0M | $60.0M | ||
| Q2 25 | $377.8M | $-91.7M | ||
| Q1 25 | $415.9M | $25.8M | ||
| Q4 24 | $1.6B | $250.2M | ||
| Q3 24 | $486.2M | $91.3M | ||
| Q2 24 | $380.0M | $82.8M | ||
| Q1 24 | $412.9M | $-15.9M |
| Q4 25 | $1.4B | $155.4M | ||
| Q3 25 | $402.2M | $33.4M | ||
| Q2 25 | $317.1M | $-114.7M | ||
| Q1 25 | $367.5M | $932.0K | ||
| Q4 24 | $1.4B | $225.4M | ||
| Q3 24 | $434.2M | $64.8M | ||
| Q2 24 | $333.0M | $71.4M | ||
| Q1 24 | $375.4M | $-32.1M |
| Q4 25 | 183.5% | 19.5% | ||
| Q3 25 | 52.5% | 4.7% | ||
| Q2 25 | 41.7% | -17.2% | ||
| Q1 25 | 49.3% | 0.2% | ||
| Q4 24 | 191.0% | 39.3% | ||
| Q3 24 | 59.1% | 11.9% | ||
| Q2 24 | 45.9% | 14.2% | ||
| Q1 24 | 52.7% | -7.0% |
| Q4 25 | 34.1% | 7.8% | ||
| Q3 25 | 9.8% | 3.7% | ||
| Q2 25 | 8.0% | 3.4% | ||
| Q1 25 | 6.5% | 4.1% | ||
| Q4 24 | 26.1% | 4.3% | ||
| Q3 24 | 7.1% | 4.9% | ||
| Q2 24 | 6.5% | 2.2% | ||
| Q1 24 | 5.3% | 3.5% |
| Q4 25 | 10.07× | 79.14× | ||
| Q3 25 | 1.25× | — | ||
| Q2 25 | 1.41× | -2.54× | ||
| Q1 25 | 1.76× | 0.29× | ||
| Q4 24 | 5.70× | 1.84× | ||
| Q3 24 | 1.31× | 1.36× | ||
| Q2 24 | 1.50× | 2.03× | ||
| Q1 24 | 2.38× | -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
AVB
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% |
