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Axon Enterprise（AXON）とMayville Engineering Company, Inc.（MEC）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 $134.3M、Mayville Engineering Company, Inc.の約5.9倍）。Axon Enterpriseの純利益率が高く（0.3% vs -3.2%、差は3.6%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 10.7%）。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 $10.2M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs -8.8%）
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。
メイビル・エンジニアリング社は米国に本社を置く大手金属部品・組立製品・カスタムエンジニアリングソリューションの供給企業で、主に農業、建設、商用輸送、防衛、パワースポーツ分野のOEM顧客向けに、試作から大量生産まで一貫したサービスを提供しています。
AXON vs MEC — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $134.3M |
| 純利益 | $2.7M | $-4.4M |
| 粗利率 | 57.9% | 6.8% |
| 営業利益率 | -6.3% | -4.1% |
| 純利益率 | 0.3% | -3.2% |
| 売上前年比 | 38.9% | 10.7% |
| 純利益前年比 | -98.0% | -127.3% |
| EPS（希薄化後） | $0.02 | $-0.22 |
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 | $796.7M | $134.3M | ||
| Q3 25 | $710.6M | $144.3M | ||
| Q2 25 | $668.5M | $132.3M | ||
| Q1 25 | $603.6M | $135.6M | ||
| Q4 24 | $573.4M | $121.3M | ||
| Q3 24 | $544.3M | $135.4M | ||
| Q2 24 | $504.1M | $163.6M | ||
| Q1 24 | $460.7M | $161.3M |
| Q4 25 | $2.7M | $-4.4M | ||
| Q3 25 | $-2.2M | $-2.7M | ||
| Q2 25 | $36.1M | $-1.1M | ||
| Q1 25 | $88.0M | $20.0K | ||
| Q4 24 | $136.0M | $16.0M | ||
| Q3 24 | $67.0M | $3.0M | ||
| Q2 24 | $40.8M | $3.8M | ||
| Q1 24 | $133.2M | $3.2M |
| Q4 25 | 57.9% | 6.8% | ||
| Q3 25 | 60.1% | 11.0% | ||
| Q2 25 | 60.4% | 10.3% | ||
| Q1 25 | 60.6% | 11.3% | ||
| Q4 24 | 60.5% | 8.9% | ||
| Q3 24 | 60.8% | 12.6% | ||
| Q2 24 | 60.3% | 13.6% | ||
| Q1 24 | 56.4% | 13.0% |
| Q4 25 | -6.3% | -4.1% | ||
| Q3 25 | -0.3% | 0.0% | ||
| Q2 25 | -0.2% | 0.1% | ||
| Q1 25 | -1.5% | 1.2% | ||
| Q4 24 | -2.6% | 19.0% | ||
| Q3 24 | 4.4% | 4.2% | ||
| Q2 24 | 6.5% | 5.0% | ||
| Q1 24 | 3.5% | 4.7% |
| Q4 25 | 0.3% | -3.2% | ||
| Q3 25 | -0.3% | -1.9% | ||
| Q2 25 | 5.4% | -0.8% | ||
| Q1 25 | 14.6% | 0.0% | ||
| Q4 24 | 23.7% | 13.2% | ||
| Q3 24 | 12.3% | 2.2% | ||
| Q2 24 | 8.1% | 2.3% | ||
| Q1 24 | 28.9% | 2.0% |
| Q4 25 | $0.02 | $-0.22 | ||
| Q3 25 | $-0.03 | $-0.13 | ||
| Q2 25 | $0.44 | $-0.05 | ||
| Q1 25 | $1.08 | $0.00 | ||
| Q4 24 | $1.68 | $0.76 | ||
| Q3 24 | $0.86 | $0.14 | ||
| Q2 24 | $0.53 | $0.18 | ||
| Q1 24 | $1.73 | $0.16 |
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 | $1.7B | $1.5M |
| 総負債低いほど良い | $1.8B | — |
| 株主資本純資産 | $3.2B | $240.7M |
| 総資産 | $7.0B | $563.6M |
| 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 | $1.7B | $1.5M | ||
| Q3 25 | $2.4B | $1.2M | ||
| Q2 25 | $2.1B | $206.0K | ||
| Q1 25 | $2.2B | $183.0K | ||
| Q4 24 | $788.1M | $206.0K | ||
| Q3 24 | $1.0B | $178.0K | ||
| Q2 24 | $968.9M | $314.0K | ||
| Q1 24 | $964.1M | $314.0K |
| 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 | $3.2B | $240.7M | ||
| Q3 25 | $3.0B | $244.8M | ||
| Q2 25 | $2.7B | $246.8M | ||
| Q1 25 | $2.6B | $250.0M | ||
| Q4 24 | $2.3B | $251.8M | ||
| Q3 24 | $2.1B | $238.4M | ||
| Q2 24 | $1.9B | $238.1M | ||
| Q1 24 | $1.8B | $234.0M |
| Q4 25 | $7.0B | $563.6M | ||
| Q3 25 | $6.7B | $585.6M | ||
| Q2 25 | $6.2B | $433.7M | ||
| Q1 25 | $6.1B | $447.7M | ||
| Q4 24 | $4.5B | $445.6M | ||
| Q3 24 | $4.0B | $466.0M | ||
| Q2 24 | $3.7B | $488.2M | ||
| Q1 24 | $3.6B | $499.9M |
| 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 | $217.2M | $13.4M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $10.2M |
| FCFマージンFCF / 売上 | 19.5% | 7.6% |
| 設備投資強度設備投資 / 売上 | 7.8% | 2.4% |
| 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 | $75.1M | $26.9M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $13.4M | ||
| Q3 25 | $60.0M | $1.9M | ||
| Q2 25 | $-91.7M | $15.0M | ||
| Q1 25 | $25.8M | $8.3M | ||
| Q4 24 | $250.2M | $38.0M | ||
| Q3 24 | $91.3M | $17.9M | ||
| Q2 24 | $82.8M | $23.3M | ||
| Q1 24 | $-15.9M | $10.6M |
| Q4 25 | $155.4M | $10.2M | ||
| Q3 25 | $33.4M | $-1.1M | ||
| Q2 25 | $-114.7M | $12.5M | ||
| Q1 25 | $932.0K | $5.4M | ||
| Q4 24 | $225.4M | $35.6M | ||
| Q3 24 | $64.8M | $15.1M | ||
| Q2 24 | $71.4M | $19.2M | ||
| Q1 24 | $-32.1M | $7.8M |
| Q4 25 | 19.5% | 7.6% | ||
| Q3 25 | 4.7% | -0.8% | ||
| Q2 25 | -17.2% | 9.5% | ||
| Q1 25 | 0.2% | 4.0% | ||
| Q4 24 | 39.3% | 29.4% | ||
| Q3 24 | 11.9% | 11.1% | ||
| Q2 24 | 14.2% | 11.7% | ||
| Q1 24 | -7.0% | 4.9% |
| Q4 25 | 7.8% | 2.4% | ||
| Q3 25 | 3.7% | 2.1% | ||
| Q2 25 | 3.4% | 1.8% | ||
| Q1 25 | 4.1% | 2.2% | ||
| Q4 24 | 4.3% | 1.9% | ||
| Q3 24 | 4.9% | 2.1% | ||
| Q2 24 | 2.2% | 2.5% | ||
| Q1 24 | 3.5% | 1.7% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | 416.65× | ||
| Q4 24 | 1.84× | 2.38× | ||
| Q3 24 | 1.36× | 6.03× | ||
| Q2 24 | 2.03× | 6.15× | ||
| Q1 24 | -0.12× | 3.28× |
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
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
MEC
| Fabrication | $72.2M | 54% |
| Construction And Access | $19.2M | 14% |
| Tubes | $16.2M | 12% |
| Other Market | $11.9M | 9% |
| Agriculture | $7.7M | 6% |
| Military | $6.7M | 5% |
| Outdoor Sports | $1.7M | 1% |
