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Axon Enterprise（AXON）とMUELLER INDUSTRIES INC（MLI）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
MUELLER INDUSTRIES INCの直近四半期売上が大きい（$962.4M vs $796.7M、Axon Enterpriseの約1.2倍）。MUELLER INDUSTRIES INCの純利益率が高く（16.0% vs 0.3%、差は15.6%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 4.2%）。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 $121.4M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 6.4%）
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。
Mueller Industriesは1917年創業の米国製造企業で、本社はテネシー州メンフィスに所在する。配管製品、産業用金属、空調機器を主力事業とし、2022年にフォーチュン1000にランクインした、年商数十億ドルの上場企業である。
AXON vs MLI — 直接比較
損益計算書 — Q4 FY2025 vs Q4 FY2025
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $962.4M |
| 純利益 | $2.7M | $153.7M |
| 粗利率 | 57.9% | — |
| 営業利益率 | -6.3% | 17.9% |
| 純利益率 | 0.3% | 16.0% |
| 売上前年比 | 38.9% | 4.2% |
| 純利益前年比 | -98.0% | 11.7% |
| EPS（希薄化後） | $0.02 | $1.37 |
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 | $962.4M | ||
| Q3 25 | $710.6M | $1.1B | ||
| Q2 25 | $668.5M | $1.1B | ||
| Q1 25 | $603.6M | $1.0B | ||
| Q4 24 | $573.4M | $923.5M | ||
| Q3 24 | $544.3M | $997.8M | ||
| Q2 24 | $504.1M | $997.7M | ||
| Q1 24 | $460.7M | $849.7M |
| Q4 25 | $2.7M | $153.7M | ||
| Q3 25 | $-2.2M | $208.1M | ||
| Q2 25 | $36.1M | $245.9M | ||
| Q1 25 | $88.0M | $157.4M | ||
| Q4 24 | $136.0M | $137.7M | ||
| Q3 24 | $67.0M | $168.7M | ||
| Q2 24 | $40.8M | $160.2M | ||
| Q1 24 | $133.2M | $138.4M |
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | — | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | 27.6% | ||
| Q2 24 | 60.3% | 27.3% | ||
| Q1 24 | 56.4% | 28.4% |
| Q4 25 | -6.3% | 17.9% | ||
| Q3 25 | -0.3% | 25.6% | ||
| Q2 25 | -0.2% | 26.7% | ||
| Q1 25 | -1.5% | 20.6% | ||
| Q4 24 | -2.6% | 18.4% | ||
| Q3 24 | 4.4% | 20.7% | ||
| Q2 24 | 6.5% | 21.0% | ||
| Q1 24 | 3.5% | 21.6% |
| Q4 25 | 0.3% | 16.0% | ||
| Q3 25 | -0.3% | 19.3% | ||
| Q2 25 | 5.4% | 21.6% | ||
| Q1 25 | 14.6% | 15.7% | ||
| Q4 24 | 23.7% | 14.9% | ||
| Q3 24 | 12.3% | 16.9% | ||
| Q2 24 | 8.1% | 16.1% | ||
| Q1 24 | 28.9% | 16.3% |
| Q4 25 | $0.02 | $1.37 | ||
| Q3 25 | $-0.03 | $1.88 | ||
| Q2 25 | $0.44 | $2.22 | ||
| Q1 25 | $1.08 | $1.39 | ||
| Q4 24 | $1.68 | $1.21 | ||
| Q3 24 | $0.86 | $1.48 | ||
| Q2 24 | $0.53 | $1.41 | ||
| Q1 24 | $1.73 | $1.21 |
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 | $1.4B |
| 総負債低いほど良い | $1.8B | — |
| 株主資本純資産 | $3.2B | $3.2B |
| 総資産 | $7.0B | $3.7B |
| 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 | $1.4B | ||
| Q3 25 | $2.4B | $1.3B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.2B | $873.6M | ||
| Q4 24 | $788.1M | $1.1B | ||
| Q3 24 | $1.0B | $969.6M | ||
| Q2 24 | $968.9M | $825.7M | ||
| Q1 24 | $964.1M | $1.4B |
| 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 | $3.2B | ||
| Q3 25 | $3.0B | $3.1B | ||
| Q2 25 | $2.7B | $2.9B | ||
| Q1 25 | $2.6B | $2.7B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.1B | $2.7B | ||
| Q2 24 | $1.9B | $2.5B | ||
| Q1 24 | $1.8B | $2.4B |
| Q4 25 | $7.0B | $3.7B | ||
| Q3 25 | $6.7B | $3.7B | ||
| Q2 25 | $6.2B | $3.5B | ||
| Q1 25 | $6.1B | $3.2B | ||
| Q4 24 | $4.5B | $3.3B | ||
| Q3 24 | $4.0B | $3.2B | ||
| Q2 24 | $3.7B | $3.1B | ||
| Q1 24 | $3.6B | $2.9B |
| 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 | $141.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $121.4M |
| FCFマージンFCF / 売上 | 19.5% | 12.6% |
| 設備投資強度設備投資 / 売上 | 7.8% | 2.1% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 0.92× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $686.6M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $141.2M | ||
| Q3 25 | $60.0M | $310.1M | ||
| Q2 25 | $-91.7M | $190.6M | ||
| Q1 25 | $25.8M | $113.6M | ||
| Q4 24 | $250.2M | $140.1M | ||
| Q3 24 | $91.3M | $231.4M | ||
| Q2 24 | $82.8M | $100.8M | ||
| Q1 24 | $-15.9M | $173.6M |
| Q4 25 | $155.4M | $121.4M | ||
| Q3 25 | $33.4M | $291.8M | ||
| Q2 25 | $-114.7M | $176.5M | ||
| Q1 25 | $932.0K | $97.0M | ||
| Q4 24 | $225.4M | $111.2M | ||
| Q3 24 | $64.8M | $205.7M | ||
| Q2 24 | $71.4M | $91.6M | ||
| Q1 24 | $-32.1M | $157.2M |
| Q4 25 | 19.5% | 12.6% | ||
| Q3 25 | 4.7% | 27.1% | ||
| Q2 25 | -17.2% | 15.5% | ||
| Q1 25 | 0.2% | 9.7% | ||
| Q4 24 | 39.3% | 12.0% | ||
| Q3 24 | 11.9% | 20.6% | ||
| Q2 24 | 14.2% | 9.2% | ||
| Q1 24 | -7.0% | 18.5% |
| Q4 25 | 7.8% | 2.1% | ||
| Q3 25 | 3.7% | 1.7% | ||
| Q2 25 | 3.4% | 1.2% | ||
| Q1 25 | 4.1% | 1.7% | ||
| Q4 24 | 4.3% | 3.1% | ||
| Q3 24 | 4.9% | 2.6% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | 3.5% | 1.9% |
| Q4 25 | 79.14× | 0.92× | ||
| Q3 25 | — | 1.49× | ||
| Q2 25 | -2.54× | 0.78× | ||
| Q1 25 | 0.29× | 0.72× | ||
| Q4 24 | 1.84× | 1.02× | ||
| Q3 24 | 1.36× | 1.37× | ||
| Q2 24 | 2.03× | 0.63× | ||
| Q1 24 | -0.12× | 1.25× |
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% |
MLI
| Tube And Fittings | $484.6M | 50% |
| Industrial Metals | $252.2M | 26% |
| Valves And Plumbing Specialties | $122.5M | 13% |
| Flex Duct And Other HVAC Components | $80.8M | 8% |
| Other Products | $14.9M | 2% |
