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Axon Enterprise（AXON）とOSI SYSTEMS INC（OSIS）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 $464.1M、OSI SYSTEMS INCの約1.7倍）。OSI SYSTEMS INCの純利益率が高く（8.3% vs 0.3%、差は8.0%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 10.5%）。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 $55.5M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 7.0%）
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。
OSIシステムズ社は米国カリフォルニア州に本社を置く企業で、空港保安用X線検査装置・金属探知機などのセキュリティ検査システム、医療用モニタリング・麻酔システム、光電子デバイスの開発・販売を手がけ、子会社にSpacelabs Healthcare、Rapiscan Systems、OSI Optoelectronicsがあり、全世界で約3180人の従業員を擁する。
AXON vs OSIS — 直接比較
損益計算書 — Q4 FY2025 vs Q2 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $464.1M |
| 純利益 | $2.7M | $38.7M |
| 粗利率 | 57.9% | 32.7% |
| 営業利益率 | -6.3% | 12.7% |
| 純利益率 | 0.3% | 8.3% |
| 売上前年比 | 38.9% | 10.5% |
| 純利益前年比 | -98.0% | 2.3% |
| EPS（希薄化後） | $0.02 | $2.22 |
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 | $464.1M | ||
| Q3 25 | $710.6M | $384.6M | ||
| Q2 25 | $668.5M | $505.0M | ||
| Q1 25 | $603.6M | $444.4M | ||
| Q4 24 | $573.4M | $419.8M | ||
| Q3 24 | $544.3M | $344.0M | ||
| Q2 24 | $504.1M | $480.9M | ||
| Q1 24 | $460.7M | $405.4M |
| Q4 25 | $2.7M | $38.7M | ||
| Q3 25 | $-2.2M | $20.6M | ||
| Q2 25 | $36.1M | $52.7M | ||
| Q1 25 | $88.0M | $41.1M | ||
| Q4 24 | $136.0M | $37.8M | ||
| Q3 24 | $67.0M | $17.9M | ||
| Q2 24 | $40.8M | $44.7M | ||
| Q1 24 | $133.2M | $34.0M |
| Q4 25 | 57.9% | 32.7% | ||
| Q3 25 | 60.1% | 32.0% | ||
| Q2 25 | 60.4% | 33.3% | ||
| Q1 25 | 60.6% | 33.8% | ||
| Q4 24 | 60.5% | 35.1% | ||
| Q3 24 | 60.8% | 35.3% | ||
| Q2 24 | 60.3% | 32.1% | ||
| Q1 24 | 56.4% | 33.6% |
| Q4 25 | -6.3% | 12.7% | ||
| Q3 25 | -0.3% | 8.6% | ||
| Q2 25 | -0.2% | 14.5% | ||
| Q1 25 | -1.5% | 12.7% | ||
| Q4 24 | -2.6% | 13.8% | ||
| Q3 24 | 4.4% | 8.8% | ||
| Q2 24 | 6.5% | 13.1% | ||
| Q1 24 | 3.5% | 12.7% |
| Q4 25 | 0.3% | 8.3% | ||
| Q3 25 | -0.3% | 5.3% | ||
| Q2 25 | 5.4% | 10.4% | ||
| Q1 25 | 14.6% | 9.3% | ||
| Q4 24 | 23.7% | 9.0% | ||
| Q3 24 | 12.3% | 5.2% | ||
| Q2 24 | 8.1% | 9.3% | ||
| Q1 24 | 28.9% | 8.4% |
| Q4 25 | $0.02 | $2.22 | ||
| Q3 25 | $-0.03 | $1.18 | ||
| Q2 25 | $0.44 | $3.04 | ||
| Q1 25 | $1.08 | $2.40 | ||
| Q4 24 | $1.68 | $2.22 | ||
| Q3 24 | $0.86 | $1.05 | ||
| Q2 24 | $0.53 | $2.57 | ||
| Q1 24 | $1.73 | $1.95 |
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 | $336.7M |
| 総負債低いほど良い | $1.8B | $1.0B |
| 株主資本純資産 | $3.2B | $845.5M |
| 総資産 | $7.0B | $2.5B |
| 負債/資本比率低いほどレバレッジが低い | 0.56× | 1.19× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $336.7M | ||
| Q3 25 | $2.4B | $124.4M | ||
| Q2 25 | $2.1B | $106.4M | ||
| Q1 25 | $2.2B | $95.8M | ||
| Q4 24 | $788.1M | $101.6M | ||
| Q3 24 | $1.0B | $85.1M | ||
| Q2 24 | $968.9M | $95.4M | ||
| Q1 24 | $964.1M | $101.4M |
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | $2.0B | $442.2M | ||
| Q2 25 | $2.0B | $471.6M | ||
| Q1 25 | $2.0B | $473.2M | ||
| Q4 24 | $680.3M | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M | ||
| Q1 24 | — | — |
| Q4 25 | $3.2B | $845.5M | ||
| Q3 25 | $3.0B | $946.0M | ||
| Q2 25 | $2.7B | $951.1M | ||
| Q1 25 | $2.6B | $879.3M | ||
| Q4 24 | $2.3B | $825.8M | ||
| Q3 24 | $2.1B | $786.5M | ||
| Q2 24 | $1.9B | $863.5M | ||
| Q1 24 | $1.8B | $813.4M |
| Q4 25 | $7.0B | $2.5B | ||
| Q3 25 | $6.7B | $2.3B | ||
| Q2 25 | $6.2B | $2.2B | ||
| Q1 25 | $6.1B | $2.1B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.7B | $1.9B | ||
| Q1 24 | $3.6B | $1.8B |
| Q4 25 | 0.56× | 1.19× | ||
| Q3 25 | 0.66× | 0.47× | ||
| Q2 25 | 0.73× | 0.50× | ||
| Q1 25 | 0.79× | 0.54× | ||
| Q4 24 | 0.29× | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× | ||
| 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 | $62.2M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $55.5M |
| FCFマージンFCF / 売上 | 19.5% | 12.0% |
| 設備投資強度設備投資 / 売上 | 7.8% | 1.4% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 1.61× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $137.2M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $62.2M | ||
| Q3 25 | $60.0M | $17.1M | ||
| Q2 25 | $-91.7M | $562.0K | ||
| Q1 25 | $25.8M | $81.6M | ||
| Q4 24 | $250.2M | $52.5M | ||
| Q3 24 | $91.3M | $-37.2M | ||
| Q2 24 | $82.8M | $-29.0M | ||
| Q1 24 | $-15.9M | $-52.1M |
| Q4 25 | $155.4M | $55.5M | ||
| Q3 25 | $33.4M | $10.1M | ||
| Q2 25 | $-114.7M | $-5.6M | ||
| Q1 25 | $932.0K | $77.1M | ||
| Q4 24 | $225.4M | $47.1M | ||
| Q3 24 | $64.8M | $-44.9M | ||
| Q2 24 | $71.4M | $-37.5M | ||
| Q1 24 | $-32.1M | $-57.0M |
| Q4 25 | 19.5% | 12.0% | ||
| Q3 25 | 4.7% | 2.6% | ||
| Q2 25 | -17.2% | -1.1% | ||
| Q1 25 | 0.2% | 17.4% | ||
| Q4 24 | 39.3% | 11.2% | ||
| Q3 24 | 11.9% | -13.0% | ||
| Q2 24 | 14.2% | -7.8% | ||
| Q1 24 | -7.0% | -14.1% |
| Q4 25 | 7.8% | 1.4% | ||
| Q3 25 | 3.7% | 1.8% | ||
| Q2 25 | 3.4% | 1.2% | ||
| Q1 25 | 4.1% | 1.0% | ||
| Q4 24 | 4.3% | 1.3% | ||
| Q3 24 | 4.9% | 2.2% | ||
| Q2 24 | 2.2% | 1.8% | ||
| Q1 24 | 3.5% | 1.2% |
| Q4 25 | 79.14× | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | -2.54× | 0.01× | ||
| Q1 25 | 0.29× | 1.98× | ||
| Q4 24 | 1.84× | 1.39× | ||
| Q3 24 | 1.36× | -2.07× | ||
| Q2 24 | 2.03× | -0.65× | ||
| Q1 24 | -0.12× | -1.53× |
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% |
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
