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Axon Enterprise（AXON）とUiPath, Inc.（PATH）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 $411.1M、UiPath, Inc.の約1.9倍）。UiPath, Inc.の純利益率が高く（48.4% vs 0.3%、差は48.0%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 15.9%）。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 $25.1M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 0.7%）
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。
UiPath Inc.は人工知能（AI）、自律型オートメーションおよびオーケストレーションソフトウェアを開発するグローバルソフトウェア企業です。同社の製品は複雑な業務プロセスやワークフローを自動化するAIエージェントの構築・管理に対応し、各業界の業務効率向上を支援しています。
AXON vs PATH — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $411.1M |
| 純利益 | $2.7M | $198.8M |
| 粗利率 | 57.9% | 83.3% |
| 営業利益率 | -6.3% | 3.2% |
| 純利益率 | 0.3% | 48.4% |
| 売上前年比 | 38.9% | 15.9% |
| 純利益前年比 | -98.0% | 1966.2% |
| EPS（希薄化後） | $0.02 | $0.37 |
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 | $411.1M | ||
| Q3 25 | $710.6M | $361.7M | ||
| Q2 25 | $668.5M | $356.6M | ||
| Q1 25 | $603.6M | $423.6M | ||
| Q4 24 | $573.4M | $354.7M | ||
| Q3 24 | $544.3M | $316.3M | ||
| Q2 24 | $504.1M | $335.1M | ||
| Q1 24 | $460.7M | $405.3M |
| Q4 25 | $2.7M | $198.8M | ||
| Q3 25 | $-2.2M | $1.6M | ||
| Q2 25 | $36.1M | $-22.6M | ||
| Q1 25 | $88.0M | $51.8M | ||
| Q4 24 | $136.0M | $-10.7M | ||
| Q3 24 | $67.0M | $-86.1M | ||
| Q2 24 | $40.8M | $-28.7M | ||
| Q1 24 | $133.2M | $33.9M |
| Q4 25 | 57.9% | 83.3% | ||
| Q3 25 | 60.1% | 82.2% | ||
| Q2 25 | 60.4% | 82.1% | ||
| Q1 25 | 60.6% | 84.8% | ||
| Q4 24 | 60.5% | 82.0% | ||
| Q3 24 | 60.8% | 80.0% | ||
| Q2 24 | 60.3% | 83.5% | ||
| Q1 24 | 56.4% | 86.8% |
| Q4 25 | -6.3% | 3.2% | ||
| Q3 25 | -0.3% | -5.6% | ||
| Q2 25 | -0.2% | -4.6% | ||
| Q1 25 | -1.5% | 7.9% | ||
| Q4 24 | -2.6% | -12.2% | ||
| Q3 24 | 4.4% | -32.7% | ||
| Q2 24 | 6.5% | -14.8% | ||
| Q1 24 | 3.5% | 3.7% |
| Q4 25 | 0.3% | 48.4% | ||
| Q3 25 | -0.3% | 0.4% | ||
| Q2 25 | 5.4% | -6.3% | ||
| Q1 25 | 14.6% | 12.2% | ||
| Q4 24 | 23.7% | -3.0% | ||
| Q3 24 | 12.3% | -27.2% | ||
| Q2 24 | 8.1% | -8.6% | ||
| Q1 24 | 28.9% | 8.4% |
| Q4 25 | $0.02 | $0.37 | ||
| Q3 25 | $-0.03 | $0.00 | ||
| Q2 25 | $0.44 | $-0.04 | ||
| Q1 25 | $1.08 | $0.09 | ||
| Q4 24 | $1.68 | $-0.02 | ||
| Q3 24 | $0.86 | $-0.15 | ||
| Q2 24 | $0.53 | $-0.05 | ||
| Q1 24 | $1.73 | $0.07 |
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 | $1.9B |
| 総資産 | $7.0B | $2.9B |
| 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 | $1.4B | ||
| Q2 25 | $2.1B | $1.6B | ||
| Q1 25 | $2.2B | $1.6B | ||
| Q4 24 | $788.1M | $1.6B | ||
| Q3 24 | $1.0B | $1.7B | ||
| Q2 24 | $968.9M | $1.9B | ||
| Q1 24 | $964.1M | $1.9B |
| 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 | $1.9B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.8B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.1B | $1.8B | ||
| Q2 24 | $1.9B | $2.0B | ||
| Q1 24 | $1.8B | $2.0B |
| Q4 25 | $7.0B | $2.9B | ||
| Q3 25 | $6.7B | $2.6B | ||
| Q2 25 | $6.2B | $2.6B | ||
| Q1 25 | $6.1B | $2.9B | ||
| Q4 24 | $4.5B | $2.7B | ||
| Q3 24 | $4.0B | $2.7B | ||
| Q2 24 | $3.7B | $2.8B | ||
| Q1 24 | $3.6B | $3.0B |
| 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 | $28.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $25.1M |
| FCFマージンFCF / 売上 | 19.5% | 6.1% |
| 設備投資強度設備投資 / 売上 | 7.8% | 0.8% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 0.14× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | — |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $28.3M | ||
| Q3 25 | $60.0M | $41.6M | ||
| Q2 25 | $-91.7M | $119.0M | ||
| Q1 25 | $25.8M | $146.1M | ||
| Q4 24 | $250.2M | $28.1M | ||
| Q3 24 | $91.3M | $46.4M | ||
| Q2 24 | $82.8M | $100.0M | ||
| Q1 24 | $-15.9M | $145.6M |
| Q4 25 | $155.4M | $25.1M | ||
| Q3 25 | $33.4M | — | ||
| Q2 25 | $-114.7M | $106.2M | ||
| Q1 25 | $932.0K | $138.7M | ||
| Q4 24 | $225.4M | $23.2M | ||
| Q3 24 | $64.8M | $45.0M | ||
| Q2 24 | $71.4M | $98.8M | ||
| Q1 24 | $-32.1M | $141.8M |
| Q4 25 | 19.5% | 6.1% | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | -17.2% | 29.8% | ||
| Q1 25 | 0.2% | 32.7% | ||
| Q4 24 | 39.3% | 6.5% | ||
| Q3 24 | 11.9% | 14.2% | ||
| Q2 24 | 14.2% | 29.5% | ||
| Q1 24 | -7.0% | 35.0% |
| Q4 25 | 7.8% | 0.8% | ||
| Q3 25 | 3.7% | 0.0% | ||
| Q2 25 | 3.4% | 3.6% | ||
| Q1 25 | 4.1% | 1.7% | ||
| Q4 24 | 4.3% | 1.4% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% | ||
| Q1 24 | 3.5% | 0.9% |
| Q4 25 | 79.14× | 0.14× | ||
| Q3 25 | — | 26.25× | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | 2.82× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | — | ||
| Q1 24 | -0.12× | 4.29× |
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% |
PATH
| Subscription Services | $247.6M | 60% |
| License | $150.0M | 36% |
| Professional Services And Other | $13.5M | 3% |
