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Axon Enterprise(AXON)とFreightCar America, Inc.(RAIL)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 $125.5M、FreightCar America, Inc.の約6.3倍)。Axon Enterpriseの純利益率が高く(0.3% vs -13.2%、差は13.6%)。Axon Enterpriseの前年同期比売上増加率が高い(38.9% vs -8.8%)。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 $8.8M)。過去8四半期でAxon Enterpriseの売上複合成長率が高い(31.5% vs -11.7%)
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。
FreightCar America, Inc.は鉄道業界向けの貨車メーカーで、全世界で約2000人の従業員を擁しています。メキシコのカスタニョスに70万平方フィートの主力生産拠点を置き、本社はシカゴに、エンジニアリング・部品拠点はペンシルベニア州ジョンストンに設置しています。
AXON vs RAIL — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | ||
|---|---|---|
| 売上 | $796.7M | $125.5M |
| 純利益 | $2.7M | $-16.6M |
| 粗利率 | 57.9% | 13.4% |
| 営業利益率 | -6.3% | 6.2% |
| 純利益率 | 0.3% | -13.2% |
| 売上前年比 | 38.9% | -8.8% |
| 純利益前年比 | -98.0% | -147.9% |
| EPS(希薄化後) | $0.02 | $-0.54 |
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 | $125.5M | ||
| Q3 25 | $710.6M | $160.4M | ||
| Q2 25 | $668.5M | $118.5M | ||
| Q1 25 | $603.6M | $96.2M | ||
| Q4 24 | $573.4M | $137.6M | ||
| Q3 24 | $544.3M | $113.2M | ||
| Q2 24 | $504.1M | $146.0M | ||
| Q1 24 | $460.7M | $160.9M |
| Q4 25 | $2.7M | $-16.6M | ||
| Q3 25 | $-2.2M | $-7.4M | ||
| Q2 25 | $36.1M | $11.7M | ||
| Q1 25 | $88.0M | $50.4M | ||
| Q4 24 | $136.0M | $34.6M | ||
| Q3 24 | $67.0M | $-107.0M | ||
| Q2 24 | $40.8M | $8.2M | ||
| Q1 24 | $133.2M | $-11.6M |
| Q4 25 | 57.9% | 13.4% | ||
| Q3 25 | 60.1% | 15.1% | ||
| Q2 25 | 60.4% | 15.0% | ||
| Q1 25 | 60.6% | 15.0% | ||
| Q4 24 | 60.5% | 15.3% | ||
| Q3 24 | 60.8% | 14.3% | ||
| Q2 24 | 60.3% | 12.6% | ||
| Q1 24 | 56.4% | 7.1% |
| Q4 25 | -6.3% | 6.2% | ||
| Q3 25 | -0.3% | 9.1% | ||
| Q2 25 | -0.2% | 6.5% | ||
| Q1 25 | -1.5% | 4.0% | ||
| Q4 24 | -2.6% | 8.5% | ||
| Q3 24 | 4.4% | 7.6% | ||
| Q2 24 | 6.5% | 9.0% | ||
| Q1 24 | 3.5% | 2.4% |
| Q4 25 | 0.3% | -13.2% | ||
| Q3 25 | -0.3% | -4.6% | ||
| Q2 25 | 5.4% | 9.9% | ||
| Q1 25 | 14.6% | 52.4% | ||
| Q4 24 | 23.7% | 25.2% | ||
| Q3 24 | 12.3% | -94.6% | ||
| Q2 24 | 8.1% | 5.6% | ||
| Q1 24 | 28.9% | -7.2% |
| Q4 25 | $0.02 | $-0.54 | ||
| Q3 25 | $-0.03 | $-0.23 | ||
| Q2 25 | $0.44 | $0.34 | ||
| Q1 25 | $1.08 | $1.52 | ||
| Q4 24 | $1.68 | $0.88 | ||
| Q3 24 | $0.86 | $-3.57 | ||
| Q2 24 | $0.53 | $0.11 | ||
| Q1 24 | $1.73 | $-0.54 |
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 | — |
| 総負債低いほど良い | $1.8B | $107.2M |
| 株主資本純資産 | $3.2B | $-107.4M |
| 総資産 | $7.0B | $290.0M |
| 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 | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $788.1M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $968.9M | — | ||
| Q1 24 | $964.1M | — |
| Q4 25 | $1.8B | $107.2M | ||
| Q3 25 | $2.0B | $107.6M | ||
| Q2 25 | $2.0B | $107.9M | ||
| Q1 25 | $2.0B | $108.2M | ||
| Q4 24 | $680.3M | $108.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.2B | $-107.4M | ||
| Q3 25 | $3.0B | $-90.9M | ||
| Q2 25 | $2.7B | $-83.5M | ||
| Q1 25 | $2.6B | $-97.4M | ||
| Q4 24 | $2.3B | $-150.3M | ||
| Q3 24 | $2.1B | $-156.3M | ||
| Q2 24 | $1.9B | $-48.8M | ||
| Q1 24 | $1.8B | $-57.0M |
| Q4 25 | $7.0B | $290.0M | ||
| Q3 25 | $6.7B | $340.8M | ||
| Q2 25 | $6.2B | $328.1M | ||
| Q1 25 | $6.1B | $250.5M | ||
| Q4 24 | $4.5B | $224.2M | ||
| Q3 24 | $4.0B | $245.9M | ||
| Q2 24 | $3.7B | $207.2M | ||
| Q1 24 | $3.6B | $248.7M |
| 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 | $10.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $8.8M |
| FCFマージンFCF / 売上 | 19.5% | 7.0% |
| 設備投資強度設備投資 / 売上 | 7.8% | 1.0% |
| 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 | $31.4M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $10.0M | ||
| Q3 25 | $60.0M | $3.4M | ||
| Q2 25 | $-91.7M | $8.5M | ||
| Q1 25 | $25.8M | $12.8M | ||
| Q4 24 | $250.2M | $5.9M | ||
| Q3 24 | $91.3M | $7.2M | ||
| Q2 24 | $82.8M | $57.2M | ||
| Q1 24 | $-15.9M | $-25.3M |
| Q4 25 | $155.4M | $8.8M | ||
| Q3 25 | $33.4M | $2.2M | ||
| Q2 25 | $-114.7M | $7.9M | ||
| Q1 25 | $932.0K | $12.5M | ||
| Q4 24 | $225.4M | $4.6M | ||
| Q3 24 | $64.8M | $5.7M | ||
| Q2 24 | $71.4M | $55.9M | ||
| Q1 24 | $-32.1M | $-26.3M |
| Q4 25 | 19.5% | 7.0% | ||
| Q3 25 | 4.7% | 1.4% | ||
| Q2 25 | -17.2% | 6.7% | ||
| Q1 25 | 0.2% | 13.0% | ||
| Q4 24 | 39.3% | 3.3% | ||
| Q3 24 | 11.9% | 5.0% | ||
| Q2 24 | 14.2% | 38.3% | ||
| Q1 24 | -7.0% | -16.3% |
| Q4 25 | 7.8% | 1.0% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.4% | 0.5% | ||
| Q1 25 | 4.1% | 0.3% | ||
| Q4 24 | 4.3% | 0.9% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 2.2% | 0.9% | ||
| Q1 24 | 3.5% | 0.6% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | 0.73× | ||
| Q1 25 | 0.29× | 0.25× | ||
| Q4 24 | 1.84× | 0.17× | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | 6.99× | ||
| Q1 24 | -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
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
RAIL
| Railcar Sales | $118.9M | 95% |
| Aftermarket Sales | $6.6M | 5% |