vs
Axon Enterprise（AXON）とStandardAero, Inc.（SARO）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
StandardAero, Inc.の直近四半期売上が大きい（$1.6B vs $796.7M、Axon Enterpriseの約2.0倍）。StandardAero, Inc.の純利益率が高く（4.9% vs 0.3%、差は4.6%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 13.5%）。StandardAero, Inc.の直近四半期フリーキャッシュフローが多い（$307.3M vs $155.4M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 13.8%）
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。
StandardAero Inc.はアメリカ合衆国アリゾナ州スコッツデールに本社を置く、保守・修理・オーバーホール（MRO）サービスを主力とする企業です。航空分野を中心に豊富な実績を持ち、高品質なサービスをグローバルに展開しています。
AXON vs SARO — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $1.6B |
| 純利益 | $2.7M | $78.6M |
| 粗利率 | 57.9% | 13.8% |
| 営業利益率 | -6.3% | 9.3% |
| 純利益率 | 0.3% | 4.9% |
| 売上前年比 | 38.9% | 13.5% |
| 純利益前年比 | -98.0% | 659.6% |
| EPS（希薄化後） | $0.02 | $0.24 |
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 | $1.6B | ||
| Q3 25 | $710.6M | $1.5B | ||
| Q2 25 | $668.5M | $1.5B | ||
| Q1 25 | $603.6M | $1.4B | ||
| Q4 24 | $573.4M | $1.4B | ||
| Q3 24 | $544.3M | $1.2B | ||
| Q2 24 | $504.1M | $1.3B | ||
| Q1 24 | $460.7M | $1.2B |
| Q4 25 | $2.7M | $78.6M | ||
| Q3 25 | $-2.2M | $68.1M | ||
| Q2 25 | $36.1M | $67.7M | ||
| Q1 25 | $88.0M | $62.9M | ||
| Q4 24 | $136.0M | $-14.1M | ||
| Q3 24 | $67.0M | $16.4M | ||
| Q2 24 | $40.8M | $5.4M | ||
| Q1 24 | $133.2M | $3.2M |
| Q4 25 | 57.9% | 13.8% | ||
| Q3 25 | 60.1% | 14.9% | ||
| Q2 25 | 60.4% | 15.4% | ||
| Q1 25 | 60.6% | 15.2% | ||
| Q4 24 | 60.5% | 14.3% | ||
| Q3 24 | 60.8% | 15.0% | ||
| Q2 24 | 60.3% | 13.7% | ||
| Q1 24 | 56.4% | 14.7% |
| Q4 25 | -6.3% | 9.3% | ||
| Q3 25 | -0.3% | 9.2% | ||
| Q2 25 | -0.2% | 8.9% | ||
| Q1 25 | -1.5% | 9.0% | ||
| Q4 24 | -2.6% | 6.7% | ||
| Q3 24 | 4.4% | 7.9% | ||
| Q2 24 | 6.5% | 7.8% | ||
| Q1 24 | 3.5% | 8.5% |
| Q4 25 | 0.3% | 4.9% | ||
| Q3 25 | -0.3% | 4.5% | ||
| Q2 25 | 5.4% | 4.4% | ||
| Q1 25 | 14.6% | 4.4% | ||
| Q4 24 | 23.7% | -1.0% | ||
| Q3 24 | 12.3% | 1.3% | ||
| Q2 24 | 8.1% | 0.4% | ||
| Q1 24 | 28.9% | 0.3% |
| Q4 25 | $0.02 | $0.24 | ||
| Q3 25 | $-0.03 | $0.20 | ||
| Q2 25 | $0.44 | $0.20 | ||
| Q1 25 | $1.08 | $0.19 | ||
| Q4 24 | $1.68 | $-0.05 | ||
| Q3 24 | $0.86 | $0.06 | ||
| Q2 24 | $0.53 | $0.02 | ||
| Q1 24 | $1.73 | $0.01 |
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 | $2.2B |
| 株主資本純資産 | $3.2B | $2.7B |
| 総資産 | $7.0B | $6.6B |
| 負債/資本比率低いほどレバレッジが低い | 0.56× | 0.83× |
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 | $2.2B | ||
| Q3 25 | $2.0B | $2.3B | ||
| Q2 25 | $2.0B | $2.3B | ||
| Q1 25 | $2.0B | $2.3B | ||
| Q4 24 | $680.3M | $2.2B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $3.2B | $2.7B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $2.7B | $2.5B | ||
| Q1 25 | $2.6B | $2.4B | ||
| Q4 24 | $2.3B | $2.4B | ||
| Q3 24 | $2.1B | $1.2B | ||
| Q2 24 | $1.9B | $1.2B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | $7.0B | $6.6B | ||
| Q3 25 | $6.7B | $6.6B | ||
| Q2 25 | $6.2B | $6.5B | ||
| Q1 25 | $6.1B | $6.5B | ||
| Q4 24 | $4.5B | $6.2B | ||
| Q3 24 | $4.0B | $6.1B | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.6B | — |
| Q4 25 | 0.56× | 0.83× | ||
| Q3 25 | 0.66× | 0.90× | ||
| Q2 25 | 0.73× | 0.92× | ||
| Q1 25 | 0.79× | 0.96× | ||
| Q4 24 | 0.29× | 0.94× | ||
| Q3 24 | — | 2.94× | ||
| 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 | $323.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $307.3M |
| FCFマージンFCF / 売上 | 19.5% | 19.2% |
| 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× | 4.11× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $234.3M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $323.0M | ||
| Q3 25 | $60.0M | $14.8M | ||
| Q2 25 | $-91.7M | $2.9M | ||
| Q1 25 | $25.8M | $-24.0M | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $91.3M | $-13.9M | ||
| Q2 24 | $82.8M | — | ||
| Q1 24 | $-15.9M | $-83.6M |
| Q4 25 | $155.4M | $307.3M | ||
| Q3 25 | $33.4M | $-4.7M | ||
| Q2 25 | $-114.7M | $-19.0M | ||
| Q1 25 | $932.0K | $-49.3M | ||
| Q4 24 | $225.4M | — | ||
| Q3 24 | $64.8M | $-39.2M | ||
| Q2 24 | $71.4M | — | ||
| Q1 24 | $-32.1M | $-102.0M |
| Q4 25 | 19.5% | 19.2% | ||
| Q3 25 | 4.7% | -0.3% | ||
| Q2 25 | -17.2% | -1.2% | ||
| Q1 25 | 0.2% | -3.4% | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 11.9% | -3.1% | ||
| Q2 24 | 14.2% | — | ||
| Q1 24 | -7.0% | -8.3% |
| Q4 25 | 7.8% | 1.0% | ||
| Q3 25 | 3.7% | 1.3% | ||
| Q2 25 | 3.4% | 1.4% | ||
| Q1 25 | 4.1% | 1.8% | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 4.9% | 2.0% | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 3.5% | 1.5% |
| Q4 25 | 79.14× | 4.11× | ||
| Q3 25 | — | 0.22× | ||
| Q2 25 | -2.54× | 0.04× | ||
| Q1 25 | 0.29× | -0.38× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | -0.84× | ||
| Q2 24 | 2.03× | — | ||
| Q1 24 | -0.12× | -26.22× |
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% |
SARO
| Commercial Aerospace | $1.0B | 63% |
| Business Aviation | $266.2M | 17% |
| Military And Helicopter | $262.0M | 16% |
| Other | $68.1M | 4% |
