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Axon Enterprise（AXON）とUL Solutions Inc.（ULS）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 $789.0M、UL Solutions Inc.の約1.0倍）。UL Solutions Inc.の純利益率が高く（8.5% vs 0.3%、差は8.1%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 6.8%）。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 $86.0M）。過去8四半期でAxon Enterpriseの売上複合成長率が高い（31.5% vs 8.5%）
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。
ULエンタープライズは米国イリノイ州ノースブルックに本社を置く世界的な民間の安全関連企業です。UL研究所、UL規格・エンゲージメント、ULソリューションズの3つの組織から構成され、世界中の顧客に規格制定、検査認証、リスク管理などの専門サービスを提供し、製品・事業の安全性とコンプライアンスを支援しています。
AXON vs ULS — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $789.0M |
| 純利益 | $2.7M | $67.0M |
| 粗利率 | 57.9% | 49.7% |
| 営業利益率 | -6.3% | 15.0% |
| 純利益率 | 0.3% | 8.5% |
| 売上前年比 | 38.9% | 6.8% |
| 純利益前年比 | -98.0% | -17.3% |
| EPS（希薄化後） | $0.02 | $0.33 |
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 | $789.0M | ||
| Q3 25 | $710.6M | $783.0M | ||
| Q2 25 | $668.5M | $776.0M | ||
| Q1 25 | $603.6M | $705.0M | ||
| Q4 24 | $573.4M | $739.0M | ||
| Q3 24 | $544.3M | $731.0M | ||
| Q2 24 | $504.1M | $730.0M | ||
| Q1 24 | $460.7M | $670.0M |
| Q4 25 | $2.7M | $67.0M | ||
| Q3 25 | $-2.2M | $100.0M | ||
| Q2 25 | $36.1M | $91.0M | ||
| Q1 25 | $88.0M | $67.0M | ||
| Q4 24 | $136.0M | $81.0M | ||
| Q3 24 | $67.0M | $88.0M | ||
| Q2 24 | $40.8M | $101.0M | ||
| Q1 24 | $133.2M | $56.0M |
| Q4 25 | 57.9% | 49.7% | ||
| Q3 25 | 60.1% | 50.3% | ||
| Q2 25 | 60.4% | 49.4% | ||
| Q1 25 | 60.6% | 48.4% | ||
| Q4 24 | 60.5% | 47.4% | ||
| Q3 24 | 60.8% | 49.0% | ||
| Q2 24 | 60.3% | 50.1% | ||
| Q1 24 | 56.4% | 47.6% |
| Q4 25 | -6.3% | 15.0% | ||
| Q3 25 | -0.3% | 19.9% | ||
| Q2 25 | -0.2% | 17.9% | ||
| Q1 25 | -1.5% | 15.5% | ||
| Q4 24 | -2.6% | 15.6% | ||
| Q3 24 | 4.4% | 17.8% | ||
| Q2 24 | 6.5% | 17.3% | ||
| Q1 24 | 3.5% | 13.6% |
| Q4 25 | 0.3% | 8.5% | ||
| Q3 25 | -0.3% | 12.8% | ||
| Q2 25 | 5.4% | 11.7% | ||
| Q1 25 | 14.6% | 9.5% | ||
| Q4 24 | 23.7% | 11.0% | ||
| Q3 24 | 12.3% | 12.0% | ||
| Q2 24 | 8.1% | 13.8% | ||
| Q1 24 | 28.9% | 8.4% |
| Q4 25 | $0.02 | $0.33 | ||
| Q3 25 | $-0.03 | $0.49 | ||
| Q2 25 | $0.44 | $0.45 | ||
| Q1 25 | $1.08 | $0.33 | ||
| Q4 24 | $1.68 | $0.40 | ||
| Q3 24 | $0.86 | $0.44 | ||
| Q2 24 | $0.53 | $0.50 | ||
| Q1 24 | $1.73 | $0.28 |
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 | $295.0M |
| 総負債低いほど良い | $1.8B | $491.0M |
| 株主資本純資産 | $3.2B | $1.3B |
| 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× | 0.39× |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $1.7B | $295.0M | ||
| Q3 25 | $2.4B | $255.0M | ||
| Q2 25 | $2.1B | $272.0M | ||
| Q1 25 | $2.2B | $267.0M | ||
| Q4 24 | $788.1M | $298.0M | ||
| Q3 24 | $1.0B | $327.0M | ||
| Q2 24 | $968.9M | $295.0M | ||
| Q1 24 | $964.1M | $344.0M |
| Q4 25 | $1.8B | $491.0M | ||
| Q3 25 | $2.0B | $544.0M | ||
| Q2 25 | $2.0B | $608.0M | ||
| Q1 25 | $2.0B | $653.0M | ||
| Q4 24 | $680.3M | $742.0M | ||
| Q3 24 | — | $797.0M | ||
| Q2 24 | — | $810.0M | ||
| Q1 24 | — | $879.0M |
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.6B | $970.0M | ||
| Q4 24 | $2.3B | $904.0M | ||
| Q3 24 | $2.1B | $872.0M | ||
| Q2 24 | $1.9B | $769.0M | ||
| Q1 24 | $1.8B | $671.0M |
| Q4 25 | $7.0B | $2.9B | ||
| Q3 25 | $6.7B | $2.9B | ||
| Q2 25 | $6.2B | $2.9B | ||
| Q1 25 | $6.1B | $2.9B | ||
| Q4 24 | $4.5B | $2.8B | ||
| Q3 24 | $4.0B | $2.9B | ||
| Q2 24 | $3.7B | $2.7B | ||
| Q1 24 | $3.6B | $2.8B |
| Q4 25 | 0.56× | 0.39× | ||
| Q3 25 | 0.66× | 0.46× | ||
| Q2 25 | 0.73× | 0.56× | ||
| Q1 25 | 0.79× | 0.67× | ||
| Q4 24 | 0.29× | 0.82× | ||
| Q3 24 | — | 0.91× | ||
| Q2 24 | — | 1.05× | ||
| Q1 24 | — | 1.31× |
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 | $144.0M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $86.0M |
| FCFマージンFCF / 売上 | 19.5% | 10.9% |
| 設備投資強度設備投資 / 売上 | 7.8% | 7.4% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 2.15× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $403.0M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $144.0M | ||
| Q3 25 | $60.0M | $155.0M | ||
| Q2 25 | $-91.7M | $147.0M | ||
| Q1 25 | $25.8M | $154.0M | ||
| Q4 24 | $250.2M | $130.0M | ||
| Q3 24 | $91.3M | $150.0M | ||
| Q2 24 | $82.8M | $103.0M | ||
| Q1 24 | $-15.9M | $141.0M |
| Q4 25 | $155.4M | $86.0M | ||
| Q3 25 | $33.4M | $109.0M | ||
| Q2 25 | $-114.7M | $105.0M | ||
| Q1 25 | $932.0K | $103.0M | ||
| Q4 24 | $225.4M | $72.0M | ||
| Q3 24 | $64.8M | $84.0M | ||
| Q2 24 | $71.4M | $47.0M | ||
| Q1 24 | $-32.1M | $84.0M |
| Q4 25 | 19.5% | 10.9% | ||
| Q3 25 | 4.7% | 13.9% | ||
| Q2 25 | -17.2% | 13.5% | ||
| Q1 25 | 0.2% | 14.6% | ||
| Q4 24 | 39.3% | 9.7% | ||
| Q3 24 | 11.9% | 11.5% | ||
| Q2 24 | 14.2% | 6.4% | ||
| Q1 24 | -7.0% | 12.5% |
| Q4 25 | 7.8% | 7.4% | ||
| Q3 25 | 3.7% | 5.9% | ||
| Q2 25 | 3.4% | 5.4% | ||
| Q1 25 | 4.1% | 7.2% | ||
| Q4 24 | 4.3% | 7.8% | ||
| Q3 24 | 4.9% | 9.0% | ||
| Q2 24 | 2.2% | 7.7% | ||
| Q1 24 | 3.5% | 8.5% |
| Q4 25 | 79.14× | 2.15× | ||
| Q3 25 | — | 1.55× | ||
| Q2 25 | -2.54× | 1.62× | ||
| Q1 25 | 0.29× | 2.30× | ||
| Q4 24 | 1.84× | 1.60× | ||
| Q3 24 | 1.36× | 1.70× | ||
| Q2 24 | 2.03× | 1.02× | ||
| Q1 24 | -0.12× | 2.52× |
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% |
ULS
| Industrial | $352.0M | 45% |
| Ongoing Certification Services | $259.0M | 33% |
| Software And Advisory | $102.0M | 13% |
| Software | $75.0M | 10% |
