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Axon Enterprise(AXON)とVontier Corp(VNT)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
Vontier Corpの直近四半期売上が大きい($808.5M vs $796.7M、Axon Enterpriseの約1.0倍)。Vontier Corpの純利益率が高く(15.3% vs 0.3%、差は14.9%)。Axon Enterpriseの前年同期比売上増加率が高い(38.9% vs 4.1%)。Vontier Corpの直近四半期フリーキャッシュフローが多い($174.8M 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 3.4%)
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。
Vontierコーポレーションは米国ノースカロライナ州ローリーに本社を置く産業製造企業で、Gilbarco Veeder-Root、Matco Tools、Teletrac Navmanといったブランドを所有し、子会社にHennessy Industries、Gasboy、Global Traffic Technologies(GTT)などがあります。
AXON vs VNT — 直接比較
損益計算書 — Q4 2025 vs Q4 2025
| 指標 | ||
|---|---|---|
| 売上 | $796.7M | $808.5M |
| 純利益 | $2.7M | $123.5M |
| 粗利率 | 57.9% | — |
| 営業利益率 | -6.3% | 18.9% |
| 純利益率 | 0.3% | 15.3% |
| 売上前年比 | 38.9% | 4.1% |
| 純利益前年比 | -98.0% | 0.0% |
| EPS(希薄化後) | $0.02 | $0.85 |
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 | $808.5M | ||
| Q3 25 | $710.6M | $752.5M | ||
| Q2 25 | $668.5M | $773.5M | ||
| Q1 25 | $603.6M | $741.1M | ||
| Q4 24 | $573.4M | $776.8M | ||
| Q3 24 | $544.3M | $750.0M | ||
| Q2 24 | $504.1M | $696.4M | ||
| Q1 24 | $460.7M | $755.8M |
| Q4 25 | $2.7M | $123.5M | ||
| Q3 25 | $-2.2M | $102.8M | ||
| Q2 25 | $36.1M | $91.9M | ||
| Q1 25 | $88.0M | $87.9M | ||
| Q4 24 | $136.0M | $123.5M | ||
| Q3 24 | $67.0M | $91.8M | ||
| Q2 24 | $40.8M | $70.1M | ||
| Q1 24 | $133.2M | $136.8M |
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 47.3% | ||
| Q2 25 | 60.4% | 47.9% | ||
| Q1 25 | 60.6% | 47.3% | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | 47.2% | ||
| Q2 24 | 60.3% | 48.2% | ||
| Q1 24 | 56.4% | 49.2% |
| Q4 25 | -6.3% | 18.9% | ||
| Q3 25 | -0.3% | 18.9% | ||
| Q2 25 | -0.2% | 17.6% | ||
| Q1 25 | -1.5% | 17.6% | ||
| Q4 24 | -2.6% | 19.2% | ||
| Q3 24 | 4.4% | 17.5% | ||
| Q2 24 | 6.5% | 16.4% | ||
| Q1 24 | 3.5% | 18.8% |
| Q4 25 | 0.3% | 15.3% | ||
| Q3 25 | -0.3% | 13.7% | ||
| Q2 25 | 5.4% | 11.9% | ||
| Q1 25 | 14.6% | 11.9% | ||
| Q4 24 | 23.7% | 15.9% | ||
| Q3 24 | 12.3% | 12.2% | ||
| Q2 24 | 8.1% | 10.1% | ||
| Q1 24 | 28.9% | 18.1% |
| Q4 25 | $0.02 | $0.85 | ||
| Q3 25 | $-0.03 | $0.70 | ||
| Q2 25 | $0.44 | $0.62 | ||
| Q1 25 | $1.08 | $0.59 | ||
| Q4 24 | $1.68 | $0.82 | ||
| Q3 24 | $0.86 | $0.60 | ||
| Q2 24 | $0.53 | $0.45 | ||
| Q1 24 | $1.73 | $0.88 |
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 | $492.2M |
| 総負債低いほど良い | $1.8B | — |
| 株主資本純資産 | $3.2B | $1.2B |
| 総資産 | $7.0B | $4.4B |
| 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 | $492.2M | ||
| Q3 25 | $2.4B | $433.8M | ||
| Q2 25 | $2.1B | $364.2M | ||
| Q1 25 | $2.2B | $333.6M | ||
| Q4 24 | $788.1M | $356.4M | ||
| Q3 24 | $1.0B | $330.9M | ||
| Q2 24 | $968.9M | $331.3M | ||
| Q1 24 | $964.1M | $406.0M |
| 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 | $1.2B | ||
| Q3 25 | $3.0B | $1.2B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.1B | ||
| Q4 24 | $2.3B | $1.1B | ||
| Q3 24 | $2.1B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B | ||
| Q1 24 | $1.8B | $984.9M |
| Q4 25 | $7.0B | $4.4B | ||
| Q3 25 | $6.7B | $4.4B | ||
| Q2 25 | $6.2B | $4.4B | ||
| Q1 25 | $6.1B | $4.3B | ||
| Q4 24 | $4.5B | $4.3B | ||
| Q3 24 | $4.0B | $4.3B | ||
| Q2 24 | $3.7B | $4.2B | ||
| Q1 24 | $3.6B | $4.3B |
| 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 | $190.1M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $174.8M |
| FCFマージンFCF / 売上 | 19.5% | 21.6% |
| 設備投資強度設備投資 / 売上 | 7.8% | 1.9% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 1.54× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $441.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $190.1M | ||
| Q3 25 | $60.0M | $110.5M | ||
| Q2 25 | $-91.7M | $100.0M | ||
| Q1 25 | $25.8M | $110.4M | ||
| Q4 24 | $250.2M | $168.1M | ||
| Q3 24 | $91.3M | $121.8M | ||
| Q2 24 | $82.8M | $46.1M | ||
| Q1 24 | $-15.9M | $91.5M |
| Q4 25 | $155.4M | $174.8M | ||
| Q3 25 | $33.4M | $90.3M | ||
| Q2 25 | $-114.7M | $83.3M | ||
| Q1 25 | $932.0K | $92.7M | ||
| Q4 24 | $225.4M | $148.0M | ||
| Q3 24 | $64.8M | $103.2M | ||
| Q2 24 | $71.4M | $22.3M | ||
| Q1 24 | $-32.1M | $71.3M |
| Q4 25 | 19.5% | 21.6% | ||
| Q3 25 | 4.7% | 12.0% | ||
| Q2 25 | -17.2% | 10.8% | ||
| Q1 25 | 0.2% | 12.5% | ||
| Q4 24 | 39.3% | 19.1% | ||
| Q3 24 | 11.9% | 13.8% | ||
| Q2 24 | 14.2% | 3.2% | ||
| Q1 24 | -7.0% | 9.4% |
| Q4 25 | 7.8% | 1.9% | ||
| Q3 25 | 3.7% | 2.7% | ||
| Q2 25 | 3.4% | 2.2% | ||
| Q1 25 | 4.1% | 2.4% | ||
| Q4 24 | 4.3% | 2.6% | ||
| Q3 24 | 4.9% | 2.5% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 3.5% | 2.7% |
| Q4 25 | 79.14× | 1.54× | ||
| Q3 25 | — | 1.07× | ||
| Q2 25 | -2.54× | 1.09× | ||
| Q1 25 | 0.29× | 1.26× | ||
| Q4 24 | 1.84× | 1.36× | ||
| Q3 24 | 1.36× | 1.33× | ||
| Q2 24 | 2.03× | 0.66× | ||
| Q1 24 | -0.12× | 0.67× |
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% |
VNT
| Environmental Fueling Solutions Segment | $387.5M | 48% |
| Services | $191.0M | 24% |
| Repair Solutions Segment | $144.5M | 18% |
| Other | $85.5M | 11% |