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Axon Enterprise（AXON）とADVANCED DRAINAGE SYSTEMS, INC.（WMS）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 $693.4M、ADVANCED DRAINAGE SYSTEMS, INC.の約1.1倍）。ADVANCED DRAINAGE SYSTEMS, INC.の純利益率が高く（13.5% vs 0.3%、差は13.2%）。Axon Enterpriseの前年同期比売上増加率が高い（38.9% vs 0.4%）。ADVANCED DRAINAGE SYSTEMS, INC.の直近四半期フリーキャッシュフローが多い（$183.6M 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 3.0%）
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。
アドバンスド・ドレネージ・システムズ（略称ADS）は米国の企業で、ポリプロピレン・ポリエチレン製パイプ、プラスチック製浸出場システム、浄化槽と付属部品、雨水調整施設、PVC製排水構造物、継手、水ろ過・分離装置の設計・製造・販売を行い、米国最大の高密度ポリエチレンパイプメーカーです。本社はオハイオ州ヒリアードに所在します。
AXON vs WMS — 直接比較
損益計算書 — Q4 FY2025 vs Q3 FY2026
| 指標 | | |
|---|---|---|
| 売上 | $796.7M | $693.4M |
| 純利益 | $2.7M | $93.6M |
| 粗利率 | 57.9% | 37.4% |
| 営業利益率 | -6.3% | 19.7% |
| 純利益率 | 0.3% | 13.5% |
| 売上前年比 | 38.9% | 0.4% |
| 純利益前年比 | -98.0% | 15.3% |
| EPS（希薄化後） | $0.02 | $1.19 |
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 | $693.4M | ||
| Q3 25 | $710.6M | $850.4M | ||
| Q2 25 | $668.5M | $829.9M | ||
| Q1 25 | $603.6M | $615.8M | ||
| Q4 24 | $573.4M | $690.5M | ||
| Q3 24 | $544.3M | $782.6M | ||
| Q2 24 | $504.1M | $815.3M | ||
| Q1 24 | $460.7M | $653.8M |
| Q4 25 | $2.7M | $93.6M | ||
| Q3 25 | $-2.2M | $156.0M | ||
| Q2 25 | $36.1M | $143.9M | ||
| Q1 25 | $88.0M | $77.2M | ||
| Q4 24 | $136.0M | $81.2M | ||
| Q3 24 | $67.0M | $130.4M | ||
| Q2 24 | $40.8M | $161.4M | ||
| Q1 24 | $133.2M | $94.8M |
| Q4 25 | 57.9% | 37.4% | ||
| Q3 25 | 60.1% | 40.0% | ||
| Q2 25 | 60.4% | 39.8% | ||
| Q1 25 | 60.6% | 36.7% | ||
| Q4 24 | 60.5% | 35.0% | ||
| Q3 24 | 60.8% | 37.6% | ||
| Q2 24 | 60.3% | 40.8% | ||
| Q1 24 | 56.4% | 38.5% |
| Q4 25 | -6.3% | 19.7% | ||
| Q3 25 | -0.3% | 26.3% | ||
| Q2 25 | -0.2% | 24.8% | ||
| Q1 25 | -1.5% | 19.0% | ||
| Q4 24 | -2.6% | 18.4% | ||
| Q3 24 | 4.4% | 23.9% | ||
| Q2 24 | 6.5% | 27.7% | ||
| Q1 24 | 3.5% | 20.7% |
| Q4 25 | 0.3% | 13.5% | ||
| Q3 25 | -0.3% | 18.3% | ||
| Q2 25 | 5.4% | 17.3% | ||
| Q1 25 | 14.6% | 12.5% | ||
| Q4 24 | 23.7% | 11.8% | ||
| Q3 24 | 12.3% | 16.7% | ||
| Q2 24 | 8.1% | 19.8% | ||
| Q1 24 | 28.9% | 14.5% |
| Q4 25 | $0.02 | $1.19 | ||
| Q3 25 | $-0.03 | $1.99 | ||
| Q2 25 | $0.44 | $1.84 | ||
| Q1 25 | $1.08 | $0.99 | ||
| Q4 24 | $1.68 | $1.04 | ||
| Q3 24 | $0.86 | $1.67 | ||
| Q2 24 | $0.53 | $2.06 | ||
| Q1 24 | $1.73 | $1.22 |
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 | $1.0B |
| 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 | $4.1B |
| 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 | $1.0B | ||
| Q3 25 | $2.4B | $812.9M | ||
| Q2 25 | $2.1B | $638.3M | ||
| Q1 25 | $2.2B | $463.3M | ||
| Q4 24 | $788.1M | $488.9M | ||
| Q3 24 | $1.0B | $613.0M | ||
| Q2 24 | $968.9M | $541.6M | ||
| Q1 24 | $964.1M | $490.2M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | $1.3B | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.3B |
| Q4 25 | $3.2B | $1.9B | ||
| Q3 25 | $3.0B | $1.8B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.5B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | $7.0B | $4.1B | ||
| Q3 25 | $6.7B | $4.1B | ||
| Q2 25 | $6.2B | $3.9B | ||
| Q1 25 | $6.1B | $3.7B | ||
| Q4 24 | $4.5B | $3.6B | ||
| Q3 24 | $4.0B | $3.5B | ||
| Q2 24 | $3.7B | $3.4B | ||
| Q1 24 | $3.6B | $3.3B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | 0.83× | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.11× |
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 | $269.3M |
| フリーキャッシュフロー営業CF - 設備投資 | $155.4M | $183.6M |
| FCFマージンFCF / 売上 | 19.5% | 26.5% |
| 設備投資強度設備投資 / 売上 | 7.8% | 12.4% |
| キャッシュ転換率営業CF / 純利益 | 79.14× | 2.88× |
| 直近12ヶ月FCF直近4四半期 | $75.1M | $577.1M |
8四半期トレンド — 暦四半期で整列
| Q4 25 | $217.2M | $269.3M | ||
| Q3 25 | $60.0M | $234.9M | ||
| Q2 25 | $-91.7M | $275.0M | ||
| Q1 25 | $25.8M | $41.2M | ||
| Q4 24 | $250.2M | $189.9M | ||
| Q3 24 | $91.3M | $166.9M | ||
| Q2 24 | $82.8M | $183.4M | ||
| Q1 24 | $-15.9M | $17.7M |
| Q4 25 | $155.4M | $183.6M | ||
| Q3 25 | $33.4M | $176.4M | ||
| Q2 25 | $-114.7M | $222.4M | ||
| Q1 25 | $932.0K | $-5.3M | ||
| Q4 24 | $225.4M | $135.7M | ||
| Q3 24 | $64.8M | $112.4M | ||
| Q2 24 | $71.4M | $125.7M | ||
| Q1 24 | $-32.1M | $-29.8M |
| Q4 25 | 19.5% | 26.5% | ||
| Q3 25 | 4.7% | 20.7% | ||
| Q2 25 | -17.2% | 26.8% | ||
| Q1 25 | 0.2% | -0.9% | ||
| Q4 24 | 39.3% | 19.7% | ||
| Q3 24 | 11.9% | 14.4% | ||
| Q2 24 | 14.2% | 15.4% | ||
| Q1 24 | -7.0% | -4.6% |
| Q4 25 | 7.8% | 12.4% | ||
| Q3 25 | 3.7% | 6.9% | ||
| Q2 25 | 3.4% | 6.3% | ||
| Q1 25 | 4.1% | 7.6% | ||
| Q4 24 | 4.3% | 7.9% | ||
| Q3 24 | 4.9% | 7.0% | ||
| Q2 24 | 2.2% | 7.1% | ||
| Q1 24 | 3.5% | 7.3% |
| Q4 25 | 79.14× | 2.88× | ||
| Q3 25 | — | 1.51× | ||
| Q2 25 | -2.54× | 1.91× | ||
| Q1 25 | 0.29× | 0.53× | ||
| Q4 24 | 1.84× | 2.34× | ||
| Q3 24 | 1.36× | 1.28× | ||
| Q2 24 | 2.03× | 1.14× | ||
| Q1 24 | -0.12× | 0.19× |
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% |
WMS
| Reportable Segment Aggregation Before Other Operating Segment | $557.3M | 80% |
| Other | $85.5M | 12% |
| Pipe | $35.5M | 5% |
| Allied Products And Other | $15.0M | 2% |
