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安道拓(ADNT)与Axon Enterprise(AXON)财务数据对比。点击上方公司名可切换其他公司
安道拓的季度营收约是Axon Enterprise的4.6倍($3.6B vs $796.7M)。Axon Enterprise净利率更高(0.3% vs -0.6%,领先0.9%)。Axon Enterprise同比增速更快(38.9% vs 4.3%)。Axon Enterprise自由现金流更多($155.4M vs $15.0M)。过去两年Axon Enterprise的营收复合增速更高(31.5% vs -1.4%)
安道拓是全球规模最大的汽车座椅制造商,注册地位于爱尔兰,运营总部设在美国密歇根州普利茅斯,业务覆盖全球各地,为全球客户提供专业的汽车座椅相关产品及解决方案,在汽车座椅领域拥有领先的市场地位与技术优势。
Axon Enterprise是总部位于美国亚利桑那州斯科茨代尔的企业,面向军队、执法部门及民用市场开发各类武器装备与相关技术产品,业务覆盖公共安全、国防及民用消费等多个领域,为不同用户群体提供适配的产品解决方案。
ADNT vs AXON — 直观对比
营收规模更大
ADNT
是对方的4.6倍
$796.7M
营收增速更快
AXON
高出34.7%
4.3%
净利率更高
AXON
高出0.9%
-0.6%
自由现金流更多
AXON
多$140.4M
$15.0M
两年增速更快
AXON
近两年复合增速
-1.4%
损益表 — Q1 2026 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $3.6B | $796.7M |
| 净利润 | $-22.0M | $2.7M |
| 毛利率 | 6.0% | 57.9% |
| 营业利润率 | 1.1% | -6.3% |
| 净利率 | -0.6% | 0.3% |
| 营收同比 | 4.3% | 38.9% |
| 净利润同比 | — | -98.0% |
| 每股收益(稀释后) | $-0.28 | $0.02 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
ADNT
AXON
| Q4 25 | $3.6B | $796.7M | ||
| Q3 25 | $3.7B | $710.6M | ||
| Q2 25 | $3.7B | $668.5M | ||
| Q1 25 | $3.6B | $603.6M | ||
| Q4 24 | $3.5B | $573.4M | ||
| Q3 24 | $3.6B | $544.3M | ||
| Q2 24 | $3.7B | $504.1M | ||
| Q1 24 | $3.8B | $460.7M |
净利润
ADNT
AXON
| Q4 25 | $-22.0M | $2.7M | ||
| Q3 25 | $18.0M | $-2.2M | ||
| Q2 25 | $36.0M | $36.1M | ||
| Q1 25 | $-335.0M | $88.0M | ||
| Q4 24 | $0 | $136.0M | ||
| Q3 24 | $79.0M | $67.0M | ||
| Q2 24 | $-11.0M | $40.8M | ||
| Q1 24 | $-70.0M | $133.2M |
毛利率
ADNT
AXON
| Q4 25 | 6.0% | 57.9% | ||
| Q3 25 | 6.7% | 60.1% | ||
| Q2 25 | 6.3% | 60.4% | ||
| Q1 25 | 7.2% | 60.6% | ||
| Q4 24 | 6.2% | 60.5% | ||
| Q3 24 | 6.9% | 60.8% | ||
| Q2 24 | 5.6% | 60.3% | ||
| Q1 24 | 6.1% | 56.4% |
营业利润率
ADNT
AXON
| Q4 25 | 1.1% | -6.3% | ||
| Q3 25 | 1.7% | -0.3% | ||
| Q2 25 | 1.8% | -0.2% | ||
| Q1 25 | -7.3% | -1.5% | ||
| Q4 24 | 1.3% | -2.6% | ||
| Q3 24 | 1.8% | 4.4% | ||
| Q2 24 | 1.2% | 6.5% | ||
| Q1 24 | -1.1% | 3.5% |
净利率
ADNT
AXON
| Q4 25 | -0.6% | 0.3% | ||
| Q3 25 | 0.5% | -0.3% | ||
| Q2 25 | 1.0% | 5.4% | ||
| Q1 25 | -9.3% | 14.6% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | 2.2% | 12.3% | ||
| Q2 24 | -0.3% | 8.1% | ||
| Q1 24 | -1.9% | 28.9% |
每股收益(稀释后)
ADNT
AXON
| Q4 25 | $-0.28 | $0.02 | ||
| Q3 25 | $0.17 | $-0.03 | ||
| Q2 25 | $0.43 | $0.44 | ||
| Q1 25 | $-3.99 | $1.08 | ||
| Q4 24 | $0.00 | $1.68 | ||
| Q3 24 | $0.88 | $0.86 | ||
| Q2 24 | $-0.12 | $0.53 | ||
| Q1 24 | $-0.77 | $1.73 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | — | $1.7B |
| 总债务越低越好 | $2.4B | $1.8B |
| 股东权益账面价值 | $1.7B | $3.2B |
| 总资产 | $8.8B | $7.0B |
| 负债/权益比越低杠杆越低 | 1.37× | 0.56× |
8季度趋势,按日历期对齐
现金及短期投资
ADNT
AXON
| 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 |
总债务
ADNT
AXON
| Q4 25 | $2.4B | $1.8B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.4B | $2.0B | ||
| Q1 25 | $2.4B | $2.0B | ||
| Q4 24 | $2.4B | $680.3M | ||
| Q3 24 | $2.4B | — | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | — |
股东权益
ADNT
AXON
| Q4 25 | $1.7B | $3.2B | ||
| Q3 25 | $1.8B | $3.0B | ||
| Q2 25 | $1.8B | $2.7B | ||
| Q1 25 | $1.7B | $2.6B | ||
| Q4 24 | $1.9B | $2.3B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $2.1B | $1.8B |
总资产
ADNT
AXON
| Q4 25 | $8.8B | $7.0B | ||
| Q3 25 | $9.0B | $6.7B | ||
| Q2 25 | $8.8B | $6.2B | ||
| Q1 25 | $8.6B | $6.1B | ||
| Q4 24 | $8.5B | $4.5B | ||
| Q3 24 | $9.4B | $4.0B | ||
| Q2 24 | $9.1B | $3.7B | ||
| Q1 24 | $9.3B | $3.6B |
负债/权益比
ADNT
AXON
| Q4 25 | 1.37× | 0.56× | ||
| Q3 25 | 1.35× | 0.66× | ||
| Q2 25 | 1.34× | 0.73× | ||
| Q1 25 | 1.44× | 0.79× | ||
| Q4 24 | 1.28× | 0.29× | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.24× | — | ||
| Q1 24 | 1.16× | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $80.0M | $217.2M |
| 自由现金流经营现金流 - 资本支出 | $15.0M | $155.4M |
| 自由现金流率自由现金流/营收 | 0.4% | 19.5% |
| 资本支出强度资本支出/营收 | 1.8% | 7.8% |
| 现金转化率经营现金流/净利润 | — | 79.14× |
| 过去12个月自由现金流最近4个季度 | $174.0M | $75.1M |
8季度趋势,按日历期对齐
经营现金流
ADNT
AXON
| Q4 25 | $80.0M | $217.2M | ||
| Q3 25 | $213.0M | $60.0M | ||
| Q2 25 | $172.0M | $-91.7M | ||
| Q1 25 | $-45.0M | $25.8M | ||
| Q4 24 | $109.0M | $250.2M | ||
| Q3 24 | $263.0M | $91.3M | ||
| Q2 24 | $158.0M | $82.8M | ||
| Q1 24 | $81.0M | $-15.9M |
自由现金流
ADNT
AXON
| Q4 25 | $15.0M | $155.4M | ||
| Q3 25 | $134.0M | $33.4M | ||
| Q2 25 | $115.0M | $-114.7M | ||
| Q1 25 | $-90.0M | $932.0K | ||
| Q4 24 | $45.0M | $225.4M | ||
| Q3 24 | $191.0M | $64.8M | ||
| Q2 24 | $88.0M | $71.4M | ||
| Q1 24 | $12.0M | $-32.1M |
自由现金流率
ADNT
AXON
| Q4 25 | 0.4% | 19.5% | ||
| Q3 25 | 3.6% | 4.7% | ||
| Q2 25 | 3.1% | -17.2% | ||
| Q1 25 | -2.5% | 0.2% | ||
| Q4 24 | 1.3% | 39.3% | ||
| Q3 24 | 5.4% | 11.9% | ||
| Q2 24 | 2.4% | 14.2% | ||
| Q1 24 | 0.3% | -7.0% |
资本支出强度
ADNT
AXON
| Q4 25 | 1.8% | 7.8% | ||
| Q3 25 | 2.1% | 3.7% | ||
| Q2 25 | 1.5% | 3.4% | ||
| Q1 25 | 1.2% | 4.1% | ||
| Q4 24 | 1.8% | 4.3% | ||
| Q3 24 | 2.0% | 4.9% | ||
| Q2 24 | 1.9% | 2.2% | ||
| Q1 24 | 1.8% | 3.5% |
现金转化率
ADNT
AXON
| Q4 25 | — | 79.14× | ||
| Q3 25 | 11.83× | — | ||
| Q2 25 | 4.78× | -2.54× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 3.33× | 1.36× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | — | -0.12× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
ADNT
暂无分部数据
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |