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Allot Ltd.（ALLT）与Axon Enterprise（AXON）财务数据对比。点击上方公司名可切换其他公司
Axon Enterprise的季度营收约是Allot Ltd.的33.1倍（$796.7M vs $24.1M）。Axon Enterprise净利率更高（0.3% vs -7.0%，领先7.4%）。Axon Enterprise同比增速更快（38.9% vs 8.5%）。Axon Enterprise自由现金流更多（$155.4M vs $4.0M）
Allot Ltd.是一家以色列高科技企业，前身为Allot Communications，核心业务为电信软件开发，公司总部设于以色列霍德哈沙伦，在通信技术软件领域拥有深厚的技术积累。
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。
ALLT vs AXON — 直观对比
营收规模更大
AXON
是对方的33.1倍
$24.1M
营收增速更快
AXON
高出30.4%
8.5%
净利率更高
AXON
高出7.4%
-7.0%
自由现金流更多
AXON
多$151.5M
$4.0M
损益表 — Q2 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $24.1M | $796.7M |
| 净利润 | $-1.7M | $2.7M |
| 毛利率 | 72.1% | 57.9% |
| 营业利润率 | -1.7% | -6.3% |
| 净利率 | -7.0% | 0.3% |
| 营收同比 | 8.5% | 38.9% |
| 净利润同比 | 49.6% | -98.0% |
| 每股收益（稀释后） | $-0.04 | $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ALLTAXON
| Q4 25 | — | $796.7M | ||
| Q3 25 | — | $710.6M | ||
| Q2 25 | $24.1M | $668.5M | ||
| Q1 25 | $23.1M | $603.6M | ||
| Q4 24 | — | $573.4M | ||
| Q3 24 | — | $544.3M | ||
| Q2 24 | $22.2M | $504.1M | ||
| Q1 24 | — | $460.7M |
净利润ALLTAXON
| Q4 25 | — | $2.7M | ||
| Q3 25 | — | $-2.2M | ||
| Q2 25 | $-1.7M | $36.1M | ||
| Q1 25 | $-332.0K | $88.0M | ||
| Q4 24 | — | $136.0M | ||
| Q3 24 | — | $67.0M | ||
| Q2 24 | $-3.4M | $40.8M | ||
| Q1 24 | — | $133.2M |
毛利率ALLTAXON
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 60.1% | ||
| Q2 25 | 72.1% | 60.4% | ||
| Q1 25 | 69.3% | 60.6% | ||
| Q4 24 | — | 60.5% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | 68.5% | 60.3% | ||
| Q1 24 | — | 56.4% |
营业利润率ALLTAXON
| Q4 25 | — | -6.3% | ||
| Q3 25 | — | -0.3% | ||
| Q2 25 | -1.7% | -0.2% | ||
| Q1 25 | -3.1% | -1.5% | ||
| Q4 24 | — | -2.6% | ||
| Q3 24 | — | 4.4% | ||
| Q2 24 | -15.2% | 6.5% | ||
| Q1 24 | — | 3.5% |
净利率ALLTAXON
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | -0.3% | ||
| Q2 25 | -7.0% | 5.4% | ||
| Q1 25 | -1.4% | 14.6% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | — | 12.3% | ||
| Q2 24 | -15.1% | 8.1% | ||
| Q1 24 | — | 28.9% |
每股收益（稀释后）ALLTAXON
| Q4 25 | — | $0.02 | ||
| Q3 25 | — | $-0.03 | ||
| Q2 25 | $-0.04 | $0.44 | ||
| Q1 25 | $-0.01 | $1.08 | ||
| Q4 24 | — | $1.68 | ||
| Q3 24 | — | $0.86 | ||
| Q2 24 | $-0.09 | $0.53 | ||
| Q1 24 | — | $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 | $60.1M | $1.7B |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $99.7M | $3.2B |
| 总资产 | $154.1M | $7.0B |
| 负债/权益比越低杠杆越低 | — | 0.56× |
8季度趋势，按日历期对齐
现金及短期投资ALLTAXON
| Q4 25 | — | $1.7B | ||
| Q3 25 | — | $2.4B | ||
| Q2 25 | $60.1M | $2.1B | ||
| Q1 25 | $10.1M | $2.2B | ||
| Q4 24 | — | $788.1M | ||
| Q3 24 | — | $1.0B | ||
| Q2 24 | $15.9M | $968.9M | ||
| Q1 24 | — | $964.1M |
总债务ALLTAXON
| 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 | — | — |
股东权益ALLTAXON
| Q4 25 | — | $3.2B | ||
| Q3 25 | — | $3.0B | ||
| Q2 25 | $99.7M | $2.7B | ||
| Q1 25 | $50.0M | $2.6B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | $46.7M | $1.9B | ||
| Q1 24 | — | $1.8B |
总资产ALLTAXON
| Q4 25 | — | $7.0B | ||
| Q3 25 | — | $6.7B | ||
| Q2 25 | $154.1M | $6.2B | ||
| Q1 25 | $140.3M | $6.1B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | — | $4.0B | ||
| Q2 24 | $132.5M | $3.7B | ||
| Q1 24 | — | $3.6B |
负债/权益比ALLTAXON
| 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 | — | — |
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 | $4.4M | $217.2M |
| 自由现金流经营现金流 - 资本支出 | $4.0M | $155.4M |
| 自由现金流率自由现金流/营收 | 16.5% | 19.5% |
| 资本支出强度资本支出/营收 | 1.7% | 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 | $-6.0M | $75.1M |
8季度趋势，按日历期对齐
经营现金流ALLTAXON
| Q4 25 | — | $217.2M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | $4.4M | $-91.7M | ||
| Q1 25 | $1.7M | $25.8M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | — | $91.3M | ||
| Q2 24 | $1.2M | $82.8M | ||
| Q1 24 | — | $-15.9M |
自由现金流ALLTAXON
| Q4 25 | — | $155.4M | ||
| Q3 25 | — | $33.4M | ||
| Q2 25 | $4.0M | $-114.7M | ||
| Q1 25 | $1.4M | $932.0K | ||
| Q4 24 | — | $225.4M | ||
| Q3 24 | — | $64.8M | ||
| Q2 24 | $217.0K | $71.4M | ||
| Q1 24 | — | $-32.1M |
自由现金流率ALLTAXON
| Q4 25 | — | 19.5% | ||
| Q3 25 | — | 4.7% | ||
| Q2 25 | 16.5% | -17.2% | ||
| Q1 25 | 6.1% | 0.2% | ||
| Q4 24 | — | 39.3% | ||
| Q3 24 | — | 11.9% | ||
| Q2 24 | 1.0% | 14.2% | ||
| Q1 24 | — | -7.0% |
资本支出强度ALLTAXON
| Q4 25 | — | 7.8% | ||
| Q3 25 | — | 3.7% | ||
| Q2 25 | 1.7% | 3.4% | ||
| Q1 25 | 1.2% | 4.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | — | 4.9% | ||
| Q2 24 | 4.3% | 2.2% | ||
| Q1 24 | — | 3.5% |
现金转化率ALLTAXON
| Q4 25 | — | 79.14× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | -2.54× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | — | 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
ALLT
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% |
