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亚朵集团（ATAT）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的季度营收约是亚朵集团的1.0倍（$796.7M vs $789.6M），亚朵集团净利率更高（17.6% vs 0.3%，领先17.3%），亚朵集团同比增速更快（252.5% vs 38.9%），亚朵集团自由现金流更多（$210.7M vs $155.4M）
亚朵生活控股是中国领先的文旅生活服务企业，主营中高端连锁酒店运营业务，面向商旅及休闲出行人群提供高品质住宿服务，同时配套布局生活文创零售、场景体验等多元业务，覆盖国内核心城市及部分海外市场。
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。
ATAT vs AXON — 直观对比
营收规模更大
AXON
是对方的1.0倍
$789.6M
营收增速更快
ATAT
高出213.6%
38.9%
净利率更高
ATAT
高出17.3%
0.3%
自由现金流更多
ATAT
多$55.2M
$155.4M
损益表 — Q3 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $789.6M | $796.7M |
| 净利润 | $139.1M | $2.7M |
| 毛利率 | — | 57.9% |
| 营业利润率 | 22.5% | -6.3% |
| 净利率 | 17.6% | 0.3% |
| 营收同比 | 252.5% | 38.9% |
| 净利润同比 | 322.2% | -98.0% |
| 每股收益（稀释后） | $0.33 | $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ATATAXON
| Q4 25 | — | $796.7M | ||
| Q3 25 | $789.6M | $710.6M | ||
| Q2 25 | — | $668.5M | ||
| Q1 25 | — | $603.6M | ||
| Q4 24 | — | $573.4M | ||
| Q3 24 | $224.0M | $544.3M | ||
| Q2 24 | — | $504.1M | ||
| Q1 24 | $203.4M | $460.7M |
净利润ATATAXON
| Q4 25 | — | $2.7M | ||
| Q3 25 | $139.1M | $-2.2M | ||
| Q2 25 | — | $36.1M | ||
| Q1 25 | — | $88.0M | ||
| Q4 24 | — | $136.0M | ||
| Q3 24 | $33.0M | $67.0M | ||
| Q2 24 | — | $40.8M | ||
| Q1 24 | $35.6M | $133.2M |
毛利率ATATAXON
| Q4 25 | — | 57.9% | ||
| Q3 25 | — | 60.1% | ||
| Q2 25 | — | 60.4% | ||
| Q1 25 | — | 60.6% | ||
| Q4 24 | — | 60.5% | ||
| Q3 24 | — | 60.8% | ||
| Q2 24 | — | 60.3% | ||
| Q1 24 | — | 56.4% |
营业利润率ATATAXON
| Q4 25 | — | -6.3% | ||
| Q3 25 | 22.5% | -0.3% | ||
| Q2 25 | — | -0.2% | ||
| Q1 25 | — | -1.5% | ||
| Q4 24 | — | -2.6% | ||
| Q3 24 | 14.7% | 4.4% | ||
| Q2 24 | — | 6.5% | ||
| Q1 24 | 22.1% | 3.5% |
净利率ATATAXON
| Q4 25 | — | 0.3% | ||
| Q3 25 | 17.6% | -0.3% | ||
| Q2 25 | — | 5.4% | ||
| Q1 25 | — | 14.6% | ||
| Q4 24 | — | 23.7% | ||
| Q3 24 | 14.7% | 12.3% | ||
| Q2 24 | — | 8.1% | ||
| Q1 24 | 17.5% | 28.9% |
每股收益（稀释后）ATATAXON
| Q4 25 | — | $0.02 | ||
| Q3 25 | $0.33 | $-0.03 | ||
| Q2 25 | — | $0.44 | ||
| Q1 25 | — | $1.08 | ||
| Q4 24 | — | $1.68 | ||
| Q3 24 | $0.08 | $0.86 | ||
| Q2 24 | — | $0.53 | ||
| Q1 24 | $0.09 | $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 | $669.2M | $1.7B |
| 总债务越低越好 | — | $1.8B |
| 股东权益账面价值 | $405.0M | $3.2B |
| 总资产 | $1.1B | $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ATATAXON
| Q4 25 | — | $1.7B | ||
| Q3 25 | $669.2M | $2.4B | ||
| Q2 25 | — | $2.1B | ||
| Q1 25 | — | $2.2B | ||
| Q4 24 | — | $788.1M | ||
| Q3 24 | $506.0M | $1.0B | ||
| Q2 24 | — | $968.9M | ||
| Q1 24 | $520.7M | $964.1M |
总债务ATATAXON
| 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 | $277.0K | — |
股东权益ATATAXON
| Q4 25 | — | $3.2B | ||
| Q3 25 | $405.0M | $3.0B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.6B | ||
| Q4 24 | — | $2.3B | ||
| Q3 24 | $291.3M | $2.1B | ||
| Q2 24 | — | $1.9B | ||
| Q1 24 | $323.5M | $1.8B |
总资产ATATAXON
| Q4 25 | — | $7.0B | ||
| Q3 25 | $1.1B | $6.7B | ||
| Q2 25 | — | $6.2B | ||
| Q1 25 | — | $6.1B | ||
| Q4 24 | — | $4.5B | ||
| Q3 24 | $927.8M | $4.0B | ||
| Q2 24 | — | $3.7B | ||
| Q1 24 | $936.3M | $3.6B |
负债/权益比ATATAXON
| 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 | 0.00× | — |
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 | $216.6M | $217.2M |
| 自由现金流经营现金流 - 资本支出 | $210.7M | $155.4M |
| 自由现金流率自由现金流/营收 | 26.7% | 19.5% |
| 资本支出强度资本支出/营收 | 0.8% | 7.8% |
| 现金转化率经营现金流/净利润 | 1.56× | 79.14× |
| 过去12个月自由现金流最近4个季度 | $359.6M | $75.1M |
8季度趋势，按日历期对齐
经营现金流ATATAXON
| Q4 25 | — | $217.2M | ||
| Q3 25 | $216.6M | $60.0M | ||
| Q2 25 | — | $-91.7M | ||
| Q1 25 | — | $25.8M | ||
| Q4 24 | — | $250.2M | ||
| Q3 24 | $84.8M | $91.3M | ||
| Q2 24 | — | $82.8M | ||
| Q1 24 | $19.8M | $-15.9M |
自由现金流ATATAXON
| Q4 25 | — | $155.4M | ||
| Q3 25 | $210.7M | $33.4M | ||
| Q2 25 | — | $-114.7M | ||
| Q1 25 | — | $932.0K | ||
| Q4 24 | — | $225.4M | ||
| Q3 24 | $83.3M | $64.8M | ||
| Q2 24 | — | $71.4M | ||
| Q1 24 | $18.1M | $-32.1M |
自由现金流率ATATAXON
| Q4 25 | — | 19.5% | ||
| Q3 25 | 26.7% | 4.7% | ||
| Q2 25 | — | -17.2% | ||
| Q1 25 | — | 0.2% | ||
| Q4 24 | — | 39.3% | ||
| Q3 24 | 37.2% | 11.9% | ||
| Q2 24 | — | 14.2% | ||
| Q1 24 | 8.9% | -7.0% |
资本支出强度ATATAXON
| Q4 25 | — | 7.8% | ||
| Q3 25 | 0.8% | 3.7% | ||
| Q2 25 | — | 3.4% | ||
| Q1 25 | — | 4.1% | ||
| Q4 24 | — | 4.3% | ||
| Q3 24 | 0.7% | 4.9% | ||
| Q2 24 | — | 2.2% | ||
| Q1 24 | 0.9% | 3.5% |
现金转化率ATATAXON
| Q4 25 | — | 79.14× | ||
| Q3 25 | 1.56× | — | ||
| Q2 25 | — | -2.54× | ||
| Q1 25 | — | 0.29× | ||
| Q4 24 | — | 1.84× | ||
| Q3 24 | 2.57× | 1.36× | ||
| Q2 24 | — | 2.03× | ||
| Q1 24 | 0.56× | -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
ATAT
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% |
