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AeroVironment Inc（AVAV）与Axos Financial, Inc.（AX）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是Axos Financial, Inc.的1.2倍（$472.5M vs $385.1M），Axos Financial, Inc.净利率更高（33.3% vs -3.6%，领先37.0%），AeroVironment Inc同比增速更快（181.9% vs 25.1%），Axos Financial, Inc.自由现金流更多（$85.4M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 14.3%）
AeroVironment是1971年由人力飞机设计师保罗·麦克里迪创立的美国国防科技企业，总部位于弗吉尼亚州阿灵顿，专注于自主系统、反无人机系统及航天系统的研发制造，为美国国防部及多国军方供应渡鸦、弹簧刀、黄蜂、美洲狮等系列中小型无人机产品。
Axos Financial是总部位于美国内华达州拉斯维加斯的银行控股公司，旗下拥有直销银行Axos Bank，同时提供注册投资顾问服务及电子交易平台，深耕数字化金融赛道，可为用户提供多元便捷的金融服务解决方案。
AVAV vs AX — 直观对比
营收规模更大
AVAV
是对方的1.2倍
$385.1M
营收增速更快
AVAV
高出156.8%
25.1%
净利率更高
AX
高出37.0%
-3.6%
自由现金流更多
AX
多$141.3M
$-55.9M
两年增速更快
AVAV
近两年复合增速
14.3%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $385.1M |
| 净利润 | $-17.1M | $128.4M |
| 毛利率 | 22.0% | — |
| 营业利润率 | -6.4% | 45.6% |
| 净利率 | -3.6% | 33.3% |
| 营收同比 | 181.9% | 25.1% |
| 净利润同比 | -875.1% | 22.6% |
| 每股收益（稀释后） | $-0.34 | $2.22 |
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AVAVAX
| Q4 25 | $472.5M | $385.1M | ||
| Q3 25 | $454.7M | $323.4M | ||
| Q2 25 | $275.1M | $321.4M | ||
| Q1 25 | $167.6M | $308.8M | ||
| Q4 24 | $188.5M | $307.9M | ||
| Q3 24 | $189.5M | $320.7M | ||
| Q2 24 | $197.0M | $290.9M | ||
| Q1 24 | $186.6M | $294.8M |
净利润AVAVAX
| Q4 25 | $-17.1M | $128.4M | ||
| Q3 25 | $-67.4M | $112.4M | ||
| Q2 25 | $16.7M | $110.7M | ||
| Q1 25 | $-1.8M | $105.2M | ||
| Q4 24 | $7.5M | $104.7M | ||
| Q3 24 | $21.2M | $112.3M | ||
| Q2 24 | $6.0M | $104.9M | ||
| Q1 24 | $13.9M | $110.7M |
毛利率AVAVAX
| Q4 25 | 22.0% | — | ||
| Q3 25 | 20.9% | — | ||
| Q2 25 | 36.5% | — | ||
| Q1 25 | 37.7% | — | ||
| Q4 24 | 39.1% | — | ||
| Q3 24 | 43.0% | — | ||
| Q2 24 | 38.4% | — | ||
| Q1 24 | 36.1% | — |
营业利润率AVAVAX
| Q4 25 | -6.4% | 45.6% | ||
| Q3 25 | -15.2% | 46.3% | ||
| Q2 25 | 5.0% | 48.5% | ||
| Q1 25 | -1.8% | 47.9% | ||
| Q4 24 | 3.7% | 48.8% | ||
| Q3 24 | 12.2% | 49.6% | ||
| Q2 24 | 3.0% | 49.6% | ||
| Q1 24 | 7.7% | 52.8% |
净利率AVAVAX
| Q4 25 | -3.6% | 33.3% | ||
| Q3 25 | -14.8% | 34.7% | ||
| Q2 25 | 6.1% | 34.4% | ||
| Q1 25 | -1.0% | 34.1% | ||
| Q4 24 | 4.0% | 34.0% | ||
| Q3 24 | 11.2% | 35.0% | ||
| Q2 24 | 3.1% | 36.0% | ||
| Q1 24 | 7.4% | 37.6% |
每股收益（稀释后）AVAVAX
| Q4 25 | $-0.34 | $2.22 | ||
| Q3 25 | $-1.44 | $1.94 | ||
| Q2 25 | $0.59 | $1.89 | ||
| Q1 25 | $-0.06 | $1.81 | ||
| Q4 24 | $0.27 | $1.80 | ||
| Q3 24 | $0.75 | $1.93 | ||
| Q2 24 | $0.18 | $1.75 | ||
| Q1 24 | $0.50 | $1.91 |
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 | $588.5M | $1.0B |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $2.9B |
| 总资产 | $5.6B | $28.2B |
| 负债/权益比越低杠杆越低 | 0.17× | — |
8季度趋势，按日历期对齐
现金及短期投资AVAVAX
| Q4 25 | $588.5M | $1.0B | ||
| Q3 25 | $685.8M | $2.6B | ||
| Q2 25 | $40.9M | $1.9B | ||
| Q1 25 | $47.0M | $2.0B | ||
| Q4 24 | $69.0M | $2.4B | ||
| Q3 24 | $81.2M | $2.6B | ||
| Q2 24 | $73.3M | $2.0B | ||
| Q1 24 | $107.7M | $2.1B |
总债务AVAVAX
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | $312.7M | ||
| Q1 25 | $25.0M | $377.4M | ||
| Q4 24 | $15.0M | $358.7M | ||
| Q3 24 | $17.5M | $313.5M | ||
| Q2 24 | $28.0M | $325.7M | ||
| Q1 24 | $40.0M | $330.4M |
股东权益AVAVAX
| Q4 25 | $4.4B | $2.9B | ||
| Q3 25 | $4.4B | $2.8B | ||
| Q2 25 | $886.5M | $2.7B | ||
| Q1 25 | $861.1M | $2.6B | ||
| Q4 24 | $858.4M | $2.5B | ||
| Q3 24 | $845.5M | $2.4B | ||
| Q2 24 | $822.7M | $2.3B | ||
| Q1 24 | $813.0M | $2.2B |
总资产AVAVAX
| Q4 25 | $5.6B | $28.2B | ||
| Q3 25 | $5.6B | $27.4B | ||
| Q2 25 | $1.1B | $24.8B | ||
| Q1 25 | $1.0B | $24.0B | ||
| Q4 24 | $1.0B | $23.7B | ||
| Q3 24 | $999.2M | $23.6B | ||
| Q2 24 | $1.0B | $22.9B | ||
| Q1 24 | $980.3M | $22.6B |
负债/权益比AVAVAX
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | 0.12× | ||
| Q1 25 | 0.03× | 0.14× | ||
| Q4 24 | 0.02× | 0.14× | ||
| Q3 24 | 0.02× | 0.13× | ||
| Q2 24 | 0.03× | 0.14× | ||
| Q1 24 | 0.05× | 0.15× |
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 | $-45.1M | $104.1M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $85.4M |
| 自由现金流率自由现金流/营收 | -11.8% | 22.2% |
| 资本支出强度资本支出/营收 | 2.3% | 4.9% |
| 现金转化率经营现金流/净利润 | — | 0.81× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $695.9M |
8季度趋势，按日历期对齐
经营现金流AVAVAX
| Q4 25 | $-45.1M | $104.1M | ||
| Q3 25 | $-123.7M | $118.4M | ||
| Q2 25 | $-264.0K | $490.3M | ||
| Q1 25 | $-25.8M | $73.7M | ||
| Q4 24 | $-3.6M | $162.5M | ||
| Q3 24 | $28.4M | $70.8M | ||
| Q2 24 | $-11.7M | $305.5M | ||
| Q1 24 | $52.6M | $115.8M |
自由现金流AVAVAX
| Q4 25 | $-55.9M | $85.4M | ||
| Q3 25 | $-146.5M | $109.3M | ||
| Q2 25 | $-8.8M | $436.1M | ||
| Q1 25 | $-29.6M | $65.1M | ||
| Q4 24 | $-8.7M | $156.4M | ||
| Q3 24 | $22.9M | $53.0M | ||
| Q2 24 | $-20.8M | $269.5M | ||
| Q1 24 | $48.8M | $107.3M |
自由现金流率AVAVAX
| Q4 25 | -11.8% | 22.2% | ||
| Q3 25 | -32.2% | 33.8% | ||
| Q2 25 | -3.2% | 135.7% | ||
| Q1 25 | -17.7% | 21.1% | ||
| Q4 24 | -4.6% | 50.8% | ||
| Q3 24 | 12.1% | 16.5% | ||
| Q2 24 | -10.5% | 92.6% | ||
| Q1 24 | 26.1% | 36.4% |
资本支出强度AVAVAX
| Q4 25 | 2.3% | 4.9% | ||
| Q3 25 | 5.0% | 2.8% | ||
| Q2 25 | 3.1% | 16.9% | ||
| Q1 25 | 2.3% | 2.8% | ||
| Q4 24 | 2.7% | 2.0% | ||
| Q3 24 | 2.9% | 5.5% | ||
| Q2 24 | 4.6% | 12.4% | ||
| Q1 24 | 2.0% | 2.9% |
现金转化率AVAVAX
| Q4 25 | — | 0.81× | ||
| Q3 25 | — | 1.05× | ||
| Q2 25 | -0.02× | 4.43× | ||
| Q1 25 | — | 0.70× | ||
| Q4 24 | -0.48× | 1.55× | ||
| Q3 24 | 1.34× | 0.63× | ||
| Q2 24 | -1.93× | 2.91× | ||
| Q1 24 | 3.79× | 1.05× |
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
AVAV
| Services | $130.2M | 28% |
| Cost Plus | $95.8M | 20% |
| Uncrewed Aircraft Systems | $89.8M | 19% |
| Space And Directed Energy | $53.2M | 11% |
| Non U.s.Government | $42.2M | 9% |
| TM | $31.9M | 7% |
| Other | $30.7M | 7% |
AX
暂无分部数据
