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AeroVironment Inc（AVAV）与F5, Inc.（FFIV）财务数据对比。点击上方公司名可切换其他公司
F5, Inc.的季度营收约是AeroVironment Inc的1.7倍（$811.7M vs $472.5M），F5, Inc.净利率更高（18.2% vs -3.6%，领先21.9%），AeroVironment Inc同比增速更快（181.9% vs 11.0%），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 8.0%）
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。
F5, Inc.是一家美国科技企业，专注于应用安全、多云管理、线上反欺诈、应用交付网络（ADN）相关业务，同时提供应用可用性与性能优化、网络安全、访问授权管理等产品及解决方案，助力各行业客户保障数字化业务稳定运营，提升运行效率。
AVAV vs FFIV — 直观对比
营收规模更大
FFIV
是对方的1.7倍
$472.5M
营收增速更快
AVAV
高出170.8%
11.0%
净利率更高
FFIV
高出21.9%
-3.6%
两年增速更快
AVAV
近两年复合增速
8.0%
损益表 — Q2 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $811.7M |
| 净利润 | $-17.1M | $148.0M |
| 毛利率 | 22.0% | 81.4% |
| 营业利润率 | -6.4% | 22.1% |
| 净利率 | -3.6% | 18.2% |
| 营收同比 | 181.9% | 11.0% |
| 净利润同比 | -875.1% | 1.5% |
| 每股收益（稀释后） | $-0.34 | $2.58 |
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AVAVFFIV
| Q1 26 | — | $811.7M | ||
| Q4 25 | $472.5M | $822.5M | ||
| Q3 25 | $454.7M | $810.1M | ||
| Q2 25 | $275.1M | $780.4M | ||
| Q1 25 | $167.6M | $731.1M | ||
| Q4 24 | $188.5M | $766.5M | ||
| Q3 24 | $189.5M | $746.7M | ||
| Q2 24 | $197.0M | $695.5M |
净利润AVAVFFIV
| Q1 26 | — | $148.0M | ||
| Q4 25 | $-17.1M | $180.1M | ||
| Q3 25 | $-67.4M | $190.5M | ||
| Q2 25 | $16.7M | $189.9M | ||
| Q1 25 | $-1.8M | $145.5M | ||
| Q4 24 | $7.5M | $166.4M | ||
| Q3 24 | $21.2M | $165.3M | ||
| Q2 24 | $6.0M | $144.1M |
毛利率AVAVFFIV
| Q1 26 | — | 81.4% | ||
| Q4 25 | 22.0% | 81.5% | ||
| Q3 25 | 20.9% | 82.2% | ||
| Q2 25 | 36.5% | 81.0% | ||
| Q1 25 | 37.7% | 80.7% | ||
| Q4 24 | 39.1% | 81.7% | ||
| Q3 24 | 43.0% | 80.8% | ||
| Q2 24 | 38.4% | 80.4% |
营业利润率AVAVFFIV
| Q1 26 | — | 22.1% | ||
| Q4 25 | -6.4% | 26.0% | ||
| Q3 25 | -15.2% | 25.4% | ||
| Q2 25 | 5.0% | 25.2% | ||
| Q1 25 | -1.8% | 21.7% | ||
| Q4 24 | 3.7% | 26.8% | ||
| Q3 24 | 12.2% | 25.6% | ||
| Q2 24 | 3.0% | 23.4% |
净利率AVAVFFIV
| Q1 26 | — | 18.2% | ||
| Q4 25 | -3.6% | 21.9% | ||
| Q3 25 | -14.8% | 23.5% | ||
| Q2 25 | 6.1% | 24.3% | ||
| Q1 25 | -1.0% | 19.9% | ||
| Q4 24 | 4.0% | 21.7% | ||
| Q3 24 | 11.2% | 22.1% | ||
| Q2 24 | 3.1% | 20.7% |
每股收益（稀释后）AVAVFFIV
| Q1 26 | — | $2.58 | ||
| Q4 25 | $-0.34 | $3.10 | ||
| Q3 25 | $-1.44 | $3.25 | ||
| Q2 25 | $0.59 | $3.25 | ||
| Q1 25 | $-0.06 | $2.48 | ||
| Q4 24 | $0.27 | $2.82 | ||
| Q3 24 | $0.75 | $2.79 | ||
| Q2 24 | $0.18 | $2.44 |
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 | $1.4B |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $3.6B |
| 总资产 | $5.6B | $6.5B |
| 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AVAVFFIV
| Q1 26 | — | $1.4B | ||
| Q4 25 | $588.5M | $1.2B | ||
| Q3 25 | $685.8M | $1.3B | ||
| Q2 25 | $40.9M | $1.4B | ||
| Q1 25 | $47.0M | $1.3B | ||
| Q4 24 | $69.0M | $1.2B | ||
| Q3 24 | $81.2M | $1.1B | ||
| Q2 24 | $73.3M | $935.6M |
总债务AVAVFFIV
| Q1 26 | — | — | ||
| Q4 25 | $747.5M | — | ||
| Q3 25 | $747.5M | — | ||
| Q2 25 | $30.0M | — | ||
| Q1 25 | $25.0M | — | ||
| Q4 24 | $15.0M | — | ||
| Q3 24 | $17.5M | — | ||
| Q2 24 | $28.0M | — |
股东权益AVAVFFIV
| Q1 26 | — | $3.6B | ||
| Q4 25 | $4.4B | $3.5B | ||
| Q3 25 | $4.4B | $3.6B | ||
| Q2 25 | $886.5M | $3.5B | ||
| Q1 25 | $861.1M | $3.3B | ||
| Q4 24 | $858.4M | $3.2B | ||
| Q3 24 | $845.5M | $3.1B | ||
| Q2 24 | $822.7M | $3.0B |
总资产AVAVFFIV
| Q1 26 | — | $6.5B | ||
| Q4 25 | $5.6B | $6.3B | ||
| Q3 25 | $5.6B | $6.3B | ||
| Q2 25 | $1.1B | $6.1B | ||
| Q1 25 | $1.0B | $5.9B | ||
| Q4 24 | $1.0B | $5.9B | ||
| Q3 24 | $999.2M | $5.6B | ||
| Q2 24 | $1.0B | $5.4B |
负债/权益比AVAVFFIV
| Q1 26 | — | — | ||
| Q4 25 | 0.17× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | 0.03× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 0.02× | — | ||
| Q3 24 | 0.02× | — | ||
| Q2 24 | 0.03× | — |
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 | $525.1M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | — |
| 自由现金流率自由现金流/营收 | -11.8% | — |
| 资本支出强度资本支出/营收 | 2.3% | — |
| 现金转化率经营现金流/净利润 | — | 3.55× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | — |
8季度趋势，按日历期对齐
经营现金流AVAVFFIV
| Q1 26 | — | $525.1M | ||
| Q4 25 | $-45.1M | $159.2M | ||
| Q3 25 | $-123.7M | $208.1M | ||
| Q2 25 | $-264.0K | $282.2M | ||
| Q1 25 | $-25.8M | $256.6M | ||
| Q4 24 | $-3.6M | $202.8M | ||
| Q3 24 | $28.4M | $246.5M | ||
| Q2 24 | $-11.7M | $159.0M |
自由现金流AVAVFFIV
| Q1 26 | — | — | ||
| Q4 25 | $-55.9M | $149.5M | ||
| Q3 25 | $-146.5M | $191.9M | ||
| Q2 25 | $-8.8M | $273.7M | ||
| Q1 25 | $-29.6M | $246.1M | ||
| Q4 24 | $-8.7M | $194.7M | ||
| Q3 24 | $22.9M | $240.4M | ||
| Q2 24 | $-20.8M | $153.1M |
自由现金流率AVAVFFIV
| Q1 26 | — | — | ||
| Q4 25 | -11.8% | 18.2% | ||
| Q3 25 | -32.2% | 23.7% | ||
| Q2 25 | -3.2% | 35.1% | ||
| Q1 25 | -17.7% | 33.7% | ||
| Q4 24 | -4.6% | 25.4% | ||
| Q3 24 | 12.1% | 32.2% | ||
| Q2 24 | -10.5% | 22.0% |
资本支出强度AVAVFFIV
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 1.2% | ||
| Q3 25 | 5.0% | 2.0% | ||
| Q2 25 | 3.1% | 1.1% | ||
| Q1 25 | 2.3% | 1.4% | ||
| Q4 24 | 2.7% | 1.1% | ||
| Q3 24 | 2.9% | 0.8% | ||
| Q2 24 | 4.6% | 0.8% |
现金转化率AVAVFFIV
| Q1 26 | — | 3.55× | ||
| Q4 25 | — | 0.88× | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | -0.02× | 1.49× | ||
| Q1 25 | — | 1.76× | ||
| Q4 24 | -0.48× | 1.22× | ||
| Q3 24 | 1.34× | 1.49× | ||
| Q2 24 | -1.93× | 1.10× |
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% |
FFIV
暂无分部数据
