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AeroVironment Inc（AVAV）与Fair Isaac（FICO）财务数据对比。点击上方公司名可切换其他公司
Fair Isaac的季度营收约是AeroVironment Inc的1.1倍（$512.0M vs $472.5M），Fair Isaac净利率更高（30.9% vs -3.6%，领先34.6%），AeroVironment Inc同比增速更快（181.9% vs 16.4%），Fair Isaac自由现金流更多（$173.9M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 8.6%）
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。
FICO（原Fair, Isaac and Company）是美国知名数据分析企业，1956年由比尔·费尔与厄尔·艾萨克创立，总部位于蒙大拿州博兹曼市，核心业务为信用评分服务，其推出的FICO信用分是评估消费者信贷风险的重要指标，目前已被美国消费信贷行业广泛采用。
AVAV vs FICO — 直观对比
营收规模更大
FICO
是对方的1.1倍
$472.5M
营收增速更快
AVAV
高出165.5%
16.4%
净利率更高
FICO
高出34.6%
-3.6%
自由现金流更多
FICO
多$229.7M
$-55.9M
两年增速更快
AVAV
近两年复合增速
8.6%
损益表 — Q2 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $512.0M |
| 净利润 | $-17.1M | $158.4M |
| 毛利率 | 22.0% | 83.0% |
| 营业利润率 | -6.4% | 45.7% |
| 净利率 | -3.6% | 30.9% |
| 营收同比 | 181.9% | 16.4% |
| 净利润同比 | -875.1% | 3.8% |
| 每股收益（稀释后） | $-0.34 | $6.61 |
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AVAVFICO
| Q4 25 | $472.5M | $512.0M | ||
| Q3 25 | $454.7M | $515.8M | ||
| Q2 25 | $275.1M | $536.4M | ||
| Q1 25 | $167.6M | $498.7M | ||
| Q4 24 | $188.5M | $440.0M | ||
| Q3 24 | $189.5M | $453.8M | ||
| Q2 24 | $197.0M | $447.8M | ||
| Q1 24 | $186.6M | $433.8M |
净利润AVAVFICO
| Q4 25 | $-17.1M | $158.4M | ||
| Q3 25 | $-67.4M | $155.0M | ||
| Q2 25 | $16.7M | $181.8M | ||
| Q1 25 | $-1.8M | $162.6M | ||
| Q4 24 | $7.5M | $152.5M | ||
| Q3 24 | $21.2M | $135.7M | ||
| Q2 24 | $6.0M | $126.3M | ||
| Q1 24 | $13.9M | $129.8M |
毛利率AVAVFICO
| Q4 25 | 22.0% | 83.0% | ||
| Q3 25 | 20.9% | 82.3% | ||
| Q2 25 | 36.5% | 83.7% | ||
| Q1 25 | 37.7% | 82.4% | ||
| Q4 24 | 39.1% | 80.1% | ||
| Q3 24 | 43.0% | 80.3% | ||
| Q2 24 | 38.4% | 80.3% | ||
| Q1 24 | 36.1% | 80.0% |
营业利润率AVAVFICO
| Q4 25 | -6.4% | 45.7% | ||
| Q3 25 | -15.2% | 46.0% | ||
| Q2 25 | 5.0% | 48.9% | ||
| Q1 25 | -1.8% | 49.3% | ||
| Q4 24 | 3.7% | 40.8% | ||
| Q3 24 | 12.2% | 43.4% | ||
| Q2 24 | 3.0% | 42.5% | ||
| Q1 24 | 7.7% | 44.9% |
净利率AVAVFICO
| Q4 25 | -3.6% | 30.9% | ||
| Q3 25 | -14.8% | 30.1% | ||
| Q2 25 | 6.1% | 33.9% | ||
| Q1 25 | -1.0% | 32.6% | ||
| Q4 24 | 4.0% | 34.7% | ||
| Q3 24 | 11.2% | 29.9% | ||
| Q2 24 | 3.1% | 28.2% | ||
| Q1 24 | 7.4% | 29.9% |
每股收益（稀释后）AVAVFICO
| Q4 25 | $-0.34 | $6.61 | ||
| Q3 25 | $-1.44 | $6.41 | ||
| Q2 25 | $0.59 | $7.40 | ||
| Q1 25 | $-0.06 | $6.59 | ||
| Q4 24 | $0.27 | $6.14 | ||
| Q3 24 | $0.75 | $5.44 | ||
| Q2 24 | $0.18 | $5.05 | ||
| Q1 24 | $0.50 | $5.16 |
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 | $162.0M |
| 总债务越低越好 | $747.5M | $3.2B |
| 股东权益账面价值 | $4.4B | $-1.8B |
| 总资产 | $5.6B | $1.9B |
| 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AVAVFICO
| Q4 25 | $588.5M | $162.0M | ||
| Q3 25 | $685.8M | $134.1M | ||
| Q2 25 | $40.9M | $189.0M | ||
| Q1 25 | $47.0M | $146.6M | ||
| Q4 24 | $69.0M | $184.3M | ||
| Q3 24 | $81.2M | $150.7M | ||
| Q2 24 | $73.3M | $156.0M | ||
| Q1 24 | $107.7M | $135.7M |
总债务AVAVFICO
| Q4 25 | $747.5M | $3.2B | ||
| Q3 25 | $747.5M | $3.1B | ||
| Q2 25 | $30.0M | $2.8B | ||
| Q1 25 | $25.0M | $2.5B | ||
| Q4 24 | $15.0M | $2.4B | ||
| Q3 24 | $17.5M | $2.2B | ||
| Q2 24 | $28.0M | $2.1B | ||
| Q1 24 | $40.0M | $2.0B |
股东权益AVAVFICO
| Q4 25 | $4.4B | $-1.8B | ||
| Q3 25 | $4.4B | $-1.7B | ||
| Q2 25 | $886.5M | $-1.4B | ||
| Q1 25 | $861.1M | $-1.1B | ||
| Q4 24 | $858.4M | $-1.1B | ||
| Q3 24 | $845.5M | $-962.7M | ||
| Q2 24 | $822.7M | $-829.3M | ||
| Q1 24 | $813.0M | $-735.7M |
总资产AVAVFICO
| Q4 25 | $5.6B | $1.9B | ||
| Q3 25 | $5.6B | $1.9B | ||
| Q2 25 | $1.1B | $1.9B | ||
| Q1 25 | $1.0B | $1.8B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $999.2M | $1.7B | ||
| Q2 24 | $1.0B | $1.7B | ||
| Q1 24 | $980.3M | $1.7B |
负债/权益比AVAVFICO
| 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× | — | ||
| Q1 24 | 0.05× | — |
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 | $174.1M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $173.9M |
| 自由现金流率自由现金流/营收 | -11.8% | 34.0% |
| 资本支出强度资本支出/营收 | 2.3% | 0.0% |
| 现金转化率经营现金流/净利润 | — | 1.10× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $750.6M |
8季度趋势，按日历期对齐
经营现金流AVAVFICO
| Q4 25 | $-45.1M | $174.1M | ||
| Q3 25 | $-123.7M | $223.7M | ||
| Q2 25 | $-264.0K | $286.2M | ||
| Q1 25 | $-25.8M | $74.9M | ||
| Q4 24 | $-3.6M | $194.0M | ||
| Q3 24 | $28.4M | $226.5M | ||
| Q2 24 | $-11.7M | $213.3M | ||
| Q1 24 | $52.6M | $71.0M |
自由现金流AVAVFICO
| Q4 25 | $-55.9M | $173.9M | ||
| Q3 25 | $-146.5M | $219.5M | ||
| Q2 25 | $-8.8M | $284.4M | ||
| Q1 25 | $-29.6M | $72.8M | ||
| Q4 24 | $-8.7M | $193.2M | ||
| Q3 24 | $22.9M | $224.7M | ||
| Q2 24 | $-20.8M | $211.6M | ||
| Q1 24 | $48.8M | $67.0M |
自由现金流率AVAVFICO
| Q4 25 | -11.8% | 34.0% | ||
| Q3 25 | -32.2% | 42.6% | ||
| Q2 25 | -3.2% | 53.0% | ||
| Q1 25 | -17.7% | 14.6% | ||
| Q4 24 | -4.6% | 43.9% | ||
| Q3 24 | 12.1% | 49.5% | ||
| Q2 24 | -10.5% | 47.2% | ||
| Q1 24 | 26.1% | 15.4% |
资本支出强度AVAVFICO
| Q4 25 | 2.3% | 0.0% | ||
| Q3 25 | 5.0% | 0.8% | ||
| Q2 25 | 3.1% | 0.3% | ||
| Q1 25 | 2.3% | 0.4% | ||
| Q4 24 | 2.7% | 0.2% | ||
| Q3 24 | 2.9% | 0.4% | ||
| Q2 24 | 4.6% | 0.4% | ||
| Q1 24 | 2.0% | 0.9% |
现金转化率AVAVFICO
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | 1.44× | ||
| Q2 25 | -0.02× | 1.57× | ||
| Q1 25 | — | 0.46× | ||
| Q4 24 | -0.48× | 1.27× | ||
| Q3 24 | 1.34× | 1.67× | ||
| Q2 24 | -1.93× | 1.69× | ||
| Q1 24 | 3.79× | 0.55× |
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% |
FICO
| Business To Business Scores | $248.6M | 49% |
| Saa S Products | $115.7M | 23% |
| Platform Software | $73.9M | 14% |
| Business To Consumer Scores | $55.9M | 11% |
| Technology Service | $19.2M | 4% |
