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AeroVironment Inc（AVAV）与威瑞信（VRSN）财务数据对比。点击上方公司名可切换其他公司
AeroVironment Inc的季度营收约是威瑞信的1.1倍（$472.5M vs $425.3M），威瑞信净利率更高（48.5% vs -3.6%，领先52.1%），AeroVironment Inc同比增速更快（181.9% vs 7.6%），威瑞信自由现金流更多（$285.1M vs $-55.9M），过去两年AeroVironment Inc的营收复合增速更高（59.1% vs 5.2%）
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。
威瑞信是总部位于美国弗吉尼亚州雷斯顿的网络基础设施服务商，运营全球互联网13台根域名服务器中的2台，同时是.com、.net、.name、.cc等顶级域名的权威注册管理机构，还负责.jobs、.edu等赞助类顶级域名的后端系统运维工作。
AVAV vs VRSN — 直观对比
营收规模更大
AVAV
是对方的1.1倍
$425.3M
营收增速更快
AVAV
高出174.3%
7.6%
净利率更高
VRSN
高出52.1%
-3.6%
自由现金流更多
VRSN
多$341.0M
$-55.9M
两年增速更快
AVAV
近两年复合增速
5.2%
损益表 — Q2 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $472.5M | $425.3M |
| 净利润 | $-17.1M | $206.2M |
| 毛利率 | 22.0% | 88.5% |
| 营业利润率 | -6.4% | 67.0% |
| 净利率 | -3.6% | 48.5% |
| 营收同比 | 181.9% | 7.6% |
| 净利润同比 | -875.1% | 7.7% |
| 每股收益（稀释后） | $-0.34 | — |
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AVAVVRSN
| Q4 25 | $472.5M | $425.3M | ||
| Q3 25 | $454.7M | $419.1M | ||
| Q2 25 | $275.1M | $409.9M | ||
| Q1 25 | $167.6M | $402.3M | ||
| Q4 24 | $188.5M | $395.4M | ||
| Q3 24 | $189.5M | $390.6M | ||
| Q2 24 | $197.0M | $387.1M | ||
| Q1 24 | $186.6M | $384.3M |
净利润AVAVVRSN
| Q4 25 | $-17.1M | $206.2M | ||
| Q3 25 | $-67.4M | $212.8M | ||
| Q2 25 | $16.7M | $207.4M | ||
| Q1 25 | $-1.8M | $199.3M | ||
| Q4 24 | $7.5M | $191.5M | ||
| Q3 24 | $21.2M | $201.3M | ||
| Q2 24 | $6.0M | $198.8M | ||
| Q1 24 | $13.9M | $194.1M |
毛利率AVAVVRSN
| Q4 25 | 22.0% | 88.5% | ||
| Q3 25 | 20.9% | 88.4% | ||
| Q2 25 | 36.5% | 88.0% | ||
| Q1 25 | 37.7% | 87.7% | ||
| Q4 24 | 39.1% | 87.8% | ||
| Q3 24 | 43.0% | 88.0% | ||
| Q2 24 | 38.4% | 87.8% | ||
| Q1 24 | 36.1% | 87.2% |
营业利润率AVAVVRSN
| Q4 25 | -6.4% | 67.0% | ||
| Q3 25 | -15.2% | 67.8% | ||
| Q2 25 | 5.0% | 68.5% | ||
| Q1 25 | -1.8% | 67.4% | ||
| Q4 24 | 3.7% | 66.7% | ||
| Q3 24 | 12.2% | 68.9% | ||
| Q2 24 | 3.0% | 68.8% | ||
| Q1 24 | 7.7% | 67.4% |
净利率AVAVVRSN
| Q4 25 | -3.6% | 48.5% | ||
| Q3 25 | -14.8% | 50.8% | ||
| Q2 25 | 6.1% | 50.6% | ||
| Q1 25 | -1.0% | 49.5% | ||
| Q4 24 | 4.0% | 48.4% | ||
| Q3 24 | 11.2% | 51.5% | ||
| Q2 24 | 3.1% | 51.4% | ||
| Q1 24 | 7.4% | 50.5% |
每股收益（稀释后）AVAVVRSN
| Q4 25 | $-0.34 | — | ||
| Q3 25 | $-1.44 | — | ||
| Q2 25 | $0.59 | — | ||
| Q1 25 | $-0.06 | — | ||
| Q4 24 | $0.27 | — | ||
| Q3 24 | $0.75 | — | ||
| Q2 24 | $0.18 | — | ||
| Q1 24 | $0.50 | — |
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 | $580.5M |
| 总债务越低越好 | $747.5M | — |
| 股东权益账面价值 | $4.4B | $-2.2B |
| 总资产 | $5.6B | $1.3B |
| 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AVAVVRSN
| Q4 25 | $588.5M | $580.5M | ||
| Q3 25 | $685.8M | $617.7M | ||
| Q2 25 | $40.9M | $593.8M | ||
| Q1 25 | $47.0M | $648.5M | ||
| Q4 24 | $69.0M | $599.9M | ||
| Q3 24 | $81.2M | $644.9M | ||
| Q2 24 | $73.3M | $689.9M | ||
| Q1 24 | $107.7M | $924.7M |
总债务AVAVVRSN
| 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 | — | ||
| Q1 24 | $40.0M | — |
股东权益AVAVVRSN
| Q4 25 | $4.4B | $-2.2B | ||
| Q3 25 | $4.4B | $-2.1B | ||
| Q2 25 | $886.5M | $-2.0B | ||
| Q1 25 | $861.1M | $-2.0B | ||
| Q4 24 | $858.4M | $-2.0B | ||
| Q3 24 | $845.5M | $-1.9B | ||
| Q2 24 | $822.7M | $-1.8B | ||
| Q1 24 | $813.0M | $-1.6B |
总资产AVAVVRSN
| Q4 25 | $5.6B | $1.3B | ||
| Q3 25 | $5.6B | $1.4B | ||
| Q2 25 | $1.1B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $1.0B | $1.4B | ||
| Q3 24 | $999.2M | $1.5B | ||
| Q2 24 | $1.0B | $1.5B | ||
| Q1 24 | $980.3M | $1.7B |
负债/权益比AVAVVRSN
| 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 | $289.6M |
| 自由现金流经营现金流 - 资本支出 | $-55.9M | $285.1M |
| 自由现金流率自由现金流/营收 | -11.8% | 67.0% |
| 资本支出强度资本支出/营收 | 2.3% | 1.1% |
| 现金转化率经营现金流/净利润 | — | 1.40× |
| 过去12个月自由现金流最近4个季度 | $-240.7M | $1.1B |
8季度趋势，按日历期对齐
经营现金流AVAVVRSN
| Q4 25 | $-45.1M | $289.6M | ||
| Q3 25 | $-123.7M | $307.7M | ||
| Q2 25 | $-264.0K | $202.5M | ||
| Q1 25 | $-25.8M | $291.3M | ||
| Q4 24 | $-3.6M | $231.5M | ||
| Q3 24 | $28.4M | $253.4M | ||
| Q2 24 | $-11.7M | $160.4M | ||
| Q1 24 | $52.6M | $257.3M |
自由现金流AVAVVRSN
| Q4 25 | $-55.9M | $285.1M | ||
| Q3 25 | $-146.5M | $303.0M | ||
| Q2 25 | $-8.8M | $194.7M | ||
| Q1 25 | $-29.6M | $285.5M | ||
| Q4 24 | $-8.7M | $222.0M | ||
| Q3 24 | $22.9M | $247.8M | ||
| Q2 24 | $-20.8M | $151.2M | ||
| Q1 24 | $48.8M | $253.5M |
自由现金流率AVAVVRSN
| Q4 25 | -11.8% | 67.0% | ||
| Q3 25 | -32.2% | 72.3% | ||
| Q2 25 | -3.2% | 47.5% | ||
| Q1 25 | -17.7% | 71.0% | ||
| Q4 24 | -4.6% | 56.1% | ||
| Q3 24 | 12.1% | 63.4% | ||
| Q2 24 | -10.5% | 39.1% | ||
| Q1 24 | 26.1% | 66.0% |
资本支出强度AVAVVRSN
| Q4 25 | 2.3% | 1.1% | ||
| Q3 25 | 5.0% | 1.1% | ||
| Q2 25 | 3.1% | 1.9% | ||
| Q1 25 | 2.3% | 1.4% | ||
| Q4 24 | 2.7% | 2.4% | ||
| Q3 24 | 2.9% | 1.4% | ||
| Q2 24 | 4.6% | 2.4% | ||
| Q1 24 | 2.0% | 1.0% |
现金转化率AVAVVRSN
| Q4 25 | — | 1.40× | ||
| Q3 25 | — | 1.45× | ||
| Q2 25 | -0.02× | 0.98× | ||
| Q1 25 | — | 1.46× | ||
| Q4 24 | -0.48× | 1.21× | ||
| Q3 24 | 1.34× | 1.26× | ||
| Q2 24 | -1.93× | 0.81× | ||
| Q1 24 | 3.79× | 1.33× |
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% |
VRSN
暂无分部数据
