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Axon Enterprise(AXON)与B&G Foods, Inc.(BGS)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B&G Foods, Inc.的1.8倍($807.3M vs $439.3M),Axon Enterprise净利率更高(21.0% vs -4.4%,领先25.3%),Axon Enterprise同比增速更快(33.7% vs -4.7%),过去两年Axon Enterprise的营收复合增速更高(26.6% vs -12.8%)
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。
B&G Foods是总部位于美国新泽西州帕西帕尼的品牌食品控股企业,创立于1996年,成立初衷是收购1889年诞生于曼哈顿的酸黄瓜、调味酱及调味品生产商Bloch & Guggenheimer,如今在北美食品领域拥有众多知名品牌。
AXON vs BGS — 直观对比
营收规模更大
AXON
是对方的1.8倍
$439.3M
营收增速更快
AXON
高出38.5%
-4.7%
净利率更高
AXON
高出25.3%
-4.4%
两年增速更快
AXON
近两年复合增速
-12.8%
损益表 — Q1 FY2026 vs Q3 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $807.3M | $439.3M |
| 净利润 | $169.3M | $-19.1M |
| 毛利率 | 59.1% | 22.5% |
| 营业利润率 | 44.5% | 2.5% |
| 净利率 | 21.0% | -4.4% |
| 营收同比 | 33.7% | -4.7% |
| 净利润同比 | — | -356.5% |
| 每股收益(稀释后) | $2.05 | $-0.24 |
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
AXON
BGS
| Q1 26 | $807.3M | — | ||
| Q4 25 | $796.7M | — | ||
| Q3 25 | $710.6M | $439.3M | ||
| Q2 25 | $668.5M | $424.4M | ||
| Q1 25 | $603.6M | $425.4M | ||
| Q4 24 | $573.4M | $551.6M | ||
| Q3 24 | $544.3M | $461.1M | ||
| Q2 24 | $504.1M | $444.6M |
净利润
AXON
BGS
| Q1 26 | $169.3M | — | ||
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $-19.1M | ||
| Q2 25 | $36.1M | $-9.8M | ||
| Q1 25 | $88.0M | $835.0K | ||
| Q4 24 | $136.0M | $-222.4M | ||
| Q3 24 | $67.0M | $7.5M | ||
| Q2 24 | $40.8M | $3.9M |
毛利率
AXON
BGS
| Q1 26 | 59.1% | — | ||
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 22.5% | ||
| Q2 25 | 60.4% | 20.5% | ||
| Q1 25 | 60.6% | 21.2% | ||
| Q4 24 | 60.5% | 21.5% | ||
| Q3 24 | 60.8% | 22.2% | ||
| Q2 24 | 60.3% | 20.7% |
营业利润率
AXON
BGS
| Q1 26 | 44.5% | — | ||
| Q4 25 | -6.3% | — | ||
| Q3 25 | -0.3% | 2.5% | ||
| Q2 25 | -0.2% | 5.2% | ||
| Q1 25 | -1.5% | 8.4% | ||
| Q4 24 | -2.6% | -46.6% | ||
| Q3 24 | 4.4% | 11.1% | ||
| Q2 24 | 6.5% | 9.9% |
净利率
AXON
BGS
| Q1 26 | 21.0% | — | ||
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | -4.4% | ||
| Q2 25 | 5.4% | -2.3% | ||
| Q1 25 | 14.6% | 0.2% | ||
| Q4 24 | 23.7% | -40.3% | ||
| Q3 24 | 12.3% | 1.6% | ||
| Q2 24 | 8.1% | 0.9% |
每股收益(稀释后)
AXON
BGS
| Q1 26 | $2.05 | — | ||
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | $-0.24 | ||
| Q2 25 | $0.44 | $-0.12 | ||
| Q1 25 | $1.08 | $0.01 | ||
| Q4 24 | $1.68 | $-2.81 | ||
| Q3 24 | $0.86 | $0.09 | ||
| Q2 24 | $0.53 | $0.05 |
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 | $718.9M | $60.9M |
| 总债务越低越好 | — | $2.0B |
| 股东权益账面价值 | $3.5B | $470.7M |
| 总资产 | $7.1B | $2.9B |
| 负债/权益比越低杠杆越低 | — | 4.30× |
8季度趋势,按日历期对齐
现金及短期投资
AXON
BGS
| Q1 26 | $718.9M | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | $60.9M | ||
| Q2 25 | $2.1B | $54.1M | ||
| Q1 25 | $2.2B | $61.2M | ||
| Q4 24 | $788.1M | $50.6M | ||
| Q3 24 | $1.0B | $54.7M | ||
| Q2 24 | $968.9M | $40.3M |
总债务
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $2.0B | ||
| Q2 25 | $2.0B | $2.0B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $680.3M | $2.0B | ||
| Q3 24 | — | $2.1B | ||
| Q2 24 | — | $2.0B |
股东权益
AXON
BGS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $470.7M | ||
| Q2 25 | $2.7B | $501.4M | ||
| Q1 25 | $2.6B | $513.1M | ||
| Q4 24 | $2.3B | $524.8M | ||
| Q3 24 | $2.1B | $755.3M | ||
| Q2 24 | $1.9B | $765.0M |
总资产
AXON
BGS
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.7B | $2.9B | ||
| Q2 25 | $6.2B | $2.9B | ||
| Q1 25 | $6.1B | $3.0B | ||
| Q4 24 | $4.5B | $3.0B | ||
| Q3 24 | $4.0B | $3.4B | ||
| Q2 24 | $3.7B | $3.4B |
负债/权益比
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | 4.30× | ||
| Q2 25 | 0.73× | 3.97× | ||
| Q1 25 | 0.79× | 3.91× | ||
| Q4 24 | 0.29× | 3.85× | ||
| Q3 24 | — | 2.75× | ||
| Q2 24 | — | 2.67× |
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 | — | $-64.6M |
| 自由现金流经营现金流 - 资本支出 | — | $-70.7M |
| 自由现金流率自由现金流/营收 | — | -16.1% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | — | $54.8M |
8季度趋势,按日历期对齐
经营现金流
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | — | ||
| Q3 25 | $60.0M | $-64.6M | ||
| Q2 25 | $-91.7M | $17.8M | ||
| Q1 25 | $25.8M | $52.7M | ||
| Q4 24 | $250.2M | $80.3M | ||
| Q3 24 | $91.3M | $4.2M | ||
| Q2 24 | $82.8M | $11.3M |
自由现金流
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | $-70.7M | ||
| Q2 25 | $-114.7M | $11.5M | ||
| Q1 25 | $932.0K | $42.4M | ||
| Q4 24 | $225.4M | $71.7M | ||
| Q3 24 | $64.8M | $-679.0K | ||
| Q2 24 | $71.4M | $5.2M |
自由现金流率
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | -16.1% | ||
| Q2 25 | -17.2% | 2.7% | ||
| Q1 25 | 0.2% | 10.0% | ||
| Q4 24 | 39.3% | 13.0% | ||
| Q3 24 | 11.9% | -0.1% | ||
| Q2 24 | 14.2% | 1.2% |
资本支出强度
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | 1.4% | ||
| Q2 25 | 3.4% | 1.5% | ||
| Q1 25 | 4.1% | 2.4% | ||
| Q4 24 | 4.3% | 1.6% | ||
| Q3 24 | 4.9% | 1.0% | ||
| Q2 24 | 2.2% | 1.4% |
现金转化率
AXON
BGS
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | 63.17× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | 0.56× | ||
| Q2 24 | 2.03× | 2.87× |
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
AXON
暂无分部数据
BGS
| Specialty Segment | $150.5M | 34% |
| Meals Segment | $110.0M | 25% |
| Spices And Flavor Solutions Segment | $101.4M | 23% |
| Frozen And Vegetables Segment | $77.4M | 18% |