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Axon Enterprise(AXON)与Babcock & Wilcox Enterprises, Inc.(BW)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Babcock & Wilcox Enterprises, Inc.的7.0倍($796.7M vs $113.4M)。Axon Enterprise同比增速更快(38.9% vs 0.6%)。Axon Enterprise自由现金流更多($155.4M vs $-7.2M)。过去两年Axon Enterprise的营收复合增速更高(31.5% vs -16.9%)
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。
巴布科克威尔科克斯企业有限公司是总部位于美国俄亥俄州阿克伦市的能源技术与服务供应商,业务遍布全球多个国际市场。从发展历史来看,该公司最广为人知的产品是蒸汽锅炉,在能源领域拥有悠久的运营经验和行业影响力。
AXON vs BW — 直观对比
营收规模更大
AXON
是对方的7.0倍
$113.4M
营收增速更快
AXON
高出38.3%
0.6%
自由现金流更多
AXON
多$162.6M
$-7.2M
两年增速更快
AXON
近两年复合增速
-16.9%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $796.7M | $113.4M |
| 净利润 | $2.7M | — |
| 毛利率 | 57.9% | 20.6% |
| 营业利润率 | -6.3% | 0.2% |
| 净利率 | 0.3% | — |
| 营收同比 | 38.9% | 0.6% |
| 净利润同比 | -98.0% | — |
| 每股收益(稀释后) | $0.02 | $0.11 |
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
BW
| Q4 25 | $796.7M | $113.4M | ||
| Q3 25 | $710.6M | $149.0M | ||
| Q2 25 | $668.5M | $144.1M | ||
| Q1 25 | $603.6M | $181.2M | ||
| Q4 24 | $573.4M | $112.7M | ||
| Q3 24 | $544.3M | $152.6M | ||
| Q2 24 | $504.1M | $151.4M | ||
| Q1 24 | $460.7M | $164.3M |
净利润
AXON
BW
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $35.1M | ||
| Q2 25 | $36.1M | $-58.5M | ||
| Q1 25 | $88.0M | $-22.0M | ||
| Q4 24 | $136.0M | $-63.1M | ||
| Q3 24 | $67.0M | $-5.3M | ||
| Q2 24 | $40.8M | $25.4M | ||
| Q1 24 | $133.2M | $-16.8M |
毛利率
AXON
BW
| Q4 25 | 57.9% | 20.6% | ||
| Q3 25 | 60.1% | 24.9% | ||
| Q2 25 | 60.4% | 30.0% | ||
| Q1 25 | 60.6% | 22.1% | ||
| Q4 24 | 60.5% | 16.7% | ||
| Q3 24 | 60.8% | 23.7% | ||
| Q2 24 | 60.3% | 21.8% | ||
| Q1 24 | 56.4% | 23.6% |
营业利润率
AXON
BW
| Q4 25 | -6.3% | 0.2% | ||
| Q3 25 | -0.3% | 4.4% | ||
| Q2 25 | -0.2% | 5.6% | ||
| Q1 25 | -1.5% | 3.2% | ||
| Q4 24 | -2.6% | -8.1% | ||
| Q3 24 | 4.4% | 1.0% | ||
| Q2 24 | 6.5% | -2.9% | ||
| Q1 24 | 3.5% | 3.5% |
净利率
AXON
BW
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 23.5% | ||
| Q2 25 | 5.4% | -40.6% | ||
| Q1 25 | 14.6% | -12.1% | ||
| Q4 24 | 23.7% | -56.0% | ||
| Q3 24 | 12.3% | -3.5% | ||
| Q2 24 | 8.1% | 16.8% | ||
| Q1 24 | 28.9% | -10.2% |
每股收益(稀释后)
AXON
BW
| Q4 25 | $0.02 | $0.11 | ||
| Q3 25 | $-0.03 | $0.30 | ||
| Q2 25 | $0.44 | $-0.63 | ||
| Q1 25 | $1.08 | $-0.26 | ||
| Q4 24 | $1.68 | $-0.73 | ||
| Q3 24 | $0.86 | $-0.10 | ||
| Q2 24 | $0.53 | $0.24 | ||
| Q1 24 | $1.73 | $-0.23 |
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 | $1.7B | $89.5M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $-131.5M |
| 总资产 | $7.0B | $662.9M |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势,按日历期对齐
现金及短期投资
AXON
BW
| Q4 25 | $1.7B | $89.5M | ||
| Q3 25 | $2.4B | $25.2M | ||
| Q2 25 | $2.1B | $23.4M | ||
| Q1 25 | $2.2B | $23.5M | ||
| Q4 24 | $788.1M | $26.9M | ||
| Q3 24 | $1.0B | $30.6M | ||
| Q2 24 | $968.9M | $95.5M | ||
| Q1 24 | $964.1M | $43.9M |
总债务
AXON
BW
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益
AXON
BW
| Q4 25 | $3.2B | $-131.5M | ||
| Q3 25 | $3.0B | $-232.2M | ||
| Q2 25 | $2.7B | $-309.2M | ||
| Q1 25 | $2.6B | $-303.0M | ||
| Q4 24 | $2.3B | $-283.8M | ||
| Q3 24 | $2.1B | $-203.7M | ||
| Q2 24 | $1.9B | $-198.9M | ||
| Q1 24 | $1.8B | $-223.0M |
总资产
AXON
BW
| Q4 25 | $7.0B | $662.9M | ||
| Q3 25 | $6.7B | $657.9M | ||
| Q2 25 | $6.2B | $703.5M | ||
| Q1 25 | $6.1B | $719.7M | ||
| Q4 24 | $4.5B | $727.0M | ||
| Q3 24 | $4.0B | $804.6M | ||
| Q2 24 | $3.7B | $849.1M | ||
| Q1 24 | $3.6B | $795.5M |
负债/权益比
AXON
BW
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $217.2M | $-3.0M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $-7.2M |
| 自由现金流率自由现金流/营收 | 19.5% | -6.3% |
| 资本支出强度资本支出/营收 | 7.8% | 3.7% |
| 现金转化率经营现金流/净利润 | 79.14× | — |
| 过去12个月自由现金流最近4个季度 | $75.1M | $-85.7M |
8季度趋势,按日历期对齐
经营现金流
AXON
BW
| Q4 25 | $217.2M | $-3.0M | ||
| Q3 25 | $60.0M | $-32.1M | ||
| Q2 25 | $-91.7M | $-25.3M | ||
| Q1 25 | $25.8M | $-8.5M | ||
| Q4 24 | $250.2M | $-22.5M | ||
| Q3 24 | $91.3M | $-69.5M | ||
| Q2 24 | $82.8M | $-11.8M | ||
| Q1 24 | $-15.9M | $-14.9M |
自由现金流
AXON
BW
| Q4 25 | $155.4M | $-7.2M | ||
| Q3 25 | $33.4M | $-37.6M | ||
| Q2 25 | $-114.7M | $-28.1M | ||
| Q1 25 | $932.0K | $-12.8M | ||
| Q4 24 | $225.4M | $-23.6M | ||
| Q3 24 | $64.8M | $-71.6M | ||
| Q2 24 | $71.4M | $-16.4M | ||
| Q1 24 | $-32.1M | $-18.3M |
自由现金流率
AXON
BW
| Q4 25 | 19.5% | -6.3% | ||
| Q3 25 | 4.7% | -25.3% | ||
| Q2 25 | -17.2% | -19.5% | ||
| Q1 25 | 0.2% | -7.1% | ||
| Q4 24 | 39.3% | -20.9% | ||
| Q3 24 | 11.9% | -46.9% | ||
| Q2 24 | 14.2% | -10.8% | ||
| Q1 24 | -7.0% | -11.2% |
资本支出强度
AXON
BW
| Q4 25 | 7.8% | 3.7% | ||
| Q3 25 | 3.7% | 3.7% | ||
| Q2 25 | 3.4% | 1.9% | ||
| Q1 25 | 4.1% | 2.4% | ||
| Q4 24 | 4.3% | 1.0% | ||
| Q3 24 | 4.9% | 1.4% | ||
| Q2 24 | 2.2% | 3.0% | ||
| Q1 24 | 3.5% | 2.1% |
现金转化率
AXON
BW
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | -0.92× | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | -0.46× | ||
| Q1 24 | -0.12× | — |
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
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
BW
暂无分部数据