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Axon Enterprise（AXON）与CECO ENVIRONMENTAL CORP（CECO）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CECO ENVIRONMENTAL CORP的3.7倍（$796.7M vs $214.7M）。CECO ENVIRONMENTAL CORP净利率更高（1.4% vs 0.3%，领先1.1%）。Axon Enterprise同比增速更快（38.9% vs 35.4%）。Axon Enterprise自由现金流更多（$155.4M vs $7.3M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs 30.4%）
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。
CECO环保是1966年成立的美国工业技术企业，总部位于得克萨斯州达拉斯，在纳斯达克上市，股票代码为CECO。公司面向制造、化工、能源、炼油等工业领域，提供空气污染治理相关的技术、产品及服务，助力工业客户满足环保排放要求。
AXON vs CECO — 直观对比
营收规模更大
AXON
是对方的3.7倍
$214.7M
营收增速更快
AXON
高出3.5%
35.4%
净利率更高
CECO
高出1.1%
0.3%
自由现金流更多
AXON
多$148.1M
$7.3M
两年增速更快
AXON
近两年复合增速
30.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $214.7M |
| 净利润 | $2.7M | $3.1M |
| 毛利率 | 57.9% | 35.1% |
| 营业利润率 | -6.3% | 7.7% |
| 净利率 | 0.3% | 1.4% |
| 营收同比 | 38.9% | 35.4% |
| 净利润同比 | -98.0% | -37.3% |
| 每股收益（稀释后） | $0.02 | $0.09 |
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AXONCECO
| Q4 25 | $796.7M | $214.7M | ||
| Q3 25 | $710.6M | $197.6M | ||
| Q2 25 | $668.5M | $185.4M | ||
| Q1 25 | $603.6M | $176.7M | ||
| Q4 24 | $573.4M | $158.6M | ||
| Q3 24 | $544.3M | $135.5M | ||
| Q2 24 | $504.1M | $137.5M | ||
| Q1 24 | $460.7M | $126.3M |
净利润AXONCECO
| Q4 25 | $2.7M | $3.1M | ||
| Q3 25 | $-2.2M | $1.5M | ||
| Q2 25 | $36.1M | $9.5M | ||
| Q1 25 | $88.0M | $36.0M | ||
| Q4 24 | $136.0M | $4.9M | ||
| Q3 24 | $67.0M | $2.1M | ||
| Q2 24 | $40.8M | $4.5M | ||
| Q1 24 | $133.2M | $1.5M |
毛利率AXONCECO
| Q4 25 | 57.9% | 35.1% | ||
| Q3 25 | 60.1% | 32.7% | ||
| Q2 25 | 60.4% | 36.2% | ||
| Q1 25 | 60.6% | 35.2% | ||
| Q4 24 | 60.5% | 35.8% | ||
| Q3 24 | 60.8% | 33.4% | ||
| Q2 24 | 60.3% | 35.7% | ||
| Q1 24 | 56.4% | 35.7% |
营业利润率AXONCECO
| Q4 25 | -6.3% | 7.7% | ||
| Q3 25 | -0.3% | 4.8% | ||
| Q2 25 | -0.2% | 9.7% | ||
| Q1 25 | -1.5% | 35.0% | ||
| Q4 24 | -2.6% | 7.1% | ||
| Q3 24 | 4.4% | 5.3% | ||
| Q2 24 | 6.5% | 6.7% | ||
| Q1 24 | 3.5% | 6.1% |
净利率AXONCECO
| Q4 25 | 0.3% | 1.4% | ||
| Q3 25 | -0.3% | 0.8% | ||
| Q2 25 | 5.4% | 5.1% | ||
| Q1 25 | 14.6% | 20.4% | ||
| Q4 24 | 23.7% | 3.1% | ||
| Q3 24 | 12.3% | 1.5% | ||
| Q2 24 | 8.1% | 3.3% | ||
| Q1 24 | 28.9% | 1.2% |
每股收益（稀释后）AXONCECO
| Q4 25 | $0.02 | $0.09 | ||
| Q3 25 | $-0.03 | $0.04 | ||
| Q2 25 | $0.44 | $0.26 | ||
| Q1 25 | $1.08 | $0.98 | ||
| Q4 24 | $1.68 | $0.14 | ||
| Q3 24 | $0.86 | $0.06 | ||
| Q2 24 | $0.53 | $0.12 | ||
| Q1 24 | $1.73 | $0.04 |
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 | $33.1M |
| 总债务越低越好 | $1.8B | $212.4M |
| 股东权益账面价值 | $3.2B | $317.5M |
| 总资产 | $7.0B | $893.8M |
| 负债/权益比越低杠杆越低 | 0.56× | 0.67× |
8季度趋势，按日历期对齐
现金及短期投资AXONCECO
| Q4 25 | $1.7B | $33.1M | ||
| Q3 25 | $2.4B | $32.8M | ||
| Q2 25 | $2.1B | $36.8M | ||
| Q1 25 | $2.2B | $146.5M | ||
| Q4 24 | $788.1M | $37.8M | ||
| Q3 24 | $1.0B | $38.7M | ||
| Q2 24 | $968.9M | $36.5M | ||
| Q1 24 | $964.1M | $46.6M |
总债务AXONCECO
| Q4 25 | $1.8B | $212.4M | ||
| Q3 25 | $2.0B | $220.9M | ||
| Q2 25 | $2.0B | $238.7M | ||
| Q1 25 | $2.0B | $339.7M | ||
| Q4 24 | $680.3M | $218.9M | ||
| Q3 24 | — | $133.4M | ||
| Q2 24 | — | $130.8M | ||
| Q1 24 | — | $135.7M |
股东权益AXONCECO
| Q4 25 | $3.2B | $317.5M | ||
| Q3 25 | $3.0B | $309.2M | ||
| Q2 25 | $2.7B | $298.4M | ||
| Q1 25 | $2.6B | $285.8M | ||
| Q4 24 | $2.3B | $247.7M | ||
| Q3 24 | $2.1B | $241.3M | ||
| Q2 24 | $1.9B | $235.0M | ||
| Q1 24 | $1.8B | $231.5M |
总资产AXONCECO
| Q4 25 | $7.0B | $893.8M | ||
| Q3 25 | $6.7B | $891.9M | ||
| Q2 25 | $6.2B | $876.6M | ||
| Q1 25 | $6.1B | $957.1M | ||
| Q4 24 | $4.5B | $759.7M | ||
| Q3 24 | $4.0B | $621.5M | ||
| Q2 24 | $3.7B | $598.1M | ||
| Q1 24 | $3.6B | $589.0M |
负债/权益比AXONCECO
| Q4 25 | 0.56× | 0.67× | ||
| Q3 25 | 0.66× | 0.71× | ||
| Q2 25 | 0.73× | 0.80× | ||
| Q1 25 | 0.79× | 1.19× | ||
| Q4 24 | 0.29× | 0.88× | ||
| Q3 24 | — | 0.55× | ||
| Q2 24 | — | 0.56× | ||
| Q1 24 | — | 0.59× |
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 | $10.0M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $7.3M |
| 自由现金流率自由现金流/营收 | 19.5% | 3.4% |
| 资本支出强度资本支出/营收 | 7.8% | 1.2% |
| 现金转化率经营现金流/净利润 | 79.14× | 3.26× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $-5.5M |
8季度趋势，按日历期对齐
经营现金流AXONCECO
| Q4 25 | $217.2M | $10.0M | ||
| Q3 25 | $60.0M | $15.3M | ||
| Q2 25 | $-91.7M | $-7.7M | ||
| Q1 25 | $25.8M | $-11.7M | ||
| Q4 24 | $250.2M | $1.8M | ||
| Q3 24 | $91.3M | $15.1M | ||
| Q2 24 | $82.8M | $6.7M | ||
| Q1 24 | $-15.9M | $1.2M |
自由现金流AXONCECO
| Q4 25 | $155.4M | $7.3M | ||
| Q3 25 | $33.4M | $11.0M | ||
| Q2 25 | $-114.7M | $-8.7M | ||
| Q1 25 | $932.0K | $-15.1M | ||
| Q4 24 | $225.4M | $-4.3M | ||
| Q3 24 | $64.8M | $11.1M | ||
| Q2 24 | $71.4M | $2.5M | ||
| Q1 24 | $-32.1M | $-1.9M |
自由现金流率AXONCECO
| Q4 25 | 19.5% | 3.4% | ||
| Q3 25 | 4.7% | 5.6% | ||
| Q2 25 | -17.2% | -4.7% | ||
| Q1 25 | 0.2% | -8.5% | ||
| Q4 24 | 39.3% | -2.7% | ||
| Q3 24 | 11.9% | 8.2% | ||
| Q2 24 | 14.2% | 1.9% | ||
| Q1 24 | -7.0% | -1.5% |
资本支出强度AXONCECO
| Q4 25 | 7.8% | 1.2% | ||
| Q3 25 | 3.7% | 2.1% | ||
| Q2 25 | 3.4% | 0.6% | ||
| Q1 25 | 4.1% | 1.9% | ||
| Q4 24 | 4.3% | 3.9% | ||
| Q3 24 | 4.9% | 3.0% | ||
| Q2 24 | 2.2% | 3.0% | ||
| Q1 24 | 3.5% | 2.5% |
现金转化率AXONCECO
| Q4 25 | 79.14× | 3.26× | ||
| Q3 25 | — | 10.18× | ||
| Q2 25 | -2.54× | -0.81× | ||
| Q1 25 | 0.29× | -0.33× | ||
| Q4 24 | 1.84× | 0.37× | ||
| Q3 24 | 1.36× | 7.24× | ||
| Q2 24 | 2.03× | 1.49× | ||
| Q1 24 | -0.12× | 0.81× |
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% |
CECO
暂无分部数据
