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Axon Enterprise(AXON)与加拿大国家铁路(CP)财务数据对比。点击上方公司名可切换其他公司
加拿大国家铁路的季度营收约是Axon Enterprise的3.6倍($2.8B vs $796.7M)。加拿大国家铁路净利率更高(27.7% vs 0.3%,领先27.3%)。Axon Enterprise同比增速更快(38.9% vs 1.3%)。加拿大国家铁路自由现金流更多($537.3M vs $155.4M)。过去两年Axon Enterprise的营收复合增速更高(31.5% vs 5.6%)
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。
加拿大国家铁路是加拿大一级货运铁路企业,总部位于魁北克省蒙特利尔市,业务覆盖加拿大全境及美国中西部、南部区域,是加拿大两大主力货运铁路运营商之一,与加拿大太平洋堪萨斯城铁路公司齐名。
AXON vs CP — 直观对比
营收规模更大
CP
是对方的3.6倍
$796.7M
营收增速更快
AXON
高出37.6%
1.3%
净利率更高
CP
高出27.3%
0.3%
自由现金流更多
CP
多$381.9M
$155.4M
两年增速更快
AXON
近两年复合增速
5.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $796.7M | $2.8B |
| 净利润 | $2.7M | $786.2M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 41.4% |
| 净利率 | 0.3% | 27.7% |
| 营收同比 | 38.9% | 1.3% |
| 净利润同比 | -98.0% | -10.3% |
| 每股收益(稀释后) | $0.02 | — |
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
CP
| Q4 25 | $796.7M | $2.8B | ||
| Q3 25 | $710.6M | $2.7B | ||
| Q2 25 | $668.5M | $2.7B | ||
| Q1 25 | $603.6M | $2.8B | ||
| Q4 24 | $573.4M | $2.8B | ||
| Q3 24 | $544.3M | $2.6B | ||
| Q2 24 | $504.1M | $2.6B | ||
| Q1 24 | $460.7M | $2.5B |
净利润
AXON
CP
| Q4 25 | $2.7M | $786.2M | ||
| Q3 25 | $-2.2M | $671.6M | ||
| Q2 25 | $36.1M | $900.8M | ||
| Q1 25 | $88.0M | $664.3M | ||
| Q4 24 | $136.0M | $876.7M | ||
| Q3 24 | $67.0M | $611.0M | ||
| Q2 24 | $40.8M | $660.6M | ||
| Q1 24 | $133.2M | $565.8M |
毛利率
AXON
CP
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | — | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.3% | — | ||
| Q1 24 | 56.4% | — |
营业利润率
AXON
CP
| Q4 25 | -6.3% | 41.4% | ||
| Q3 25 | -0.3% | 36.8% | ||
| Q2 25 | -0.2% | 36.6% | ||
| Q1 25 | -1.5% | 35.0% | ||
| Q4 24 | -2.6% | 40.6% | ||
| Q3 24 | 4.4% | 34.3% | ||
| Q2 24 | 6.5% | 35.4% | ||
| Q1 24 | 3.5% | 32.9% |
净利率
AXON
CP
| Q4 25 | 0.3% | 27.7% | ||
| Q3 25 | -0.3% | 25.3% | ||
| Q2 25 | 5.4% | 33.6% | ||
| Q1 25 | 14.6% | 24.2% | ||
| Q4 24 | 23.7% | 31.2% | ||
| Q3 24 | 12.3% | 23.9% | ||
| Q2 24 | 8.1% | 25.3% | ||
| Q1 24 | 28.9% | 22.2% |
每股收益(稀释后)
AXON
CP
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.68 | — | ||
| Q3 24 | $0.86 | — | ||
| Q2 24 | $0.53 | — | ||
| Q1 24 | $1.73 | — |
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 | $134.3M |
| 总债务越低越好 | $1.8B | $14.6B |
| 股东权益账面价值 | $3.2B | $33.5B |
| 总资产 | $7.0B | $62.7B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.43× |
8季度趋势,按日历期对齐
现金及短期投资
AXON
CP
| Q4 25 | $1.7B | $134.3M | ||
| Q3 25 | $2.4B | $300.0M | ||
| Q2 25 | $2.1B | $583.3M | ||
| Q1 25 | $2.2B | $507.4M | ||
| Q4 24 | $788.1M | $539.5M | ||
| Q3 24 | $1.0B | $338.0M | ||
| Q2 24 | $968.9M | $406.6M | ||
| Q1 24 | $964.1M | $378.9M |
总债务
AXON
CP
| Q4 25 | $1.8B | $14.6B | ||
| Q3 25 | $2.0B | $15.8B | ||
| Q2 25 | $2.0B | $15.5B | ||
| Q1 25 | $2.0B | $15.4B | ||
| Q4 24 | $680.3M | $14.5B | ||
| Q3 24 | — | $13.7B | ||
| Q2 24 | — | $13.8B | ||
| Q1 24 | — | $13.7B |
股东权益
AXON
CP
| Q4 25 | $3.2B | $33.5B | ||
| Q3 25 | $3.0B | $33.4B | ||
| Q2 25 | $2.7B | $33.7B | ||
| Q1 25 | $2.6B | $35.2B | ||
| Q4 24 | $2.3B | $35.0B | ||
| Q3 24 | $2.1B | $32.2B | ||
| Q2 24 | $1.9B | $32.0B | ||
| Q1 24 | $1.8B | $31.3B |
总资产
AXON
CP
| Q4 25 | $7.0B | $62.7B | ||
| Q3 25 | $6.7B | $63.3B | ||
| Q2 25 | $6.2B | $62.2B | ||
| Q1 25 | $6.1B | $64.3B | ||
| Q4 24 | $4.5B | $64.1B | ||
| Q3 24 | $4.0B | $60.0B | ||
| Q2 24 | $3.7B | $60.4B | ||
| Q1 24 | $3.6B | $59.6B |
负债/权益比
AXON
CP
| Q4 25 | 0.56× | 0.43× | ||
| Q3 25 | 0.66× | 0.47× | ||
| Q2 25 | 0.73× | 0.46× | ||
| Q1 25 | 0.79× | 0.44× | ||
| Q4 24 | 0.29× | 0.41× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.44× |
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 | $1.1B |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $537.3M |
| 自由现金流率自由现金流/营收 | 19.5% | 18.9% |
| 资本支出强度资本支出/营收 | 7.8% | 20.2% |
| 现金转化率经营现金流/净利润 | 79.14× | 1.42× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $1.6B |
8季度趋势,按日历期对齐
经营现金流
AXON
CP
| Q4 25 | $217.2M | $1.1B | ||
| Q3 25 | $60.0M | $930.0M | ||
| Q2 25 | $-91.7M | $989.1M | ||
| Q1 25 | $25.8M | $843.9M | ||
| Q4 24 | $250.2M | $1.2B | ||
| Q3 24 | $91.3M | $928.6M | ||
| Q2 24 | $82.8M | $932.9M | ||
| Q1 24 | $-15.9M | $741.0M |
自由现金流
AXON
CP
| Q4 25 | $155.4M | $537.3M | ||
| Q3 25 | $33.4M | $302.2M | ||
| Q2 25 | $-114.7M | $446.8M | ||
| Q1 25 | $932.0K | $324.9M | ||
| Q4 24 | $225.4M | $702.3M | ||
| Q3 24 | $64.8M | $382.5M | ||
| Q2 24 | $71.4M | $343.1M | ||
| Q1 24 | $-32.1M | $356.2M |
自由现金流率
AXON
CP
| Q4 25 | 19.5% | 18.9% | ||
| Q3 25 | 4.7% | 11.4% | ||
| Q2 25 | -17.2% | 16.7% | ||
| Q1 25 | 0.2% | 11.8% | ||
| Q4 24 | 39.3% | 25.0% | ||
| Q3 24 | 11.9% | 15.0% | ||
| Q2 24 | 14.2% | 13.1% | ||
| Q1 24 | -7.0% | 14.0% |
资本支出强度
AXON
CP
| Q4 25 | 7.8% | 20.2% | ||
| Q3 25 | 3.7% | 23.7% | ||
| Q2 25 | 3.4% | 20.2% | ||
| Q1 25 | 4.1% | 18.9% | ||
| Q4 24 | 4.3% | 19.3% | ||
| Q3 24 | 4.9% | 21.4% | ||
| Q2 24 | 2.2% | 22.6% | ||
| Q1 24 | 3.5% | 15.1% |
现金转化率
AXON
CP
| Q4 25 | 79.14× | 1.42× | ||
| Q3 25 | — | 1.38× | ||
| Q2 25 | -2.54× | 1.10× | ||
| Q1 25 | 0.29× | 1.27× | ||
| Q4 24 | 1.84× | 1.42× | ||
| Q3 24 | 1.36× | 1.52× | ||
| Q2 24 | 2.03× | 1.41× | ||
| Q1 24 | -0.12× | 1.31× |
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% |
CP
暂无分部数据