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Axon Enterprise（AXON）与CARLISLE COMPANIES INC（CSL）财务数据对比。点击上方公司名可切换其他公司
CARLISLE COMPANIES INC的季度营收约是Axon Enterprise的1.3倍（$1.1B vs $796.7M），CARLISLE COMPANIES INC净利率更高（12.1% vs 0.3%，领先11.8%），Axon Enterprise同比增速更快（38.9% vs -4.0%），Axon Enterprise自由现金流更多（$155.4M vs $-73.0M），过去两年Axon Enterprise的营收复合增速更高（31.5% vs -14.8%）
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。
卡莱尔公司是专业建筑产品供应商，聚焦于提升建筑能效与稳固性，面向商业建筑领域生产销售单层屋面产品、质保系统及配套配件，旗下设有卡莱尔建筑材料、卡莱尔防水技术两大业务板块，产品涵盖防潮材料、屋面防护层等多个品类。
AXON vs CSL — 直观对比
营收规模更大
CSL
是对方的1.3倍
$796.7M
营收增速更快
AXON
高出42.9%
-4.0%
净利率更高
CSL
高出11.8%
0.3%
自由现金流更多
AXON
多$228.4M
$-73.0M
两年增速更快
AXON
近两年复合增速
-14.8%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $1.1B |
| 净利润 | $2.7M | $127.7M |
| 毛利率 | 57.9% | 34.5% |
| 营业利润率 | -6.3% | 17.1% |
| 净利率 | 0.3% | 12.1% |
| 营收同比 | 38.9% | -4.0% |
| 净利润同比 | -98.0% | -10.9% |
| 每股收益（稀释后） | $0.02 | $3.10 |
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AXONCSL
| Q1 26 | — | $1.1B | ||
| Q4 25 | $796.7M | $1.1B | ||
| Q3 25 | $710.6M | $1.3B | ||
| Q2 25 | $668.5M | $1.4B | ||
| Q1 25 | $603.6M | $1.1B | ||
| Q4 24 | $573.4M | $1.1B | ||
| Q3 24 | $544.3M | $1.3B | ||
| Q2 24 | $504.1M | $1.5B |
净利润AXONCSL
| Q1 26 | — | $127.7M | ||
| Q4 25 | $2.7M | $127.4M | ||
| Q3 25 | $-2.2M | $214.2M | ||
| Q2 25 | $36.1M | $255.8M | ||
| Q1 25 | $88.0M | $143.3M | ||
| Q4 24 | $136.0M | $162.8M | ||
| Q3 24 | $67.0M | $244.3M | ||
| Q2 24 | $40.8M | $712.4M |
毛利率AXONCSL
| Q1 26 | — | 34.5% | ||
| Q4 25 | 57.9% | 33.8% | ||
| Q3 25 | 60.1% | 36.0% | ||
| Q2 25 | 60.4% | 37.3% | ||
| Q1 25 | 60.6% | 35.2% | ||
| Q4 24 | 60.5% | 36.1% | ||
| Q3 24 | 60.8% | 38.6% | ||
| Q2 24 | 60.3% | 39.2% |
营业利润率AXONCSL
| Q1 26 | — | 17.1% | ||
| Q4 25 | -6.3% | 16.8% | ||
| Q3 25 | -0.3% | 21.8% | ||
| Q2 25 | -0.2% | 23.1% | ||
| Q1 25 | -1.5% | 16.8% | ||
| Q4 24 | -2.6% | 19.9% | ||
| Q3 24 | 4.4% | 23.7% | ||
| Q2 24 | 6.5% | 26.0% |
净利率AXONCSL
| Q1 26 | — | 12.1% | ||
| Q4 25 | 0.3% | 11.3% | ||
| Q3 25 | -0.3% | 15.9% | ||
| Q2 25 | 5.4% | 17.6% | ||
| Q1 25 | 14.6% | 13.1% | ||
| Q4 24 | 23.7% | 14.5% | ||
| Q3 24 | 12.3% | 18.3% | ||
| Q2 24 | 8.1% | 49.1% |
每股收益（稀释后）AXONCSL
| Q1 26 | — | $3.10 | ||
| Q4 25 | $0.02 | $3.06 | ||
| Q3 25 | $-0.03 | $4.98 | ||
| Q2 25 | $0.44 | $5.88 | ||
| Q1 25 | $1.08 | $3.20 | ||
| Q4 24 | $1.68 | $3.76 | ||
| Q3 24 | $0.86 | $5.25 | ||
| Q2 24 | $0.53 | $14.84 |
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 | $771.3M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $1.7B |
| 总资产 | $7.0B | — |
| 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AXONCSL
| Q1 26 | — | $771.3M | ||
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $2.4B | $1.1B | ||
| Q2 25 | $2.1B | $68.4M | ||
| Q1 25 | $2.2B | $220.2M | ||
| Q4 24 | $788.1M | $753.5M | ||
| Q3 24 | $1.0B | $1.5B | ||
| Q2 24 | $968.9M | $1.7B |
总债务AXONCSL
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $2.9B | ||
| Q3 25 | $2.0B | $2.9B | ||
| Q2 25 | $2.0B | $1.9B | ||
| Q1 25 | $2.0B | $1.9B | ||
| Q4 24 | $680.3M | $1.9B | ||
| Q3 24 | — | $2.3B | ||
| Q2 24 | — | $2.3B |
股东权益AXONCSL
| Q1 26 | — | $1.7B | ||
| Q4 25 | $3.2B | $1.8B | ||
| Q3 25 | $3.0B | $2.0B | ||
| Q2 25 | $2.7B | $2.1B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.3B | $2.5B | ||
| Q3 24 | $2.1B | $2.8B | ||
| Q2 24 | $1.9B | $3.0B |
总资产AXONCSL
| Q1 26 | — | — | ||
| Q4 25 | $7.0B | $6.3B | ||
| Q3 25 | $6.7B | $6.5B | ||
| Q2 25 | $6.2B | $5.5B | ||
| Q1 25 | $6.1B | $5.5B | ||
| Q4 24 | $4.5B | $5.8B | ||
| Q3 24 | $4.0B | $6.5B | ||
| Q2 24 | $3.7B | $6.7B |
负债/权益比AXONCSL
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 1.61× | ||
| Q3 25 | 0.66× | 1.45× | ||
| Q2 25 | 0.73× | 0.89× | ||
| Q1 25 | 0.79× | 0.87× | ||
| Q4 24 | 0.29× | 0.77× | ||
| Q3 24 | — | 0.83× | ||
| Q2 24 | — | 0.76× |
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 | — |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $-73.0M |
| 自由现金流率自由现金流/营收 | 19.5% | -6.9% |
| 资本支出强度资本支出/营收 | 7.8% | 2.7% |
| 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 | $924.8M |
8季度趋势，按日历期对齐
经营现金流AXONCSL
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $386.0M | ||
| Q3 25 | $60.0M | $426.9M | ||
| Q2 25 | $-91.7M | $287.1M | ||
| Q1 25 | $25.8M | $1.8M | ||
| Q4 24 | $250.2M | $370.6M | ||
| Q3 24 | $91.3M | $312.8M | ||
| Q2 24 | $82.8M | $183.4M |
自由现金流AXONCSL
| Q1 26 | — | $-73.0M | ||
| Q4 25 | $155.4M | $346.1M | ||
| Q3 25 | $33.4M | $393.4M | ||
| Q2 25 | $-114.7M | $258.3M | ||
| Q1 25 | $932.0K | $-27.2M | ||
| Q4 24 | $225.4M | $334.0M | ||
| Q3 24 | $64.8M | $293.5M | ||
| Q2 24 | $71.4M | $158.5M |
自由现金流率AXONCSL
| Q1 26 | — | -6.9% | ||
| Q4 25 | 19.5% | 30.7% | ||
| Q3 25 | 4.7% | 29.2% | ||
| Q2 25 | -17.2% | 17.8% | ||
| Q1 25 | 0.2% | -2.5% | ||
| Q4 24 | 39.3% | 29.7% | ||
| Q3 24 | 11.9% | 22.0% | ||
| Q2 24 | 14.2% | 10.9% |
资本支出强度AXONCSL
| Q1 26 | — | 2.7% | ||
| Q4 25 | 7.8% | 3.5% | ||
| Q3 25 | 3.7% | 2.5% | ||
| Q2 25 | 3.4% | 2.0% | ||
| Q1 25 | 4.1% | 2.6% | ||
| Q4 24 | 4.3% | 3.3% | ||
| Q3 24 | 4.9% | 1.4% | ||
| Q2 24 | 2.2% | 1.7% |
现金转化率AXONCSL
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 3.03× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | -2.54× | 1.12× | ||
| Q1 25 | 0.29× | 0.01× | ||
| Q4 24 | 1.84× | 2.28× | ||
| Q3 24 | 1.36× | 1.28× | ||
| Q2 24 | 2.03× | 0.26× |
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% |
CSL
| CCM | $758.0M | 72% |
| CWT | $294.0M | 28% |
