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Axon Enterprise（AXON）与e.l.f. Beauty, Inc.（ELF）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e.l.f. Beauty, Inc.的1.6倍（$796.7M vs $489.5M），e.l.f. Beauty, Inc.净利率更高（8.0% vs 0.3%，领先7.7%），Axon Enterprise同比增速更快（38.9% vs 37.8%），Axon Enterprise自由现金流更多（$155.4M vs $52.8M）
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。
e.l.f. Beauty是美国知名彩妆品牌，2004年创立，总部位于加利福尼亚州奥克兰。品牌产品线丰富，涵盖沐浴护肤产品、矿物彩妆、专业美妆工具、眼线笔、口红、腮红、睫毛膏等多个品类，产品销往全球18个国家，入驻Target、沃尔玛等主流零售渠道，过半营收来自品牌官网。
AXON vs ELF — 直观对比
营收规模更大
AXON
是对方的1.6倍
$489.5M
营收增速更快
AXON
高出1.2%
37.8%
净利率更高
ELF
高出7.7%
0.3%
自由现金流更多
AXON
多$102.6M
$52.8M
损益表 — Q4 FY2025 vs Q3 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $489.5M |
| 净利润 | $2.7M | $39.4M |
| 毛利率 | 57.9% | 71.0% |
| 营业利润率 | -6.3% | 13.8% |
| 净利率 | 0.3% | 8.0% |
| 营收同比 | 38.9% | 37.8% |
| 净利润同比 | -98.0% | 128.1% |
| 每股收益（稀释后） | $0.02 | $0.65 |
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AXONELF
| Q4 25 | $796.7M | $489.5M | ||
| Q3 25 | $710.6M | $343.9M | ||
| Q2 25 | $668.5M | $353.7M | ||
| Q1 25 | $603.6M | — | ||
| Q4 24 | $573.4M | — | ||
| Q3 24 | $544.3M | — | ||
| Q2 24 | $504.1M | — | ||
| Q1 24 | $460.7M | — |
净利润AXONELF
| Q4 25 | $2.7M | $39.4M | ||
| Q3 25 | $-2.2M | $3.0M | ||
| Q2 25 | $36.1M | $33.3M | ||
| Q1 25 | $88.0M | — | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | — | ||
| Q2 24 | $40.8M | — | ||
| Q1 24 | $133.2M | — |
毛利率AXONELF
| Q4 25 | 57.9% | 71.0% | ||
| Q3 25 | 60.1% | 69.4% | ||
| Q2 25 | 60.4% | 69.1% | ||
| 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AXONELF
| Q4 25 | -6.3% | 13.8% | ||
| Q3 25 | -0.3% | 2.2% | ||
| Q2 25 | -0.2% | 13.8% | ||
| Q1 25 | -1.5% | — | ||
| Q4 24 | -2.6% | — | ||
| Q3 24 | 4.4% | — | ||
| Q2 24 | 6.5% | — | ||
| Q1 24 | 3.5% | — |
净利率AXONELF
| Q4 25 | 0.3% | 8.0% | ||
| Q3 25 | -0.3% | 0.9% | ||
| Q2 25 | 5.4% | 9.4% | ||
| Q1 25 | 14.6% | — | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | — | ||
| Q2 24 | 8.1% | — | ||
| Q1 24 | 28.9% | — |
每股收益（稀释后）AXONELF
| Q4 25 | $0.02 | $0.65 | ||
| Q3 25 | $-0.03 | $0.05 | ||
| Q2 25 | $0.44 | $0.58 | ||
| 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 | $196.8M |
| 总债务越低越好 | $1.8B | $816.7M |
| 股东权益账面价值 | $3.2B | $1.2B |
| 总资产 | $7.0B | $2.3B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.70× |
8季度趋势，按日历期对齐
现金及短期投资AXONELF
| Q4 25 | $1.7B | $196.8M | ||
| Q3 25 | $2.4B | $194.4M | ||
| Q2 25 | $2.1B | $170.0M | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $788.1M | — | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $968.9M | — | ||
| Q1 24 | $964.1M | — |
总债务AXONELF
| Q4 25 | $1.8B | $816.7M | ||
| Q3 25 | $2.0B | $831.6M | ||
| Q2 25 | $2.0B | $256.7M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AXONELF
| Q4 25 | $3.2B | $1.2B | ||
| Q3 25 | $3.0B | $1.1B | ||
| Q2 25 | $2.7B | $804.9M | ||
| Q1 25 | $2.6B | — | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.1B | — | ||
| Q2 24 | $1.9B | — | ||
| Q1 24 | $1.8B | — |
总资产AXONELF
| Q4 25 | $7.0B | $2.3B | ||
| Q3 25 | $6.7B | $2.3B | ||
| Q2 25 | $6.2B | $1.3B | ||
| Q1 25 | $6.1B | — | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.0B | — | ||
| Q2 24 | $3.7B | — | ||
| Q1 24 | $3.6B | — |
负债/权益比AXONELF
| Q4 25 | 0.56× | 0.70× | ||
| Q3 25 | 0.66× | 0.73× | ||
| Q2 25 | 0.73× | 0.32× | ||
| 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 | $59.4M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $52.8M |
| 自由现金流率自由现金流/营收 | 19.5% | 10.8% |
| 资本支出强度资本支出/营收 | 7.8% | 1.4% |
| 现金转化率经营现金流/净利润 | 79.14× | 1.51× |
| 过去12个月自由现金流最近4个季度 | $75.1M | — |
8季度趋势，按日历期对齐
经营现金流AXONELF
| Q4 25 | $217.2M | $59.4M | ||
| Q3 25 | $60.0M | $23.4M | ||
| Q2 25 | $-91.7M | $27.2M | ||
| Q1 25 | $25.8M | — | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $91.3M | — | ||
| Q2 24 | $82.8M | — | ||
| Q1 24 | $-15.9M | — |
自由现金流AXONELF
| Q4 25 | $155.4M | $52.8M | ||
| Q3 25 | $33.4M | $16.6M | ||
| Q2 25 | $-114.7M | $20.1M | ||
| Q1 25 | $932.0K | — | ||
| Q4 24 | $225.4M | — | ||
| Q3 24 | $64.8M | — | ||
| Q2 24 | $71.4M | — | ||
| Q1 24 | $-32.1M | — |
自由现金流率AXONELF
| Q4 25 | 19.5% | 10.8% | ||
| Q3 25 | 4.7% | 4.8% | ||
| Q2 25 | -17.2% | 5.7% | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 11.9% | — | ||
| Q2 24 | 14.2% | — | ||
| Q1 24 | -7.0% | — |
资本支出强度AXONELF
| Q4 25 | 7.8% | 1.4% | ||
| Q3 25 | 3.7% | 2.0% | ||
| Q2 25 | 3.4% | 2.0% | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 3.5% | — |
现金转化率AXONELF
| Q4 25 | 79.14× | 1.51× | ||
| Q3 25 | — | 7.82× | ||
| Q2 25 | -2.54× | 0.82× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | — | ||
| 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% |
ELF
暂无分部数据
