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Axon Enterprise（AXON）与EPAM Systems（EPAM）财务数据对比。点击上方公司名可切换其他公司
EPAM Systems的季度营收约是Axon Enterprise的1.7倍（$1.4B vs $807.3M），Axon Enterprise净利率更高（21.0% vs 5.9%，领先15.1%），Axon Enterprise同比增速更快（33.7% vs 7.6%），过去两年Axon Enterprise的营收复合增速更高（26.6% vs 10.5%）
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。
EPAM Systems是总部位于美国宾夕法尼亚州纽敦的企业，核心业务涵盖软件工程服务、数字平台研发、数字产品设计三大板块，同时是MACH联盟的创始成员，在全球数字化服务赛道拥有深厚的技术积累与行业认可度。
AXON vs EPAM — 直观对比
营收规模更大
EPAM
是对方的1.7倍
$807.3M
营收增速更快
AXON
高出26.2%
7.6%
净利率更高
AXON
高出15.1%
5.9%
两年增速更快
AXON
近两年复合增速
10.5%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $807.3M | $1.4B |
| 净利润 | $169.3M | $82.5M |
| 毛利率 | 59.1% | — |
| 营业利润率 | 44.5% | 8.3% |
| 净利率 | 21.0% | 5.9% |
| 营收同比 | 33.7% | 7.6% |
| 净利润同比 | — | 12.3% |
| 每股收益（稀释后） | $2.05 | $1.52 |
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AXONEPAM
| Q1 26 | $807.3M | $1.4B | ||
| Q4 25 | $796.7M | $1.4B | ||
| Q3 25 | $710.6M | $1.4B | ||
| Q2 25 | $668.5M | $1.4B | ||
| Q1 25 | $603.6M | $1.3B | ||
| Q4 24 | $573.4M | $1.2B | ||
| Q3 24 | $544.3M | $1.2B | ||
| Q2 24 | $504.1M | $1.1B |
净利润AXONEPAM
| Q1 26 | $169.3M | $82.5M | ||
| Q4 25 | $2.7M | $109.4M | ||
| Q3 25 | $-2.2M | $106.8M | ||
| Q2 25 | $36.1M | $88.0M | ||
| Q1 25 | $88.0M | $73.5M | ||
| Q4 24 | $136.0M | $103.3M | ||
| Q3 24 | $67.0M | $136.3M | ||
| Q2 24 | $40.8M | $98.6M |
毛利率AXONEPAM
| Q1 26 | 59.1% | — | ||
| Q4 25 | 57.9% | 30.1% | ||
| Q3 25 | 60.1% | 29.5% | ||
| Q2 25 | 60.4% | 28.8% | ||
| Q1 25 | 60.6% | 26.9% | ||
| Q4 24 | 60.5% | 30.4% | ||
| Q3 24 | 60.8% | 34.6% | ||
| Q2 24 | 60.3% | 29.3% |
营业利润率AXONEPAM
| Q1 26 | 44.5% | 8.3% | ||
| Q4 25 | -6.3% | 10.6% | ||
| Q3 25 | -0.3% | 10.4% | ||
| Q2 25 | -0.2% | 9.3% | ||
| Q1 25 | -1.5% | 7.6% | ||
| Q4 24 | -2.6% | 10.9% | ||
| Q3 24 | 4.4% | 15.2% | ||
| Q2 24 | 6.5% | 10.5% |
净利率AXONEPAM
| Q1 26 | 21.0% | 5.9% | ||
| Q4 25 | 0.3% | 7.8% | ||
| Q3 25 | -0.3% | 7.7% | ||
| Q2 25 | 5.4% | 6.5% | ||
| Q1 25 | 14.6% | 5.6% | ||
| Q4 24 | 23.7% | 8.3% | ||
| Q3 24 | 12.3% | 11.7% | ||
| Q2 24 | 8.1% | 8.6% |
每股收益（稀释后）AXONEPAM
| Q1 26 | $2.05 | $1.52 | ||
| Q4 25 | $0.02 | $1.97 | ||
| Q3 25 | $-0.03 | $1.91 | ||
| Q2 25 | $0.44 | $1.56 | ||
| Q1 25 | $1.08 | $1.28 | ||
| Q4 24 | $1.68 | $1.80 | ||
| Q3 24 | $0.86 | $2.37 | ||
| Q2 24 | $0.53 | $1.70 |
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 | $718.9M | $1.0B |
| 总债务越低越好 | — | $165.0M |
| 股东权益账面价值 | $3.5B | $3.4B |
| 总资产 | $7.1B | $4.7B |
| 负债/权益比越低杠杆越低 | — | 0.05× |
8季度趋势，按日历期对齐
现金及短期投资AXONEPAM
| Q1 26 | $718.9M | $1.0B | ||
| Q4 25 | $1.7B | $1.3B | ||
| Q3 25 | $2.4B | $1.2B | ||
| Q2 25 | $2.1B | $1.0B | ||
| Q1 25 | $2.2B | $1.2B | ||
| Q4 24 | $788.1M | $1.3B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $968.9M | $1.8B |
总债务AXONEPAM
| Q1 26 | — | $165.0M | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXONEPAM
| Q1 26 | $3.5B | $3.4B | ||
| Q4 25 | $3.2B | $3.7B | ||
| Q3 25 | $3.0B | $3.7B | ||
| Q2 25 | $2.7B | $3.7B | ||
| Q1 25 | $2.6B | $3.6B | ||
| Q4 24 | $2.3B | $3.6B | ||
| Q3 24 | $2.1B | $3.6B | ||
| Q2 24 | $1.9B | $3.4B |
总资产AXONEPAM
| Q1 26 | $7.1B | $4.7B | ||
| Q4 25 | $7.0B | $4.9B | ||
| Q3 25 | $6.7B | $4.8B | ||
| Q2 25 | $6.2B | $4.7B | ||
| Q1 25 | $6.1B | $4.7B | ||
| Q4 24 | $4.5B | $4.8B | ||
| Q3 24 | $4.0B | $4.5B | ||
| Q2 24 | $3.7B | $4.2B |
负债/权益比AXONEPAM
| Q1 26 | — | 0.05× | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
