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Axon Enterprise（AXON）与Essex Property Trust（ESS）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Essex Property Trust的1.7倍（$796.7M vs $479.6M），Essex Property Trust净利率更高（17.9% vs 0.3%，领先17.5%），Axon Enterprise同比增速更快（38.9% vs 5.5%），过去两年Axon Enterprise的营收复合增速更高（31.5% vs 6.0%）
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。
Essex Property Trust是一家公开上市的房地产投资信托企业，重点布局美国西海岸优质不动产市场，核心投资标的为加利福尼亚州及西雅图大都会区的公寓类物业，在长租公寓的投资、运营及管理领域拥有深厚的行业积累与资源优势。
AXON vs ESS — 直观对比
营收规模更大
AXON
是对方的1.7倍
$479.6M
营收增速更快
AXON
高出33.4%
5.5%
净利率更高
ESS
高出17.5%
0.3%
两年增速更快
AXON
近两年复合增速
6.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $479.6M |
| 净利润 | $2.7M | $85.7M |
| 毛利率 | 57.9% | 70.0% |
| 营业利润率 | -6.3% | 31.7% |
| 净利率 | 0.3% | 17.9% |
| 营收同比 | 38.9% | 5.5% |
| 净利润同比 | -98.0% | -71.6% |
| 每股收益（稀释后） | $0.02 | $1.24 |
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AXONESS
| Q4 25 | $796.7M | $479.6M | ||
| Q3 25 | $710.6M | $473.3M | ||
| Q2 25 | $668.5M | $469.8M | ||
| Q1 25 | $603.6M | $464.6M | ||
| Q4 24 | $573.4M | $454.5M | ||
| Q3 24 | $544.3M | $450.7M | ||
| Q2 24 | $504.1M | $442.4M | ||
| Q1 24 | $460.7M | $426.9M |
净利润AXONESS
| Q4 25 | $2.7M | $85.7M | ||
| Q3 25 | $-2.2M | $172.7M | ||
| Q2 25 | $36.1M | $231.5M | ||
| Q1 25 | $88.0M | $212.8M | ||
| Q4 24 | $136.0M | $301.7M | ||
| Q3 24 | $67.0M | $125.5M | ||
| Q2 24 | $40.8M | $99.0M | ||
| Q1 24 | $133.2M | $285.1M |
毛利率AXONESS
| Q4 25 | 57.9% | 70.0% | ||
| Q3 25 | 60.1% | 69.2% | ||
| Q2 25 | 60.4% | 70.7% | ||
| Q1 25 | 60.6% | 69.6% | ||
| Q4 24 | 60.5% | 70.0% | ||
| Q3 24 | 60.8% | 69.5% | ||
| Q2 24 | 60.3% | 70.8% | ||
| Q1 24 | 56.4% | 69.7% |
营业利润率AXONESS
| Q4 25 | -6.3% | 31.7% | ||
| Q3 25 | -0.3% | 44.5% | ||
| Q2 25 | -0.2% | 59.5% | ||
| Q1 25 | -1.5% | 55.3% | ||
| Q4 24 | -2.6% | 67.0% | ||
| Q3 24 | 4.4% | 28.6% | ||
| Q2 24 | 6.5% | 31.1% | ||
| Q1 24 | 3.5% | 31.0% |
净利率AXONESS
| Q4 25 | 0.3% | 17.9% | ||
| Q3 25 | -0.3% | 36.5% | ||
| Q2 25 | 5.4% | 49.3% | ||
| Q1 25 | 14.6% | 45.8% | ||
| Q4 24 | 23.7% | 66.4% | ||
| Q3 24 | 12.3% | 27.8% | ||
| Q2 24 | 8.1% | 22.4% | ||
| Q1 24 | 28.9% | 66.8% |
每股收益（稀释后）AXONESS
| Q4 25 | $0.02 | $1.24 | ||
| Q3 25 | $-0.03 | $2.56 | ||
| Q2 25 | $0.44 | $3.44 | ||
| Q1 25 | $1.08 | $3.16 | ||
| Q4 24 | $1.68 | $4.00 | ||
| Q3 24 | $0.86 | $1.84 | ||
| Q2 24 | $0.53 | $1.45 | ||
| Q1 24 | $1.73 | $4.25 |
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 | $76.2M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $5.5B |
| 总资产 | $7.0B | $13.2B |
| 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AXONESS
| Q4 25 | $1.7B | $76.2M | ||
| Q3 25 | $2.4B | $66.0M | ||
| Q2 25 | $2.1B | $58.7M | ||
| Q1 25 | $2.2B | $98.7M | ||
| Q4 24 | $788.1M | $66.8M | ||
| Q3 24 | $1.0B | $71.3M | ||
| Q2 24 | $968.9M | $55.2M | ||
| Q1 24 | $964.1M | $499.0M |
总债务AXONESS
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $6.4B | ||
| Q2 25 | $2.0B | $6.4B | ||
| Q1 25 | $2.0B | $6.8B | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B | ||
| Q1 24 | — | $6.6B |
股东权益AXONESS
| Q4 25 | $3.2B | $5.5B | ||
| Q3 25 | $3.0B | $5.6B | ||
| Q2 25 | $2.7B | $5.6B | ||
| Q1 25 | $2.6B | $5.6B | ||
| Q4 24 | $2.3B | $5.5B | ||
| Q3 24 | $2.1B | $5.4B | ||
| Q2 24 | $1.9B | $5.5B | ||
| Q1 24 | $1.8B | $5.5B |
总资产AXONESS
| Q4 25 | $7.0B | $13.2B | ||
| Q3 25 | $6.7B | $13.2B | ||
| Q2 25 | $6.2B | $13.2B | ||
| Q1 25 | $6.1B | $13.2B | ||
| Q4 24 | $4.5B | $12.9B | ||
| Q3 24 | $4.0B | $12.6B | ||
| Q2 24 | $3.7B | $12.5B | ||
| Q1 24 | $3.6B | $12.9B |
负债/权益比AXONESS
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | 1.15× | ||
| Q2 25 | 0.73× | 1.14× | ||
| Q1 25 | 0.79× | 1.22× | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | 1.18× | ||
| Q2 24 | — | 1.13× | ||
| Q1 24 | — | 1.19× |
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 | — |
| 自由现金流率自由现金流/营收 | 19.5% | — |
| 资本支出强度资本支出/营收 | 7.8% | — |
| 现金转化率经营现金流/净利润 | 79.14× | 12.53× |
| 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AXONESS
| Q4 25 | $217.2M | $1.1B | ||
| Q3 25 | $60.0M | $342.6M | ||
| Q2 25 | $-91.7M | $216.1M | ||
| Q1 25 | $25.8M | $281.5M | ||
| Q4 24 | $250.2M | $1.1B | ||
| Q3 24 | $91.3M | $316.2M | ||
| Q2 24 | $82.8M | $218.9M | ||
| Q1 24 | $-15.9M | $314.9M |
自由现金流AXONESS
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | — | ||
| Q2 25 | $-114.7M | — | ||
| 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AXONESS
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | -17.2% | — | ||
| 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AXONESS
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.4% | — | ||
| 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AXONESS
| Q4 25 | 79.14× | 12.53× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | -2.54× | 0.93× | ||
| Q1 25 | 0.29× | 1.32× | ||
| Q4 24 | 1.84× | 3.54× | ||
| Q3 24 | 1.36× | 2.52× | ||
| Q2 24 | 2.03× | 2.21× | ||
| Q1 24 | -0.12× | 1.10× |
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% |
ESS
暂无分部数据
