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Axon Enterprise（AXON）与第一太阳能（FSLR）财务数据对比。点击上方公司名可切换其他公司
第一太阳能的季度营收约是Axon Enterprise的1.3倍（$1.0B vs $807.3M），第一太阳能净利率更高（33.2% vs 21.0%，领先12.2%），Axon Enterprise同比增速更快（33.7% vs 23.6%），过去两年Axon Enterprise的营收复合增速更高（26.6% vs 1.7%）
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。
第一太阳能是美国上市光伏面板制造商，1990年成立时名为Solar Cells, Inc.，1999年被True North Partners收购后改为现名。公司采用碲化镉（CdTe）半导体技术生产刚性薄膜光伏面板，旗下所有生产基地均提供退役面板回收服务。
AXON vs FSLR — 直观对比
营收规模更大
FSLR
是对方的1.3倍
$807.3M
营收增速更快
AXON
高出10.1%
23.6%
净利率更高
FSLR
高出12.2%
21.0%
两年增速更快
AXON
近两年复合增速
1.7%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $807.3M | $1.0B |
| 净利润 | $169.3M | $346.6M |
| 毛利率 | 59.1% | 46.6% |
| 营业利润率 | 44.5% | 33.1% |
| 净利率 | 21.0% | 33.2% |
| 营收同比 | 33.7% | 23.6% |
| 净利润同比 | — | 65.4% |
| 每股收益（稀释后） | $2.05 | $3.22 |
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AXONFSLR
| Q1 26 | $807.3M | $1.0B | ||
| Q4 25 | $796.7M | $1.7B | ||
| Q3 25 | $710.6M | $1.6B | ||
| Q2 25 | $668.5M | $1.1B | ||
| Q1 25 | $603.6M | $844.6M | ||
| Q4 24 | $573.4M | $1.5B | ||
| Q3 24 | $544.3M | $887.7M | ||
| Q2 24 | $504.1M | $1.0B |
净利润AXONFSLR
| Q1 26 | $169.3M | $346.6M | ||
| Q4 25 | $2.7M | $520.9M | ||
| Q3 25 | $-2.2M | $455.9M | ||
| Q2 25 | $36.1M | $341.9M | ||
| Q1 25 | $88.0M | $209.5M | ||
| Q4 24 | $136.0M | $393.1M | ||
| Q3 24 | $67.0M | $313.0M | ||
| Q2 24 | $40.8M | $349.4M |
毛利率AXONFSLR
| Q1 26 | 59.1% | 46.6% | ||
| Q4 25 | 57.9% | 39.5% | ||
| Q3 25 | 60.1% | 38.3% | ||
| Q2 25 | 60.4% | 45.6% | ||
| Q1 25 | 60.6% | 40.8% | ||
| Q4 24 | 60.5% | 37.5% | ||
| Q3 24 | 60.8% | 50.2% | ||
| Q2 24 | 60.3% | 49.4% |
营业利润率AXONFSLR
| Q1 26 | 44.5% | 33.1% | ||
| Q4 25 | -6.3% | 32.6% | ||
| Q3 25 | -0.3% | 29.2% | ||
| Q2 25 | -0.2% | 33.0% | ||
| Q1 25 | -1.5% | 26.2% | ||
| Q4 24 | -2.6% | 30.2% | ||
| Q3 24 | 4.4% | 36.3% | ||
| Q2 24 | 6.5% | 36.9% |
净利率AXONFSLR
| Q1 26 | 21.0% | 33.2% | ||
| Q4 25 | 0.3% | 31.0% | ||
| Q3 25 | -0.3% | 28.6% | ||
| Q2 25 | 5.4% | 31.2% | ||
| Q1 25 | 14.6% | 24.8% | ||
| Q4 24 | 23.7% | 26.0% | ||
| Q3 24 | 12.3% | 35.3% | ||
| Q2 24 | 8.1% | 34.6% |
每股收益（稀释后）AXONFSLR
| Q1 26 | $2.05 | $3.22 | ||
| Q4 25 | $0.02 | $4.84 | ||
| Q3 25 | $-0.03 | $4.24 | ||
| Q2 25 | $0.44 | $3.18 | ||
| Q1 25 | $1.08 | $1.95 | ||
| Q4 24 | $1.68 | $3.66 | ||
| Q3 24 | $0.86 | $2.91 | ||
| Q2 24 | $0.53 | $3.25 |
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 | $718.9M | $2.4B |
| 总债务越低越好 | — | $425.8M |
| 股东权益账面价值 | $3.5B | $9.9B |
| 总资产 | $7.1B | $13.4B |
| 负债/权益比越低杠杆越低 | — | 0.04× |
8季度趋势，按日历期对齐
现金及短期投资AXONFSLR
| Q1 26 | $718.9M | $2.4B | ||
| Q4 25 | $1.7B | $2.8B | ||
| Q3 25 | $2.4B | $2.0B | ||
| Q2 25 | $2.1B | $1.1B | ||
| Q1 25 | $2.2B | $837.6M | ||
| Q4 24 | $788.1M | $1.6B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $968.9M | $1.7B |
总债务AXONFSLR
| Q1 26 | — | $425.8M | ||
| 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AXONFSLR
| Q1 26 | $3.5B | $9.9B | ||
| Q4 25 | $3.2B | $9.5B | ||
| Q3 25 | $3.0B | $9.0B | ||
| Q2 25 | $2.7B | $8.5B | ||
| Q1 25 | $2.6B | $8.2B | ||
| Q4 24 | $2.3B | $8.0B | ||
| Q3 24 | $2.1B | $7.6B | ||
| Q2 24 | $1.9B | $7.3B |
总资产AXONFSLR
| Q1 26 | $7.1B | $13.4B | ||
| Q4 25 | $7.0B | $13.3B | ||
| Q3 25 | $6.7B | $13.5B | ||
| Q2 25 | $6.2B | $12.9B | ||
| Q1 25 | $6.1B | $12.1B | ||
| Q4 24 | $4.5B | $12.1B | ||
| Q3 24 | $4.0B | $11.4B | ||
| Q2 24 | $3.7B | $11.0B |
负债/权益比AXONFSLR
| Q1 26 | — | 0.04× | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — | $-214.9M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | -0.62× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXONFSLR
| Q1 26 | — | $-214.9M | ||
| Q4 25 | $217.2M | $1.2B | ||
| Q3 25 | $60.0M | $1.3B | ||
| Q2 25 | $-91.7M | $149.6M | ||
| Q1 25 | $25.8M | $-608.0M | ||
| Q4 24 | $250.2M | $811.0M | ||
| Q3 24 | $91.3M | $-53.7M | ||
| Q2 24 | $82.8M | $193.0M |
自由现金流AXONFSLR
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $1.1B | ||
| Q3 25 | $33.4M | $1.1B | ||
| Q2 25 | $-114.7M | $-138.6M | ||
| Q1 25 | $932.0K | $-813.9M | ||
| Q4 24 | $225.4M | $497.5M | ||
| Q3 24 | $64.8M | $-487.7M | ||
| Q2 24 | $71.4M | $-172.1M |
自由现金流率AXONFSLR
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 63.6% | ||
| Q3 25 | 4.7% | 67.1% | ||
| Q2 25 | -17.2% | -12.6% | ||
| Q1 25 | 0.2% | -96.4% | ||
| Q4 24 | 39.3% | 32.9% | ||
| Q3 24 | 11.9% | -54.9% | ||
| Q2 24 | 14.2% | -17.0% |
资本支出强度AXONFSLR
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 10.2% | ||
| Q3 25 | 3.7% | 12.8% | ||
| Q2 25 | 3.4% | 26.3% | ||
| Q1 25 | 4.1% | 24.4% | ||
| Q4 24 | 4.3% | 20.7% | ||
| Q3 24 | 4.9% | 48.9% | ||
| Q2 24 | 2.2% | 36.1% |
现金转化率AXONFSLR
| Q1 26 | — | -0.62× | ||
| Q4 25 | 79.14× | 2.38× | ||
| Q3 25 | — | 2.79× | ||
| Q2 25 | -2.54× | 0.44× | ||
| Q1 25 | 0.29× | -2.90× | ||
| Q4 24 | 1.84× | 2.06× | ||
| Q3 24 | 1.36× | -0.17× | ||
| Q2 24 | 2.03× | 0.55× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
