vs
Axon Enterprise（AXON）与GRIFFON CORP（GFF）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GRIFFON CORP的1.2倍（$796.7M vs $649.1M）。GRIFFON CORP净利率更高（9.9% vs 0.3%，领先9.6%）。Axon Enterprise同比增速更快（38.9% vs 2.6%）。Axon Enterprise自由现金流更多（$155.4M vs $99.3M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs -1.8%）
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。
格里芬公司是总部位于纽约的跨国多元化控股集团，业务覆盖多领域运营，旗下拥有Ames True Temper、ClosetMaid、Clopay建筑产品和CornellCookson四大子公司。该公司1961年起在纽交所公开上市，是标普小盘600指数、标普1500综合指数及罗素2000指数的成分股。
AXON vs GFF — 直观对比
营收规模更大
AXON
是对方的1.2倍
$649.1M
营收增速更快
AXON
高出36.3%
2.6%
净利率更高
GFF
高出9.6%
0.3%
自由现金流更多
AXON
多$56.1M
$99.3M
两年增速更快
AXON
近两年复合增速
-1.8%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $649.1M |
| 净利润 | $2.7M | $64.4M |
| 毛利率 | 57.9% | 41.1% |
| 营业利润率 | -6.3% | 17.5% |
| 净利率 | 0.3% | 9.9% |
| 营收同比 | 38.9% | 2.6% |
| 净利润同比 | -98.0% | -9.1% |
| 每股收益（稀释后） | $0.02 | $1.41 |
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AXONGFF
| Q4 25 | $796.7M | $649.1M | ||
| Q3 25 | $710.6M | $662.2M | ||
| Q2 25 | $668.5M | $613.6M | ||
| Q1 25 | $603.6M | $611.7M | ||
| Q4 24 | $573.4M | $632.4M | ||
| Q3 24 | $544.3M | $659.7M | ||
| Q2 24 | $504.1M | $647.8M | ||
| Q1 24 | $460.7M | $672.9M |
净利润AXONGFF
| Q4 25 | $2.7M | $64.4M | ||
| Q3 25 | $-2.2M | $43.6M | ||
| Q2 25 | $36.1M | $-120.1M | ||
| Q1 25 | $88.0M | $56.8M | ||
| Q4 24 | $136.0M | $70.9M | ||
| Q3 24 | $67.0M | $62.5M | ||
| Q2 24 | $40.8M | $41.1M | ||
| Q1 24 | $133.2M | $64.1M |
毛利率AXONGFF
| Q4 25 | 57.9% | 41.1% | ||
| Q3 25 | 60.1% | 41.7% | ||
| Q2 25 | 60.4% | 43.2% | ||
| Q1 25 | 60.6% | 41.2% | ||
| Q4 24 | 60.5% | 41.8% | ||
| Q3 24 | 60.8% | 39.9% | ||
| Q2 24 | 60.3% | 38.5% | ||
| Q1 24 | 56.4% | 40.2% |
营业利润率AXONGFF
| Q4 25 | -6.3% | 17.5% | ||
| Q3 25 | -0.3% | 18.0% | ||
| Q2 25 | -0.2% | -20.5% | ||
| Q1 25 | -1.5% | 16.5% | ||
| Q4 24 | -2.6% | 17.7% | ||
| Q3 24 | 4.4% | 16.9% | ||
| Q2 24 | 6.5% | 13.8% | ||
| Q1 24 | 3.5% | 16.9% |
净利率AXONGFF
| Q4 25 | 0.3% | 9.9% | ||
| Q3 25 | -0.3% | 6.6% | ||
| Q2 25 | 5.4% | -19.6% | ||
| Q1 25 | 14.6% | 9.3% | ||
| Q4 24 | 23.7% | 11.2% | ||
| Q3 24 | 12.3% | 9.5% | ||
| Q2 24 | 8.1% | 6.3% | ||
| Q1 24 | 28.9% | 9.5% |
每股收益（稀释后）AXONGFF
| Q4 25 | $0.02 | $1.41 | ||
| Q3 25 | $-0.03 | $1.04 | ||
| Q2 25 | $0.44 | $-2.65 | ||
| Q1 25 | $1.08 | $1.21 | ||
| Q4 24 | $1.68 | $1.49 | ||
| Q3 24 | $0.86 | $1.29 | ||
| Q2 24 | $0.53 | $0.84 | ||
| Q1 24 | $1.73 | $1.28 |
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 | $95.3M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $108.9M |
| 总资产 | $7.0B | $2.1B |
| 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AXONGFF
| Q4 25 | $1.7B | $95.3M | ||
| Q3 25 | $2.4B | $99.0M | ||
| Q2 25 | $2.1B | $107.3M | ||
| Q1 25 | $2.2B | $127.8M | ||
| Q4 24 | $788.1M | $152.0M | ||
| Q3 24 | $1.0B | $114.4M | ||
| Q2 24 | $968.9M | $133.5M | ||
| Q1 24 | $964.1M | $123.0M |
总债务AXONGFF
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $1.5B | ||
| Q4 24 | $680.3M | $1.5B | ||
| Q3 24 | — | $1.5B | ||
| Q2 24 | — | $1.5B | ||
| Q1 24 | — | $1.6B |
股东权益AXONGFF
| Q4 25 | $3.2B | $108.9M | ||
| Q3 25 | $3.0B | $74.0M | ||
| Q2 25 | $2.7B | $63.9M | ||
| Q1 25 | $2.6B | $214.7M | ||
| Q4 24 | $2.3B | $227.8M | ||
| Q3 24 | $2.1B | $224.9M | ||
| Q2 24 | $1.9B | $223.5M | ||
| Q1 24 | $1.8B | $202.2M |
总资产AXONGFF
| Q4 25 | $7.0B | $2.1B | ||
| Q3 25 | $6.7B | $2.1B | ||
| Q2 25 | $6.2B | $2.1B | ||
| Q1 25 | $6.1B | $2.3B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $4.0B | $2.4B | ||
| Q2 24 | $3.7B | $2.4B | ||
| Q1 24 | $3.6B | $2.4B |
负债/权益比AXONGFF
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | 22.71× | ||
| Q1 25 | 0.79× | 7.16× | ||
| Q4 24 | 0.29× | 6.48× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 6.74× | ||
| Q1 24 | — | 7.84× |
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 | $107.0M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $99.3M |
| 自由现金流率自由现金流/营收 | 19.5% | 15.3% |
| 资本支出强度资本支出/营收 | 7.8% | 1.2% |
| 现金转化率经营现金流/净利润 | 79.14× | 1.66× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $278.9M |
8季度趋势，按日历期对齐
经营现金流AXONGFF
| Q4 25 | $217.2M | $107.0M | ||
| Q3 25 | $60.0M | $75.0M | ||
| Q2 25 | $-91.7M | $123.1M | ||
| Q1 25 | $25.8M | $16.5M | ||
| Q4 24 | $250.2M | $142.9M | ||
| Q3 24 | $91.3M | $72.1M | ||
| Q2 24 | $82.8M | $122.1M | ||
| Q1 24 | $-15.9M | $39.8M |
自由现金流AXONGFF
| Q4 25 | $155.4M | $99.3M | ||
| Q3 25 | $33.4M | $62.4M | ||
| Q2 25 | $-114.7M | $114.4M | ||
| Q1 25 | $932.0K | $2.8M | ||
| Q4 24 | $225.4M | $125.5M | ||
| Q3 24 | $64.8M | $51.6M | ||
| Q2 24 | $71.4M | $107.5M | ||
| Q1 24 | $-32.1M | $20.8M |
自由现金流率AXONGFF
| Q4 25 | 19.5% | 15.3% | ||
| Q3 25 | 4.7% | 9.4% | ||
| Q2 25 | -17.2% | 18.6% | ||
| Q1 25 | 0.2% | 0.5% | ||
| Q4 24 | 39.3% | 19.8% | ||
| Q3 24 | 11.9% | 7.8% | ||
| Q2 24 | 14.2% | 16.6% | ||
| Q1 24 | -7.0% | 3.1% |
资本支出强度AXONGFF
| Q4 25 | 7.8% | 1.2% | ||
| Q3 25 | 3.7% | 1.9% | ||
| Q2 25 | 3.4% | 1.4% | ||
| Q1 25 | 4.1% | 2.2% | ||
| Q4 24 | 4.3% | 2.8% | ||
| Q3 24 | 4.9% | 3.1% | ||
| Q2 24 | 2.2% | 2.2% | ||
| Q1 24 | 3.5% | 2.8% |
现金转化率AXONGFF
| Q4 25 | 79.14× | 1.66× | ||
| Q3 25 | — | 1.72× | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | 0.29× | ||
| Q4 24 | 1.84× | 2.02× | ||
| Q3 24 | 1.36× | 1.15× | ||
| Q2 24 | 2.03× | 2.97× | ||
| Q1 24 | -0.12× | 0.62× |
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% |
GFF
| Consumer And Professional Products | $241.1M | 37% |
| Residential Repairand Remodel | $202.1M | 31% |
| International Excluding North America | $97.8M | 15% |
| Retail | $47.3M | 7% |
| Residential New Construction | $32.5M | 5% |
| Other | $14.2M | 2% |
| Industrial | $14.1M | 2% |
