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Axon Enterprise（AXON）与Gaming & Leisure Properties, Inc.（GLPI）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Gaming & Leisure Properties, Inc.的1.9倍（$796.7M vs $420.0M），Gaming & Leisure Properties, Inc.净利率更高（57.0% vs 0.3%，领先56.7%），Axon Enterprise同比增速更快（38.9% vs 6.3%），过去两年Axon Enterprise的营收复合增速更高（31.5% vs 5.0%）
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。
博彩与休闲地产公司（GLPI）是一家专注于赌场物业的房地产投资信托（REIT），总部位于宾夕法尼亚州怀奥米辛。公司于2013年11月从宾州国民娱乐分拆成立，目前持有62处赌场物业，全部对外出租给其他企业运营。
AXON vs GLPI — 直观对比
营收规模更大
AXON
是对方的1.9倍
$420.0M
营收增速更快
AXON
高出32.7%
6.3%
净利率更高
GLPI
高出56.7%
0.3%
两年增速更快
AXON
近两年复合增速
5.0%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $420.0M |
| 净利润 | $2.7M | $239.4M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 79.4% |
| 净利率 | 0.3% | 57.0% |
| 营收同比 | 38.9% | 6.3% |
| 净利润同比 | -98.0% | 40.5% |
| 每股收益（稀释后） | $0.02 | — |
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AXONGLPI
| Q1 26 | — | $420.0M | ||
| Q4 25 | $796.7M | $407.0M | ||
| Q3 25 | $710.6M | $397.6M | ||
| Q2 25 | $668.5M | $394.9M | ||
| Q1 25 | $603.6M | $395.2M | ||
| Q4 24 | $573.4M | $389.6M | ||
| Q3 24 | $544.3M | $385.3M | ||
| Q2 24 | $504.1M | $380.6M |
净利润AXONGLPI
| Q1 26 | — | $239.4M | ||
| Q4 25 | $2.7M | $275.4M | ||
| Q3 25 | $-2.2M | $241.2M | ||
| Q2 25 | $36.1M | $151.4M | ||
| Q1 25 | $88.0M | $165.2M | ||
| Q4 24 | $136.0M | $223.6M | ||
| Q3 24 | $67.0M | $184.7M | ||
| Q2 24 | $40.8M | $208.3M |
毛利率AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | — | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.3% | — |
营业利润率AXONGLPI
| Q1 26 | — | 79.4% | ||
| Q4 25 | -6.3% | 89.3% | ||
| Q3 25 | -0.3% | 84.8% | ||
| Q2 25 | -0.2% | 61.3% | ||
| Q1 25 | -1.5% | 65.5% | ||
| Q4 24 | -2.6% | 79.1% | ||
| Q3 24 | 4.4% | 70.4% | ||
| Q2 24 | 6.5% | 77.1% |
净利率AXONGLPI
| Q1 26 | — | 57.0% | ||
| Q4 25 | 0.3% | 67.6% | ||
| Q3 25 | -0.3% | 60.7% | ||
| Q2 25 | 5.4% | 38.4% | ||
| Q1 25 | 14.6% | 41.8% | ||
| Q4 24 | 23.7% | 57.4% | ||
| Q3 24 | 12.3% | 47.9% | ||
| Q2 24 | 8.1% | 54.7% |
每股收益（稀释后）AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | $0.02 | $0.96 | ||
| Q3 25 | $-0.03 | $0.85 | ||
| Q2 25 | $0.44 | $0.54 | ||
| Q1 25 | $1.08 | $0.60 | ||
| Q4 24 | $1.68 | $0.79 | ||
| Q3 24 | $0.86 | $0.67 | ||
| Q2 24 | $0.53 | $0.77 |
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 | $274.5M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $5.0B |
| 总资产 | $7.0B | $13.8B |
| 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AXONGLPI
| Q1 26 | — | $274.5M | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $788.1M | $560.8M | ||
| Q3 24 | $1.0B | $560.8M | ||
| Q2 24 | $968.9M | $560.8M |
总债务AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $7.2B | ||
| Q3 25 | $2.0B | $7.2B | ||
| Q2 25 | $2.0B | $6.9B | ||
| Q1 25 | $2.0B | $6.9B | ||
| Q4 24 | $680.3M | $7.7B | ||
| Q3 24 | — | $7.4B | ||
| Q2 24 | — | $6.6B |
股东权益AXONGLPI
| Q1 26 | — | $5.0B | ||
| Q4 25 | $3.2B | $4.6B | ||
| Q3 25 | $3.0B | $4.6B | ||
| Q2 25 | $2.7B | $4.6B | ||
| Q1 25 | $2.6B | $4.2B | ||
| Q4 24 | $2.3B | $4.3B | ||
| Q3 24 | $2.1B | $4.3B | ||
| Q2 24 | $1.9B | $4.1B |
总资产AXONGLPI
| Q1 26 | — | $13.8B | ||
| Q4 25 | $7.0B | $12.9B | ||
| Q3 25 | $6.7B | $12.8B | ||
| Q2 25 | $6.2B | $12.5B | ||
| Q1 25 | $6.1B | $12.1B | ||
| Q4 24 | $4.5B | $13.1B | ||
| Q3 24 | $4.0B | $12.7B | ||
| Q2 24 | $3.7B | $11.8B |
负债/权益比AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 1.56× | ||
| Q3 25 | 0.66× | 1.57× | ||
| Q2 25 | 0.73× | 1.51× | ||
| Q1 25 | 0.79× | 1.63× | ||
| Q4 24 | 0.29× | 1.81× | ||
| Q3 24 | — | 1.74× | ||
| Q2 24 | — | 1.60× |
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 | — |
| 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× | — |
| 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AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $1.1B | ||
| Q3 25 | $60.0M | $240.3M | ||
| Q2 25 | $-91.7M | $293.4M | ||
| Q1 25 | $25.8M | $252.5M | ||
| Q4 24 | $250.2M | $1.1B | ||
| Q3 24 | $91.3M | $270.4M | ||
| Q2 24 | $82.8M | $252.1M |
自由现金流AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | $183.0M | ||
| Q2 25 | $-114.7M | $272.3M | ||
| Q1 25 | $932.0K | $239.6M | ||
| Q4 24 | $225.4M | $1.1B | ||
| Q3 24 | $64.8M | $261.5M | ||
| Q2 24 | $71.4M | $245.0M |
自由现金流率AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | 46.0% | ||
| Q2 25 | -17.2% | 69.0% | ||
| Q1 25 | 0.2% | 60.6% | ||
| Q4 24 | 39.3% | 275.3% | ||
| Q3 24 | 11.9% | 67.9% | ||
| Q2 24 | 14.2% | 64.4% |
资本支出强度AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | 14.4% | ||
| Q2 25 | 3.4% | 5.3% | ||
| Q1 25 | 4.1% | 3.3% | ||
| Q4 24 | 4.3% | 0.0% | ||
| Q3 24 | 4.9% | 2.3% | ||
| Q2 24 | 2.2% | 1.9% |
现金转化率AXONGLPI
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 4.10× | ||
| Q3 25 | — | 1.00× | ||
| Q2 25 | -2.54× | 1.94× | ||
| Q1 25 | 0.29× | 1.53× | ||
| Q4 24 | 1.84× | 4.80× | ||
| Q3 24 | 1.36× | 1.46× | ||
| Q2 24 | 2.03× | 1.21× |
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% |
GLPI
暂无分部数据
