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Axon Enterprise（AXON）与JBT Marel Corp（JBTM）财务数据对比。点击上方公司名可切换其他公司
JBT Marel Corp的季度营收约是Axon Enterprise的1.3倍（$1.0B vs $796.7M）。JBT Marel Corp净利率更高（5.3% vs 0.3%，领先4.9%）。JBT Marel Corp同比增速更快（115.6% vs 38.9%）。Axon Enterprise自由现金流更多（$155.4M vs $83.5M）。过去两年JBT Marel Corp的营收复合增速更高（60.3% vs 31.5%）
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。
JBT Marel Corp（原称JBT公司、约翰宾技术公司）是主营食品加工机械及自动化车辆的企业，2008年由FMC技术公司拆分非能源业务独立注册成立，总部位于美国伊利诺伊州芝加哥，发展历史可追溯至1884年加州洛斯加托斯果园主约翰·宾创办的企业。
AXON vs JBTM — 直观对比
营收规模更大
JBTM
是对方的1.3倍
$796.7M
营收增速更快
JBTM
高出76.6%
38.9%
净利率更高
JBTM
高出4.9%
0.3%
自由现金流更多
AXON
多$71.9M
$83.5M
两年增速更快
JBTM
近两年复合增速
31.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $1.0B |
| 净利润 | $2.7M | $53.1M |
| 毛利率 | 57.9% | 34.5% |
| 营业利润率 | -6.3% | 7.2% |
| 净利率 | 0.3% | 5.3% |
| 营收同比 | 38.9% | 115.6% |
| 净利润同比 | -98.0% | 858.6% |
| 每股收益（稀释后） | $0.02 | $1.04 |
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AXONJBTM
| Q4 25 | $796.7M | $1.0B | ||
| Q3 25 | $710.6M | $1.0B | ||
| Q2 25 | $668.5M | $934.8M | ||
| Q1 25 | $603.6M | $854.1M | ||
| Q4 24 | $573.4M | $467.6M | ||
| Q3 24 | $544.3M | $453.8M | ||
| Q2 24 | $504.1M | $402.3M | ||
| Q1 24 | $460.7M | $392.3M |
净利润AXONJBTM
| Q4 25 | $2.7M | $53.1M | ||
| Q3 25 | $-2.2M | $66.0M | ||
| Q2 25 | $36.1M | $3.4M | ||
| Q1 25 | $88.0M | $-173.0M | ||
| Q4 24 | $136.0M | $-7.0M | ||
| Q3 24 | $67.0M | $38.9M | ||
| Q2 24 | $40.8M | $30.7M | ||
| Q1 24 | $133.2M | $22.8M |
毛利率AXONJBTM
| Q4 25 | 57.9% | 34.5% | ||
| Q3 25 | 60.1% | 35.9% | ||
| Q2 25 | 60.4% | 35.8% | ||
| Q1 25 | 60.6% | 34.2% | ||
| Q4 24 | 60.5% | 38.4% | ||
| Q3 24 | 60.8% | 36.1% | ||
| Q2 24 | 60.3% | 35.6% | ||
| Q1 24 | 56.4% | 35.8% |
营业利润率AXONJBTM
| Q4 25 | -6.3% | 7.2% | ||
| Q3 25 | -0.3% | 10.2% | ||
| Q2 25 | -0.2% | 5.2% | ||
| Q1 25 | -1.5% | -3.9% | ||
| Q4 24 | -2.6% | 3.4% | ||
| Q3 24 | 4.4% | 10.3% | ||
| Q2 24 | 6.5% | 6.7% | ||
| Q1 24 | 3.5% | 7.4% |
净利率AXONJBTM
| Q4 25 | 0.3% | 5.3% | ||
| Q3 25 | -0.3% | 6.6% | ||
| Q2 25 | 5.4% | 0.4% | ||
| Q1 25 | 14.6% | -20.3% | ||
| Q4 24 | 23.7% | -1.5% | ||
| Q3 24 | 12.3% | 8.6% | ||
| Q2 24 | 8.1% | 7.6% | ||
| Q1 24 | 28.9% | 5.8% |
每股收益（稀释后）AXONJBTM
| Q4 25 | $0.02 | $1.04 | ||
| Q3 25 | $-0.03 | $1.26 | ||
| Q2 25 | $0.44 | $0.07 | ||
| Q1 25 | $1.08 | $-3.35 | ||
| Q4 24 | $1.68 | $-0.22 | ||
| Q3 24 | $0.86 | $1.21 | ||
| Q2 24 | $0.53 | $0.95 | ||
| Q1 24 | $1.73 | $0.71 |
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 | $167.9M |
| 总债务越低越好 | $1.8B | $1.5B |
| 股东权益账面价值 | $3.2B | $4.5B |
| 总资产 | $7.0B | $8.2B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.33× |
8季度趋势，按日历期对齐
现金及短期投资AXONJBTM
| Q4 25 | $1.7B | $167.9M | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.2B | — | ||
| Q4 24 | $788.1M | $1.2B | ||
| Q3 24 | $1.0B | — | ||
| Q2 24 | $968.9M | — | ||
| Q1 24 | $964.1M | — |
总债务AXONJBTM
| Q4 25 | $1.8B | $1.5B | ||
| Q3 25 | $2.0B | $1.5B | ||
| Q2 25 | $2.0B | $1.5B | ||
| Q1 25 | $2.0B | $2.0B | ||
| Q4 24 | $680.3M | $1.3B | ||
| Q3 24 | — | $648.3M | ||
| Q2 24 | — | $647.7M | ||
| Q1 24 | — | $647.0M |
股东权益AXONJBTM
| Q4 25 | $3.2B | $4.5B | ||
| Q3 25 | $3.0B | $4.4B | ||
| Q2 25 | $2.7B | $4.4B | ||
| Q1 25 | $2.6B | $4.1B | ||
| Q4 24 | $2.3B | $1.5B | ||
| Q3 24 | $2.1B | $1.6B | ||
| Q2 24 | $1.9B | $1.5B | ||
| Q1 24 | $1.8B | $1.5B |
总资产AXONJBTM
| Q4 25 | $7.0B | $8.2B | ||
| Q3 25 | $6.7B | $8.2B | ||
| Q2 25 | $6.2B | $8.3B | ||
| Q1 25 | $6.1B | $8.0B | ||
| Q4 24 | $4.5B | $3.4B | ||
| Q3 24 | $4.0B | $2.8B | ||
| Q2 24 | $3.7B | $2.7B | ||
| Q1 24 | $3.6B | $2.7B |
负债/权益比AXONJBTM
| Q4 25 | 0.56× | 0.33× | ||
| Q3 25 | 0.66× | 0.34× | ||
| Q2 25 | 0.73× | 0.35× | ||
| Q1 25 | 0.79× | 0.48× | ||
| Q4 24 | 0.29× | 0.81× | ||
| Q3 24 | — | 0.41× | ||
| Q2 24 | — | 0.43× | ||
| Q1 24 | — | 0.43× |
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 | $117.4M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $83.5M |
| 自由现金流率自由现金流/营收 | 19.5% | 8.3% |
| 资本支出强度资本支出/营收 | 7.8% | 3.4% |
| 现金转化率经营现金流/净利润 | 79.14× | 2.21× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $238.1M |
8季度趋势，按日历期对齐
经营现金流AXONJBTM
| Q4 25 | $217.2M | $117.4M | ||
| Q3 25 | $60.0M | $87.7M | ||
| Q2 25 | $-91.7M | $102.2M | ||
| Q1 25 | $25.8M | $34.4M | ||
| Q4 24 | $250.2M | $128.7M | ||
| Q3 24 | $91.3M | $71.9M | ||
| Q2 24 | $82.8M | $21.6M | ||
| Q1 24 | $-15.9M | $10.4M |
自由现金流AXONJBTM
| Q4 25 | $155.4M | $83.5M | ||
| Q3 25 | $33.4M | $56.5M | ||
| Q2 25 | $-114.7M | $83.7M | ||
| Q1 25 | $932.0K | $14.4M | ||
| Q4 24 | $225.4M | $118.7M | ||
| Q3 24 | $64.8M | $65.0M | ||
| Q2 24 | $71.4M | $11.1M | ||
| Q1 24 | $-32.1M | $-100.0K |
自由现金流率AXONJBTM
| Q4 25 | 19.5% | 8.3% | ||
| Q3 25 | 4.7% | 5.6% | ||
| Q2 25 | -17.2% | 9.0% | ||
| Q1 25 | 0.2% | 1.7% | ||
| Q4 24 | 39.3% | 25.4% | ||
| Q3 24 | 11.9% | 14.3% | ||
| Q2 24 | 14.2% | 2.8% | ||
| Q1 24 | -7.0% | -0.0% |
资本支出强度AXONJBTM
| Q4 25 | 7.8% | 3.4% | ||
| Q3 25 | 3.7% | 3.1% | ||
| Q2 25 | 3.4% | 2.0% | ||
| Q1 25 | 4.1% | 2.3% | ||
| Q4 24 | 4.3% | 2.1% | ||
| Q3 24 | 4.9% | 1.5% | ||
| Q2 24 | 2.2% | 2.6% | ||
| Q1 24 | 3.5% | 2.7% |
现金转化率AXONJBTM
| Q4 25 | 79.14× | 2.21× | ||
| Q3 25 | — | 1.33× | ||
| Q2 25 | -2.54× | 30.06× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | 1.85× | ||
| Q2 24 | 2.03× | 0.70× | ||
| Q1 24 | -0.12× | 0.46× |
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% |
JBTM
暂无分部数据
