vs
Axon Enterprise(AXON)与Liberty Energy Inc.(LBRT)财务数据对比。点击上方公司名可切换其他公司
Liberty Energy Inc.的季度营收约是Axon Enterprise的1.3倍($1.0B vs $807.3M),Axon Enterprise净利率更高(21.0% vs 2.2%,领先18.8%),Axon Enterprise同比增速更快(33.7% vs 4.5%),过去两年Axon Enterprise的营收复合增速更高(26.6% vs -6.2%)
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。
Liberty Energy Inc.是北美领先的能源服务供应商,专注为油气运营企业提供水力压裂及完井解决方案,服务覆盖美国主要页岩产区,供应低排放作业设备及定制化支持,帮助提升油气井生产效率。
AXON vs LBRT — 直观对比
营收规模更大
LBRT
是对方的1.3倍
$807.3M
营收增速更快
AXON
高出29.3%
4.5%
净利率更高
AXON
高出18.8%
2.2%
两年增速更快
AXON
近两年复合增速
-6.2%
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $807.3M | $1.0B |
| 净利润 | $169.3M | $22.6M |
| 毛利率 | 59.1% | — |
| 营业利润率 | 44.5% | 2.2% |
| 净利率 | 21.0% | 2.2% |
| 营收同比 | 33.7% | 4.5% |
| 净利润同比 | — | — |
| 每股收益(稀释后) | $2.05 | $0.14 |
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
AXON
LBRT
| Q1 26 | $807.3M | $1.0B | ||
| Q4 25 | $796.7M | $1.0B | ||
| Q3 25 | $710.6M | $947.4M | ||
| Q2 25 | $668.5M | $1.0B | ||
| Q1 25 | $603.6M | $977.5M | ||
| Q4 24 | $573.4M | $943.6M | ||
| Q3 24 | $544.3M | $1.1B | ||
| Q2 24 | $504.1M | $1.2B |
净利润
AXON
LBRT
| Q1 26 | $169.3M | $22.6M | ||
| Q4 25 | $2.7M | $13.7M | ||
| Q3 25 | $-2.2M | $43.1M | ||
| Q2 25 | $36.1M | $71.0M | ||
| Q1 25 | $88.0M | $20.1M | ||
| Q4 24 | $136.0M | $51.9M | ||
| Q3 24 | $67.0M | $73.8M | ||
| Q2 24 | $40.8M | $108.4M |
毛利率
AXON
LBRT
| Q1 26 | 59.1% | — | ||
| Q4 25 | 57.9% | 20.6% | ||
| Q3 25 | 60.1% | 18.7% | ||
| Q2 25 | 60.4% | 22.1% | ||
| Q1 25 | 60.6% | 22.1% | ||
| Q4 24 | 60.5% | 21.4% | ||
| Q3 24 | 60.8% | 26.2% | ||
| Q2 24 | 60.3% | 27.9% |
营业利润率
AXON
LBRT
| Q1 26 | 44.5% | 2.2% | ||
| Q4 25 | -6.3% | 1.9% | ||
| Q3 25 | -0.3% | -0.3% | ||
| Q2 25 | -0.2% | 3.6% | ||
| Q1 25 | -1.5% | 1.9% | ||
| Q4 24 | -2.6% | 2.6% | ||
| Q3 24 | 4.4% | 9.4% | ||
| Q2 24 | 6.5% | 12.2% |
净利率
AXON
LBRT
| Q1 26 | 21.0% | 2.2% | ||
| Q4 25 | 0.3% | 1.3% | ||
| Q3 25 | -0.3% | 4.5% | ||
| Q2 25 | 5.4% | 6.8% | ||
| Q1 25 | 14.6% | 2.1% | ||
| Q4 24 | 23.7% | 5.5% | ||
| Q3 24 | 12.3% | 6.5% | ||
| Q2 24 | 8.1% | 9.3% |
每股收益(稀释后)
AXON
LBRT
| Q1 26 | $2.05 | $0.14 | ||
| Q4 25 | $0.02 | $0.08 | ||
| Q3 25 | $-0.03 | $0.26 | ||
| Q2 25 | $0.44 | $0.43 | ||
| Q1 25 | $1.08 | $0.12 | ||
| Q4 24 | $1.68 | $0.31 | ||
| Q3 24 | $0.86 | $0.44 | ||
| Q2 24 | $0.53 | $0.64 |
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 | $699.1M |
| 总债务越低越好 | — | $7.1M |
| 股东权益账面价值 | $3.5B | $1.9B |
| 总资产 | $7.1B | $4.4B |
| 负债/权益比越低杠杆越低 | — | 0.00× |
8季度趋势,按日历期对齐
现金及短期投资
AXON
LBRT
| Q1 26 | $718.9M | $699.1M | ||
| Q4 25 | $1.7B | $27.6M | ||
| Q3 25 | $2.4B | $13.5M | ||
| Q2 25 | $2.1B | $19.6M | ||
| Q1 25 | $2.2B | $24.1M | ||
| Q4 24 | $788.1M | $20.0M | ||
| Q3 24 | $1.0B | $23.0M | ||
| Q2 24 | $968.9M | $30.0M |
总债务
AXON
LBRT
| Q1 26 | — | $7.1M | ||
| Q4 25 | $1.8B | $246.6M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | $190.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益
AXON
LBRT
| Q1 26 | $3.5B | $1.9B | ||
| Q4 25 | $3.2B | $2.1B | ||
| Q3 25 | $3.0B | $2.1B | ||
| Q2 25 | $2.7B | $2.0B | ||
| Q1 25 | $2.6B | $2.0B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B |
总资产
AXON
LBRT
| Q1 26 | $7.1B | $4.4B | ||
| Q4 25 | $7.0B | $3.6B | ||
| Q3 25 | $6.7B | $3.5B | ||
| Q2 25 | $6.2B | $3.4B | ||
| Q1 25 | $6.1B | $3.4B | ||
| Q4 24 | $4.5B | $3.3B | ||
| Q3 24 | $4.0B | $3.3B | ||
| Q2 24 | $3.7B | $3.2B |
负债/权益比
AXON
LBRT
| Q1 26 | — | 0.00× | ||
| Q4 25 | 0.56× | 0.12× | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | 0.10× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图