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Axon Enterprise（AXON）与LINDSAY CORP（LNN）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LINDSAY CORP的5.3倍（$796.7M vs $150.7M）。LINDSAY CORP净利率更高（11.0% vs 0.3%，领先10.6%）。Axon Enterprise同比增速更快（38.9% vs -6.1%）。Axon Enterprise自由现金流更多（$155.4M vs $-15.1M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs 1.3%）
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。
林赛公司总部位于美国内布拉斯加州奥马哈市，原名林赛制造公司，核心产品为旗下Zimmatic品牌中心枢轴灌溉系统，此外还生产农业机械、工程机械，以及公路与铁路基础设施设备。
AXON vs LNN — 直观对比
营收规模更大
AXON
是对方的5.3倍
$150.7M
营收增速更快
AXON
高出45.1%
-6.1%
净利率更高
LNN
高出10.6%
0.3%
自由现金流更多
AXON
多$170.5M
$-15.1M
两年增速更快
AXON
近两年复合增速
1.3%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $150.7M |
| 净利润 | $2.7M | $16.5M |
| 毛利率 | 57.9% | 33.3% |
| 营业利润率 | -6.3% | 13.0% |
| 净利率 | 0.3% | 11.0% |
| 营收同比 | 38.9% | -6.1% |
| 净利润同比 | -98.0% | -3.7% |
| 每股收益（稀释后） | $0.02 | $1.54 |
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AXONLNN
| Q4 25 | $796.7M | $150.7M | ||
| Q3 25 | $710.6M | $149.0M | ||
| Q2 25 | $668.5M | $165.7M | ||
| Q1 25 | $603.6M | $183.8M | ||
| Q4 24 | $573.4M | $160.5M | ||
| Q3 24 | $544.3M | $149.4M | ||
| Q2 24 | $504.1M | $133.7M | ||
| Q1 24 | $460.7M | $146.8M |
净利润AXONLNN
| Q4 25 | $2.7M | $16.5M | ||
| Q3 25 | $-2.2M | $10.8M | ||
| Q2 25 | $36.1M | $19.5M | ||
| Q1 25 | $88.0M | $26.6M | ||
| Q4 24 | $136.0M | $17.2M | ||
| Q3 24 | $67.0M | $12.7M | ||
| Q2 24 | $40.8M | $20.4M | ||
| Q1 24 | $133.2M | $18.1M |
毛利率AXONLNN
| Q4 25 | 57.9% | 33.3% | ||
| Q3 25 | 60.1% | 30.0% | ||
| Q2 25 | 60.4% | 32.4% | ||
| Q1 25 | 60.6% | 34.0% | ||
| Q4 24 | 60.5% | 31.1% | ||
| Q3 24 | 60.8% | 30.6% | ||
| Q2 24 | 60.3% | 34.8% | ||
| Q1 24 | 56.4% | 33.3% |
营业利润率AXONLNN
| Q4 25 | -6.3% | 13.0% | ||
| Q3 25 | -0.3% | 7.6% | ||
| Q2 25 | -0.2% | 14.4% | ||
| Q1 25 | -1.5% | 17.5% | ||
| Q4 24 | -2.6% | 13.0% | ||
| Q3 24 | 4.4% | 9.0% | ||
| Q2 24 | 6.5% | 14.9% | ||
| Q1 24 | 3.5% | 15.1% |
净利率AXONLNN
| Q4 25 | 0.3% | 11.0% | ||
| Q3 25 | -0.3% | 7.3% | ||
| Q2 25 | 5.4% | 11.8% | ||
| Q1 25 | 14.6% | 14.5% | ||
| Q4 24 | 23.7% | 10.7% | ||
| Q3 24 | 12.3% | 8.5% | ||
| Q2 24 | 8.1% | 15.2% | ||
| Q1 24 | 28.9% | 12.3% |
每股收益（稀释后）AXONLNN
| Q4 25 | $0.02 | $1.54 | ||
| Q3 25 | $-0.03 | $0.99 | ||
| Q2 25 | $0.44 | $1.78 | ||
| Q1 25 | $1.08 | $2.44 | ||
| Q4 24 | $1.68 | $1.57 | ||
| Q3 24 | $0.86 | $1.16 | ||
| Q2 24 | $0.53 | $1.85 | ||
| Q1 24 | $1.73 | $1.64 |
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 | $1.7B | $199.6M |
| 总债务越低越好 | $1.8B | $115.2M |
| 股东权益账面价值 | $3.2B | $518.2M |
| 总资产 | $7.0B | $828.4M |
| 负债/权益比越低杠杆越低 | 0.56× | 0.22× |
8季度趋势，按日历期对齐
现金及短期投资AXONLNN
| Q4 25 | $1.7B | $199.6M | ||
| Q3 25 | $2.4B | $250.6M | ||
| Q2 25 | $2.1B | $210.8M | ||
| Q1 25 | $2.2B | $186.7M | ||
| Q4 24 | $788.1M | $194.1M | ||
| Q3 24 | $1.0B | $190.9M | ||
| Q2 24 | $968.9M | $152.7M | ||
| Q1 24 | $964.1M | $150.6M |
总债务AXONLNN
| Q4 25 | $1.8B | $115.2M | ||
| Q3 25 | $2.0B | $115.3M | ||
| Q2 25 | $2.0B | $115.3M | ||
| Q1 25 | $2.0B | $115.4M | ||
| Q4 24 | $680.3M | $115.4M | ||
| Q3 24 | — | $115.5M | ||
| Q2 24 | — | $115.5M | ||
| Q1 24 | — | $115.6M |
股东权益AXONLNN
| Q4 25 | $3.2B | $518.2M | ||
| Q3 25 | $3.0B | $532.9M | ||
| Q2 25 | $2.7B | $528.8M | ||
| Q1 25 | $2.6B | $516.4M | ||
| Q4 24 | $2.3B | $488.5M | ||
| Q3 24 | $2.1B | $480.9M | ||
| Q2 24 | $1.9B | $480.0M | ||
| Q1 24 | $1.8B | $483.0M |
总资产AXONLNN
| Q4 25 | $7.0B | $828.4M | ||
| Q3 25 | $6.7B | $840.8M | ||
| Q2 25 | $6.2B | $840.9M | ||
| Q1 25 | $6.1B | $814.2M | ||
| Q4 24 | $4.5B | $771.0M | ||
| Q3 24 | $4.0B | $760.2M | ||
| Q2 24 | $3.7B | $758.1M | ||
| Q1 24 | $3.6B | $765.3M |
负债/权益比AXONLNN
| Q4 25 | 0.56× | 0.22× | ||
| Q3 25 | 0.66× | 0.22× | ||
| Q2 25 | 0.73× | 0.22× | ||
| Q1 25 | 0.79× | 0.22× | ||
| Q4 24 | 0.29× | 0.24× | ||
| Q3 24 | — | 0.24× | ||
| Q2 24 | — | 0.24× | ||
| Q1 24 | — | 0.24× |
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 | $217.2M | $-597.0K |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $-15.1M |
| 自由现金流率自由现金流/营收 | 19.5% | -10.0% |
| 资本支出强度资本支出/营收 | 7.8% | 9.6% |
| 现金转化率经营现金流/净利润 | 79.14× | -0.04× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $62.9M |
8季度趋势，按日历期对齐
经营现金流AXONLNN
| Q4 25 | $217.2M | $-597.0K | ||
| Q3 25 | $60.0M | $64.0M | ||
| Q2 25 | $-91.7M | $35.0M | ||
| Q1 25 | $25.8M | $12.3M | ||
| Q4 24 | $250.2M | $21.6M | ||
| Q3 24 | $91.3M | $53.1M | ||
| Q2 24 | $82.8M | $30.5M | ||
| Q1 24 | $-15.9M | $-9.7M |
自由现金流AXONLNN
| Q4 25 | $155.4M | $-15.1M | ||
| Q3 25 | $33.4M | $49.8M | ||
| Q2 25 | $-114.7M | $25.7M | ||
| Q1 25 | $932.0K | $2.5M | ||
| Q4 24 | $225.4M | $12.5M | ||
| Q3 24 | $64.8M | $47.7M | ||
| Q2 24 | $71.4M | $25.8M | ||
| Q1 24 | $-32.1M | $-21.6M |
自由现金流率AXONLNN
| Q4 25 | 19.5% | -10.0% | ||
| Q3 25 | 4.7% | 33.4% | ||
| Q2 25 | -17.2% | 15.5% | ||
| Q1 25 | 0.2% | 1.4% | ||
| Q4 24 | 39.3% | 7.8% | ||
| Q3 24 | 11.9% | 31.9% | ||
| Q2 24 | 14.2% | 19.3% | ||
| Q1 24 | -7.0% | -14.7% |
资本支出强度AXONLNN
| Q4 25 | 7.8% | 9.6% | ||
| Q3 25 | 3.7% | 9.6% | ||
| Q2 25 | 3.4% | 5.6% | ||
| Q1 25 | 4.1% | 5.3% | ||
| Q4 24 | 4.3% | 5.7% | ||
| Q3 24 | 4.9% | 3.6% | ||
| Q2 24 | 2.2% | 3.6% | ||
| Q1 24 | 3.5% | 8.1% |
现金转化率AXONLNN
| Q4 25 | 79.14× | -0.04× | ||
| Q3 25 | — | 5.92× | ||
| Q2 25 | -2.54× | 1.79× | ||
| Q1 25 | 0.29× | 0.46× | ||
| Q4 24 | 1.84× | 1.26× | ||
| Q3 24 | 1.36× | 4.17× | ||
| Q2 24 | 2.03× | 1.50× | ||
| Q1 24 | -0.12× | -0.54× |
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% |
LNN
| Transferred At Point In Time | $133.2M | 88% |
| Infrastructure | $13.4M | 9% |
| Transferred Over Time | $8.0M | 5% |
