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Axon Enterprise（AXON）与LOUISIANA-PACIFIC CORP（LPX）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LOUISIANA-PACIFIC CORP的1.4倍（$796.7M vs $566.0M），Axon Enterprise净利率更高（0.3% vs -1.4%，领先1.8%），Axon Enterprise同比增速更快（38.9% vs -16.9%），Axon Enterprise自由现金流更多（$155.4M vs $-8.0M），过去两年Axon Enterprise的营收复合增速更高（31.5% vs -11.6%）
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。
路易斯安那-太平洋公司（简称LP）是美国知名建材制造商，成立于1973年，是美国定向结构刨花板（OSB）生产的开创者，总部现位于田纳西州纳什维尔。作为全球最大的OSB生产商，公司还生产工程木建材产品，通过建材分销商、经销商及家居零售中心向建筑商和业主供货。
AXON vs LPX — 直观对比
营收规模更大
AXON
是对方的1.4倍
$566.0M
营收增速更快
AXON
高出55.8%
-16.9%
净利率更高
AXON
高出1.8%
-1.4%
自由现金流更多
AXON
多$163.4M
$-8.0M
两年增速更快
AXON
近两年复合增速
-11.6%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $566.0M |
| 净利润 | $2.7M | $-8.0M |
| 毛利率 | 57.9% | 15.0% |
| 营业利润率 | -6.3% | -1.6% |
| 净利率 | 0.3% | -1.4% |
| 营收同比 | 38.9% | -16.9% |
| 净利润同比 | -98.0% | -112.9% |
| 每股收益（稀释后） | $0.02 | $-0.12 |
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AXONLPX
| Q4 25 | $796.7M | $566.0M | ||
| Q3 25 | $710.6M | $663.0M | ||
| Q2 25 | $668.5M | $755.0M | ||
| Q1 25 | $603.6M | $724.0M | ||
| Q4 24 | $573.4M | $681.0M | ||
| Q3 24 | $544.3M | $722.0M | ||
| Q2 24 | $504.1M | $814.0M | ||
| Q1 24 | $460.7M | $724.0M |
净利润AXONLPX
| Q4 25 | $2.7M | $-8.0M | ||
| Q3 25 | $-2.2M | $9.0M | ||
| Q2 25 | $36.1M | $54.0M | ||
| Q1 25 | $88.0M | $91.0M | ||
| Q4 24 | $136.0M | $62.0M | ||
| Q3 24 | $67.0M | $90.0M | ||
| Q2 24 | $40.8M | $160.0M | ||
| Q1 24 | $133.2M | $108.0M |
毛利率AXONLPX
| Q4 25 | 57.9% | 15.0% | ||
| Q3 25 | 60.1% | 19.5% | ||
| Q2 25 | 60.4% | 23.6% | ||
| Q1 25 | 60.6% | 27.2% | ||
| Q4 24 | 60.5% | 23.8% | ||
| Q3 24 | 60.8% | 26.7% | ||
| Q2 24 | 60.3% | 32.3% | ||
| Q1 24 | 56.4% | 29.6% |
营业利润率AXONLPX
| Q4 25 | -6.3% | -1.6% | ||
| Q3 25 | -0.3% | 2.7% | ||
| Q2 25 | -0.2% | 10.6% | ||
| Q1 25 | -1.5% | 16.6% | ||
| Q4 24 | -2.6% | 11.0% | ||
| Q3 24 | 4.4% | 16.1% | ||
| Q2 24 | 6.5% | 23.8% | ||
| Q1 24 | 3.5% | 20.0% |
净利率AXONLPX
| Q4 25 | 0.3% | -1.4% | ||
| Q3 25 | -0.3% | 1.4% | ||
| Q2 25 | 5.4% | 7.2% | ||
| Q1 25 | 14.6% | 12.6% | ||
| Q4 24 | 23.7% | 9.1% | ||
| Q3 24 | 12.3% | 12.5% | ||
| Q2 24 | 8.1% | 19.7% | ||
| Q1 24 | 28.9% | 14.9% |
每股收益（稀释后）AXONLPX
| Q4 25 | $0.02 | $-0.12 | ||
| Q3 25 | $-0.03 | $0.13 | ||
| Q2 25 | $0.44 | $0.77 | ||
| Q1 25 | $1.08 | $1.30 | ||
| Q4 24 | $1.68 | $0.90 | ||
| Q3 24 | $0.86 | $1.28 | ||
| Q2 24 | $0.53 | $2.23 | ||
| Q1 24 | $1.73 | $1.48 |
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 | $292.0M |
| 总债务越低越好 | $1.8B | $348.0M |
| 股东权益账面价值 | $3.2B | $1.7B |
| 总资产 | $7.0B | $2.6B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.20× |
8季度趋势，按日历期对齐
现金及短期投资AXONLPX
| Q4 25 | $1.7B | $292.0M | ||
| Q3 25 | $2.4B | $316.0M | ||
| Q2 25 | $2.1B | $333.0M | ||
| Q1 25 | $2.2B | $256.0M | ||
| Q4 24 | $788.1M | $340.0M | ||
| Q3 24 | $1.0B | $346.0M | ||
| Q2 24 | $968.9M | $317.0M | ||
| Q1 24 | $964.1M | $244.0M |
总债务AXONLPX
| Q4 25 | $1.8B | $348.0M | ||
| Q3 25 | $2.0B | $348.0M | ||
| Q2 25 | $2.0B | $348.0M | ||
| Q1 25 | $2.0B | $348.0M | ||
| Q4 24 | $680.3M | $348.0M | ||
| Q3 24 | — | $347.0M | ||
| Q2 24 | — | $347.0M | ||
| Q1 24 | — | $347.0M |
股东权益AXONLPX
| Q4 25 | $3.2B | $1.7B | ||
| Q3 25 | $3.0B | $1.7B | ||
| Q2 25 | $2.7B | $1.7B | ||
| Q1 25 | $2.6B | $1.7B | ||
| Q4 24 | $2.3B | $1.7B | ||
| Q3 24 | $2.1B | $1.7B | ||
| Q2 24 | $1.9B | $1.7B | ||
| Q1 24 | $1.8B | $1.6B |
总资产AXONLPX
| Q4 25 | $7.0B | $2.6B | ||
| Q3 25 | $6.7B | $2.6B | ||
| Q2 25 | $6.2B | $2.7B | ||
| Q1 25 | $6.1B | $2.6B | ||
| Q4 24 | $4.5B | $2.6B | ||
| Q3 24 | $4.0B | $2.6B | ||
| Q2 24 | $3.7B | $2.5B | ||
| Q1 24 | $3.6B | $2.5B |
负债/权益比AXONLPX
| Q4 25 | 0.56× | 0.20× | ||
| Q3 25 | 0.66× | 0.20× | ||
| Q2 25 | 0.73× | 0.20× | ||
| Q1 25 | 0.79× | 0.21× | ||
| Q4 24 | 0.29× | 0.21× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.21× | ||
| Q1 24 | — | 0.21× |
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 | $67.0M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $-8.0M |
| 自由现金流率自由现金流/营收 | 19.5% | -1.4% |
| 资本支出强度资本支出/营收 | 7.8% | 13.3% |
| 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 | $91.0M |
8季度趋势，按日历期对齐
经营现金流AXONLPX
| Q4 25 | $217.2M | $67.0M | ||
| Q3 25 | $60.0M | $89.0M | ||
| Q2 25 | $-91.7M | $162.0M | ||
| Q1 25 | $25.8M | $64.0M | ||
| Q4 24 | $250.2M | $105.0M | ||
| Q3 24 | $91.3M | $183.0M | ||
| Q2 24 | $82.8M | $212.0M | ||
| Q1 24 | $-15.9M | $105.0M |
自由现金流AXONLPX
| Q4 25 | $155.4M | $-8.0M | ||
| Q3 25 | $33.4M | $5.0M | ||
| Q2 25 | $-114.7M | $94.0M | ||
| Q1 25 | $932.0K | $0 | ||
| Q4 24 | $225.4M | $43.0M | ||
| Q3 24 | $64.8M | $139.0M | ||
| Q2 24 | $71.4M | $176.0M | ||
| Q1 24 | $-32.1M | $64.0M |
自由现金流率AXONLPX
| Q4 25 | 19.5% | -1.4% | ||
| Q3 25 | 4.7% | 0.8% | ||
| Q2 25 | -17.2% | 12.5% | ||
| Q1 25 | 0.2% | 0.0% | ||
| Q4 24 | 39.3% | 6.3% | ||
| Q3 24 | 11.9% | 19.3% | ||
| Q2 24 | 14.2% | 21.6% | ||
| Q1 24 | -7.0% | 8.8% |
资本支出强度AXONLPX
| Q4 25 | 7.8% | 13.3% | ||
| Q3 25 | 3.7% | 12.7% | ||
| Q2 25 | 3.4% | 9.0% | ||
| Q1 25 | 4.1% | 8.8% | ||
| Q4 24 | 4.3% | 9.1% | ||
| Q3 24 | 4.9% | 6.1% | ||
| Q2 24 | 2.2% | 4.4% | ||
| Q1 24 | 3.5% | 5.7% |
现金转化率AXONLPX
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | 9.89× | ||
| Q2 25 | -2.54× | 3.00× | ||
| Q1 25 | 0.29× | 0.70× | ||
| Q4 24 | 1.84× | 1.69× | ||
| Q3 24 | 1.36× | 2.03× | ||
| Q2 24 | 2.03× | 1.32× | ||
| Q1 24 | -0.12× | 0.97× |
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% |
LPX
| OS Bvalueadd | $472.0M | 83% |
| Other | $84.0M | 15% |
| Otherproducts | $10.0M | 2% |
