vs
Axon Enterprise（AXON）与NEOGENOMICS INC（NEO）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NEOGENOMICS INC的4.2倍（$796.7M vs $190.2M）。Axon Enterprise同比增速更快（38.9% vs 10.6%）。Axon Enterprise自由现金流更多（$155.4M vs $-6.5M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs 10.3%）
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。
新基因组公司（NeoGenomics）是美国一家经CLIA认证的临床实验室企业，提供药企服务与信息服务，专注于癌症基因诊断检测，旗下检测服务涵盖细胞遗传学、荧光原位杂交（FISH）、流式细胞术、免疫组化、解剖病理学及分子遗传学等多个领域，为肿瘤相关诊断提供专业支持。
AXON vs NEO — 直观对比
营收规模更大
AXON
是对方的4.2倍
$190.2M
营收增速更快
AXON
高出28.4%
10.6%
自由现金流更多
AXON
多$162.0M
$-6.5M
两年增速更快
AXON
近两年复合增速
10.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $190.2M |
| 净利润 | $2.7M | — |
| 毛利率 | 57.9% | 43.8% |
| 营业利润率 | -6.3% | -7.1% |
| 净利率 | 0.3% | — |
| 营收同比 | 38.9% | 10.6% |
| 净利润同比 | -98.0% | — |
| 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AXONNEO
| Q4 25 | $796.7M | $190.2M | ||
| Q3 25 | $710.6M | $187.8M | ||
| Q2 25 | $668.5M | $181.3M | ||
| Q1 25 | $603.6M | $168.0M | ||
| Q4 24 | $573.4M | $172.0M | ||
| Q3 24 | $544.3M | $167.8M | ||
| Q2 24 | $504.1M | $164.5M | ||
| Q1 24 | $460.7M | $156.2M |
净利润AXONNEO
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $-27.1M | ||
| Q2 25 | $36.1M | $-45.1M | ||
| Q1 25 | $88.0M | $-25.9M | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | $-17.7M | ||
| Q2 24 | $40.8M | $-18.6M | ||
| Q1 24 | $133.2M | $-27.1M |
毛利率AXONNEO
| Q4 25 | 57.9% | 43.8% | ||
| Q3 25 | 60.1% | 42.8% | ||
| Q2 25 | 60.4% | 42.6% | ||
| Q1 25 | 60.6% | 43.6% | ||
| Q4 24 | 60.5% | 44.9% | ||
| Q3 24 | 60.8% | 44.6% | ||
| Q2 24 | 60.3% | 44.1% | ||
| Q1 24 | 56.4% | 41.9% |
营业利润率AXONNEO
| Q4 25 | -6.3% | -7.1% | ||
| Q3 25 | -0.3% | -14.4% | ||
| Q2 25 | -0.2% | -26.3% | ||
| Q1 25 | -1.5% | -16.6% | ||
| Q4 24 | -2.6% | -10.7% | ||
| Q3 24 | 4.4% | -12.6% | ||
| Q2 24 | 6.5% | -13.3% | ||
| Q1 24 | 3.5% | -19.6% |
净利率AXONNEO
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | -14.4% | ||
| Q2 25 | 5.4% | -24.9% | ||
| Q1 25 | 14.6% | -15.4% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | -10.5% | ||
| Q2 24 | 8.1% | -11.3% | ||
| Q1 24 | 28.9% | -17.3% |
每股收益（稀释后）AXONNEO
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.68 | — | ||
| Q3 24 | $0.86 | — | ||
| Q2 24 | $0.53 | — | ||
| Q1 24 | $1.73 | — |
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 | $159.6M |
| 总债务越低越好 | $1.8B | $341.9M |
| 股东权益账面价值 | $3.2B | $836.6M |
| 总资产 | $7.0B | $1.4B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.41× |
8季度趋势，按日历期对齐
现金及短期投资AXONNEO
| Q4 25 | $1.7B | $159.6M | ||
| Q3 25 | $2.4B | $164.1M | ||
| Q2 25 | $2.1B | $154.7M | ||
| Q1 25 | $2.2B | $346.2M | ||
| Q4 24 | $788.1M | $367.0M | ||
| Q3 24 | $1.0B | $362.0M | ||
| Q2 24 | $968.9M | $355.1M | ||
| Q1 24 | $964.1M | $331.9M |
总债务AXONNEO
| Q4 25 | $1.8B | $341.9M | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | $541.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AXONNEO
| Q4 25 | $3.2B | $836.6M | ||
| Q3 25 | $3.0B | $838.3M | ||
| Q2 25 | $2.7B | $854.0M | ||
| Q1 25 | $2.6B | $888.3M | ||
| Q4 24 | $2.3B | $902.3M | ||
| Q3 24 | $2.1B | $908.2M | ||
| Q2 24 | $1.9B | $915.9M | ||
| Q1 24 | $1.8B | $923.4M |
总资产AXONNEO
| Q4 25 | $7.0B | $1.4B | ||
| Q3 25 | $6.7B | $1.4B | ||
| Q2 25 | $6.2B | $1.4B | ||
| Q1 25 | $6.1B | $1.6B | ||
| Q4 24 | $4.5B | $1.6B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.7B | $1.6B | ||
| Q1 24 | $3.6B | $1.6B |
负债/权益比AXONNEO
| Q4 25 | 0.56× | 0.41× | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | 0.60× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $1.3M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $-6.5M |
| 自由现金流率自由现金流/营收 | 19.5% | -3.4% |
| 资本支出强度资本支出/营收 | 7.8% | 4.1% |
| 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 | $-21.8M |
8季度趋势，按日历期对齐
经营现金流AXONNEO
| Q4 25 | $217.2M | $1.3M | ||
| Q3 25 | $60.0M | $8.9M | ||
| Q2 25 | $-91.7M | $20.3M | ||
| Q1 25 | $25.8M | $-25.3M | ||
| Q4 24 | $250.2M | $9.8M | ||
| Q3 24 | $91.3M | $9.2M | ||
| Q2 24 | $82.8M | $13.9M | ||
| Q1 24 | $-15.9M | $-25.9M |
自由现金流AXONNEO
| Q4 25 | $155.4M | $-6.5M | ||
| Q3 25 | $33.4M | $570.0K | ||
| Q2 25 | $-114.7M | $14.0M | ||
| Q1 25 | $932.0K | $-29.8M | ||
| Q4 24 | $225.4M | $-1.8M | ||
| Q3 24 | $64.8M | $-1.6M | ||
| Q2 24 | $71.4M | $814.0K | ||
| Q1 24 | $-32.1M | $-31.5M |
自由现金流率AXONNEO
| Q4 25 | 19.5% | -3.4% | ||
| Q3 25 | 4.7% | 0.3% | ||
| Q2 25 | -17.2% | 7.7% | ||
| Q1 25 | 0.2% | -17.8% | ||
| Q4 24 | 39.3% | -1.0% | ||
| Q3 24 | 11.9% | -0.9% | ||
| Q2 24 | 14.2% | 0.5% | ||
| Q1 24 | -7.0% | -20.2% |
资本支出强度AXONNEO
| Q4 25 | 7.8% | 4.1% | ||
| Q3 25 | 3.7% | 4.4% | ||
| Q2 25 | 3.4% | 3.5% | ||
| Q1 25 | 4.1% | 2.7% | ||
| Q4 24 | 4.3% | 6.7% | ||
| Q3 24 | 4.9% | 6.4% | ||
| Q2 24 | 2.2% | 8.0% | ||
| Q1 24 | 3.5% | 3.6% |
现金转化率AXONNEO
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | — | ||
| Q1 24 | -0.12× | — |
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% |
NEO
| Client Direct Billing | $133.4M | 70% |
| Commercial Insurance | $31.4M | 17% |
| Medicare And Other Governmental | $25.4M | 13% |
