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Axon Enterprise（AXON）与OSI SYSTEMS INC（OSIS）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OSI SYSTEMS INC的1.7倍（$807.3M vs $464.1M），Axon Enterprise净利率更高（21.0% vs 8.3%，领先12.6%），Axon Enterprise同比增速更快（33.7% vs 10.5%），过去两年Axon Enterprise的营收复合增速更高（26.6% vs 7.0%）
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。
OSI系统公司是总部位于美国加利福尼亚州的企业，主营安全检测系统、医疗设备及光电器件三大业务板块，产品涵盖机场安检X光机、金属探测器、医疗监护与麻醉系统等，旗下拥有Spacelabs Healthcare、Rapiscan Systems、OSI Optoelectronics等子公司，全球员工规模约3180人。
AXON vs OSIS — 直观对比
营收规模更大
AXON
是对方的1.7倍
$464.1M
营收增速更快
AXON
高出23.2%
10.5%
净利率更高
AXON
高出12.6%
8.3%
两年增速更快
AXON
近两年复合增速
7.0%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $807.3M | $464.1M |
| 净利润 | $169.3M | $38.7M |
| 毛利率 | 59.1% | 32.7% |
| 营业利润率 | 44.5% | 12.7% |
| 净利率 | 21.0% | 8.3% |
| 营收同比 | 33.7% | 10.5% |
| 净利润同比 | — | 2.3% |
| 每股收益（稀释后） | $2.05 | $2.22 |
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AXONOSIS
| Q1 26 | $807.3M | — | ||
| Q4 25 | $796.7M | $464.1M | ||
| Q3 25 | $710.6M | $384.6M | ||
| Q2 25 | $668.5M | $505.0M | ||
| Q1 25 | $603.6M | $444.4M | ||
| Q4 24 | $573.4M | $419.8M | ||
| Q3 24 | $544.3M | $344.0M | ||
| Q2 24 | $504.1M | $480.9M |
净利润AXONOSIS
| Q1 26 | $169.3M | — | ||
| Q4 25 | $2.7M | $38.7M | ||
| Q3 25 | $-2.2M | $20.6M | ||
| Q2 25 | $36.1M | $52.7M | ||
| Q1 25 | $88.0M | $41.1M | ||
| Q4 24 | $136.0M | $37.8M | ||
| Q3 24 | $67.0M | $17.9M | ||
| Q2 24 | $40.8M | $44.7M |
毛利率AXONOSIS
| Q1 26 | 59.1% | — | ||
| Q4 25 | 57.9% | 32.7% | ||
| Q3 25 | 60.1% | 32.0% | ||
| Q2 25 | 60.4% | 33.3% | ||
| Q1 25 | 60.6% | 33.8% | ||
| Q4 24 | 60.5% | 35.1% | ||
| Q3 24 | 60.8% | 35.3% | ||
| Q2 24 | 60.3% | 32.1% |
营业利润率AXONOSIS
| Q1 26 | 44.5% | — | ||
| Q4 25 | -6.3% | 12.7% | ||
| Q3 25 | -0.3% | 8.6% | ||
| Q2 25 | -0.2% | 14.5% | ||
| Q1 25 | -1.5% | 12.7% | ||
| Q4 24 | -2.6% | 13.8% | ||
| Q3 24 | 4.4% | 8.8% | ||
| Q2 24 | 6.5% | 13.1% |
净利率AXONOSIS
| Q1 26 | 21.0% | — | ||
| Q4 25 | 0.3% | 8.3% | ||
| Q3 25 | -0.3% | 5.3% | ||
| Q2 25 | 5.4% | 10.4% | ||
| Q1 25 | 14.6% | 9.3% | ||
| Q4 24 | 23.7% | 9.0% | ||
| Q3 24 | 12.3% | 5.2% | ||
| Q2 24 | 8.1% | 9.3% |
每股收益（稀释后）AXONOSIS
| Q1 26 | $2.05 | — | ||
| Q4 25 | $0.02 | $2.22 | ||
| Q3 25 | $-0.03 | $1.18 | ||
| Q2 25 | $0.44 | $3.04 | ||
| Q1 25 | $1.08 | $2.40 | ||
| Q4 24 | $1.68 | $2.22 | ||
| Q3 24 | $0.86 | $1.05 | ||
| Q2 24 | $0.53 | $2.57 |
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 | $336.7M |
| 总债务越低越好 | — | $1.0B |
| 股东权益账面价值 | $3.5B | $845.5M |
| 总资产 | $7.1B | $2.5B |
| 负债/权益比越低杠杆越低 | — | 1.19× |
8季度趋势，按日历期对齐
现金及短期投资AXONOSIS
| Q1 26 | $718.9M | — | ||
| Q4 25 | $1.7B | $336.7M | ||
| Q3 25 | $2.4B | $124.4M | ||
| Q2 25 | $2.1B | $106.4M | ||
| Q1 25 | $2.2B | $95.8M | ||
| Q4 24 | $788.1M | $101.6M | ||
| Q3 24 | $1.0B | $85.1M | ||
| Q2 24 | $968.9M | $95.4M |
总债务AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $1.0B | ||
| Q3 25 | $2.0B | $442.2M | ||
| Q2 25 | $2.0B | $471.6M | ||
| Q1 25 | $2.0B | $473.2M | ||
| Q4 24 | $680.3M | $474.8M | ||
| Q3 24 | — | $476.3M | ||
| Q2 24 | — | $137.6M |
股东权益AXONOSIS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | $845.5M | ||
| Q3 25 | $3.0B | $946.0M | ||
| Q2 25 | $2.7B | $951.1M | ||
| Q1 25 | $2.6B | $879.3M | ||
| Q4 24 | $2.3B | $825.8M | ||
| Q3 24 | $2.1B | $786.5M | ||
| Q2 24 | $1.9B | $863.5M |
总资产AXONOSIS
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.0B | $2.5B | ||
| Q3 25 | $6.7B | $2.3B | ||
| Q2 25 | $6.2B | $2.2B | ||
| Q1 25 | $6.1B | $2.1B | ||
| Q4 24 | $4.5B | $2.1B | ||
| Q3 24 | $4.0B | $2.1B | ||
| Q2 24 | $3.7B | $1.9B |
负债/权益比AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 1.19× | ||
| Q3 25 | 0.66× | 0.47× | ||
| Q2 25 | 0.73× | 0.50× | ||
| Q1 25 | 0.79× | 0.54× | ||
| Q4 24 | 0.29× | 0.57× | ||
| Q3 24 | — | 0.61× | ||
| Q2 24 | — | 0.16× |
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 | — | $62.2M |
| 自由现金流经营现金流 - 资本支出 | — | $55.5M |
| 自由现金流率自由现金流/营收 | — | 12.0% |
| 资本支出强度资本支出/营收 | — | 1.4% |
| 现金转化率经营现金流/净利润 | — | 1.61× |
| 过去12个月自由现金流最近4个季度 | — | $137.2M |
8季度趋势，按日历期对齐
经营现金流AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $62.2M | ||
| Q3 25 | $60.0M | $17.1M | ||
| Q2 25 | $-91.7M | $562.0K | ||
| Q1 25 | $25.8M | $81.6M | ||
| Q4 24 | $250.2M | $52.5M | ||
| Q3 24 | $91.3M | $-37.2M | ||
| Q2 24 | $82.8M | $-29.0M |
自由现金流AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $55.5M | ||
| Q3 25 | $33.4M | $10.1M | ||
| Q2 25 | $-114.7M | $-5.6M | ||
| Q1 25 | $932.0K | $77.1M | ||
| Q4 24 | $225.4M | $47.1M | ||
| Q3 24 | $64.8M | $-44.9M | ||
| Q2 24 | $71.4M | $-37.5M |
自由现金流率AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 12.0% | ||
| Q3 25 | 4.7% | 2.6% | ||
| Q2 25 | -17.2% | -1.1% | ||
| Q1 25 | 0.2% | 17.4% | ||
| Q4 24 | 39.3% | 11.2% | ||
| Q3 24 | 11.9% | -13.0% | ||
| Q2 24 | 14.2% | -7.8% |
资本支出强度AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 1.4% | ||
| Q3 25 | 3.7% | 1.8% | ||
| Q2 25 | 3.4% | 1.2% | ||
| Q1 25 | 4.1% | 1.0% | ||
| Q4 24 | 4.3% | 1.3% | ||
| Q3 24 | 4.9% | 2.2% | ||
| Q2 24 | 2.2% | 1.8% |
现金转化率AXONOSIS
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 1.61× | ||
| Q3 25 | — | 0.83× | ||
| Q2 25 | -2.54× | 0.01× | ||
| Q1 25 | 0.29× | 1.98× | ||
| Q4 24 | 1.84× | 1.39× | ||
| Q3 24 | 1.36× | -2.07× | ||
| Q2 24 | 2.03× | -0.65× |
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
暂无分部数据
OSIS
| Security Division | $334.7M | 72% |
| Optoelectronics And Manufacturing Division | $92.8M | 20% |
| Healthcare Division | $36.5M | 8% |
