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Axon Enterprise（AXON）与OUTFRONT Media Inc.（OUT）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OUTFRONT Media Inc.的1.6倍（$796.7M vs $513.3M），OUTFRONT Media Inc.净利率更高（18.9% vs 0.3%，领先18.5%），Axon Enterprise同比增速更快（38.9% vs 4.1%），Axon Enterprise自由现金流更多（$155.4M vs $93.3M），过去两年Axon Enterprise的营收复合增速更高（31.5% vs 12.1%）
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。
OUTFRONT Media Inc.是一家美国广告企业，业务覆盖美国本土，由首席执行官Nick Brien领导美洲区业务，核心经营广告牌及公共交通展示广告两大业务板块，是户外广告领域的重要参与者。
AXON vs OUT — 直观对比
营收规模更大
AXON
是对方的1.6倍
$513.3M
营收增速更快
AXON
高出34.9%
4.1%
净利率更高
OUT
高出18.5%
0.3%
自由现金流更多
AXON
多$62.1M
$93.3M
两年增速更快
AXON
近两年复合增速
12.1%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $513.3M |
| 净利润 | $2.7M | $96.8M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 26.0% |
| 净利率 | 0.3% | 18.9% |
| 营收同比 | 38.9% | 4.1% |
| 净利润同比 | -98.0% | 30.8% |
| 每股收益（稀释后） | $0.02 | $0.57 |
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AXONOUT
| Q4 25 | $796.7M | $513.3M | ||
| Q3 25 | $710.6M | $467.5M | ||
| Q2 25 | $668.5M | $460.2M | ||
| Q1 25 | $603.6M | $390.7M | ||
| Q4 24 | $573.4M | $493.2M | ||
| Q3 24 | $544.3M | $451.9M | ||
| Q2 24 | $504.1M | $477.3M | ||
| Q1 24 | $460.7M | $408.5M |
净利润AXONOUT
| Q4 25 | $2.7M | $96.8M | ||
| Q3 25 | $-2.2M | $51.3M | ||
| Q2 25 | $36.1M | $19.5M | ||
| Q1 25 | $88.0M | $-20.6M | ||
| Q4 24 | $136.0M | $74.0M | ||
| Q3 24 | $67.0M | $34.6M | ||
| Q2 24 | $40.8M | $176.8M | ||
| Q1 24 | $133.2M | $-27.2M |
毛利率AXONOUT
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | — | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.3% | — | ||
| Q1 24 | 56.4% | — |
营业利润率AXONOUT
| Q4 25 | -6.3% | 26.0% | ||
| Q3 25 | -0.3% | 19.2% | ||
| Q2 25 | -0.2% | 12.2% | ||
| Q1 25 | -1.5% | 3.6% | ||
| Q4 24 | -2.6% | 22.5% | ||
| Q3 24 | 4.4% | 15.8% | ||
| Q2 24 | 6.5% | 48.0% | ||
| Q1 24 | 3.5% | 3.4% |
净利率AXONOUT
| Q4 25 | 0.3% | 18.9% | ||
| Q3 25 | -0.3% | 11.0% | ||
| Q2 25 | 5.4% | 4.2% | ||
| Q1 25 | 14.6% | -5.3% | ||
| Q4 24 | 23.7% | 15.0% | ||
| Q3 24 | 12.3% | 7.7% | ||
| Q2 24 | 8.1% | 37.0% | ||
| Q1 24 | 28.9% | -6.7% |
每股收益（稀释后）AXONOUT
| Q4 25 | $0.02 | $0.57 | ||
| Q3 25 | $-0.03 | $0.29 | ||
| Q2 25 | $0.44 | $0.10 | ||
| Q1 25 | $1.08 | $-0.14 | ||
| Q4 24 | $1.68 | $0.49 | ||
| Q3 24 | $0.86 | $0.19 | ||
| Q2 24 | $0.53 | $1.01 | ||
| Q1 24 | $1.73 | $-0.18 |
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 | $99.9M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $710.4M |
| 总资产 | $7.0B | $5.3B |
| 负债/权益比越低杠杆越低 | 0.56× | — |
8季度趋势，按日历期对齐
现金及短期投资AXONOUT
| Q4 25 | $1.7B | $99.9M | ||
| Q3 25 | $2.4B | $63.0M | ||
| Q2 25 | $2.1B | $28.5M | ||
| Q1 25 | $2.2B | $30.5M | ||
| Q4 24 | $788.1M | $46.9M | ||
| Q3 24 | $1.0B | $28.0M | ||
| Q2 24 | $968.9M | $49.6M | ||
| Q1 24 | $964.1M | $42.4M |
总债务AXONOUT
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
股东权益AXONOUT
| Q4 25 | $3.2B | $710.4M | ||
| Q3 25 | $3.0B | $542.6M | ||
| Q2 25 | $2.7B | $539.1M | ||
| Q1 25 | $2.6B | $566.9M | ||
| Q4 24 | $2.3B | $649.0M | ||
| Q3 24 | $2.1B | $618.2M | ||
| Q2 24 | $1.9B | $664.9M | ||
| Q1 24 | $1.8B | $524.2M |
总资产AXONOUT
| Q4 25 | $7.0B | $5.3B | ||
| Q3 25 | $6.7B | $5.2B | ||
| Q2 25 | $6.2B | $5.1B | ||
| Q1 25 | $6.1B | $5.1B | ||
| Q4 24 | $4.5B | $5.2B | ||
| Q3 24 | $4.0B | $5.2B | ||
| Q2 24 | $3.7B | $5.3B | ||
| Q1 24 | $3.6B | $5.5B |
负债/权益比AXONOUT
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| 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 | $118.1M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $93.3M |
| 自由现金流率自由现金流/营收 | 19.5% | 18.2% |
| 资本支出强度资本支出/营收 | 7.8% | 4.8% |
| 现金转化率经营现金流/净利润 | 79.14× | 1.22× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $218.8M |
8季度趋势，按日历期对齐
经营现金流AXONOUT
| Q4 25 | $217.2M | $118.1M | ||
| Q3 25 | $60.0M | $88.8M | ||
| Q2 25 | $-91.7M | $67.1M | ||
| Q1 25 | $25.8M | $33.6M | ||
| Q4 24 | $250.2M | $124.5M | ||
| Q3 24 | $91.3M | $73.1M | ||
| Q2 24 | $82.8M | $71.0M | ||
| Q1 24 | $-15.9M | $30.6M |
自由现金流AXONOUT
| Q4 25 | $155.4M | $93.3M | ||
| Q3 25 | $33.4M | $67.7M | ||
| Q2 25 | $-114.7M | $41.4M | ||
| Q1 25 | $932.0K | $16.4M | ||
| Q4 24 | $225.4M | $106.3M | ||
| Q3 24 | $64.8M | $55.5M | ||
| Q2 24 | $71.4M | $47.1M | ||
| Q1 24 | $-32.1M | $12.2M |
自由现金流率AXONOUT
| Q4 25 | 19.5% | 18.2% | ||
| Q3 25 | 4.7% | 14.5% | ||
| Q2 25 | -17.2% | 9.0% | ||
| Q1 25 | 0.2% | 4.2% | ||
| Q4 24 | 39.3% | 21.6% | ||
| Q3 24 | 11.9% | 12.3% | ||
| Q2 24 | 14.2% | 9.9% | ||
| Q1 24 | -7.0% | 3.0% |
资本支出强度AXONOUT
| Q4 25 | 7.8% | 4.8% | ||
| Q3 25 | 3.7% | 4.5% | ||
| Q2 25 | 3.4% | 5.6% | ||
| Q1 25 | 4.1% | 4.4% | ||
| Q4 24 | 4.3% | 3.7% | ||
| Q3 24 | 4.9% | 3.9% | ||
| Q2 24 | 2.2% | 5.0% | ||
| Q1 24 | 3.5% | 4.5% |
现金转化率AXONOUT
| Q4 25 | 79.14× | 1.22× | ||
| Q3 25 | — | 1.73× | ||
| Q2 25 | -2.54× | 3.44× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | 1.68× | ||
| Q3 24 | 1.36× | 2.11× | ||
| Q2 24 | 2.03× | 0.40× | ||
| 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% |
OUT
| Static Displays | $236.3M | 46% |
| Other | $134.8M | 26% |
| Digital Displays | $125.3M | 24% |
| Other Revenues | $1.9M | 0% |
