vs
Axon Enterprise(AXON)与Primerica, Inc.(PRI)财务数据对比。点击上方公司名可切换其他公司
Primerica, Inc.的季度营收约是Axon Enterprise的1.1倍($853.7M vs $796.7M),Primerica, Inc.净利率更高(23.1% vs 0.3%,领先22.7%),Axon Enterprise同比增速更快(38.9% vs 11.0%),过去两年Axon Enterprise的营收复合增速更高(31.5% vs 7.2%)
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。
Primerica, Inc.是一家采用多层次营销模式的金融服务机构,业务覆盖美国与加拿大市场,主要面向当地中等收入家庭提供保险、投资等多元化金融产品,满足客户的风险保障与差异化财富管理需求。
AXON vs PRI — 直观对比
营收规模更大
PRI
是对方的1.1倍
$796.7M
营收增速更快
AXON
高出27.9%
11.0%
净利率更高
PRI
高出22.7%
0.3%
两年增速更快
AXON
近两年复合增速
7.2%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $796.7M | $853.7M |
| 净利润 | $2.7M | $197.0M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 28.9% |
| 净利率 | 0.3% | 23.1% |
| 营收同比 | 38.9% | 11.0% |
| 净利润同比 | -98.0% | 17.9% |
| 每股收益(稀释后) | $0.02 | $6.11 |
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
AXON
PRI
| Q4 25 | $796.7M | $853.7M | ||
| Q3 25 | $710.6M | $839.9M | ||
| Q2 25 | $668.5M | $793.3M | ||
| Q1 25 | $603.6M | $804.8M | ||
| Q4 24 | $573.4M | $768.8M | ||
| Q3 24 | $544.3M | $774.1M | ||
| Q2 24 | $504.1M | $803.4M | ||
| Q1 24 | $460.7M | $742.8M |
净利润
AXON
PRI
| Q4 25 | $2.7M | $197.0M | ||
| Q3 25 | $-2.2M | $206.8M | ||
| Q2 25 | $36.1M | $178.3M | ||
| Q1 25 | $88.0M | $169.1M | ||
| Q4 24 | $136.0M | $167.1M | ||
| Q3 24 | $67.0M | $164.4M | ||
| Q2 24 | $40.8M | $1.2M | ||
| Q1 24 | $133.2M | $137.9M |
毛利率
AXON
PRI
| 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% | 98.0% | ||
| Q1 24 | 56.4% | 98.2% |
营业利润率
AXON
PRI
| Q4 25 | -6.3% | 28.9% | ||
| Q3 25 | -0.3% | 32.3% | ||
| Q2 25 | -0.2% | 29.6% | ||
| Q1 25 | -1.5% | 27.5% | ||
| Q4 24 | -2.6% | 64.7% | ||
| Q3 24 | 4.4% | 32.9% | ||
| Q2 24 | 6.5% | 1.0% | ||
| Q1 24 | 3.5% | 24.1% |
净利率
AXON
PRI
| Q4 25 | 0.3% | 23.1% | ||
| Q3 25 | -0.3% | 24.6% | ||
| Q2 25 | 5.4% | 22.5% | ||
| Q1 25 | 14.6% | 21.0% | ||
| Q4 24 | 23.7% | 21.7% | ||
| Q3 24 | 12.3% | 21.2% | ||
| Q2 24 | 8.1% | 0.1% | ||
| Q1 24 | 28.9% | 18.6% |
每股收益(稀释后)
AXON
PRI
| Q4 25 | $0.02 | $6.11 | ||
| Q3 25 | $-0.03 | $6.35 | ||
| Q2 25 | $0.44 | $5.40 | ||
| Q1 25 | $1.08 | $5.05 | ||
| Q4 24 | $1.68 | $4.92 | ||
| Q3 24 | $0.86 | $4.83 | ||
| Q2 24 | $0.53 | $0.03 | ||
| Q1 24 | $1.73 | $3.93 |
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 | $756.2M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $2.4B |
| 总资产 | $7.0B | $15.0B |
| 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
AXON
PRI
| Q4 25 | $1.7B | $756.2M | ||
| Q3 25 | $2.4B | $644.9M | ||
| Q2 25 | $2.1B | $621.2M | ||
| Q1 25 | $2.2B | $625.1M | ||
| Q4 24 | $788.1M | $687.8M | ||
| Q3 24 | $1.0B | $550.1M | ||
| Q2 24 | $968.9M | $627.3M | ||
| Q1 24 | $964.1M | $593.4M |
总债务
AXON
PRI
| 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
AXON
PRI
| Q4 25 | $3.2B | $2.4B | ||
| Q3 25 | $3.0B | $2.3B | ||
| Q2 25 | $2.7B | $2.3B | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.3B | $2.3B | ||
| Q3 24 | $2.1B | $1.9B | ||
| Q2 24 | $1.9B | $2.1B | ||
| Q1 24 | $1.8B | $2.2B |
总资产
AXON
PRI
| Q4 25 | $7.0B | $15.0B | ||
| Q3 25 | $6.7B | $14.8B | ||
| Q2 25 | $6.2B | $14.8B | ||
| Q1 25 | $6.1B | $14.6B | ||
| Q4 24 | $4.5B | $14.6B | ||
| Q3 24 | $4.0B | $14.8B | ||
| Q2 24 | $3.7B | $14.6B | ||
| Q1 24 | $3.6B | $14.9B |
负债/权益比
AXON
PRI
| 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 | $338.2M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | — |
| 自由现金流率自由现金流/营收 | 19.5% | — |
| 资本支出强度资本支出/营收 | 7.8% | — |
| 现金转化率经营现金流/净利润 | 79.14× | 1.72× |
| 过去12个月自由现金流最近4个季度 | $75.1M | — |
8季度趋势,按日历期对齐
经营现金流
AXON
PRI
| Q4 25 | $217.2M | $338.2M | ||
| Q3 25 | $60.0M | $202.9M | ||
| Q2 25 | $-91.7M | $162.6M | ||
| Q1 25 | $25.8M | $197.5M | ||
| Q4 24 | $250.2M | $270.6M | ||
| Q3 24 | $91.3M | $207.3M | ||
| Q2 24 | $82.8M | $173.3M | ||
| Q1 24 | $-15.9M | $210.9M |
自由现金流
AXON
PRI
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | — | ||
| Q2 25 | $-114.7M | — | ||
| Q1 25 | $932.0K | — | ||
| Q4 24 | $225.4M | — | ||
| Q3 24 | $64.8M | — | ||
| Q2 24 | $71.4M | — | ||
| Q1 24 | $-32.1M | — |
自由现金流率
AXON
PRI
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 11.9% | — | ||
| Q2 24 | 14.2% | — | ||
| Q1 24 | -7.0% | — |
资本支出强度
AXON
PRI
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 2.2% | — | ||
| Q1 24 | 3.5% | — |
现金转化率
AXON
PRI
| Q4 25 | 79.14× | 1.72× | ||
| Q3 25 | — | 0.98× | ||
| Q2 25 | -2.54× | 0.91× | ||
| Q1 25 | 0.29× | 1.17× | ||
| Q4 24 | 1.84× | 1.62× | ||
| Q3 24 | 1.36× | 1.26× | ||
| Q2 24 | 2.03× | 147.98× | ||
| Q1 24 | -0.12× | 1.53× |
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% |
PRI
| Revenues From Sources Other Than Contracts With Customers | $445.9M | 52% |
| Investment And Savings Products Segment Revenues | $340.3M | 40% |
| Other | $56.5M | 7% |
| Segment Revenues From Contracts With Customers | $11.0M | 1% |