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Axon Enterprise（AXON）与Reddit, Inc.（RDDT）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Reddit, Inc.的1.2倍（$796.7M vs $663.0M），Reddit, Inc.净利率更高（30.8% vs 0.3%，领先30.4%），Reddit, Inc.同比增速更快（69.0% vs 38.9%），Reddit, Inc.自由现金流更多（$311.0M vs $155.4M），过去两年Reddit, Inc.的营收复合增速更高（53.6% vs 31.5%）
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。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AXON vs RDDT — 直观对比
营收规模更大
AXON
是对方的1.2倍
$663.0M
营收增速更快
RDDT
高出30.1%
38.9%
净利率更高
RDDT
高出30.4%
0.3%
自由现金流更多
RDDT
多$155.6M
$155.4M
两年增速更快
RDDT
近两年复合增速
31.5%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $663.0M |
| 净利润 | $2.7M | $204.0M |
| 毛利率 | 57.9% | 100.0% |
| 营业利润率 | -6.3% | 0.0% |
| 净利率 | 0.3% | 30.8% |
| 营收同比 | 38.9% | 69.0% |
| 净利润同比 | -98.0% | 680.0% |
| 每股收益（稀释后） | $0.02 | $1.01 |
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AXONRDDT
| Q1 26 | — | $663.0M | ||
| Q4 25 | $796.7M | $725.6M | ||
| Q3 25 | $710.6M | $584.9M | ||
| Q2 25 | $668.5M | $499.6M | ||
| Q1 25 | $603.6M | $392.4M | ||
| Q4 24 | $573.4M | $427.7M | ||
| Q3 24 | $544.3M | $348.4M | ||
| Q2 24 | $504.1M | $281.2M |
净利润AXONRDDT
| Q1 26 | — | $204.0M | ||
| Q4 25 | $2.7M | $251.6M | ||
| Q3 25 | $-2.2M | $162.7M | ||
| Q2 25 | $36.1M | $89.3M | ||
| Q1 25 | $88.0M | $26.2M | ||
| Q4 24 | $136.0M | $71.0M | ||
| Q3 24 | $67.0M | $29.9M | ||
| Q2 24 | $40.8M | $-10.1M |
毛利率AXONRDDT
| Q1 26 | — | 100.0% | ||
| Q4 25 | 57.9% | 91.9% | ||
| Q3 25 | 60.1% | 91.0% | ||
| Q2 25 | 60.4% | 90.8% | ||
| Q1 25 | 60.6% | 90.5% | ||
| Q4 24 | 60.5% | 92.6% | ||
| Q3 24 | 60.8% | 90.1% | ||
| Q2 24 | 60.3% | 89.5% |
营业利润率AXONRDDT
| Q1 26 | — | 0.0% | ||
| Q4 25 | -6.3% | 31.9% | ||
| Q3 25 | -0.3% | 23.7% | ||
| Q2 25 | -0.2% | 13.6% | ||
| Q1 25 | -1.5% | 1.0% | ||
| Q4 24 | -2.6% | 12.4% | ||
| Q3 24 | 4.4% | 2.0% | ||
| Q2 24 | 6.5% | -11.0% |
净利率AXONRDDT
| Q1 26 | — | 30.8% | ||
| Q4 25 | 0.3% | 34.7% | ||
| Q3 25 | -0.3% | 27.8% | ||
| Q2 25 | 5.4% | 17.9% | ||
| Q1 25 | 14.6% | 6.7% | ||
| Q4 24 | 23.7% | 16.6% | ||
| Q3 24 | 12.3% | 8.6% | ||
| Q2 24 | 8.1% | -3.6% |
每股收益（稀释后）AXONRDDT
| Q1 26 | — | $1.01 | ||
| Q4 25 | $0.02 | $1.24 | ||
| Q3 25 | $-0.03 | $0.80 | ||
| Q2 25 | $0.44 | $0.45 | ||
| Q1 25 | $1.08 | $0.13 | ||
| Q4 24 | $1.68 | $4.76 | ||
| Q3 24 | $0.86 | $0.16 | ||
| Q2 24 | $0.53 | $-0.06 |
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 | $1.4B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $3.2B |
| 总资产 | $7.0B | $3.5B |
| 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AXONRDDT
| Q1 26 | — | $1.4B | ||
| Q4 25 | $1.7B | $953.6M | ||
| Q3 25 | $2.4B | $911.7M | ||
| Q2 25 | $2.1B | $734.1M | ||
| Q1 25 | $2.2B | $635.7M | ||
| Q4 24 | $788.1M | $562.1M | ||
| Q3 24 | $1.0B | $515.9M | ||
| Q2 24 | $968.9M | $468.0M |
总债务AXONRDDT
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
股东权益AXONRDDT
| Q1 26 | — | $3.2B | ||
| Q4 25 | $3.2B | $2.9B | ||
| Q3 25 | $3.0B | $2.6B | ||
| Q2 25 | $2.7B | $2.4B | ||
| Q1 25 | $2.6B | $2.2B | ||
| Q4 24 | $2.3B | $2.1B | ||
| Q3 24 | $2.1B | $2.0B | ||
| Q2 24 | $1.9B | $1.9B |
总资产AXONRDDT
| Q1 26 | — | $3.5B | ||
| Q4 25 | $7.0B | $3.2B | ||
| Q3 25 | $6.7B | $2.9B | ||
| Q2 25 | $6.2B | $2.6B | ||
| Q1 25 | $6.1B | $2.4B | ||
| Q4 24 | $4.5B | $2.3B | ||
| Q3 24 | $4.0B | $2.2B | ||
| Q2 24 | $3.7B | $2.1B |
负债/权益比AXONRDDT
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $311.0M |
| 自由现金流率自由现金流/营收 | 19.5% | 46.9% |
| 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× | — |
| 过去12个月自由现金流最近4个季度 | $75.1M | $868.6M |
8季度趋势，按日历期对齐
经营现金流AXONRDDT
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $266.8M | ||
| Q3 25 | $60.0M | $185.2M | ||
| Q2 25 | $-91.7M | $111.3M | ||
| Q1 25 | $25.8M | $127.6M | ||
| Q4 24 | $250.2M | $90.0M | ||
| Q3 24 | $91.3M | $71.6M | ||
| Q2 24 | $82.8M | $28.4M |
自由现金流AXONRDDT
| Q1 26 | — | $311.0M | ||
| Q4 25 | $155.4M | $263.6M | ||
| Q3 25 | $33.4M | $183.1M | ||
| Q2 25 | $-114.7M | $110.8M | ||
| Q1 25 | $932.0K | $126.6M | ||
| Q4 24 | $225.4M | $89.2M | ||
| Q3 24 | $64.8M | $70.3M | ||
| Q2 24 | $71.4M | $27.2M |
自由现金流率AXONRDDT
| Q1 26 | — | 46.9% | ||
| Q4 25 | 19.5% | 36.3% | ||
| Q3 25 | 4.7% | 31.3% | ||
| Q2 25 | -17.2% | 22.2% | ||
| Q1 25 | 0.2% | 32.3% | ||
| Q4 24 | 39.3% | 20.8% | ||
| Q3 24 | 11.9% | 20.2% | ||
| Q2 24 | 14.2% | 9.7% |
资本支出强度AXONRDDT
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 0.4% | ||
| Q3 25 | 3.7% | 0.4% | ||
| Q2 25 | 3.4% | 0.1% | ||
| Q1 25 | 4.1% | 0.2% | ||
| Q4 24 | 4.3% | 0.2% | ||
| Q3 24 | 4.9% | 0.4% | ||
| Q2 24 | 2.2% | 0.4% |
现金转化率AXONRDDT
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 1.06× | ||
| Q3 25 | — | 1.14× | ||
| Q2 25 | -2.54× | 1.25× | ||
| Q1 25 | 0.29× | 4.88× | ||
| Q4 24 | 1.84× | 1.27× | ||
| Q3 24 | 1.36× | 2.40× | ||
| Q2 24 | 2.03× | — |
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% |
RDDT
暂无分部数据
