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Axon Enterprise（AXON）与RADIANT LOGISTICS, INC（RLGT）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RADIANT LOGISTICS, INC的3.4倍（$796.7M vs $232.1M）。RADIANT LOGISTICS, INC净利率更高（2.3% vs 0.3%，领先1.9%）。Axon Enterprise同比增速更快（38.9% vs -12.3%）。Axon Enterprise自由现金流更多（$155.4M vs $11.6M）。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。
Radiant Logistics, Inc.是一家知名第三方物流服务商，提供端到端供应链解决方案、国内外货运代理、仓储及末端配送服务，核心市场覆盖北美，客户涵盖零售、制造、电商、工业等多个领域，助力企业优化物流流程、降低运营成本。
AXON vs RLGT — 直观对比
营收规模更大
AXON
是对方的3.4倍
$232.1M
营收增速更快
AXON
高出51.2%
-12.3%
净利率更高
RLGT
高出1.9%
0.3%
自由现金流更多
AXON
多$143.8M
$11.6M
两年增速更快
AXON
近两年复合增速
12.1%
损益表 — Q4 2025 vs Q2 2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $232.1M |
| 净利润 | $2.7M | $5.3M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 3.2% |
| 净利率 | 0.3% | 2.3% |
| 营收同比 | 38.9% | -12.3% |
| 净利润同比 | -98.0% | -18.0% |
| 每股收益（稀释后） | $0.02 | $0.11 |
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AXONRLGT
| Q4 25 | $796.7M | $232.1M | ||
| Q3 25 | $710.6M | $226.7M | ||
| Q2 25 | $668.5M | $220.6M | ||
| Q1 25 | $603.6M | $214.0M | ||
| Q4 24 | $573.4M | $264.5M | ||
| Q3 24 | $544.3M | $203.6M | ||
| Q2 24 | $504.1M | $206.0M | ||
| Q1 24 | $460.7M | $184.6M |
净利润AXONRLGT
| Q4 25 | $2.7M | $5.3M | ||
| Q3 25 | $-2.2M | $1.3M | ||
| Q2 25 | $36.1M | $4.9M | ||
| Q1 25 | $88.0M | $2.5M | ||
| Q4 24 | $136.0M | $6.5M | ||
| Q3 24 | $67.0M | $3.4M | ||
| Q2 24 | $40.8M | $4.8M | ||
| Q1 24 | $133.2M | $-703.0K |
毛利率AXONRLGT
| 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AXONRLGT
| Q4 25 | -6.3% | 3.2% | ||
| Q3 25 | -0.3% | 0.9% | ||
| Q2 25 | -0.2% | 2.4% | ||
| Q1 25 | -1.5% | 1.6% | ||
| Q4 24 | -2.6% | 3.3% | ||
| Q3 24 | 4.4% | 1.9% | ||
| Q2 24 | 6.5% | 2.4% | ||
| Q1 24 | 3.5% | -0.5% |
净利率AXONRLGT
| Q4 25 | 0.3% | 2.3% | ||
| Q3 25 | -0.3% | 0.6% | ||
| Q2 25 | 5.4% | 2.2% | ||
| Q1 25 | 14.6% | 1.2% | ||
| Q4 24 | 23.7% | 2.4% | ||
| Q3 24 | 12.3% | 1.7% | ||
| Q2 24 | 8.1% | 2.3% | ||
| Q1 24 | 28.9% | -0.4% |
每股收益（稀释后）AXONRLGT
| Q4 25 | $0.02 | $0.11 | ||
| Q3 25 | $-0.03 | $0.03 | ||
| Q2 25 | $0.44 | $0.10 | ||
| Q1 25 | $1.08 | $0.05 | ||
| Q4 24 | $1.68 | $0.13 | ||
| Q3 24 | $0.86 | $0.07 | ||
| Q2 24 | $0.53 | $0.11 | ||
| Q1 24 | $1.73 | $-0.02 |
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 | $31.9M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $229.8M |
| 总资产 | $7.0B | $439.4M |
| 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AXONRLGT
| Q4 25 | $1.7B | $31.9M | ||
| Q3 25 | $2.4B | $28.1M | ||
| Q2 25 | $2.1B | $22.9M | ||
| Q1 25 | $2.2B | $19.0M | ||
| Q4 24 | $788.1M | $19.9M | ||
| Q3 24 | $1.0B | $10.4M | ||
| Q2 24 | $968.9M | $24.9M | ||
| Q1 24 | $964.1M | $31.2M |
总债务AXONRLGT
| 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AXONRLGT
| Q4 25 | $3.2B | $229.8M | ||
| Q3 25 | $3.0B | $225.7M | ||
| Q2 25 | $2.7B | $226.0M | ||
| Q1 25 | $2.6B | $218.2M | ||
| Q4 24 | $2.3B | $214.4M | ||
| Q3 24 | $2.1B | $212.4M | ||
| Q2 24 | $1.9B | $209.4M | ||
| Q1 24 | $1.8B | $206.0M |
总资产AXONRLGT
| Q4 25 | $7.0B | $439.4M | ||
| Q3 25 | $6.7B | $445.3M | ||
| Q2 25 | $6.2B | $426.8M | ||
| Q1 25 | $6.1B | $414.5M | ||
| Q4 24 | $4.5B | $386.8M | ||
| Q3 24 | $4.0B | $375.3M | ||
| Q2 24 | $3.7B | $371.2M | ||
| Q1 24 | $3.6B | $364.0M |
负债/权益比AXONRLGT
| 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 | $12.4M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $11.6M |
| 自由现金流率自由现金流/营收 | 19.5% | 5.0% |
| 资本支出强度资本支出/营收 | 7.8% | 0.3% |
| 现金转化率经营现金流/净利润 | 79.14× | 2.33× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $8.5M |
8季度趋势，按日历期对齐
经营现金流AXONRLGT
| Q4 25 | $217.2M | $12.4M | ||
| Q3 25 | $60.0M | $2.5M | ||
| Q2 25 | $-91.7M | $3.1M | ||
| Q1 25 | $25.8M | $-5.7M | ||
| Q4 24 | $250.2M | $15.7M | ||
| Q3 24 | $91.3M | $205.0K | ||
| Q2 24 | $82.8M | $1.3M | ||
| Q1 24 | $-15.9M | $3.9M |
自由现金流AXONRLGT
| Q4 25 | $155.4M | $11.6M | ||
| Q3 25 | $33.4M | $977.0K | ||
| Q2 25 | $-114.7M | $2.2M | ||
| Q1 25 | $932.0K | $-6.4M | ||
| Q4 24 | $225.4M | $14.1M | ||
| Q3 24 | $64.8M | $-1.9M | ||
| Q2 24 | $71.4M | $-185.0K | ||
| Q1 24 | $-32.1M | $1.8M |
自由现金流率AXONRLGT
| Q4 25 | 19.5% | 5.0% | ||
| Q3 25 | 4.7% | 0.4% | ||
| Q2 25 | -17.2% | 1.0% | ||
| Q1 25 | 0.2% | -3.0% | ||
| Q4 24 | 39.3% | 5.3% | ||
| Q3 24 | 11.9% | -0.9% | ||
| Q2 24 | 14.2% | -0.1% | ||
| Q1 24 | -7.0% | 1.0% |
资本支出强度AXONRLGT
| Q4 25 | 7.8% | 0.3% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.4% | 0.4% | ||
| Q1 25 | 4.1% | 0.3% | ||
| Q4 24 | 4.3% | 0.6% | ||
| Q3 24 | 4.9% | 1.0% | ||
| Q2 24 | 2.2% | 0.7% | ||
| Q1 24 | 3.5% | 1.2% |
现金转化率AXONRLGT
| Q4 25 | 79.14× | 2.33× | ||
| Q3 25 | — | 1.90× | ||
| Q2 25 | -2.54× | 0.63× | ||
| Q1 25 | 0.29× | -2.26× | ||
| Q4 24 | 1.84× | 2.43× | ||
| Q3 24 | 1.36× | 0.06× | ||
| Q2 24 | 2.03× | 0.26× | ||
| 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% |
RLGT
| Transferred Over Time | $201.2M | 87% |
| Other | $25.0M | 11% |
| Value Added Services | $4.2M | 2% |
| Transferred At Point In Time | $1.8M | 1% |
