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Axon Enterprise（AXON）与Revvity（RVTY）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Revvity的1.0倍（$796.7M vs $772.1M），Revvity净利率更高（12.7% vs 0.3%，领先12.4%），Axon Enterprise同比增速更快（38.9% vs 5.9%），Revvity自由现金流更多（$161.8M vs $155.4M），过去两年Axon Enterprise的营收复合增速更高（31.5% vs 9.0%）
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。
Revvity是一家美国生命科学与诊断领域企业，主要服务制药、生物技术行业客户，重点围绕细胞治疗、基因治疗等前沿技术领域提供相关产品与解决方案，其前身为业务布局多元的老牌企业珀金埃尔默。
AXON vs RVTY — 直观对比
营收规模更大
AXON
是对方的1.0倍
$772.1M
营收增速更快
AXON
高出33.1%
5.9%
净利率更高
RVTY
高出12.4%
0.3%
自由现金流更多
RVTY
多$6.4M
$155.4M
两年增速更快
AXON
近两年复合增速
9.0%
损益表 — Q4 FY2025 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $772.1M |
| 净利润 | $2.7M | $98.4M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | 14.5% |
| 净利率 | 0.3% | 12.7% |
| 营收同比 | 38.9% | 5.9% |
| 净利润同比 | -98.0% | 3.9% |
| 每股收益（稀释后） | $0.02 | $0.86 |
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AXONRVTY
| Q4 25 | $796.7M | $772.1M | ||
| Q3 25 | $710.6M | $698.9M | ||
| Q2 25 | $668.5M | $720.3M | ||
| Q1 25 | $603.6M | $664.8M | ||
| Q4 24 | $573.4M | $729.4M | ||
| Q3 24 | $544.3M | $684.0M | ||
| Q2 24 | $504.1M | $691.7M | ||
| Q1 24 | $460.7M | $649.9M |
净利润AXONRVTY
| Q4 25 | $2.7M | $98.4M | ||
| Q3 25 | $-2.2M | $46.7M | ||
| Q2 25 | $36.1M | $53.9M | ||
| Q1 25 | $88.0M | $42.2M | ||
| Q4 24 | $136.0M | $94.6M | ||
| Q3 24 | $67.0M | $94.4M | ||
| Q2 24 | $40.8M | $55.4M | ||
| Q1 24 | $133.2M | $26.0M |
毛利率AXONRVTY
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 53.6% | ||
| Q2 25 | 60.4% | 54.5% | ||
| Q1 25 | 60.6% | 56.5% | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | 56.3% | ||
| Q2 24 | 60.3% | 55.7% | ||
| Q1 24 | 56.4% | 54.6% |
营业利润率AXONRVTY
| Q4 25 | -6.3% | 14.5% | ||
| Q3 25 | -0.3% | 11.7% | ||
| Q2 25 | -0.2% | 12.6% | ||
| Q1 25 | -1.5% | 10.9% | ||
| Q4 24 | -2.6% | 16.3% | ||
| Q3 24 | 4.4% | 14.3% | ||
| Q2 24 | 6.5% | 12.4% | ||
| Q1 24 | 3.5% | 6.8% |
净利率AXONRVTY
| Q4 25 | 0.3% | 12.7% | ||
| Q3 25 | -0.3% | 6.7% | ||
| Q2 25 | 5.4% | 7.5% | ||
| Q1 25 | 14.6% | 6.4% | ||
| Q4 24 | 23.7% | 13.0% | ||
| Q3 24 | 12.3% | 13.8% | ||
| Q2 24 | 8.1% | 8.0% | ||
| Q1 24 | 28.9% | 4.0% |
每股收益（稀释后）AXONRVTY
| Q4 25 | $0.02 | $0.86 | ||
| Q3 25 | $-0.03 | $0.40 | ||
| Q2 25 | $0.44 | $0.46 | ||
| Q1 25 | $1.08 | $0.35 | ||
| Q4 24 | $1.68 | $0.77 | ||
| Q3 24 | $0.86 | $0.77 | ||
| Q2 24 | $0.53 | $0.45 | ||
| Q1 24 | $1.73 | $0.21 |
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 | $919.9M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $7.3B |
| 总资产 | $7.0B | $12.2B |
| 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AXONRVTY
| Q4 25 | $1.7B | $919.9M | ||
| Q3 25 | $2.4B | $931.4M | ||
| Q2 25 | $2.1B | $991.8M | ||
| Q1 25 | $2.2B | $1.1B | ||
| Q4 24 | $788.1M | $1.2B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $968.9M | $2.0B | ||
| Q1 24 | $964.1M | $1.7B |
总债务AXONRVTY
| 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AXONRVTY
| Q4 25 | $3.2B | $7.3B | ||
| Q3 25 | $3.0B | $7.4B | ||
| Q2 25 | $2.7B | $7.6B | ||
| Q1 25 | $2.6B | $7.6B | ||
| Q4 24 | $2.3B | $7.7B | ||
| Q3 24 | $2.1B | $7.9B | ||
| Q2 24 | $1.9B | $7.9B | ||
| Q1 24 | $1.8B | $7.8B |
总资产AXONRVTY
| Q4 25 | $7.0B | $12.2B | ||
| Q3 25 | $6.7B | $12.1B | ||
| Q2 25 | $6.2B | $12.4B | ||
| Q1 25 | $6.1B | $12.4B | ||
| Q4 24 | $4.5B | $12.4B | ||
| Q3 24 | $4.0B | $12.8B | ||
| Q2 24 | $3.7B | $13.4B | ||
| Q1 24 | $3.6B | $13.4B |
负债/权益比AXONRVTY
| 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 | $182.0M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $161.8M |
| 自由现金流率自由现金流/营收 | 19.5% | 21.0% |
| 资本支出强度资本支出/营收 | 7.8% | 2.6% |
| 现金转化率经营现金流/净利润 | 79.14× | 1.85× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $509.4M |
8季度趋势，按日历期对齐
经营现金流AXONRVTY
| Q4 25 | $217.2M | $182.0M | ||
| Q3 25 | $60.0M | $138.5M | ||
| Q2 25 | $-91.7M | $134.3M | ||
| Q1 25 | $25.8M | $128.2M | ||
| Q4 24 | $250.2M | $174.2M | ||
| Q3 24 | $91.3M | $147.9M | ||
| Q2 24 | $82.8M | $158.6M | ||
| Q1 24 | $-15.9M | $147.6M |
自由现金流AXONRVTY
| Q4 25 | $155.4M | $161.8M | ||
| Q3 25 | $33.4M | $120.0M | ||
| Q2 25 | $-114.7M | $115.5M | ||
| Q1 25 | $932.0K | $112.2M | ||
| Q4 24 | $225.4M | $149.8M | ||
| Q3 24 | $64.8M | $125.6M | ||
| Q2 24 | $71.4M | $136.6M | ||
| Q1 24 | $-32.1M | $129.7M |
自由现金流率AXONRVTY
| Q4 25 | 19.5% | 21.0% | ||
| Q3 25 | 4.7% | 17.2% | ||
| Q2 25 | -17.2% | 16.0% | ||
| Q1 25 | 0.2% | 16.9% | ||
| Q4 24 | 39.3% | 20.5% | ||
| Q3 24 | 11.9% | 18.4% | ||
| Q2 24 | 14.2% | 19.7% | ||
| Q1 24 | -7.0% | 20.0% |
资本支出强度AXONRVTY
| Q4 25 | 7.8% | 2.6% | ||
| Q3 25 | 3.7% | 2.6% | ||
| Q2 25 | 3.4% | 2.6% | ||
| Q1 25 | 4.1% | 2.4% | ||
| Q4 24 | 4.3% | 3.4% | ||
| Q3 24 | 4.9% | 3.3% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | 3.5% | 2.7% |
现金转化率AXONRVTY
| Q4 25 | 79.14× | 1.85× | ||
| Q3 25 | — | 2.97× | ||
| Q2 25 | -2.54× | 2.49× | ||
| Q1 25 | 0.29× | 3.03× | ||
| Q4 24 | 1.84× | 1.84× | ||
| Q3 24 | 1.36× | 1.57× | ||
| Q2 24 | 2.03× | 2.87× | ||
| Q1 24 | -0.12× | 5.67× |
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% |
RVTY
| Immunodiagnostics | $240.8M | 31% |
| Life Sciences | $191.4M | 25% |
| Reproductive Health | $149.3M | 19% |
| Segment Operating Income | $132.0M | 17% |
| Software | $62.3M | 8% |
