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Axon Enterprise（AXON）与BOSTON BEER CO INC（SAM）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BOSTON BEER CO INC的1.7倍（$796.7M vs $461.6M），Axon Enterprise同比增速更快（38.9% vs -4.1%），过去两年Axon Enterprise的营收复合增速更高（31.5% vs -10.7%）
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。
波士顿啤酒公司是美国知名酿酒企业，1984年由吉姆·科赫与朗达·卡尔曼联合创立。旗下首款产品以美国开国元勋、独立运动先驱塞缪尔·亚当斯命名，后续陆续推出多个自有品牌，2019年正式完成与角鲨头酿酒厂的合并，是北美精酿啤酒行业的核心参与者之一。
AXON vs SAM — 直观对比
营收规模更大
AXON
是对方的1.7倍
$461.6M
营收增速更快
AXON
高出43.1%
-4.1%
两年增速更快
AXON
近两年复合增速
-10.7%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $461.6M |
| 净利润 | $2.7M | — |
| 毛利率 | 57.9% | 46.4% |
| 营业利润率 | -6.3% | 12.4% |
| 净利率 | 0.3% | — |
| 营收同比 | 38.9% | -4.1% |
| 净利润同比 | -98.0% | — |
| 每股收益（稀释后） | $0.02 | $2.16 |
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AXONSAM
| Q1 26 | — | $461.6M | ||
| Q4 25 | $796.7M | $385.7M | ||
| Q3 25 | $710.6M | $537.5M | ||
| Q2 25 | $668.5M | $587.9M | ||
| Q1 25 | $603.6M | $453.9M | ||
| Q4 24 | $573.4M | $402.3M | ||
| Q3 24 | $544.3M | $605.5M | ||
| Q2 24 | $504.1M | $579.1M |
净利润AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | $2.7M | $-22.5M | ||
| Q3 25 | $-2.2M | $46.2M | ||
| Q2 25 | $36.1M | $60.4M | ||
| Q1 25 | $88.0M | $24.4M | ||
| Q4 24 | $136.0M | $-38.8M | ||
| Q3 24 | $67.0M | $33.5M | ||
| Q2 24 | $40.8M | $52.3M |
毛利率AXONSAM
| Q1 26 | — | 46.4% | ||
| Q4 25 | 57.9% | 43.5% | ||
| Q3 25 | 60.1% | 50.8% | ||
| Q2 25 | 60.4% | 49.8% | ||
| Q1 25 | 60.6% | 48.3% | ||
| Q4 24 | 60.5% | 39.9% | ||
| Q3 24 | 60.8% | 46.3% | ||
| Q2 24 | 60.3% | 46.0% |
营业利润率AXONSAM
| Q1 26 | — | 12.4% | ||
| Q4 25 | -6.3% | -8.6% | ||
| Q3 25 | -0.3% | 11.5% | ||
| Q2 25 | -0.2% | 14.0% | ||
| Q1 25 | -1.5% | 7.4% | ||
| Q4 24 | -2.6% | -13.9% | ||
| Q3 24 | 4.4% | 7.6% | ||
| Q2 24 | 6.5% | 12.2% |
净利率AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | -5.8% | ||
| Q3 25 | -0.3% | 8.6% | ||
| Q2 25 | 5.4% | 10.3% | ||
| Q1 25 | 14.6% | 5.4% | ||
| Q4 24 | 23.7% | -9.6% | ||
| Q3 24 | 12.3% | 5.5% | ||
| Q2 24 | 8.1% | 9.0% |
每股收益（稀释后）AXONSAM
| Q1 26 | — | $2.16 | ||
| Q4 25 | $0.02 | $-1.97 | ||
| Q3 25 | $-0.03 | $4.25 | ||
| Q2 25 | $0.44 | $5.45 | ||
| Q1 25 | $1.08 | $2.16 | ||
| Q4 24 | $1.68 | $-3.23 | ||
| Q3 24 | $0.86 | $2.86 | ||
| Q2 24 | $0.53 | $4.39 |
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 | $164.1M |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $682.6M |
| 总资产 | $7.0B | $1.2B |
| 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AXONSAM
| Q1 26 | — | $164.1M | ||
| Q4 25 | $1.7B | $223.4M | ||
| Q3 25 | $2.4B | $250.5M | ||
| Q2 25 | $2.1B | $212.4M | ||
| Q1 25 | $2.2B | $152.5M | ||
| Q4 24 | $788.1M | $211.8M | ||
| Q3 24 | $1.0B | $255.6M | ||
| Q2 24 | $968.9M | $219.3M |
总债务AXONSAM
| 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AXONSAM
| Q1 26 | — | $682.6M | ||
| Q4 25 | $3.2B | $846.3M | ||
| Q3 25 | $3.0B | $911.0M | ||
| Q2 25 | $2.7B | $912.3M | ||
| Q1 25 | $2.6B | $897.0M | ||
| Q4 24 | $2.3B | $916.2M | ||
| Q3 24 | $2.1B | $1.0B | ||
| Q2 24 | $1.9B | $1.0B |
总资产AXONSAM
| Q1 26 | — | $1.2B | ||
| Q4 25 | $7.0B | $1.2B | ||
| Q3 25 | $6.7B | $1.2B | ||
| Q2 25 | $6.2B | $1.3B | ||
| Q1 25 | $6.1B | $1.2B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $3.7B | $1.4B |
负债/权益比AXONSAM
| 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 | — |
| 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× | — |
| 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AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $39.9M | ||
| Q3 25 | $60.0M | $101.8M | ||
| Q2 25 | $-91.7M | $126.5M | ||
| Q1 25 | $25.8M | $1.9M | ||
| Q4 24 | $250.2M | $41.9M | ||
| Q3 24 | $91.3M | $115.9M | ||
| Q2 24 | $82.8M | $96.0M |
自由现金流AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $22.1M | ||
| Q3 25 | $33.4M | $89.2M | ||
| Q2 25 | $-114.7M | $112.2M | ||
| Q1 25 | $932.0K | $-8.0M | ||
| Q4 24 | $225.4M | $18.4M | ||
| Q3 24 | $64.8M | $99.2M | ||
| Q2 24 | $71.4M | $75.6M |
自由现金流率AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 5.7% | ||
| Q3 25 | 4.7% | 16.6% | ||
| Q2 25 | -17.2% | 19.1% | ||
| Q1 25 | 0.2% | -1.8% | ||
| Q4 24 | 39.3% | 4.6% | ||
| Q3 24 | 11.9% | 16.4% | ||
| Q2 24 | 14.2% | 13.1% |
资本支出强度AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 4.6% | ||
| Q3 25 | 3.7% | 2.3% | ||
| Q2 25 | 3.4% | 2.4% | ||
| Q1 25 | 4.1% | 2.2% | ||
| Q4 24 | 4.3% | 5.8% | ||
| Q3 24 | 4.9% | 2.8% | ||
| Q2 24 | 2.2% | 3.5% |
现金转化率AXONSAM
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | 2.21× | ||
| Q2 25 | -2.54× | 2.09× | ||
| Q1 25 | 0.29× | 0.08× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | 3.46× | ||
| Q2 24 | 2.03× | 1.83× |
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% |
SAM
暂无分部数据
