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Axon Enterprise（AXON）与SIFCO INDUSTRIES INC（SIF）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SIFCO INDUSTRIES INC的33.2倍（$796.7M vs $24.0M）。SIFCO INDUSTRIES INC净利率更高（7.5% vs 0.3%，领先7.1%）。Axon Enterprise同比增速更快（38.9% vs 14.8%）。Axon Enterprise自由现金流更多（$155.4M vs $8.0M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs 8.1%）
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。
锡福科工业公司（SIFCO INDUSTRIES INC）是一家总部位于俄亥俄州克利夫兰的全球性金属零部件制造企业，在行业内面向全球市场供应各类所需金属构件产品。
AXON vs SIF — 直观对比
营收规模更大
AXON
是对方的33.2倍
$24.0M
营收增速更快
AXON
高出24.1%
14.8%
净利率更高
SIF
高出7.1%
0.3%
自由现金流更多
AXON
多$147.4M
$8.0M
两年增速更快
AXON
近两年复合增速
8.1%
损益表 — Q4 2025 vs Q1 2026
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $24.0M |
| 净利润 | $2.7M | $1.8M |
| 毛利率 | 57.9% | 21.6% |
| 营业利润率 | -6.3% | 10.7% |
| 净利率 | 0.3% | 7.5% |
| 营收同比 | 38.9% | 14.8% |
| 净利润同比 | -98.0% | 177.3% |
| 每股收益（稀释后） | $0.02 | $0.29 |
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AXONSIF
| Q4 25 | $796.7M | $24.0M | ||
| Q3 25 | $710.6M | $22.8M | ||
| Q2 25 | $668.5M | $22.1M | ||
| Q1 25 | $603.6M | $19.0M | ||
| Q4 24 | $573.4M | $20.9M | ||
| Q3 24 | $544.3M | $21.7M | ||
| Q2 24 | $504.1M | $22.0M | ||
| Q1 24 | $460.7M | $20.5M |
净利润AXONSIF
| Q4 25 | $2.7M | $1.8M | ||
| Q3 25 | $-2.2M | $-429.0K | ||
| Q2 25 | $36.1M | $3.4M | ||
| Q1 25 | $88.0M | $-1.4M | ||
| Q4 24 | $136.0M | $-2.3M | ||
| Q3 24 | $67.0M | $-443.0K | ||
| Q2 24 | $40.8M | $72.0K | ||
| Q1 24 | $133.2M | $-1.6M |
毛利率AXONSIF
| Q4 25 | 57.9% | 21.6% | ||
| Q3 25 | 60.1% | 9.6% | ||
| Q2 25 | 60.4% | 26.7% | ||
| Q1 25 | 60.6% | 8.3% | ||
| Q4 24 | 60.5% | 4.4% | ||
| Q3 24 | 60.8% | 10.7% | ||
| Q2 24 | 60.3% | 12.3% | ||
| Q1 24 | 56.4% | 7.3% |
营业利润率AXONSIF
| Q4 25 | -6.3% | 10.7% | ||
| Q3 25 | -0.3% | -1.7% | ||
| Q2 25 | -0.2% | 14.8% | ||
| Q1 25 | -1.5% | -4.1% | ||
| Q4 24 | -2.6% | -9.2% | ||
| Q3 24 | 4.4% | -1.5% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 3.5% | -6.5% |
净利率AXONSIF
| Q4 25 | 0.3% | 7.5% | ||
| Q3 25 | -0.3% | -1.9% | ||
| Q2 25 | 5.4% | 15.4% | ||
| Q1 25 | 14.6% | -7.3% | ||
| Q4 24 | 23.7% | -11.1% | ||
| Q3 24 | 12.3% | -2.0% | ||
| Q2 24 | 8.1% | 0.3% | ||
| Q1 24 | 28.9% | -7.8% |
每股收益（稀释后）AXONSIF
| Q4 25 | $0.02 | $0.29 | ||
| Q3 25 | $-0.03 | $-0.07 | ||
| Q2 25 | $0.44 | $0.56 | ||
| Q1 25 | $1.08 | $-0.23 | ||
| Q4 24 | $1.68 | $-0.38 | ||
| Q3 24 | $0.86 | $-0.07 | ||
| Q2 24 | $0.53 | $0.01 | ||
| Q1 24 | $1.73 | $-0.27 |
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 | $1.1M |
| 总债务越低越好 | $1.8B | $39.0K |
| 股东权益账面价值 | $3.2B | $38.7M |
| 总资产 | $7.0B | $74.9M |
| 负债/权益比越低杠杆越低 | 0.56× | 0.00× |
8季度趋势，按日历期对齐
现金及短期投资AXONSIF
| Q4 25 | $1.7B | $1.1M | ||
| Q3 25 | $2.4B | $491.0K | ||
| Q2 25 | $2.1B | $2.0M | ||
| Q1 25 | $2.2B | $1.9M | ||
| Q4 24 | $788.1M | $3.1M | ||
| Q3 24 | $1.0B | $1.7M | ||
| Q2 24 | $968.9M | $3.4M | ||
| Q1 24 | $964.1M | $2.5M |
总债务AXONSIF
| Q4 25 | $1.8B | $39.0K | ||
| Q3 25 | $2.0B | $51.0K | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $4.1M |
股东权益AXONSIF
| Q4 25 | $3.2B | $38.7M | ||
| Q3 25 | $3.0B | $36.9M | ||
| Q2 25 | $2.7B | $35.8M | ||
| Q1 25 | $2.6B | $32.4M | ||
| Q4 24 | $2.3B | $33.7M | ||
| Q3 24 | $2.1B | $30.4M | ||
| Q2 24 | $1.9B | $29.8M | ||
| Q1 24 | $1.8B | $29.7M |
总资产AXONSIF
| Q4 25 | $7.0B | $74.9M | ||
| Q3 25 | $6.7B | $73.4M | ||
| Q2 25 | $6.2B | $77.3M | ||
| Q1 25 | $6.1B | $78.8M | ||
| Q4 24 | $4.5B | $81.0M | ||
| Q3 24 | $4.0B | $104.6M | ||
| Q2 24 | $3.7B | $106.3M | ||
| Q1 24 | $3.6B | $104.2M |
负债/权益比AXONSIF
| Q4 25 | 0.56× | 0.00× | ||
| Q3 25 | 0.66× | 0.00× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.14× |
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 | $8.1M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $8.0M |
| 自由现金流率自由现金流/营收 | 19.5% | 33.3% |
| 资本支出强度资本支出/营收 | 7.8% | 0.4% |
| 现金转化率经营现金流/净利润 | 79.14× | 4.51× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $11.5M |
8季度趋势，按日历期对齐
经营现金流AXONSIF
| Q4 25 | $217.2M | $8.1M | ||
| Q3 25 | $60.0M | $726.0K | ||
| Q2 25 | $-91.7M | $371.0K | ||
| Q1 25 | $25.8M | $2.8M | ||
| Q4 24 | $250.2M | $-3.8M | ||
| Q3 24 | $91.3M | $857.0K | ||
| Q2 24 | $82.8M | $382.0K | ||
| Q1 24 | $-15.9M | $-3.2M |
自由现金流AXONSIF
| Q4 25 | $155.4M | $8.0M | ||
| Q3 25 | $33.4M | $566.0K | ||
| Q2 25 | $-114.7M | $310.0K | ||
| Q1 25 | $932.0K | $2.7M | ||
| Q4 24 | $225.4M | $-3.9M | ||
| Q3 24 | $64.8M | $580.0K | ||
| Q2 24 | $71.4M | $-175.0K | ||
| Q1 24 | $-32.1M | $-3.9M |
自由现金流率AXONSIF
| Q4 25 | 19.5% | 33.3% | ||
| Q3 25 | 4.7% | 2.5% | ||
| Q2 25 | -17.2% | 1.4% | ||
| Q1 25 | 0.2% | 14.1% | ||
| Q4 24 | 39.3% | -18.8% | ||
| Q3 24 | 11.9% | 2.7% | ||
| Q2 24 | 14.2% | -0.8% | ||
| Q1 24 | -7.0% | -18.9% |
资本支出强度AXONSIF
| Q4 25 | 7.8% | 0.4% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.4% | 0.3% | ||
| Q1 25 | 4.1% | 0.8% | ||
| Q4 24 | 4.3% | 0.5% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 2.2% | 2.5% | ||
| Q1 24 | 3.5% | 3.3% |
现金转化率AXONSIF
| Q4 25 | 79.14× | 4.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | 0.11× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | 5.31× | ||
| 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% |
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
