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Axon Enterprise(AXON)与SILGAN HOLDINGS INC(SLGN)财务数据对比。点击上方公司名可切换其他公司
SILGAN HOLDINGS INC的季度营收约是Axon Enterprise的1.8倍($1.5B vs $796.7M)。SILGAN HOLDINGS INC净利率更高(1.2% vs 0.3%,领先0.9%)。Axon Enterprise同比增速更快(38.9% vs 4.1%)。SILGAN HOLDINGS INC自由现金流更多($1.2B vs $155.4M)。过去两年Axon Enterprise的营收复合增速更高(31.5% vs 5.6%)
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。
西尔根控股是一家总部位于美国康涅狄格州的消费品包装制造企业,1987年由原大陆制罐公司的两名高管菲尔·西尔弗与格雷格·霍里根共同创立,公司名称正是取自两位创始人的名字组合,目前在全球包装供应链中占据重要市场地位,为众多快消品牌提供各类包装解决方案。
AXON vs SLGN — 直观对比
营收规模更大
SLGN
是对方的1.8倍
$796.7M
营收增速更快
AXON
高出34.9%
4.1%
净利率更高
SLGN
高出0.9%
0.3%
自由现金流更多
SLGN
多$1.1B
$155.4M
两年增速更快
AXON
近两年复合增速
5.6%
损益表 — Q4 2025 vs Q4 2025
| 指标 | ||
|---|---|---|
| 营收 | $796.7M | $1.5B |
| 净利润 | $2.7M | $18.2M |
| 毛利率 | 57.9% | 17.2% |
| 营业利润率 | -6.3% | 3.6% |
| 净利率 | 0.3% | 1.2% |
| 营收同比 | 38.9% | 4.1% |
| 净利润同比 | -98.0% | -59.6% |
| 每股收益(稀释后) | $0.02 | $0.18 |
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
AXON
SLGN
| Q4 25 | $796.7M | $1.5B | ||
| Q3 25 | $710.6M | $2.0B | ||
| Q2 25 | $668.5M | $1.5B | ||
| Q1 25 | $603.6M | $1.5B | ||
| Q4 24 | $573.4M | $1.4B | ||
| Q3 24 | $544.3M | $1.7B | ||
| Q2 24 | $504.1M | $1.4B | ||
| Q1 24 | $460.7M | $1.3B |
净利润
AXON
SLGN
| Q4 25 | $2.7M | $18.2M | ||
| Q3 25 | $-2.2M | $113.3M | ||
| Q2 25 | $36.1M | $88.9M | ||
| Q1 25 | $88.0M | $68.0M | ||
| Q4 24 | $136.0M | $45.1M | ||
| Q3 24 | $67.0M | $100.1M | ||
| Q2 24 | $40.8M | $76.1M | ||
| Q1 24 | $133.2M | $55.2M |
毛利率
AXON
SLGN
| Q4 25 | 57.9% | 17.2% | ||
| Q3 25 | 60.1% | 16.3% | ||
| Q2 25 | 60.4% | 19.4% | ||
| Q1 25 | 60.6% | 18.4% | ||
| Q4 24 | 60.5% | 16.9% | ||
| Q3 24 | 60.8% | 16.8% | ||
| Q2 24 | 60.3% | 18.5% | ||
| Q1 24 | 56.4% | 17.0% |
营业利润率
AXON
SLGN
| Q4 25 | -6.3% | 3.6% | ||
| Q3 25 | -0.3% | 7.4% | ||
| Q2 25 | -0.2% | 7.7% | ||
| Q1 25 | -1.5% | 6.0% | ||
| Q4 24 | -2.6% | 3.4% | ||
| Q3 24 | 4.4% | 7.2% | ||
| Q2 24 | 6.5% | 7.3% | ||
| Q1 24 | 3.5% | 5.5% |
净利率
AXON
SLGN
| Q4 25 | 0.3% | 1.2% | ||
| Q3 25 | -0.3% | 5.6% | ||
| Q2 25 | 5.4% | 5.8% | ||
| Q1 25 | 14.6% | 4.6% | ||
| Q4 24 | 23.7% | 3.2% | ||
| Q3 24 | 12.3% | 5.7% | ||
| Q2 24 | 8.1% | 5.5% | ||
| Q1 24 | 28.9% | 4.2% |
每股收益(稀释后)
AXON
SLGN
| Q4 25 | $0.02 | $0.18 | ||
| Q3 25 | $-0.03 | $1.06 | ||
| Q2 25 | $0.44 | $0.83 | ||
| Q1 25 | $1.08 | $0.63 | ||
| Q4 24 | $1.68 | $0.42 | ||
| Q3 24 | $0.86 | $0.93 | ||
| Q2 24 | $0.53 | $0.71 | ||
| Q1 24 | $1.73 | $0.52 |
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 | $1.1B |
| 总债务越低越好 | $1.8B | — |
| 股东权益账面价值 | $3.2B | $2.3B |
| 总资产 | $7.0B | $9.4B |
| 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
AXON
SLGN
| Q4 25 | $1.7B | $1.1B | ||
| Q3 25 | $2.4B | $389.2M | ||
| Q2 25 | $2.1B | $317.5M | ||
| Q1 25 | $2.2B | $353.0M | ||
| Q4 24 | $788.1M | $822.9M | ||
| Q3 24 | $1.0B | $368.5M | ||
| Q2 24 | $968.9M | $302.8M | ||
| Q1 24 | $964.1M | $308.6M |
总债务
AXON
SLGN
| 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
AXON
SLGN
| Q4 25 | $3.2B | $2.3B | ||
| Q3 25 | $3.0B | $2.3B | ||
| Q2 25 | $2.7B | $2.2B | ||
| Q1 25 | $2.6B | $2.1B | ||
| Q4 24 | $2.3B | $2.0B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $1.9B | $1.9B | ||
| Q1 24 | $1.8B | $1.9B |
总资产
AXON
SLGN
| Q4 25 | $7.0B | $9.4B | ||
| Q3 25 | $6.7B | $9.5B | ||
| Q2 25 | $6.2B | $9.4B | ||
| Q1 25 | $6.1B | $8.8B | ||
| Q4 24 | $4.5B | $8.6B | ||
| Q3 24 | $4.0B | $7.7B | ||
| Q2 24 | $3.7B | $7.7B | ||
| Q1 24 | $3.6B | $7.6B |
负债/权益比
AXON
SLGN
| 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 | $1.3B |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $1.2B |
| 自由现金流率自由现金流/营收 | 19.5% | 83.2% |
| 资本支出强度资本支出/营收 | 7.8% | 4.9% |
| 现金转化率经营现金流/净利润 | 79.14× | 71.07× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $422.7M |
8季度趋势,按日历期对齐
经营现金流
AXON
SLGN
| Q4 25 | $217.2M | $1.3B | ||
| Q3 25 | $60.0M | $340.9M | ||
| Q2 25 | $-91.7M | $-221.4M | ||
| Q1 25 | $25.8M | $-683.4M | ||
| Q4 24 | $250.2M | $935.8M | ||
| Q3 24 | $91.3M | $313.0M | ||
| Q2 24 | $82.8M | $20.9M | ||
| Q1 24 | $-15.9M | $-547.8M |
自由现金流
AXON
SLGN
| Q4 25 | $155.4M | $1.2B | ||
| Q3 25 | $33.4M | $260.8M | ||
| Q2 25 | $-114.7M | $-294.2M | ||
| Q1 25 | $932.0K | $-766.3M | ||
| Q4 24 | $225.4M | $865.0M | ||
| Q3 24 | $64.8M | $252.4M | ||
| Q2 24 | $71.4M | $-35.3M | ||
| Q1 24 | $-32.1M | $-623.1M |
自由现金流率
AXON
SLGN
| Q4 25 | 19.5% | 83.2% | ||
| Q3 25 | 4.7% | 13.0% | ||
| Q2 25 | -17.2% | -19.1% | ||
| Q1 25 | 0.2% | -52.2% | ||
| Q4 24 | 39.3% | 61.3% | ||
| Q3 24 | 11.9% | 14.5% | ||
| Q2 24 | 14.2% | -2.6% | ||
| Q1 24 | -7.0% | -47.3% |
资本支出强度
AXON
SLGN
| Q4 25 | 7.8% | 4.9% | ||
| Q3 25 | 3.7% | 4.0% | ||
| Q2 25 | 3.4% | 4.7% | ||
| Q1 25 | 4.1% | 5.7% | ||
| Q4 24 | 4.3% | 5.0% | ||
| Q3 24 | 4.9% | 3.5% | ||
| Q2 24 | 2.2% | 4.1% | ||
| Q1 24 | 3.5% | 5.7% |
现金转化率
AXON
SLGN
| Q4 25 | 79.14× | 71.07× | ||
| Q3 25 | — | 3.01× | ||
| Q2 25 | -2.54× | -2.49× | ||
| Q1 25 | 0.29× | -10.06× | ||
| Q4 24 | 1.84× | 20.77× | ||
| Q3 24 | 1.36× | 3.13× | ||
| Q2 24 | 2.03× | 0.27× | ||
| Q1 24 | -0.12× | -9.93× |
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% |
SLGN
| Metal Containers | $675.6M | 46% |
| Dispensing And Specialty Closures | $643.6M | 44% |
| Custom Containers | $149.4M | 10% |