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Axon Enterprise（AXON）与STARWOOD PROPERTY TRUST, INC.（STWD）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STARWOOD PROPERTY TRUST, INC.的1.6倍（$807.3M vs $492.9M），Axon Enterprise净利率更高（21.0% vs 19.7%，领先1.3%），Axon Enterprise同比增速更快（33.7% vs 8.5%），过去两年Axon Enterprise的营收复合增速更高（26.6% vs -2.9%）
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。
喜达屋酒店及度假村国际集团是全球规模最大的酒店企业之一，业务涵盖酒店、度假村、水疗中心、住宅及度假产权物业的持有、运营、特许经营与管理。集团前身为1969年成立的房地产投资信托基金，1995年完成收购重组，旗下共11个品牌，管理及特许经营的物业共计1297处。
AXON vs STWD — 直观对比
营收规模更大
AXON
是对方的1.6倍
$492.9M
营收增速更快
AXON
高出25.3%
8.5%
净利率更高
AXON
高出1.3%
19.7%
两年增速更快
AXON
近两年复合增速
-2.9%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $807.3M | $492.9M |
| 净利润 | $169.3M | $96.9M |
| 毛利率 | 59.1% | — |
| 营业利润率 | 44.5% | 26.6% |
| 净利率 | 21.0% | 19.7% |
| 营收同比 | 33.7% | 8.5% |
| 净利润同比 | — | 87.7% |
| 每股收益（稀释后） | $2.05 | $0.25 |
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AXONSTWD
| Q1 26 | $807.3M | — | ||
| Q4 25 | $796.7M | $492.9M | ||
| Q3 25 | $710.6M | $488.9M | ||
| Q2 25 | $668.5M | $444.3M | ||
| Q1 25 | $603.6M | $418.2M | ||
| Q4 24 | $573.4M | $454.4M | ||
| Q3 24 | $544.3M | $479.5M | ||
| Q2 24 | $504.1M | $489.8M |
净利润AXONSTWD
| Q1 26 | $169.3M | — | ||
| Q4 25 | $2.7M | $96.9M | ||
| Q3 25 | $-2.2M | $72.6M | ||
| Q2 25 | $36.1M | $129.8M | ||
| Q1 25 | $88.0M | $112.3M | ||
| Q4 24 | $136.0M | $51.6M | ||
| Q3 24 | $67.0M | $76.1M | ||
| Q2 24 | $40.8M | $77.9M |
毛利率AXONSTWD
| Q1 26 | 59.1% | — | ||
| 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% | — |
营业利润率AXONSTWD
| Q1 26 | 44.5% | — | ||
| Q4 25 | -6.3% | 26.6% | ||
| Q3 25 | -0.3% | 19.1% | ||
| Q2 25 | -0.2% | 30.5% | ||
| Q1 25 | -1.5% | 28.7% | ||
| Q4 24 | -2.6% | 15.1% | ||
| Q3 24 | 4.4% | 17.2% | ||
| Q2 24 | 6.5% | 19.1% |
净利率AXONSTWD
| Q1 26 | 21.0% | — | ||
| Q4 25 | 0.3% | 19.7% | ||
| Q3 25 | -0.3% | 14.8% | ||
| Q2 25 | 5.4% | 29.2% | ||
| Q1 25 | 14.6% | 26.8% | ||
| Q4 24 | 23.7% | 11.4% | ||
| Q3 24 | 12.3% | 15.9% | ||
| Q2 24 | 8.1% | 15.9% |
每股收益（稀释后）AXONSTWD
| Q1 26 | $2.05 | — | ||
| Q4 25 | $0.02 | $0.25 | ||
| Q3 25 | $-0.03 | $0.19 | ||
| Q2 25 | $0.44 | $0.38 | ||
| Q1 25 | $1.08 | $0.33 | ||
| Q4 24 | $1.68 | $0.15 | ||
| Q3 24 | $0.86 | $0.23 | ||
| Q2 24 | $0.53 | $0.24 |
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 | $718.9M | $499.5M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $3.5B | $6.8B |
| 总资产 | $7.1B | $63.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AXONSTWD
| Q1 26 | $718.9M | — | ||
| Q4 25 | $1.7B | $499.5M | ||
| Q3 25 | $2.4B | $301.1M | ||
| Q2 25 | $2.1B | $259.9M | ||
| Q1 25 | $2.2B | $440.6M | ||
| Q4 24 | $788.1M | $377.8M | ||
| Q3 24 | $1.0B | $357.9M | ||
| Q2 24 | $968.9M | $259.3M |
总债务AXONSTWD
| 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AXONSTWD
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | $6.8B | ||
| Q3 25 | $3.0B | $6.9B | ||
| Q2 25 | $2.7B | $6.4B | ||
| Q1 25 | $2.6B | $6.4B | ||
| Q4 24 | $2.3B | $6.4B | ||
| Q3 24 | $2.1B | $6.5B | ||
| Q2 24 | $1.9B | $6.2B |
总资产AXONSTWD
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.0B | $63.2B | ||
| Q3 25 | $6.7B | $62.4B | ||
| Q2 25 | $6.2B | $62.4B | ||
| Q1 25 | $6.1B | $62.2B | ||
| Q4 24 | $4.5B | $62.6B | ||
| Q3 24 | $4.0B | $64.2B | ||
| Q2 24 | $3.7B | $64.1B |
负债/权益比AXONSTWD
| 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 | — | $488.8M |
| 自由现金流经营现金流 - 资本支出 | — | — |
| 自由现金流率自由现金流/营收 | — | — |
| 资本支出强度资本支出/营收 | — | — |
| 现金转化率经营现金流/净利润 | — | 5.04× |
| 过去12个月自由现金流最近4个季度 | — | — |
8季度趋势，按日历期对齐
经营现金流AXONSTWD
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $488.8M | ||
| Q3 25 | $60.0M | $337.6M | ||
| Q2 25 | $-91.7M | $-87.4M | ||
| Q1 25 | $25.8M | $238.9M | ||
| Q4 24 | $250.2M | $295.6M | ||
| Q3 24 | $91.3M | $241.8M | ||
| Q2 24 | $82.8M | $53.3M |
自由现金流AXONSTWD
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | — | ||
| Q2 25 | $-114.7M | — | ||
| Q1 25 | $932.0K | — | ||
| Q4 24 | $225.4M | — | ||
| Q3 24 | $64.8M | — | ||
| Q2 24 | $71.4M | — |
自由现金流率AXONSTWD
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | — | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 0.2% | — | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 11.9% | — | ||
| Q2 24 | 14.2% | — |
资本支出强度AXONSTWD
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 4.1% | — | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 4.9% | — | ||
| Q2 24 | 2.2% | — |
现金转化率AXONSTWD
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 5.04× | ||
| Q3 25 | — | 4.65× | ||
| Q2 25 | -2.54× | -0.67× | ||
| Q1 25 | 0.29× | 2.13× | ||
| Q4 24 | 1.84× | 5.72× | ||
| Q3 24 | 1.36× | 3.18× | ||
| Q2 24 | 2.03× | 0.68× |
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
暂无分部数据
STWD
| Commercial And Residential Lending Segment | $335.2M | 68% |
| Infrastructure Lending Segment | $70.3M | 14% |
| Property Segment | $57.8M | 12% |
| Other | $29.7M | 6% |
