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Axon Enterprise（AXON）与铁姆肯公司（TKR）财务数据对比。点击上方公司名可切换其他公司
铁姆肯公司的季度营收约是Axon Enterprise的1.4倍（$1.1B vs $796.7M）。铁姆肯公司净利率更高（5.6% vs 0.3%，领先5.3%）。Axon Enterprise同比增速更快（38.9% vs 3.5%）。Axon Enterprise自由现金流更多（$155.4M vs $140.7M）。过去两年Axon Enterprise的营收复合增速更高（31.5% vs -3.4%）
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。
铁姆肯公司是全球领先的工程轴承与工业运动产品制造商，总部位于美国俄亥俄州北坎顿市，业务覆盖全球45个国家，可为多个工业领域客户提供高品质的相关产品及适配解决方案。
AXON vs TKR — 直观对比
营收规模更大
TKR
是对方的1.4倍
$796.7M
营收增速更快
AXON
高出35.5%
3.5%
净利率更高
TKR
高出5.3%
0.3%
自由现金流更多
AXON
多$14.7M
$140.7M
两年增速更快
AXON
近两年复合增速
-3.4%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $1.1B |
| 净利润 | $2.7M | $62.3M |
| 毛利率 | 57.9% | 29.3% |
| 营业利润率 | -6.3% | 9.8% |
| 净利率 | 0.3% | 5.6% |
| 营收同比 | 38.9% | 3.5% |
| 净利润同比 | -98.0% | -12.5% |
| 每股收益（稀释后） | $0.02 | $0.89 |
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AXONTKR
| Q4 25 | $796.7M | $1.1B | ||
| Q3 25 | $710.6M | $1.2B | ||
| Q2 25 | $668.5M | $1.2B | ||
| Q1 25 | $603.6M | $1.1B | ||
| Q4 24 | $573.4M | $1.1B | ||
| Q3 24 | $544.3M | $1.1B | ||
| Q2 24 | $504.1M | $1.2B | ||
| Q1 24 | $460.7M | $1.2B |
净利润AXONTKR
| Q4 25 | $2.7M | $62.3M | ||
| Q3 25 | $-2.2M | $69.3M | ||
| Q2 25 | $36.1M | $78.5M | ||
| Q1 25 | $88.0M | $78.3M | ||
| Q4 24 | $136.0M | $71.2M | ||
| Q3 24 | $67.0M | $81.8M | ||
| Q2 24 | $40.8M | $96.2M | ||
| Q1 24 | $133.2M | $103.5M |
毛利率AXONTKR
| Q4 25 | 57.9% | 29.3% | ||
| Q3 25 | 60.1% | 30.2% | ||
| Q2 25 | 60.4% | 30.7% | ||
| Q1 25 | 60.6% | 31.5% | ||
| Q4 24 | 60.5% | 30.3% | ||
| Q3 24 | 60.8% | 30.6% | ||
| Q2 24 | 60.3% | 31.6% | ||
| Q1 24 | 56.4% | 33.4% |
营业利润率AXONTKR
| Q4 25 | -6.3% | 9.8% | ||
| Q3 25 | -0.3% | 12.0% | ||
| Q2 25 | -0.2% | 12.6% | ||
| Q1 25 | -1.5% | 12.6% | ||
| Q4 24 | -2.6% | 10.5% | ||
| Q3 24 | 4.4% | 13.0% | ||
| Q2 24 | 6.5% | 14.1% | ||
| Q1 24 | 3.5% | 15.5% |
净利率AXONTKR
| Q4 25 | 0.3% | 5.6% | ||
| Q3 25 | -0.3% | 6.0% | ||
| Q2 25 | 5.4% | 6.7% | ||
| Q1 25 | 14.6% | 6.9% | ||
| Q4 24 | 23.7% | 6.6% | ||
| Q3 24 | 12.3% | 7.3% | ||
| Q2 24 | 8.1% | 8.1% | ||
| Q1 24 | 28.9% | 8.7% |
每股收益（稀释后）AXONTKR
| Q4 25 | $0.02 | $0.89 | ||
| Q3 25 | $-0.03 | $0.99 | ||
| Q2 25 | $0.44 | $1.12 | ||
| Q1 25 | $1.08 | $1.11 | ||
| Q4 24 | $1.68 | $1.01 | ||
| Q3 24 | $0.86 | $1.16 | ||
| Q2 24 | $0.53 | $1.36 | ||
| Q1 24 | $1.73 | $1.46 |
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 | $364.4M |
| 总债务越低越好 | $1.8B | $1.9B |
| 股东权益账面价值 | $3.2B | $3.2B |
| 总资产 | $7.0B | $6.7B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.60× |
8季度趋势，按日历期对齐
现金及短期投资AXONTKR
| Q4 25 | $1.7B | $364.4M | ||
| Q3 25 | $2.4B | $449.1M | ||
| Q2 25 | $2.1B | $419.3M | ||
| Q1 25 | $2.2B | $376.1M | ||
| Q4 24 | $788.1M | $373.2M | ||
| Q3 24 | $1.0B | $412.7M | ||
| Q2 24 | $968.9M | $469.9M | ||
| Q1 24 | $964.1M | $421.9M |
总债务AXONTKR
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $680.3M | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
股东权益AXONTKR
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.0B | $3.1B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $1.9B | $2.8B | ||
| Q1 24 | $1.8B | $2.6B |
总资产AXONTKR
| Q4 25 | $7.0B | $6.7B | ||
| Q3 25 | $6.7B | $6.8B | ||
| Q2 25 | $6.2B | $6.8B | ||
| Q1 25 | $6.1B | $6.6B | ||
| Q4 24 | $4.5B | $6.4B | ||
| Q3 24 | $4.0B | $6.8B | ||
| Q2 24 | $3.7B | $6.6B | ||
| Q1 24 | $3.6B | $6.5B |
负债/权益比AXONTKR
| Q4 25 | 0.56× | 0.60× | ||
| Q3 25 | 0.66× | 0.67× | ||
| Q2 25 | 0.73× | 0.70× | ||
| Q1 25 | 0.79× | 0.73× | ||
| Q4 24 | 0.29× | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
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 | $183.3M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $140.7M |
| 自由现金流率自由现金流/营收 | 19.5% | 12.7% |
| 资本支出强度资本支出/营收 | 7.8% | 3.8% |
| 现金转化率经营现金流/净利润 | 79.14× | 2.94× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $406.1M |
8季度趋势，按日历期对齐
经营现金流AXONTKR
| Q4 25 | $217.2M | $183.3M | ||
| Q3 25 | $60.0M | $201.1M | ||
| Q2 25 | $-91.7M | $111.3M | ||
| Q1 25 | $25.8M | $58.6M | ||
| Q4 24 | $250.2M | $178.6M | ||
| Q3 24 | $91.3M | $123.2M | ||
| Q2 24 | $82.8M | $124.6M | ||
| Q1 24 | $-15.9M | $49.3M |
自由现金流AXONTKR
| Q4 25 | $155.4M | $140.7M | ||
| Q3 25 | $33.4M | $163.8M | ||
| Q2 25 | $-114.7M | $78.2M | ||
| Q1 25 | $932.0K | $23.4M | ||
| Q4 24 | $225.4M | $125.0M | ||
| Q3 24 | $64.8M | $88.2M | ||
| Q2 24 | $71.4M | $87.3M | ||
| Q1 24 | $-32.1M | $5.2M |
自由现金流率AXONTKR
| Q4 25 | 19.5% | 12.7% | ||
| Q3 25 | 4.7% | 14.2% | ||
| Q2 25 | -17.2% | 6.7% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 39.3% | 11.6% | ||
| Q3 24 | 11.9% | 7.8% | ||
| Q2 24 | 14.2% | 7.4% | ||
| Q1 24 | -7.0% | 0.4% |
资本支出强度AXONTKR
| Q4 25 | 7.8% | 3.8% | ||
| Q3 25 | 3.7% | 3.2% | ||
| Q2 25 | 3.4% | 2.8% | ||
| Q1 25 | 4.1% | 3.1% | ||
| Q4 24 | 4.3% | 5.0% | ||
| Q3 24 | 4.9% | 3.1% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | 3.5% | 3.7% |
现金转化率AXONTKR
| Q4 25 | 79.14× | 2.94× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | -2.54× | 1.42× | ||
| Q1 25 | 0.29× | 0.75× | ||
| Q4 24 | 1.84× | 2.51× | ||
| Q3 24 | 1.36× | 1.51× | ||
| Q2 24 | 2.03× | 1.30× | ||
| Q1 24 | -0.12× | 0.48× |
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% |
TKR
暂无分部数据
