vs
Axon Enterprise（AXON）与TRIMAS CORP（TRS）财务数据对比。点击上方公司名可切换其他公司
Axon Enterprise净利率更高（0.3% vs -58.4%，领先58.7%）。Axon Enterprise同比增速更快（38.9% vs -111.6%）。Axon Enterprise自由现金流更多（$155.4M vs $36.8M）。过去两年TRIMAS CORP的营收复合增速更高（NaN% vs NaN%）
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。
Trimas Corp是一家多元化工业制造企业，设计、生产和销售专业紧固件、航空航天部件、定制包装解决方案、消费及工业五金等工程产品，核心服务航空、汽车、建筑、消费品等领域，业务主要覆盖北美及部分全球市场。
AXON vs TRS — 直观对比
营收规模更大
AXON
是对方的-5.7倍
$-140.0M
营收增速更快
AXON
高出150.5%
-111.6%
净利率更高
AXON
高出58.7%
-58.4%
自由现金流更多
AXON
多$118.6M
$36.8M
两年增速更快
TRS
近两年复合增速
31.5%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $796.7M | $-140.0M |
| 净利润 | $2.7M | $81.7M |
| 毛利率 | 57.9% | — |
| 营业利润率 | -6.3% | — |
| 净利率 | 0.3% | -58.4% |
| 营收同比 | 38.9% | -111.6% |
| 净利润同比 | -98.0% | 1348.6% |
| 每股收益（稀释后） | $0.02 | $2.01 |
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AXONTRS
| Q4 25 | $796.7M | $-140.0M | ||
| Q3 25 | $710.6M | $269.3M | ||
| Q2 25 | $668.5M | $274.8M | ||
| Q1 25 | $603.6M | $241.7M | ||
| Q4 24 | $573.4M | $-66.2M | ||
| Q3 24 | $544.3M | $229.4M | ||
| Q2 24 | $504.1M | $240.5M | ||
| Q1 24 | $460.7M | $227.1M |
净利润AXONTRS
| Q4 25 | $2.7M | $81.7M | ||
| Q3 25 | $-2.2M | $9.3M | ||
| Q2 25 | $36.1M | $16.7M | ||
| Q1 25 | $88.0M | $12.4M | ||
| Q4 24 | $136.0M | $5.6M | ||
| Q3 24 | $67.0M | $2.5M | ||
| Q2 24 | $40.8M | $10.9M | ||
| Q1 24 | $133.2M | $5.1M |
毛利率AXONTRS
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 12.8% | ||
| Q2 25 | 60.4% | 13.8% | ||
| Q1 25 | 60.6% | 13.6% | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | 15.4% | ||
| Q2 24 | 60.3% | 14.4% | ||
| Q1 24 | 56.4% | 16.4% |
营业利润率AXONTRS
| Q4 25 | -6.3% | — | ||
| Q3 25 | -0.3% | 6.2% | ||
| Q2 25 | -0.2% | 9.9% | ||
| Q1 25 | -1.5% | 9.0% | ||
| Q4 24 | -2.6% | — | ||
| Q3 24 | 4.4% | 3.6% | ||
| Q2 24 | 6.5% | 7.4% | ||
| Q1 24 | 3.5% | 5.5% |
净利率AXONTRS
| Q4 25 | 0.3% | -58.4% | ||
| Q3 25 | -0.3% | 3.5% | ||
| Q2 25 | 5.4% | 6.1% | ||
| Q1 25 | 14.6% | 5.1% | ||
| Q4 24 | 23.7% | -8.5% | ||
| Q3 24 | 12.3% | 1.1% | ||
| Q2 24 | 8.1% | 4.5% | ||
| Q1 24 | 28.9% | 2.3% |
每股收益（稀释后）AXONTRS
| Q4 25 | $0.02 | $2.01 | ||
| Q3 25 | $-0.03 | $0.23 | ||
| Q2 25 | $0.44 | $0.41 | ||
| Q1 25 | $1.08 | $0.30 | ||
| Q4 24 | $1.68 | $0.14 | ||
| Q3 24 | $0.86 | $0.06 | ||
| Q2 24 | $0.53 | $0.27 | ||
| Q1 24 | $1.73 | $0.13 |
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 | $30.0M |
| 总债务越低越好 | $1.8B | $469.2M |
| 股东权益账面价值 | $3.2B | $705.6M |
| 总资产 | $7.0B | $1.5B |
| 负债/权益比越低杠杆越低 | 0.56× | 0.66× |
8季度趋势，按日历期对齐
现金及短期投资AXONTRS
| Q4 25 | $1.7B | $30.0M | ||
| Q3 25 | $2.4B | $33.6M | ||
| Q2 25 | $2.1B | $30.3M | ||
| Q1 25 | $2.2B | $32.7M | ||
| Q4 24 | $788.1M | $23.1M | ||
| Q3 24 | $1.0B | $26.9M | ||
| Q2 24 | $968.9M | $35.0M | ||
| Q1 24 | $964.1M | $30.5M |
总债务AXONTRS
| Q4 25 | $1.8B | $469.2M | ||
| Q3 25 | $2.0B | $407.1M | ||
| Q2 25 | $2.0B | $424.5M | ||
| Q1 25 | $2.0B | $434.2M | ||
| Q4 24 | $680.3M | $398.1M | ||
| Q3 24 | — | $409.9M | ||
| Q2 24 | — | $427.4M | ||
| Q1 24 | — | $424.9M |
股东权益AXONTRS
| Q4 25 | $3.2B | $705.6M | ||
| Q3 25 | $3.0B | $725.0M | ||
| Q2 25 | $2.7B | $715.3M | ||
| Q1 25 | $2.6B | $686.6M | ||
| Q4 24 | $2.3B | $667.3M | ||
| Q3 24 | $2.1B | $682.8M | ||
| Q2 24 | $1.9B | $675.9M | ||
| Q1 24 | $1.8B | $673.2M |
总资产AXONTRS
| Q4 25 | $7.0B | $1.5B | ||
| Q3 25 | $6.7B | $1.4B | ||
| Q2 25 | $6.2B | $1.4B | ||
| Q1 25 | $6.1B | $1.4B | ||
| Q4 24 | $4.5B | $1.3B | ||
| Q3 24 | $4.0B | $1.4B | ||
| Q2 24 | $3.7B | $1.4B | ||
| Q1 24 | $3.6B | $1.4B |
负债/权益比AXONTRS
| Q4 25 | 0.56× | 0.66× | ||
| Q3 25 | 0.66× | 0.56× | ||
| Q2 25 | 0.73× | 0.59× | ||
| Q1 25 | 0.79× | 0.63× | ||
| Q4 24 | 0.29× | 0.60× | ||
| Q3 24 | — | 0.60× | ||
| Q2 24 | — | 0.63× | ||
| Q1 24 | — | 0.63× |
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 | $41.5M |
| 自由现金流经营现金流 - 资本支出 | $155.4M | $36.8M |
| 自由现金流率自由现金流/营收 | 19.5% | -26.3% |
| 资本支出强度资本支出/营收 | 7.8% | -3.4% |
| 现金转化率经营现金流/净利润 | 79.14× | 0.51× |
| 过去12个月自由现金流最近4个季度 | $75.1M | $69.1M |
8季度趋势，按日历期对齐
经营现金流AXONTRS
| Q4 25 | $217.2M | $41.5M | ||
| Q3 25 | $60.0M | $36.5M | ||
| Q2 25 | $-91.7M | $30.3M | ||
| Q1 25 | $25.8M | $9.2M | ||
| Q4 24 | $250.2M | $27.1M | ||
| Q3 24 | $91.3M | $22.0M | ||
| Q2 24 | $82.8M | $18.4M | ||
| Q1 24 | $-15.9M | $-3.7M |
自由现金流AXONTRS
| Q4 25 | $155.4M | $36.8M | ||
| Q3 25 | $33.4M | $22.8M | ||
| Q2 25 | $-114.7M | $13.2M | ||
| Q1 25 | $932.0K | $-3.8M | ||
| Q4 24 | $225.4M | $12.1M | ||
| Q3 24 | $64.8M | $10.2M | ||
| Q2 24 | $71.4M | $7.5M | ||
| Q1 24 | $-32.1M | $-16.9M |
自由现金流率AXONTRS
| Q4 25 | 19.5% | -26.3% | ||
| Q3 25 | 4.7% | 8.5% | ||
| Q2 25 | -17.2% | 4.8% | ||
| Q1 25 | 0.2% | -1.6% | ||
| Q4 24 | 39.3% | -18.3% | ||
| Q3 24 | 11.9% | 4.4% | ||
| Q2 24 | 14.2% | 3.1% | ||
| Q1 24 | -7.0% | -7.5% |
资本支出强度AXONTRS
| Q4 25 | 7.8% | -3.4% | ||
| Q3 25 | 3.7% | 5.1% | ||
| Q2 25 | 3.4% | 6.2% | ||
| Q1 25 | 4.1% | 5.4% | ||
| Q4 24 | 4.3% | -22.6% | ||
| Q3 24 | 4.9% | 5.2% | ||
| Q2 24 | 2.2% | 4.5% | ||
| Q1 24 | 3.5% | 5.8% |
现金转化率AXONTRS
| Q4 25 | 79.14× | 0.51× | ||
| Q3 25 | — | 3.92× | ||
| Q2 25 | -2.54× | 1.81× | ||
| Q1 25 | 0.29× | 0.74× | ||
| Q4 24 | 1.84× | 4.80× | ||
| Q3 24 | 1.36× | 8.71× | ||
| Q2 24 | 2.03× | 1.68× | ||
| Q1 24 | -0.12× | -0.72× |
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% |
TRS
暂无分部数据
