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Axon Enterprise(AXON)与Worthington Steel, Inc.(WS)财务数据对比。点击上方公司名可切换其他公司
Worthington Steel, Inc.的季度营收约是Axon Enterprise的1.1倍($871.9M vs $807.3M),Axon Enterprise净利率更高(21.0% vs 2.2%,领先18.8%),Axon Enterprise同比增速更快(33.7% vs 18.0%),过去两年Axon Enterprise的营收复合增速更高(26.6% vs 3.9%)
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。
沃辛顿钢铁是总部位于美国俄亥俄州哥伦布市的工业制造企业,下设消费品和建筑建材两大业务板块,主营各类压力容器的设计与生产,覆盖丙烷、氧气、氦气储罐,制冷剂及工业气瓶,露营与民用气瓶,以及用于存储、处理、加热、扩容和流量控制的供水系统罐体等产品。
AXON vs WS — 直观对比
营收规模更大
WS
是对方的1.1倍
$807.3M
营收增速更快
AXON
高出15.8%
18.0%
净利率更高
AXON
高出18.8%
2.2%
两年增速更快
AXON
近两年复合增速
3.9%
损益表 — Q1 FY2026 vs Q2 FY2026
| 指标 | ||
|---|---|---|
| 营收 | $807.3M | $871.9M |
| 净利润 | $169.3M | $18.8M |
| 毛利率 | 59.1% | 10.7% |
| 营业利润率 | 44.5% | 2.5% |
| 净利率 | 21.0% | 2.2% |
| 营收同比 | 33.7% | 18.0% |
| 净利润同比 | — | 46.9% |
| 每股收益(稀释后) | $2.05 | $0.37 |
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
WS
| Q1 26 | $807.3M | — | ||
| Q4 25 | $796.7M | $871.9M | ||
| Q3 25 | $710.6M | $872.9M | ||
| Q2 25 | $668.5M | $832.9M | ||
| Q1 25 | $603.6M | $687.4M | ||
| Q4 24 | $573.4M | $739.0M | ||
| Q3 24 | $544.3M | $834.0M | ||
| Q2 24 | $504.1M | — |
净利润
AXON
WS
| Q1 26 | $169.3M | — | ||
| Q4 25 | $2.7M | $18.8M | ||
| Q3 25 | $-2.2M | $36.8M | ||
| Q2 25 | $36.1M | $55.7M | ||
| Q1 25 | $88.0M | $13.8M | ||
| Q4 24 | $136.0M | $12.8M | ||
| Q3 24 | $67.0M | $28.4M | ||
| Q2 24 | $40.8M | — |
毛利率
AXON
WS
| Q1 26 | 59.1% | — | ||
| Q4 25 | 57.9% | 10.7% | ||
| Q3 25 | 60.1% | 13.2% | ||
| Q2 25 | 60.4% | 15.2% | ||
| Q1 25 | 60.6% | 11.8% | ||
| Q4 24 | 60.5% | 10.8% | ||
| Q3 24 | 60.8% | 12.0% | ||
| Q2 24 | 60.3% | — |
营业利润率
AXON
WS
| Q1 26 | 44.5% | — | ||
| Q4 25 | -6.3% | 2.5% | ||
| Q3 25 | -0.3% | 5.5% | ||
| Q2 25 | -0.2% | 8.0% | ||
| Q1 25 | -1.5% | 2.7% | ||
| Q4 24 | -2.6% | 2.6% | ||
| Q3 24 | 4.4% | 5.2% | ||
| Q2 24 | 6.5% | — |
净利率
AXON
WS
| Q1 26 | 21.0% | — | ||
| Q4 25 | 0.3% | 2.2% | ||
| Q3 25 | -0.3% | 4.2% | ||
| Q2 25 | 5.4% | 6.7% | ||
| Q1 25 | 14.6% | 2.0% | ||
| Q4 24 | 23.7% | 1.7% | ||
| Q3 24 | 12.3% | 3.4% | ||
| Q2 24 | 8.1% | — |
每股收益(稀释后)
AXON
WS
| Q1 26 | $2.05 | — | ||
| Q4 25 | $0.02 | $0.37 | ||
| Q3 25 | $-0.03 | $0.72 | ||
| Q2 25 | $0.44 | $1.11 | ||
| Q1 25 | $1.08 | $0.27 | ||
| Q4 24 | $1.68 | $0.25 | ||
| Q3 24 | $0.86 | $0.56 | ||
| Q2 24 | $0.53 | — |
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 | $89.8M |
| 总债务越低越好 | — | $72.1M |
| 股东权益账面价值 | $3.5B | $1.1B |
| 总资产 | $7.1B | $2.1B |
| 负债/权益比越低杠杆越低 | — | 0.06× |
8季度趋势,按日历期对齐
现金及短期投资
AXON
WS
| Q1 26 | $718.9M | — | ||
| Q4 25 | $1.7B | $89.8M | ||
| Q3 25 | $2.4B | $78.3M | ||
| Q2 25 | $2.1B | $38.0M | ||
| Q1 25 | $2.2B | $63.3M | ||
| Q4 24 | $788.1M | $52.0M | ||
| Q3 24 | $1.0B | $36.0M | ||
| Q2 24 | $968.9M | — |
总债务
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | $72.1M | ||
| Q3 25 | $2.0B | $73.4M | ||
| Q2 25 | $2.0B | $151.5M | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | $115.0M | ||
| Q3 24 | — | $122.2M | ||
| Q2 24 | — | — |
股东权益
AXON
WS
| Q1 26 | $3.5B | — | ||
| Q4 25 | $3.2B | $1.1B | ||
| Q3 25 | $3.0B | $1.1B | ||
| Q2 25 | $2.7B | $1.1B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.3B | $1.0B | ||
| Q3 24 | $2.1B | $1.0B | ||
| Q2 24 | $1.9B | — |
总资产
AXON
WS
| Q1 26 | $7.1B | — | ||
| Q4 25 | $7.0B | $2.1B | ||
| Q3 25 | $6.7B | $2.2B | ||
| Q2 25 | $6.2B | $2.0B | ||
| Q1 25 | $6.1B | $1.8B | ||
| Q4 24 | $4.5B | $1.7B | ||
| Q3 24 | $4.0B | $1.8B | ||
| Q2 24 | $3.7B | — |
负债/权益比
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | 0.06× | ||
| Q3 25 | 0.66× | 0.07× | ||
| Q2 25 | 0.73× | 0.14× | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | 0.11× | ||
| Q3 24 | — | 0.12× | ||
| 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 | — | $99.3M |
| 自由现金流经营现金流 - 资本支出 | — | $74.6M |
| 自由现金流率自由现金流/营收 | — | 8.6% |
| 资本支出强度资本支出/营收 | — | 2.8% |
| 现金转化率经营现金流/净利润 | — | 5.28× |
| 过去12个月自由现金流最近4个季度 | — | $72.5M |
8季度趋势,按日历期对齐
经营现金流
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $99.3M | ||
| Q3 25 | $60.0M | $-6.3M | ||
| Q2 25 | $-91.7M | $53.9M | ||
| Q1 25 | $25.8M | $53.8M | ||
| Q4 24 | $250.2M | $68.0M | ||
| Q3 24 | $91.3M | $54.6M | ||
| Q2 24 | $82.8M | — |
自由现金流
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $74.6M | ||
| Q3 25 | $33.4M | $-35.7M | ||
| Q2 25 | $-114.7M | $8.4M | ||
| Q1 25 | $932.0K | $25.2M | ||
| Q4 24 | $225.4M | $33.2M | ||
| Q3 24 | $64.8M | $33.1M | ||
| Q2 24 | $71.4M | — |
自由现金流率
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 8.6% | ||
| Q3 25 | 4.7% | -4.1% | ||
| Q2 25 | -17.2% | 1.0% | ||
| Q1 25 | 0.2% | 3.7% | ||
| Q4 24 | 39.3% | 4.5% | ||
| Q3 24 | 11.9% | 4.0% | ||
| Q2 24 | 14.2% | — |
资本支出强度
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 2.8% | ||
| Q3 25 | 3.7% | 3.4% | ||
| Q2 25 | 3.4% | 5.5% | ||
| Q1 25 | 4.1% | 4.2% | ||
| Q4 24 | 4.3% | 4.7% | ||
| Q3 24 | 4.9% | 2.6% | ||
| Q2 24 | 2.2% | — |
现金转化率
AXON
WS
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 5.28× | ||
| Q3 25 | — | -0.17× | ||
| Q2 25 | -2.54× | 0.97× | ||
| Q1 25 | 0.29× | 3.90× | ||
| Q4 24 | 1.84× | 5.31× | ||
| Q3 24 | 1.36× | 1.92× | ||
| Q2 24 | 2.03× | — |
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
WS
| Direct | $844.1M | 97% |
| Toll | $27.8M | 3% |