异动解读 | 业绩不及预期,Axon Enterprise盘前大跌19.42%

异动解读
Nov 05, 2025

泰瑟枪制造商Axon Enterprise(AXON)今日盘前股价大跌19.42%,主要原因是公司公布的第三季度财报未能达到分析师预期。

根据公司公布的财报,Axon第三季度调整后每股收益为1.17美元,显著低于分析师平均预期的1.52美元。公司表示,业绩不及预期的主要原因是特朗普政府实施的关税政策导致成本上升。这一外部因素对公司的盈利能力造成了显著影响。尽管公司季度营收达到7.106亿美元,略高于预期的7.035亿美元,但并未能抵消利润方面的失望。

值得注意的是,Axon宣布将以6.25亿美元的估值收购应急通信与响应平台Carbyne,预计该交易将于2026年第一季度完成。此外,公司上调了2025年的营收预期,预计约为27.4亿美元,高于此前26.5亿至27.3亿美元的预测范围。尽管本季度表现欠佳导致股价大跌,但Axon股价今年迄今仍累计上涨约19%,显示出投资者对公司长期发展前景仍持相对乐观态度。

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