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Financial overlay · last 12 quarters
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0.8B | $0.2B | $0.0B | $-0.1B | 21.0% | 3.6% |
| 2025-12-31 | $0.8B | $0.0B | $-0.1B | $0.2B | 0.3% | -6.3% |
| 2025-09-30 | $0.7B | $-0.0B | $-0.0B | $0.0B | -0.3% | -0.3% |
| 2025-06-30 | $0.7B | $0.0B | $-0.0B | $-0.1B | 5.4% | -0.2% |
| 2025-03-31 | $0.6B | $0.1B | $-0.0B | $0.0B | 14.6% | -1.5% |
Earnings replay · last 20 reports
| Date | EPS actual | EPS est | Surprise |
|---|---|---|---|
| 2026-05-06 | 1.61 | 1.60 | +0.8% |
| 2026-02-24 | 2.15 | 1.60 | +34.5% |
| 2025-11-04 | -0.03 | -0.03 | +13.3% |
| 2025-08-04 | 2.12 | 1.46 | +45.0% |
| 2025-05-07 | 1.41 | 1.28 | +10.2% |
| 2025-02-25 | 2.08 | 1.40 | +48.2% |
| 2024-11-07 | 1.45 | 1.20 | +21.0% |
| 2024-08-06 | 1.20 | 0.98 | +22.7% |
| 2024-05-06 | 1.15 | 0.95 | +21.6% |
| 2024-02-27 | 1.12 | 0.85 | +31.2% |
| 2023-11-07 | 1.02 | 0.76 | +34.8% |
| 2023-08-08 | 1.11 | 0.62 | +78.6% |
| 2023-05-09 | 0.88 | 0.54 | +64.4% |
| 2023-02-28 | 0.70 | 0.51 | +37.3% |
| 2022-11-08 | 0.60 | 0.49 | +23.4% |
| 2022-08-09 | 0.44 | 0.39 | +13.1% |
| 2022-05-10 | 0.45 | 0.29 | +53.2% |
| 2022-02-24 | 0.46 | 0.17 | +174.9% |
| 2021-11-15 | 1.17 | 0.26 | +347.2% |
| 2021-08-05 | 0.38 | 0.23 | +62.1% |
Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).
Peer comparison · Industrials
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| AXON ★ | $40B | 196.0 | 46.4 | 13.2 | 394.8 | 11.2 | 59.5% | 33.7% | 89.8% | 0.16% |
| GE | $332B | 39.5 | 36.6 | 6.9 | 31.0 | 17.8 | 31.1% | 24.7% | -1.8% | 1.71% |
| RTX | $235B | 32.6 | 23.1 | 2.6 | 17.6 | 3.5 | 20.2% | 8.7% | 32.5% | 3.08% |
| CAT | $419B | 45.3 | 30.3 | 5.9 | 31.5 | 22.5 | 28.6% | 22.2% | 30.2% | 0.90% |
| HON | $149B | 37.5 | 20.5 | 4.0 | 20.6 | 11.0 | 36.9% | 2.4% | -41.9% | 1.97% |
| BA | $172B | 86.0 | 52.1 | 1.9 | -61.7 | 28.7 | 4.8% | 14.0% | — | 1.49% |
| UNP | $157B | 21.8 | 19.3 | 6.4 | 14.9 | 8.5 | 56.5% | 3.2% | 6.2% | 2.57% |
| LMT | $118B | 24.9 | 16.0 | 1.6 | 17.2 | 15.8 | 9.9% | 0.3% | -11.5% | 3.37% |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Top institutional holders
Top-10 concentration: 41.49%
| Holder | Shares | % out |
|---|---|---|
| Blackrock Inc. | 7,989,186 | 9.91% |
| Vanguard Capital Management LLC | 5,043,125 | 6.26% |
| State Street Corporation | 3,681,962 | 4.57% |
| Vanguard Portfolio Management LLC | 3,604,673 | 4.47% |
| BAILLIE GIFFORD & CO | 2,459,727 | 3.05% |
| Wellington Management Group, LLP | 2,418,116 | 3.00% |
| FMR, LLC | 2,396,339 | 2.97% |
| Geode Capital Management, LLC | 2,256,286 | 2.80% |
| Edgewood Management Llc | 2,028,423 | 2.52% |
| Sands Capital Management, LLC | 1,564,504 | 1.94% |
Insider activity · 90d
No insider trades for AXON in last 90d.
Analyst estimates
yfinanceConsensus: buy (mean 1.6). Distribution requires FINNHUB_API_KEY.
SEC filings
| Form | Filed | Description | Action |
|---|---|---|---|
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-02 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 8-K | 2026-06-01 | 8-K | view · |
| 4 | 2026-05-26 | FORM 4 | view · |
| 13F-HR | 2026-05-15 | Institutional holdings (13F) | view · |
| 10-Q | 2026-05-07 | 10-Q | view · |
| 8-K | 2026-05-06 | 8-K | view · |
| DEF 14A | 2026-04-16 | DEF 14A | view · |
| 8-K | 2026-04-10 | 8-K | view · |
| 4 | 2026-04-02 | FORM 4 | view · |
| 4 | 2026-03-19 | FORM 4 | view · |
| 4 | 2026-03-18 | FORM 4 | view · |
| 8-K | 2026-03-11 | 8-K | view · |
| 4 | 2026-03-11 | FORM 4 | view · |
| 4 | 2026-03-11 | FORM 4 | view · |
| 4 | 2026-03-11 | FORM 4 | view · |
| 4 | 2026-03-04 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-02-26 | FORM 4 | view · |
| 10-K | 2026-02-25 | 10-K | view · |
| 8-K | 2026-02-24 | 8-K | view · |
| 13F-HR | 2026-02-17 | Institutional holdings (13F) | view · |
| 8-K | 2026-02-13 | 8-K | view · |
| 4 | 2026-01-08 | FORM 4 | view · |
| 4 | 2025-12-23 | FORM 4 | view · |
| 8-K | 2025-12-18 | 8-K | view · |
| 4 | 2025-12-17 | FORM 4 | view · |
| 4 | 2025-12-16 | FORM 4 | view · |
| 4 | 2025-12-12 | FORM 4 | view · |
| 8-K | 2025-12-10 | 8-K | view · |
| 4 | 2025-12-09 | FORM 4 | view · |
| 4 | 2025-12-09 | FORM 4 | view · |
| 4 | 2025-12-08 | FORM 4 | view · |
| 4 | 2025-12-08 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-12-03 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 4 | 2025-11-17 | FORM 4 | view · |
| 13F-HR | 2025-11-14 | Institutional holdings (13F) | view · |
| 4 | 2025-11-13 | FORM 4 | view · |
| 4 | 2025-11-12 | FORM 4 | view · |
| 10-Q | 2025-11-05 | 10-Q | view · |
| 4 | 2025-11-04 | FORM 4 | view · |
About
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated hardware solutions, such as conducted energy devices under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, accessories, extended warranties, and related hardware products, as well as virtual reality training hardware. The company serves first responders across international, federal, state, and local governments, international governmental entities, commercial enterprises, and consumers through direct sales, distribution partners, and third-party resellers. The company was formerly known as TASER International, Inc. and changed its name to Axon Ent…