Axon Enterprise, Inc.
NASDAQ•AXON
CEO: Mr. Patrick W. Smith
Sector: Industrials
Industry: Aerospace & Defense
Listing Date: 2001-06-19
Axon Enterprise, Inc. develops, manufactures, and sells conducted energy devices (CEDs) under the TASER brand in the United States and internationally. It operates through two segments, Software and Sensors, and TASER. The company also offers hardware and cloud-based software solutions that enable law enforcement to capture, securely store, manage, share, and analyze video and other digital evidence. Its products include axon officer safety plan; taser 10, taser7, taser X26P, taser X2, taser 7 CQ, and civilian series; cameras, such as axon body, axon flex, axon fleet, axon air, axon signal sidearm, axon signal vehicle, axon interview, and axon interview portable kit; software, including axon records, evidence, standards, commander, performance, auto-transcribe, justice, investigate, respond, and justice, my90, and redaction assistant; mobile applications, and training services, as well as hardware extended warranties; and Axon docks, cartridges, and batteries. The company sells its products through its direct sales, distribution partners, online store, and third-party resellers. Axon Enterprise, Inc. has a strategic partnership with Fusus, Inc. to expand bility to aggregate live video, data, and sensor feeds. It serves law enforcement, federal, correction, fire, EMS, campus, justice healthcare, retail, private security, and personal safety industries. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.
Contact Information
Market Cap
$39.89B
P/E (TTM)
319.4
148.5
Dividend Yield
--
52W High
$885.92
52W Low
$396.41
52W Range
Rank44Top 53.8%
3.7
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 3.7 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q4 2025 Data
Revenue
$796.72M+0.00%
4-Quarter Trend
EPS
$0.04+0.00%
4-Quarter Trend
FCF
$155.43M+0.00%
4-Quarter Trend
2025 Annual Earnings Highlights
Key Highlights
Net Sales Growth Strong Net sales reached $2.78B USD, increasing 33.5% from $2.08B USD in prior year period.
Connected Devices Sales Up Connected Devices sales grew 29.1%, adding $355.6M driven by higher TASER 10 handle volume.
Software Services Revenue Rises Software Services revenue increased 39.6%, adding $341.4M from user adoption and premium feature expansion.
Cash Position Significantly Improved Cash and equivalents totaled $1.20B USD, reflecting a $746.3M increase from prior year closing balance.
Risk Factors
Profitability Declined Sharply Net income dropped to $124.7M from $377.0M, resulting in a $62.1M operating loss for fiscal year 2025.
Revenue Control Material Weakness Material weakness in revenue recognition controls caused disclosure controls to be deemed ineffective as of year-end 2025.
Operating Expenses Increased Operating expenses rose sharply; SG&A increased 39.8% and R&D spending grew 55.0% year-over-year.
Gross Margin Pressure Evident Connected Devices gross margin declined to 48.7% due to higher Platform Solutions mix and global tariff impacts.
Outlook
Acquired Emergency Platform Acquired Carbyne for $625.0M base price, funding transaction using available cash to expand ecosystem.
Eliminated 2027 Note Obligations Completed full redemption and conversion of all 2027 Notes post-year end, eliminating related current liabilities.
Focus on Recurring Revenue Financial strategy targets building highly recurring, profitable businesses through purposeful product innovation and ecosystem expansion.
Stock Repurchase Availability $16.3M remains authorized for stock repurchases under existing plan, subject to market conditions and corporate needs.
Peer Comparison
Revenue (TTM)
$90.09B
$33.67B
$28.44B
Gross Margin (Latest Quarter)
69.5%
57.9%
56.7%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| PWR | $83.64B | 82.4 | 12.6% | 4.8% |
| FDX | $82.98B | 19.7 | 15.7% | 42.3% |
| CMI | $74.02B | 26.0 | 24.1% | 23.9% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
9.7%
Steady Growth
4Q Net Income CAGR
-67.6%
Declining Profitability
Cash Flow Stability
75%
Volatile Cash Flow
Deep Research
Next earnings:May 5, 2026
EPS:-
|Revenue:-
Financials
Earnings Calls
Reports
News
Income Statement
Balance Sheet
Cash Flow Statement
Ratios
% Chg.
Income Statement | LTM |
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No Data