Axon's core business continues to deliver exceptional top-line momentum, with revenue growing 35.3% YoY in 2026Q2 to $904.4M, marking the tenth consecutive quarter of 30%+ growth. The shift toward higher-margin software and services has stabilized gross margin...
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Revenue growth accelerated to 35.3% YoY in 2026Q2, reaching $904.4M, while gross margin held at 60.4%, but operating margin remained thin at 5.2% due to R&D and SG&A consuming 55% of revenue.
Axon Enterprise has demonstrated robust revenue growth, as highlighted by RadnorCapital, contributing to a 10.12% stock price appreciation post-coverage.
The company is expanding its reach internationally and within federal markets, which is a key driver for future growth.
Axon's products are gaining traction in the AI era, with strong adoption rates fueling its bullish thesis.
Trailing total returns as of 10/25/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $1.88+2.2% vs $1.84 | $904M+3.2% vs $876M |
Q2 2026 May 6, 2026 | $1.61+0.6% vs $1.60 | $807M+3.4% vs $781M |
Q1 2026 Feb 24, 2026 | $2.15+34.4% vs $1.60 | $797M+5.4% vs $756M |
Q4 2025 Nov 4, 2025 | $1.17-23.0% vs $1.52 | $711M+0.8% vs $705M |
SCOTTSDALE, Ariz., Oct. 22, 2026 /PRNewswire/ -- Axon (Nasdaq: AXON), the global public safety technology leader, today announced that it will report third quarter 2026 financial results after the market closes on November 5, 2026.
Axon Enterprise (AXON) reached $403.02 at the closing of the latest trading day, reflecting a +2.64% change compared to its last close.
Drone stocks have left many investors underwater. The REX Drone ETF NASDAQ: DRNZ is down approximately 23% this year.
Diversify Advisory Services LLC lifted its holdings in shares of Axon Enterprise, Inc (NASDAQ: AXON) by 61,418.0% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 433,087 shares of the biotechnology company's stock after acquiring an additional 432,383 shares during the period. Axon Enterprise makes up
Benchmark AXON against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Axon Enterprise, Inc. (AXON)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $420.37 | $33.88B | 278.39 | 33.47% | 4.49% | 4.48% | — | |
| $182.26 | $7.04B | 25.71 | 3.69% | 16.13% | 23.15% | — | |
| $3.72 | $1.04B | -27.49 | 17.18% | -22.33% | -26.38% | — | |
| $481.83 | $79.98B | 37.76 | 8% | 17.44% | 85.17% | — | |
| $1.25 | $790.83K | -0.07 | -30.01% | -48.51% | -96.26% | — | |
| $1.22 | $68M | -5.55 | 3.66% | -223.08% | -101.24% | — |
Axon Enterprise, Inc. (AXON) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Axon Enterprise, Inc. (AXON) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 10, 2026·SEC
Jun 1, 2026·SEC
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Axon Enterprise, Inc. (AXON) stock FAQ — growth, dividends, profitability & financials explained
Axon Enterprise, Inc. (AXON) reported $3.22B in revenue for fiscal year 2025. This represents a 94229% increase from $3.4M in 2000.
Axon Enterprise, Inc. (AXON) grew revenue by 33.5% over the past year. This is strong growth.
Yes, Axon Enterprise, Inc. (AXON) is profitable, generating $199.6M in net income for fiscal year 2025 (4.5% net margin).
Axon Enterprise, Inc. (AXON) has a return on equity (ROE) of 4.5%. This is below average, suggesting room for improvement.
Axon Enterprise, Inc. (AXON) generated $133.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
