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Why Investors Need to Take Advantage of These 2 Aerospace Stocks NowInvestors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
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...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
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 9/24/2026, 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 |
Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.
Axon Enterprise (NASDAQ: AXON - Get Free Report) and Arxis (NASDAQ: ARXS - Get Free Report) are both large-cap industrials companies, but which is the superior stock? We will compare the two businesses based on the strength of their earnings, analyst recommendations, valuation, risk, dividends, institutional ownership and profitability. Analyst Ratings This is a summary of recent
Axon offers compelling risk-reward after a misunderstood 0% $1B convertible note, with minimal dilution risk and strategic capital flexibility. Q2 FY26 saw robust 35% YoY revenue growth, strong software momentum, and raised 2024 revenue guidance to 32-34%, despite near-term margin noise. Dilution from the convertible is capped unless AXON exceeds $1,049.94/share by 2031; capped call structure and cash settlement options further protect shareholders.
Shares of Axon Enterprise Inc. (NASDAQ:AXON) are trading flat early Friday as the stock consolidates following a volatile week driven by a major corporate debt issuance.
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 |
|---|---|---|---|---|---|---|---|
| $450.61 | $36.32B | 298.42 | 33.47% | 4.49% | 4.48% | — | |
| $182.84 | $7.06B | 25.79 | 3.69% | 16.13% | 23.15% | — | |
| $6.92 | $1.93B | -51.65 | 17.18% | -22.33% | -26.38% | — | |
| $460.44 | $76.43B | 36.08 | 8% | 17.44% | 85.17% | — | |
| $1.25 | $790.83K | -0.07 | -30.01% | -48.51% | -96.26% | — | |
| $1.48 | $82.21M | -6.70 | 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.
