Axon Enterprise, Inc. (axon)
AXON — Company Overview
Axon Enterprise, Inc. (AXON) is a large-cap company in the Industrials sector, operating in Aerospace & Defense.
| Ticker | AXON |
| Sector | Industrials |
| Industry | Aerospace & Defense |
| Exchange | NMS |
| Market cap | $36.61B |
| Last price | $450.61 |
| Size category | Large Cap |
AXON — Business Description
Axon Enterprise, Inc. (AXON) operates in Aerospace & Defense within the broader Industrials market. 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, dron…
Official website: https://www.axon.com.
AXON — Investment Thesis
The investment thesis for Axon Enterprise, Inc. (AXON) rests on how Industrials dynamics, profitability, and valuation interact at today's price.
- Revenue is expanding at roughly 35.3% year-over-year (public data).
- Trailing P/E of 192.57× implies elevated growth expectations at the current price.
- Forward P/E (42.70×) is below trailing P/E — earnings may be expected to improve.
- Equity market capitalization is approximately $36.61B.
See the free estimates and earnings pages for public targets and growth metrics. Ownership, live news, and deeper models remain in Vest Terminal.
AXON — Financial Health
Financial health for Axon Enterprise, Inc. (AXON) is summarized from publicly reported profitability, leverage, and cash-flow metrics.
Profit margin near 6.2% leaves a narrower cushion versus higher-margin peers. Positive free cash flow of $222.16M supports balance-sheet flexibility.
| Trailing P/E | 192.57× |
| Forward P/E | 42.70× |
| Price / Sales | 11.37× |
| Price / Book | 9.96× |
| Gross margin | 59.5% |
| Operating margin | 5.2% |
| Profit margin | 6.2% |
| Return on equity | 6.2% |
| Debt / Equity | 50.36 |
| Free cash flow | $222.16M |
AXON — Growth Outlook
Growth outlook for Axon Enterprise, Inc. (AXON) depends on demand trends in Aerospace & Defense and the company's ability to convert revenue into sustainable earnings.
- Revenue growth of 35.3% indicates strong top-line momentum.
- Earnings declined -18.2% year-over-year — margin or volume pressure may be in play.
- Price is 42.9% below the 52-week high.
AXON — Competitive Position
Axon Enterprise, Inc. (AXON) is evaluated against peers on scale, margin structure, and capital efficiency within Industrials.
- Competes within Industrials, specifically in Aerospace & Defense.
- Market capitalization of $36.61B places AXON among large-cap peers.
- Gross margin near 59.5% may reflect pricing power or favorable mix.
AXON — Strengths
Strengths for Axon Enterprise, Inc. (AXON) inferred from public financial metrics:
- Revenue growth of 35.3% year-over-year.
- Gross margin of 59.5% supports competitive unit economics.
- Positive free cash flow ($222.16M).
- Moderate leverage (debt/equity 50.36).
- Large Cap scale ($36.61B) may provide distribution and funding advantages.
AXON — Weaknesses
Weaknesses and pressure points for Axon Enterprise, Inc. (AXON) based on available data:
- Earnings decline of -18.2% year-over-year.
- Elevated trailing P/E (192.57×) limits valuation margin of safety.
- Price 43% below the 52-week high — sustained negative sentiment.
AXON — Opportunities
- Sustained revenue growth (35.3%) could support multiple expansion if margins hold.
- Positive free cash flow enables reinvestment, debt reduction, or shareholder returns.
- Forward earnings multiple below trailing P/E — potential earnings acceleration ahead.
AXON — Risks
- Beta of 1.40 implies above-market volatility.
- Rich valuation (P/E 192.57×) increases downside if growth slows.
AXON — Summary
Axon Enterprise, Inc. (AXON) is a large-cap Industrials company focused on Aerospace & Defense, listed on NMS. Last price $450.61 with market cap $36.61B. Trailing P/E 192.57×. Revenue grew 35.3% year-over-year per public data. Notable strengths include revenue growth of 35.3% year-over-year. Key watch items include earnings decline of -18.2% year-over-year. Public estimates and earnings snapshots for Axon Enterprise, Inc. are on this site; ownership, live news, and deeper models remain in Vest Terminal.
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Axon Enterprise, Inc. FAQ
What does Axon Enterprise, Inc. (AXON) do?
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 softwar…
What is AXON's P/E ratio?
Axon Enterprise, Inc. has a trailing P/E of 192.57× based on publicly available market data.
Does AXON pay a dividend?
Indicated dividend yield: none reported. Confirm ex-dates and payout history in Vest Terminal.
What sector is AXON in?
Axon Enterprise, Inc. is classified in Industrials (Aerospace & Defense) on NMS.
What is AXON's market capitalization?
Approximate market cap: $36.61B.
What are the main risks for AXON?
Key risks include above-average volatility (beta 1.40), elevated valuation, among factors on this page.
What are the strengths of AXON?
Potential positives include revenue growth of 35.3% year-over-year, gross margin of 59.5% supports competitive unit economics.
Where can I get analyst estimates for AXON?
Public analyst price targets and consensus for Axon Enterprise, Inc. are on the free /stocks/axon/estimates page. Deeper estimate history and models are available in Vest Terminal.