Symbols

AXON

Axon Enterprise·NASDAQ

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AXON fundamentals

AXON Q4 2025 Earnings

Axon Enterprise (AXON) released its earnings on Feb 24, 2026: revenue was 796.72M (YoY +38.53%), beat estimates; EPS was 2.15 (YoY +3.37%), beat estimates.

Revenue / YoY

796.72M

+38.53%

EPS / YoY

2.15

+3.37%

Report date

Feb 24, 2026

AXON Earnings Call Summary for Q4,2025

Revenue Surge: Q4 2025 revenue up 39% YoY to $797M, with bookings surpassing $7B annually. AI Era Plan bookings hit $750M, driving 40% software growth.
AI & Sensor Network: 500 agencies using Axon Assistant, with plans to expand AI features. Targeting $6B revenue by 2028 with 28% EBITDA margin.
International Expansion: Europe bookings doubled, corrections market booked largest deal in company history. Counter-drone tech (Dedrone) opening federal opportunities.
Product Innovation: Apollo DART nearing deployment. Axon Body Mini adoption in enterprise accelerates land-and-expand strategy.

Earnings

EPS

Revenue

Revenue & Expenses

AXON has released its 2025 Q4 earnings report, with revenue of 796.72M, reflecting a YoY change of 38.53%, and net profit of 2.75M, showing a YoY change of -97.97%. The Sankey diagram below clearly presents AXON's revenue sources and cost distribution.

Key Indicators

Axon Enterprise (AXON) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Axon Enterprise (AXON)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Axon Enterprise (AXON)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Axon Enterprise (AXON)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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