SuperworthAxon Enterprise, Inc. AXON
Aerospace & Defense, Industrials
$406.00
−3.01%
- Market cap
- $33B
- PE
- 168×
- 10y median 137×
- Forward PE
- Price to sales
- 10.2×
- EV/EBIT
- 584×
- Revenue, 12 months
- $3.2B
- +35% on a year ago
- Net margin
- 6.2%
- Free cash flow yield
- 0.4%
Axon Enterprise trades at 168× trailing earnings, near its ten-year median. Revenue was $3.2B over the last twelve months, up 35% on a year earlier with a 6% net margin.
Charts
Financials
| Income statement | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $430.4M | $459.9M | $503.2M | $544.3M | $575.1M+34% | $603.6M+31% | $668.5M+33% | $710.6M+31% | $796.7M+39% | $807.3M+34% | $904.4M+35% | |
| Cost of revenue | $166.4M | $201.2M | $197.1M | $213.5M | $229.3M+38% | $237.9M+18% | $264.8M+34% | $283.3M+33% | $335.4M+46% | $330.1M+39% | $357.9M+35% |
| Gross profit | $264M | $258.6M | $306.2M | $330.7M | $345.8M+31% | $365.7M+41% | $403.7M+32% | $427.3M+29% | $461.3M+33% | $477.3M+31% | $546.4M+35% |
| R&D | $84M | $91.1M | $101.4M | $114.5M | $134.6M+60% | $151M+66% | $162.6M+60% | $176.7M+54% | $194M+44% | $188.9M+25% | $208.7M+28% |
| SG&A | $137.3M | $151.1M | $171M | $192.2M | $227M+65% | $223.5M+48% | $242.2M+42% | $252.8M+32% | $317.4M+40% | $259.1M+16% | $291M+20% |
| $42.7M | $16.5M | $33.8M | $24.1M | −$15.8M | −$8.8M | −$1M | −$2.1M | −$50.1M+218% | $29.2M | $46.8M | |
| Interest expense | $1.8M | $1.8M | $1.9M | $1.6M | $1.8M+3% | $7.8M+345% | $28.7M+1433% | $28.9M+1657% | $28.8M+1479% | $28.6M+266% | $28.1M−2% |
| Pre-tax income | $55.7M | $165.9M | $51.5M | $79.6M | $84.6M+52% | $108.4M−35% | −$38.9M | $15.7M−80% | −$66.2M | $200.2M+85% | $32.7M |
| −$1.3M | $32.5M | $10M | $12.5M | −$50.6M+3732% | $20.4M−37% | −$75M | $17.9M+43% | −$69M+36% | $30.9M+51% | $3.3M | |
| Net income | $57.1M | $133.4M | $41.5M | $67M | $135.2M+137% | $88M−34% | $36.1M−13% | −$2.2M | $2.7M−98% | $169.3M+92% | $29.4M−19% |
| $0.75 | $1.73 | $0.53 | $0.86 | $1.67+123% | $1.08−38% | $0.44−17% | −$0.03 | $0.03−98% | $2.05+90% | $0.36−18% | |
| 76.2M | 77.1M | 77.5M | 78.1M | 81.1M+6% | 81.5M+6% | 82.1M+6% | 78.4M+0% | 100M+23% | 82.5M+1% | 82.5M+1% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Aerospace & Defense within ten times Axon Enterprise's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| AXONAxon Enterprise, Inc. | $33B | 168× | 137× | 10.2× | +35% | 6.2% | |
| HEIHEICO Corporation | $41.3B | 49.2× | 59.3× | 8.0× | +21% | 16.4% | |
| LHXL3Harris Technologies, Inc. | $43.5B | 23.6× | 30.1× | — | +83% | — | |
| CWCurtiss-Wright Corporation | $18.8B | 35.0× | 23.6× | 5.1× | +11% | 14.8% | |
| TDGTransDigm Group Incorporated | $60.6B | 33.3× | 42.4× | 6.1× | +17% | 21.3% | |
| NOCNorthrop Grumman Corporation | $67.3B | 15.0× | 19.4× | 1.6× | +6% | 10.5% | |
| GDGeneral Dynamics Corporation | $88.4B | 19.9× | 19.4× | 1.6× | +9% | 8.2% | |
| HWMHowmet Aerospace Inc. | $88.8B | 48.0× | 40.5× | 9.7× | +18% | 20.5% | |
| LMTLockheed Martin Corporation | $115.2B | 18.4× | 18.7× | 1.5× | +7% | 8.2% | |
| BAThe Boeing Company | $148.8B | 81.5× | 23.9× | 1.6× | +25% | 2.6% | |
| RTXRTX Corporation | $242.9B | 31.7× | 31.7× | 2.6× | +12% | 8.3% | |
| Peer median | $77.8B | 32.5× | 27.0× | 2.6× | +14% | 10.5% |
About
- Industry
- Aerospace & Defense
- Sector
- Industrials
Valuation data, not investment advice. Prices as of .