Company Deep Dive
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AXON
Strong SellSinkerAxon Enterprise, Inc. · Industrials · United States · $48.8B · Avg Vol: $438M/d
COMPANY DESCRIPTION
Axon Enterprise, Inc. is a leading provider of connected public safety technologies, offering TASER energy weapons, body cameras, in-car cameras, and a comprehensive cloud-based digital evidence management platform. The company maintains a dominant market share through its proprietary technology, strong brand recognition, and a highly integrated hardware and software ecosystem. Axon benefits from significant network effects and high switching costs, cementing its position as a critical partner for law enforcement agencies worldwide.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.2B | 1.6B | 2.1B | 2.8B | 32.8% | 3.2B | 3.7B | 4.8B | 31.3% |
| EPS | 2.07 | 2.35 | 4.98 | 1.60 | -8.2% | 2.42 | 1.80 | 2.47 | 24.2% |
| Shares | 71.5M | 75.3M | 76.6M | 80.2M | +12.2% | 81.2M | — | — | — |
| Debt | 711.1M | 710.7M | 721.7M | 1.9B | 39.0% | 1.9B | — | — | — |
| Equity | 1.3B | 1.6B | 2.3B | 3.2B | 36.7% | — | — | — | — |
| Op CF | 235.4M | 189.3M | 408.3M | 211.3M | -3.5% | 265.8M | — | — | — |
| Inv CF | -831.0M | 12.5M | -490.6M | -724.9M | — | — | — | — | — |
| Fin CF | 598.1M | 41.3M | -45.4M | 1.3B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of AXON are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AXON | Axon Enterprise, Inc.(you) | $48.8B | 14 | Strong Sell |
| LHX | L3Harris Technologies, Inc. | $48.9B | 20 | Strong Sell |
| RKLB | Rocket Lab Corporation | $41.2B | 9 | Strong Sell |
| ARXS | Arxis, Inc. | $22.6B | 19 | Strong Sell |
| BA | The Boeing Company | $165.8B | 15 | Strong Sell |
| FTAI | FTAI Aviation Ltd. | $20.0B | 23 | Sell |
| HONA | Honeywell Aerospace Inc. | $51.5B | 43 | Hold |
| KTOS | Kratos Defense & Security Solutions, Inc. | $9.8B | 11 | Strong Sell |
| NOC | Northrop Grumman Corporation | $77.5B | 41 | Hold |
| BWXT | BWX Technologies, Inc. | $14.0B | 26 | Sell |
Peer medians: ROE 8.8% · P/E 27.5x · Gross margin 29.2%