For the quarter ended June 2025, Axon Enterprise (AXON) reported revenue of $668.54 million, up 32.6% over the same period last year. EPS came in at $2.12, compared to $1.20 in the year-ago quarter.
The reported revenue represents a surprise of +3.98% over the Zacks Consensus Estimate of $642.98 million. With the consensus EPS estimate being $1.54, the EPS surprise was +37.66%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Axon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Annual recurring revenue: $1,183.00 versus the three-analyst average estimate of $1,148.53.
- Net Sales- Products: $376.36 million versus $364.23 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +27.5% change.
- Net Sales- Services: $292.18 million versus the three-analyst average estimate of $282.58 million. The reported number represents a year-over-year change of +39.9%.
- Net sales- Connected Devices- TASER: $216.23 million versus $222.91 million estimated by two analysts on average.
- Net sales- Connected Devices- Platform Solutions: $67.31 million versus the two-analyst average estimate of $48.92 million.
- Net sales - Software and Services: $292.18 million versus $283.88 million estimated by two analysts on average.
- Net sales - Connected Devices: $376.36 million compared to the $366.46 million average estimate based on two analysts.
- Net sales- Connected Devices- Personal Sensors: $92.82 million versus $94.64 million estimated by two analysts on average.
View all Key Company Metrics for Axon here>>>
Shares of Axon have returned -6.7% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Axon Enterprise, Inc (AXON): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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