For the quarter ended December 2025, Axon Enterprise (AXON) reported revenue of $796.72 million, up 38.5% over the same period last year. EPS came in at $2.15, compared to $2.08 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $753.65 million, representing a surprise of +5.72%. The company delivered an EPS surprise of +29.04%, with the consensus EPS estimate being $1.67.
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: $1,347.00 versus $1,368.50 estimated by five analysts on average.
- Net Sales- Products: $454.21 million versus $417.23 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +37.6% change.
- Net sales - Software and Services: $342.52 million compared to the $336.32 million average estimate based on six analysts.
- Net sales - Connected Devices: $454.21 million versus the six-analyst average estimate of $417.23 million.
- Net Sales- Services: $342.52 million versus $336.32 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +39.8% change.
- Net sales- Connected Devices- Platform Solutions: $80.87 million versus the five-analyst average estimate of $68.03 million.
- Net sales- Connected Devices- TASER: $264.2 million versus the five-analyst average estimate of $242.34 million.
- Net sales- Connected Devices- Personal Sensors: $109.13 million compared to the $106.97 million average estimate based on five analysts.
- Adjusted gross margin- Software and Services: $262.57 million versus $258.1 million estimated by three analysts on average.
- Adjusted gross margin- Connected Devices: $223.9 million versus the three-analyst average estimate of $214.23 million.
View all Key Company Metrics for Axon here>>>
Shares of Axon have returned -30% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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