Axon Enterprise, Inc. (AXON)

What most investors miss

Trends, drivers and alerts — the full picture.

Profit → Cash

$0.75cash per $1 profit

Watch

A meaningful slice of reported profit is not turning into cash.

Valuation

56th pctvs its own history

Fair

Its valuation is around the middle of its own recent range.

Revenue growth

+33.8%year over year

Strong

Revenue is growing strongly year over year.

Leverage

Lowdebt to assets

Healthy

A modest, well-covered debt load.

More coming: dilution / share-count creep.

Fair value

Overvalued

Trading about 2264% above our fair-value range

A cash-flow (DCF) estimate cross-checked against peer multiples.

✦ The read

Axon Enterprise, Inc. turns 75¢ of every reported profit-dollar into real cash. A meaningful slice of reported profit is not turning into cash. Revenue is growing strongly year over year. Its valuation is around the middle of its own recent range. A modest, well-covered debt load.

Key numbers

Valuation

EPS (TTM)$2.49

TTM (trailing 12 months, through fiscal Q1 FY2026)

Profitability

Net margin6.9%

TTM (trailing 12 months, through fiscal Q1 FY2026)

Size

Revenue (TTM)$2.98B

TTM (trailing 12 months, through fiscal Q1 FY2026)

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