Axon Enterprise, Inc.

AXON · Nasdaq · ·

比較

$315.37+2.7%11月13日終値

2026年9月30日までの数値（2026年11月6日提出の10-Qより）

1W: +0.8%
1M: -24.4%
3M

Axon Enterprise, Inc.（AXON）株——良い事業でしょうか？ — InspectStocks

Axon Enterprise, Inc.

AXON · Nasdaq · ·

比較

$315.37+2.7%11月13日終値

2026年9月30日までの数値（2026年11月6日提出の10-Qより）

1W: +0.8%
1M: -24.4%
3M

Just reported

Q3 2026 results

From Axon Enterprise's results release of 2026年11月5日; its quarterly report has since been filed.

Revenue
Actual
$908.6M
+28% y/y
+0.5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.68
+89% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$42.1M
-10% q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue$990M – $1.01B+26% y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Axon Enterprise is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

キュレーション
Aerospace & defence
InspectStocks 編集 · 20 companies
Military aircraft, missiles and electronics, jet engines and aircraft parts.
株価、1 年
+2.8%
売上、1 年
+12.2%
+14
A 11B 4C 3D 1

Highest-graded in Aerospace and Defense

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Industrials

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

TASER devices, cartridges, accessories and warranties29%
Body cameras and other personal sensors11%
Vehicle and fixed cameras, drones, counter-drone equipment and training hardware17%
Software, implementation and other services44%

売上構成比はthree months ended 2026-06-30の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

TASER energy devices
Handheld devices that use electrical pulses to help public safety officers subdue people without using a firearm; sales can include cartridges, accessories and warranties.
Axon body cameras
Cameras worn by officers and other workers to record interactions and events.
Axon Evidence
Cloud software for securely storing, managing and sharing video and other digital evidence.

さらに3件を表示

Draft One
Software that uses artificial intelligence to help turn recorded material into draft reports.
Axon Records
Software for creating and managing public safety records.
Dedrone counter-drone technology
Equipment and software that help customers detect, track and respond to drones.

誰が買っているか4

U.S. federal, state and local government agencies, including police, corrections and emergency communications departments; most sales are made directly, with some through resellers.
Government agencies outside the United States, which buy devices and software through direct sales and distribution partners.
Commercial businesses, including companies using cameras and safety tools for their employees or sites.
Individual consumers buying personal safety products.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Demand depends substantially on public safety agencies continuing to buy and use Axon's products and services.
2Sales to many government customers depend on budget decisions, public procurement processes and political constraints.
3Manufacturing depends on components and raw materials from suppliers in multiple countries; some components come from single-source suppliers.
4Cloud software depends on reliable services and data storage, including services provided by third parties.

うまくいかなくなる可能性

1If law enforcement agencies reduce their use of Axon's products, or if TASER devices lose customer acceptance, sales and business results could be harmed.
2A breach or misuse of sensitive law enforcement or evidence data could undermine customer trust and lead to legal and financial consequences.
3Component shortages, higher material costs or supply interruptions could delay production or increase the cost of devices.

財務諸表をすべて見る →

Axon Enterprise, Inc.について

Axon makes TASER electrical weapons, body-worn and vehicle cameras, fixed cameras, drones and counter-drone equipment. It sells software that stores and shares video and other case evidence, helps agencies write reports and manage records, and gives users live information about unfolding situations. Its customers include public agencies, businesses and individual consumers.

本社: Scottsdale, Arizona
設立: 1993
従業員数: >5,100 full-time (>2025-12-31, high)
上場市場: Nasdaq
決算期: December 31

Axon Enterprise, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported