Axon Enterprise, Inc.

AXON · Nasdaq · ·

对比

US$315.37+2.7%11月13日收盘

数据截至2026年9月30日，来自2026年11月6日提交的10-Q

1W: +0.8%
1M: -24.4%
3M: -48.5%

Axon Enterprise, Inc.（AXON）股票——这是一门好生意吗？ — InspectStocks

Axon Enterprise, Inc.

AXON · Nasdaq · ·

对比

US$315.37+2.7%11月13日收盘

数据截至2026年9月30日，来自2026年11月6日提交的10-Q

1W: +0.8%
1M: -24.4%
3M: -48.5%

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

Company outlook

Q4 2026

RevenueUS$990M – US$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

精选
Aerospace & defence
由 InspectStocks 整理 · 20 companies
Military aircraft, missiles and electronics, jet engines and aircraft parts.
股价，1 年
+2.8%
营收，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

怎么赚钱

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%

各项收入占比是对three months ended 2026-06-30的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Axon Enterprise, Inc.

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.

总部: Scottsdale, Arizona
成立于: 1993
员工人数: >5,100 full-time (>2025-12-31, high)
上市于: Nasdaq
财年结束: December 31

基于 Axon Enterprise, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported