Axon Enterprise 과거 순이익 실적
과거 기준 점검 1/6
Axon Enterprise은 연평균 40.7%의 비율로 수입이 증가해 온 반면, Aerospace & Defense 산업은 수입이 20.1% 증가했습니다. 매출은 연평균 27.3%의 비율로 증가했습니다. Axon Enterprise의 자기자본이익률은 5.8%이고 순이익률은 6.9%입니다.
핵심 정보
40.73%
순이익 성장률
39.80%
주당순이익(EPS) 성장률
| Aerospace & Defense 산업 성장률 | 5.38% |
| 매출 성장률 | 27.32% |
| 자기자본이익률 | 5.83% |
| 순이익률 | 6.90% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 14
AXON: Sector Multiple Compression Will Meet Expanding AI Public Safety Platform
Narrative Update: Axon Enterprise Axon Enterprise's analyst price targets have been revised lower, with the model's fair value estimate moving from about $521 to about $420 as analysts temper revenue growth, margin, and future P/E assumptions following a broad wave of target cuts, even as many still highlight solid execution and long term opportunities. Analyst Commentary Recent Street research on Axon Enterprise points to a broad reset in expectations, with many firms trimming price targets even when they maintain positive ratings.Seeking Alpha • May 13
Axon Enterprise: The Civic Infrastructure Platform Wall Street Still Sees As A Hardware Company
Summary Axon Enterprise is evolving from a hardware vendor into the integrated operating system for public safety infrastructure. Q1 2026 reinforced the thesis with 34% revenue growth, raised guidance, 125% net revenue retention, and $14.3B in contracted bookings. AI is acting as a monetization accelerant inside Axon’s entrenched ecosystem, increasing workflow dependency and revenue density. Axon’s platform economics increasingly resemble elite enterprise software businesses rather than traditional hardware companies. I view the recent pullback as macro-driven rather than fundamental deterioration, creating an attractive long-term entry point. Read the full article on Seeking Alpha
내러티브 업데이트 • Apr 29
AXON: AI Data Moats And Recurring Revenue Will Support Future Sector Repricing
Axon Enterprise's updated analyst price target has been trimmed by about $10 to reflect slightly higher discount rate assumptions and sector wide multiple compression, even as analysts broadly highlight solid Q4 execution, long term growth opportunities, and recurring revenue strength as key supports for the outlook. Analyst Commentary Across recent research, analysts are broadly updating models for Axon Enterprise after Q4 results and fresh long term targets, with many trimming price targets to reflect sector wide multiple compression rather than company specific execution issues.내러티브 업데이트 • Apr 14
AXON: AI Advancements And Sector Repricing Will Extend Public Safety Reach
Axon Enterprise's analyst price target has been reset from $815 to $717.68, as analysts adjust their models to reflect sector wide multiple compression, while still highlighting solid Q4 execution, higher revenue and margin assumptions, and a view that recent share weakness may not align with the company's updated long term outlook. Analyst Commentary Recent research paints a mixed picture around Axon Enterprise, with many analysts trimming price targets after Q4 results while still pointing to solid execution, updated guidance, and sector wide multiple compression as the main drivers of the reset.내러티브 업데이트 • Mar 31
AXON: Sector Multiple Compression Will Confront AI Moats And Recurring Revenue
Axon Enterprise's updated fair value holds near $521, while the average analyst price target has been reset lower by roughly $50 to $100 per share to reflect sector wide multiple compression. Analysts continue to highlight solid Q4 results, stronger long term targets, and ongoing confidence in Axon's growth story and AI positioning.내러티브 업데이트 • Mar 17
AXON: Sector Multiple Compression Will Confront Recurring Revenue And AI Opportunity
Axon Enterprise's updated analyst price target has been reduced by $0, with analysts citing sector wide multiple compression and current sentiment, even as they highlight solid Q4 results, stronger long term targets, recurring revenue growth and potential AI advantages in their rationale. Analyst Commentary Recent Street research around Axon reflects a mix of confidence in the business model and caution around valuation and sector sentiment.
새로운 내러티브 • Mar 12
From Tasers to SaaS: Axon’s Quiet Platform Transformation
One company I find particularly interesting is Axon Enterprise. Many investors still associate the company primarily with TASER devices, but I think the more compelling part of the story is how Axon has quietly transformed itself into a software and data platform for public safety.내러티브 업데이트 • Mar 03
AXON: Sector Multiple Pressure Will Test Long Term Public Safety Expansion
The analyst price target underpinning our Axon Enterprise fair value has been revised to reflect a lower implied valuation, with fair value moving from about $639.60 to roughly $521.24 as analysts factor in sector wide multiple compression, alongside ongoing confidence in Axon's growth, recurring revenue profile, and long term product expansion. Analyst Commentary Across recent research updates, most firms have trimmed their Axon price targets, even as they reiterate broadly constructive views on the business model and product roadmap.
새로운 내러티브 • Feb 21
The Public Safety Monopoly: Buying the Dip on Valuation Gravity?
As of late February 2026, Axon Enterprise (AXON) is experiencing a sharp narrative shift. After hitting all-time highs earlier in the year, the stock has pulled back nearly 35% to the $433 range.
내러티브 업데이트 • Feb 17
AXON: Upgraded Rating And Higher Future P/E Support Long Term Upside
Analysts have lifted their Axon Enterprise price target to $742, citing updated views on discount rates, revenue growth, profit margins, and expectations for a higher future P/E multiple that support a more constructive outlook on the shares. Analyst Commentary Bullish analysts are highlighting Axon Enterprise's refreshed valuation case, pointing to the new US$742 price target as evidence of confidence in the company’s ability to support a higher P/E multiple over time.분석 기사 • Feb 11
Axon Enterprise, Inc. (NASDAQ:AXON) Shares Slammed 29% But Getting In Cheap Might Be Difficult Regardless
Axon Enterprise, Inc. ( NASDAQ:AXON ) shareholders won't be pleased to see that the share price has had a very rough...내러티브 업데이트 • Feb 03
AXON: Expanding Public Safety Market Will Test Execution On New Cross Sell Opportunities
Analysts trimmed their Axon Enterprise fair value estimate by about US$3 to roughly US$640, reflecting updated assumptions for revenue growth, margins, and future P/E that incorporate recent ratings changes and mixed reactions to quarterly results. Analyst Commentary Recent research views on Axon Enterprise show a split between more optimistic and more cautious voices, with mixed reactions to the latest quarter feeding through to valuation updates and ratings changes.내러티브 업데이트 • Jan 20
AXON: AI And Drones Will Extend Public Safety Market Reach
Axon Enterprise's analyst fair value estimate has inched lower from $822.50 to $815.00 as analysts factor in mixed Q3 orders, a slightly higher discount rate, and a blend of cautious and constructive views reflected in recent price target changes ranging from $610 to $860. Analyst Commentary Recent research highlights a split between bullish analysts focused on Axon Enterprise's longer term growth path and more cautious voices reacting to mixed Q3 orders and valuation questions.내러티브 업데이트 • Jan 06
AXON: Large Public Safety Market Exposure Will Support Robust Recurring Cash Flows
Analysts have lifted their fair value estimate for Axon Enterprise from $895 to $925. This reflects updated assumptions around revenue growth, profitability, discount rate and future P/E after weighing recent research that highlights both sustained demand potential and mixed near term order trends.내러티브 업데이트 • Dec 21
AXON Will Balance Expanding Safety Market Opportunities With Execution And Competitive Risks
Analysts have raised their price target on Axon Enterprise by roughly $60 to reflect stronger expected revenue growth and the company’s expanding addressable market, even as they temper long term margin and valuation assumptions. Analyst Commentary Recent research updates highlight a generally constructive view on Axon’s long term growth prospects, but they also surface a set of more cautious perspectives around valuation, execution, and the durability of current growth rates.내러티브 업데이트 • Dec 07
AXON: AI And Drones Will Expand Long-Term Frontline Worker Market Reach
Axon Enterprise's analyst price target has been nudged higher toward the mid to upper $800s per share. Analysts point to sustained roughly 25% revenue growth, expanding product innovation in areas such as artificial intelligence and drones, and a large, underpenetrated addressable market that together support a premium valuation multiple despite some near term order volatility.내러티브 업데이트 • Nov 23
AXON: Expanding Into AI And Drones Will Drive Market Share Gains
Axon Enterprise's analyst price target has edged lower by approximately $1 to $822.50. Analysts cite sustained revenue growth and continued expansion opportunities, although recent results have led to more measured expectations.내러티브 업데이트 • Nov 07
AXON: Expanding Into AI And Drones Will Drive Future Market Leadership
Axon Enterprise’s analyst price target has been lowered from $884.69 to $823.67, as analysts cite a mixed quarterly report and concerns over recent order trends. These concerns are balanced by continued confidence in the company’s innovation and market opportunities.내러티브 업데이트 • Sep 02
Next-generation AI And Drones Will Transform Public Safety
Despite continued bullish sentiment around Axon's management strength, robust earnings outlook, and sector tailwinds in security and defense, analysts view much of this optimism as already priced in, resulting in a slight consensus price target reduction from $868.94 to $860.01. Analyst Commentary Bullish analysts highlight Axon's strong management team and robust earnings outlook, with ongoing high demand for its products and solutions.내러티브 업데이트 • Aug 06
Next-generation AI And Drones Will Transform Public Safety
Driven by a substantial improvement in net profit margin and a notable reduction in future P/E, analysts have raised Axon Enterprise’s consensus price target from $781.27 to $866.67. What's in the News Axon Enterprise raised full-year 2025 earnings guidance, now projecting revenue of $2.65B to $2.73B, reflecting roughly 29% annual growth at the midpoint, up from prior guidance of $2.60B to $2.70B.분석 기사 • Jul 15
If EPS Growth Is Important To You, Axon Enterprise (NASDAQ:AXON) Presents An Opportunity
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Jul 02
Axon Enterprise's (NASDAQ:AXON) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...분석 기사 • Jun 18
Axon Enterprise (NASDAQ:AXON) Has A Pretty Healthy Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 20
Axon Enterprise: Strong Moat And Long Term Growth Support Hold, Despite High Valuation
Summary Axon Enterprises' strong moat is built on high switching costs and network effects, with impressive NRR and ARR growth, despite gross margin challenges. Axon's comprehensive ecosystem of hardware, software, and AI tools creates significant upselling opportunities and high switching costs for law enforcement agencies. International and enterprise markets offer substantial growth potential, with international bookings showing strong sequential growth and enterprise wins emerging as a key growth driver. Despite high valuation, Axon's robust ARR and NRR growth, along with international success, justify a hold rating, with potential for adding more if fundamentals remain strong. Read the full article on Seeking AlphaSeeking Alpha • Mar 29
Axon Is Building God's Eye
Summary Axon is a rapidly growing security product vendor that's built a Walled Garden Ecosystem akin to Apple's hardware and software-defined Walled Garden Ecosystem. This ecosystem has created a unique set of technological capabilities for security agencies, which might be most effectively described as "God's Eye," or an "All Seeing Eye." In this review of Axon, I will describe what I mean by this; then, discuss value components of the thesis, i.e., growth runway and cash flow durability. I will then walk us through a brief valuation exercise and share some concluding thoughts, including risks to watch out for. In short, at $530/share, I like Axon's risk/return setup. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Axon Enterprise: A Market Leader With Robust Growth Potential, But Still Overvalued
Summary Axon's evolution from a simple TASER manufacturer into a leader in public safety technology has been very impressive. With their comprehensive ecosystem and ability to expand their product selection, Axon has built a strong flywheel for revenue growth. Axon's market-leading NRR is a testament to the stickiness of their products and the significant value that their solutions provide. Axon's consistent innovation continues to expand their TAM, most notably in corrections, private enterprise, and overseas. Due to current valuation concerns, I am giving AXON a 'hold' rating until the share price falls closer to my estimated intrinsic value of ~$450 per share. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Axon Enterprise: Long-Term Potential And Key Risks For Investors
Summary Axon Enterprise is a leading law enforcement tech firm with a strong product ecosystem and recurring revenue, but shares are currently overvalued. Transition to a subscription model enhances revenue predictability, yet antitrust risks and competition with Motorola may limit short-term potential. Axon's business model integrates hardware, software, and cloud services, with significant growth in wearable cameras and cloud-based evidence management. Despite long-term prospects, Axon shares are rated "Hold" with a fair price of $458, suggesting purchase only if value decreases to balanced levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Axon Enterprise: A Buy Due To International Opportunities Plus Continued Revenue Growth
Summary Axon reported a 32% revenue increase in Q3 2024, with strong growth across all segments and a projected 30% year-over-year growth for Q4 2024. International expansion is a key growth driver, with a significant contract from the Canadian police and potential in Europe due to low product penetration. New product launches, like drones as first responders, enhance Axon's offerings, ensuring long-term revenue growth despite potential adoption delays. Political risks, such as tariffs from the Trump administration, could impact international expansion, but government customers may mitigate these effects. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Axon Enterprise: Capitalizing On Strong Core Business And Innovative Drone Opportunities
Summary Axon's core business of TASERS, body cams, and cloud services for public safety providers continues to perform well. Axon completed its acquisition of Dedrone on October 2, 2024, enhancing its capabilities in airspace protection against drones. The company's solid core business and strategic move into new potentially profitable markets, such as drones, make it an attractive investment to consider. Despite potential overvaluation, I maintain a buy of Axon Enterprise for aggressive growth investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Axon Enterprise: Great Business, Excessive Valuation
Summary Axon Enterprise, a leader in law enforcement tools, excels with TASER devices, body cameras, and cloud-based software, positioning it for sustainable growth. Despite impressive revenue growth and high gross margins, Axon's current valuation is overly optimistic, leading to a "hold" rating. Key risks include potential budget cuts for law enforcement agencies, regulatory changes, and foreign exchange fluctuations impacting financial performance. Axon’s strong market position and recurring revenue growth are promising, but the stock is priced for perfection, warranting caution. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
Axon Enterprise: One Of My Best Calls Ever Is Now A Nasdaq-100 Stock
Summary Axon leads in public safety tech with TASERs, body cameras, and AI tools, tackling U.S. crime and streamlining law enforcement operations. Strong growth continues, with +25% revenue increases, but its 127x P/E ratio signals caution for new investors. Long-term prospects are bright, but waiting for a price dip before investing may be wise. Read the full article on Seeking Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Axon Enterprise가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 2,983 | 206 | 1,042 | 721 |
| 31 Dec 25 | 2,780 | 125 | 1,007 | 683 |
| 30 Sep 25 | 2,558 | 257 | 944 | 625 |
| 30 Jun 25 | 2,392 | 326 | 884 | 563 |
| 31 Mar 25 | 2,226 | 332 | 814 | 502 |
| 31 Dec 24 | 2,083 | 377 | 741 | 442 |
| 30 Sep 24 | 1,938 | 299 | 646 | 391 |
| 30 Jun 24 | 1,806 | 293 | 578 | 353 |
| 31 Mar 24 | 1,678 | 264 | 527 | 324 |
| 31 Dec 23 | 1,561 | 176 | 495 | 304 |
| 30 Sep 23 | 1,466 | 148 | 480 | 284 |
| 30 Jun 23 | 1,366 | 99 | 457 | 266 |
| 31 Mar 23 | 1,277 | 137 | 432 | 252 |
| 31 Dec 22 | 1,187 | 147 | 399 | 234 |
| 30 Sep 22 | 1,071 | 104 | 402 | 212 |
| 30 Jun 22 | 992 | 141 | 400 | 195 |
| 31 Mar 22 | 925 | 43 | 482 | 192 |
| 31 Dec 21 | 863 | -60 | 519 | 190 |
| 30 Sep 21 | 872 | -21 | 500 | 181 |
| 30 Jun 21 | 806 | -70 | 475 | 168 |
| 31 Mar 21 | 729 | -54 | 370 | 144 |
| 31 Dec 20 | 681 | -2 | 309 | 120 |
| 30 Sep 20 | 627 | -40 | 286 | 114 |
| 30 Jun 20 | 591 | -33 | 260 | 110 |
| 31 Mar 20 | 562 | -1 | 231 | 104 |
| 31 Dec 19 | 531 | 1 | 211 | 101 |
| 30 Sep 19 | 474 | 15 | 175 | 93 |
| 30 Jun 19 | 448 | 15 | 166 | 90 |
| 31 Mar 19 | 435 | 23 | 162 | 85 |
| 31 Dec 18 | 420 | 29 | 155 | 77 |
| 30 Sep 18 | 400 | 25 | 154 | 70 |
| 30 Jun 18 | 385 | 20 | 151 | 63 |
| 31 Mar 18 | 366 | 14 | 144 | 57 |
| 31 Dec 17 | 344 | 5 | 139 | 54 |
| 30 Sep 17 | 331 | 14 | 128 | 49 |
| 30 Jun 17 | 313 | 17 | 120 | 42 |
| 31 Mar 17 | 292 | 18 | 112 | 36 |
| 31 Dec 16 | 268 | 17 | 108 | 31 |
| 30 Sep 16 | 242 | 16 | 99 | 28 |
| 30 Jun 16 | 221 | 14 | 89 | 27 |
| 31 Mar 16 | 209 | 16 | 80 | 26 |
| 31 Dec 15 | 198 | 20 | 70 | 24 |
| 30 Sep 15 | 189 | 20 | 59 | 21 |
| 30 Jun 15 | 183 | 26 | 56 | 18 |
양질의 수익: AXON는 $183.0M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.
이익 마진 증가: AXON의 현재 순 이익률 (6.9%)은 지난해 (14.9%)보다 낮습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: AXON는 지난 5년 동안 흑자전환하며 연평균 40.7%의 수익 성장을 기록했습니다.
성장 가속화: AXON은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.
수익 대 산업: AXON은 지난 1년 동안 수익이 감소(-37.9%)하여 Aerospace & Defense 업계 평균(23.6%)과 비교하기 어렵습니다.
자기자본이익률
높은 ROE: AXON의 자본 수익률(5.8%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 12:05 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Axon Enterprise, Inc.는 30명의 분석가가 다루고 있습니다. 이 중 17명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Power | Baird |
| Timothy Long | Barclays |
| Jordan Lyonnais | BofA Global Research |