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AXON Industrials Latest YouTube: Q2 2026 Published 2026-08-05

Axon Enterprise, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Axon (AXON): Revenue Up 35%. Free Cash Flow: Minus $1 Million.

Published 2026-08-05

Library coverage

Episodes tracked
2
Episodes linked
2
Latest video
Q2 2026
2026-08-05
Podcast available
Yes
Current price
$627.75
+12.81 (+2.08%)
Trailing / Forward P/E
262.66x
Forward: 59.45x
Market cap / Volume
Volume:
Revenue / Earnings Growth
35.3%
Earnings: -18.2%
Margins
5.2% op
Gross: 59.5% · Net: 6.2%
Balance sheet
2.15x current
Debt / Equity: 50.4
52-week range / Beta
$339.01 - $794.29
Beta: 1.40
Analyst target
$693.40
Upside: 10.5%
Cash / shareholder return
0.44% FCF yield
Dividend yield: —

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 13.88x
Return on equity: 6.2%
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally. The company operates in two segments, Software and Services, and Connected Devices. The Software and Services segment develops, manufactures, and sells cloud-based software-as-a-service solutions to capture, store, manage, share, and analyze video and other digital evidence. This segment also offers Axon Evidence, Draft One, Axon Records, Axon Standards, Axon Fusus, Axon Assistant, and others. The Connected Devices segment engages in the development, manufacture, and sale of integrated hardware solutions, such as conducted energy devices under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, accessories, extended warranties, and related hardware products, as well as virtual reality training hardware. The company serves first responders across international, federal, state, and local governments, international governmental entities, commercial enterprises, and consumers through direct sales, distribution partners, and third-party resellers. The company was formerly known as TASER International, Inc. and changed its name to Axon Enterprise, Inc. in April 2017. Axon Enterprise, Inc. was incorporated in 1993 and is headquartered in Scottsdale, Arizona.

Price chart

Market context for AXON

Competitive view

AXON vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Axon Enterprise, Inc. latest YouTube video thumbnail YouTube
Axon Enterprise, Inc.
AXON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Honeywell International Inc. latest YouTube video thumbnail YouTube
Honeywell International Inc.
HON
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Lockheed Martin Corporation latest YouTube video thumbnail YouTube
Lockheed Martin Corporation
LMT
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AXON
$51.00B
Axon Enterprise, Inc.
HON
$68.43B
Honeywell International Inc.
LMT
$130.07B
Lockheed Martin Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AXON
262.7x
Axon Enterprise, Inc.
HON
8.3x
Honeywell International Inc.
LMT
20.8x
Lockheed Martin Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AXON
59.5x
Axon Enterprise, Inc.
HON
21.6x
Honeywell International Inc.
LMT
17.2x
Lockheed Martin Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AXON
35.3%
Axon Enterprise, Inc.
HON
4.3%
Honeywell International Inc.
LMT
10.5%
Lockheed Martin Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AXON
-18.2%
Axon Enterprise, Inc.
HON
263.9%
Honeywell International Inc.
LMT
443.8%
Lockheed Martin Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AXON
5.2%
Axon Enterprise, Inc.
HON
20.2%
Honeywell International Inc.
LMT
12.0%
Lockheed Martin Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AXON
59.5%
Axon Enterprise, Inc.
HON
36.5%
Honeywell International Inc.
LMT
11.8%
Lockheed Martin Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AXON
6.2%
Axon Enterprise, Inc.
HON
21.6%
Honeywell International Inc.
LMT
8.2%
Lockheed Martin Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AXON
6.2%
Axon Enterprise, Inc.
HON
46.6%
Honeywell International Inc.
LMT
89.2%
Lockheed Martin Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AXON
0.4%
Axon Enterprise, Inc.
HON
3.8%
Honeywell International Inc.
LMT
4.3%
Lockheed Martin Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AXON
50.36x
Axon Enterprise, Inc.
HON
185.37x
Honeywell International Inc.
LMT
234.24x
Lockheed Martin Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AXON
2.15x
Axon Enterprise, Inc.
HON
1.21x
Honeywell International Inc.
LMT
1.19x
Lockheed Martin Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AXON
1.40
Axon Enterprise, Inc.
HON
0.92
Honeywell International Inc.
LMT
0.11
Lockheed Martin Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AXON
Axon Enterprise, Inc.
HON
4.3%
Honeywell International Inc.
LMT
2.4%
Lockheed Martin Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AXON
10.5%
Axon Enterprise, Inc.
HON
21.8%
Honeywell International Inc.
LMT
12.3%
Lockheed Martin Corporation

Episode timeline

Episode archive for AXON

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-08-05
Published youtube podcast complete
Axon (AXON): Revenue Up 35%. Free Cash Flow: Minus $1 Million.
Quarterly earnings-analysis entry for Axon Enterprise, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-07
Published youtube podcast complete
AXON Stock: $0.8B Revenue — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Axon Enterprise, Inc.. Use the links on the right to open the video or podcast episode.