Compared to Estimates, Axon (AXON) Q3 Earnings: A Look at Key Metrics

For the quarter ended September 2025, Axon Enterprise (AXON) reported revenue of $710.64 million, up 30.6% over the same period last year. EPS came in at $1.17, compared to $1.45 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $699.57 million, representing a surprise of +1.58%. The company delivered an EPS surprise of -28.22%, with the consensus EPS estimate being $1.63.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how Axon performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Annual recurring revenue: $1,252.00 versus $1,231.82 estimated by five analysts on average.Net sales - Connected Devices: $405.4 million versus the six-analyst average estimate of $396.32 million.Net sales - Software and Services: $305.24 million compared to the $302.27 million average estimate based on six analysts.Net sales- Connected Devices- TASER: $237.95 million versus $237.85 million estimated by six analysts on average.Net Sales- Services: $305.24 million compared to the $302.27 million average estimate based on six analysts. The reported number represents a change of +41.1% year over year.Net sales- Connected Devices- Platform Solutions: $60.77 million versus the six-analyst average estimate of $55.05 million.Net Sales- Products: $405.4 million compared to the $396.32 million average estimate based on six analysts. The reported number represents a change of +23.6% year over year.Net sales- Connected Devices- Personal Sensors: $106.68 million versus the six-analyst average estimate of $103.42 million.Adjusted gross margin- Software and Services: $234.32 million versus the three-analyst average estimate of $239.95 million.Adjusted gross margin- Connected Devices: $211.13 million versus the three-analyst average estimate of $209.83 million.View all Key Company Metrics for Axon here>>>Shares of Axon have returned +0.4% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Axon Enterprise, Inc (AXON): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks