Axon (NASDAQ:AXON) Beats Expectations in Strong Q4 CY2025, Stock Jumps 15.1%

Axon (NASDAQ:AXON) exceeded Wall Street’s expectations in Q4 CY2025, reporting a 38.5% year-on-year revenue increase to $796.7 million and non-GAAP profit of $2.15 per share, significantly above consensus estimates. The company’s strong performance, with revenue and adjusted EPS beating forecasts by 5.4% and 34.5% respectively, led to a 15.1% jump in its stock price. Despite a decline in operating margin this quarter, Axon’s long-term sales growth and profitable incremental sales suggest continued strength.