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Side-by-side financial comparison of Axon Enterprise (AXON) and BRIGHT HORIZONS FAMILY SOLUTIONS INC. (BFAM). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $733.7M, roughly 1.1× BRIGHT HORIZONS FAMILY SOLUTIONS INC.). On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 8.8%). BRIGHT HORIZONS FAMILY SOLUTIONS INC. produced more free cash flow last quarter ($258.5M vs $155.4M). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs 8.5%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
Bright Horizons Family Solutions Inc. is a United States–based child-care provider and is the largest provider of employer-sponsored child care. It also provides back-up child care and elder care, tuition program management, education advising, and student loan repayment programs. It is headquartered in Newton, Massachusetts.
AXON vs BFAM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $733.7M |
| Net Profit | $2.7M | — |
| Gross Margin | 57.9% | 19.3% |
| Operating Margin | -6.3% | 6.2% |
| Net Margin | 0.3% | — |
| Revenue YoY | 38.9% | 8.8% |
| Net Profit YoY | -98.0% | — |
| EPS (diluted) | $0.02 | $0.38 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $796.7M | $733.7M | ||
| Q3 25 | $710.6M | $802.8M | ||
| Q2 25 | $668.5M | $731.6M | ||
| Q1 25 | $603.6M | $665.5M | ||
| Q4 24 | $573.4M | $674.1M | ||
| Q3 24 | $544.3M | $719.1M | ||
| Q2 24 | $504.1M | $670.1M | ||
| Q1 24 | $460.7M | $622.7M |
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $78.6M | ||
| Q2 25 | $36.1M | $54.8M | ||
| Q1 25 | $88.0M | $38.0M | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | $54.9M | ||
| Q2 24 | $40.8M | $39.2M | ||
| Q1 24 | $133.2M | $17.0M |
| Q4 25 | 57.9% | 19.3% | ||
| Q3 25 | 60.1% | 27.0% | ||
| Q2 25 | 60.4% | 25.0% | ||
| Q1 25 | 60.6% | 23.4% | ||
| Q4 24 | 60.5% | 20.8% | ||
| Q3 24 | 60.8% | 25.2% | ||
| Q2 24 | 60.3% | 24.2% | ||
| Q1 24 | 56.4% | 21.7% |
| Q4 25 | -6.3% | 6.2% | ||
| Q3 25 | -0.3% | 15.1% | ||
| Q2 25 | -0.2% | 11.8% | ||
| Q1 25 | -1.5% | 9.4% | ||
| Q4 24 | -2.6% | 7.2% | ||
| Q3 24 | 4.4% | 12.4% | ||
| Q2 24 | 6.5% | 10.3% | ||
| Q1 24 | 3.5% | 6.4% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 9.8% | ||
| Q2 25 | 5.4% | 7.5% | ||
| Q1 25 | 14.6% | 5.7% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | 7.6% | ||
| Q2 24 | 8.1% | 5.8% | ||
| Q1 24 | 28.9% | 2.7% |
| Q4 25 | $0.02 | $0.38 | ||
| Q3 25 | $-0.03 | $1.37 | ||
| Q2 25 | $0.44 | $0.95 | ||
| Q1 25 | $1.08 | $0.66 | ||
| Q4 24 | $1.68 | $0.50 | ||
| Q3 24 | $0.86 | $0.94 | ||
| Q2 24 | $0.53 | $0.67 | ||
| Q1 24 | $1.73 | $0.29 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.7B | $140.1M |
| Total DebtLower is stronger | $1.8B | $747.6M |
| Stockholders' EquityBook value | $3.2B | $1.3B |
| Total Assets | $7.0B | $3.9B |
| Debt / EquityLower = less leverage | 0.56× | 0.56× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $140.1M | ||
| Q3 25 | $2.4B | $116.6M | ||
| Q2 25 | $2.1B | $179.2M | ||
| Q1 25 | $2.2B | $112.0M | ||
| Q4 24 | $788.1M | $110.3M | ||
| Q3 24 | $1.0B | $109.9M | ||
| Q2 24 | $968.9M | $140.2M | ||
| Q1 24 | $964.1M | $63.7M |
| Q4 25 | $1.8B | $747.6M | ||
| Q3 25 | $2.0B | $747.5M | ||
| Q2 25 | $2.0B | $797.0M | ||
| Q1 25 | $2.0B | $872.7M | ||
| Q4 24 | $680.3M | $918.4M | ||
| Q3 24 | — | $925.7M | ||
| Q2 24 | — | $931.9M | ||
| Q1 24 | — | $938.1M |
| Q4 25 | $3.2B | $1.3B | ||
| Q3 25 | $3.0B | $1.4B | ||
| Q2 25 | $2.7B | $1.4B | ||
| Q1 25 | $2.6B | $1.3B | ||
| Q4 24 | $2.3B | $1.3B | ||
| Q3 24 | $2.1B | $1.4B | ||
| Q2 24 | $1.9B | $1.3B | ||
| Q1 24 | $1.8B | $1.2B |
| Q4 25 | $7.0B | $3.9B | ||
| Q3 25 | $6.7B | $3.9B | ||
| Q2 25 | $6.2B | $3.9B | ||
| Q1 25 | $6.1B | $3.8B | ||
| Q4 24 | $4.5B | $3.9B | ||
| Q3 24 | $4.0B | $3.9B | ||
| Q2 24 | $3.7B | $3.8B | ||
| Q1 24 | $3.6B | $3.8B |
| Q4 25 | 0.56× | 0.56× | ||
| Q3 25 | 0.66× | 0.52× | ||
| Q2 25 | 0.73× | 0.57× | ||
| Q1 25 | 0.79× | 0.66× | ||
| Q4 24 | 0.29× | 0.72× | ||
| Q3 24 | — | 0.66× | ||
| Q2 24 | — | 0.73× | ||
| Q1 24 | — | 0.76× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $217.2M | $350.7M |
| Free Cash FlowOCF − Capex | $155.4M | $258.5M |
| FCF MarginFCF / Revenue | 19.5% | 35.2% |
| Capex IntensityCapex / Revenue | 7.8% | 12.6% |
| Cash ConversionOCF / Net Profit | 79.14× | — |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $402.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | $350.7M | ||
| Q3 25 | $60.0M | $-17.6M | ||
| Q2 25 | $-91.7M | $134.2M | ||
| Q1 25 | $25.8M | $86.2M | ||
| Q4 24 | $250.2M | $337.5M | ||
| Q3 24 | $91.3M | $-8.9M | ||
| Q2 24 | $82.8M | $109.4M | ||
| Q1 24 | $-15.9M | $116.3M |
| Q4 25 | $155.4M | $258.5M | ||
| Q3 25 | $33.4M | $-42.4M | ||
| Q2 25 | $-114.7M | $115.4M | ||
| Q1 25 | $932.0K | $70.9M | ||
| Q4 24 | $225.4M | $240.2M | ||
| Q3 24 | $64.8M | $-32.2M | ||
| Q2 24 | $71.4M | $86.8M | ||
| Q1 24 | $-32.1M | $96.9M |
| Q4 25 | 19.5% | 35.2% | ||
| Q3 25 | 4.7% | -5.3% | ||
| Q2 25 | -17.2% | 15.8% | ||
| Q1 25 | 0.2% | 10.7% | ||
| Q4 24 | 39.3% | 35.6% | ||
| Q3 24 | 11.9% | -4.5% | ||
| Q2 24 | 14.2% | 13.0% | ||
| Q1 24 | -7.0% | 15.6% |
| Q4 25 | 7.8% | 12.6% | ||
| Q3 25 | 3.7% | 3.1% | ||
| Q2 25 | 3.4% | 2.6% | ||
| Q1 25 | 4.1% | 2.3% | ||
| Q4 24 | 4.3% | 14.4% | ||
| Q3 24 | 4.9% | 3.2% | ||
| Q2 24 | 2.2% | 3.4% | ||
| Q1 24 | 3.5% | 3.1% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | -0.22× | ||
| Q2 25 | -2.54× | 2.45× | ||
| Q1 25 | 0.29× | 2.26× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | -0.16× | ||
| Q2 24 | 2.03× | 2.79× | ||
| Q1 24 | -0.12× | 6.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AXON
| Software And Sensors Segment | $342.5M | 43% |
| TASER Devices Professional | $264.2M | 33% |
| Personal Sensors | $109.1M | 14% |
| Platform Solutions | $80.9M | 10% |
BFAM
Segment breakdown not available.
