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Side-by-side financial comparison of Axon Enterprise (AXON) and BlueLinx Holdings Inc. (BXC). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $748.9M, roughly 1.1× BlueLinx Holdings Inc.). Axon Enterprise runs the higher net margin — 0.3% vs 0.2%, a 0.1% gap on every dollar of revenue. On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 0.2%). Axon Enterprise produced more free cash flow last quarter ($155.4M vs $52.7M). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs 2.5%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
BlueLinx Holdings Inc. is a wholesale distributor of building and industrial products in the United States. Headquartered in Atlanta, Georgia, Shyam Reddy serves as its President and CEO.
AXON vs BXC — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $748.9M |
| Net Profit | $2.7M | $1.7M |
| Gross Margin | 57.9% | 14.4% |
| Operating Margin | -6.3% | 1.3% |
| Net Margin | 0.3% | 0.2% |
| Revenue YoY | 38.9% | 0.2% |
| Net Profit YoY | -98.0% | -89.7% |
| EPS (diluted) | $0.02 | $0.20 |
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 | — | ||
| Q3 25 | $710.6M | $748.9M | ||
| Q2 25 | $668.5M | $780.1M | ||
| Q1 25 | $603.6M | $709.2M | ||
| Q4 24 | $573.4M | $710.6M | ||
| Q3 24 | $544.3M | $747.3M | ||
| Q2 24 | $504.1M | $768.4M | ||
| Q1 24 | $460.7M | $726.2M |
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $1.7M | ||
| Q2 25 | $36.1M | $4.3M | ||
| Q1 25 | $88.0M | $2.8M | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | $16.0M | ||
| Q2 24 | $40.8M | $14.3M | ||
| Q1 24 | $133.2M | $17.5M |
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 14.4% | ||
| Q2 25 | 60.4% | 15.3% | ||
| Q1 25 | 60.6% | 15.7% | ||
| Q4 24 | 60.5% | 15.9% | ||
| Q3 24 | 60.8% | 16.8% | ||
| Q2 24 | 60.3% | 15.9% | ||
| Q1 24 | 56.4% | 17.6% |
| Q4 25 | -6.3% | — | ||
| Q3 25 | -0.3% | 1.3% | ||
| Q2 25 | -0.2% | 1.9% | ||
| Q1 25 | -1.5% | 1.5% | ||
| Q4 24 | -2.6% | 1.7% | ||
| Q3 24 | 4.4% | 3.2% | ||
| Q2 24 | 6.5% | 3.1% | ||
| Q1 24 | 3.5% | 3.8% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 0.2% | ||
| Q2 25 | 5.4% | 0.6% | ||
| Q1 25 | 14.6% | 0.4% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | 2.1% | ||
| Q2 24 | 8.1% | 1.9% | ||
| Q1 24 | 28.9% | 2.4% |
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | $0.20 | ||
| Q2 25 | $0.44 | $0.54 | ||
| Q1 25 | $1.08 | $0.33 | ||
| Q4 24 | $1.68 | $0.67 | ||
| Q3 24 | $0.86 | $1.87 | ||
| Q2 24 | $0.53 | $1.65 | ||
| Q1 24 | $1.73 | $2.00 |
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 | $429.4M |
| Total DebtLower is stronger | $1.8B | $598.5M |
| Stockholders' EquityBook value | $3.2B | $623.0M |
| Total Assets | $7.0B | $1.6B |
| Debt / EquityLower = less leverage | 0.56× | 0.96× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | $429.4M | ||
| Q2 25 | $2.1B | $386.8M | ||
| Q1 25 | $2.2B | $449.0M | ||
| Q4 24 | $788.1M | $505.6M | ||
| Q3 24 | $1.0B | $526.3M | ||
| Q2 24 | $968.9M | $491.4M | ||
| Q1 24 | $964.1M | $481.3M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $598.5M | ||
| Q2 25 | $2.0B | $596.4M | ||
| Q1 25 | $2.0B | $596.6M | ||
| Q4 24 | $680.3M | $575.1M | ||
| Q3 24 | — | $576.0M | ||
| Q2 24 | — | $574.6M | ||
| Q1 24 | — | $574.0M |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $623.0M | ||
| Q2 25 | $2.7B | $621.3M | ||
| Q1 25 | $2.6B | $636.1M | ||
| Q4 24 | $2.3B | $646.4M | ||
| Q3 24 | $2.1B | $655.6M | ||
| Q2 24 | $1.9B | $652.3M | ||
| Q1 24 | $1.8B | $653.2M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.7B | $1.6B | ||
| Q2 25 | $6.2B | $1.6B | ||
| Q1 25 | $6.1B | $1.6B | ||
| Q4 24 | $4.5B | $1.6B | ||
| Q3 24 | $4.0B | $1.6B | ||
| Q2 24 | $3.7B | $1.6B | ||
| Q1 24 | $3.6B | $1.6B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | 0.96× | ||
| Q2 25 | 0.73× | 0.96× | ||
| Q1 25 | 0.79× | 0.94× | ||
| Q4 24 | 0.29× | 0.89× | ||
| Q3 24 | — | 0.88× | ||
| Q2 24 | — | 0.88× | ||
| Q1 24 | — | 0.88× |
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 | $58.6M |
| Free Cash FlowOCF − Capex | $155.4M | $52.7M |
| FCF MarginFCF / Revenue | 19.5% | 7.0% |
| Capex IntensityCapex / Revenue | 7.8% | 0.8% |
| Cash ConversionOCF / Net Profit | 79.14× | 35.42× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $-25.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | — | ||
| Q3 25 | $60.0M | $58.6M | ||
| Q2 25 | $-91.7M | $-26.8M | ||
| Q1 25 | $25.8M | $-33.9M | ||
| Q4 24 | $250.2M | $18.7M | ||
| Q3 24 | $91.3M | $61.8M | ||
| Q2 24 | $82.8M | $35.8M | ||
| Q1 24 | $-15.9M | $-31.1M |
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | $52.7M | ||
| Q2 25 | $-114.7M | $-36.4M | ||
| Q1 25 | $932.0K | $-39.8M | ||
| Q4 24 | $225.4M | $-1.5M | ||
| Q3 24 | $64.8M | $53.8M | ||
| Q2 24 | $71.4M | $29.3M | ||
| Q1 24 | $-32.1M | $-36.6M |
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | 7.0% | ||
| Q2 25 | -17.2% | -4.7% | ||
| Q1 25 | 0.2% | -5.6% | ||
| Q4 24 | 39.3% | -0.2% | ||
| Q3 24 | 11.9% | 7.2% | ||
| Q2 24 | 14.2% | 3.8% | ||
| Q1 24 | -7.0% | -5.0% |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | 0.8% | ||
| Q2 25 | 3.4% | 1.2% | ||
| Q1 25 | 4.1% | 0.8% | ||
| Q4 24 | 4.3% | 2.9% | ||
| Q3 24 | 4.9% | 1.1% | ||
| Q2 24 | 2.2% | 0.8% | ||
| Q1 24 | 3.5% | 0.8% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | 35.42× | ||
| Q2 25 | -2.54× | -6.21× | ||
| Q1 25 | 0.29× | -12.09× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | 3.86× | ||
| Q2 24 | 2.03× | 2.50× | ||
| Q1 24 | -0.12× | -1.78× |
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% |
BXC
| Specialty Products | $525.5M | 70% |
| Structural Products | $223.4M | 30% |
