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Side-by-side financial comparison of Axon Enterprise (AXON) and Driven Brands Holdings Inc. (DRVN). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $535.7M, roughly 1.5× Driven Brands Holdings Inc.). Driven Brands Holdings Inc. runs the higher net margin — 11.4% vs 0.3%, a 11.0% gap on every dollar of revenue. On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 6.6%). Axon Enterprise produced more free cash flow last quarter ($155.4M vs $39.5M). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs -4.0%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
Standard Brands was a packaged foods company, formed in 1929 by J. P. Morgan & Co. with the merger of:Fleischmann Company Royal Baking Powder Company E. W. Gillett Company of Canada (1929) - Toronto-based baking goods company founded by P. W. Gillett in 1852 Widlar Food Products Company Chase & Sanborn Coffee Company
AXON vs DRVN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $535.7M |
| Net Profit | $2.7M | $60.9M |
| Gross Margin | 57.9% | — |
| Operating Margin | -6.3% | 11.6% |
| Net Margin | 0.3% | 11.4% |
| Revenue YoY | 38.9% | 6.6% |
| Net Profit YoY | -98.0% | 507.2% |
| EPS (diluted) | $0.02 | $0.37 |
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 | $535.7M | ||
| Q2 25 | $668.5M | $551.0M | ||
| Q1 25 | $603.6M | $516.2M | ||
| Q4 24 | $573.4M | $836.5M | ||
| Q3 24 | $544.3M | $502.3M | ||
| Q2 24 | $504.1M | $518.8M | ||
| Q1 24 | $460.7M | $482.0M |
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $60.9M | ||
| Q2 25 | $36.1M | $47.6M | ||
| Q1 25 | $88.0M | $5.5M | ||
| Q4 24 | $136.0M | $-312.0M | ||
| Q3 24 | $67.0M | $-14.9M | ||
| Q2 24 | $40.8M | $30.2M | ||
| Q1 24 | $133.2M | $4.3M |
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | — | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | — | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | — | ||
| Q2 24 | 60.3% | — | ||
| Q1 24 | 56.4% | — |
| Q4 25 | -6.3% | — | ||
| Q3 25 | -0.3% | 11.6% | ||
| Q2 25 | -0.2% | 6.9% | ||
| Q1 25 | -1.5% | 11.9% | ||
| Q4 24 | -2.6% | -41.6% | ||
| Q3 24 | 4.4% | 9.9% | ||
| Q2 24 | 6.5% | 17.4% | ||
| Q1 24 | 3.5% | 14.1% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 11.4% | ||
| Q2 25 | 5.4% | 8.6% | ||
| Q1 25 | 14.6% | 1.1% | ||
| Q4 24 | 23.7% | -37.3% | ||
| Q3 24 | 12.3% | -3.0% | ||
| Q2 24 | 8.1% | 5.8% | ||
| Q1 24 | 28.9% | 0.9% |
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | $0.37 | ||
| Q2 25 | $0.44 | $0.29 | ||
| Q1 25 | $1.08 | $0.04 | ||
| Q4 24 | $1.68 | $-1.93 | ||
| Q3 24 | $0.86 | $-0.09 | ||
| Q2 24 | $0.53 | $0.18 | ||
| Q1 24 | $1.73 | $0.02 |
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 | $162.0M |
| Total DebtLower is stronger | $1.8B | $1.9B |
| Stockholders' EquityBook value | $3.2B | $793.5M |
| Total Assets | $7.0B | $4.2B |
| Debt / EquityLower = less leverage | 0.56× | 2.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | $162.0M | ||
| Q2 25 | $2.1B | $166.1M | ||
| Q1 25 | $2.2B | $152.0M | ||
| Q4 24 | $788.1M | $149.6M | ||
| Q3 24 | $1.0B | $204.2M | ||
| Q2 24 | $968.9M | $148.8M | ||
| Q1 24 | $964.1M | $165.5M |
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | $1.9B | ||
| Q2 25 | $2.0B | $2.1B | ||
| Q1 25 | $2.0B | $2.6B | ||
| Q4 24 | $680.3M | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.9B | ||
| Q1 24 | — | $2.9B |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $793.5M | ||
| Q2 25 | $2.7B | $743.4M | ||
| Q1 25 | $2.6B | $643.2M | ||
| Q4 24 | $2.3B | $607.3M | ||
| Q3 24 | $2.1B | $962.8M | ||
| Q2 24 | $1.9B | $942.8M | ||
| Q1 24 | $1.8B | $906.2M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.7B | $4.2B | ||
| Q2 25 | $6.2B | $4.3B | ||
| Q1 25 | $6.1B | $5.3B | ||
| Q4 24 | $4.5B | $5.3B | ||
| Q3 24 | $4.0B | $5.8B | ||
| Q2 24 | $3.7B | $5.8B | ||
| Q1 24 | $3.6B | $5.9B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | 2.44× | ||
| Q2 25 | 0.73× | 2.82× | ||
| Q1 25 | 0.79× | 4.07× | ||
| Q4 24 | 0.29× | 4.37× | ||
| Q3 24 | — | 2.84× | ||
| Q2 24 | — | 3.03× | ||
| Q1 24 | — | 3.21× |
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 | $79.2M |
| Free Cash FlowOCF − Capex | $155.4M | $39.5M |
| FCF MarginFCF / Revenue | 19.5% | 7.4% |
| Capex IntensityCapex / Revenue | 7.8% | 7.4% |
| Cash ConversionOCF / Net Profit | 79.14× | 1.30× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $31.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | — | ||
| Q3 25 | $60.0M | $79.2M | ||
| Q2 25 | $-91.7M | $80.4M | ||
| Q1 25 | $25.8M | $75.1M | ||
| Q4 24 | $250.2M | $32.9M | ||
| Q3 24 | $91.3M | $101.3M | ||
| Q2 24 | $82.8M | $46.9M | ||
| Q1 24 | $-15.9M | $60.3M |
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | $39.5M | ||
| Q2 25 | $-114.7M | $9.0M | ||
| Q1 25 | $932.0K | $18.9M | ||
| Q4 24 | $225.4M | $-36.3M | ||
| Q3 24 | $64.8M | $37.9M | ||
| Q2 24 | $71.4M | $-19.5M | ||
| Q1 24 | $-32.1M | $-29.2M |
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | 7.4% | ||
| Q2 25 | -17.2% | 1.6% | ||
| Q1 25 | 0.2% | 3.7% | ||
| Q4 24 | 39.3% | -4.3% | ||
| Q3 24 | 11.9% | 7.5% | ||
| Q2 24 | 14.2% | -3.8% | ||
| Q1 24 | -7.0% | -6.1% |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | 7.4% | ||
| Q2 25 | 3.4% | 13.0% | ||
| Q1 25 | 4.1% | 10.9% | ||
| Q4 24 | 4.3% | 8.3% | ||
| Q3 24 | 4.9% | 12.6% | ||
| Q2 24 | 2.2% | 12.8% | ||
| Q1 24 | 3.5% | 18.6% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | -2.54× | 1.69× | ||
| Q1 25 | 0.29× | 13.65× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | 1.56× | ||
| Q1 24 | -0.12× | 14.15× |
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% |
DRVN
| Company Operated Store Sales | $331.3M | 62% |
| Supply And Other | $74.3M | 14% |
| Car Wash Segment | $54.0M | 10% |
| Independently Operated Store Sales | $51.4M | 10% |
| Advertising | $27.9M | 5% |
| Employee Services Leasing Agreement | $2.0M | 0% |
