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Side-by-side financial comparison of Axon Enterprise (AXON) and Gen Digital (GEN). Click either name above to swap in a different company.
Gen Digital is the larger business by last-quarter revenue ($1.2B vs $796.7M, roughly 1.6× Axon Enterprise). Gen Digital runs the higher net margin — 15.5% vs 0.3%, a 15.1% gap on every dollar of revenue. On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 28.5%). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs 13.2%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
Gen Digital Inc. is a multinational software company co-headquartered in both Tempe, Arizona (USA) and Prague, Czech Republic (EU). The company provides cybersecurity software, financial technology, and services. Gen is a Fortune 500 company and a member of the S&P 500 stock-market index. It is listed at both NASDAQ and Prague Stock Exchange. Its portfolio includes Norton, Avast, LifeLock, Avira, AVG, ReputationDefender, MoneyLion and CCleaner.
AXON vs GEN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $1.2B |
| Net Profit | $2.7M | $192.0M |
| Gross Margin | 57.9% | 78.4% |
| Operating Margin | -6.3% | 34.9% |
| Net Margin | 0.3% | 15.5% |
| Revenue YoY | 38.9% | 28.5% |
| Net Profit YoY | -98.0% | 6.1% |
| EPS (diluted) | $0.02 | $0.31 |
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.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $796.7M | $1.2B | ||
| Q3 25 | $710.6M | $1.3B | ||
| Q2 25 | $668.5M | — | ||
| Q1 25 | $603.6M | $1.0B | ||
| Q4 24 | $573.4M | $986.0M | ||
| Q3 24 | $544.3M | $974.0M | ||
| Q2 24 | $504.1M | $965.0M |
| Q1 26 | — | $192.0M | ||
| Q4 25 | $2.7M | $134.0M | ||
| Q3 25 | $-2.2M | $135.0M | ||
| Q2 25 | $36.1M | — | ||
| Q1 25 | $88.0M | $142.0M | ||
| Q4 24 | $136.0M | $159.0M | ||
| Q3 24 | $67.0M | $161.0M | ||
| Q2 24 | $40.8M | $181.0M |
| Q1 26 | — | 78.4% | ||
| Q4 25 | 57.9% | 78.2% | ||
| Q3 25 | 60.1% | 78.8% | ||
| Q2 25 | 60.4% | — | ||
| Q1 25 | 60.6% | 80.3% | ||
| Q4 24 | 60.5% | 80.4% | ||
| Q3 24 | 60.8% | 80.1% | ||
| Q2 24 | 60.3% | 80.3% |
| Q1 26 | — | 34.9% | ||
| Q4 25 | -6.3% | 35.9% | ||
| Q3 25 | -0.3% | 35.5% | ||
| Q2 25 | -0.2% | — | ||
| Q1 25 | -1.5% | 41.3% | ||
| Q4 24 | -2.6% | 37.9% | ||
| Q3 24 | 4.4% | 41.3% | ||
| Q2 24 | 6.5% | 43.2% |
| Q1 26 | — | 15.5% | ||
| Q4 25 | 0.3% | 11.0% | ||
| Q3 25 | -0.3% | 10.7% | ||
| Q2 25 | 5.4% | — | ||
| Q1 25 | 14.6% | 14.1% | ||
| Q4 24 | 23.7% | 16.1% | ||
| Q3 24 | 12.3% | 16.5% | ||
| Q2 24 | 8.1% | 18.8% |
| Q1 26 | — | $0.31 | ||
| Q4 25 | $0.02 | $0.21 | ||
| Q3 25 | $-0.03 | $0.22 | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $1.08 | $0.22 | ||
| Q4 24 | $1.68 | $0.26 | ||
| Q3 24 | $0.86 | $0.26 | ||
| Q2 24 | $0.53 | $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 | — |
| Total DebtLower is stronger | $1.8B | $8.4B |
| Stockholders' EquityBook value | $3.2B | $2.3B |
| Total Assets | $7.0B | $15.8B |
| Debt / EquityLower = less leverage | 0.56× | 3.61× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.1B | — | ||
| Q1 25 | $2.2B | $1.0B | ||
| Q4 24 | $788.1M | $883.0M | ||
| Q3 24 | $1.0B | $737.0M | ||
| Q2 24 | $968.9M | $644.0M |
| Q1 26 | — | $8.4B | ||
| Q4 25 | $1.8B | $8.7B | ||
| Q3 25 | $2.0B | $8.9B | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | $8.3B | ||
| Q4 24 | $680.3M | $8.5B | ||
| Q3 24 | — | $8.5B | ||
| Q2 24 | — | $8.5B |
| Q1 26 | — | $2.3B | ||
| Q4 25 | $3.2B | $2.5B | ||
| Q3 25 | $3.0B | $2.4B | ||
| Q2 25 | $2.7B | — | ||
| Q1 25 | $2.6B | $2.3B | ||
| Q4 24 | $2.3B | $2.2B | ||
| Q3 24 | $2.1B | $2.1B | ||
| Q2 24 | $1.9B | $2.0B |
| Q1 26 | — | $15.8B | ||
| Q4 25 | $7.0B | $16.1B | ||
| Q3 25 | $6.7B | $16.4B | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $6.1B | $15.5B | ||
| Q4 24 | $4.5B | $15.4B | ||
| Q3 24 | $4.0B | $15.5B | ||
| Q2 24 | $3.7B | $15.4B |
| Q1 26 | — | 3.61× | ||
| Q4 25 | 0.56× | 3.54× | ||
| Q3 25 | 0.66× | 3.75× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | 3.64× | ||
| Q4 24 | 0.29× | 3.94× | ||
| Q3 24 | — | 4.06× | ||
| Q2 24 | — | 4.33× |
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 | — |
| Free Cash FlowOCF − Capex | $155.4M | — |
| FCF MarginFCF / Revenue | 19.5% | — |
| Capex IntensityCapex / Revenue | 7.8% | — |
| Cash ConversionOCF / Net Profit | 79.14× | — |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $217.2M | $541.0M | ||
| Q3 25 | $60.0M | $409.0M | ||
| Q2 25 | $-91.7M | — | ||
| Q1 25 | $25.8M | $473.0M | ||
| Q4 24 | $250.2M | $326.0M | ||
| Q3 24 | $91.3M | $158.0M | ||
| Q2 24 | $82.8M | $264.0M |
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $535.0M | ||
| Q3 25 | $33.4M | $405.0M | ||
| Q2 25 | $-114.7M | — | ||
| Q1 25 | $932.0K | $470.0M | ||
| Q4 24 | $225.4M | $318.0M | ||
| Q3 24 | $64.8M | $156.0M | ||
| Q2 24 | $71.4M | $262.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 43.9% | ||
| Q3 25 | 4.7% | 32.2% | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 0.2% | 46.5% | ||
| Q4 24 | 39.3% | 32.3% | ||
| Q3 24 | 11.9% | 16.0% | ||
| Q2 24 | 14.2% | 27.2% |
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 0.5% | ||
| Q3 25 | 3.7% | 0.3% | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 4.1% | 0.3% | ||
| Q4 24 | 4.3% | 0.8% | ||
| Q3 24 | 4.9% | 0.2% | ||
| Q2 24 | 2.2% | 0.2% |
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | 4.04× | ||
| Q3 25 | — | 3.03× | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | 3.33× | ||
| Q4 24 | 1.84× | 2.05× | ||
| Q3 24 | 1.36× | 0.98× | ||
| Q2 24 | 2.03× | 1.46× |
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% |
GEN
| Cyber Safety Platform | $819.0M | 66% |
| Trust Based Solutions | $421.0M | 34% |
| Net Interest Income On Notes Receivable | $4.0M | 0% |
