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Side-by-side financial comparison of Axon Enterprise (AXON) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $558.0M, roughly 1.4× Mobileye Global Inc.). On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 27.4%). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs 12.7%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.
AXON vs MBLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $558.0M |
| Net Profit | $2.7M | — |
| Gross Margin | 57.9% | 49.3% |
| Operating Margin | -6.3% | -647.5% |
| Net Margin | 0.3% | — |
| Revenue YoY | 38.9% | 27.4% |
| Net Profit YoY | -98.0% | — |
| EPS (diluted) | $0.02 | — |
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 | — | $558.0M | ||
| Q4 25 | $796.7M | $446.0M | ||
| Q3 25 | $710.6M | $504.0M | ||
| Q2 25 | $668.5M | $506.0M | ||
| Q1 25 | $603.6M | $438.0M | ||
| Q4 24 | $573.4M | $490.0M | ||
| Q3 24 | $544.3M | $486.0M | ||
| Q2 24 | $504.1M | $439.0M |
| Q1 26 | — | — | ||
| Q4 25 | $2.7M | $-127.0M | ||
| Q3 25 | $-2.2M | $-96.0M | ||
| Q2 25 | $36.1M | $-67.0M | ||
| Q1 25 | $88.0M | $-102.0M | ||
| Q4 24 | $136.0M | $-71.0M | ||
| Q3 24 | $67.0M | $-2.7B | ||
| Q2 24 | $40.8M | $-86.0M |
| Q1 26 | — | 49.3% | ||
| Q4 25 | 57.9% | 45.3% | ||
| Q3 25 | 60.1% | 48.2% | ||
| Q2 25 | 60.4% | 49.8% | ||
| Q1 25 | 60.6% | 47.3% | ||
| Q4 24 | 60.5% | 49.2% | ||
| Q3 24 | 60.8% | 48.8% | ||
| Q2 24 | 60.3% | 47.6% |
| Q1 26 | — | -647.5% | ||
| Q4 25 | -6.3% | -31.4% | ||
| Q3 25 | -0.3% | -21.6% | ||
| Q2 25 | -0.2% | -14.6% | ||
| Q1 25 | -1.5% | -26.7% | ||
| Q4 24 | -2.6% | -17.6% | ||
| Q3 24 | 4.4% | -577.6% | ||
| Q2 24 | 6.5% | -21.4% |
| Q1 26 | — | — | ||
| Q4 25 | 0.3% | -28.5% | ||
| Q3 25 | -0.3% | -19.0% | ||
| Q2 25 | 5.4% | -13.2% | ||
| Q1 25 | 14.6% | -23.3% | ||
| Q4 24 | 23.7% | -14.5% | ||
| Q3 24 | 12.3% | -558.6% | ||
| Q2 24 | 8.1% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | $0.02 | $-0.15 | ||
| Q3 25 | $-0.03 | $-0.12 | ||
| Q2 25 | $0.44 | $-0.08 | ||
| Q1 25 | $1.08 | $-0.13 | ||
| Q4 24 | $1.68 | $-0.09 | ||
| Q3 24 | $0.86 | $-3.35 | ||
| Q2 24 | $0.53 | $-0.11 |
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 | $1.2B |
| Total DebtLower is stronger | $1.8B | — |
| Stockholders' EquityBook value | $3.2B | $8.2B |
| Total Assets | $7.0B | $8.7B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.7B | $1.8B | ||
| Q3 25 | $2.4B | $1.7B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.2B | $1.5B | ||
| Q4 24 | $788.1M | $1.4B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $968.9M | $1.2B |
| Q1 26 | — | — | ||
| Q4 25 | $1.8B | — | ||
| Q3 25 | $2.0B | — | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $8.2B | ||
| Q4 25 | $3.2B | $11.9B | ||
| Q3 25 | $3.0B | $11.9B | ||
| Q2 25 | $2.7B | $12.1B | ||
| Q1 25 | $2.6B | $12.0B | ||
| Q4 24 | $2.3B | $12.1B | ||
| Q3 24 | $2.1B | $12.1B | ||
| Q2 24 | $1.9B | $14.7B |
| Q1 26 | — | $8.7B | ||
| Q4 25 | $7.0B | $12.5B | ||
| Q3 25 | $6.7B | $12.5B | ||
| Q2 25 | $6.2B | $12.6B | ||
| Q1 25 | $6.1B | $12.5B | ||
| Q4 24 | $4.5B | $12.6B | ||
| Q3 24 | $4.0B | $12.6B | ||
| Q2 24 | $3.7B | $15.3B |
| Q1 26 | — | — | ||
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
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 | $75.0M |
| 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 | — | $75.0M | ||
| Q4 25 | $217.2M | $113.0M | ||
| Q3 25 | $60.0M | $167.0M | ||
| Q2 25 | $-91.7M | $213.0M | ||
| Q1 25 | $25.8M | $109.0M | ||
| Q4 24 | $250.2M | $204.0M | ||
| Q3 24 | $91.3M | $126.0M | ||
| Q2 24 | $82.8M | $30.0M |
| Q1 26 | — | — | ||
| Q4 25 | $155.4M | $86.0M | ||
| Q3 25 | $33.4M | $143.0M | ||
| Q2 25 | $-114.7M | $199.0M | ||
| Q1 25 | $932.0K | $95.0M | ||
| Q4 24 | $225.4M | $191.0M | ||
| Q3 24 | $64.8M | $104.0M | ||
| Q2 24 | $71.4M | $6.0M |
| Q1 26 | — | — | ||
| Q4 25 | 19.5% | 19.3% | ||
| Q3 25 | 4.7% | 28.4% | ||
| Q2 25 | -17.2% | 39.3% | ||
| Q1 25 | 0.2% | 21.7% | ||
| Q4 24 | 39.3% | 39.0% | ||
| Q3 24 | 11.9% | 21.4% | ||
| Q2 24 | 14.2% | 1.4% |
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 6.1% | ||
| Q3 25 | 3.7% | 4.8% | ||
| Q2 25 | 3.4% | 2.8% | ||
| Q1 25 | 4.1% | 3.2% | ||
| Q4 24 | 4.3% | 2.7% | ||
| Q3 24 | 4.9% | 4.5% | ||
| Q2 24 | 2.2% | 5.5% |
| Q1 26 | — | — | ||
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | — |
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% |
MBLY
Segment breakdown not available.
