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Side-by-side financial comparison of Axon Enterprise (AXON) and monday.com Ltd. (MNDY). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $704.0M, roughly 1.1× monday.com Ltd.). monday.com Ltd. runs the higher net margin — 1.3% vs 0.3%, a 1.0% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $155.4M).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
AXON vs MNDY — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $704.0M |
| Net Profit | $2.7M | $9.4M |
| Gross Margin | 57.9% | 89.6% |
| Operating Margin | -6.3% | -4.4% |
| Net Margin | 0.3% | 1.3% |
| Revenue YoY | 38.9% | — |
| 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.
| Q4 25 | $796.7M | — | ||
| Q3 25 | $710.6M | $704.0M | ||
| Q2 25 | $668.5M | $453.0M | ||
| Q1 25 | $603.6M | $216.9M | ||
| Q4 24 | $573.4M | — | ||
| Q3 24 | $544.3M | $527.1M | ||
| Q2 24 | $504.1M | $337.9M | ||
| Q1 24 | $460.7M | $162.3M |
| Q4 25 | $2.7M | — | ||
| Q3 25 | $-2.2M | $9.4M | ||
| Q2 25 | $36.1M | $21.4M | ||
| Q1 25 | $88.0M | $7.1M | ||
| Q4 24 | $136.0M | — | ||
| Q3 24 | $67.0M | $-14.2M | ||
| Q2 24 | $40.8M | $-21.7M | ||
| Q1 24 | $133.2M | $-14.7M |
| Q4 25 | 57.9% | — | ||
| Q3 25 | 60.1% | 89.6% | ||
| Q2 25 | 60.4% | 89.6% | ||
| Q1 25 | 60.6% | 89.2% | ||
| Q4 24 | 60.5% | — | ||
| Q3 24 | 60.8% | 89.0% | ||
| Q2 24 | 60.3% | 89.2% | ||
| Q1 24 | 56.4% | 89.5% |
| Q4 25 | -6.3% | — | ||
| Q3 25 | -0.3% | -4.4% | ||
| Q2 25 | -0.2% | -0.7% | ||
| Q1 25 | -1.5% | -2.3% | ||
| Q4 24 | -2.6% | — | ||
| Q3 24 | 4.4% | -7.1% | ||
| Q2 24 | 6.5% | -10.3% | ||
| Q1 24 | 3.5% | -14.0% |
| Q4 25 | 0.3% | — | ||
| Q3 25 | -0.3% | 1.3% | ||
| Q2 25 | 5.4% | 4.7% | ||
| Q1 25 | 14.6% | 3.3% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 12.3% | -2.7% | ||
| Q2 24 | 8.1% | -6.4% | ||
| Q1 24 | 28.9% | -9.0% |
| Q4 25 | $0.02 | — | ||
| Q3 25 | $-0.03 | — | ||
| Q2 25 | $0.44 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.68 | — | ||
| Q3 24 | $0.86 | — | ||
| Q2 24 | $0.53 | — | ||
| Q1 24 | $1.73 | — |
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 | $1.4B |
| Total DebtLower is stronger | $1.8B | — |
| Stockholders' EquityBook value | $3.2B | $1.0B |
| Total Assets | $7.0B | $1.7B |
| Debt / EquityLower = less leverage | 0.56× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | — | ||
| Q3 25 | $2.4B | $1.4B | ||
| Q2 25 | $2.1B | $1.7B | ||
| Q1 25 | $2.2B | $1.4B | ||
| Q4 24 | $788.1M | — | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $968.9M | $1.3B | ||
| Q1 24 | $964.1M | $1.1B |
| 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 24 | — | — |
| Q4 25 | $3.2B | — | ||
| Q3 25 | $3.0B | $1.0B | ||
| Q2 25 | $2.7B | $1.2B | ||
| Q1 25 | $2.6B | $1.0B | ||
| Q4 24 | $2.3B | — | ||
| Q3 24 | $2.1B | $813.5M | ||
| Q2 24 | $1.9B | $910.1M | ||
| Q1 24 | $1.8B | $813.5M |
| Q4 25 | $7.0B | — | ||
| Q3 25 | $6.7B | $1.7B | ||
| Q2 25 | $6.2B | $2.0B | ||
| Q1 25 | $6.1B | $1.7B | ||
| Q4 24 | $4.5B | — | ||
| Q3 24 | $4.0B | $1.3B | ||
| Q2 24 | $3.7B | $1.5B | ||
| Q1 24 | $3.6B | $1.3B |
| Q4 25 | 0.56× | — | ||
| Q3 25 | 0.66× | — | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $234.4M |
| Free Cash FlowOCF − Capex | $155.4M | $224.6M |
| FCF MarginFCF / Revenue | 19.5% | 31.9% |
| Capex IntensityCapex / Revenue | 7.8% | 1.4% |
| Cash ConversionOCF / Net Profit | 79.14× | 25.02× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $608.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | — | ||
| Q3 25 | $60.0M | $234.4M | ||
| Q2 25 | $-91.7M | $147.7M | ||
| Q1 25 | $25.8M | $92.0M | ||
| Q4 24 | $250.2M | — | ||
| Q3 24 | $91.3M | $156.9M | ||
| Q2 24 | $82.8M | $90.3M | ||
| Q1 24 | $-15.9M | $42.7M |
| Q4 25 | $155.4M | — | ||
| Q3 25 | $33.4M | $224.6M | ||
| Q2 25 | $-114.7M | $141.8M | ||
| Q1 25 | $932.0K | $90.5M | ||
| Q4 24 | $225.4M | — | ||
| Q3 24 | $64.8M | $151.4M | ||
| Q2 24 | $71.4M | $85.6M | ||
| Q1 24 | $-32.1M | $39.2M |
| Q4 25 | 19.5% | — | ||
| Q3 25 | 4.7% | 31.9% | ||
| Q2 25 | -17.2% | 31.3% | ||
| Q1 25 | 0.2% | 41.7% | ||
| Q4 24 | 39.3% | — | ||
| Q3 24 | 11.9% | 28.7% | ||
| Q2 24 | 14.2% | 25.3% | ||
| Q1 24 | -7.0% | 24.1% |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 3.7% | 1.4% | ||
| Q2 25 | 3.4% | 1.3% | ||
| Q1 25 | 4.1% | 0.7% | ||
| Q4 24 | 4.3% | — | ||
| Q3 24 | 4.9% | 1.0% | ||
| Q2 24 | 2.2% | 1.4% | ||
| Q1 24 | 3.5% | 2.2% |
| Q4 25 | 79.14× | — | ||
| Q3 25 | — | 25.02× | ||
| Q2 25 | -2.54× | 6.91× | ||
| Q1 25 | 0.29× | 12.99× | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | — | ||
| Q1 24 | -0.12× | — |
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% |
MNDY
Segment breakdown not available.
