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Side-by-side financial comparison of Axon Enterprise (AXON) and SIFCO INDUSTRIES INC (SIF). Click either name above to swap in a different company.
Axon Enterprise is the larger business by last-quarter revenue ($796.7M vs $24.0M, roughly 33.2× SIFCO INDUSTRIES INC). SIFCO INDUSTRIES INC runs the higher net margin — 7.5% vs 0.3%, a 7.1% gap on every dollar of revenue. On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 14.8%). Axon Enterprise produced more free cash flow last quarter ($155.4M vs $8.0M). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs 8.1%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
SIFCO Industries, Inc. (SIFCO), is a global metal component manufacturer based in Cleveland, Ohio.
AXON vs SIF — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $24.0M |
| Net Profit | $2.7M | $1.8M |
| Gross Margin | 57.9% | 21.6% |
| Operating Margin | -6.3% | 10.7% |
| Net Margin | 0.3% | 7.5% |
| Revenue YoY | 38.9% | 14.8% |
| Net Profit YoY | -98.0% | 177.3% |
| EPS (diluted) | $0.02 | $0.29 |
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 | $24.0M | ||
| Q3 25 | $710.6M | $22.8M | ||
| Q2 25 | $668.5M | $22.1M | ||
| Q1 25 | $603.6M | $19.0M | ||
| Q4 24 | $573.4M | $20.9M | ||
| Q3 24 | $544.3M | $21.7M | ||
| Q2 24 | $504.1M | $22.0M | ||
| Q1 24 | $460.7M | $20.5M |
| Q4 25 | $2.7M | $1.8M | ||
| Q3 25 | $-2.2M | $-429.0K | ||
| Q2 25 | $36.1M | $3.4M | ||
| Q1 25 | $88.0M | $-1.4M | ||
| Q4 24 | $136.0M | $-2.3M | ||
| Q3 24 | $67.0M | $-443.0K | ||
| Q2 24 | $40.8M | $72.0K | ||
| Q1 24 | $133.2M | $-1.6M |
| Q4 25 | 57.9% | 21.6% | ||
| Q3 25 | 60.1% | 9.6% | ||
| Q2 25 | 60.4% | 26.7% | ||
| Q1 25 | 60.6% | 8.3% | ||
| Q4 24 | 60.5% | 4.4% | ||
| Q3 24 | 60.8% | 10.7% | ||
| Q2 24 | 60.3% | 12.3% | ||
| Q1 24 | 56.4% | 7.3% |
| Q4 25 | -6.3% | 10.7% | ||
| Q3 25 | -0.3% | -1.7% | ||
| Q2 25 | -0.2% | 14.8% | ||
| Q1 25 | -1.5% | -4.1% | ||
| Q4 24 | -2.6% | -9.2% | ||
| Q3 24 | 4.4% | -1.5% | ||
| Q2 24 | 6.5% | 0.7% | ||
| Q1 24 | 3.5% | -6.5% |
| Q4 25 | 0.3% | 7.5% | ||
| Q3 25 | -0.3% | -1.9% | ||
| Q2 25 | 5.4% | 15.4% | ||
| Q1 25 | 14.6% | -7.3% | ||
| Q4 24 | 23.7% | -11.1% | ||
| Q3 24 | 12.3% | -2.0% | ||
| Q2 24 | 8.1% | 0.3% | ||
| Q1 24 | 28.9% | -7.8% |
| Q4 25 | $0.02 | $0.29 | ||
| Q3 25 | $-0.03 | $-0.07 | ||
| Q2 25 | $0.44 | $0.56 | ||
| Q1 25 | $1.08 | $-0.23 | ||
| Q4 24 | $1.68 | $-0.38 | ||
| Q3 24 | $0.86 | $-0.07 | ||
| Q2 24 | $0.53 | $0.01 | ||
| Q1 24 | $1.73 | $-0.27 |
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 | $1.1M |
| Total DebtLower is stronger | $1.8B | $39.0K |
| Stockholders' EquityBook value | $3.2B | $38.7M |
| Total Assets | $7.0B | $74.9M |
| Debt / EquityLower = less leverage | 0.56× | 0.00× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $1.1M | ||
| Q3 25 | $2.4B | $491.0K | ||
| Q2 25 | $2.1B | $2.0M | ||
| Q1 25 | $2.2B | $1.9M | ||
| Q4 24 | $788.1M | $3.1M | ||
| Q3 24 | $1.0B | $1.7M | ||
| Q2 24 | $968.9M | $3.4M | ||
| Q1 24 | $964.1M | $2.5M |
| Q4 25 | $1.8B | $39.0K | ||
| Q3 25 | $2.0B | $51.0K | ||
| Q2 25 | $2.0B | — | ||
| Q1 25 | $2.0B | — | ||
| Q4 24 | $680.3M | — | ||
| Q3 24 | — | $0 | ||
| Q2 24 | — | $3.6M | ||
| Q1 24 | — | $4.1M |
| Q4 25 | $3.2B | $38.7M | ||
| Q3 25 | $3.0B | $36.9M | ||
| Q2 25 | $2.7B | $35.8M | ||
| Q1 25 | $2.6B | $32.4M | ||
| Q4 24 | $2.3B | $33.7M | ||
| Q3 24 | $2.1B | $30.4M | ||
| Q2 24 | $1.9B | $29.8M | ||
| Q1 24 | $1.8B | $29.7M |
| Q4 25 | $7.0B | $74.9M | ||
| Q3 25 | $6.7B | $73.4M | ||
| Q2 25 | $6.2B | $77.3M | ||
| Q1 25 | $6.1B | $78.8M | ||
| Q4 24 | $4.5B | $81.0M | ||
| Q3 24 | $4.0B | $104.6M | ||
| Q2 24 | $3.7B | $106.3M | ||
| Q1 24 | $3.6B | $104.2M |
| Q4 25 | 0.56× | 0.00× | ||
| Q3 25 | 0.66× | 0.00× | ||
| Q2 25 | 0.73× | — | ||
| Q1 25 | 0.79× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | — | 0.00× | ||
| Q2 24 | — | 0.12× | ||
| Q1 24 | — | 0.14× |
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 | $8.1M |
| Free Cash FlowOCF − Capex | $155.4M | $8.0M |
| FCF MarginFCF / Revenue | 19.5% | 33.3% |
| Capex IntensityCapex / Revenue | 7.8% | 0.4% |
| Cash ConversionOCF / Net Profit | 79.14× | 4.51× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $11.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | $8.1M | ||
| Q3 25 | $60.0M | $726.0K | ||
| Q2 25 | $-91.7M | $371.0K | ||
| Q1 25 | $25.8M | $2.8M | ||
| Q4 24 | $250.2M | $-3.8M | ||
| Q3 24 | $91.3M | $857.0K | ||
| Q2 24 | $82.8M | $382.0K | ||
| Q1 24 | $-15.9M | $-3.2M |
| Q4 25 | $155.4M | $8.0M | ||
| Q3 25 | $33.4M | $566.0K | ||
| Q2 25 | $-114.7M | $310.0K | ||
| Q1 25 | $932.0K | $2.7M | ||
| Q4 24 | $225.4M | $-3.9M | ||
| Q3 24 | $64.8M | $580.0K | ||
| Q2 24 | $71.4M | $-175.0K | ||
| Q1 24 | $-32.1M | $-3.9M |
| Q4 25 | 19.5% | 33.3% | ||
| Q3 25 | 4.7% | 2.5% | ||
| Q2 25 | -17.2% | 1.4% | ||
| Q1 25 | 0.2% | 14.1% | ||
| Q4 24 | 39.3% | -18.8% | ||
| Q3 24 | 11.9% | 2.7% | ||
| Q2 24 | 14.2% | -0.8% | ||
| Q1 24 | -7.0% | -18.9% |
| Q4 25 | 7.8% | 0.4% | ||
| Q3 25 | 3.7% | 0.7% | ||
| Q2 25 | 3.4% | 0.3% | ||
| Q1 25 | 4.1% | 0.8% | ||
| Q4 24 | 4.3% | 0.5% | ||
| Q3 24 | 4.9% | 1.3% | ||
| Q2 24 | 2.2% | 2.5% | ||
| Q1 24 | 3.5% | 3.3% |
| Q4 25 | 79.14× | 4.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | -2.54× | 0.11× | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 1.84× | — | ||
| Q3 24 | 1.36× | — | ||
| Q2 24 | 2.03× | 5.31× | ||
| 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% |
SIF
| Fixed Wing Aircraft Revenue | $10.5M | 44% |
| Commercial Revenue | $8.7M | 36% |
| Commercial Product And Other Revenue | $2.8M | 12% |
| Commercial Space | $1.1M | 5% |
| Other | $840.0K | 4% |
