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Side-by-side financial comparison of Axon Enterprise (AXON) and TIMKEN CO (TKR). Click either name above to swap in a different company.
TIMKEN CO is the larger business by last-quarter revenue ($1.1B vs $796.7M, roughly 1.4× Axon Enterprise). TIMKEN CO runs the higher net margin — 5.6% vs 0.3%, a 5.3% gap on every dollar of revenue. On growth, Axon Enterprise posted the faster year-over-year revenue change (38.9% vs 3.5%). Axon Enterprise produced more free cash flow last quarter ($155.4M vs $140.7M). Over the past eight quarters, Axon Enterprise's revenue compounded faster (31.5% CAGR vs -3.4%).
Axon Enterprise, Inc. is an American company based in Scottsdale, Arizona, that develops weapons and technology products for military, law enforcement, and civilians.
The Timken Company is a global manufacturer of engineered bearings and industrial motion products. Headquartered in North Canton, Ohio, the company operates from 45 countries.
AXON vs TKR — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $796.7M | $1.1B |
| Net Profit | $2.7M | $62.3M |
| Gross Margin | 57.9% | 29.3% |
| Operating Margin | -6.3% | 9.8% |
| Net Margin | 0.3% | 5.6% |
| Revenue YoY | 38.9% | 3.5% |
| Net Profit YoY | -98.0% | -12.5% |
| EPS (diluted) | $0.02 | $0.89 |
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 | $1.1B | ||
| Q3 25 | $710.6M | $1.2B | ||
| Q2 25 | $668.5M | $1.2B | ||
| Q1 25 | $603.6M | $1.1B | ||
| Q4 24 | $573.4M | $1.1B | ||
| Q3 24 | $544.3M | $1.1B | ||
| Q2 24 | $504.1M | $1.2B | ||
| Q1 24 | $460.7M | $1.2B |
| Q4 25 | $2.7M | $62.3M | ||
| Q3 25 | $-2.2M | $69.3M | ||
| Q2 25 | $36.1M | $78.5M | ||
| Q1 25 | $88.0M | $78.3M | ||
| Q4 24 | $136.0M | $71.2M | ||
| Q3 24 | $67.0M | $81.8M | ||
| Q2 24 | $40.8M | $96.2M | ||
| Q1 24 | $133.2M | $103.5M |
| Q4 25 | 57.9% | 29.3% | ||
| Q3 25 | 60.1% | 30.2% | ||
| Q2 25 | 60.4% | 30.7% | ||
| Q1 25 | 60.6% | 31.5% | ||
| Q4 24 | 60.5% | 30.3% | ||
| Q3 24 | 60.8% | 30.6% | ||
| Q2 24 | 60.3% | 31.6% | ||
| Q1 24 | 56.4% | 33.4% |
| Q4 25 | -6.3% | 9.8% | ||
| Q3 25 | -0.3% | 12.0% | ||
| Q2 25 | -0.2% | 12.6% | ||
| Q1 25 | -1.5% | 12.6% | ||
| Q4 24 | -2.6% | 10.5% | ||
| Q3 24 | 4.4% | 13.0% | ||
| Q2 24 | 6.5% | 14.1% | ||
| Q1 24 | 3.5% | 15.5% |
| Q4 25 | 0.3% | 5.6% | ||
| Q3 25 | -0.3% | 6.0% | ||
| Q2 25 | 5.4% | 6.7% | ||
| Q1 25 | 14.6% | 6.9% | ||
| Q4 24 | 23.7% | 6.6% | ||
| Q3 24 | 12.3% | 7.3% | ||
| Q2 24 | 8.1% | 8.1% | ||
| Q1 24 | 28.9% | 8.7% |
| Q4 25 | $0.02 | $0.89 | ||
| Q3 25 | $-0.03 | $0.99 | ||
| Q2 25 | $0.44 | $1.12 | ||
| Q1 25 | $1.08 | $1.11 | ||
| Q4 24 | $1.68 | $1.01 | ||
| Q3 24 | $0.86 | $1.16 | ||
| Q2 24 | $0.53 | $1.36 | ||
| Q1 24 | $1.73 | $1.46 |
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 | $364.4M |
| Total DebtLower is stronger | $1.8B | $1.9B |
| Stockholders' EquityBook value | $3.2B | $3.2B |
| Total Assets | $7.0B | $6.7B |
| Debt / EquityLower = less leverage | 0.56× | 0.60× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.7B | $364.4M | ||
| Q3 25 | $2.4B | $449.1M | ||
| Q2 25 | $2.1B | $419.3M | ||
| Q1 25 | $2.2B | $376.1M | ||
| Q4 24 | $788.1M | $373.2M | ||
| Q3 24 | $1.0B | $412.7M | ||
| Q2 24 | $968.9M | $469.9M | ||
| Q1 24 | $964.1M | $421.9M |
| Q4 25 | $1.8B | $1.9B | ||
| Q3 25 | $2.0B | $2.1B | ||
| Q2 25 | $2.0B | $2.2B | ||
| Q1 25 | $2.0B | $2.1B | ||
| Q4 24 | $680.3M | $2.1B | ||
| Q3 24 | — | $2.2B | ||
| Q2 24 | — | $2.1B | ||
| Q1 24 | — | $2.2B |
| Q4 25 | $3.2B | $3.2B | ||
| Q3 25 | $3.0B | $3.1B | ||
| Q2 25 | $2.7B | $3.1B | ||
| Q1 25 | $2.6B | $2.9B | ||
| Q4 24 | $2.3B | $2.8B | ||
| Q3 24 | $2.1B | $2.9B | ||
| Q2 24 | $1.9B | $2.8B | ||
| Q1 24 | $1.8B | $2.6B |
| Q4 25 | $7.0B | $6.7B | ||
| Q3 25 | $6.7B | $6.8B | ||
| Q2 25 | $6.2B | $6.8B | ||
| Q1 25 | $6.1B | $6.6B | ||
| Q4 24 | $4.5B | $6.4B | ||
| Q3 24 | $4.0B | $6.8B | ||
| Q2 24 | $3.7B | $6.6B | ||
| Q1 24 | $3.6B | $6.5B |
| Q4 25 | 0.56× | 0.60× | ||
| Q3 25 | 0.66× | 0.67× | ||
| Q2 25 | 0.73× | 0.70× | ||
| Q1 25 | 0.79× | 0.73× | ||
| Q4 24 | 0.29× | 0.73× | ||
| Q3 24 | — | 0.75× | ||
| Q2 24 | — | 0.77× | ||
| Q1 24 | — | 0.83× |
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 | $183.3M |
| Free Cash FlowOCF − Capex | $155.4M | $140.7M |
| FCF MarginFCF / Revenue | 19.5% | 12.7% |
| Capex IntensityCapex / Revenue | 7.8% | 3.8% |
| Cash ConversionOCF / Net Profit | 79.14× | 2.94× |
| TTM Free Cash FlowTrailing 4 quarters | $75.1M | $406.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $217.2M | $183.3M | ||
| Q3 25 | $60.0M | $201.1M | ||
| Q2 25 | $-91.7M | $111.3M | ||
| Q1 25 | $25.8M | $58.6M | ||
| Q4 24 | $250.2M | $178.6M | ||
| Q3 24 | $91.3M | $123.2M | ||
| Q2 24 | $82.8M | $124.6M | ||
| Q1 24 | $-15.9M | $49.3M |
| Q4 25 | $155.4M | $140.7M | ||
| Q3 25 | $33.4M | $163.8M | ||
| Q2 25 | $-114.7M | $78.2M | ||
| Q1 25 | $932.0K | $23.4M | ||
| Q4 24 | $225.4M | $125.0M | ||
| Q3 24 | $64.8M | $88.2M | ||
| Q2 24 | $71.4M | $87.3M | ||
| Q1 24 | $-32.1M | $5.2M |
| Q4 25 | 19.5% | 12.7% | ||
| Q3 25 | 4.7% | 14.2% | ||
| Q2 25 | -17.2% | 6.7% | ||
| Q1 25 | 0.2% | 2.1% | ||
| Q4 24 | 39.3% | 11.6% | ||
| Q3 24 | 11.9% | 7.8% | ||
| Q2 24 | 14.2% | 7.4% | ||
| Q1 24 | -7.0% | 0.4% |
| Q4 25 | 7.8% | 3.8% | ||
| Q3 25 | 3.7% | 3.2% | ||
| Q2 25 | 3.4% | 2.8% | ||
| Q1 25 | 4.1% | 3.1% | ||
| Q4 24 | 4.3% | 5.0% | ||
| Q3 24 | 4.9% | 3.1% | ||
| Q2 24 | 2.2% | 3.2% | ||
| Q1 24 | 3.5% | 3.7% |
| Q4 25 | 79.14× | 2.94× | ||
| Q3 25 | — | 2.90× | ||
| Q2 25 | -2.54× | 1.42× | ||
| Q1 25 | 0.29× | 0.75× | ||
| Q4 24 | 1.84× | 2.51× | ||
| Q3 24 | 1.36× | 1.51× | ||
| Q2 24 | 2.03× | 1.30× | ||
| Q1 24 | -0.12× | 0.48× |
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% |
TKR
Segment breakdown not available.
