Axon企业在强大的软件、AI和国际增长的推动下,在2025年Axon Enterprises比收入估计数高,并提出了2026年的收入指南。 Axon Enterprise beat earnings estimates in 2025, boosted by strong software, AI, and international growth, and raised 2026 revenue guidance.

Axon Enterprises报告说,第四季度和全年的2025年成果强劲,收入为7.97亿美元,比上一年增加39%,调整后的收益为每股2.15美元,超过估计。 Axon Enterprise reported strong fourth-quarter and full-year 2025 results, with revenue of $797 million—up 39% year-over-year—and adjusted earnings of $2.15 per share, surpassing estimates. 在软件、AI动力装置和国际市场增长的推动下,订票超过70亿美元,其中包括创记录的10亿美元国际订票。 Bookings exceeded $7 billion, driven by growth in software, AI-powered devices, and international markets, including record $1 billion in international bookings. 软件和服务收入增长了40%,年度经常性收入达13亿美元,净收入留存额达到125%。 Software and services revenue rose 40%, annual recurring revenue hit $1.3 billion, and net revenue retention reached 125%. 该公司将2026年的收入指导提高到60亿美元,预计增长为27-30%,调整后的EBITDA幅度为25.5%。 The company raised 2026 revenue guidance to $6 billion, projecting 27%–30% growth and a 25.5% adjusted EBITDA margin. 尽管由于关税和产品组合,总利润略有下降,但Axon强调继续投资于AI、连接传感器和向911、企业和全球市场扩展。 Despite a slight gross margin decline due to tariffs and product mix, Axon emphasized continued investment in AI, connected sensors, and expansion into 911, enterprise, and global markets. 在下班后交易中,股票增加了15%。 Shares rose 15% in after-hours trading.