Industrials·Aerospace & Defense·$32.0B
Axon Enterprise Inc. is a leading provider of technology solutions for law enforcement and public safety, specializing in body cameras and digital evidence management....
Earnings Per Share (EPS)
EPS is a key indicator of profitability and will help gauge how well the company is managing costs and generating revenue.
Revenue Growth
Revenue growth will indicate how well Axon is expanding its market share and demand for its products.
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EPS Beat Streak
6Q
EPS Beat Rate
88%
Avg EPS Surprise
+1224.06%
Avg Stock Reaction
+1.21%
In the last quarter, Axon reported a significant earnings surprise, with EPS coming in at $2.15, far exceeding expectations. This strong performance was driven by robust sales in their body camera segment.
Management Promises & Guidance
Overall, Wall Street is optimistic about Axon's upcoming earnings, expecting continued strong performance driven by product demand. However, there are concerns about potential supply chain issues affecting growth.
Bull Case
If Axon can deliver strong EPS and revenue growth, it would reinforce investor confidence and potentially lead to a stock price increase.
Bear Case
Conversely, if the company fails to meet growth expectations or reports supply chain disruptions, it could lead to a significant drop in the stock price.
Earnings Per Share (EPS)
Expected to be around $1.50EPS is a key indicator of profitability and will help gauge how well the company is managing costs and generating revenue.
Revenue Growth
Expected to show a growth rate of 15% year-over-yearRevenue growth will indicate how well Axon is expanding its market share and demand for its products.
Body Camera Sales
Expected to increase by 10% compared to the previous quarterSales of body cameras are a significant part of Axon's business and reflect demand for their core products.
The print will turn on these two things.
Q1
What will the EPS be this quarter, and how does it compare to last quarter's $2.15?
A strong EPS figure will indicate continued profitability and operational efficiency, which is crucial for investor confidence.
Q2
What specific revenue growth rates are expected from body camera sales?
Understanding the growth in this key segment will help assess the company's market position and future prospects.
Why consensus could be wrong
The market may be underestimating Axon's ability to innovate and capture new customers, especially in emerging markets.
Supporting Evidence
Recent strong EPS surprises suggest a trend of better-than-expected performance.
Options pricing indicates a potential move that may not fully reflect Axon's growth trajectory.
The company's commitment to R&D could lead to new product launches that drive future sales.
Key Risk
If body camera sales significantly exceed expectations, it could shift market sentiment dramatically.
Pre-commit to what would confirm each case.
The core debate this quarter revolves around Axon's ability to maintain high growth rates amidst potential supply chain challenges.
Bull Confirmed If
If EPS exceeds $1.50 and revenue growth is above 15%, it would confirm the bullish outlook.
Bear Confirmed If
If EPS falls below $1.00 or revenue growth is less than 10%, it would validate the bearish concerns.
Implied Move
±5%
Historical Avg
±2.0%
The options market is pricing in a potential move of about 5% in either direction following the earnings report.
Options are pricing ±5.0% while AXON has averaged ±2.0% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Axon beats expectations, history suggests a potential average one-day move of +5.8%, confirming strong demand and operational efficiency.
In-Line / Cautious
If results are in line but management expresses caution, the stock may see muted movement as investors reassess future growth.
Miss
A miss could lead to a decline, with historical patterns indicating an average one-day move of -5.8% when expectations are not met.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
No charge today · Auto-bills $8/mo after 7 days · Cancel anytime
BLOCK H & R INC
Jun 11, 2019