Go Pro

Axon Enterprise (AXON) Competitors

Axon Enterprise logo
$479.34 0.00 (0.00%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$478.76 -0.58 (-0.12%)
As of 09/11/2026 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

AXON vs. LMT, GD, HWM, NOC, and TDG

Should you buy Axon Enterprise stock or one of its competitors? Axon Enterprise's main competitors and comparable companies include Lockheed Martin (LMT), General Dynamics (GD), Howmet Aerospace (HWM), Northrop Grumman (NOC), and Transdigm Group (TDG). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "aerospace & defense" industry.

How does Axon Enterprise compare to Lockheed Martin?

Axon Enterprise (NASDAQ:AXON) and Lockheed Martin (NYSE:LMT) are both large-cap industrials companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, institutional ownership, dividends, risk, profitability, analyst recommendations, valuation and media sentiment.

Axon Enterprise currently has a consensus price target of $721.57, indicating a potential upside of 50.53%. Lockheed Martin has a consensus price target of $637.56, indicating a potential upside of 21.58%. Given Axon Enterprise's stronger consensus rating and higher possible upside, equities analysts clearly believe Axon Enterprise is more favorable than Lockheed Martin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82
Lockheed Martin
1 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.47

In the previous week, Lockheed Martin had 32 more articles in the media than Axon Enterprise. MarketBeat recorded 50 mentions for Lockheed Martin and 18 mentions for Axon Enterprise. Axon Enterprise's average media sentiment score of 0.93 beat Lockheed Martin's score of 0.81 indicating that Axon Enterprise is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axon Enterprise
14 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Lockheed Martin
28 Very Positive mention(s)
7 Positive mention(s)
10 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

Lockheed Martin has a net margin of 8.16% compared to Axon Enterprise's net margin of 6.19%. Lockheed Martin's return on equity of 91.42% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Axon Enterprise6.19% 2.84% 1.36%
Lockheed Martin 8.16%91.42%11.02%

Lockheed Martin has higher revenue and earnings than Axon Enterprise. Lockheed Martin is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Axon Enterprise$2.78B14.01$124.66M$2.41198.90
Lockheed Martin$75.05B1.61$5.02B$27.1319.33

Axon Enterprise has a beta of 1.4, indicating that its share price is 40% more volatile than the broader market. Comparatively, Lockheed Martin has a beta of 0.1, indicating that its share price is 90% less volatile than the broader market.

79.1% of Axon Enterprise shares are owned by institutional investors. Comparatively, 74.2% of Lockheed Martin shares are owned by institutional investors. 4.2% of Axon Enterprise shares are owned by insiders. Comparatively, 0.1% of Lockheed Martin shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Axon Enterprise beats Lockheed Martin on 9 of the 17 factors compared between the two stocks.

How does Axon Enterprise compare to General Dynamics?

General Dynamics (NYSE:GD) and Axon Enterprise (NASDAQ:AXON) are both large-cap industrials companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, dividends, media sentiment, risk and earnings.

General Dynamics has a beta of 0.32, meaning that its stock price is 68% less volatile than the broader market. Comparatively, Axon Enterprise has a beta of 1.4, meaning that its stock price is 40% more volatile than the broader market.

General Dynamics currently has a consensus target price of $411.58, suggesting a potential upside of 15.47%. Axon Enterprise has a consensus target price of $721.57, suggesting a potential upside of 50.53%. Given Axon Enterprise's stronger consensus rating and higher probable upside, analysts clearly believe Axon Enterprise is more favorable than General Dynamics.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
General Dynamics
1 Sell rating(s)
5 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.68
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

General Dynamics has higher revenue and earnings than Axon Enterprise. General Dynamics is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
General Dynamics$52.55B1.84$4.21B$16.3921.75
Axon Enterprise$2.78B14.01$124.66M$2.41198.90

In the previous week, General Dynamics had 1 more articles in the media than Axon Enterprise. MarketBeat recorded 19 mentions for General Dynamics and 18 mentions for Axon Enterprise. General Dynamics' average media sentiment score of 1.43 beat Axon Enterprise's score of 0.93 indicating that General Dynamics is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
General Dynamics
16 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axon Enterprise
14 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

General Dynamics has a net margin of 8.18% compared to Axon Enterprise's net margin of 6.19%. General Dynamics' return on equity of 17.43% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
General Dynamics8.18% 17.43% 7.67%
Axon Enterprise 6.19%2.84%1.36%

86.1% of General Dynamics shares are held by institutional investors. Comparatively, 79.1% of Axon Enterprise shares are held by institutional investors. 1.4% of General Dynamics shares are held by insiders. Comparatively, 4.2% of Axon Enterprise shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Summary

General Dynamics beats Axon Enterprise on 10 of the 17 factors compared between the two stocks.

How does Axon Enterprise compare to Howmet Aerospace?

Axon Enterprise (NASDAQ:AXON) and Howmet Aerospace (NYSE:HWM) are both large-cap industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, earnings, analyst recommendations, risk, valuation and media sentiment.

In the previous week, Howmet Aerospace had 7 more articles in the media than Axon Enterprise. MarketBeat recorded 25 mentions for Howmet Aerospace and 18 mentions for Axon Enterprise. Howmet Aerospace's average media sentiment score of 1.04 beat Axon Enterprise's score of 0.93 indicating that Howmet Aerospace is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axon Enterprise
14 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Howmet Aerospace
20 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Axon Enterprise has a beta of 1.4, suggesting that its stock price is 40% more volatile than the broader market. Comparatively, Howmet Aerospace has a beta of 1.19, suggesting that its stock price is 19% more volatile than the broader market.

Howmet Aerospace has a net margin of 20.52% compared to Axon Enterprise's net margin of 6.19%. Howmet Aerospace's return on equity of 33.91% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Axon Enterprise6.19% 2.84% 1.36%
Howmet Aerospace 20.52%33.91%15.11%

Axon Enterprise presently has a consensus price target of $721.57, indicating a potential upside of 50.53%. Howmet Aerospace has a consensus price target of $316.22, indicating a potential upside of 37.99%. Given Axon Enterprise's higher probable upside, research analysts plainly believe Axon Enterprise is more favorable than Howmet Aerospace.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82
Howmet Aerospace
0 Sell rating(s)
2 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.95

79.1% of Axon Enterprise shares are held by institutional investors. Comparatively, 90.5% of Howmet Aerospace shares are held by institutional investors. 4.2% of Axon Enterprise shares are held by insiders. Comparatively, 0.9% of Howmet Aerospace shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Howmet Aerospace has higher revenue and earnings than Axon Enterprise. Howmet Aerospace is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Axon Enterprise$2.78B14.01$124.66M$2.41198.90
Howmet Aerospace$8.25B11.11$1.51B$4.6449.39

Summary

Howmet Aerospace beats Axon Enterprise on 12 of the 17 factors compared between the two stocks.

How does Axon Enterprise compare to Northrop Grumman?

Northrop Grumman (NYSE:NOC) and Axon Enterprise (NASDAQ:AXON) are both large-cap industrials companies, but which is the better stock? We will contrast the two businesses based on the strength of their risk, analyst recommendations, earnings, valuation, institutional ownership, dividends, media sentiment and profitability.

In the previous week, Northrop Grumman had 3 more articles in the media than Axon Enterprise. MarketBeat recorded 21 mentions for Northrop Grumman and 18 mentions for Axon Enterprise. Northrop Grumman's average media sentiment score of 1.10 beat Axon Enterprise's score of 0.93 indicating that Northrop Grumman is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Northrop Grumman
14 Very Positive mention(s)
5 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axon Enterprise
14 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Northrop Grumman presently has a consensus price target of $662.25, indicating a potential upside of 27.80%. Axon Enterprise has a consensus price target of $721.57, indicating a potential upside of 50.53%. Given Axon Enterprise's stronger consensus rating and higher possible upside, analysts clearly believe Axon Enterprise is more favorable than Northrop Grumman.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Northrop Grumman
0 Sell rating(s)
8 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
2.65
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

83.4% of Northrop Grumman shares are held by institutional investors. Comparatively, 79.1% of Axon Enterprise shares are held by institutional investors. 0.2% of Northrop Grumman shares are held by insiders. Comparatively, 4.2% of Axon Enterprise shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Northrop Grumman has a beta of -0.11, indicating that its share price is 111% less volatile than the broader market. Comparatively, Axon Enterprise has a beta of 1.4, indicating that its share price is 40% more volatile than the broader market.

Northrop Grumman has a net margin of 10.48% compared to Axon Enterprise's net margin of 6.19%. Northrop Grumman's return on equity of 24.25% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Northrop Grumman10.48% 24.25% 8.15%
Axon Enterprise 6.19%2.84%1.36%

Northrop Grumman has higher revenue and earnings than Axon Enterprise. Northrop Grumman is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Northrop Grumman$41.95B1.75$4.18B$31.4816.46
Axon Enterprise$2.78B14.01$124.66M$2.41198.90

Summary

Northrop Grumman beats Axon Enterprise on 10 of the 17 factors compared between the two stocks.

How does Axon Enterprise compare to Transdigm Group?

Transdigm Group (NYSE:TDG) and Axon Enterprise (NASDAQ:AXON) are both large-cap industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, profitability, analyst recommendations, valuation, risk, dividends and institutional ownership.

In the previous week, Axon Enterprise had 5 more articles in the media than Transdigm Group. MarketBeat recorded 18 mentions for Axon Enterprise and 13 mentions for Transdigm Group. Transdigm Group's average media sentiment score of 1.38 beat Axon Enterprise's score of 0.93 indicating that Transdigm Group is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Transdigm Group
11 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
Axon Enterprise
14 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

95.8% of Transdigm Group shares are held by institutional investors. Comparatively, 79.1% of Axon Enterprise shares are held by institutional investors. 3.2% of Transdigm Group shares are held by company insiders. Comparatively, 4.2% of Axon Enterprise shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Transdigm Group has higher revenue and earnings than Axon Enterprise. Transdigm Group is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Transdigm Group$8.83B7.21$2.07B$32.9634.53
Axon Enterprise$2.78B14.01$124.66M$2.41198.90

Transdigm Group has a net margin of 19.69% compared to Axon Enterprise's net margin of 6.19%. Axon Enterprise's return on equity of 2.84% beat Transdigm Group's return on equity.

Company Net Margins Return on Equity Return on Assets
Transdigm Group19.69% -23.65% 9.12%
Axon Enterprise 6.19%2.84%1.36%

Transdigm Group has a beta of 0.91, suggesting that its share price is 9% less volatile than the broader market. Comparatively, Axon Enterprise has a beta of 1.4, suggesting that its share price is 40% more volatile than the broader market.

Transdigm Group presently has a consensus target price of $1,463.71, suggesting a potential upside of 28.61%. Axon Enterprise has a consensus target price of $721.57, suggesting a potential upside of 50.53%. Given Axon Enterprise's stronger consensus rating and higher possible upside, analysts clearly believe Axon Enterprise is more favorable than Transdigm Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Transdigm Group
0 Sell rating(s)
11 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.35
Axon Enterprise
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

Axon Enterprise beats Transdigm Group on 9 of the 16 factors compared between the two stocks.

Get Axon Enterprise News Delivered to You Automatically

Sign up to receive the latest news and ratings for AXON and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AXON and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

AXON vs. The Competition

MetricAxon EnterpriseAerospace & Defense IndustryIndustrials SectorNASDAQ Exchange
Market Cap$38.94B$20.64B$10.26B$12.85B
Dividend YieldN/A1.68%97.17%11.71%
P/E Ratio198.9037.5625.7725.33
Price / Sales14.01141.98333.4190.72
Price / Cash203.2526.7223.8534.96
Price / Book11.677.534.866.21
Net Income$124.66M$562.41M$613.10M$358.54M
7 Day Performance-7.05%-2.39%-1.53%-2.35%
1 Month Performance-21.78%-12.84%-4.22%-3.37%
1 Year Performance-36.61%4.65%6.24%8.81%

Axon Enterprise Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AXON
Axon Enterprise
4.2563 of 5 stars
$479.34
flat
$721.57
+50.5%
-36.6%$38.94B$2.78B198.906,300
LMT
Lockheed Martin
4.7927 of 5 stars
$530.10
+1.1%
$637.56
+20.3%
+11.3%$121.04B$75.05B19.54123,000
GD
General Dynamics
4.8397 of 5 stars
$354.32
+0.5%
$411.58
+16.2%
+9.3%$95.42B$52.55B21.62117,000
HWM
Howmet Aerospace
4.7971 of 5 stars
$228.20
-1.9%
$316.22
+38.6%
+23.2%$93.07B$8.25B49.1825,430
NOC
Northrop Grumman
4.9112 of 5 stars
$518.78
+0.6%
$662.25
+27.7%
-10.0%$73.23B$41.95B16.4895,000

Related Companies and Tools


This page (NASDAQ:AXON) was last updated on 9/14/2026 by MarketBeat.com Staff.
From Our Partners