Axon Enterprise (AXON) vs Firefly Aerospace (FLY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Firefly Aerospace (FLY) has outperformed Axon Enterprise (AXON) over the past year, losing 33.3% versus a loss of 42.6%. Axon Enterprise is the larger company by market cap ($33.90 billion vs $3.46 billion), about 9.8 times the size, while Firefly Aerospace is growing revenue faster (+163.0% vs +33.5%). Axon Enterprise converts more of its revenue into profit, with a net margin of 4.5% versus -186.6%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | AXON | FLY |
|---|---|---|
| Share price | $417.31 | $20.67 |
| Market cap | $33.90B | $3.46B |
| 1-day change | +2.79% | -3.91% |
| YTD return | -26.52% | -7.60% |
| 1-year return | -42.63% | -33.32% |
| 5-year return | +134.52% | — |
| P/E ratio (TTM) | 173.16 | — |
| Forward P/E | 39.58 | — |
| EPS (TTM) | $2.41 | $-0.26 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.78B | $159.85M |
| Revenue growth (YoY) | +33.47% | +162.95% |
| Net income (latest FY) | $124.66M | $-298.34M |
| Gross margin | 59.65% | 19.18% |
| Operating margin | -2.23% | -163.08% |
| Net margin | 4.48% | -186.63% |
| 52-week high | $764.02 | $62.17 |
| 52-week low | $339.01 | $16.00 |
| Distance from 52-week high | -45.38% | -66.75% |
| Analyst consensus | buy | none |
| Avg. price target upside | +68.73% | +84.71% |
| Average volume | 941.83K | 3.18M |
| Shares outstanding | 81.24M | 167.40M |
| Employees | 5,100 | 1,409 |
| Sector | Industrials | Industrials |
| Industry | Ordnance And Accessories | Military/Government/Technical |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Axon Enterprise is about 9.8 times larger than Firefly Aerospace by market value ($33.90B vs $3.46B).
- Axon Enterprise is more profitable, keeping 4.5 cents of every revenue dollar as net income versus -186.6 cents for Firefly Aerospace.
- Firefly Aerospace grew revenue faster in its latest fiscal year (+162.95% vs +33.47%).
About Axon Enterprise
AXON stock →Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Industrials · Ordnance And Accessories · 5,100 employees
About Firefly Aerospace
FLY stock →Firefly Aerospace Inc. operates as a space and defense technology company and provides mission solutions for national security, government, and commercial customers in United States.
Industrials · Military/Government/Technical · 1,409 employees
AXON vs FLY FAQ
Which is bigger, Axon Enterprise or Firefly Aerospace?
Axon Enterprise (AXON) is larger, with a market capitalization of $33.90B compared with $3.46B for Firefly Aerospace (FLY).
Which stock has performed better over the past year, AXON or FLY?
FLY returned -33.32% over the past 12 months, compared with -42.63% for AXON (price return, excluding dividends). Past performance does not predict future results.
Are Axon Enterprise and Firefly Aerospace in the same industry?
Both are in the Industrials sector, but in different industries: Ordnance And Accessories for Axon Enterprise and Military/Government/Technical for Firefly Aerospace.