AXON ENTERPRISE, INC. (AXON) Earnings History

4 quarters held1/4 transcripts analyzed2/20 figures attested
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PeriodRevenueYoYNet incomeEPS (dil.)Filed
Q2 2026$904.4M+35.3%$29.4M$0.36Aug 5, 2026
LATESTEarnings filing (8-K)10-QFiled Aug 5, 2026, 4:12 PM ET
Earnings call · Aug 5, 2026
Q2 FY26YoY6M FY26
Revenue$904.4M1+35.3%$1.7B
Net income$29.4M-18.5%$198.7M
Op income$46.8M+4615.3%$76.0M
EPS (dil.)$0.36-18.2%–
EPS (basic)$0.37-19.6%–
Gross margin60.4%0.0pp
Op margin5.2%+5.4pp
Net margin3.3%-2.1pp
  1. [1] “Net sales 904,389” view source

Guidance & outlook

Management guidance

Q2 2026

fy_current

revenue
No specific guidance provided
operating_margin_pct
25.5%—25.5%
other
590M—620M
capex
160M—190M

Special items & operational metrics

Operational metrics

Q2 2026
Future contracted bookings
15100.0M
+41.1% YoY
Prior year: 10700.0M
dollars
Annual recurring revenue
1639.0M
+38.5% YoY
Prior year: 1183.0M
dollars
Net revenue retention
126
+1.6% YoY
Prior year: 124
percent
Q1 2026$807.3M+33.7%$169.3M$2.05Aug 5, 2026
Earnings filing (8-K)10-QFiled May 6, 2026, 4:15 PM ET
Earnings call · May 6, 2026
Q1 FY26YoY
Revenue$807.3M1+33.7%
Net income$169.3M+92.4%
Op income$29.2M+432.6%
EPS (dil.)$2.05+89.8%
EPS (basic)$2.11+85.1%
Gross margin59.1%-1.5pp
Op margin3.6%+5.1pp
Net margin21.0%+6.4pp
  1. [1] “Net sales 807,345” view source
Q4 2025$796.7M+38.5%$2.7M$0.03Feb 24, 2026
Earnings filing (8-K)10-KFiled Feb 24, 2026, 4:16 PM ET
Earnings call · Feb 24, 2026transcriptView originalprepared remarksQ&Adeckdeck
Q4 FY25YoYFY25
Revenue$796.7M+38.5%$2.8B
Net income$2.7M-98.0%$124.7M
Op income$-50.1M-218.1%$-62.1M
EPS (dil.)$0.03-98.2%–
EPS (basic)$0.03-98.3%–
Gross margin57.9%-2.2pp
Op margin-6.3%-3.6pp
Net margin0.3%-23.2pp
Q3 2025$710.6M+30.6%$-2.2M$-0.03Nov 4, 2025
Earnings filing (8-K)10-QFiled Nov 4, 2025, 3:12 PM ET
Q3 FY25YoY9M FY25
Revenue$710.6M+30.6%$2.7B
Net income$-2.2M-103.3%$121.9M
Op income$-2.1M-108.8%$-12.0M
EPS (dil.)$-0.03-103.5%$1.48
EPS (basic)$-0.03-103.4%$1.57
Gross margin60.1%-0.7pp
Op margin-0.3%-4.7pp
Net margin-0.3%-12.6pp

IR event calendar

This company's IR event calendar has not been harvested yet — an empty result here does NOT mean the company has no IR events.

Filing coverage

58 filings indexed · 58,085 XBRL facts
FilingDatePeriodSectionsTables
10-Q2026-08-06–3385
8-K2026-08-05Q2 2026100
8-K2026-07-10–10
8-K2026-06-01–10
10-Q2026-05-07–3277
8-K2026-05-06Q1 2026100
DEF 14A2026-04-16–120
8-K2026-04-10–10
8-K2026-03-11–10
10-K2026-02-25–56121

Showing the latest 10 of 58 — the full set is in the API.

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Analysis

$1 Billion in Stock Comp Is the Hidden Cost of Axon's 33% Growth