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Axon Enterprise Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $1.60 |
| EPS actual | $1.61 |
| EPS Surprise | 0.625% |
| Revenue estimate | 778.905M |
| Revenue actual | 807.345M |
| Revenue Surprise | 3.65% |
| Release date | Feb 24, 2026 |
| EPS estimate | $1.60 |
| EPS actual | $2.15 |
| EPS Surprise | 34.38% |
| Revenue estimate | 755.562M |
| Revenue actual | 796.724M |
| Revenue Surprise | 5.45% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.52 |
| EPS actual | $1.17 |
| EPS Surprise | -23.03% |
| Revenue estimate | 704.837M |
| Revenue actual | 710.641M |
| Revenue Surprise | 0.82% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.45 |
| EPS actual | $2.12 |
| EPS Surprise | 46.21% |
| Revenue estimate | 641.022M |
| Revenue actual | 668.538M |
| Revenue Surprise | 4.29% |
Last 4 Quarters for Axon Enterprise
Below you can see how AXON performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $744.88 |
| EPS estimate | $1.45 |
| EPS actual | $2.12 |
| EPS surprise | 46.21% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $728.74 |
| Jul 30, 2025 | $748.60 |
| Jul 31, 2025 | $755.49 |
| Aug 01, 2025 | $742.47 |
| Aug 04, 2025 | $744.88 |
| Aug 05, 2025 | $867.12 |
| Aug 06, 2025 | $863.65 |
| Aug 07, 2025 | $870.97 |
| Aug 08, 2025 | $842.50 |
| 4 days before | 2.21% |
| 4 days after | 13.11% |
| On release day | 16.41% |
| Change in period | 15.61% |
| Release date | Nov 04, 2025 |
| Price on release | $706.13 |
| EPS estimate | $1.52 |
| EPS actual | $1.17 |
| EPS surprise | -23.03% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $759.44 |
| Oct 30, 2025 | $738.88 |
| Oct 31, 2025 | $732.23 |
| Nov 03, 2025 | $724.10 |
| Nov 04, 2025 | $706.13 |
| Nov 05, 2025 | $639.53 |
| Nov 06, 2025 | $587.14 |
| Nov 07, 2025 | $602.51 |
| Nov 10, 2025 | $584.69 |
| 4 days before | -7.02% |
| 4 days after | -17.20% |
| On release day | -9.43% |
| Change in period | -23.01% |
| Release date | Feb 24, 2026 |
| Price on release | $442.51 |
| EPS estimate | $1.60 |
| EPS actual | $2.15 |
| EPS surprise | 34.38% |
| Date | Price |
|---|---|
| Feb 18, 2026 | $430.12 |
| Feb 19, 2026 | $441.12 |
| Feb 20, 2026 | $433.91 |
| Feb 23, 2026 | $423.44 |
| Feb 24, 2026 | $442.51 |
| Feb 25, 2026 | $520.18 |
| Feb 26, 2026 | $550.19 |
| Feb 27, 2026 | $542.40 |
| Mar 02, 2026 | $572.02 |
| 4 days before | 2.88% |
| 4 days after | 29.27% |
| On release day | 17.55% |
| Change in period | 32.99% |
| Release date | May 06, 2026 |
| Price on release | $385.86 |
| EPS estimate | $1.60 |
| EPS actual | $1.61 |
| EPS surprise | 0.625% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $401.76 |
| May 01, 2026 | $402.31 |
| May 04, 2026 | $393.75 |
| May 05, 2026 | $380.60 |
| May 06, 2026 | $385.86 |
| May 07, 2026 | $426.89 |
| May 08, 2026 | $403.54 |
| May 11, 2026 | $394.36 |
| May 12, 2026 | $393.66 |
| 4 days before | -3.96% |
| 4 days after | 2.02% |
| On release day | 10.63% |
| Change in period | -2.02% |
Axon Enterprise Earnings Call Transcript Summary of Q1 2026
Axon reported a strong start to 2026 with revenue of $807M, up 34% year-over-year, driven by robust growth across hardware (TASER, Body cameras, Outpost) and software/AI offerings. Software & services grew 35% to $355M with AI product revenue up >700% (off a small base). ARR grew 35% to $1.5B and net revenue retention was 125%. The company raised full-year revenue guidance to 30%–32% growth while maintaining adjusted EBITDA margin guidance at ~25.5% and targeting roughly $450M free cash flow for 2026 despite elevated inventory investments to support demand and mitigate supply risks. Key product/market highlights: AI Era Plan momentum (AI bookings +140% YoY), Dedrone (counter-drone) scaling rapidly (bookings +500% YoY; revenue +300%+ YoY), accelerating international expansion (international revenue +100% YoY, now ~20% of revenue), and early traction in Axon 911 (Carbyne/Prepared integration). Management emphasized an inflection toward system-level, AI-enabled adoption across public safety, enterprise and international markets, and the importance of trust, data ownership and responsible AI practices. The company is prioritizing inventory build to avoid supply constraints, expects operating leverage in H2, and will continue to invest in product and go-to-market execution while integrating recent acquisitions (Fusus, Dedrone, 911-related assets).
