AXON · Axon Enterprise, Inc.
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Axon delivered a record Q2 with revenue up 35% YoY to $904 million, GAAP net income declined YoY due to a prior-year tax benefit, and the company raised full-year revenue growth guidance to 32%–34% while reiterating ~25.5% adjusted EBITDA margin despite rising memory costs.
- + Raised full-year 2026 revenue growth guidance to 32%–34%, up from prior 30%–32% range.
- + Future contracted bookings grew ~41% YoY to $15.1 billion, including a record-largest individual TASER order and two nine-figure deals with major U.S. cities.
- + Platform Solutions revenue grew 123% YoY to $150 million with Dedrone surpassing $100 million in quarterly revenue; international and enterprise bookings each roughly tripled YoY.
- − GAAP Q2 net income declined YoY to $29 million ($0.36 diluted EPS) from $36 million ($0.44) due to a large prior-year tax benefit, despite higher pre-tax income.
- − Q2 free cash flow was a $1 million outflow, with continued heavy inventory investment weighing on conversion; full-year memory component cost increases offset Q2 tariff refunds, leaving full-year EBITDA margin guidance unchanged.
- − Software & Services gross margin compressed to 71.3% from 75.6% YoY, as higher professional services and scaling newer offerings pressured mix.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | $242.02M | Three Months Ended June 30, 2026 filing | — |
| Adjusted gross margin for the Connected Devices segment non-GAAP | 53.4% | the three months ended June 30, 2026 filing | — |
| Adjusted gross margin for the Software and Services segment non-GAAP | 75.1% | the three months ended June 30, 2026 filing | — |
| EBITDA non-GAAP | $85.59M | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AXON
this stock
Axon Enterprise, Inc.
|
$34.09B | -25.6% | +33.5% | — | 4.5% |
|
SPCX
Space Exploration Technologies Corp
|
$1.96T | — | — | — | 1.2% |
|
GE
General Electric Co
|
$339.38B | +1.4% | +18.5% | 38.5 | 1.5% |
|
RTX
RTX Corp
|
$255.27B | +1.2% | +17.1% | 33.4 | 1.0% |
|
EADSF
Airbus SE/ADR
|
$174.13B | -7.8% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AXON | -6.2% | -18.5% | +20.3% | -25.4% | -25.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -5.6% | -18.6% | +8.1% | -24.8% | -37.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.