Axon Enterprise, Inc.

AXON · NASDAQ · USD

Historical Earnings

Quarter	Reported	EPS est	EPS act	Surprise	Rev est	Rev act	Surprise	Reaction
Q2 2026	Aug 5, 2026	1.84	1.88	+2.2%	$876.4M	$904.4M	+3.2%	−14.28%
Q1 2026	May 6, 2026	1.60	1.61	+0.6%	$780.7M	$807.3M	+3.4%	+10.63%
Q4 2025	Feb 24, 2026	1.60	2.15	+34.4%	$755.6M	$796.7M	+5.4%	+17.55%
Q3 2025	Nov 4, 2025	1.52	1.17	−23.0%	$704.8M	$710.6M	+0.8%	−9.43%
Q2 2025	Aug 4, 2025	1.45	2.12	+46.2%	$641.0M	$668.5M	+4.3%	+16.41%
Q1 2025	May 7, 2025	1.27	1.41	+11.0%	$586.4M	$603.6M	+2.9%	+14.13%
Q4 2024	Feb 25, 2025	1.37	2.08	+51.8%	$566.0M	$575.1M	+1.6%	+15.25%
Q3 2024	Nov 7, 2024	1.20	1.45	+20.8%	$525.3M	$544.3M	+3.6%	+28.68%

Detailed View

Q3 2026Nov 3, 2026Q2 2026Aug 5, 2026−14.28%Q1 2026May 6, 2026+10.63%Q4 2025Feb 24, 2026+17.55%Q3 2025Nov 4, 2025−9.43%Q2 2025Aug 4, 2025+16.41%Q1 2025May 7, 2025+14.13%Q4 2024Feb 25, 2025+15.25%Q3 2024Nov 7, 2024+28.68%Q2 2024Aug 6, 2024Q1 2024May 6, 2024Q4 2023Feb 27, 2024

2026 Q2 Metrics

Metric	Estimate	Actual	Surprise	Y/Y
Revenue	$876.4M	$904.4M	Beat +3.19%	+35.3%
EPS	1.84	1.88	Beat +2.17%	−11.3%
Diluted EPS (GAAP)	—	0.36	—	−18.2%

Documents

Earnings call transcript — Q2 2026
Transcript · Aug 5, 2026 · 84 speaker turns
8-K — Q2 2026
8-K · Sep 15, 2026 · sec.gov
10-Q — Q2 2026
10-Q · Aug 6, 2026 · sec.gov
8-K — Q2 2026
8-K · Aug 5, 2026 · sec.gov

Analyst consensus

Buy22 analysts

Bearish · 0 · Hold · 4 · Bullish · 18

Earnings history

	EPS	Estimate
Q3 2024	$1.45	$1.20	Beat
Q4 2024	$2.08	$1.37	Beat
Q1 2025	$1.41	$1.27	Beat
Q2 2025	$2.12	$1.45	Beat
Q3 2025	$1.17	$1.52	Miss
Q4 2025	$2.15	$1.60	Beat
Q1 2026	$1.61	$1.60	Beat
Q2 2026	$1.88	$1.84	Beat

Peers

Company overview

IPO dateJun 7, 2001

CEOPatrick W. Smith

Employees5,100

SectorIndustrials

IndustryAerospace & Defense

CountryUS

ExchangeNASDAQ Global Select

Websitewww.axon.com

Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.

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