US · Industrials · Aerospace & Defense
EPS came in at 0.57 against a street estimate of 0.30 — a beat of 90.0%.
Analysts rate Axon Enterprise Inc. a buy (14 buy, 3 hold, 0 sell out of 17) with an average price target of $706.21.
CONFIDENT Record Q2 with 35% revenue growth, 39% ARR expansion. Dedrone >$100M quarterly revenue, international bookings 3x YoY. Raised FY26 guidance to 32-34% growth. Strong pipeline across state/local, enterprise, international, and federal. Q2 2026 International bookings 3x prior year with 3 of top 5 AI Era Plan deals from international customers. State & local signed 2 nine-figure municipal deals including largest TASER 10 order ever. Enterprise bookings up 3x. Federal opportunities accelerating including DHS counter-UAS program selection. Analysts pressed customer innovation priorities, Dedrone durability post-World Cup, 911 full-scope adoption pattern, body camera growth composition, and 5-yr bookings rationale. Management emphasized trust/privacy as differentiator, sustained international/enterprise/federal demand, ecosystem network effects, and improved transparency via deal norm…
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| Fund | Stake |
|---|---|
| BlackRock Inc | 9.83% |
| Vanguard Capital Management, LLC | 6.21% |
| State Street Corp | 4.53% |
| Vanguard Portfolio Management, LLC | 4.44% |
| Baillie Gifford & Co Limited. | 3.77% |
| Amvescap Plc. | 3.60% |
| FMR Inc | 2.95% |
| Geode Capital Management, LLC | 2.78% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 AXON ENTERPRISE, INC. – FORM 8-K SUMMARY September 15, 2026 --- HEADLINE NUMBERS • Revolving credit facility increases from $300.0 million to $500. | 2026-09-15 |
| Quarterly report · Q2 2026 AXON ENTERPRISE, INC. – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Q2 2026 Net Sales: $904.4 million (up 35% vs. Q2 2025: $668.5 million) • Six-Mo | 2026-08-06 |
| Results announced · Q3 2026 AXON ENTERPRISE, INC. — Q2 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q2 2026 revenue: $904 million, up 35% year-over-year; 10th consecutive quar | 2026-08-05 |
| Board / officer change · Q3 2026 AXON ENTERPRISE, INC. – 8-K SUMMARY HEADLINE NUMBERS • Two new independent directors appointed to Board of Directors effective July 8, 2026 • Initia | 2026-07-10 |
| Shareholder vote results · Q2 2026 AXON ENTERPRISE, INC. – SHAREHOLDER MEETING SUMMARY HEADLINE NUMBERS • Annual Meeting held May 28, 2026 • Total shares voted: 72,920,923 (90.5% of 8 | 2026-06-01 |
| Quarterly report · Q1 2026 AXON ENTERPRISE, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales Q1 2026: $807.3 million (up 34% YoY from $603.6 million in Q1 2025) - Pr | 2026-05-07 |
| Results announced · Q2 2026 AXON ENTERPRISE Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q1 2026 revenue: $807 million, up 34% year over year – exceeded expectations and marks n | 2026-05-06 |
| Proxy statement · Q2 2026 AXON ENTERPRISE, INC. – 2026 PROXY SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Directors – Vote FOR all board nominees (e | 2026-04-16 |
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Google PlayApp StoreData updated 2026-09-18.