Axon Enterprise, Inc. · AXON · Next earnings

Axon Enterprise, Inc. reports Thursday, Nov 5, 2026

AXON reports after market close with consensus EPS at $1.89 and revenue at $934.3M. Last quarter: Axon raises growth outlook as AI and counter-drone demand accelerate

Reports After market close0 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.89 Calendar consensus
Consensus revenue $934.3M Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where AXON left off: FY2026 Q2

Full report

Axon raises growth outlook as AI and counter-drone demand accelerate

EPS surprise +2.2% Reported $1.88 vs $1.84
Revenue surprise +3.2% Reported $904.4M vs $876.4M
Stock move +0.4% Event window
Subsequent drift -16.8% Up to 20 sessions

Management raised full-year revenue-growth guidance to 32–34%; adjusted EBITDA margin guidance remained approximately 25.5%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Privacy and data-security scrutiny, including concerns around license-plate reader data.
  • Memory and other component-cost inflation could pressure margins.
  • Supply-chain disruption and tariff effects may affect hardware economics.
  • Dedrone demand may prove volatile if event-driven demand does not persist.
  • Regulatory backlash could constrain AI and surveillance deployments.

Questions analysts left open

  • Whether Dedrone demand remains durable beyond the World Cup event.
  • The scope and revenue contribution of the DHS counter-drone contract.
  • Customer privacy, data security, and potential regulatory scrutiny.
  • Memory component inflation and supply-chain pressures on margins.

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Recent AXON quarters

All AXON earnings
+0.4%FY2026 Q2+10.6%FY2026 Q1+16.4%FY2025 Q2-0.6%FY2024 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.