Axon Enterprise, Inc. · AXON · Next earnings

Axon Enterprise, Inc. reports Tuesday, Nov 3, 2026

AXON reports after market close with consensus EPS at $1.94 and revenue at $943.0M. Last quarter: Axon Q1 FY2026: AI and Counter-Drone Surge Drive Record Revenue, Raised Guidance

Reports After market close44 days awayDate estimated Industrials

What the street expects

Consensus for the coming report
Consensus EPS $1.94 Calendar consensus
Consensus revenue $943.0M Calendar consensus
Report date Nov 3, 2026 Tuesday, date estimated
Session After market close 44 days away

Where AXON left off: FY2026 Q1

Full report

Axon Q1 FY2026: AI and Counter-Drone Surge Drive Record Revenue, Raised Guidance

EPS surprise +0.6% Reported $1.61 vs $1.60
Revenue surprise +3.4% Reported $807.3M vs $780.7M
Stock move +10.6% Event window
Subsequent drift +13.9% Up to 20 sessions

Management raised full-year FY2026 revenue growth guidance to 30-32% and reaffirmed an adjusted EBITDA margin target of 25.5%. CapEx outlook remains stable. Free cash flow conversion guidance was maintained despite a proactive inventory investment intended to offset memory-cost inflation.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory and component cost inflation pressuring gross margins.
  • Geopolitical risks affecting supply chains and international sales.
  • Potential supply-chain constraints for high-volume hardware production.
  • Reliance on event-driven Dedrone bookings creating short-term revenue volatility.

Questions analysts left open

  • Free cash flow conversion targets given the inventory spend.
  • Impact of memory cost inflation on gross margins.
  • Pricing strategy for the expanding AI bundle and effects on contract escalators.
  • Sustainability of event-driven Dedrone bookings versus long-term infrastructure demand.
  • CapEx outlook and whether the refined forecast signals hidden spending.

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Recent AXON quarters

All AXON earnings
+10.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

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.