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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Axon Enterprise Inc. (AXON) is 10/10.
Axon posted Q1 FY2026 revenue up 33.8% with GAAP EPS surging 89.8% and operating income up 470.5%, as the firm's profitability profile continued to improve materially. The AI Era Plan drove explosive adoption, the Dedrone counter-drone business scaled rapidly, and international revenue surged past 20% of the total. A breakthrough $40 million telecom deal expanded the enterprise segment. Management raised FY2026 revenue growth guidance from 27-30% to 30-32%, and software ARR momentum accelerated.
Scored from Axon Enterprise Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $575M | +33.6% | $1.67 | +122.7% | 60.1% | -2.7% | 23.5% | $225M |
| FY2025 Q1 | $604M | +31.3% | $1.08 | -37.6% | 60.6% | -1.3% | 14.6% | $932,000 |
| FY2025 Q2 | $669M | +32.8% | $0.44 | -17.0% | 60.4% | 0.2% | 5.4% | $-115M |
| FY2025 Q3 | $711M | +30.6% | $-0.03 | -103.2% | 60.1% | -0.3% | -0.3% | $33M |
| FY2025 Q4 | $797M | +38.5% | $0.03 | -98.2% | 57.9% | 1.3% | 0.4% | $155M |
| FY2026 Q1 | $807M | +33.7% | $2.05 | +89.8% | 59.1% | 3.6% | 21.0% | $-55M |
| FY2026 Q2 | $904M | +35.3% | $0.36 | -18.2% | 60.4% | 5.2% | 3.3% | $-972,000 |
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