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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Andy Sherman | TD Cowen | 11 | 0% |
| Trevor Walsh | Citizens JMP Securities | 9 | 0% |
| Jeremy Hamblin | Craig-Hallum | 9 | 0% |
| Jon Ho | William Blair | 8 | 0% |
| Jordan Lyonnais | Bank of America | 8 | 0% |
| Joe Cardoso | JPMorgan | 8 | 0% |
| Mike Ng | Goldman Sachs | 7 | 0% |
| Keith Housum | Northcoast Research | 7 | 0% |
| Will Power | Robert W. Baird | 7 | 0% |
| George Notter | Wolfe Research | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 11 | 0% |
| Citizens JMP Securities | 1 | 9 | 0% |
| Robert W. Baird | 2 | 9 | 0% |
| Craig-Hallum |
| 1 |
| 9 |
| 0% |
| JPMorgan | 1 | 8 | 0% |
| Morgan Stanley | 2 | 8 | 0% |
| Bank of America | 1 | 8 | 0% |
| William Blair | 1 | 8 | 0% |
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.
Demand | Product Launch | Cloud & AI | Revenue Growth | Innovation & R&D | Competitive Dynamics | Regulation Policy | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 4 | 4 | 4 | 4 | 4 | 4 | 2 |
| 2025Q1 | 7 | 6 | 6 | 1 | 2 | 1 | 4 | 1 |
| 2025Q2 | 12 | 6 | 3 | 2 | 3 | 1 | 3 | 3 |
| 2025Q3 | 9 | 6 | 5 | 2 | 3 | 1 | 2 | 2 |
| 2025Q4 | 14 | 4 | 9 | 3 | 4 | 4 | 2 | 4 |
| 2026Q1 | 11 | 7 | 5 | 8 | 1 | 5 | 1 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 13 | 7 | 12 | 9 | 14 | 11 |
| Product Launch | 4 | 6 | 6 | 6 | 4 | 7 |
| Cloud & AI | 4 | 6 | 3 | 5 | 9 | 5 |
| Revenue Growth | 4 | 1 | 2 | 2 | 3 | 8 |
| Innovation & R&D | 4 | 2 | 3 | 3 | 4 | 1 |
| Competitive Dynamics | 4 | 1 | 1 | 1 | 4 | 5 |
| Regulation Policy | 4 | 4 | 3 | 2 | 2 | 1 |
| Geographic Expansion | 2 | 1 | 3 | 2 | 4 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
AXON Axon Enterprise Inc. | 10 | +33.8% | |
| BA The Boeing Company | 7 | +14.0% | |
| GD General Dynamics | 8 | +10.3% | |
| GE GE Aerospace | 7 | +24.7% | |
| HII Huntington Ingalls Industries | 6 | +13.3% | |
| LHX L3Harris | 8 | +11.9% | |
| LMT Lockheed Martin | 4 | +0.3% | |
| NOC Northrop Grumman | 6 | +4.4% | |
| RTX RTX Corporation | 9 | +8.7% | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |