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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Sherman | TD Cowen | 12 questions · 0% challenging |
| Jeremy Hamblin | Craig-Hallum | 11 questions · 0% challenging |
| Jon Ho | William Blair | 9 questions · 0% challenging |
| Joe Cardoso | JPMorgan | 9 questions · 0% challenging |
| Mike Ng | Goldman Sachs | 8 questions · 0% challenging |
| Trevor Walsh | Citizens JMP Securities | 8 questions · 0% challenging |
| Keith Housum | Northcoast Research | 8 questions · 0% challenging |
| Jordan Lyonnais | Bank of America | 8 questions · 0% challenging |
| Will Power | Robert W. Baird | 8 questions · 0% challenging |
| Meta Marshall | Morgan Stanley | 7 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 analyst | 12 questions · 0% challenging |
| Craig-Hallum | 1 analyst | 11 questions · 0% challenging |
| Robert W. Baird | 2 analysts | 10 questions · 0% challenging |
| Wolfe Research | 2 analysts | 9 questions · 0% challenging |
| JPMorgan | 1 analyst | 9 questions · 0% challenging |
| Morgan Stanley | 2 analysts | 9 questions · 0% challenging |
| William Blair | 1 analyst | 9 questions · 0% challenging |
| Citizens JMP Securities | 1 analyst | 8 questions · 0% challenging |
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.
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| 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% | -1.5% | 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 | -103.5% | 60.1% | -0.3% | -0.3% | $33M |
| FY2025 Q4 | $797M | +38.5% | $0.03 | -98.2% | 57.9% | -6.3% | 0.3% | $155M |
| FY2026 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Demand | Cloud & AI | Product Launch | Revenue Growth | Innovation & R&D | Regulation Policy | Competitive Dynamics | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 4 | 4 | 4 | 4 | 4 | 4 | 2 |
| 2025Q1 | 4 | 5 | 3 | 1 | 2 | 4 | 1 | 1 |
| 2025Q2 | 12 | 3 | 6 | 2 | 3 | 3 | 1 | 3 |
| 2025Q3 | 9 | 5 | 6 | 2 | 3 | 2 | 1 | 2 |
| 2025Q4 | 14 | 9 | 4 | 3 | 4 | 2 | 4 | 4 |
| 2026Q1 | 11 | 5 | 7 | 8 | 1 | 1 | 5 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 13 | 4 | 12 | 9 | 14 | 11 |
| Cloud & AI | 4 | 5 | 3 | 5 | 9 | 5 |
| Product Launch | 4 | 3 | 6 | 6 | 4 | 7 |
| Revenue Growth | 4 | 1 | 2 | 2 | 3 | 8 |
| Innovation & R&D | 4 | 2 | 3 | 3 | 4 | 1 |
| Regulation Policy | 4 | 4 | 3 | 2 | 2 | 1 |
| Competitive Dynamics | 4 | 1 | 1 | 1 | 4 | 5 |
| Geographic Expansion | 2 | 1 | 3 | 2 | 4 | 3 |
Calendar quarter Q1 2026Earnings call May 6, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +33.8% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Axon Enterprise Inc. (AXON), FY2026 Q1: 10/10. Scores: Axon Enterprise Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: AXON daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What AXON said about other companies on its FY2026 Q1 call, and what other companies said about AXON on their calls covering the same calendar quarter (Q1 2026). Each company's own fiscal quarter is shown next to its name. Extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Axon announced that they're entering the 911 call-center market through 2 acquisitions. I think that was just about a month ago.”
An analyst notes Axon is entering the 911 call-center market via two acquisitions, framing it as a growing competitive threat to Motorola's Command Center business.
“That one, in particular, Buntar, they are in Ukraine. They're one of the leading reconnaissance drone makers.”
Axon made a $10M investment in Ukraine-based reconnaissance drone maker Buntar Aerospace to build its counter-drone footprint and future sales-channel relationships.
“also bringing that directly into Skydio as part of DFR.”
Axon integrates Prepared/911 alert data into Skydio drones for drone-as-first-responder workflows; signal on Skydio's role in Axon's DFR ecosystem.
| Company | Score | Trend | Rev YoY | Headline |
|---|---|---|---|---|
| AXONAxon Enterprise Inc. | 10 | +33.8% | AI Era Plan Driving Explosive Adoption | |
| ACHRArcher Aviation Inc. | 5 | n/a | Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines | |
| BAThe Boeing Company | 7 | +14.0% | 737 production stabilized at 42/month, rate 47 this summer | |
| GDGeneral Dynamics | 8 | +10.3% | Strong Revenue Growth Across All Segments | |
| GEGE Aerospace | 7 | +24.7% | Exceptional Commercial Services Growth | |
| HIIHuntington Ingalls Industries | 6 | +13.3% | Strong Shipbuilding Revenue Growth Continues at 18% | |
| HWMHowmet Aerospace | 9 | +19.1% | Record Q1 Revenue Up 19% with 32% EBITDA Margin | |
| LHXL3Harris | 8 | +11.9% | Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year | |
| LMTLockheed Martin | 4 | +0.3% | Munitions Production Ramp Accelerates | |
| LUNRIntuitive Machines, Inc. | 3 | +198.7% | Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth | |
| NOCNorthrop Grumman | 6 | +4.4% | B-21 Production Rate Acceleration | |
| RKLBRocket Lab USA, Inc. | 8 | +63.5% | Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%) | |
| RTXRTX Corporation | 9 | +8.7% | Strong Organic Growth Across All Three Channels | |
| SPCXSpace Exploration Technologies Corp. | Has not reported Q1 2026 | n/a | Has not reported Q1 2026 | |
| TDGTransDigm Group | 10 | +18.3% | TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11% | |
| TXTTextron | 7 | +11.8% | Industrial Separation Announced to Create Pure-Play A&D |
AI Era Plan Driving Explosive Adoption
Archer Aviation, a pre-commercial eVTOL developer, remained pre-revenue and deeply loss-making in Q1 (GAAP EPS of -$0.28) while emphasizing execution across its civil, defense and software lines
737 production stabilized at 42/month, rate 47 this summer
| Company | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 |
|---|---|---|---|---|---|---|
| AXON | 8 | 8 | 8 | 8 | 10 | 10 |
| ACHR | 5 | 5 | 5 | 5 | 5 | 5 |
| BA | 2 | 8 | 8 | 8 | 9 | 7 |
| GD | 8 | 8 | 8 | 8 | 6 | 8 |
| GE | 6 | 8 | 9 | 9 | 9 | 7 |
| HII | 3 | 5 | 7 | 9 | 9 | 6 |
| HWM | 9 | 9 | 9 | 9 | 9 | 9 |
| LHX | 8 | 5 | 7 | 8 | 7 | 8 |
| LMT | 6 | 7 | 6 | 8 | 7 | 4 |
| LUNR | 8 | 3 | 5 | 2 | 3 | 3 |
| NOC | 6 | 1 | 7 | 8 | 9 | 6 |
| RKLB | 8 | 8 | 8 | 8 | 8 | 8 |
| RTX | 9 | 6 | 5 | 9 | 7 | 9 |
| SPCX | No score | No score | No score | No score |
Exceptional Commercial Services Growth
Strong Shipbuilding Revenue Growth Continues at 18%
Revenue surged to $5.7 billion with 15% organic growth and broad-based strength across all segments, while GAAP EPS of $2.72 rose 33% year-over-year
Intuitive Machines reported record first-quarter revenue of $186.7 million, roughly 3x the prior-year quarter, though the increase was driven almost entirely by the January 2026 Lanteris acquisition rather than organic growth
Rocket Lab delivered its strongest first quarter ever, with record revenue of $200.3 million, up 63.5% year-over-year and just above the high end of guidance, led by Space Systems at $136.7 million (up 57.2%)
Has not reported Q1 2026
TransDigm delivered a beat-and-raise second quarter, with GAAP revenue up roughly 18% year over year (organic growth of approximately 11%) as all three channels grew: commercial aftermarket rose about 14%, commercial OEM about 12%, and defense about 11%
| No score |
| No score |
| TDG | 9 | 7 | 8 | 9 | 7 | 10 |
|---|
| TXT | 3 | 5 | 5 | 7 | 9 | 7 |
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