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Sentiment · FY2026 Q2
| 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 |
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).
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andrew Sherman | TD Cowen | 12 (0%) |
| Jeremy Hamblin | Craig-Hallum | 11 (0%) |
| Trevor Walsh | Citizens JMP Securities |
| 10 (0%) |
| Jon Ho | William Blair | 9 (0%) |
| Joe Cardoso | JPMorgan | 9 (0%) |
| Mike Ng | Goldman Sachs | 8 (0%) |
| Keith Housum | Northcoast Research | 8 (0%) |
| Jordan Lyonnais | Bank of America | 8 (0%) |
| Will Power | Robert W. Baird | 8 (0%) |
| Meta Marshall | Morgan Stanley | 7 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| TD Cowen | 1 | 12 (0%) |
| Craig-Hallum | 1 | 11 (0%) |
| Citizens JMP Securities | 1 | 10 (0%) |
| Robert W. Baird | 2 | 10 (0%) |
| JPMorgan | 1 | 9 (0%) |
| Morgan Stanley | 2 | 9 (0%) |
| William Blair | 1 | 9 (0%) |
| Wolfe Research | 2 | 9 (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 | Regulation Policy | Competitive Dynamics | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 4 | 4 | 4 | 4 | 4 | 4 | 2 |
| 2025Q1 | 7 | 6 | 6 | 1 | 2 | 4 | 1 | 1 |
| 2025Q2 | 12 | 6 | 3 | 2 | 3 | 3 | 1 | 3 |
| 2025Q3 | 9 | 6 | 5 | 2 | 3 | 2 | 1 | 2 |
| 2025Q4 | 14 | 4 | 9 | 3 | 4 | 2 | 4 | 4 |
| 2026Q1 | 11 | 7 | 5 | 8 | 1 | 1 | 5 | 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 |
| Regulation Policy | 4 | 4 | 3 | 2 | 2 | 1 |
| Competitive Dynamics | 4 | 1 | 1 | 1 | 4 | 5 |
| Geographic Expansion | 2 | 1 | 3 | 2 | 4 | 3 |
What AXON and other companies said about each other on FY2026 Q1 earnings calls — 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; read-through on Skydio's role in Axon's DFR ecosystem.
| 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% | |
| RKLB Rocket Lab USA, Inc. | 8 | +63.5% | |
| RTX RTX Corporation | 9 | +8.7% | |
| SPCX Space Exploration Technologies Corp. | · | n/a | |
| TDG TransDigm Group | 10 | +18.3% | |
| TXT Textron | 7 | +11.8% |