Axon Enterprise Q2 2026: Revenue Tops $904M, Guidance Raised
As seen on the 24/7 Wall St. homepage on August 5, 2026.
Axon raised full-year revenue growth guidance to 32% to 34% from 30% to 32%, with future contracted bookings up 41% to $15.1 billion. The AI and drone push is carrying the model. Management speaks at 5:00 PM ET.
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Axon reported second-quarter 2026 earnings per share of $1.88, beating the $1.84 consensus estimate by roughly 2%. Revenue of $904.4 million came in about 3% above the $876.5 million Wall Street had expected, continuing a pattern of the company clearing the bar on both top and bottom lines in most recent quarters.
The bigger story may be what management said about the road ahead. Axon lifted its full-year revenue growth guidance to a range of 32% to 34%, up from the prior 30% to 32%, citing momentum in its AI and drone initiatives as a key driver. Future contracted bookings rose 41% to $15.1 billion, a figure that signals strong long-term demand already locked in on paper.
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Management was scheduled to discuss results on a call at 5:00 PM ET on August 5, 2026. The EPS history going back to Q3 2024 shows a company that has beaten estimates in most periods, though the miss in Q3 2025, when reported EPS of $1.17 fell short of the $1.54 estimate, serves as a reminder that execution risk remains a factor to watch.
Mentioned: AXON