Axon Q1 revenue $807M (+34% YoY), beats; raises FY growth outlook to 30-32%

AXON ENTERPRISE, INC.

2026-Q1 EPS reported $2.05 revenue$807,345,000

Revenue $807M, up 34% YoY; net income $169M ($2.05 diluted EPS) vs $88M prior year.
Software & Services revenue $355M (+35%); ARR $1.5B (+35%); net revenue retention 125%.
Adjusted EBITDA $202M (25% margin); non-GAAP net income $133M ($1.61 diluted EPS).
FY revenue growth outlook raised to 30-32% from 27-30%; maintains 25.5% Adj. EBITDA margin.
AI products revenue up >700% YoY; counter-drone revenue up >300%; Q1 operating cash outflow $32M.

item 2.02 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Earnings Releases SEC 8-K Item 2.02 confidence 0.95

AXON ENTERPRISE, INC. reported Q1 2026 results: revenue $807 million, net income $169 million. Guidance raised.

Period: Q1 2026
Revenue: $807 million
Net income: $169 million
Guidance: raised
Result: reported results

Exact text from the filing

Axon reports Q1 2026 revenue of $807 million, up 34% year over year

View on SEC.gov

Browse all earnings releases →

AXON ENTERPRISE, INC. filing history →

Source: SEC EDGAR

accession 0001628280-26-031285

view filing index on sec.gov

view primary document

Machine-readable: JSON · Markdown · Plain text

This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.