Axon Q2 revenue $904M (+35% YoY); raises FY revenue growth outlook to 32-34%

AXON ENTERPRISE, INC.

Revenue $904M (+35% YoY); Software & Services $398M (+36%), Connected Devices $507M (+35%).
Net income $29M ($0.36 diluted EPS) vs $36M prior year; non-GAAP net income $155M ($1.88) vs $179M ($2.18).
Adjusted EBITDA $242M (26.8% margin), up >40% YoY; operating cash flow improved to $20M from -$92M.
Annual recurring revenue $1.6B (+39% YoY); net revenue retention 126%; future contracted bookings $15.1B (+41%).
Raises FY2026 revenue growth guidance to 32-34% (from 30-32%); maintains Adjusted EBITDA margin ~25.5%.

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