AXON — Axon Enterprise, Inc.
NASDAQ · Industrials · Aerospace & Defense
About Axon Enterprise, Inc.
Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-05 | Q2 2026 | 1.52 | 1.88 | +23.68% | $904.4M | ✅ Beat | -14.28% | -1.59% | -11.70% |
| 2026-08-04 | 1.84 | 1.88 | +2.17% | $904.4M | ✅ Beat | +5.84% | +3.55% | -10.00% | |
| 2026-05-06 | Q1 2026 | 1.28 | 1.61 | +25.78% | $807.3M | ✅ Beat | +10.63% | -2.34% | +25.98% |
| 2026-02-24 | Q4 2025 | 0.89 | 2.15 | +141.57% | $796.7M | ✅ Beat | +17.55% | +30.86% | +3.99% |
| 2025-11-04 | Q3 2025 | 0.95 | 1.17 | +23.16% | $710.6M | ✅ Beat | -9.43% | -18.97% | -22.02% |
| 2025-08-04 | Q2 2025 | 0.91 | 2.12 | +45.21% | $669.0M | ✅ Beat | +16.41% | +9.91% | -2.63% |
| 2025-05-07 | Q1 2025 | 1.24 | 1.41 | +13.71% | $603.6M | ✅ Beat | +14.13% | +21.05% | +31.58% |
| 2025-02-25 | Q4 2024 | 1.40 | 2.08 | +48.57% | $575.1M | ✅ Beat | +15.25% | +6.37% | +12.57% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $904.4M total
| Segment | Share | Revenue | YoY | Q3 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Software And Sensors | 44.0% | $397.8M | — | — | — | — | $305.2M |
| TASER X2 | 28.9% | $261.3M | — | — | — | — | $237.9M |
| Platform Solutions | 16.6% | $149.8M | — | — | — | — | $60.8M |
| Axon Body | 10.5% | $95.4M | — | — | — | — | $106.7M |
By region
Q2 FY26 · $904.4M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 82.1% | $742.3M | +38.1% | $474.7M | $529.4M | $537.4M | $593.9M |
| Non-US | 17.9% | $162.1M | +23.6% | $98.7M | $74.3M | $131.2M | $116.7M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.