Q2 FY2026 EarningsQ2 FY26 beat consensus across top and bottom-line metrics, with revenue reaching $904.4M vs. $876.5M expected, and GAAP EPS of $0.36 vs. $0.34. The outperformance was primarily driven by the Platform Solutions segment, which surged 122.6% YoY due to counter-drone demand, and a significant beat in operating income ($46.8M vs. $34.2M expected). Adjusted gross margin of 62.9% also exceeded consensus, supported by $47.4M in one-time tariff refunds despite a shift toward lower-margin professional services.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Axon Enterprise(AXON) the Revenue is 904.39 M (+35.28%), Beat estimate;the EBIT is 46.78 M (+4615%), Beat estimate;the EPS is 0.36 (-18.18%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.90B35.28%
0.88B31.10%
+0.03B4.18%
EBITExceed expectations
0.05B4615.25%
0.03B3396.28%
+0.01B1,218.97%
EPSExceed expectations
0.3618.18%
0.341122.48%
+0.01894.30%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf