AXON
Axon EnterprisePrevious close
427.77
Change
−10.28 / −2.35%
P/E (TTM) ?
178.6
Market Cap
$34.7B
1M
+1.24%
S&P 500 −0.91% over same period
Volume / Avg Volume
941K / 925K
1.02× average
Latest earnings analysisFY2026 Q2Reported 2026-08-05
Axon Q2 2026: revenue up 35.3% to $904.4 million, guidance raised
Axon grew revenue 35.3% to $904.4 million and lifted its full-year growth plan, while bookings and recurring revenue rose even faster than sales. The GAAP picture is thinner: net income was $29.4 million and free cash flow was slightly negative. Read this quarter as a demand story, not a profit story.
Read the full analysis →Revenue$0.90BYoY +35.30%
EPS (non-GAAP)$1.88Missest. $1.89
Next-day move−14.28%
Recent Earnings
Click to read the FinDog analysis| Period | Reported | Revenue | Analysis |
|---|---|---|---|
| FY2026 Q2 Quarter ended 2026-06 | 2026-08-05 | $904M | Read analysis → |
| FY2026 Q1 Quarter ended 2026-03 | 2026-05-06 | $807M | Pending |
| FY2025 Q4 Quarter ended 2025-12 | 2026-02-24 | $2.8B | Pending |
| FY2025 Q3 Quarter ended 2025-09 | 2025-11-04 | $711M | Pending |
| FY2025 Q2 Quarter ended 2025-06 | 2025-08-04 | $669M | Pending |
| FY2025 Q1 Quarter ended 2025-03 | 2025-05-07 | $604M | Pending |
Decision Panel
Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market dataValuation
P/E is at percentile 69 of its 5-year rangeMid-range
5-year range 86.7 – 267.0 · Median 159.3
No buybacks or dividends in the last four quarters
P/E (TTM)
178.6
P/B
9.7
P/S
11.1
PEG
1.65
Earnings Reaction
Over the last 6 reports, the stock moved ±13.7% on average on the first trading day after, rising 4 times
Most recent −14.28%
Volatility & Correlation
1-year beta 1.53 · Correlation with S&P 500 0.32High beta
Annualized volatility 62% vs. 13% for the S&P 500
Insider Trading
View all →Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 4 · $20.4MNet selling $20.4M
- 09-11Fields IsaiahChief Legal OfficerSell$0.49M1,017 shares · Avg price 480.45
- 09-08SMITH PATRICK WCHIEF EXECUTIVE OFFICERSell$5.1M10,000 shares · 11 trades · Avg price 508.99
- 08-31Isner JoshuaPRESIDENTSell$9.6M16,775 shares · 28 trades · Avg price 574.43
- 08-21Kunins Jeffrey CCPO & CTOSell$5.2M8,245 shares · 15 trades · Avg price 629.04
Multi-Quarter Financial Trends
View all quarters →Last 12 quarters · As reported by the company
| Quarter | Revenue ($B) | YoY | Gross Margin | Net Income ($B) | EPS |
|---|---|---|---|---|---|
| FY2026 Q2 | 0.90 | +35.3% | 60.4% | 0.03 | 0.36 |
| FY2026 Q1 | 0.81 | +33.7% | 59.1% | 0.17 | 2.05 |
| FY2025 Q4 | 0.80 | +38.5% | 57.9% | 0.00 | 0.02 |
| FY2025 Q3 | 0.71 | +30.6% | 60.1% | -0.00 | -0.03 |
| FY2025 Q2 | 0.67 | +32.8% | 60.4% | 0.04 | 0.44 |
| FY2025 Q1 | 0.60 | +31.3% | 60.6% | 0.09 | 1.08 |
| FY2024 Q4 | 0.58 | +33.6% | 60.1% | 0.14 | 1.68 |
| FY2024 Q3 | 0.54 | +31.7% | 60.8% | 0.07 | 0.86 |
| FY2024 Q2 | 0.50 | +35.0% | 60.8% | 0.04 | 0.53 |
| FY2024 Q1 | 0.46 | +33.6% | 56.2% | 0.13 | 1.73 |
| FY2023 Q4 | 0.43 | +29.1% | 61.3% | 0.06 | 0.75 |
| FY2023 Q3 | 0.41 | +32.6% | 62.1% | 0.06 | 0.81 |
| Ticker | P/E | Revenue YoY | Gross Margin | 1M | View |
|---|---|---|---|---|---|
| AXON | 178.6 | +35.3% | 60.4% | +1.24% | Bullish |
| SPCX | — | +161.4% | 62.4% | −10.70% | Bullish |
| CAT | 26.8 | +24.0% | 37.8% | −23.19% | Bullish |
| GE | 35.1 | +15.9% | — | −3.36% | Bullish |
| RTX | 32.0 | +11.1% | — | +7.62% | Bullish |
| GEV | 22.8 | +26.8% | 24.6% | −9.74% | Bullish |
| UNP | 23.6 | +15.3% | — | +11.71% | Bullish |
| DE | 36.7 | +4.9% | — | +0.59% | Bullish |
| ETN | 38.6 | +21.4% | 33.5% | −13.90% | Bullish |