At the archive date, AXON ENTERPRISE, INC. was expected to release its Q3 2026 10-Q filing on November 2, 2026. Last quarter: Axon delivered 35% revenue growth and swung to an operating profit in Q2 FY2026 on the back of TASER 10 and counter-drone equipment sales, though net income fell as a prior-year tax benefit did not repeat.
EPS Estimate
$1.94
Revenue Estimate
$960.63M
Analyst consensus captured from Finnhub and Financial Modeling Prep. This archived preview is no longer updated with later results; see the AXON page for retained reports.
Drawn from management commentary in the Q2 2026 10-Q:
Following a Supreme Court ruling that IEEPA tariffs were unauthorized, Axon received $47.4 million in refunds during the quarter, of which $18.1 million had been previously expensed to cost of sales, directly lowering costs. The remaining majority was reclassified from inventory and property, reducing future expense.
Axon used $551.6 million in business combinations during the first half of fiscal 2026, substantially all related to the Carbyne acquisition, significantly impacting net cash used in investing activities.
SG&A and R&D expenses rose primarily due to increased headcount and investments in AI initiatives, including higher advisory, travel, and technology license costs. R&D spending in particular grew 28.4% year-over-year to $208.7 million, with AI-related engineering and licensing expenses up.
Revenue
$904.39M
+35.28% YoY
EPS (Diluted)
$0.36
-18.18% YoY
Gross Margin
60.4%
+0.0 pts YoY
Operating Income
$46.78M
+4615.25% YoY
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