| AXON |
Report |
Q2 2026 revenue |
BEAT |
pred ~$894M vs. cons $876.5M |
MEDIUM |
| AXON |
Report |
Q2 2026 annual recurring revenue |
BEAT |
pred ~$1.62B vs. cons $1.60B |
MEDIUM |
| AXON |
Report |
Q2 2026 adjusted EBITDA |
BEAT |
pred ~$224M vs. cons $219M |
LOW |
| AXON |
Guide |
FY2026 revenue |
BETTER |
guide ~$3.70B vs. cons $3.66B (FY2026) |
MEDIUM |
| AXON |
Guide |
FY2026 adjusted EBITDA margin |
UNCHANGED |
guide ~25.5% vs. cons 25.5% (FY2026) |
HIGH |
| AXON |
Guide |
FY2026 free cash flow |
BETTER |
guide ~$450M vs. cons $432M (FY2026) |
MEDIUM |
| AXON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| AXON |
Return |
5-day cumulative residual |
+1.5% (FADE) |
A ~$17.5M Q2 revenue beat paired with FY2026 guidance only ~$40M above consensus implies roughly $2.00B of second-half revenue versus approximately $1.98B embedded in consensus. That supports modest estimate revisions, but the limited out-period uplift and the stock's sharp pre-report rally should cause part of the initial reaction to fade. |
MEDIUM |