| AXON |
Report |
Q2 2026 Revenue |
BEAT |
pred ~$895M vs. cons $883M |
MEDIUM |
| AXON |
Report |
Q2 2026 Adjusted EBITDA |
BEAT |
pred ~$225M vs. cons $221M |
MEDIUM |
| AXON |
Report |
Q2 2026 Non-GAAP Diluted EPS |
BEAT |
pred ~$1.86 vs. cons $1.79 |
MEDIUM |
| AXON |
Guide |
FY 2026 Revenue Guidance |
BETTER |
guide ~$3.64B-$3.70B vs. cons $3.67B (FY 2026) |
MEDIUM |
| AXON |
Guide |
FY 2026 Adjusted EBITDA Margin Guidance |
UNCHANGED |
guide ~25.5% vs. cons 25.5% (FY 2026) |
HIGH |
| AXON |
Guide |
FY 2026 Free Cash Flow Guidance |
UNCHANGED |
guide ~$450M vs. cons $455M (FY 2026) |
MEDIUM |
| AXON |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| AXON |
Return |
5-day cumulative residual |
+4.0% (FOLLOW-THROUGH) |
Revenue and EBITDA beats of ~$12M and ~$4M, respectively, paired with a FY revenue-guide upper-end increase to ~$3.70B versus ~$3.67B consensus, should support modest positive FY and 2027 estimate revisions despite unchanged ~25.5% EBITDA-margin guidance and continued mix pressure. |
MEDIUM |