| AXON |
Report |
Revenue |
BEAT |
pred ~$890M vs. cons $875.9M |
MEDIUM |
| AXON |
Report |
Adjusted diluted EPS |
IN-LINE |
pred ~$1.80 vs. cons $1.78 |
MEDIUM |
| AXON |
Report |
ARR |
IN-LINE |
pred ~$1.600B vs. cons $1.589B |
MEDIUM |
| AXON |
Guide |
FY26 revenue growth |
UNCHANGED |
guide ~30%-32% / ~$3.66B vs. cons $3.674B |
MEDIUM |
| AXON |
Guide |
FY26 adjusted EBITDA margin |
UNCHANGED |
guide ~25.5% vs. cons ~25.6% |
MEDIUM |
| AXON |
Guide |
FY26 bookings / demand commentary |
UNCHANGED |
guide ~healthy but lumpy/back-half weighted vs. cons UNVERIFIED |
LOW |
| AXON |
Return |
Day-1 residual (stock − beta × S&P 500) |
-4.0% |
— |
LOW |
| AXON |
Return |
5-day cumulative residual |
-7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit Q4 de-risking pressures revisions |
LOW |