Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in ...
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Est. EPS $1.93 · Revenue $942.99M · 12 analysts
Est. EPS $2.28 · Revenue $1.06B · 12 analysts
Est. EPS $7.70 · Revenue $3.71B · 11 analysts
Est. EPS $2.20 · Revenue $1.05B · 5 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.8B | +33.5% | +12.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $124.9M | -66.9% | -82.6% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +59.7% | +0.1% | +2.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -2.2% | -179.4% | +42.8% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +4.5% | -75.2% | -84.5% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $75.1M | -77.2% | +98.2% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +2.7% | -82.9% | +98.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 58.9% | -2.2% | -3.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.53x | +84.4% | -5.4% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $7.0B | +56.4% | +5.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 1.51 vs 6.31 | -76.1% | 0.36 vs 1.93 | -81.4% |
| Revenue Surprise | $2.8B vs $2.7B | +1.5% | $904.4M vs $943.0M | -4.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Mak Jennifer H | officer: Chief Accounting Officer | Common Stock | D | 156 | $566.56 |
| Aug 31, 2026 | Brooks Cameron | officer: CHIEF REVENUE OFFICER | Common Stock | D | 735 | $566.56 |
| Aug 31, 2026 | Coughlin Elizabeth Reid | officer: Chief Human Officer | Common Stock | D | 479 | $566.56 |
| Aug 31, 2026 | Fields Isaiah | officer: Chief Legal Officer | Common Stock | D | 763 | $566.56 |
| Aug 31, 2026 | Isner Joshua | officer: PRESIDENT | Common Stock | D | 347 | $561.08 |
Erik Lapinski: Hello everyone, and thank you for joining Axon's executive team today your our second quarter 2026 earnings conference call. Before we get started, I'll note that our remarks today are intended to build upon our most recent shareholder letter and investor materials, which you can find on our investor website at investor.axon.com. During this call, we will discuss our business outlook and make forward-looking statements. These comments are based on our expectations as of today and are not guarantees of future performance. All forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially, as discussed in our SEC filings. We will also discuss certain non-GAAP financial measures. Descriptions and reconciliations of non-GAAP to GAAP are included in our shareholder letter and available on our investor website. As always, before we kick it over to Rick, we have a quick video to get us started. Let's pull it up. Rick Smith: All right. Thank you, Erik, and great job to the team. I love those videos they just get me pumped up. Lucky to get to work here. I'd like to thank all of our analysts and investors who are joining us today. As you can see, we had another record quarter. Again, I was just looking at the numbers, 39% wow okay. We had a record quarter, and I could not be more proud of this team. None of this, none of it happens without our customers. You guys are the foundation, and we can't do any of this without you. This morning, my Cybertruck drove me to work. I sat behind the wheel and never touched it a few years ago, that was a keynote fantasy. Today, it's my commute, I've stopped noticing that's how this goes, right? The impossible becomes remarkable, and then it becomes Tuesday. Two days ago, OpenAI announced an unreleased model had solved 10 open problems in mathematics, problems that the best mathematicians alive have been stuck on for decades, one of them unsolved for at least 27 years. The compute cost to do all this, to do 10 of these unsolved PhD-career-level problems, was $2,000, or $200 per problem. For many years, the critique was that AI, sure, it could remix human work, but it can't create anything new. Well, that critique is finished a Fields Medalist, which is math's highest prize, it's been called the Nobel of math, said he would have published a comparable result without hesitation, and there are many that said any of these problems might on their own have qualified a human had they solved it for the Fields Medal. Within a day, a model from another lab had reproduced half of the list, meaning it could solve half those problems on its own. This isn't about one company getting lucky the whole field just crossed a line at once. The cost of an original breakthrough has just collapsed. Why does this belong on an Axon earnings call? Because an idea on a page is not an outcome on a street. Every one of these models perceives the world largely through strokes on a …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Cameron Brooks | Chief Revenue Officer | USD 1,311,381 | Male | 1970 | Active |
Brittany Bagley | Chief Operating Officer & Chief Financial Officer | USD 1,295,272 | Female | 1983 | Active |
Jeffrey C. Kunins | Chief Product Officer & Chief Technology Officer | USD 864,211 | Male | 1975 | Active |
Joshua Isner | President | USD 728,341 | Male | 1986 | Active |
Patrick W. Smith | Founder, Chief Executive Officer & Director | USD 40,001 | Male | 1971 | Active |
Josh Goldman | Executive Vice President of Operations | — | Male | — | Active |
Elizabeth Coughlin | Chief Human Officer | — | Female | 1986 | Active |
Isaiah Fields | Corporate Secretary & Chief Legal Officer | — | Male | 1977 | Active |
Jennifer H. Mak | Chief Accounting Officer | — | Female | 1975 | Active |
Abigail Stock | Executive Vice President of Marketing & Communications | — | Female | — | Active |
Erik Taylor Lapinski | Senior Director of Investor Relations | — | Male | — | Active |
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Axon Enterprise currently demonstrates a more consistent pattern of sequential revenue expansion across recent reporting periods, although Booking continuously generates a much larger total volume of absolute sales. Over the last eight quarters, Axon Enterprise recorded steady quarter-over-quarter revenue growth, whereas Booking exhibited a distinct cyclical pattern characterized by recurring peaks and subsequent sequential declines.
