Axon Enterprise Q2 FY26 earnings

Revenue $904.39M, up 35.3% on a year earlier. TASER segment revenue $261.32M, up 20.9%. Diluted EPS $0.36 against $0.44.

The results

Q2 FY26Q1 FY26Q2 FY25Year over year
Revenue$904.39M$807.35M$668.54M+35.3%
Operating income$46.78M$29.24M-$1.04M
Net income$29.43M$169.31M$36.12M-18.5%
Diluted EPS$0.36$2.05$0.44
Operating cash flow$20.08M-$31.52M-$91.70M
Capital expenditures-$21.05M-$23.12M-$22.95M
Free cash flow-$972,000-$54.64M-$114.66M

KPIs this quarter

Q2 FY26Q2 FY25Year over year
Revenue Growth35%32.62%
TASER segment revenue$261.32M$216.23M+20.9%
International Revenue$162.08M$131.16M+23.6%
Annual Recurring Revenue$1.64B$1.18B+38.5%
Annual recurring revenue growth39%39.18%
Total company future contracted revenue$15.10B$10.70B+41.1%
Sensors and Other revenue$95.39M$92.82M+2.8%
Future contracted revenue$15.10B$10.70B+41.1%

Sources

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Stock Atlas, “Axon Enterprise (AXON) Q2 FY26 earnings: results and KPIs”, stockatlas.com/companies/AXON/earnings/2026-q2/, data as of 3 November 2026. Links to this page are welcome.