Axon Enterprise (AXON) beat expectations in Q2 FY2026 on revenue of $904.4M versus the $876.4M estimate (+35.3% YoY) and EPS of $1.88. The next Axon Enterprise (AXON) earnings date is Nov 3, 2026. Below is the full Axon Enterprise earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
$904.4M (vs $876.4M est · +3.2% surprise · +35.3% YoY)
EPS
$1.88 (vs $1.84 est · +2.2% surprise · -21.7% YoY)
Share price
$597.59 (-4.8%)
Market cap
$48.2B
Axon Enterprise (AXON) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$904.4M vs $876.4M est
$1.88 vs $1.84 est
+2.2%
-14.0%
Beat
Q2 FY2026
$807.3M vs $780.7M est
$1.61 vs $1.60 est
+0.6%
+12.2%
Mixed
Q1 FY2026
$796.7M vs $755.6M est
$2.15 vs $1.60 est
+34.4%
+22.8%
Beat
Q4 FY2025
$710.6M vs $704.8M est
$1.17 vs $1.52 est
-23.0%
-11.7%
Mixed
Q3 FY2025
$668.5M vs $641.0M est
$2.12 vs $1.45 est
+46.2%
+16.8%
Beat
Q2 FY2025
$603.6M vs $586.4M est
$1.41 vs $1.27 est
+11.0%
+14.2%
Beat
Q1 FY2025
$575.1M vs $566.0M est
$2.08 vs $1.37 est
+51.8%
+14.5%
Mixed
Q4 FY2024
$544.3M vs $525.3M est
$1.45 vs $1.20 est
+20.8%
+31.3%
Beat
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Blackrock, INC.
10.4%
8.3M
$4.7B
+4.3%
Vanguard Capital Management LLC
6.4%
5.1M
$2.9B
+1.7%
State Street Corp
4.8%
3.9M
$2.2B
+5.5%
Vanguard Portfolio Management LLC
4.6%
3.7M
$2.1B
+2.2%
Invesco Ltd.
4.0%
3.2M
$1.8B
+91.4%
Baillie Gifford & CO
3.8%
3.1M
$1.7B
+24.4%
Fmr LLC
3.8%
3.0M
$1.7B
+26.2%
Geode Capital Management, LLC
2.9%
2.3M
$1.3B
+2.5%
Wellington Management Group Llp
2.6%
2.1M
$1.2B
-13.0%
Price T Rowe Associates INC /Md/
2.3%
1.9M
$1.0B
+137.3%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
40
$24231
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
80
$48631
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
160
$97529
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
141
$86029
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
139
$84999
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
200
$122556
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
240
$147275
Kunins Jeffrey C
officer: CPO & CTO
2026-08-21
Sell
80
$49178
What you'll find
Next Axon Enterprise (AXON) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Axon Enterprise reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Axon Enterprise (AXON)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Axon Enterprise's next earnings date?
Axon Enterprise's (AXON) next scheduled earnings date is Nov 3, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Axon Enterprise (AXON) beat or miss earnings?
In Q2 FY2026, Axon Enterprise (AXON) posted beat results — revenue of $904.4M versus the $876.4M estimate (+3.2% surprise) and EPS of $1.88 versus $1.84 expected (+2.2% surprise). Magnisto decodes every Axon Enterprise (AXON) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Axon Enterprise beat earnings estimates?
Over its last 8 reported quarters, Axon Enterprise (AXON) beat Wall Street EPS estimates 6 times, most recently a beat result in Q3 FY2026. Magnisto tracks every Axon Enterprise (AXON) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Axon Enterprise stock move after earnings?
Over its last 8 quarterly reports, Axon Enterprise (AXON) moved an average of ±17.2% the day after earnings — ranging from -14.0% (Q3 FY2026) to +31.3% (Q4 FY2024). The stock rose after 6 of those 8 reports and fell after 2. Heading into its next report on Nov 3, 2026, options-implied volatility is pricing in a move of roughly ±41.9% (derived). Magnisto tracks the realized post-earnings move for every Axon Enterprise (AXON) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Axon Enterprise?
Institutions hold about 171.7% of Axon Enterprise's (AXON) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (10.4%), Vanguard Capital Management LLC (6.4%), State Street Corp (4.8%). Magnisto lists Axon Enterprise's (AXON) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Axon Enterprise (AXON)?
In the most recent Form 4 filings Magnisto tracks, Axon Enterprise (AXON) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Axon Enterprise (AXON) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Axon Enterprise (AXON), anchored to the current $597.59 share price, so you can weigh the bull, base and bear cases for Axon Enterprise side by side.
Is Axon Enterprise (AXON) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Axon Enterprise fits your own thesis and risk profile. This is research, not investment advice.