Axon Enterprise, Inc. develops, manufactures, and sells conducted energy weapons (DEC) under the TASER brand name in the United States and internationally. The company is headquartered in Scottsdale, Arizona.
| Revenue (TTM) | $3.42B |
| Gross Profit (TTM) | $2.00B |
| EBITDA | $223.41M |
| Operating Margin | 4.63% |
| Return on Equity | 7.61% |
| Return on Assets | 0.81% |
| Revenue/Share (TTM) | $42.61 |
| Book Value | $46.43 |
| Price-to-Book | 9.38 |
| Price-to-Sales (TTM) | 9.10 |
| EV/Revenue | 11.06 |
| EV/EBITDA | 87.64 |
| Quarterly Earnings Growth (YoY) | -18.20% |
| Quarterly Revenue Growth (YoY) | 27.90% |
| Shares Outstanding | $81.24M |
| Float | $77.12M |
| % Insiders | 4.51% |
| % Institutions | 91.36% |
Volatility is currently expanding
Axon buried its biggest bet ever inside an earnings release that missed estimates and trimmed guidance, and Wall Street sent the stock sliding. Was the market punishing a stumble, or overlooking the move that shapes what comes next?
Axon cuts its 2026 revenue outlook amid federal counter-drone delays, even as AI adoption, software growth and a $1.2 billion Skydio investment fuel expansion.
AXON's Q3 earnings and revenues miss estimates as margin pressures and delayed federal counter-drone projects prompt a cut to its 2026 sales outlook.
THE AI TRADE HITS THE BRAKES—A Nasdaq correction. A rebound in oil.
Axon Enterprise, Inc. (AXON) Q3 2026 Earnings Call Transcript
Announces increased stake in Skydio to 37%, cementing leadership in Drone as First Responder Software & Services revenue growth accelerates to 43% year over year, reaches $437 million Platform Solutions revenue grows 106% year over year to $125 million AI bookings up over 50% year to date; AI ARR surpasses $100 million Net income of $57 million increases from a net loss in the prior-year period; Adjusted EBITDA of $236 million increases 33% year over year SCOTTSDALE, Ariz., Nov. 5, 2026 /PRNewswire/ -- Fellow shareholders, Today, we announce the largest single investment in Axon's history: a $1.2 billion investment in Skydio.
With an expanded partnership, Axon becomes exclusive Skydio distributor for public safety in the U.S. and Canada SCOTTSDALE, Ariz., Nov. 5, 2026 /PRNewswire/ -- Axon (Nasdaq: AXON), the global leader in public safety technology, today announced an additional $1.2 billion investment in Skydio.
Axon Enterprise, Inc. AXON is scheduled to release third-quarter 2026 results on Nov. 5, after market close. The Zacks Consensus Estimate for earnings is currently pegged at $1.90 per share on revenues of $931.1 million.
Baron SMID Cap ETF returned -2.87% (NAV) in the third quarter, outperforming its benchmark, the Russell 2500 Growth Index, which returned -10.35%. Top contributors were Rubrik, Inc., Tempus AI, Inc., and Netskope, Inc. Top detractors were Axon Enterprise, Inc., Forgent Power Solutions, Inc., and Mercury Systems, Inc.
Axon Enterprise continues to dominate the public safety sector through its integrated hardware and cloud software ecosystem. Monday.com maintains strong revenue growth and expanding net margins as its AI work platform gains enterprise adoption.
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