8-KItem 2.02 · Results of OperationsItem 9.01 · Financial Statements

Axon Reports 35% Q2 Revenue Growth and Raises 2026 Outlook

Filed with the SEC on · Summarized by InvestorsBot

Axon reported second-quarter 2026 revenue of $904 million for the period ended June 30, up 35% year over year, with net income of $29 million, non-GAAP net income of $155 million and Adjusted EBITDA of $242 million. Annual recurring revenue rose 39% to $1.6 billion and future contracted bookings increased 41% to $15.1 billion; Axon raised its full-year 2026 revenue growth outlook to 32%-34% from 30%-32% while maintaining its Adjusted EBITDA margin outlook at approximately 25.5%.

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