Axon Enterprise, Inc. Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
26.8%projected annual EPS growth
Analyst Coverage
19analysts covering
FY Revenue (est.)
$3.7Bnext fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Annual recurring revenue (USD millions) Quarterly1.6K
Net revenue retention (percent) Quarterly1.3
Adjusted EBITDA margin (percent) Quarterly26.8%Target: 25.5% full-year 2026 adjusted EBITDA margin
Watch Items
- Whether reported revenue growth remains above Axon's recent 30% thresholdAction: Reassess the durability of premium-software, international, enterprise and platform-solution demand.
- Existing-customer expansion and retentionAction: Review customer attrition, deployment timing and adoption of premium software, AI Era, Axon 911 and integrated solutions.
- Profitability relative to management's full-year outlookAction: Determine whether professional-services mix, new-product scaling, tariffs or operating investment has impaired the margin trajectory.
Research as of 29 Aug 2026