Axon Enterprise reported third-quarter 2026 revenue of $909 million, an increase of 28% year over year, driven by strong growth in Software & Services. The company also announced a $1.2 billion investment in Skydio, raising its ownership stake to 37% and establishing an exclusive public safety distribution partnership. Net income reached $57 million, recovering from a net loss in the prior-year period.
Q3 2026 total revenue grew 28% year over year to $909 million, with net income of $57 million.
Announced a $1.2 billion investment in Skydio, increasing the ownership stake to 37%.
Full-year 2026 revenue growth is expected to be approximately 30%, reflecting $130 million in excluded Federal Dedrone deployments.
Annual recurring revenue grew 40% year over year to $1.8 billion as of September 30, 2026.
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From Axon Enterprise's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$2.78B
+33.5%
$1.51
-68.5%
4.5%
FY2024
$2.08B
+33.4%
$4.80
+106.0%
18.1%
FY2023
$1.56B
+31.5%
$2.33
+14.8%
11.3%
FY2022
$1.19B
+37.1%
$2.03
—
12.4%
FY2021
$865.64M
+27.1%
$-0.91
—
-6.5%
Frequently asked questions
When is Axon Enterprise's next earnings date?
Axon Enterprise has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Axon Enterprise earn last quarter?
For the quarter ended Sep 2026, Axon Enterprise reported diluted EPS of $0.68 on revenue of $908.55M (+27.8%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.