AXON Axon (AXON) Q2 FY26 earnings call
Axon delivered another record quarter, driven by strong ecosystem adoption and broad-based demand across its hardware and software offerings. The company's integrated approach, combining sensors, software, and AI, is enabling significant growth in both established and emerging markets like international and enterprise, with a focus on solving critical public safety problems and building customer trust. Management is navigating supply chain challenges and component cost increases while maintaining full-year adjusted EBITDA margin targets.
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AXON operating KPIs by quarter
| KPI | Mar 2025 Q1 FY25 | Mar 2026 Q1 FY26 | This call Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Backlog | $9.9BOur comfort in raising guidance is based on the strong Q1 bookings performance as well as the pipeline we see for the year and the future contracted bookings of $9.9 billion.Source: earnings call transcript | $14.3BFuture contracted bookings was up 44% year-over-year to $14.3 billion, reflecting this broad-based momentum.Source: earnings call transcript | $15.1BFuture contracted bookings grew more than 40% year-over-year to $15.1 billion, reflecting the broad-based momentum we're seeing across products and end markets.Source: earnings call transcript | +5.6% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.