Axon Q2 FY26 GAAP net income drops 18.53% to USD 29.43 million; revenue rises 35% to USD 904 million

• Axon Q2 2026 revenue rose 35% to $904 million; GAAP net income fell to $29 million, or $0.36 per diluted share.
• GAAP operating income rose to $47 million; adjusted EBITDA climbed more than 40% to $242 million, helped by global tariff refunds.
• Software & Services revenue increased 36% to $398 million; Connected Devices revenue grew 35% to $507 million.
• Annual recurring revenue grew 39% to $1.6 billion; net revenue retention rose 1 percentage point to 126%.
• Raised full-year revenue growth outlook to 32%–34%; future contracted bookings increased 41% to $15.1 billion.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. AXON Enterprise Inc. published the original content used to generate this news brief via PR Newswire (Ref. ID: 202608051601PR_NEWS_USPR_____LA20116) on August 05, 2026, and is solely responsible for the information contained therein.