Snapshot
Axon Enterprise, Inc. reported $807M of revenue in Q1 2026, up 33.7% year over year, with diluted EPS of $2.05 and an operating margin of 3.6%.
- Revenue
- $807M
- YoY growth
- +33.7%
- Diluted EPS
- $2.05
- Operating margin
- 3.6%
$807M
Revenue
+33.7%
YoY growth
$2.05
Diluted EPS
3.6%
Operating margin
01 Key takeaways
What management said
- •We made the decision over a decade ago to invest in tightly integrated solutions across hardware and software, creating an ecosystem that allows customers to scale and grow as fast as technology is moving.
- •Our hardware enables software features that wouldn't be possible without capable, connected sensors at the edge.
- •Fusus, Dedrone, Axon 911, license plate readers, vehicle intelligence are being deployed across entire cities and countries.
- •We quickly learn what customers are excited about, what's gaining traction, and ultimately, where our pipeline goes from here.
- •Q1 was our strongest ever first quarter across revenue, bookings, and new products.
- •The core is off to a great start with sustained TASER growth rates.
- •It tells us that the growth we are seeing is not isolated to one product, one geography, or one customer segment.
- •Across the business, we are tracking indicators like customer engagement, pipeline quality, adoption of new products, and continued strength in the core.
- •The Axon AI Era Plan is not the only thing driving explosive growth.
- •Now Dedrone has established itself as a further accelerant to our growth.
- •Finally, it is no secret that physical AI infrastructure is going to be a source of record spending in the years to come.
- •The deployment centers around Fusus, which continues to garner interest and drive growth in this segment, along with Axon Body Mini and Axon Outpost.
SourcesCompany financials · earnings call
Last updated