Axon Sets Q3 Report for November 5 After 35.3% Revenue Growth Last Quarter

Axon will report third quarter 2026 results after market close on November 5, 2026, following a quarter in which revenue reached $904.4 million, up 35.3% year on year. FinancialContent Business Page said analysts expect revenue growth of 31.7% year on year this quarter.

Axon's Last Quarter and Q3 Expectations

Axon beat analysts' revenue expectations in its previous quarter, reporting $904.4 million, up 35.3% year on year, according to FinancialContent Business Page. The report described the quarter as exceptional, with a solid beat of analysts' ARR estimates and an impressive beat of analysts' EBITDA estimates.

For the third quarter, the market expects Axon's revenue to grow 31.7% year on year, improving from the 30.6% increase it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business will stay the course heading into earnings. Axon has a history of exceeding Wall Street's expectations, the report said.

Among peers in the aerospace and defense segment, Byrna's revenues decreased 45.7% year on year, missing analysts' expectations by 5.3%, and Huntington Ingalls reported revenues up 10.8%, topping estimates by 5.3%. Byrna traded up 11.6% following the results while Huntington Ingalls was also up 13.5%.

Axon's Revenue and Funding Records

Axon provides an integrated public safety technology platform combining body cameras, TASER weapons, drones, cloud software and AI-powered tools to law enforcement, federal agencies and enterprise customers globally, according to akta.pro company records. The same records show FY2025 revenue of $2.8 billion, up 33% from the prior year, and Q1 2026 revenue of $807 million, up 34% year on year and above estimates of $778.45 million. AI product revenue grew over 700% year-over-year in Q1 2026, and the company's funding history includes a $1 billion post-IPO debt round in September 2026.

Axon's Recent Contract Wins

James City County Police Department ended its Flock Safety contract for license plate readers, citing customer service and support issues, and will switch to Axon, which it already uses for in-car cameras, Yahoo reported on November 3, 2026. Denver Police license plate searches fell over 90% after switching from Flock to Axon, with July 2026 searches at 165 versus 4,466 in July 2025, Yahoo reported on October 29, 2026. On October 27, 2026, the San Marcos City Council approved a $48,860 Axon contract extension for digital evidence storage amid privacy concerns, Yahoo reported.

Axon's November 5 Webinar

Axon announced it will host a live Zoom webinar at 5:00 p.m. ET on November 5, 2026, following the release of its third quarter 2026 financial results after market close, Moomoo reported on October 22, 2026.