Axon Q2 FY26 GAAP net income drops 18.53% to USD 29.43 million; revenue rises 35% to USD 904 million - AXON News | RalliesAxon Q2 FY26 GAAP net income drops 18.53% to USD 29.43 million; revenue rises 35% to USD 904 million
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AXON• Quarterly results
- 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.
Recurring revenue and outlook
- 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.
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