AXON: Q3 revenue rose to $908.6M as FY26 guidance targets $3.61B-$3.63B

What happened

Axon reported third-quarter revenue of $908.6M and GAAP net income of $57.0M. Its Adjusted EBITDA margin, a measure of operating profitability, was 25.9%. For fiscal 2026, the company guided to revenue of $3.61B–$3.63B and free cash flow of $350M–$400M.

Confirmed

Global impact / market context

The reported revenue and profit show the business generated sales and earnings in the quarter, while the full-year forecast frames expected growth and cash generation. If achieved, the projected free cash flow could give Axon more cash available to fund operations or other company needs.

Analyst inference

The figures combine a completed quarter with forecasts for the full fiscal year, so they describe both current performance and management’s expectations. Investors can compare later results with the forecast range, but the supplied context gives no prior-period comparison or market reaction.

Analyst inference

What to watch

1. Check whether upcoming quarterly reports keep revenue on a path consistent with the $3.61B–$3.63B fiscal 2026 forecast; actual sales may differ from guidance. Analyst inference
2. Compare reported free cash flow, cash generated after business spending, with the $350M–$400M full-year expectation to see whether cash generation is tracking guidance. Analyst inference
3. Watch whether Axon reports changes in GAAP net income or Adjusted EBITDA margin, since shifts in earnings or operating profitability could alter how investors assess performance. Analyst inference

Evidence

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