AXONAxon Enterprise

Industrials · Defense · Nasdaq

Axon Enterprise, Inc. (“Axon,” the “Company,” “we” or “us”) is a technology company that provides integrated hardware and software solutions. 10-K, Item 1

Employees: 5,100
Headquarters: Scottsdale, AZ
CEO: Patrick W. Smith
Next results: around Feb 23, 2027

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The numbers AXON said it expected, in its earnings releases of the last 3 years, next to what it then reported for the same period. Each target links to the sentence in the release; each result to the 10-Q or 10-K it was first reported in.

Of 4 range targets with a reported result: 2 came in above the last range given, 0 within it, 2 below it.

Target	What the company said	Reported	Result
EBITDA (company-defined) Fiscal 2026	Given $924.00M to $929.00M release 2026-11-05	–	No standard number
The company's words Adjusted EBITDA: Our fourth-quarter Adjusted EBITDA guidance implies full-year 2026 Adjusted EBITDA of $924 million to $929 million. release 2026-11-05
Free cash flow (company-defined) Fiscal 2026	Given $350.00M to $400.00M release 2026-11-05	–	No standard number
The company's words Free cash flow: We expect full-year 2026 free cash flow of $350 million to $400 million, modestly below our prior target of $450 million due to our accelerated inventory investment to strengthen product availability and supply chain resilience. release 2026-11-05
Capital expenditures Fiscal 2026	Given $185.00M to $215.00M release 2026-02-24 Lowered $160.00M to $190.00M release 2026-05-06 Kept $160.00M to $190.00M release 2026-08-05 Lowered $130.00M to $150.00M release 2026-11-05	–	Not reported yet
The company's words Full Year 2026 Guidance … Capital expenditures in the range of $185 million to $215 million release 2026-02-24 2026 CapEx: Axon expects 2026 CapEx to be in the range of $160 million to $190 million. release 2026-05-06 2026 CapEx: Axon expects 2026 CapEx to be in the range of $160 million to $190 million. release 2026-08-05 CapEx: We expect 2026 CapEx to be in the range of $130 million to $150 million, a decrease from $160 million to $190 million. release 2026-11-05
Revenue Fiscal 2026	Given $3.61B to $3.63B release 2026-11-05	–	Not reported yet
The company's words Revenue: Our fourth-quarter revenue guidance implies full-year 2026 revenue of approximately $3.61 billion to $3.63 billion, representing approximately 30% annual growth. release 2026-11-05
EBITDA (company-defined) Fiscal 2025 (ended 2025-12-31)	Given $640.00M to $670.00M release 2025-02-25 Raised $650.00M to $675.00M release 2025-05-07 Raised $665.00M to $685.00M release 2025-08-04	–	No standard number
The company's words Looking ahead, we expect to deliver 2025 annual revenue in a range of $2.55 billion to $2.65 billion and Adjusted EBITDA of $640 million to $670 million. release 2025-02-25 Axon expects full year 2025 Adjusted EBITDA dollars of $650 million to $675 million, representing Adjusted EBITDA margin of approximately 25%. release 2025-05-07 Axon expects full year 2025 Adjusted EBITDA dollars of $665 million to $685 million, representing Adjusted EBITDA margin of approximately 25%. release 2025-08-04
Capital expenditures Fiscal 2025 (ended 2025-12-31)	Given $140.00M to $180.00M release 2025-02-25 Raised $160.00M to $180.00M release 2025-05-07 Raised $170.00M to $185.00M release 2025-08-04 Lowered $170.00M to $180.00M release 2025-11-04	$136.26M 10-K filed 2026-02-25	Below the range
The company's words We expect 2025 CapEx to be in the range of $140 million to $180 million. release 2025-02-25 We expect 2025 CapEx to be in the range of $160 million to $180 million. release 2025-05-07 We expect 2025 CapEx to be in the range of $170 million to $185 million. release 2025-08-04 We expect 2025 CapEx to be in the range of $170 million to $180 million. release 2025-11-04
Revenue Fiscal 2025 (ended 2025-12-31)	Given $2.55B to $2.65B release 2025-02-25 Raised $2.60B to $2.70B release 2025-05-07 Raised $2.65B to $2.73B release 2025-08-04 Raised $2.74B release 2025-11-04	$2.78B 10-K filed 2026-02-25	Above the range
The company's words Company establishes fiscal year 2025 revenue guidance of $2.55 billion to $2.65 billion, representing approximately 25% annual growth at the midpoint Fellow shareholders, release 2025-02-25 For full year 2025, we now expect revenue between $2.60 billion and $2.70 billion, up from our prior range of $2.55 billion to $2.65 billion, and representing approximately 27% growth at the midpoint. release 2025-05-07 We now expect full-year 2025 revenue between $ 2.65 billion and $2.73 billion, representing approximately 29% growth at the midpoint. release 2025-08-04 Expected Q4 revenue implies full-year 2025 revenue of approximately $2.74 billion, representing approximately 31% annual growth. release 2025-11-04
EBITDA (company-defined) Fiscal 2024 (ended 2024-12-31)	Given $410.00M to $430.00M release 2024-02-27 Raised $430.00M release 2024-05-06 Raised $460.00M to $475.00M release 2024-08-06 Raised $510.00M release 2024-11-07	–	No standard number
The company's words In 2024, Axon expects to deliver annual revenue in a range of $1.88 billion to $1.94 billion, and Adjusted EBITDA of $410 million to $430 million, reflecting more than 20% annual growth and continued Adjusted EBITDA margin expansion from the prior year. release 2024-02-27 Axon expects full year 2024 Adjusted EBITDA dollars of $430 million to release 2024-05-06 Axon expects full year 2024 Adjusted EBITDA dollars of $460 million to $475 million, implying Adjusted EBITDA margin of approximately 23.1%. release 2024-08-06 Axon expects full year 2024 Adjusted EBITDA dollars of approximately $510 million, representing Adjusted EBITDA margin of approximately 24.6%. release 2024-11-07
Capital expenditures Fiscal 2024 (ended 2024-12-31)	Given $60.00M to $75.00M release 2024-02-27 Raised $80.00M to $95.00M release 2024-05-06 Kept $80.00M to $95.00M release 2024-11-07	$78.78M 10-K filed 2025-02-28	Below the range
The company's words We expect 2024 CapEx to be in the range of $60 million to $75 million. release 2024-02-27 We expect 2024 CapEx to be in the range of $80 million to $95 million, up from $60 million to $75 million previously. release 2024-05-06 We expect 2024 CapEx to be in the range of $80 million to $95 million, unchanged from prior quarters. release 2024-11-07
Revenue Fiscal 2024 (ended 2024-12-31)	Given $1.88B to $1.94B release 2024-02-27 Raised $1.94B to $1.99B release 2024-05-06 Raised $2.00B to $2.05B release 2024-08-06 Raised $2.07B release 2024-11-07	$2.08B 10-K filed 2025-02-28	Above the range
The company's words Company projects Full Year 2024 revenue of $1.88 billion to $1.94 billion, representing 20% to 24% annual growth release 2024-02-27 Axon expects full year 2024 revenue of $1.94 billion to $1.99 billion, release 2024-05-06 Axon expects full year 2024 revenue of $2.00 billion to $2.05 billion, release 2024-08-06 Our fourth quarter guidance implies full year 2024 revenue of approximately $2.07 billion, representing over 32% annual growth and full year Adjusted EBITDA margin of approximately 24.6%. release 2024-11-07

Targets are read from the sentences of the EX-99 exhibits of 8-K item 2.02 filings (13 releases since 2023-11-07), without AI; in outlook tables only the first column is read. The result compares the reported number with the last range given before the period was reported. Results come from SEC's XBRL company facts, as first reported. A company's target can use its own definition (META's capital expenditures include finance lease payments, for example), so read the quote.

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