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Axon Enterprise Inc. (AXON) earnings date & stock reaction

Axon Enterprise Inc. · Industrials

Axon Enterprise Inc. earnings date & time

Next earningsTue, November 3 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Wed, November 4
Reporting pattern
11 of last 11 after close
Typical move
±14.1% · 11-report avg

What the market expects

Consensus EPS

$1.96Coming in above this counts as a beat

Year-ago quarter
$1.17→+67.5%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported August 5, 2026how the stock moved around it
Next-day move
-14.3%
After 5 days
-1.6%
Price around earnings
Around this report
Sector peer SpaceX (8/4): beat, yet stock -13.6%A same-industry peer, SpaceX, reported within the 10 days before this one (1d earlier). How the market took it (next-day move -13.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +15% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Axon Enterprise Inc. (AXON) rose the day after earnings in 8 of its last 11 reports (73%), moving ±14.1% on average. It has fallen despite beating the consensus estimate 2 times.

Up next day
8/11
73%
Fell despite growth
1/11
Good earnings ignored
Price when beating
+10.8%
avg over 10 beats
Price when missing
-9.4%
avg over 1 misses
Avg earnings move
±14.1%
typical swing on earnings
Biggest single move
+28.7%
'24.11 · largest reaction
🔑What actually moves this stock?
What really matters here
How big the order backlog is = years of revenue locked in
In finance terms: Backlog · book-to-bill
Growth · revenue (YoY by quarter, latest right)
+31%
25-05(Mar qtr)
+33%
25-08(Jun qtr)
+31%
25-11(Sep qtr)
+39%
26-02(Dec qtr)
+34%
26-05(Mar qtr)
+35%
26-08(Jun qtr)
Holding steady · Growth is holding around +35%.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

The real bar for this stock

Beating estimates isn't enough. Here's where the real surprise started.

Beat consensus 10 of 11 times. Beating is the default here
Median beat +22.7%. 2 of those beats still fell the next day.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Good results usually push the stock up
Up the next day 8 of 10 beats (80%)
Tends to keep drifting the same way for days
Day-one direction continued · 55% of last 11
vs Industrials sector avg (195 peers)
This
+9.0%
Sector
+0.4%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

This stock mostly moves with the reported earnings number
Moved opposite to results 2 of last 11 times (18%)
2xBeat but fell
Even a beat sells off if guidance disappoints
0xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth1/11

2/10 beats fell next day · watches Backlog · book-to-bill

Next-day reaction
  • Jun 2026 report-14.3%
  • Mar 2026 report+10.6%
  • Dec 2025 report+17.6%
  • Sep 2025 report-9.4%
  • Jun 2025 report+16.4%
  • Mar 2025 report+14.1%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-08-05
Next-day move
-14.3%
After 5 days -1.6%
EPS consensus $1.84 → $1.88 ▲ +2.0% beatRev $669M → $904M +35% YoY
Beat by +2.0% but stock -14.3%
Price around earnings
Around this report
Sector peer SpaceX (8/4): beat, yet stock -13.6%A same-industry peer, SpaceX, reported within the 10 days before this one (1d earlier). How the market took it (next-day move -13.6%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.Ran up +15% into earningsIn the 3 trading days before this report, the stock moved more than usual. A pre-earnings run-up can mean expectations were already priced in, a drop can mean bad news was priced in early. Read the post-earnings reaction with that in mind.

Earnings trend · last 12 quarters

EPS$1.88YoY -11%
'23.11'26.8
Revenue$0.9BYoY +35%
'23.11'26.8

Earnings history and price reaction

Axon Enterprise Inc. across its last 11 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-08-05+2.0%-14.3%-1.6%
3/20262026-05-06+0.8%+10.6%-2.3%
12/20252026-02-24+34.5%+17.6%+30.9%
9/20252025-11-04-24.1%-9.4%-19.0%
6/20252025-08-04+45.0%+16.4%+9.9%
3/20252025-05-07+10.3%+14.1%+21.1%

11 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Axon Enterprise Inc. earnings date?

The next Axon Enterprise Inc. (AXON) earnings report is expected Tue, November 3 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Axon Enterprise Inc.'s next earnings?

Analysts expect EPS of about $1.96 for Axon Enterprise Inc. (AXON). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Axon Enterprise Inc. (AXON) stock usually go up after earnings?

Over the last 11 earnings reports, the stock rose on 8 of them (73%). The average move on earnings day was ±14.1%.

Does Axon Enterprise Inc. react more to the earnings numbers or to guidance?

In 2 of the last 11 reports (18%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Axon Enterprise Inc. stock fall even when earnings are good?

Yes. In 1 of the last 11 reports, Axon Enterprise Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Axon Enterprise Inc. stock keep moving after the earnings day?

Over the last 11 reports, the move continued in the same direction for the following five trading days 55% of the time. This tendency is known as post-earnings announcement drift.