HighGravityDataCurrent guidance
29 items
Axon Enterprise
Guidance from Axon Enterprise’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Aug 5, 2026
Data checked
Aug 5, 2026
What changed in the Aug 5, 2026 release
Each item compared with the same item in the previous release (May 6, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Revenue growth | for FY2026 | — | “32% to 34%” | Filing ↗ |
| New | Adjusted EBITDA margin | for FY2026 | — | “25.5%” | Filing ↗ |
| New | CapEx | for FY2026 | — | “$160 million to $190 million” | Filing ↗ |
| New | Five-year normalized bookings growth | for FY2026 | — | “greater than 30%” | Filing ↗ |
| New | Stock-based compensation expense | for FY2026 | — | “approximately $590 million to $620 million” | Filing ↗ |
| New | Stock-based compensation expense related to the broad-based Employee XSP and the CEO Performance Award | for FY2026 | — | “approximately $280 million” | Filing ↗ |
| New | Future Contracted Bookings expected to be fulfilled over the next 12 months | No period stated | — | “between 20% and 25%” | Filing ↗ |
Show 10 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Annual revenue | for FY2028 | “$6 billion” | — | Filing ↗ |
| Not restated | Annual dilution from stock-based compensation | for FY2028 | “less than 2.5%” | — | Filing ↗ |
| Not restated | Axon Body Workforce Mini general availability | for FY2026 | “by mid-year” | — | Filing ↗ |
| Not restated | Capital expenditures | for FY2026 | “$185 million to $215 million” | — | Filing ↗ |
| Not restated | Free cash flow | for FY2026 | “approximately $450 million” | — | Filing ↗ |
| Not restated | Free cash flow | for FY2026 | “approximately $450 million” | — | Filing ↗ |
| Not restated | Operating cash flow | for FY2026 | “over $600 million” | — | Filing ↗ |
| Not restated | Operating cash flow | for FY2026 | “over $600 million” | — | Filing ↗ |
| Not restated | Remainder of future contracted bookings expected to be recognized | for the long term | “over the following ten years” | — | Filing ↗ |
| Not restated | Remaining future contracted bookings expected to be fulfilled | for the long term | “the remainder to be fulfilled over the following ten years” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Revenue growth | “32% to 34%” | for FY2026 | GAAP-tied | Aug 5, 2026 | 1 | Filing ↗ |
| Revenue growth | “a range of 30% to 32%” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Revenue growth | “27% to 30% year over year” | for FY2026 | GAAP-tied | Feb 24, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA margin | “25.5%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA margin | “25.5%” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA margin | “25.5%” | for FY2026 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
| Axon Body Workforce Mini early deployments (U.S. and Canada) | “first half of 2026” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Axon Body Workforce Mini general availability | “by mid-year” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| CapEx | “$160 million to $190 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| CapEx | “$160 million to $190 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Capital expenditures | “$185 million to $215 million” | for FY2026 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
| Five-year normalized bookings growth | “greater than 30%” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Free cash flow | “approximately $450 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Free cash flow | “approximately $450 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Operating cash flow | “over $600 million” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Operating cash flow | “over $600 million” | for FY2026 | GAAP-tied | May 6, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense | “approximately $590 million to $620 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense | “approximately $590 million to $620 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense | “$590 million to $620 million” | for FY2026 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense related to broad-based Employee XSP and CEO Performance Award | “approximately $230 million” | for FY2026 | Company-defined | May 6, 2026 | 1 | Filing ↗ |
| Stock-based compensation expense related to the broad-based Employee XSP and the CEO Performance Award | “approximately $280 million” | for FY2026 | Company-defined | Aug 5, 2026 | 1 | Filing ↗ |
Next year and medium term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Moonshot goal to cut gun-related deaths between police and the public | “50%” | for FY2033 | Company-defined | Nov 7, 2024 | 2 | Filing ↗ |
| Annual revenue | “$6 billion” | for FY2028 | GAAP-tied | Feb 24, 2026 | 1 | Filing ↗ |
| Adjusted EBITDA margins | “approximately 28%” | for FY2028 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
| Adjusted Free Cash Flow conversion | “60% of Adjusted EBITDA” | for FY2028 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
| Annual dilution from stock-based compensation | “less than 2.5%” | for FY2028 | Company-defined | Feb 24, 2026 | 1 | Filing ↗ |
Long term
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Software-only gross margin target | “80%” | for the long term | GAAP-tied | Nov 7, 2024 | 2 | Filing ↗ |
| Remainder of future contracted bookings expected to be recognized | “over the following ten years” | for the long term | Company-defined | Feb 25, 2025 | 1 | Filing ↗ |
| Remaining future contracted bookings expected to be fulfilled | “the remainder to be fulfilled over the following ten years” | for the long term | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
How one item moved
Revenue, for FY2025 — every statement across the year, each linked to its filing.
How your Aerospace & defense sector group guides
12 companies in Aerospace & defense. What they guide on, and who reported this season.
Most-guided metric families
This season’s releases
| Northrop Grumman | Oct 20, 2026 | 2 changes |
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| Axon Enterprise | Aug 5, 2026 | 7 changes |
| Curtiss-Wright | Aug 5, 2026 | 38 changes |
| Leidos | Aug 4, 2026 | 3 changes |
| TransDigm Group | Aug 4, 2026 | 15 changes |
Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2033 | FY2028 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|---|
| Annual revenue | — | 1 statement | 3 statements | 5 statements | 2 statements | — | — |
| Portion of total company future contracted revenue expected to be recognized over next 12 months | — | — | — | — | — | — | 1 statement |
| Revenue growth at midpoint | — | — | — | 2 statements | — | — | — |
| Adjusted EBITDA | — | — | — | 3 statements | 2 statements | — | — |
| Adjusted EBITDA dollars | — | — | — | 3 statements | 1 statement | — | — |
The full record for Axon Enterprise and its Aerospace & defense peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 5, 2026 | FY2026 Q2 | 0001628280-26-053363 | 7 | Open filing ↗ |
| May 6, 2026 | FY2026 Q1 | 0001628280-26-031285 | 10 | Open filing ↗ |
| Feb 24, 2026 | FY2025 Q4 | 0001628280-26-011106 | 9 | Open filing ↗ |
| Nov 4, 2025 | FY2025 Q3 | 0001628280-25-048845 | 13 | Open filing ↗ |
| Aug 4, 2025 | FY2025 Q2 | 0001069183-25-000176 | 8 | Open filing ↗ |
| May 1, 2025 | FY2025 Q1 | 0001069183-25-000074 | 8 | Open filing ↗ |
| Feb 25, 2025 | FY2024 Q4 | 0001069183-25-000015 | 11 | Open filing ↗ |
| Nov 7, 2024 | FY2024 Q3 | 0001069183-24-000055 | 16 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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