AXON · 8-K · 20260805PR053363
Guidance and Outlook
AXON ENTERPRISE, INC. · 2026-08-05 · Importance 80 · Surprise 68 · No source text
Axon raised its full-year 2026 revenue-growth outlook to 32%–34% from 30%–32% previously. The increased revenue guidance is supported by execution against $15.1 billion of future contracted bookings and a pipeline supporting more than 30% year-over-year growth in five-year normalized bookings. The company maintained its full-year 2026 Adjusted EBITDA margin outlook at approximately 25.5%. Full-year 2026 stock-based compensation guidance remained approximately $590 million to $620 million, and CapEx guidance remained $160 million to $190 million.
Key facts
- Axon raised full-year 2026 revenue growth outlook to 32% to 34%, up from prior 30% to 32% source
- Axon expects full-year 2026 Adjusted EBITDA margin of 25.5% source
- Axon expects to fulfill between 20% and 25% of Future Contracted Bookings over the next 12 months source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | probable | +187.8% | Axon expects to fulfill between 20% and 25% of Future Contracted Bookings over the next 12 months |
| revenue | positive | probable | — | Axon raised full-year 2026 revenue growth outlook to 32% to 34%, up from prior 30% to 32% |
| margin | unclear | probable | — | Axon expects full-year 2026 Adjusted EBITDA margin of 25.5% |