Axon to Release Fourth Quarter 2025 Earnings on February 24, 2026
Rhea-AI Summary
Axon (Nasdaq: AXON) will report fourth quarter 2025 results after market close on February 24, 2026 and will host a live 90-minute Zoom video webinar at 4:30 p.m. ET the same day featuring a presentation and Q&A. An archived replay and live webcasts of upcoming conference events will be available on Axon's investor relations website.
Axon also confirmed participation at the Morgan Stanley TMT Conference on March 3, 2026 and the Bank of America Global Industrials Conference on March 19, 2026.
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Negative
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News Market Reaction
On the day this news was published, AXON declined 2.80%, reflecting a moderate negative market reaction. Our momentum scanner triggered 7 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $1.03B from the company's valuation, bringing the market cap to $35.88B at that time.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
AXON is up 4.72% while key Aerospace & Defense peers show mixed, mostly modest moves: LHX +0.27%, HWM +1.2%, TDG +1.62%, NOC -1.98%, GD -0.08%. No broad, synchronized sector move is indicated.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Nov 04 | Acquisition announcement | Positive | -2.5% | Deal to acquire Carbyne for $625M to form integrated Axon 911 platform. |
| Nov 04 | Earnings results | Positive | -2.5% | Q3 2025 revenue growth of 31% YoY and raised full‑year guidance. |
| Oct 21 | Earnings date notice | Neutral | -0.8% | Scheduled Q3 2025 earnings release and webinar plus conference lineup. |
| Sep 29 | Product launch | Positive | +1.0% | Launch of Axon Body Workforce Mini body camera for retail and healthcare. |
| Sep 23 | Acquisition announcement | Positive | +0.2% | Planned acquisition of AI-powered 911 platform Prepared to enhance ecosystem. |
Recent fundamentally positive news (acquisitions, strong Q3 2025 results) sometimes coincided with short-term negative price reactions, while product launches and some M&A drew modest gains, indicating mixed alignment between news quality and immediate trading.
Over the past several months, Axon announced multiple strategic steps, including acquisitions of AI-powered emergency communications platforms Prepared and Carbyne and the launch of the Axon Body Workforce Mini camera, aimed at strengthening its public safety ecosystem. Q3 2025 results showed strong growth, with revenue and ARR increases and raised full‑year guidance. Earnings-date notices, like the Nov 4, 2025 Q3 release, drew relatively modest price changes. Today’s Q4 2025 earnings-date announcement continues this pattern of scheduled communication and conference participation.
Market Pulse Summary
This announcement sets expectations for Axon’s Q4 2025 earnings release on February 24, 2026 and highlights upcoming investor conference appearances. It follows a period marked by strong Q3 2025 growth, strategic acquisitions, and new product launches. Investors may focus on how Q4 performance and guidance align with prior momentum, as well as any capital structure or strategic updates discussed on the 90-minute webinar and at the March conferences.
AI-generated analysis. Not financial advice.
The live webinar is scheduled for 90 minutes and will include a presentation following the discussion of financial results, followed by Q&A. It will be linked from Axon's investor relations website at https://investor.axon.com. An archived replay will be available after the call ends.
Upcoming Conference Participation
The Company also announced that Axon will participate in the following upcoming conferences. If applicable, events will be webcast live and archived on Axon's investor relations website at https://investor.axon.com.
Morgan Stanley Technology, Media & Telecom Conference, Tuesday, March 3, 2026
Bank of America Global Industrials Conference 2026, Thursday, March 19, 2026
About Axon
Axon (Nasdaq: AXON) is the global leader in public safety technology, relentlessly innovating to protect more lives in more places. Founder-led since 1993, Axon began with a mission to reimagine conflict in law enforcement and has grown into a global company serving everyone who takes on the responsibility of public safety, enterprise security, and national security — from first responders and governments to companies, frontline workers, and communities. Our trusted network connects TASER energy devices, cameras and sensors including body-worn, fixed and in-car cameras, drones and robotics, digital evidence and records management, real-time operations, immersive training, productivity tools, and AI-driven capabilities and insights. Designed to work seamlessly together, these solutions create a connected picture of safety that helps protect people and places with greater speed, clarity, and accountability.
Non-Axon trademarks are the property of their respective owners. Axon, TASER and the Delta Logo are trademarks of Axon Enterprise, Inc., some of which are registered in the US and other countries. For more information, visit www.axon.com/legal. All rights reserved.
Responsible Innovation at Axon
At Axon, innovation is inseparable from responsibility. We believe technology must serve humanity, and every product we build is designed to solve the real challenges our customers face in protecting their communities. That means developing solutions in close collaboration with the people who use them and grounding our work in transparency, fairness, accountability, and privacy. Our independent Ethics & Equity Advisory Council provides ongoing input and feedback that helps shape our approach, ensuring we remain thoughtful and aligned with community needs as technology evolves. Learn more at axon.com/responsibility.
Follow Axon here:
- Axon on X: https://x.com/axon_us
- Axon on Facebook: https://www.facebook.com/Axon.ProtectLife/
- Axon on LinkedIn: https://www.linkedin.com/company/axon-protect-life/
Note to Investors
Please visit http://investor.axon.com, https://www.axon.com/press, https://x.com/axon_us and https://www.facebook.com/Axon.ProtectLife/ where Axon discloses information about the company, its financial information and its business.
CONTACT:
Investor Relations
Axon Enterprise, Inc.
IR@axon.com
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SOURCE Axon