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Key Results
Actual vs Consensus
EPS: $1.72 vs $1.89 estimate, missed-9.0%.Revenue: $909M vs $934M estimate, missed-2.8%.Profitability and Cash Flow
Period: 2026 Q3 period ended 2026-09-30Revenue: $909M; YoY: +27.8%; QoQ: +0.5%Gross profit: $515M; Gross margin: 56.7%Operating income: $42M; Operating margin: 4.6%; YoY: +2076.5%; QoQ: -10.0%Net income: $57M; GAAP diluted EPS: $0.68; YoY: +2707.8%; QoQ: +93.7%Operating cash flow: $20M; Capex: $39M; Free cash flow: -$19MCash: $1.5B; Total debt: $3.0B; Net debt: $1.5BOfficial release: Axon reports record Q3 2026 revenue of $909 million, up 28% year over year
核心结果
实际值与市场预期
EPS:$1.72 vs $1.89 预期,低于预期-9.0%。营收:$909M vs $934M 预期,低于预期-2.8%。财务指标
期间:2026 Q3(截至 2026-09-30)营收:$909M;同比:+27.8%;环比:+0.5%毛利润:$515M;毛利率:56.7%经营利润:$42M;经营利润率:4.6%;同比:+2076.5%;环比:-10.0%净利润:$57M;GAAP 稀释 EPS:$0.68;同比:+2707.8%;环比:+93.7%经营现金流:$20M;资本开支:$39M;自由现金流:-$19M现金:$1.5B;总债务:$3.0B;净债务:$1.5B