Axon - FY2026 Q3 Earnings $AXON $336.01 [-12.3% AH] ❌ Revenue: $908.6M (Est: $931.1M) [+28% YoY] ❌ EPS: $1.72 (Est: $1.90) [+39% YoY], non-GAAP, GAAP EPS $0.68 Additional Metrics: Adjusted Gross Margin: 59.2%, GAAP 56.7% Operating Income: $42.1M, year-ago loss $2.1M Operating Margin: 4.6% Net Income: $57M, year-ago loss $2M Non-GAAP Net Income: $144M [+40% YoY] Adjusted EBITDA: $236M [+33% YoY] Adjusted EBITDA Margin: 25.9% Operating Cash Flow: $20M [-67% YoY] Free Cash Flow: -$19M, year-ago $33M Annual Recurring Revenue: $1.75B [+40% YoY] Net Revenue Retention: 126% Future Contracted Bookings: $15.8B [+39% YoY] Cash and Short-Term Investments: $1.7B Net Debt: $1.2B Segment Revenue: Software & Services: $437.0M [+43% YoY] Connected Devices: $471.5M [+16% YoY] Q4 2026 Guidance: ❌ Revenue: $0.99-1.01B (Est: $1.04B) ❌ Adjusted EBITDA: $245-250M (Est: $264.8M) FY2026 Guidance: Revenue: $3.61-3.63B [+30% YoY], prior growth outlook +32-34% Adjusted EBITDA Margin: about 25.6% (Prior: 25.5%) CapEx: $130-150M (Prior: $160-190M)