AXON ENTERPRISE, INC.
AXONIndustrials & materials
Latest available resultsSeptember 30, 2026Quarter · 10-Q filed Nov 6, 2026
Next reportFebruary 22, 2027after close · forecast 2.325 $/share
Revenue
$908.55M
▲ +27.8% vs prior year YoY
Net income
$57.01M
▲ +2707.8% vs prior year YoY
EPS
0.68$
▲ +2366.7% vs prior year YoY
Net margin
6.3%
▲ +6.6 pp vs prior year YoY
Revenue▲ +27.8%
Margins (% of revenue)GrossOperatingNet
Net income▲ +2707.8%
EPS▲ +2366.7%
Financial statements
View 10-Q filed November 6, 2026 on SEC ↗| Metric | Dec 2024* | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025* | Mar 2026 | Jun 2026 | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $573.42M | $603.63M | $668.54M | $710.64M | $796.72M | $807.35M | $904.39M | $908.55M | ▲ +27.8% |
| Gross profit | $346.85M | $365.74M | $403.74M | $427.35M | $461.30M | $477.29M | $546.45M | $514.98M | ▲ +20.5% |
| Operating income | −$14.70M | −$8.79M | −$1.04M | −$2.13M | −$50.12M | $29.24M | $46.78M | $42.08M | ▲ +2076.5% |
| Net income | $135.99M | $87.98M | $36.12M | −$2.19M | $2.75M | $169.31M | $29.43M | $57.01M | ▲ +2707.8% |
| R&D | $134.59M | $151.02M | $162.57M | $176.67M | $194.04M | $188.95M | $208.69M | $192.40M | ▲ +8.9% |
| EPS (diluted) | — | 1.08 $ | 0.44 $ | -0.03 $ | — | 2.05 $ | 0.36 $ | 0.68 $ | ▲ +2366.7% |
| Margins (% of revenue) | |||||||||
| Gross | 60.5 % | 60.6 % | 60.4 % | 60.1 % | 57.9 % | 59.1 % | 60.4 % | 56.7 % | ▼ -3.5 pt |
| Operating | -2.6 % | -1.5 % | -0.2 % | -0.3 % | -6.3 % | 3.6 % | 5.2 % | 4.6 % | ▲ +4.9 pt |
| Net | 23.7 % | 14.6 % | 5.4 % | -0.3 % | 0.3 % | 21.0 % | 3.3 % | 6.3 % | ▲ +6.6 pt |
| Balance sheet | |||||||||
| Assets | $4.47B | $6.08B | $6.22B | $6.66B | $7.00B | $7.07B | $7.48B | $8.83B | ▲ +32.7% |
| Liabilities | $2.15B | $3.53B | $3.48B | $3.63B | $3.76B | $3.53B | $3.81B | $5.07B | ▲ +39.7% |
| Equity | $2.33B | $2.56B | $2.73B | $3.03B | $3.24B | $3.53B | $3.67B | $3.76B | ▲ +24.3% |
| Cash | $454.84M | $1.09B | $615.50M | $1.42B | $1.20B | $458.92M | $597.70M | $1.46B | ▲ +2.5% |
| Capital | |||||||||
| Shares outstanding | 76.62M | 77.85M | 78.50M | 78.91M | 80.40M | 80.60M | 81.24M | 81.43M | ▲ +3.2% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.