AXONAxon Enterprise
Price
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A mixed picture: the questions disagree
Quality mixed, nothing alarming, demanding price, growth steady, the market undecided.
Axon Enterprise, Inc. (“Axon,” the “Company,” “we” or “us”) is a technology company that provides integrated hardware and software solutions. Founder-led since 1993, Axon began with a mission to protect life and has grown into a global technology company serving a range of customers. Our products and services allow customers across the public and private sector to capture and use critical data to support fully-connected operational workflows.
In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Axon Enterprise (AXON) reported revenue of $904M in Q2 2026 (quarter ended Jun 30, 2026), up 35% from the same quarter a year earlier. That came with a gross margin of 60% and net income of $29M (3.3% of revenue). For the full year FY2025, revenue was $2.78B (+33% year on year) and net income $125M. Its largest product in Q2 2026 was Service at $398M, 44% of the disclosed total, ahead of TASER Devices Professional at 29%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Sep 21, 2026Indenture and Notes On September 18, 2026, Axon Enterprise, Inc. (the “Company”) issued and sold $1,150.0 million aggregate principal amount of its 0% Convertible Senior Notes due 2031 (the “Notes”), which amount includes $150.0 million aggregate principal amount of Notes sold pursuant to the Underwriters’ (as defined …Material agreement entered · Form 8-K
- Sep 15, 2026Credit Agreement Amendment On September 15, 2026, the Company entered into a second amendment (the “Second Amendment”) to its credit agreement, by and among the Company, as borrower, the lenders party thereto and JPMorgan Chase Bank, N.A., as administrative agent (the “Administrative Agent”), which amends the Credit …Material agreement entered · Form 8-K
- Aug 5, 2026Axon reports Q2 2026 revenue of $904 million, up 35% year over year.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q2 2026 · $904.4MThe company’s own SEC segment disclosure.
- Service$397.8M44%
- TASER Devices Professional$261.3M29%
- Platform Solutions$149.8M17%
- Personal Sensors$95.4M11%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Aerospace & Defense
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