The financials
Axon Enterprise by the numbers
Axon Enterprise (AXON) reported revenue of $904M in Q2 2026 (quarter ended June 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 2026-Q1 was Service at $355M, 44% of the disclosed total, just ahead of TASER Devices Professional at 29%.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $904M | $669M | +35% |
| Gross profit | $546M | $404M | +35% |
| Operating income | $47M | −$1.0M | to a profit |
| Net income | $29M | $36M | −19% |
| Diluted EPS | $0.36 | $0.44 | −18% |
| Product | Revenue | Share |
|---|---|---|
| Service | $355M | 44% |
| TASER Devices Professional | $233M | 29% |
| Platform Solutions | $111M | 14% |
| Personal Sensors | $109M | 13% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $807.3M (+14%)
Platform Solutions grew +95% year on yearTASER Devices Professional +19% year on year
Segment Latestquarter on quarteryear on year
- Service$354.5M$354.5MQoQ +16%year on year +35%+16%+35%
- TASER Devices Professional$232.9M$232.9MQoQ -2.1%year on year +19%-2.1%+19%
- Platform Solutions$111.2M$111.2MQoQ +83%year on year +95%+83%+95%
- Personal Sensors$108.8M$108.8MQoQ +1.9%year on year +23%+1.9%+23%
- Software And Services$0.00$0.00QoQ -year on year ---
Aerospace & Defense
Ranks #31 of 48 by Smart Score