Every 10-Q that Axon Enterprise (AXON) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow AXON and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AXON filings page.
Axon Enterprise reported strong growth for the quarter ended June 30, 2026. Net sales were $904.4 million, up 35.3% year over year, driven by both Connected Devices and Software and Services. Net income was $29.4 million, lower than 2025 mainly because last year included a large tax benefit.
For the first six months, revenue reached $1.71 billion, up 34.6%, and net income rose to $198.7 million. Gross margin was 59.8%, with Connected Devices benefiting from tariff refunds and Software and Services pressured by more professional services and new product scaling. Remaining performance obligations were about $9.8 billion.
Axon ended June 30, 2026 with $597.7 million in cash and cash equivalents, $75.7 million in short‑term investments and $1.75 billion of senior notes outstanding. It continued building a software and AI ecosystem through strategic equity investments and acquisitions of Prepared and Carbyne in emergency communications.
Axon Enterprise (AXON) filed its Q3 2025 10‑Q, reporting net sales of $710,641,000, up from $544,274,000 a year ago. Services contributed $305,242,000, while Connected Devices delivered $405,399,000, led by TASER at $237,950,000. Gross margin was $427,348,000, but higher operating expenses resulted in an operating loss of $2,129,000. Interest expense increased to $28,912,000, and the quarter closed with a net loss of $2,186,000 (basic and diluted $(0.03) per share).
Axon strengthened liquidity, ending with cash and cash equivalents of $1,423,871,000 and short‑term investments of $952,786,000. Financing activity was significant: the company issued $1,750,000,000 in new notes, generated $362,241,000 of net proceeds from an equity offering, and repurchased a portion of its 2027 convertible notes, reducing that principal to $282,528,000. Deferred revenue totaled $1,003,606,000.
The backlog remains sizable, with approximately $8.1 billion in remaining performance obligations, of which the company expects to recognize about “20% - 25%” over the next 12 months. Shares outstanding were 78,910,466 as of October 31, 2025.