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Axon Enterprise, Inc. insider trading plan: An affiliate of Patrick W. Smith has filed to sell 10,000 shares of Axon common stock through UBS Financial Services on or about August 7, 2026, on Nasdaq, with an aggregate market value of $5,263,200.00. The filing also lists prior sales by Smith over the past three months totaling 40,000 shares for combined proceeds exceeding $21.4 million.
Isner Joshua reported acquisition or exercise transactions in this Form 4 filing.
Axon Enterprise, Inc. reported that its president, Joshua Isner, received a grant of 78,200 service-based restricted stock units of common stock on 2026-08-05 under the Amended and Restated 2022 Stock Incentive Plan. The units vest in 12 equal quarterly installments from November 13, 2026 through August 13, 2029, leaving him with 247,324.629 shares directly owned after the grant.
Bagley Brittany reported acquisition or exercise transactions in this Form 4 filing.
Axon Enterprise, Inc. granted 22,749 shares of common stock in the form of service-based restricted stock units to COO & CFO Brittany Bagley under its Amended and Restated 2022 Stock Incentive Plan. The award covers the twelve-quarter period from the third quarter of 2026 through the third quarter of 2029 and vests in twelve substantially equal quarterly installments from November 13, 2026 to August 13, 2029. Following this grant, Bagley directly holds 99,833.479 shares of Axon common stock.
Kunins Jeffrey C reported acquisition or exercise transactions in this Form 4 filing.
Axon Enterprise, Inc. granted CPO & CTO Jeffrey C. Kunins 29,531 restricted stock units under the Amended and Restated 2022 Stock Incentive Plan. The service-based award is part of a three-year executive program and vests in 12 equal quarterly installments from November 13, 2026 through August 13, 2029. After this grant, Kunins is reported as directly holding 89,227.817 shares and indirectly holding 86,268 shares through an LLC.
Brooks Cameron reported acquisition or exercise transactions in this Form 4 filing.
Axon Enterprise chief revenue officer Cameron Brooks received a grant of 2,461 restricted stock units of common stock, increasing his direct holdings to 52,170.933 shares. The award is part of a three-year executive compensation program targeting $3.3 million in RSU value and vests in seven quarterly installments from February 13, 2028 through August 13, 2029.
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 reported Q2 2026 revenue of $904 million, up 35% year over year, its 10th consecutive quarter above 30% growth. Software & Services revenue rose 36% to $398 million and Connected Devices grew 35% to $507 million. Adjusted EBITDA was $242 million, a 26.8% margin, while GAAP net income was $29 million.
Annual recurring revenue grew 39% to $1.6 billion and net revenue retention reached 126%, with future contracted bookings up 41% to $15.1 billion. Operating cash flow improved to $20 million, though GAAP net income and non-GAAP net income declined versus a prior-year tax-benefit period. Cash and investments totaled $685 million against $1.8 billion of senior notes.
For 2026, Axon raised its full‑year revenue growth outlook to 32%–34% and reiterated an Adjusted EBITDA margin target of about 25.5%. Management also projects 2026 stock‑based compensation of $590 million–$620 million and capital expenditures of $160 million–$190 million.
A shareholder of Axon (AXON) filed to potentially sell 1,000 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services on or after August 4, 2026 on NASDAQ. The securities include shares from restricted stock vesting of 343 shares on May 13, 2024 and 657 shares on May 10, 2025, both granted for services rendered under a registered plan.
Kant Eiso Hendricus Roland Leon reported acquisition or exercise transactions in this Form 4 filing.
AXON ENTERPRISE, INC. director Eiso Hendricus Roland Leon Kant reported a grant of 600 shares of Common Stock in the form of time-vested restricted stock units under the Axon Enterprise, Inc. Amended and Restated 2022 Stock Incentive Plan. These units are scheduled to vest in three equal installments beginning on July 8, 2027. Following this award, the reporting person holds 3,165 shares of Common Stock directly.
AXON ENTERPRISE, INC. director Kant Eiso Hendricus Roland Leon reported his initial holdings on a Form 3. He directly owns 2,565 shares of Common Stock. According to the footnote, these shares were acquired in open market transactions before his appointment as a director and before he became subject to Section 16 reporting.