Axon Enterprise, Inc. (AXON) — financial distillation
Annual history (10-K)
Quarterly history (10-Q)
Two headline lines are shown to start. Click any item in a legend to add or remove it — every figure on the chart is one the table below also carries, for the period it names.
In brief, from the full filed history
- Revenue grew from $86.9M (period ending 2010-12-31) to $2.78B (period ending 2025-12-31) — a 26.0% annual pace across 15 year(s) of filed history.
- Net margin turned from a loss (-5.0%) to a 4.5% margin over that same span.
- Across 47 tracked quarters, the strongest was $904.4M (quarter ending 2026-06-30) and the weakest was $21.2M (quarter ending 2011-06-30).
Annual — most recent 10-K
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $2.78B | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Gross profit | $1.66B | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Operating income | $-62.1M | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Net income | $124.7M | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Diluted EPS | $1.51 | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Total assets | $7.00B | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Total liabilities | $3.76B | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Cash & equivalents | $1.20B | 2025-12-31 | 10-K | 0001628280-26-011360 |
| Operating cash flow | $211.3M | 2025-12-31 | 10-K | 0001628280-26-011360 |
Quarterly — most recent 10-Q
| Line | Value | Period ends | Form | Filing |
|---|---|---|---|---|
| Revenue | $904.4M | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Gross profit | $546.4M | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Operating income | $46.8M | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Net income | $29.4M | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Diluted EPS | $0.36 | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Total assets | $7.48B | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Total liabilities | $3.81B | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Cash & equivalents | $597.7M | 2026-06-30 | 10-Q | 0001628280-26-053646 |
| Operating cash flow | $-31.5M | 2026-03-31 | 10-Q | 0001628280-26-031542 |
Reading
The figures above are taken directly from filings with the U.S. Securities and Exchange Commission. The reading below was generated by a local language model from only those figures; it introduces no numbers of its own. It is not investment advice.
Axon Enterprise, Inc. (AXON) operates in a high-growth sector, as evidenced by its revenue scaling from $86.9 million in 2010 to $2.78 billion in 2025, reflecting an impressive 26.0% annual growth rate over the past 15 years. This rapid expansion underscores the company’s success in capturing market share within its industry. The gross profit margin has consistently remained robust, supporting the company’s ability to maintain healthy profitability despite increasing revenue.
The shift from net losses to net income is notable, with the company transitioning from a -5.0% net margin in 2010 to a 4.5% margin by 2025. This improvement in profitability indicates enhanced operational efficiency and cost management over time. However, occasional negative quarterly performances, such as the weakest quarter of $21.2 million in 2011, highlight the volatility inherent in Axon’s business model, possibly due to factors like large project cycles or regulatory influences.
In examining future filings, investors should focus on Axon’s ability to sustain its growth trajectory amidst potential market saturation and increased competition. Additionally, monitoring the company’s operating cash flow, which dipped into negative territory in the most recent quarter, will be crucial to assess its financial health and capacity for future investments or expansion initiatives.
Source: SEC EDGAR company facts for CIK 0001069183 · filings index