AXON Axon Enterprise

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Integrated public safety tech platform — hardware (TASER, cameras, drones) plus AI-enhanced SaaS — generating $1.3B annual recurring revenue as of Dec 31, 2025
• • Segment realignment: split former "TASER" and "Software & Sensors" into "Software & Services" and "Connected Devices" for greater transparency
• • Carbyne acquisition expanded Axon into core NG911 call-handling layer, deepening emergency communications beyond prior over-the-top AI tools
• • Full-time headcount grew ~1,000 to 5,100+, up 24% YoY, driven by sales/R&D hiring and acquisitions
• • Regrettable attrition below 1.0% with 88%+ employee pride score — unusually strong retention metrics for a high-growth tech firm

Management Discussion & Analysis

• • Revenue $2.8B, up $697M (+33.5% YoY); Software & Services fastest-growing at +39.6%, Connected Devices +29.1%
• • Operating margin -2.2% vs +2.8% YoY; gross margin 59.7% vs 59.6%; adjusted gross margin 62.6% vs 63.2%, pressured by tariffs and Platform Solutions mix
• • Best segment: Software & Services gross margin 74.0%; worst: Connected Devices adjusted gross margin 51.2% vs 53.6% prior year
• • Operating cash flow $211.3M vs $408.3M prior year; capex $136.3M; $1.75B Senior Notes issued; ATM equity raise generated $489.4M net proceeds; no buybacks disclosed
• • Post-period acquired Carbyne for $625M cash; global tariffs and rising SBC ($610M in FY25) cited as key cost risks

Risk Factors

• • ATF regulates TASER 10 CED under National Firearms Act 1934 and Gun Control Act 1968; non-compliance risks suspension of entire product line
• • Tariffs on PRC, Mexico, Canada imports directly raise supply costs; TASER 10 CED components face ATF import permit restrictions limiting supplier alternatives
• • Unremediated material weakness in revenue recognition internal controls as of December 31, 2025; prior restatement of 2027 Notes classification between current and long-term liabilities
• • AI Act (EU) imposes heightened compliance requirements on law enforcement AI products; potential recalls if noncompliant with evolving regulations
• • CEO Patrick Smith identified as key-person dependency; no key-person insurance maintained on any officers or employees

What are the latest AXON SEC filings in 2026?

Axon Enterprise (AXON) has filed a 10-K annual report on February 25, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did AXON file its most recent 10-K annual report?

Axon Enterprise (AXON) filed its most recent 10-K annual report on February 25, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view AXON 10-Q quarterly reports?

Axon Enterprise (AXON)'s most recent 10-Q quarterly report was filed on May 7, 2026. SignalX displays every AXON 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has AXON filed recently?

Axon Enterprise (AXON)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find AXON insider trading activity (Form 4)?

SignalX aggregates every AXON Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does AXON file with the SEC?

Axon Enterprise (AXON) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new AXON filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Axon Enterprise (AXON).

What is AXON's SEC CIK number?

Axon Enterprise (AXON)'s SEC CIK (Central Index Key) number is 1069183. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1069183 to look up all AXON filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find AXON return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Axon Enterprise (AXON) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.