Axon Enterprise (AXON) FY2024 10-K Annual Report

Filed: Feb 28, 2025
Industrials
Ordnance & Accessories, (No Vehicles/Guided Missiles)SEC EDGAR

Axon Enterprise (AXON) 10-K annual report for fiscal year 2024, filed with SEC EDGAR on Feb 28, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Axon Enterprise FY2024 10-K Analysis

Business Overview

  • Core business model: integrated public safety operating system combining hardware devices and cloud software for law enforcement and related sectors
  • Enhanced emphasis on cloud-hosted digital evidence management and real-time operations software within the Software and Sensors segment
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Management Discussion & Analysis

  • Revenue $2.1B, up $521.8M or 33.4% YoY
  • Gross margin 59.6% vs 61.2%, adjusted gross margin 63.2% vs 61.8% YoY
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Risk Factors

  • Regulatory risk from ATF oversight under National Firearms Act, Gun Control Act, and Firearms Owners’ Protection Act impacting TASER 10 CED production and sales
  • Geopolitical exposure to import/export controls, tariffs, and sanctions affecting international operations and product/component sourcing
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Axon Enterprise FY2024 Key Financial Metrics
XBRL

Revenue

$2.1B

+33.2% YoY

Net Income

$377M

+116.4% YoY

Gross Margin

59.6%

-150bp YoY

Operating Margin

2.8%

-709bp YoY

Net Margin

18.1%

+696bp YoY

ROE

16.2%

+539bp YoY

Total Assets

$4.5B

+30.2% YoY

EPS (Diluted)

$4.80

+107.8% YoY

Operating Cash Flow

$408M

+115.7% YoY

Source: XBRL data from Axon Enterprise FY2024 10-K filing on SEC EDGAR. All figures in USD.

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