Axon Enterprise (AXON) Q3 2025 10-Q Quarterly Report

Filed: Nov 5, 2025Period ending Sep 30, 2025

Industrials

Ordnance & Accessories, (No Vehicles/Guided Missiles)SEC EDGAR

Axon Enterprise (AXON) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Nov 5, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

Axon Enterprise Q3 2025 10-Q Analysis

Management Discussion & Analysis

• Revenue $710.6M for Q3 2025, up 30.6% YoY from $544.3M Q3 2024; 9-month revenue $2.0B, up 31.5% YoY from $1.5B
• Operating loss Q3 2025 $(2.1)M vs income $24.1M Q3 2024; operating margin -0.3% vs 4.5% YoY; 9-month operating loss $(12.0)M vs income $74.3M

+3 more insights

Risk Factors

• New AI regulatory risk triggered by EU AI Act compliance requirements impacting law enforcement products and company development costs
• Material update on internal controls: remediation of convertible debt-related material weakness completed as of June 30, 2025

+3 more insights

Axon Enterprise Q3 2025 Quarterly Financials
XBRL

Revenue

$711M

▲ +31.0% YoY▲ +6.3% QoQ

Net Income

-$2M

▼ -103.2% YoY▼ -106.1% QoQ

Gross Margin

60.1%

▼ -101bp YoY▼ -26bp QoQ

Operating Margin

-0.3%

▼ -493bp YoY▼ -14bp QoQ

Net Margin

-0.3%

▼ -1281bp YoY▼ -571bp QoQ

ROE

-0.1%

Total Assets

$6.7B

EPS (Diluted)

$-0.04

▼ -104.6% YoY▼ -109.1% QoQ

Operating Cash Flow

$60M

▼ -34.3% YoY▲ +165.4% QoQ

Source: XBRL data from Axon Enterprise Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

Get deeper insights on Axon Enterprise

Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.