Short answer
Axon Enterprise (AXON) filed its Q1 2026 10-Q quarterly report on May 7, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $807M (up 33.7% year over year) with net income of $169M.
Q1 2026 key financials · XBRL
- Revenue
- $807M
- +33.7% YoY
- Net income
- $169M
- +92.4% YoY
- Operating margin
- 3.6%
- Gross margin
- 59.1%
- EPS (diluted)
- $2.05
- +89.8% YoY
Source: XBRL data from the Axon Enterprise (AXON) Q1 2026 10-Q on SEC EDGAR. USD.
Axon Enterprise Q1 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Revenue $807.3M, up $203.7M or 33.7% YoY
- Operating margin 3.6% vs (1.4)% YoY; gross margin 59.1% vs 60.6%
- Platform Solutions best growth, up 95.1% to $111.2M; TASER lowest growth, up 19.1% to $232.9M
- Cash and equivalents $458.9M, down $742.2M; available-for-sale investments $260.0M, down $245.4M
- Margin headwinds from global tariffs, Platform Solutions mix, and higher professional services costs
Risk Factors
- No material risk-factor changes through March 31, 2026
- Carried-forward regulatory risk: reliance on Section 3(a)(9) exemption for 211,870 shares issued upon conversions
- Carried-forward financial risk: $80.3 million cash settlement for 2027 Notes conversions
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
Other Axon Enterprise quarterly reports
Ask about this quarter
Compare quarters, check guidance or see what insiders and funds did around the report.