Short answer
Axon Enterprise (AXON) filed its Q2 2026 10-Q quarterly report on Aug 6, 2026 for the quarter ended Jun 30, 2026. Quarterly revenue was $904M (up 35.3% year over year) with net income of $29M.
Q2 2026 key financials · XBRL
- Revenue
- $904M
- +35.3% YoY · +12.0% QoQ
- Net income
- $29M
- −18.5% YoY · −82.6% QoQ
- Operating margin
- 5.2%
- Gross margin
- 60.4%
- EPS (diluted)
- $0.36
- −18.2% YoY · −82.4% QoQ
Source: XBRL data from the Axon Enterprise (AXON) Q2 2026 10-Q on SEC EDGAR. USD.
Axon Enterprise Q2 2026 10-Q analysis
AI summary of MD&A and risk factor updates
Management Discussion & Analysis
- Q2 revenue $904.4M, up 35.3% YoY from $668.5M
- Operating margin 5.1% vs negative 0.2% YoY; gross margin 60.4% vs 60.4%
- Platform Solutions best product line, revenue $149.8M, up 122.6%; Personal Sensors weakest, up 2.8% to $95.4M
- Software and Services margin 71.3% vs 75.6%; Connected Devices margin 51.9% vs 48.6%
- $47.4M tariff refunds received; higher professional-services mix and AI investment pressured margins and expenses
Risk Factors
- No significant changes to risk factors from the December 31, 2025 Form 10-K
- Carried-forward risks unchanged; quarter-specific risk details not provided
- No new regulatory, legal, compliance, operational, competitive, market, or financial risks identified
Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K
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