Axon Enterprise, Inc.
AXON
Jodie read · what matters now
Revenue increased 33.7% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to AXON, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing presents a mixed picture
10-Q filed 2026-05-07 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 33.7% versus the comparable filing period.
- Operating margin improved 5.1 percentage points.
- Net income increased 92.4% versus the comparable filing period.
What weakened
- Gross margin fell 1.5 percentage points.
- Operating cash flow covered only -0.19x net income.
Filing receipts
“The change in operating assets and liabilities includes $48.9 million of receivables and contract assets primarily driven by invoice cash collection and increased sales, $215.8 million of inventory and accounts payable primarily driven by commission and bonus payments and advanced raw material purchases for TASER 10 CEDs, counter-drone equipment, and AB4 to support future sales and $40.3 million of deferred revenue.”
“The decrease in gross margin and adjusted gross margin was primarily driven by global tariffs, a higher mix of Platform Solutions revenue, and higher professional services costs.”
“The decrease in gross margin and adjusted gross margin was primarily driven by global tariffs and a higher mix of Platform Solutions revenue.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind AXON
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 9 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
AXON is currently a Participant in the organic co-movement group Internet Retail & Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.