Axon revenue jumps 35.3% to $904.4M, operating income swings, but net income falls 18.5% on tax shift

Filed August 6, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 5, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 35.3% to $904.4M, with operating income swinging from a $1.0M loss to a $46.8M profit, driven by volume growth and a $47.4M tariff refund.

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• high

  Net income fell despite the operating swing, as a $75.0M prior-year tax benefit reversed to a $3.3M tax provision; below-the-line swing was -$54.5M (non-operating/other +$23.8M, income tax -$78.3M).

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• high

  Axon deployed $551.6M.

  Notes verify on EDGAR →