Axon Q3 revenue up 27.8% to $908.6M, swings to $42.1M operating income; net income $57.0M

Filed November 6, 2026 · Period ending September 30, 2026 · Compared to 10-Q Nov 5, 2025 · ~1 min read

Key Changes

• high

  Revenue rose 27.8% to $908.6M, with Software and Services up 43.2% and Platform Solutions up 105.6%.

  MD&A: Revenue verify on EDGAR →
• high

  Operating income swung from a $2.1M loss to a $42.1M profit, but gross margin fell to 56.7% from 60.1%.

  MD&A: Operating income verify on EDGAR →
• high

  Net income was $57.0M, or $0.68 per diluted share, helped by a $229.7M unrealized gain on strategic investments.

  Notes: Strategic investments verify on EDGAR →