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Form 8-K · Current Report · Filed 2026-02-24

Axon Enterprise Announces Q4 2025 Results and 2026 Outlook

Axon Enterprise, Inc. reported Q4 2025 revenue of $797 million, up 39% year over year, driven by strong performance in both its Connected Devices and Software & Services segments. The company's non-GAAP net income for the quarter was $178 million, and its Adjusted EBITDA was $206 million. Axon also provided forward-looking guidance for 2026, projecting revenue growth of 27% to 30% and an Adjusted EBITDA margin of 25.5%. Additionally, the company introduced new product innovations, including Axon Assistant and Axon Vehicle Intelligence, and set new 2028 targets for revenue and Adjusted EBITDA margin.

Filer
Axon Enterprise, Inc. AXON · NASDAQ
Filed
Accession
0001628280-26-011106
CIK
0001069183
Signal
High impactIndustrials

Items reported

Item events

Reported Item

General Statement Non-Reliance on Previously Issued Financial Statements New Major Contract Product Launch

Market reaction

Close before filing

$423.44

Next session

+22.8%

Since filing

+24.6%

Latest close

$527.76

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from AXON reporting the same item, with the next session's move:

About Axon Enterprise, Inc.

Axon Enterprise, Inc. is a technology company that develops and manufactures products and services for law enforcement, military, and civilian markets. Known for its innovations in public safety technology, Axon is best recognized for its development of non-lethal conducted energy weapons, including its flagship TASER brand, used by law enforcement agencies globally. Beyond hardware, the company has significantly expanded into software solutions by providing digital evidence management systems, body-worn cameras, and cloud-based platforms for managing data and video footage. These technological advancements enable more efficient data handling and facilitate improved transparency and accountability within law enforcement operations. Axon's products and services are pivotal in enhancing officer and civilian safety, strengthening its role as a key player in the public safety sector. By continuously evolving its technology offerings, Axon Enterprise, Inc. remains influential in shaping the future landscape of law enforcement and public safety technology.

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