AXON

AXON ENTERPRISE, INC.

Ticker: AXONIndustrialsFabricated MetalS&P 500
HQ SCOTTSDALE, AZCIK 1069183FY end 12-31Book / share $44.53Shares 83M
Revenue (FY)
$2.78B+33.47%
TTM $3.22B
Op. margin
-2.23%-5.04%
TTM 0.74%
Net income
$124.66M-66.94%
TTM $199.30M
Operating cash
$211.34M-48.24%
TTM $265.81M
Free cash flow
$75.08M-77.22%
TTM $133.19M
Return on equity
3.84%-12.35%
TTM 5.42%
Debt / equity
0.56+0.26%
TTM 0.47
Shares outstanding
82.4M+4.85%
TTM 82.5M

The business

Axon Enterprise, Inc. (NASDAQ: AAXN) is a technology company providing integrated hardware and software solutions to public safety agencies, government entities, commercial enterprises, and consumers worldwide. The company operates through its website at www.axon.com and maintains its primary corporate headquarters in Scottsdale, Arizona, with additional operational hubs across major U.S. cities and international expansion throughout Europe, Asia, and the Americas.

The company operates two reportable segments: Software and Services, and Connected Devices. The Software and Services segment develops cloud-based Software-as-a-Service solutions leveraging artificial intelligence to enable customers to capture, securely store, manage, share and analyze video and digital evidence. This segment includes offerings such as Axon Evidence for digital evidence management, Draft One for AI-enabled report writing, Axon Records for records management, Axon Standards, Axon Fusus for real-time operations, and Axon Assistant. The Connected Devices segment manufactures and sells integrated hardware solutions including conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and related accessories and extended warranties.

Axon's business model combines hardware sales with multi-year recurring software subscriptions, professional services, and extended warranties. The company reported annual recurring revenue of $1.3 billion as of December 31, 2025. As of that date, Axon employed more than 5,100 full-time employees and more than 1,200 temporary employees, representing significant growth during the year.

Founded in 1993 with a mission to protect life, Axon has evolved into a diversified technology company serving complex, high-stakes challenges across public and private sectors. The company holds over 370 U.S. patents, over 170 U.S. registered trademarks, over 350 international patents, and over 480 international registered trademarks. Key brands and trademarks include Axon Evidence, TASER, Dedrone, Draft One, and Axon Air. The company's integrated ecosystem of connected hardware, cloud-hosted software applications, and real-time operational tools creates a unified, data-driven operating system designed to prioritize safety and accountability.

Sector
Industrials
Industry
Fabricated Metal
HQ
SCOTTSDALE, AZ
FY end
12-31
CIK
1069183
SIC
3480
Financial performance · annual
20132025
$-387.93M$595.81M$1.58B$2.56B$3.55B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds AXON ENTERPRISE, INC. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

793
funds hold it
0 of 35
superinvestors hold it
$17.04B
fund-held value
40.4%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.06%$1.36B
VANGUARD 500 INDEX FUND
VOO · VANGUARD INDEX FUNDS
0.07%$1.17B
Invesco QQQ Trust, Series 1
QQQ
0.20%$959.18M
VANGUARD MID-CAP INDEX FUND
VO · VANGUARD INDEX FUNDS
0.42%$930.14M
iShares Core S&P 500 ETF
IVV · iShares Trust
0.07%$621.66M

Bonds held by funds

Funds report holding 2 issues of AXON ENTERPRISE, INC.'s debt, $611.58M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 6.18%, maturing 20302033.

IssueCouponMaturesFundsFund-held
Axon Enterprise, Inc.6.125%2030-03-15207$344.03M
Axon Enterprise Inc6.250%2033-03-15189$267.55M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Go deeper in your own AI

15 years of statements, narrative and filings — queryable over MCP.

Read AXON's last four 10-Qs: what changed in segment trends, margins and management's narrative?
Run in your AI →

Professionals can also use the built-in AI chat (subscription + your own Anthropic key).

15 years of AXON ENTERPRISE, INC.'s financials

Income statement, balance sheet and cash flow across 15 years, every filing with its disclosures, and each number traceable to the filing it came from — free with an account, no card required.

Sign in free