---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-011106"
form_type: "8-K"
ticker: "AXON"
cik: "0001069183"
company_name: "AXON ENTERPRISE, INC."
filed_at: "2026-02-24T23:59:59+00:00"
generated_at: "2026-05-16T00:38:09.380980+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Axon Q4 revenue up 39% to $797M; 2026 outlook 27-30% growth, 2028 target $6B

## Summary
- Q4 revenue $797M (+39% YoY); Software & Services $343M (+40%).
- GAAP net income $3M ($0.03 diluted) vs $135M prior year; non-GAAP net income $178M ($2.15).
- Adjusted EBITDA $206M (25.9% margin), up 46% YoY; full-year revenue $2.8B (+33%).
- 2026 outlook: revenue growth 27-30%, Adj. EBITDA margin 25.5%; new 2028 target: $6B revenue, 28% margin.
- Operating loss of $50M in Q4 due to headcount and stock comp; net debt $112M.

## SEC filing metadata
- accession: 0001628280-26-011106
- form_type: 8-K
- ticker: AXON
- cik: 0001069183
- company_name: AXON ENTERPRISE, INC.
- filed_at: 2026-02-24T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1069183/000162828026011106/0001628280-26-011106-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1069183/000162828026011106/axon-20260224.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-011106
- JSON: https://secwatch.observer/filing/0001628280-26-011106.json
- Plain text: https://secwatch.observer/filing/0001628280-26-011106.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.