secwatch.observer — SEC 8-K summary
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Issuer:     AXON ENTERPRISE, INC. (AXON)
CIK:        0001069183
Form:       8-K
Filed at:   2026-02-24T23:59:59+00:00
Accession:  0001628280-26-011106
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026011106/0001628280-26-011106-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1069183/000162828026011106/axon-20260224.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-011106

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer