AXON · Q1 FY26 · Mar 31, 2026
Axon Enterprise Q1 FY26: where the revenue came from and where it went
Axon Enterprise Q1 FY26: revenue $0.8B (+34% year over year). Net profit $0.2B. Largest cohort Service $0.4B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Mar 31, 2026
- Reported
- May 7, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$0.8B
+34% year over year
Gross profit$0.5B
59% margin
Operating profit$0B
4% margin
Net profit$0.2B
21% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 0.8 | 100% | +34% |
| Service | 0.4 | 50% | +35% |
| TASER Devices Professional | 0.2 | 25% | +19% |
| Platform Solutions | 0.1 | 12% | +95% |
| Personal Sensors | 0.1 | 12% | +23% |
| Cost of revenue | −0.3 | 38% | |
| Gross profit | 0.5 | 59% margin | −1pp |
| Research & development | −0.2 | 23% | −2pp |
| SG&A | −0.3 | 32% | −5pp |
| Operating profit | 0 | 4% margin | +5pp |
| Net profit | 0.2 | 21% | +6pp |
Older quarters
-
Q4 FY25 12/2025Revenue $0.8B Net margin 0%
-
Q3 FY25 9/2025Revenue $0.7B Net margin 0%
-
Q2 FY25 6/2025Revenue $0.7B Net margin 5%
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