Axon Enterprise Q2 FY26: where the revenue came from and where it went
The whole income statement of Axon Enterprise for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Apr 1 – Jun 30, 2026
- Reported
- Aug 6, 2026
Revenue$0.90B
+35% year over year
Gross profit$0.55B
60% margin
Operating profit$0.05B
5% margin
Net profit$0.03B
3% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 0.90 | 100% | +35% |
| Connected devices | 0.45 | 50% | |
| TASER | 0.23 | 26% | |
| Platform solutions | 0.11 | 12% | |
| Personal sensors | 0.11 | 12% | |
| Cost of revenue | −0.36 | 40% | |
| Gross profit | 0.55 | 60% margin | +0pp |
| R&D | −0.21 | 23% | −1pp |
| SG&A | −0.29 | 32% | −4pp |
| Operating profit | 0.05 | 5% margin | +5pp |
| Interest & other costs | −0.02 | ||
| Net profit | 0.03 | 3% margin | −2pp |
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