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$315.43 +8.32 (+2.71%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 500 member Nasdaq-100 member Russell 1000 member Rebalance outlook locked
Market Cap
$25.69B
Shares
81.43M
Volume · Nov 13 1.27M Avg daily vol (3M) 1.14M

The company's filings, earnings calls and investor events, most recent first. Search and read these filings from Claude or ChatGPT with the SEC filings MCP server →

Annual report FY2025 Revenue $2.78B up 33.5% 10-K filed Feb 25, 2026 Quarterly report FY2026 Q3 Revenue $908.55M up 27.8% 10-Q filed Nov 6, 2026 Latest results Record Q3 revenue and $1.2 billion Skydio investment 8-K filed Nov 5, 2026 Earnings call Q3 2026 earnings call Held Nov 5, 2026
2026
Nov 6
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Revenue rises 32.2%, net income reaches $255.7 million

Axon Enterprise, Inc. reported nine-month revenue of $2.6 billion, up 32.2%, and net income of $255.7 million for 2026. It also agreed to make incremental minority investments of up to $1.2 billion in Skydio.

Revenue $908.55M ▲ 27.8% Net income $57.01M Diluted EPS $0.68
Read from the MD&A section
3 source passages
Our revenues for the nine months ended September 30, 2026 were $2.6 billion, an increase of $637.5 million, or 32.2%, from the nine months ended September 30, 2025. Net income of $255.7 million included net realized and unrealized gains of $266.4 million related to our strategic investments and a $56.1 million tax provision, partially offset by a net realized and unrealized loss of $8.8 million related to our marketable securities. On November 5, 2026, we entered into agreements to make incremental minority investments of up to $1.2 billion in Skydio. Open the document at this passage
Nov 5
Earnings call
28% revenue growth paired with $1.2 billion Skydio investment

Axon Enterprise, Inc. reported third-quarter revenue of $909 million, up 28% year-over-year, and announced an additional $1.2 billion Skydio investment that raises fully diluted ownership to 37%.

3 source passages
our third quarter 2026 earnings conference call Revenue was $909 million, up 28% year-over-year. today we announced an expanded commercial partnership with Skydio along with an additional $1.2 billion investment that takes our fully diluted ownership to 37% Open the document at this passage
Nov 5
Current report 8-K
Skydio investment lifts stake to approximately 37%

Axon Enterprise, Inc. announced approximately $1.2 billion investment in Skydio, Inc., expected to increase ownership from approximately 15% to approximately 37% fully diluted. Consideration is expected to be approximately 60% cash, or approximately $720 million, with the remainder in common stock.

Entered into a material agreement, Unregistered sale of equity, Regulation FD disclosure Read from the first part of this long document
2 source passages
On November 5, 2026, Axon Enterprise, Inc. (“Axon”) announced an incremental minority investment of approximately $1.2 billion in Skydio, Inc., a Delaware corporation (“Skydio”, and such transaction, the “Skydio Investment”), which is expected to increase Axon’s ownership from approximately 15% as of September 30, 2026, to approximately 37% on a fully diluted basis after giving effect to the Skydio Investment. As further described below, the approximately $1.2 billion of consideration is expected to consist of approximately 60% cash, or approximately $720 million, with the remainder to be paid in shares of Axon’s common stock (“Axon Stock”). Open the document at this passage
Nov 5
Current report 8-K
Record Q3 revenue and $1.2 billion Skydio investment

Axon Enterprise reported Q3 2026 revenue of $909 million, up 28% year over year, and announced a $1.2 billion Skydio investment increasing ownership to 37%. Software & Services revenue grew 43% to $437 million.

Financial results Read from the first part of this long document
3 source passages
Axon reports record Q3 2026 revenue of $909 million, up 28% year over year Today, we announce the largest single investment in Axon’s history: a $1.2 billion investment in Skydio. Skydio is one of America’s leading drone technology companies, and this investment increases our ownership stake to 37%. Software & Services revenue grew 43% year over year to $437 million. Open the document at this passage
Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $904.39M ▲ 35.3% Net income $29.43M ▼ 18.5% Diluted EPS $0.36 ▼ 18.2%
May 7
Quarterly report 10-Q FY2026 Q1, ended Mar 31
Quarterly report for FY2026 Q1 AI summary on its way
Revenue $807.35M ▲ 33.7% Net income $169.31M ▲ 92.4% Diluted EPS $2.05 ▲ 89.8%
Apr 16
Proxy statement DEF 14A Meeting May 28, 2026
Proxy statement AI summary on its way
Feb 25
Annual report 10-K FY2025, ended Dec 31
Annual report for FY2025 AI summary on its way
Revenue $2.78B ▲ 33.5% Net income $124.66M ▼ 66.9% Diluted EPS $1.51 ▼ 68.5%
Feb 13
Current report 8-K Events of Feb 10
Other events AI summary on its way
Feb 4
Current report 8-K/A Events of Dec 18
Other events AI summary on its way
2025
Aug 5
Quarterly report 10-Q FY2025 Q2, ended Jun 30
Quarterly report for FY2025 Q2
Revenue $668.54M ▲ 32.8% Net income $36.12M ▼ 12.9% Diluted EPS $0.44 ▼ 17.0%
May 7
Annual report 10-K/A FY2024, ended Dec 31
Annual report for FY2024
Revenue $2.08B ▲ 33.4% Net income $377.03M ▲ 114.5% Diluted EPS $4.80 ▲ 106.0%
May 7
Quarterly report 10-Q FY2025 Q1, ended Mar 31
Quarterly report for FY2025 Q1
Revenue $603.63M ▲ 31.3% Net income $87.98M ▼ 34.0% Diluted EPS $1.08 ▼ 37.6%
Showing 1–50 of 168 documents
Key facts CIK 1069183 CUSIP 05464C101 13F (30d) 876 filings 818 filers Visit website Investor relations