AXON ENTERPRISE, INC.

For the period ended Sep 30, 2026. Filed Nov 6, 2026.

About this filing

A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Sep 30, 2026 · Filed Nov 6, 2026

AXON$302.54-0.2%Stored close · as of Nov 10, 2026

Extracted filing text, with the paragraph anchors used by the comparison.

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Contents

Consolidated Statements of Stockholders’ Equity

(in thousands, except share data)

Common Stock · AdditionalPaid-inCapital · Treasury Stock · RetainedEarnings · AccumulatedOtherComprehensiveLoss · TotalStockholders’Equity
Shares · Amount · Shares · Amount
Balance, December 31, 2025	80,211,537	$1		$2,475,035			20,233,434		$(157,242)			$936,670			$(11,806)			$3,242,658
Issuance of common stock under employee plans, net	189,933	—		(12,169)			—		—			—			—			(12,169)
Stock-based compensation	—	—		134,701			—		—			—			—			134,701
Issuance of replacement awards in connection with acquisitions	—	—		1,345			—		—			—			—			1,345
Conversion of convertible debt and shares received from convertible note hedge, net	170,731	—		22,979		41,139		(22,922)			—			—			57
Tax effect of redemption and voluntary conversions of convertible debt	—	—		(2,327)			—		—			—			—			(2,327)
Net income	—	—		—			—		—			169,312			—			169,312
Other comprehensive income, net	—	—		—			—		—			—			536			536
Balance, March 31, 2026	80,572,201	$1		$2,619,564			20,274,573		$(180,164)			$1,105,982			$(11,270)			$3,534,113
Issuance of common stock	237,240	—		100,259			—		—			—			—			100,259
Issuance of common stock under employee plans, net	425,853	—		(128,331)			—		—			—			—			(128,331)
Stock-based compensation	—	—		143,996			—		—			—			—			143,996
Other	627	—		220			—		—			—			—			220
Net income	—	—		—			—		—			29,427			—			29,427
Other comprehensive loss, net	—	—		—			—		—			—			(5,147)			(5,147)
Balance, June 30, 2026	81,235,921	$1		$2,735,708			20,274,573		$(180,164)			$1,135,409			$(16,417)			$3,674,537
Issuance of common stock under employee plans, net	175,818	—		(26,761)			—		—			—			—			(26,761)
Stock-based compensation	—	—		156,365			—		—			—			—			156,365
Purchase of capped calls	—	—		(114,971)			—		—			—			—			(114,971)
Other	—	—		14,527			—		—			—			—			14,527
Net income	—	—		—			—		—			57,006			—			57,006
Other comprehensive income, net	—	—		—			—		—			—			2,225			2,225
Balance, September 30, 2026	81,411,739		$1		$2,764,868			20,274,573		$(180,164)			$1,192,415			$(14,192)			$3,762,928

Common Stock · AdditionalPaid-inCapital · Treasury Stock · RetainedEarnings · AccumulatedOtherComprehensiveLoss · TotalStockholders’Equity
Shares · Amount · Shares · Amount
Balance, December 31, 2024	76,619,331	$1		$1,689,781		20,220,227		$(155,947)			$812,014			$(18,184)			$2,327,665
Issuance of common stock under employee plans, net	190,558	—		(5,035)		—		—			—			—			(5,035)
Stock-based compensation	—	—		140,239		—		—			—			—			140,239
Induced conversion of convertible debt	1,038,259	—		20,819		—		—			—			—			20,819
Tax effect of partial repurchase of convertible debt	—	—		(16,049)		—		—			—			—			(16,049)
Net income	—	—		—		—		—			87,980			—			87,980
Other comprehensive income, net	—	—		—		—		—			—			234			234
Balance, March 31, 2025	77,848,148	$1		$1,829,755		20,220,227		$(155,947)			$899,994			$(17,950)			$2,555,853
Issuance of common stock	250,000		—		183,643		—		—			—			—			183,643
Issuance of common stock under employee plans, net	404,893		—		(187,800)		—		—			—			—			(187,800)
Stock-based compensation	—		—		139,244		—		—			—			—			139,244
Tax effect of partial repurchase of convertible debt	—		—		111		—		—			—			—			111
Net income	—		—		—		—		—			36,117			—			36,117
Other comprehensive income, net	—		—		—		—		—			—			5,232			5,232
Balance, June 30, 2025	78,503,041		$1		$1,964,953		20,220,227			$(155,947)			$936,111			$(12,718)			$2,732,400
Issuance of common stock	213,088		—		178,498		—			—			—			—			178,498
Issuance of common stock under employee plans, net	175,033		—		(27,305)		—			—			—			—			(27,305)
Stock-based compensation	—		—		146,152		—			—			—			—			146,152
Conversion of convertible debt and shares received from convertible note hedge, net	3		—		8		55		(5)			—			—			3
Net loss	—		—		—		—			—			(2,186)			—			(2,186)
Other comprehensive income, net	—		—		—		—			—			—			188			188
Balance, September 30, 2025	78,891,165	$1		$2,262,306		20,220,282		$(155,952)			$933,925			$(12,530)			$3,027,750

ContentsView on SEC.gov

The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.