Company Dossier · Industrials
Axon Enterprise
- S&P 500
- Nasdaq-100
- Russell 1000
What Axon Enterprise is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.22 billion, up 35% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.13 billion, down 28% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.13 billion, up 30% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.75 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 1 outlook figure raised, 0 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 25, 2026): 2 risk factors added, 6 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $33.2 million on the open market.SEC Form 4
- 1,134 institutional managers reported a position at June 30, 2026 (+78 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 76 (55 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Axon Enterprise is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending65th pct
- Debt raised10th pct
- Buybacks vs capex—
- Hiring filings95th pct
- Deals and private raises48th pct
- Patent publications88th pct
Confident ↔ Hedging
Mixed
- Call sentiment73rd pct
- Call confidence72nd pct
- Guidance changes27th pct
- Risk factors added59th pct
- Insider open-market trades38th pct
- + Call sentiment
- − Guidance changes
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver74th pct
- Stress filings33rd pct
Credit
How these are built →Axon Enterprise's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$1.7B
- Due within a year $0.0B
- Longer term $1.7B
- Default point $0.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Axon Enterprise, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralETFs Are Net Sellers of Axon Enterprise (AXON) on Sept. 30
gurufocus.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (FEDERAL STREET STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (AKIN GUMP STRAUSS HAUER & FELD)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (NELSON MULLINS RILEY & SCARBOROUGH)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (TSG ADVOCATES DC, LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (KLEIN/JOHNSON GROUP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (EIS SOLUTIONS)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (HOWE STREET GROUP LLC)third_quarter 2026 · $0.0 million
- Oct 20, 2026LobbyingLobbying report (CAPITOL 6 ADVISORS)third_quarter 2026 · $0.1 million
- Sep 29, 2026Patent
- Sep 21, 20268-KMaterial agreement signedItem 1.01
- Sep 15, 20268-KMaterial agreement signedItem 1.01
- Sep 15, 2026Patent
- Sep 15, 2026Patent
- Sep 1, 2026Patent
- Aug 25, 2026Patent
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Aug 11, 2026Trademark
- Aug 4, 2026Trademark
- Jul 20, 2026Federal awardFederal award from Department of Homeland Security$17.8 million
- Jul 17, 2026Federal awardFederal award from Department of Homeland Security$13.1 million
- Jul 10, 20268-KDirector or officer changeItem 5.02
- Jun 1, 20268-KShareholder vote resultsItem 5.07
- Apr 10, 20268-KDirector or officer changeItem 5.02
- Mar 11, 20268-KDirector or officer changeItem 5.02
- Feb 25, 202610-KAnnual report (10-K)2 risk factors added, 6 removed
- Sep 2, 20258-KDirector or officer changeItem 5.02
- Jun 2, 20258-KShareholder vote resultsItem 5.07
- May 7, 20258-K
- Mar 11, 20258-KMaterial agreement signedItem 1.01
- Feb 28, 202510-KAnnual report (10-K)4 risk factors added, 2 removed
- Feb 27, 202410-KAnnual report (10-K)7 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Curtiss-Wright CW | $3.6B | $0.6B | Jun 30, 2026 |
| Leonardo DRS DRS | $3.8B | $0.4B | Jun 30, 2026 |
| ATI Inc. ATI | $4.7B | $0.5B | Jun 28, 2026 |
| HEICO (Common) HEI | $5.2B | $1.0B | Jul 31, 2026 |
| AeroVironment AVAV | $2.0B | −$0.0B | Aug 1, 2026 |
| Hexcel HXL | $2.0B | $0.3B | Jun 30, 2026 |
| Parsons Corporation PSN | $6.3B | $0.4B | Mar 31, 2026 |
| StandardAero SARO | $6.3B | $0.2B | Jun 30, 2026 |