Axon Enterprise Inc. 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549Form 10-Q Axon Enterprise, Inc. Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo Special Note Regarding Forward-Looking Statements PART I - FINANCIAL INFORMATIONItem 1. Financial Statements(unaudited)Consolidated Balance SheetsConsolidated Statements of Operations and Comprehensive IncomeConsolidated Statements of Stockholders’ EquityConsolidated Statements of Cash FlowsCondensed Notes to Consolidated Financial StatementsItem 2. Management’s Discussion and Analysis of Financial Condition and Results of OperationsItem 3. Quantitative and Qualitative Disclosures About Market RiskItem 4. Controls and ProceduresPART II - OTHER INFORMATIONItem 1. Legal ProceedingsItem 1A. Risk FactorsItem 2. Unregistered Sales of Equity Securities and Use of ProceedsItem 3. Defaults Upon Senior SecuritiesItem 4. Mine Safety DisclosuresItem 5. Other InformationItem 6. ExhibitsSIGNATURES Table of Contents Special Note Regarding Forward-Looking Statements Statements contained in this Quarterly Report on Form 10-Q that are not historical are “forward-looking statements” within the meaning ofSection 27A of the Securities Act of 1933, as amended (the “Securities Act”), and Section 21E of the Securities Exchange Act of 1934, as amended(the “Exchange Act”), including statements regarding our expectations, beliefs, intentions and strategies regarding the future. We intend that suchforward-looking statements be subject to the safe-harbor provided by the Private Securities Litigation Reform Act of 1995. Such statements give ourcurrent expectations or forecasts of future events; they do not relate strictly to historical or current facts. Words such as “may,” “will,” “should,” We cannot guarantee that any forward-looking statement will be realized, although we believe we have been prudent in our plans andassumptions. Achievement of future results is subject to risks, uncertainties and potentially inaccurate assumptions. Many events beyond our controlmay determine whether results we anticipate will be achieved. Should known or unknown risks or uncertainties materialize, or should underlyingassumptions prove inaccurate, actual results could differ materially from past results and those anticipated, estimated or projected. The materialfactors, which could cause our actual results to differ from our forward-looking statements, are set forth in our description of risk factors included inPart I, Item 1A, “Risk Factors” in our 2025 Annual Report on Form 10-K for the year ended December31, 2025, which should be read in Except as required by law, we undertake no obligation to publicly update forward-looking statements, whether as a result of new information,future events or otherwise. You are advised, however, to consult any further disclosures we make on related subjects in our Form 8-K, 10-Q and 10-Kreports to the Securities and Exchange Commission (“SEC”). Our filings with the SEC may be accessed at the SEC’s web site at www.sec.gov. Table of Contents PART I - FINANCIAL INFORMATION AXON ENTERPRISE, INC.CONSOLIDATED STATEMENTS OF CASH FLOWS Table of Contents Note 1 – Organization and Summary of Significant Accounting Policies Axon Enterprise, Inc. (“Axon”, the “Company”, “we”, or “us”) is a provider of public safety technology solutions. Our mission isto protect life in service of promoting peace, justice and strong institutions. Theaccompanying unaudited consolidated financial statements include the accounts of Axon Enterprise,Inc.and oursubsidiaries. All intercompany accounts, transactions and profits have been eliminated. Basis of Presentation and Use of Estimates These unaudited consolidated financial statements have been prepared pursuant to the rules and regulations of the SEC. Certaininformation related to our organization, significant accounting policies and footnote disclosures normally included in financialstatements prepared in accordance with accounting principles generally accepted in the United States (“GAAP”) has been condensedor omitted. The accounting p