Axon Enterprise 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended June 30, 2026or For the transition period from __________to __________Commission File Number: 001-16391 Axon Enterprise, Inc. (Exact name of registrant as specified in its charter) 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 suchfiling requirements for the past 90 days. YesNo 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 submitsuch files). YesNoIndicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growthcompany” in Rule 12b-2 of the Exchange Act. AXON ENTERPRISE, INC.INDEX TO QUARTERLY REPORT ON FORM 10-QFOR THE QUARTERLY PERIOD ENDED JUNE 30, 2026 Special Note Regarding Forward-Looking Statements PART I - FINANCIAL INFORMATION1Item 1. Financial Statements(unaudited)1Consolidated Balance Sheets2Consolidated Statements of Operations and Comprehensive Income3Consolidated Statements of Stockholders’ Equity4Consolidated Statements of Cash Flows5Condensed Notes to Consolidated Financial Statements6Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations23Item 3. Quantitative and Qualitative Disclosures About Market Risk36Item 4. Controls and Procedures36PART II - OTHER INFORMATION37Item 1. Legal Proceedings37Item 1A. Risk Factors37Item 2. Unregistered Sales of Equity Securities and Use of Proceeds37Item 3. Defaults Upon Senior Securities37Item 4. Mine Safety Disclosures37Item 5. Other Information38Item 6. Exhibits38SIGNATURES39 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,”“could,” “would,” “predict,” “potential,” “continue,” “expect,” “anticipate,” “future,” “intend,” “plan,” “believe,” “estimate,” and similarexpressions, as well as statements in future tense, identify forward-looking statements. However, not all forward-looking statements contain theseidentifying words. 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 inconjunction with the forward-looking statements in this Quarterly Report on Form 10-Q. These factors are intended as cautionary statements forinvestors within the meaning of Section 27A of the Securities Act and Section 21E of the Exchange Act. You should understand that it is not possible topredict or identify all such factors. Consequently, you should not consider any such list to be a complete set of all potential risks or uncertainties. 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 Exc