Axon Enterprise, Inc. AXON Software and Services — Reallocation of goodwill from Segment Realignment

Other segment segments

Software and Sensors

-$753.99M—

Connected Devices

$46.67M—

TASER Devices

-$2.85M—

Similar metrics at other companies

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MSISoftware and Services — Goodwill

$2.65B+16.8%

DXCCES — Reallocation of Goodwill

$367M—

DXCGBS — Reallocation of Goodwill

-$526M—

BAL

BALYCorporate & Other — Goodwill measurement period segment re-allocation

$0—

DXCGIS — Reallocation of Goodwill

$14M—

Other financials

Income statement

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Revenue$807.3M+33.7%

Gross profit$477.3M+30.5%

Operating income$29.2M+433%

Net income$169.3M+92.4%

EPS (diluted)$2.05+89.8%

Balance sheet

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Cash & equivalents$458.9M-58.0%

Total debt$1.8B-10.7%

Total equity$3.5B+38.3%

Total assets$7.1B+16.2%

Cash flow

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Operating cash flow-$31.5M-222%

CapEx$23.1M-7.0%

Free cash flow-$54.6M-5,963%

Valuation

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Market cap$37.47B-39.4%

Enterprise value$38.84B-38.6%

P/E181.9×-7.6×

P/S12.6×-13.3×

Profitability

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Gross margin59.3%-1.3pp

Operating margin-0.8%—

Net margin6.9%-8.0pp

FCF margin0.7%-15.6pp

Returns & leverage

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Return on equity6.8%-8.4pp

Debt / equity0.5×-0.3×

Current ratio2.3×-0.6×

Where this comes from

Reported directly by Axon Enterprise, Inc. in its filing.

Tagged under the XBRL concept us-gaap:GoodwillTransfers.

The official record: Axon Enterprise, Inc.’s 10-K, filed February 25, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Axon Enterprise, Inc.'s software and services — reallocation of goodwill from segment realignment?: Axon Enterprise, Inc. (AXON) reported software and services — reallocation of goodwill from segment realignment of $177.54M in Q4 2025.
What does software and services — reallocation of goodwill from segment realignment mean?: This metric tracks the movement of goodwill balances between business segments resulting from internal organizational restructuring or changes in reporting units. It represents the portion of the purchase price premium previously assigned to one segment that is now attributed to the software and services segment following a realignment of operations.