AXON (Axon Enterprise) Change In Receivables: $-383 Mil (TTM As of Mar. 2026)

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AXON Axon Enterprise Inc AXON
81 GF Score
Price $541.12
GF Value $610.11
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Axon Enterprise Change In Receivables?

Axon Enterprise AXON -1.12% 81 Change In Receivables is $-383 Mil as of Mar. 2026. GuruFocus rates AXON with a GF Score™ of 81/100 and a GF Value™ of $610.11 (Modestly Undervalued). The stock has 4 warning signs investors should review.

Axon Enterprise's change in receivables for the quarter that ended in Mar. 2026 was $49 Mil. It means Axon Enterprise's Accounts Receivable declined by $49 Mil from Dec. 2025 to Mar. 2026 .

Axon Enterprise's change in receivables for the fiscal year that ended in Dec. 2025 was $-506 Mil. It means Axon Enterprise's Accounts Receivable increased by $506 Mil from Dec. 2024 to Dec. 2025 .

Axon Enterprise's Accounts Receivable for the quarter that ended in Mar. 2026 was $675 Mil.

Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed. Axon Enterprise's Days Sales Outstanding for the three months ended in Mar. 2026 was 76.25.

In Ben Graham's calculation of liquidation value, Apple Inc's Accounts Receivable are only considered to be worth 75% of book value. Axon Enterprise's liquidation value for the three months ended in Mar. 2026 was $-2,086 Mil.

Axon Enterprise  (NAS:AXON) Change In Receivables Explanation

1. Accounts Receivable are created when a customer has received a product but has not yet paid for that product. Days Sales Outstanding measures of the average number of days that a company takes to collect revenue after a sale has been made. It is a financial ratio that illustrates how well a company's Accounts Receivable are being managed.

Axon Enterprise's Days Sales Outstanding for the quarter that ended in Mar. 2026 is calculated as:

Days Sales Outstanding
=Accounts Receivable/Revenue*Days in Period
=674.598/807.345*91
=76.25

2. In Ben Graham's calculation of liquidation value, Axon Enterprise's accounts receivable are only considered to be worth 75% of book value:

Axon Enterprise's liquidation value for the quarter that ended in Mar. 2026 is calculated as:

Liquidation Value
=Cash, Cash Equivalents, Marketable Securities-Total Liabilities+(0.75 * Accounts Receivable)+(0.5 * Total Inventories)
=736.973-3532.736+0.75 * 674.598+0.5 * 408.01
=-2,086

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Axon Enterprise Change In Receivables Related Terms

Axon Enterprise Change In Receivables Historical Data

* Premium members only.

The historical data trend for Axon Enterprise's Change In Receivables can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Axon Enterprise Change In Receivables Chart

Axon Enterprise Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Change In Receivables
Get a 7-Day Free Trial Premium Member Only Premium Member Only -205.77 -78.23 -178.99 -245.84 -505.56

Axon Enterprise Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Change In Receivables Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -73.57 -139.27 -153.22 -139.51 48.92
AXON
81GF Score
Axon Enterprise Inc AXON
Change In Receivables is just one metric. See GF Score™, valuation, warning signs, and more.
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Axon Enterprise Change In Receivables Calculation

Change In Accounts Receivable relative to the previous period. It is any increase or decrease in the cash a company is owed by its customers.

Change In Receivables for the trailing twelve months (TTM) ended in Mar. 2026 adds up the quarterly data reported by the company within the most recent 12 months, which was $-383 Mil.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Change In Receivables →
What does a Change In Receivables of $-383 Mil mean?
Axon Enterprise (AXON) has a Change In Receivables of $-383 Mil as of Mar. 2026. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Axon Enterprise and its competitors.
Is Axon Enterprise's Change In Receivables too high?
Axon Enterprise's current Change In Receivables is $-383 Mil. Overall, Axon Enterprise has a GF Score™ of 81/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Axon Enterprise's Change In Receivables compare to HEI.A and CW?
Axon Enterprise's Change In Receivables of $-383 Mil can be compared against companies in the Aerospace & Defense industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Change In Receivables for an Aerospace & Defense company?
A good Change In Receivables depends on the Aerospace & Defense industry context. However, Change In Receivables should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Change In Receivables mean?
A high Change In Receivables can signal that a stock is expensive relative to its fundamentals. Change in Receivables is the difference between current-period receivables and past-period receivables. View historical data for Axon Enterprise and its competitors. Axon Enterprise's current Change In Receivables is $-383 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Axon Enterprise stock overvalued right now?
Based on GuruFocus' analysis, Axon Enterprise (AXON) is currently considered Modestly Undervalued. The stock's GF Value™ is $610.11, compared to a current price of $541.12 — trading 11.3% below its estimated fair value. The current Change In Receivables is $-383 Mil. Axon Enterprise's overall GF Score™ is 81/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Change In Receivables calculated?
Change In Receivables is calculated from a company's financial statements. For Axon Enterprise (AXON), the current Change In Receivables is $-383 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Axon Enterprise (AXON) Overvalued in 2026?

Based on GuruFocus' analysis, Axon Enterprise stock appears to be undervalued. The current stock price of $541.12 is trading 11.3% below its estimated GF Value™ of $610.11. GuruFocus considers Axon Enterprise to be Modestly Undervalued.

Key valuation signals for AXON:

  • Change In Receivables: $-383 Mil
  • GF Value™: $610.11 vs. price of $541.12 (11.3% below fair value)
  • GF Score™: 81/100 with 4 warning signs

No single metric tells the full story. See the AXON stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Axon Enterprise Business Description

Address 17800 North 85th Street, Scottsdale, AZ, USA, 85255
Axon Enterprise Inc is building a public safety operating system by integrating a suite of hardware devices and cloud software solutions. The company's suite includes cloud-hosted digital evidence management solutions, TASER energy devices, drones and robotic security, and training solutions. Its operation comprises of two operating segments, Software and Services, and Connected Devices. The company generates the majority of its revenue from the Connected Devices segment, which is engaged in developing, manufacturing, and selling fully integrated hardware solutions such as conducted energy devices sold under the TASER brand, body cameras, fixed and in-car cameras, drone and counter-drone technologies, and a broad ecosystem of accessories, extended warranties and related hardware products.
81GF Score

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Change In Receivables is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$541.12
Price
$610.11
GF Value