What is Axon Enterprise's backlog?

Axon Enterprise reported $10.2B of remaining performance obligations at 30 Sep 2026. That is 3.0 years of trailing revenue already under contract.

Axon Enterprise (AXON) backlog: remaining performance obligations

How much revenue Axon Enterprise already has under contract, how fast it converts, and who it is with.

Data as of 7 Nov 2026.

Open the interactive Backlog view Axon Enterprise competitor analysis

Axon Enterprise reported $10.2B of remaining performance obligations at 30 Sep 2026. That is 3.0 years of trailing revenue already under contract.
Customer prepayments (contract liabilities) cover 7.3% of the backlog.
By backlog size it ranks 75th among US filers the cockpit tracks.

Axon Enterprise backlog history

Remaining performance obligations at each quarter end (bars) against trailing twelve-month revenue (line).

Amounts in USD. Source: SEC XBRL filings.
Quarter end	Backlog (RPO)	TTM revenue	Coverage	Customer prepayments
30 Sep 2026	$10.2B	$3.42B	3.0 yrs	$742M
30 Sep 2024	$7.70B	$1.94B	4.0 yrs	$810M
30 Jun 2024	$7.40B	$1.81B	4.1 yrs	$777M
31 Mar 2024	$7.00B	$1.68B	4.2 yrs	$810M
30 Sep 2023	$5.80B	$1.46B	4.0 yrs	$725M
30 Jun 2023	$5.20B	$1.36B	3.8 yrs	$678M
31 Mar 2023	$4.80B	$1.28B	3.8 yrs	$658M
30 Sep 2022	$3.73B	$1.07B	3.5 yrs	$560M
30 Jun 2022	$3.33B	$994M	3.4 yrs	$523M
31 Mar 2022	$2.97B	$927M	3.2 yrs	$468M
30 Sep 2021	$2.39B	$872M	2.7 yrs	$362M
30 Jun 2021	$2.04B	$806M	2.5 yrs	$301M

Questions

What is Axon Enterprise's backlog?: Axon Enterprise reported $10.2B of remaining performance obligations at 30 Sep 2026. That is 3.0 years of trailing revenue already under contract.

About these numbers

Remaining performance obligations (RPO) are revenue a company has contracted but not yet recognised, as reported in its SEC filings (XBRL tag RevenueRemainingPerformanceObligation). Coverage = backlog ÷ trailing twelve-month revenue. Book-to-bill = (change in backlog + revenue) ÷ revenue. Conversion = revenue recognised ÷ the backlog at the start of each quarter, summed over four quarters. Counterparty values come from company filings and releases.