RGR

Ruger’s first quarter results drew a negative market reaction following mixed execution against Wall Street expectations. While sales growth surpassed analyst forecasts, management highlighted that nonrecurring expenses related to a strategic cooperation agreement and organizational changes weighed heavily on profitability. CEO Todd Seyfert pointed to production disruptions from severe weather and temporary operational inefficiencies as additional headwinds, but maintained that underlying demand for new products remained strong throughout the quarter. Is now the time to buy RGR? Find out in our full research report (it’s free). Revenue: $141.4 million vs analyst estimates of $137.3 million (4.1% year-on-year growth, 3% beat) Adjusted EPS: $0.27 vs analyst expectations of $0.34 (20.6% miss) Adjusted EBITDA: $10.88 million vs analyst estimates of $11.87 million (7.7% margin, 8.3% miss) Operating Margin: 1.6%, down from 6.2% in the same quarter last year Market Capitalization: $608.3 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Mark Smith (Lake Street) asked about the timeline for one-time costs associated with the Beretta agreement. CEO Todd Seyfert explained that most of these expenses should conclude by the end of May, with only limited costs expected to continue beyond that point. Looking forward, the StockStory team will be monitoring (1) Ruger’s ability to recover production shortfalls and restore inventory levels, (2) the pace and consumer uptake of expanded accessory offerings, and (3) progress in operational cost reduction as nonrecurring expenses fall away. These milestones will be key to determining if the company can translate its new product momentum into sustainable profit growth. Ruger currently trades at $38.02, down from $40.51 just before the earnings. Is there an opportunity in the stock?See for yourself in our full research report (it’s free for active Edge members). ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thing in common before they ran. Revenue growing like crazy. Meta. CrowdStrike. Broadcom. Our AI flagged all three. They returned 315%, 314%...

Download the Complete Report Here Key Takeaways PEW delivered $25.9 million of 1Q26 revenue, up 11.1% y/y and ahead of Street estimates of $24.5 million. Continues outperforming the broader firearms market, with firearm sales growth materially ahead of Adjusted NICS trends as digital execution and AI-driven pricing supported ongoing market share gains. Expanded PEW Logistics during 1Q26 with the addition of Derya Arms, further validating early manufacturer adoption. Shoot & Subscribe now contributes 15% of ammo revenue, adding an early recurring revenue layer to PEW’s platform. Valuation remains compelling, with ~$90 million market cap below $106.4 million cash and a negative enterprise value. 1Q26 revenue beat reinforces PEW’s share-gain story as platform execution outpaced broader industry demand. PEW reported 1Q26 revenue of $25.9 million, up 11.1% y/y from $23.3 million, and ahead of Street estimate of $24.5 million by $1.4 million, or 5.8%. This was another quarter of meaningful outperformance, as firearms sales increased 10.5% y/y while adjusted NICS background checks increased only 1.6% over the same period. Management noted that demand remained stable month by month during the quarter and did not show major spikes from geopolitical events, suggesting that topline growth was primarily driven by execution rather than one-time demand pull-forward. Firearms remain the primary growth driver, while non-firearms returned to growth despite broader ammunition softness. Firearms product sales increased 10.5% y/y to $21.7 million, supported by market share gains, favorable product mix, and pricing optimization. Non-firearms product sales increased 10.4% y/y to $4.1 million despite continued softness in ammunition demand across the broader 2A industry. Service sales contributed $0.1 million as PEW Logistics began generating revenue during the quarter. The return to growth in non-firearms is notable because it broadens the revenue base beyond firearms and suggests that accessories, ammunition, and service-related categories can contribute to growth even in a softer category environment. Customer KPIs continue to validate PEW’s platform model and mobile-first strategy. Customer lifetime value increased 4.2% y/y to $906, while total site traffic increased 12.6% y/y. Mobile remained the dominant channel, accounting for approximately 67% of site traffic, 70% of trans...

Performance was primarily driven by the strength of new product launches, which accounted for $51.6 million or 41% of total firearm sales during the quarter. The company outperformed the broader market with a 4% sales increase compared to a 1.6% increase in adjusted NICS, suggesting market share gains and consumer resonance. Management attributed the significant gap between GAAP and adjusted earnings to $7.4 million in non-recurring costs related to the Beretta agreement, a reduction in force, and retention awards. Operational output was hampered by severe weather at Newport and Mayodan facilities, resulting in a production shortfall of approximately 30,000 units compared to the prior year. Strategic focus is shifting toward building 'product ecosystems' and accessory offerings rather than just standalone models to drive long-term profitable expansion. The cooperation agreement with Beretta Holding, the company's largest shareholder, was framed as a move to avoid a proxy contest and provide organizational stability. The company plans to invest $30 million in capital expenditures for 2026, focusing on new product introductions and expanding capacity for high-demand lines. Management aims to recover the Q1 production shortfalls in the current quarter while simultaneously rebuilding internal and distributor inventories. The 'Ruger 2030' strategy serves as the long-term framework, prioritizing agile responsiveness and aligning factory capacity with future product portfolios. Management maintains a cautious outlook regarding the macroeconomic environment, specifically citing continued pressure on consumer discretionary income. A strategic priority for the upcoming quarter is the meaningful expansion of accessory offerings to complement core firearm products. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. Incurred $3.2 million in costs associated with the Beretta cooperation agreement and $2.5 million related to a February reduction in force. Recorded a $1.7 million one-time expense for the accrual of retention awards during the quarter. The New York Stock Exchange inadvertently disclosed dividend information prior to the official earnings release, necessitating an immediate 8-K filing. The company maintains a debt-free balance sheet with $105 million in cash...

SOUTHPORT, Conn. (AP) — SOUTHPORT, Conn. (AP) — Sturm Ruger & Co. (RGR) on Wednesday reported net income of $128,000 in its first quarter. The Southport, Connecticut-based company said it had profit of 1 cent per share. Earnings, adjusted for non-recurring costs and severance costs, were 27 cents per share. The firearm maker posted revenue of $141.4 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RGR at https://www.zacks.com/ap/RGR

Delivered First Quarter Net Sales of $141.4 Million New Products Accounted for $51.6 Million or 41% of Firearm Sales Earnings per Share was $0.01, Adjusted Earnings per Share was $0.27 Generated $18.8 Million of Cash from Operations Declares Quarterly Dividend of $0.11 Per Share MAYODAN, N.C., May 06, 2026--(BUSINESS WIRE)--Sturm, Ruger & Company, Inc. (NYSE: RGR) ("Ruger" or the "Company") announced today its financial results for the first quarter 2026. First Quarter 2026 Financial Highlights The Company achieved net sales of $141.4 million, a 4.1% increase over the $135.7 million achieved in the corresponding period in 2025. Diluted earnings were $0.01 per share compared to $0.46 per share in the corresponding period in 2025. On an adjusted basis, diluted earnings for the first quarter of 2026 were $0.27 per share compared to $0.46 per share in the corresponding period in 2025. During the first quarter, the Company incurred incremental expenses associated with negotiating a Strategic Cooperation Agreement ("Agreement") with Beretta Holding S.A. ("Beretta Holding") and organizational changes implemented in February. Additionally, we recorded a one-time non-recurring expense of $1.7 million or $0.07 per share not included in the adjusted earnings per share. As announced on May 4, 2026, Ruger and Beretta Holding executed the Agreement, which reflects a shared commitment to long-term value creation, constructive engagement, and stability for Ruger’s shareholders, employees, customers and industry partners. The Company incurred legal, professional and advisory fees and other expenses totaling approximately $3.2 million related to the Agreement negotiations and other related matters during the quarter. These expenses are largely non-recurring, limited in duration and do not, in the opinion of management, relate to the underlying performance of the core business. Additional Agreement-related expenses may be incurred in the near term. Additionally, in February, the Company executed a reduction-in-force as part of broader efforts to structurally align the organization to strategic priorities and the future operating model. These actions are consistent with the changes outlined in the 2026 Plan and, more broadly, the Ruger 2030 framework. The moves improve efficiency, enhance accountability and position the Company for long-term profitable growth. The associated se...

MAYODAN, N.C., May 05, 2026--(BUSINESS WIRE)--Sturm, Ruger & Company, Inc. (NYSE: RGR) will announce its financial results for the first quarter 2026 and file its Quarterly Report on Form 10-Q on Wednesday, May 6, 2026, after the close of the stock market. That evening, Sturm, Ruger will host a webcast at 4:30 p.m. ET to discuss the first quarter 2026 operating results. Interested parties can listen to the webcast via this link or by visiting http://ruger.com/corporate. Those who wish to ask questions during the webcast will need to pre-register prior to the meeting. The Form 10-Q will be available on the SEC website at SEC.gov and the Ruger website at Ruger.com/corporate as soon as practicable after the filing. Concurrent with the filing of the Form 10-Q, an earnings release containing the first quarter financial statements will be issued. We urge investors to read our complete Form 10-Q in order to have adequate information to make informed investment decisions. For more information, visit Ruger.com/InvestorRelations. About Sturm, Ruger & Co., Inc. Sturm, Ruger & Co., Inc. is one of the nation's leading manufacturers of rugged, reliable firearms for the commercial sporting market. With products made in America, Ruger offers consumers almost 800 variations of more than 40 product lines, across the Ruger, Marlin and Glenfield brands. For over 75 years, Sturm, Ruger & Co., Inc. has been a model of corporate and community responsibility. Our motto, "Arms Makers for Responsible Citizensﾮ," echoes our commitment to these principles as we work hard to deliver quality and innovative firearms. The Company may, from time to time, make forward-looking statements and projections concerning future expectations. Such statements are based on current expectations and are subject to certain qualifying risks and uncertainties, such as market demand, sales levels of firearms, anticipated castings sales and earnings, the need for external financing for operations or capital expenditures, the results of pending litigation against the Company, the impact of future firearms control and environmental legislation, and accounting estimates, any one or more of which could cause actual results to differ materially from those projected. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date made. The Company undertakes no...

COPPELL, Texas, April 28, 2026--(BUSINESS WIRE)--GrabAGun Digital Holdings Inc. ("GrabAGun" or the "Company") (NYSE:PEW), an online retailer of firearms, ammunition and related accessories, will report financial results for the first quarter 2026 on Wednesday, May 13, 2026, after the U.S. stock market closes. Management will host a conference call at 4:30 PM ET the same day to discuss the results. The live webcast and replay will be accessible on the Company’s Investor Relations website at investors.grabagun.com. About GrabAGun We are defenders. We are sportsmen. We are outdoorsmen. We believe that it is our American duty to help everyone, from first-time buyers to long-time enthusiasts, understand and legally secure their firearms and accessories. That’s why our arsenal is fully packed, consistently refreshed, and always loaded with high-quality affordable firearms and accessories. Industry-leading brands that GrabAGun works with include Smith & Wesson Brands; Sturm, Ruger & Co.; SIG Sauer; Glock; Springfield Armory; and Hornady Manufacturing, among others. GrabAGun is a fast growing, digitally native eCommerce retailer of firearms and ammunition, related accessories and other outdoor enthusiast products. Building on its proprietary software expertise, GrabAGun’s eCommerce site has become one of the leading firearm retail websites. In addition to its eCommerce excellence, GrabAGun has developed industry-leading solutions that revolutionize supply chain management, combining dynamic inventory and order management with AI-powered pricing and demand forecasting. These advancements enable seamless logistics, efficient regulatory compliance and a streamlined experience for customers. View source version on businesswire.com: https://www.businesswire.com/news/home/20260428881731/en/ Contacts Investors & Media [email protected]

Download the Complete Report Here By Karen Roman Donald Trump Jr.-backed GrabAGun Digital Holdings Inc. (NYSE: PEW) continues to gain market share in a weak firearms retail environment, supported by strong digital execution. Customer engagement remains strong as the company scales its mobile-first platform called PEW Logistics. The direct-to-consumer platform for firearms manufacturers operates on a revenue-share model and generated more than 500 orders and about $400,000 within its first month. GrabAGun is also expanding digital commerce capabilities with recently enabled cryptocurrency payments and “Shoot & Subscribe,” an ammunition subscription program aimed at building recurring revenue. Management is also scaling content-driven digital marketing for brand visibility at lower cost. The company remains well capitalized despite a 2025 net loss of $2.5 million tied largely to stock-based compensation and public company costs following its SPAC merger. With $110.4 million in cash and minimal debt, GrabAGun retains flexibility for investment and share buybacks. Analysts expect revenue to exceed $100 million in 2026, while the company’s $92.6 million market capitalization — below its cash balance — suggests the core business remains undervalued. The full report below provides deeper analysis on valuation, KPI trends, and forward estimates. Download the Complete Report Here Read Exec Edge’s Initiation on PEW Here Subscribe to our Weekly Newsletter to Receive All Research Contact: Executives-Edge.com [email protected]

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Highlights Margin Erosion, Earnings Deterioration and Strategic Missteps Under Current Leadership Questions Management’s Innovation Narrative Amid Falling Prices and Margin Compression Contends Further Change is Urgently Needed in the Boardroom to Address Underperformance and Restore Accountability LUXEMBOURG, March 05, 2026--(BUSINESS WIRE)--Beretta Holding S.A. ("Beretta Holding" or "we"), a family-owned group leading the global premium light firearms, optics and ammunition industry and the largest shareholder of Sturm, Ruger & Company, Inc. ("Ruger" or the "Company"), with 9.95% ownership of the Company’s outstanding common stock, today issued the following statement regarding Ruger’s recently reported fourth quarter and year-end 2025 results. As a reminder, Beretta Holding previously announced it has nominated a slate of four highly qualified, independent director candidates for election to the Company’s Board of Directors (the "Board") at the 2026 Annual Meeting of Shareholders (the "Annual Meeting"). Visit www.ReloadRuger.com to learn more about our campaign and sign up to receive important updates. "The Company’s fourth quarter and full-year 2025 results underscore a clear and growing disconnect between management’s rhetoric and actual performance – a disconnect that cannot be explained away as cyclical or temporary headwinds. Instead, these results appear to reveal a management team and Board that are failing to execute effectively and are doubling down on a failed strategy that is eroding value for shareholders, employees and customers. Based on Beretta Holding’s centuries of operating experience in the global firearms industry, including significant manufacturing and commercial operations in the United States, we review these results with a practical understanding of what disciplined execution and profitable growth should look like. Through that lens, the trajectory reflected in Ruger’s recent performance is deeply concerning. Ruger reported what superficially looks like modest top-line growth – 3.6% for the fourth quarter and less than 2% for the full year – yet this figure masks the reality that revenue growth lagged inflation and came at the expense of profitability. Gross profit declined by 18.7% for the fourth quarter and by 29% for the full year, indicating that the Company’s strategy relies on buying sales at the expense of margin expansion...

SOUTHPORT, Conn. (AP) — SOUTHPORT, Conn. (AP) — Sturm Ruger & Co. (RGR) on Monday reported profit of $3.5 million in its fourth quarter. On a per-share basis, the Southport, Connecticut-based company said it had profit of 21 cents. Earnings, adjusted for non-recurring costs, were 26 cents per share. The firearm maker posted revenue of $151.1 million in the period. For the year, the company reported a loss of $4.4 million, or 27 cents per share. Revenue was reported as $546.1 million. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on RGR at https://www.zacks.com/ap/RGR