SWBI

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...

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]

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Smith & Wesson (NASDAQ:SWBI) and the best and worst performers in the consumer discretionary - leisure products industry. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Leisure products companies manufacture recreational goods such as bicycles, marine vessels, fitness equipment, camping gear, and musical instruments. Tailwinds include heightened outdoor-activity participation, health-and-wellness awareness, and periodic innovation cycles that drive trade-up purchases. Headwinds are pronounced: demand is highly discretionary and sensitive to economic cycles—consumers readily defer big-ticket leisure purchases during downturns. Post-pandemic normalization has created excess channel inventory after demand surged then retreated. Raw-material and shipping cost inflation squeezes margins, while competition from low-cost imports and a fragmented market make pricing power elusive for most players. The 12 consumer discretionary - leisure products stocks we track reported a strong Q4. As a group, revenues beat analysts’ consensus estimates by 4.6% while next quarter’s revenue guidance was 1.8% below. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.7% since the latest earnings results. With a history dating back to 1852, Smith & Wesson (NASDAQ:SWBI) is a firearms manufacturer known for its handguns and rifles. Smith & Wesson reported revenues of $135.7 million, up 17.1% year on year. This print exceeded analysts’ expectations by 8.1%. Overall, it was an incredible quarter for the company with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates. Smith & Wesson achieved the fastest revenue growth of the whole...

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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Smith & Wesson’s latest quarter drew a positive market reaction, following results that outpaced Wall Street expectations. Management attributed the performance to higher average selling prices in handguns, a refreshed product lineup, and disciplined pricing strategies. CEO Mark Smith emphasized the company’s gains in market share, noting that increased shipments were supported by strong consumer demand and minimal reliance on promotional activity. The company also highlighted operational discipline, with inventory management and production alignment cited as contributors to improved margins and cash flow. Is now the time to buy SWBI? Find out in our full research report (it’s free). Revenue: $135.7 million vs analyst estimates of $125.6 million (17.1% year-on-year growth, 8.1% beat) Adjusted EPS: $0.08 vs analyst estimates of $0.05 (60% beat) Adjusted EBITDA: $16.83 million vs analyst estimates of $13.33 million (12.4% margin, 26.3% beat) Operating Margin: 4.8%, up from 2% in the same quarter last year Market Capitalization: $623.4 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 Capital) asked about the recent price increase and whether there was any distributor or consumer pushback. CEO Mark Smith responded that the 3% price increase was implemented smoothly with no negative feedback and noted that demand remained strong. Mark Smith (Lake Street Capital) inquired about the drivers behind strong handgun sales. CEO Mark Smith explained that product refreshes, expanded colorways, and updates across the semi-automatic pistol line contributed to broad-based strength, especially in higher-priced segments. Mark Smith (Lake Street Capital) questioned potential strategies for expanding the long gun business. CEO Mark Smith acknowledged the tough comparison to last year and said there is “white space” in the segment, with ongoing evaluation of additional opportunities, particularly in hunting and short-barreled rifles. Mark Smith (Lake Street Capital) asked about the law enforcement opportunity and its potential to move the needle for revenue. CEO Mark Smith emphasized a healthy sales pipelin...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Smith & Wesson Brands (SWBI) is back in focus after reporting third quarter results that show year over year gains in sales and net income, and confirming its regular quarterly dividend. See our latest analysis for Smith & Wesson Brands. The earnings and dividend news has arrived alongside strong share price momentum, with the share price up 18.66% over 1 day and a 40.18% year to date share price return. The 1 year total shareholder return of 50.48% contrasts with a weaker 5 year total shareholder return of 10.52%, suggesting recent optimism is a relatively new trend. If this earnings jump has you looking beyond a single name, it could be a good time to broaden your watchlist with our 20 top founder-led companies. With quarterly earnings and the share price both moving higher, the key question now is whether Smith & Wesson Brands is still trading at an attractive valuation or if the market is already pricing in future growth. The most followed valuation narrative puts Smith & Wesson Brands' fair value at $13.50, slightly below the recent close of $13.99. This frames the latest price move as a modest premium to that estimate. Read the complete narrative. Curious how a relatively modest fair value premium relies on stronger earnings, improving margins and a higher future earnings multiple than the sector? The full narrative sets out the revenue path, profit assumptions and valuation math that need to line up for that $13.50 figure to hold. Result: Fair Value of $13.50 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, softer gun laws or heavier discounting in a highly promotional market could pressure margins and leave that 3.6% fair value premium looking fragile. Find out about the key risks to this Smith & Wesson Brands narrative. The mix of optimism and concern around Smith & Wesson can feel finely balanced, so it makes sense to move quickly and check the numbers yourself. You can see how that balance looks today by reviewing the 1 key reward and 2 important warning signs for the company and weighing those points against your own expectations. If this update has sharpened your focus on quality, do not stop here. Your next strong idea cou...

This article first appeared on GuruFocus. Net Sales: $135.7 million, up 17.1% year over year. EBITDAS: $16.8 million, up 28.1% year over year. Adjusted EPS: $0.08 compared to $0.03 in the prior year period. Operating Cash Flow: Increased by over $30 million year over year. Handgun Unit Shipments: Up 28% in the sporting goods channel. Long Gun Shipments: Down 25% in the sporting goods channel. Handgun ASP: Up 5.2% to over $419. Long Gun ASP: $535, down about 11% year over year. Gross Margin: 26.2%, up 210 basis points year over year. Operating Expenses: $28.9 million, $5.7 million higher than the prior year. Net Income: $3.8 million compared to $2.1 million in the prior year period. Cash from Operations: $20.5 million compared to cash used of $9.8 million in the prior year quarter. Debt: Reduced to $75 million from $90 million at the end of Q2. Inventory: $175 million, down $23 million year over year. Dividend: $0.13 per share, payable on April 2. Warning! GuruFocus has detected 12 Warning Signs with SWBI. Is SWBI fairly valued? Test your thesis with our free DCF calculator. Release Date: March 05, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Smith & Wesson Brands Inc (NASDAQ:SWBI) reported a 17% year-over-year increase in net sales, reaching nearly $136 million. The company achieved a significant 28.1% increase in EBITDAS, amounting to $16.8 million. Adjusted EPS rose to $0.08 from $0.03 in the prior year period, indicating improved profitability. Operating cash flow saw substantial growth, increasing by more than $30 million year over year. The company successfully reduced its debt from $90 million at the end of Q2 to $75 million at the end of Q3, with an additional $20 million paid down subsequently. Long gun shipments into the sporting goods channel decreased by 25%, compared to a 5.6% decline in overall NICS. Long gun average selling prices (ASPs) decreased by about 11% due to lower volume of higher-priced products. Operating expenses increased by $5.7 million compared to the prior year, partly due to higher profit-related and stock-based compensation expenses. The gross margin was negatively impacted by 160 basis points due to tariffs. Despite strong performance in handguns, the long gun market remains challenging, with a need for strategic adjustments to drive growth. Q: Can you discuss the r...

Q3 Net Sales of $135.7 Million Q3 Gross Margin of 26.2%; Non-GAAP Gross Margin of 26.1% Q3 EPS of $0.08/Share; Q3 Adjusted EPS of $0.08/Share Maryville, Tennessee--(Newsfile Corp. - March 5, 2026) - Smith & Wesson Brands, Inc. (NASDAQ: SWBI), a U.S.-based leader in firearm manufacturing and design, today announced financial results for the third quarter of fiscal 2026, ended January 31, 2026. Financial Highlights Net sales were $135.7 million, an increase of $19.8 million, or 17.1%, from the comparable quarter last year. Gross margin was 26.2% compared with 24.1% in the comparable quarter last year. Net income was $3.8 million, or $0.08 per diluted share, compared with $2.1 million, or $0.05 per diluted share, for the comparable quarter last year. Non-GAAP net income was $3.6 million, or $0.08 per diluted share, compared with $1.4 million, or $0.03 per diluted share, for the comparable quarter last year. GAAP to non-GAAP adjustments for income exclude costs related to the relocation, expenses related to the grand opening of the Smith & Wesson Academy, and a gain on sale of certain real estate. For a detailed reconciliation, see the schedules that follow in this release. Non-GAAP Adjusted EBITDAS was $16.8 million, or 12.4% of net sales, compared with $13.9 million, or 12.0% of net sales, for the comparable quarter last year. Mark Smith, President and Chief Executive Officer, commented, "We were very pleased with our third quarter results, which demonstrated continued market share growth – while simultaneously maintaining resiliency in our pricing power and profitability. In particular, our handgun results were exceptional, with unit shipments into the sporting goods channel up 28%, while NICS was down 2.2%. Our momentum is strong and building, our brand and product assortment are driving continued healthy profitability, and we remain confident in the direction and trajectory of our business against the backdrop of a healthy and stable market." Deana McPherson, Executive Vice President and Chief Financial Officer, commented, "Having focused on driving inventory levels down during the last twelve months, we are now turning our focus to increasing production to meet market demand, which should continue to have a positive impact on margins. We believe the strength of our brand, product assortment, and new product offerings are helping us drive growth and take sh...

MARYVILLE, Tenn. (AP) — MARYVILLE, Tenn. (AP) — Smith & Wesson Brands, Inc. (SWBI) on Thursday reported earnings of $3.8 million in its fiscal third quarter. The Maryville, Tennessee-based company said it had net income of 8 cents per share. The firearm maker posted revenue of $135.7 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 SWBI at https://www.zacks.com/ap/SWBI

American firearms manufacturer Smith & Wesson (NASDAQ:SWBI) will be reporting results this Thursday after market hours. Here’s what you need to know. Smith & Wesson beat analysts’ revenue expectations last quarter, reporting revenues of $124.7 million, down 3.9% year on year. It was an exceptional quarter for the company, with a beat of analysts’ EPS estimates and an impressive beat of analysts’ EBITDA estimates. Is Smith & Wesson a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members. This quarter, the market is expecting Smith & Wesson’s revenue to grow 8.4% year on year, a reversal from the 15.7% decrease it recorded in the same quarter last year. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Smith & Wesson has missed Wall Street’s revenue estimates multiple times over the last two years. Looking at Smith & Wesson’s peers in the consumer discretionary - leisure products segment, some have already reported their Q4 results, giving us a hint as to what we can expect. MasterCraft delivered year-on-year revenue growth of 13.2%, beating analysts’ expectations by 4.1%, and Latham reported revenues up 14.5%, topping estimates by 4.4%. MasterCraft traded up 8.9% following the results. Read our full analysis of MasterCraft’s results here and Latham’s results here. Investors in the consumer discretionary - leisure products segment have had fairly steady hands going into earnings, with share prices down 1.6% on average over the last month. Smith & Wesson is up 6.7% during the same time and is heading into earnings with an average analyst price target of $13.50 (compared to the current share price of $11.87). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we’ve identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link.