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Jul 31, 2023

Smith & Wesson Q1 2024 Earnings Report

Smith & Wesson's first quarter performance was strong, driven by consumer demand and disciplined cost control.

Key Takeaways

Smith & Wesson reported a strong first quarter with net sales of $114.2 million, a 35.4% increase over the comparable quarter last year. The company's profitability was supported by disciplined cost control. They anticipate tailwinds will allow them to continue to deliver strong results.

Net sales increased by 35.4% compared to the same quarter last year, reaching $114.2 million.

Gross margin was 26.6%, negatively impacted by manufacturing cost absorption and inventory reserve adjustments.

GAAP net income was $3.1 million, or $0.07 per diluted share.

Non-GAAP Adjusted EBITDAS was $17.5 million, or 15.3% of net sales.

Total Revenue
$114M
Previous year: $84.4M
+35.4%
EPS
$0.13
Previous year: $0.11
+18.2%
Gross Margin
26.6%
Previous year: 37.3%
-28.7%
Adjusted EBITDAS
$17.5M
Previous year: $15.7M
+11.5%
Gross Profit
$30.4M
Previous year: $31.5M
-3.4%
Cash and Equivalents
$55.5M
Previous year: $110M
-49.8%
Free Cash Flow
$8.56M
Previous year: -$4.39M
-294.9%
Total Assets
$538M
Previous year: $521M
+3.1%

Smith & Wesson

Smith & Wesson

Forward Guidance

Smith & Wesson anticipates that innovation, its brand reputation, and lean channel inventories will allow them to continue to deliver strong results. They remain comfortable with their published financial model of annual gross margins of at least 32%.

Positive Outlook

  • Innovation
  • Iconic brand’s reputation for quality
  • Lean channel inventories as we enter the traditionally busy fall season
  • Strong consumer demand for the Smith & Wesson brand at retail
  • Channel inventory of our products remained steady throughout the seasonally slow period this summer, indicating healthy pull through of our shipments at both distributor and retailer levels

Challenges Ahead

  • Economic factors
  • Social factors
  • Political factors
  • Legislative factors
  • Regulatory factors