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Oct 31, 2022

Smith & Wesson Q2 2023 Earnings Report

Reported a decrease in net sales compared to the previous year but an increase compared to pre-pandemic levels, while maintaining strong profitability.

Key Takeaways

Smith & Wesson Brands, Inc. reported Q2 fiscal year 2023 financial results, with net sales of $121.0 million. The company's gross margin was 32.4%, and EPS was $0.21 per share. Despite a decrease in net sales compared to the previous year, the company's profitability remained strong.

Net sales were $121.0 million, a decrease of 47.5% from the comparable quarter last year.

Gross margin was 32.4%, compared to 44.3% in the comparable quarter last year.

GAAP net income was $9.6 million, or $0.21 per diluted share, compared to $50.9 million, or $1.05 per diluted share, for the comparable quarter last year.

Non-GAAP Adjusted EBITDAS was $25.6 million, or 21.1% of net sales, compared with $80.4 million, or 34.9% of net sales, for the comparable quarter last year.

Total Revenue
$121M
Previous year: $230M
-47.5%
EPS
$0.26
Previous year: $1.13
-77.0%
Gross Margin
32.4%
Previous year: 44.3%
-26.9%
Adjusted EBITDAS
$21.1
Previous year: $34.9
-39.5%
Gross Profit
$39.3M
Previous year: $102M
-61.5%
Cash and Equivalents
$43M
Previous year: $159M
-73.0%
Free Cash Flow
-$63.2M
Previous year: -$8.07M
+683.3%
Total Assets
$506M
Previous year: $505M
+0.2%

Smith & Wesson

Smith & Wesson

Forward Guidance

The company expects to remain highly profitable and continue delivering on its commitments to customers, employees, and stockholders well into the future.

Positive Outlook

  • The company has made significant progress in creating a highly adaptive and robust business model.
  • The company consistently delivers strong profitability, regardless of market conditions.
  • The company's current quarter results reflected a significant increase in profitability compared to the second quarter of fiscal 2020.
  • The company remains focused on managing the business for long-term profitability.
  • The company remains focused on market share performance and capital returned to stockholders.

Challenges Ahead

  • Firearm demand continuing to normalize.
  • Consumer demand for firearms was significantly down from a year earlier.
  • Broader consumer slowdown driven by persistently high inflation
  • Beginning of the winter heating season across the northern half of the country
  • Rising interest rates.