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Jan 31

Smith & Wesson Q3 2025 Earnings Report

American Outdoor Brands reported strong third-quarter results with revenue growth and improved profitability.

Key Takeaways

American Outdoor Brands, Inc. delivered a 9.5% year-over-year increase in net sales, reaching $58.5 million. Gross margin improved by 200 basis points to 44.7%. GAAP net income was $169,000, or $0.01 per share, while non-GAAP net income rose to $2.7 million, or $0.21 per share. The company also saw a significant 99.1% increase in Adjusted EBITDAS to $4.7 million. Strong performance across sales channels contributed to these results.

Net sales increased by 9.5% year-over-year to $58.5 million.

GAAP net income of $169,000, or $0.01 per share, compared to a net loss last year.

Non-GAAP net income rose to $2.7 million, or $0.21 per share.

Adjusted EBITDAS grew 99.1% to $4.7 million, reflecting operational efficiency.

Total Revenue
$58.5M
Previous year: $137M
-57.4%
EPS
$0.21
Previous year: $0.19
+10.5%
Gross Margin
44.7%
Previous year: 28.7%
+55.7%
Adjusted EBITDAS
$4.71M
Previous year: $21.4M
-78.0%
Gross Profit
$26.1M
Previous year: $39.4M
-33.7%
Cash and Equivalents
$17.1M
Previous year: $47.4M
-64.0%
Total Assets
$246M
Previous year: $571M
-56.9%

Smith & Wesson

Smith & Wesson

Forward Guidance

The company has raised its fiscal year 2025 guidance and reaffirmed its net sales outlook for fiscal year 2026, driven by strong demand and new product innovations.

Positive Outlook

  • Increased midpoint of fiscal year 2025 net sales guidance.
  • Strong retailer enthusiasm for new product innovations.
  • Continued expansion across key sales channels.
  • Increased operational efficiency driving margin improvements.
  • No outstanding debt, providing financial flexibility.

Challenges Ahead

  • Potential macroeconomic headwinds could impact consumer spending.
  • Supply chain disruptions remain a risk for inventory management.
  • Competitive pressures in the outdoor products industry.
  • Fluctuations in raw material costs could affect profitability.
  • Regulatory changes in firearm and outdoor industries could pose challenges.