Despite past bearish predictions, current data suggests Sturm, Ruger & Company is stabilizing post-pandemic, with revenue and profitability returning to normal levels. The company faces declining gun popularity and background checks due to this stabilization, but political and economic uncertainties may drive future gun sales. Sturm, Ruger & Company's strong net cash position and low price-to-book multiple make it a potential buyout candidate.
Sturm, Ruger & Company, Inc. (NYSE:RGR ) Q1 2025 Earnings Conference Call May 1, 2025 9:00 AM ET Company Participants Todd Seyfert - President & CEO Sarah Colbert - VP, Administration and Incoming General Counsel Tom Dineen - Chief Financial Officer Conference Call Participants Rommel Dionisio - Aegis Capital Mark Smith - Lake Street Operator Welcome to the Q1 2025 Sturm, Ruger and Company Inc, Earnings Call. [Operator Instructions].
Ruger and Smith & Wesson are both strong brands, but I favor Ruger due to its debt-free balance sheet and effective management. Both companies have low growth prospects, and neither is currently priced attractively enough to warrant investment. Ruger's management impressed me with their strategic acquisition of Marlin and working through a period of slow sales without taking on debt.
Sturm, Ruger & Company, Inc. (NYSE:RGR ) Q4 2024 Earnings Conference Call February 20, 2025 9:00 AM ET Corporate Participants Chris Killoy - President and Chief Executive Officer Kevin Reid - General Counsel Tom Dineen - Chief Financial Officer Conference Call Participants Mark Smith - Lake Street Rommel Dionisio - Aegis Capital Operator Good day and thank you for standing by. Welcome to the Q4 2024 Sturm, Ruger Earnings Conference Call.
Sturm, Ruger & Company, Inc. (RGR) Q3 2024 Earnings Conference Call Transcript
Finding value in cyclical industries like firearms requires buying at downturns; Sturm, Ruger & Co. (RGR) shows potential but isn't cheap enough yet. RGR has consistent cash flow, no debt, and a strong balance sheet, but faces legal and regulatory risks. The gun industry is highly cyclical and influenced by politics and external events, making timing crucial even for long-term investment.