American Outdoor Brands, Inc. saw Q2 net sales decline 5% year-over-year, driven by softer demand in meat-processing and gun-cleaning products. Traditional retail channel sales rose 2.3%, offsetting a 15.9% e-commerce decline as retailers tightened inventories amid shifting consumer spending patterns. Gross margin remained robust at 45.6% but is expected to contract to 42–43% due to tariff-related costs and inventory clearance.
American Outdoor Brands, Inc. (AOUT) Q2 2026 Earnings Call Transcript
American Outdoor Brands, Inc. (AOUT) came out with quarterly earnings of $0.29 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.37 per share a year ago.
American Outdoor Brands, Inc. (NASDAQ:AOUT ) Q1 2026 Earnings Call September 4, 2025 5:00 PM EDT Company Participants Elizabeth Sharp - Vice President of Investor Relations Brian Murphy - President, CEO & Director H. Fulmer - Executive VP, CFO & Treasurer Conference Call Participants Douglas Lane - Water Tower Research LLC Matt Koranda - ROTH Capital Partners, LLC, Research Division Alex Sturnieks - Lake Street Capital Markets, LLC, Research Division Presentation Operator Good day, everyone, and welcome to American Outdoor Brands, Inc. First Quarter Fiscal 2026 Financial Results Conference Call.
American Outdoor Brands, Inc. delivered strong fiscal Q4 2025 results, but growth was boosted by pull-forward orders, restocking, and standout new products. Gross margin expansion remains limited due to a variable cost structure, and tariffs will become a bigger headwind later in FY 2026. Valuation is not compelling at 25x P/E, requiring several optimistic assumptions for significant upside in the current environment.
American Outdoor Brands, Inc. (NASDAQ:AOUT ) Q4 2025 Earnings Conference Call June 26, 2025 5:00 PM ET Company Participants Brian Daniel Murphy - President, CEO & Director Elizabeth A. Sharp - Vice President of Investor Relations H.
American Outdoor Brands, Inc. (AOUT) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of a loss of $0.02 per share. This compares to break-even earnings per share a year ago.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
The Leisure and Recreation Products industry faces challenges due to an uncertain economy. However, stocks like SRAD, YETI and AOUT are likely to defy the industry headwinds.
Consumer discretionary stocks like AOUT, CCL, GME and NFLX are poised to benefit from cooling inflation.
AOUT targets customers aspiring to live a rugged, functional hunter-gatherer lifestyle in the US market. AOUT's best-selling products appeal more to premium discretionary categories than functional, rugged ones. Premium pricing suggests strong brand equity but makes AOUT vulnerable to high inflation environments.
American Outdoor Brands, Inc. delivered a strong Q3 2025, exceeding sales guidance with a 9.5% increase, driven by innovative products like the ClayCopter and BUBBA Lite scale. Despite impressive product innovation and operational leverage, AOUT's valuation at 22x FY26E earnings is too high for a discretionary goods manufacturer in a potential recessionary environment. Management's upward revision of FY26 guidance shows confidence, but I maintain a Hold rating, awaiting lower prices for a better entry point.