Johnson Outdoors (JOUT) Earnings Call Transcript
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Should l Buy JOUT?
Source: NASDAQ.COM
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy JOUT?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on JOUT
About JOUT
Johnson Outdoors Inc. is a global manufacturer and marketer of branded seasonal outdoor recreation products used primarily for fishing, diving, paddling and camping. The Company's brands include Old Town canoes and kayaks; Carlisle paddles; Minn Kota trolling motors, shallow water anchors and battery chargers; Cannon downriggers; Humminbird marine electronics and charts; SCUBAPRO dive equipment, and Jetboil outdoor cooking systems. Its fishing products include Riptide Instinct QUEST, Raptor Shallow Water Anchors, APEX and Optimum downrigger. SCUBAPRO's portfolio features regulators, dive computers, BCDs and thermal protection, along with a full line of scuba masks, fins, snorkels, and scuba accessories. SCUBAPRO's products include HYDROS PRO Bungee Set and Mako Dive Knife Strap. The Company's camping products include Flash Cooking System, Genesis Basecamp System and Stash Cooking System. Its watercraft products include Old Town Sportsman BigWater ePDL+ 132 and Ocean Kayak Malibu PDL.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Johnson Outdoors (JOUT) Earnings Call Transcript
See More
Johnson Outdoors Inc. Reports Q1 2026 Earnings with Strong Growth and Margin Improvement
- Significant Financial Improvement: Johnson Outdoors reported a loss before income taxes of $1.3 million in Q1 2026, a substantial reduction from $18.9 million in the prior year, primarily driven by revenue growth and margin improvement, indicating the company's ongoing efforts to enhance profitability.
- Gross Margin Increase: The gross margin for the quarter rose to 36.6%, up 6.7 percentage points year-over-year, mainly due to higher sales volumes and price increases, reflecting the company's successful strategies in cost control and operational efficiency.
- Innovation and E-commerce Driving Growth: The success rate of new products has improved, with e-commerce becoming the fastest-growing channel for the company; management emphasized continued investment in innovation and digital initiatives to capture market opportunities and drive long-term growth.
- Optimized Inventory Management: The company reduced its inventory levels by $17.7 million to $183.9 million compared to the previous year, demonstrating effective inventory management while maintaining a debt-free status and continuing dividend payments, enhancing financial stability.
See More
Johnson Outdoors Reports 31% Sales Growth but Wider Net Loss
- Sales Performance Surge: Johnson Outdoors reported a 31% year-over-year increase in net sales to $140.935 million, exceeding the $123.948 million estimate, indicating successful market stabilization and new product launches.
- Profitability Improvement: The company posted a GAAP net loss of $3.3 million, surpassing the $4.5 million estimate, yet operating loss narrowed to $2.9 million with gross margin improving from 29.9% to 36.6%, reflecting effective cost control and expense management.
- Segment Performance Variance: Fishing segment sales rose to $112.370 million with an operating profit of $7.520 million, while Camping & Watercraft Recreation sales reached $10.601 million with an increased operating loss of $1.118 million, highlighting performance disparities across segments.
- Financial Position and Outlook: As of January 2, 2026, Johnson Outdoors reported cash and short-term investments of $130.731 million and reduced inventory to $183.940 million, while actively managing costs to enhance business resilience despite trade policy risks.
See More
Johnson Outdoors Q1 Earnings Beat Expectations with Strong Revenue Growth
- Strong Earnings Report: Johnson Outdoors reported a Q1 GAAP EPS of -$0.33, beating expectations by $0.12, indicating resilience despite ongoing losses.
- Significant Revenue Growth: The company achieved revenue of $140.94 million, a 30.9% year-over-year increase, surpassing market expectations by $16.99 million, highlighting the success of new product launches and inventory management.
- Segment Performance: Fishing revenue surged by 36%, primarily due to successful new product launches and improved trade inventory levels, while Camping and Watercraft Recreation sales rose by 12%, showcasing strong performance in the e-commerce channel.
- Stable Capital Expenditure: Capital spending totaled $4.3 million in the current quarter, slightly up from $4.1 million in the prior year period, reflecting ongoing investments in innovation and market expansion.
See More
Johnson Outdoors Inc. to Hold Annual Shareholders Meeting Virtually
- Annual Meeting Schedule: Johnson Outdoors Inc. will hold its Annual Shareholders Meeting on February 26, 2026, in a completely virtual format, allowing shareholders to participate and vote conveniently.
- Shareholder Participation: Shareholders of record as of December 18, 2025, can join the meeting by visiting the designated website and entering their control number, ensuring transparency and interactivity.
- Information Disclosure: Relevant voting items will be provided in the Proxy Statement mailed to shareholders on January 9, 2026, ensuring that shareholders have adequate information before voting.
- Company Background: Johnson Outdoors Inc. is a leading global innovator in outdoor recreation equipment and technologies, with a portfolio of well-known brands across watercraft, fishing, diving, and camping sectors.
See More
Morgan Stanley Surpasses $8 Trillion AUM with 22.4% Dividend Growth
- Asset Management Breakthrough: Morgan Stanley has surpassed $8 trillion in assets under management, indicating strong growth potential in wealth management, which is expected to enhance the company's market position by 2026.
- Significant Dividend Growth: The company offers a dividend yield of 2.14%, and despite being relatively low, its 41% payout ratio and 22.4% five-year annualized growth rate demonstrate strong financial stability and attractiveness to investors.
- Optimistic Earnings Outlook: Morgan Stanley is set to report earnings on January 15, with analysts expecting Q4 revenue to exceed $17.4 billion, further solidifying investor confidence in the stock.
- Positive Technical Signals: The stock's 50-day and 200-day simple moving averages are trending upwards, and the MACD indicator shows strong buying signals, indicating a significant price increase over the past two sessions and suggesting future growth potential.
See More
Johnson Outdoors (JOUT) Earnings Call Transcript
See More
Johnson Outdoors Inc. Reports Q1 2026 Earnings with Strong Growth and Margin Improvement
- Significant Financial Improvement: Johnson Outdoors reported a loss before income taxes of $1.3 million in Q1 2026, a substantial reduction from $18.9 million in the prior year, primarily driven by revenue growth and margin improvement, indicating the company's ongoing efforts to enhance profitability.
- Gross Margin Increase: The gross margin for the quarter rose to 36.6%, up 6.7 percentage points year-over-year, mainly due to higher sales volumes and price increases, reflecting the company's successful strategies in cost control and operational efficiency.
- Innovation and E-commerce Driving Growth: The success rate of new products has improved, with e-commerce becoming the fastest-growing channel for the company; management emphasized continued investment in innovation and digital initiatives to capture market opportunities and drive long-term growth.
- Optimized Inventory Management: The company reduced its inventory levels by $17.7 million to $183.9 million compared to the previous year, demonstrating effective inventory management while maintaining a debt-free status and continuing dividend payments, enhancing financial stability.
See More
Johnson Outdoors Reports 31% Sales Growth but Wider Net Loss
- Sales Performance Surge: Johnson Outdoors reported a 31% year-over-year increase in net sales to $140.935 million, exceeding the $123.948 million estimate, indicating successful market stabilization and new product launches.
- Profitability Improvement: The company posted a GAAP net loss of $3.3 million, surpassing the $4.5 million estimate, yet operating loss narrowed to $2.9 million with gross margin improving from 29.9% to 36.6%, reflecting effective cost control and expense management.
- Segment Performance Variance: Fishing segment sales rose to $112.370 million with an operating profit of $7.520 million, while Camping & Watercraft Recreation sales reached $10.601 million with an increased operating loss of $1.118 million, highlighting performance disparities across segments.
- Financial Position and Outlook: As of January 2, 2026, Johnson Outdoors reported cash and short-term investments of $130.731 million and reduced inventory to $183.940 million, while actively managing costs to enhance business resilience despite trade policy risks.
See More
Johnson Outdoors Q1 Earnings Beat Expectations with Strong Revenue Growth
- Strong Earnings Report: Johnson Outdoors reported a Q1 GAAP EPS of -$0.33, beating expectations by $0.12, indicating resilience despite ongoing losses.
- Significant Revenue Growth: The company achieved revenue of $140.94 million, a 30.9% year-over-year increase, surpassing market expectations by $16.99 million, highlighting the success of new product launches and inventory management.
- Segment Performance: Fishing revenue surged by 36%, primarily due to successful new product launches and improved trade inventory levels, while Camping and Watercraft Recreation sales rose by 12%, showcasing strong performance in the e-commerce channel.
- Stable Capital Expenditure: Capital spending totaled $4.3 million in the current quarter, slightly up from $4.1 million in the prior year period, reflecting ongoing investments in innovation and market expansion.
See More
Johnson Outdoors Inc. to Hold Annual Shareholders Meeting Virtually
- Annual Meeting Schedule: Johnson Outdoors Inc. will hold its Annual Shareholders Meeting on February 26, 2026, in a completely virtual format, allowing shareholders to participate and vote conveniently.
- Shareholder Participation: Shareholders of record as of December 18, 2025, can join the meeting by visiting the designated website and entering their control number, ensuring transparency and interactivity.
- Information Disclosure: Relevant voting items will be provided in the Proxy Statement mailed to shareholders on January 9, 2026, ensuring that shareholders have adequate information before voting.
- Company Background: Johnson Outdoors Inc. is a leading global innovator in outdoor recreation equipment and technologies, with a portfolio of well-known brands across watercraft, fishing, diving, and camping sectors.
See More
Morgan Stanley Surpasses $8 Trillion AUM with 22.4% Dividend Growth
- Asset Management Breakthrough: Morgan Stanley has surpassed $8 trillion in assets under management, indicating strong growth potential in wealth management, which is expected to enhance the company's market position by 2026.
- Significant Dividend Growth: The company offers a dividend yield of 2.14%, and despite being relatively low, its 41% payout ratio and 22.4% five-year annualized growth rate demonstrate strong financial stability and attractiveness to investors.
- Optimistic Earnings Outlook: Morgan Stanley is set to report earnings on January 15, with analysts expecting Q4 revenue to exceed $17.4 billion, further solidifying investor confidence in the stock.
- Positive Technical Signals: The stock's 50-day and 200-day simple moving averages are trending upwards, and the MACD indicator shows strong buying signals, indicating a significant price increase over the past two sessions and suggesting future growth potential.
See More
