NASDAQ$JOUT

Johnson Outdoors Inc. · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Reported lower sales and earnings year over year for the first fiscal quarter.

Johnson Outdoors reported a decline in sales and earnings for the first fiscal quarter ending December 31, 2021, with net sales decreasing by 7% to $153.5 million compared to the prior year. Despite strong demand, the company faced challenges in managing supply chain issues and uncertainties related to the pandemic.

  • Net sales decreased by 7% to $153.5 million compared to the prior year's record-high first fiscal quarter, but were 20% above the pre-pandemic December 2019 quarter.
  • Operating profit was $13.8 million, down from $23.6 million in the prior year.
  • Gross margin declined to 39.5% due to increased costs of raw materials and freight.
  • Net income was $10.9 million, or $1.07 per diluted share, compared to $19.8 million, or $1.96 per diluted share in the previous year.

Headline financials

Total Revenue

$154M

Previous: $166M-7.3%
EPS (adj)

$1.07

Previous: $1.96-45.4%
Free Cash Flow

$10.9M

Previous: $19.8M-45.3%
Net Income

$10.9M

Previous: $19.8M-45.3%
Operating Income

$13.8M

Previous: $23.6M-41.6%
Gross Profit

$60.6M

Previous: $75M-19.2%
Cash & Equivalents

$167M

Previous: $196M-14.5%
Total Assets

$672M

Previous: $577M+16.5%

Revenue & EPS history

Johnson Outdoors · Revenue · Quarterly

$154M

Q1 2022-7.3%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Forward guidance

The company is focused on managing ongoing supply chain challenges and uncertainties associated with the pandemic, while taking necessary steps to mitigate the impact on the business, including maintaining higher-than-normal inventory levels, seeking alternative sources of supply, and implementing price increases where appropriate.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.3%

Avg return

30 days after

41%

26 / 64 earnings

Positive

+18.0%

Q4 2022

Best reaction

-17.8%

Q1 2014

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026-0.4%-26.2%-16.5%
Q1 2026-3.1%+1.0%-5.4%
Q4 2025-0.5%+1.9%+2.4%
Q2 2025+3.0%+1.9%+14.6%
Q1 2025-9.0%-10.6%-20.3%
Q4 2024+2.3%+10.9%-0.2%
Q3 2024-10.3%-10.5%-9.6%
Q2 2024-11.7%-10.9%-14.6%
Q1 2024-3.5%-3.7%+0.3%
Q4 2023-14.9%-13.9%-11.0%
Q3 2023+1.9%+2.2%-1.9%
Q2 2023+5.0%+6.1%+4.1%
Q1 2023-9.5%-8.3%-11.0%
Q4 2022+18.0%+17.3%+18.1%
Q3 2022-1.1%-0.3%-12.4%
Q2 2022-17.0%-13.6%-13.0%
Q1 2022-2.5%+1.3%-4.3%
Q4 2021+0.3%+2.2%-6.2%
Q3 2021+3.4%+0.4%-4.4%
Q2 2021-7.4%-11.7%-15.6%
Q1 2021+7.9%+7.8%+17.7%
Q4 2020+8.2%+8.9%+29.6%
Q3 2020-3.9%-6.8%-10.0%
Q2 2020+8.1%+11.1%+31.6%
Q1 2020-2.0%-3.2%-18.3%
Q4 2019+17.6%+16.7%+16.7%
Q3 2019-4.5%-9.9%-15.8%
Q2 2019+11.5%+7.8%-4.0%
Q1 2019-2.0%-3.4%+7.0%
Q4 2018-6.0%-11.1%-12.6%
Q3 2018+15.6%+18.7%+27.3%
Q2 2018+12.6%+16.2%+18.0%
Q1 2018+11.4%+10.2%+3.6%
Q4 2017-13.0%-16.6%-13.5%
Q3 2017+9.7%+11.7%+20.7%
Q2 2017+16.1%+29.7%+25.9%
Q1 2017-7.7%-8.5%-0.4%
Q4 2016-15.3%-16.3%-20.3%
Q3 2016-8.3%-6.6%+15.4%
Q2 2016+13.3%
Q1 2016-3.2%
Q4 2015-3.9%
Q3 2015+15.2%
Q2 2015-1.3%
Q1 2015-5.1%
Q4 2014-0.5%
Q3 2014+5.5%
Q2 2014-2.1%
Q1 2014-17.8%
Q4 2013-4.0%
Q3 2013+3.8%
Q2 2013-2.3%
Q1 2013+0.4%
Q4 2012-1.0%
Q3 2012-0.8%
Q2 2012-5.2%
Q1 2012+7.0%
Q4 2011-5.1%
Q3 2011+13.1%
Q2 2011+5.6%
Q1 2010+4.5%
Q4 2010-1.1%
Q3 2010-1.3%
Q2 2010+0.0%

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