NASDAQ$JOUT

Johnson Outdoors Inc. · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Johnson Outdoors experienced lower sales and earnings due to supply chain challenges.

Johnson Outdoors reported a decrease in net sales by 8% to $189.6 million and a decrease in net income to $9.9 million, or $0.97 per diluted share, due to ongoing global supply chain challenges and increased costs.

  • Net sales decreased by 8% compared to the prior year's second fiscal quarter.
  • Operating profit was $15.4 million, down from $36.0 million in the prior year.
  • Gross margin was 36.2%, a decrease of 9 points primarily due to increased materials and freight costs.
  • Net income was $9.9 million, or $0.97 per diluted share, compared to $27.8 million, or $2.74 per diluted share in the previous year.

Headline financials

Total Revenue

$190M

Previous: $206M-8.0%
EPS (adj)

$0.97

Previous: $2.74-64.6%
Free Cash Flow

$9.9M

Previous: $27.8M-64.4%
Net Income

$9.9M

Previous: $27.8M-64.4%
Operating Income

$15.4M

Previous: $36M-57.2%
Gross Profit

$68.6M

Previous: $93.3M-26.5%
Cash & Equivalents

$113M

Previous: $187M-39.4%
Total Assets

$669M

Previous: $619M+8.0%

Revenue & EPS history

Johnson Outdoors · Revenue · Quarterly

$190M

Q2 2022-8%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Forward guidance

The company expects supply chain challenges to continue through the second half of the fiscal year, impacting margins due to inflationary trends. They plan to maintain higher inventory levels and evaluate future pricing actions. The company's strong balance sheet enables investments to strengthen the business.

Tailwinds

  • Consumers continue to want to spend time outdoors.
  • Demand for products remains high across all segments.
  • Strategically maintaining higher inventory levels.
  • Seeking alternative sources for key components.
  • Strong balance sheet and cash position enable investments.

Headwinds

  • Ongoing global supply chain challenges are expected to continue.
  • Margins will continue to be impacted by pressure caused by the supply chain.
  • Inflationary trends are affecting the marketplace.
  • Unpredictable environment.
  • Increased materials and inbound freight costs.

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 Q2 2022

Historical avgQ2 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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