NASDAQ$JOUT

Johnson Outdoors Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Johnson Outdoors reported increased sales and net income compared to the prior year.

Johnson Outdoors announced a 7% increase in net sales to $202.1 million and a rise in net income to $14.9 million, or $1.45 per diluted share, for the second fiscal quarter ending March 31, 2023. The results were driven by improved supply chain conditions and increased travel in the Diving business, while the Camping and Watercraft Recreation businesses experienced softer markets.

  • Net sales increased by 7% to $202.1 million compared to the prior year.
  • Net income rose to $14.9 million, or $1.45 per diluted share, versus $9.9 million, or $0.97 per diluted share, in the previous year’s second quarter.
  • Gross margin improved to 37.3 percent, compared to 36.2 percent in the prior year quarter, due to price increases and efficiencies from increased sales volumes.
  • The company sold the Military and Commercial Tents product lines in the Camping segment for a gain of $6.6 million.

Headline financials

Total Revenue

$202M

Previous: $190M+6.6%
EPS (adj)

$1.45

Previous: $0.97+49.5%
Free Cash Flow

$14.9M

Previous: $9.9M+50.1%
Net Income

$14.9M

Previous: $9.9M+50.1%
Operating Income

$11.4M

Previous: $15.4M-26.2%
Gross Profit

$75.3M

Previous: $68.6M+9.8%
Cash & Equivalents

$108M

Previous: $113M-4.9%
Total Assets

$701M

Previous: $669M+4.8%

Revenue & EPS history

Johnson Outdoors · Revenue · Quarterly

$202M

Q2 2023+6.6%vs Q2 2022
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

The company remains focused on sustaining innovation leadership while monitoring consumer demand and navigating uncertainties in the marketplace.

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 2023

Historical avgQ2 2023

+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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