NASDAQ$POWW

Ammo Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Delivered nearly $11.9M in revenue with expanded gross margin and a narrower net loss as the company pivoted to a marketplace-only model.

Outdoor Holding Company (formerly AMMO, Inc.) reported Q1 FY26 net revenues of $11,857,376, gross margin of 87.2%, and a net loss attributable to common shareholders of $7,232,459; Adjusted EPS was $0.02 as the business transitioned to a focused GunBroker.com marketplace strategy.

  • Revenue was $11,857,376 with cost of revenues of $1,522,398, driving gross profit of $10,334,978 and an 87.2% gross margin.
  • Loss from operations narrowed to $6,010,675 and net loss from continuing operations to $5,862,693; total diluted EPS was -$0.06.
  • Adjusted EBITDA reached $3,138,115 and Adjusted EPS was $0.02, reflecting improved mix and cost controls.
  • Liquidity strengthened with $63,363,812 in cash and cash equivalents at quarter-end.

Headline financials

Total Revenue

$11.9M

Previous: $31M-61.7%
EPS (adj)

$0.02

Previous: -$0.07+128.6%
Gross Profit Margin

87.2%

Previous: 85.8%+1.6%
Adjusted EBITDA

$3.14M

Previous: $4.11M-23.7%
Average Order Value Growth

$444.00

Previous: $425.00+4.5%
Capital Expenditures

-$890K

Previous: -$1.42M+37.3%
Free Cash Flow

-$489K

Previous: -$1.97M+75.2%
Net Income

-$6.46M

Previous: -$7.06M+8.5%
Operating Income

-$6.01M

Previous: -$9.68M+37.9%
Gross Profit

$10.3M

Previous: $9.79M+5.6%

Revenue & EPS history

Ammo · Revenue · Quarterly

$11.9M

Q1 2026-61.7%vs Q1 2025
Beat estimate in 5 of 12 quarters(42%)
ActualEstimate

Forward guidance

Management is focused on scaling the GunBroker.com marketplace, reducing SG&A via restructuring, and launching universal payment processing, while acknowledging macro headwinds and elevated legal/compliance costs expected to abate over the next 12–18 months.

Tailwinds

  • Singular focus on scaling the GunBroker.com marketplace following ammunition divestiture.
  • Planned universal payment processing to increase GMV and high-margin revenue.
  • Restructuring initiatives aimed at lowering SG&A and improving cash flow.
  • Platform enhancements in search, seller tools, and personalization to lift conversion and AOV.
  • Strong liquidity with over $63M in cash to reinvest in growth.

Headwinds

  • Broader macro softness in firearms-related consumer demand.
  • Elevated legal, compliance, and investigation-related costs near term.
  • Winding down residual costs from ammunition operations increases corporate SG&A in the short run.
  • Uncertainty around timing of legal cost reductions (estimated 12–18 months).
  • Revenue headwinds persist even as margin improves.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.0%

Avg return

Earnings day

-3.1%

Avg return

5 days after

-4.4%

Avg return

30 days after

33%

11 / 33 earnings

Positive

+16.2%

Q3 2018

Best reaction

-28.1%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-0.5%+5.4%
Q3 2026+7.1%+12.5%+20.2%
Q2 2026+5.6%+9.8%+27.6%
Q4 2025-3.4%-3.4%-2.0%
Q1 2026+0.9%+12.3%+26.3%
Q2 2025-2.4%-21.5%-24.4%
Q3 2025-5.2%-12.6%-27.2%
Q1 2025-3.8%-7.6%-10.8%
Q4 2024-28.1%-24.9%-33.3%
Q3 2024+16.2%+13.0%+14.8%
Q2 2024-17.1%-14.8%-23.2%
Q1 2024+1.0%-1.0%+0.0%
Q4 2023+12.4%+9.0%+1.9%
Q3 2023-11.9%-6.3%-15.8%
Q1 2023-20.5%-27.1%-39.5%
Q4 2022-6.1%+1.2%+19.0%
Q3 2022+1.7%-10.9%-1.5%
Q2 2022-2.5%-10.8%-20.2%
Q1 2022-0.7%+0.0%-10.9%
Q4 2021+14.8%-5.2%-12.7%
Q3 2021-15.7%-17.4%-38.4%
Q2 2021-0.9%-0.9%+52.8%
Q1 2021-10.7%-10.7%-12.5%
Q3 2020+9.2%+9.2%+12.8%
Q2 2020-16.4%-6.7%+6.7%
Q1 2020-2.5%+0.0%-14.0%
Q4 2019-0.9%-5.0%-9.9%
Q3 2019-1.6%-8.0%-17.3%
Q2 2019-0.6%-11.0%-4.8%
Q1 2019-3.0%-14.0%-24.7%
Q3 2018+16.2%+18.2%+20.1%
Q4 2018+5.6%+18.9%+33.3%
Q3 2017-3.3%+8.3%-33.3%
Q2 2017
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Q4 2016
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Q4 2015
Q3 2015
Q2 2015
Q1 2015
Q4 2014
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Q2 2014
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Q4 2013
Q3 2013
Q2 2013
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Q4 2012
Q3 2012
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Q4 2011
Q3 2010
Q2 2010
Q1 2010
Q4 2010

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