NASDAQ$SWBI

Smith & Wesson Brands Inc · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

Smith & Wesson's Q2 2025 financial results were announced, revealing a mix of growth and challenges.

Smith & Wesson reported a 3.8% increase in net sales compared to the same quarter last year, driven by new product innovation. However, overall demand for firearms normalized late in the quarter, impacting expectations for the second half of the fiscal year. The company is focused on managing profitability and maintaining a strong balance sheet amidst a challenging demand environment.

  • Net sales reached $129.7 million, a 3.8% increase year-over-year.
  • Gross margin was 26.6%, compared to 25.4% in the prior year.
  • GAAP net income was $4.1 million, or $0.09 per diluted share.
  • Adjusted EBITDAS was $18.5 million, representing 14.3% of net sales.

Headline financials

Total Revenue

$130M

Previous: $125M+3.8%
EPS

$0.09

Previous: $0.14-35.7%
Gross Margin

26.6%

Previous: 25.4%+4.7%
Adjusted EBITDAS

$19.1M

Previous: $19.3M-1.0%
Adjusted EBITDAS Margin

15.0%

No prior period
Capital Expenditures

-$8M

Previous: -$67M+88.1%
Free Cash Flow

-$46.2M

Previous: -$29.2M-58.1%
Net Income

$4.13M

Previous: $2.5M+65.5%
Operating Income

$6.97M

Previous: $3.77M+85.0%
Gross Profit

$34.5M

Previous: $31.8M+8.8%
Cash & Equivalents

$39.1M

Previous: $44.2M-11.5%
Total Assets

$587M

Previous: $573M+2.5%
R&D Expense

$2.22M

Previous: $1.72M+28.8%
Stock-Based Comp

$1.87M

Previous: $1.48M+26.0%

Revenue & EPS history

Smith & Wesson · Revenue · Quarterly

$130M

Q2 2025+3.8%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Forward guidance

Smith & Wesson anticipates a decrease in top-line revenue for the third quarter of fiscal year 2025, projecting a 10-15% decline compared to the previous fiscal year.

Tailwinds

  • New Bodyguard 380 pistol and lever action rifles drove net sales.
  • The company authorized a new $50 million share repurchase program.
  • A new unsecured $175 million line of credit was secured, increasing available borrowings.
  • The board of directors authorized a $0.13 per share quarterly dividend.
  • Company expects to maintain and gain share through innovation.

Headwinds

  • Overall demand for firearms normalized late in the second quarter.
  • Consumer cautiousness with discretionary spending was more pronounced.
  • Second quarter results came in below expectations.
  • The company reduced expectations for the second half of fiscal 2025.
  • Top line is expected to be approximately 10-15% lower than fiscal 2024.

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 Q2 2025

Historical avgQ2 2025

+0.7%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.9%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+38.7%

Q1 2019

Best reaction

-33.3%

Q3 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+17.0%+21.1%
Q3 2026+18.7%+18.8%+26.0%
Q2 2026+23.3%+25.3%+12.0%
Q1 2026+6.7%+14.4%+20.7%
Q4 2025+0.0%-16.9%-22.4%
Q3 2025-10.9%-11.3%-17.1%
Q2 2025-23.0%-21.1%-28.7%
Q1 2025-9.8%-13.8%-9.8%
Q4 2024-12.5%-9.7%-6.3%
Q3 2024+32.0%+33.5%+34.6%
Q2 2024-11.3%-14.6%-5.8%
Q1 2024+7.5%+5.3%+19.7%
Q4 2023+15.5%+8.4%+9.3%
Q3 2023+4.3%+3.4%+12.0%
Q4 2022+25.5%+8.3%+3.7%
Q3 2022-13.4%-18.3%-14.7%
Q2 2022-27.4%-20.6%-20.9%
Q1 2022-8.5%-7.0%-13.3%
Q4 2021+13.6%+40.4%+20.1%
Q3 2021-1.5%+10.9%+11.3%
Q2 2021+2.8%+0.1%+14.7%
Q1 2021-12.6%-16.5%-20.4%
Q4 2020-2.4%+2.1%+18.7%
Q3 2020-33.3%-45.1%-27.1%
Q2 2020+1.9%+0.4%+3.1%
Q1 2020-19.2%-23.0%-19.3%
Q4 2019+4.5%-0.7%+3.9%
Q3 2019-10.8%-14.2%-12.9%
Q2 2019+19.2%+12.2%+9.7%
Q1 2019+38.7%+43.0%+53.5%
Q4 2018-2.2%-3.4%-20.3%
Q3 2018+8.4%+18.2%+14.7%
Q2 2018-5.1%-1.0%-13.1%
Q1 2018-17.8%-17.3%-7.3%
Q4 2017-5.9%-7.8%-13.1%
Q3 2017-3.2%-1.6%+1.9%
Q2 2017-9.5%-10.5%-9.6%
Q1 2017-1.6%-0.7%-5.5%
Q4 2016+10.1%+15.3%+32.0%
Q3 2016+7.0%
Q2 2016+5.9%
Q1 2016+13.1%
Q4 2015+2.6%
Q3 2015+5.1%
Q2 2015+3.2%
Q1 2015-13.7%
Q4 2014-7.8%
Q3 2014+2.6%
Q2 2014+3.3%
Q1 2014-7.0%
Q4 2013+1.5%
Q3 2013-5.2%
Q2 2013-6.3%
Q1 2013+15.4%
Q4 2012+17.9%
Q3 2012+28.4%
Q2 2012+21.0%
Q1 2012-8.4%
Q1 2011-8.4%
Q4 2011-8.4%
Q3 2011-11.8%
Q2 2011-3.5%
Q4 2010+1.0%
Q3 2009-12.4%

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