JOUT · Johnson Outdoors Inc
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Aug 7, 2026TL;DR. Johnson Outdoors reported a 5% sales increase and sharply higher Q3 operating income driven by ~$15M in tariff refunds, with strength in Fishing (+7%) and Diving (+10%) offset by a 13% decline in Camping & Watercraft; the company remains debt-free with $175.2M in cash but does not expect additional meaningful tariff refunds and flagged higher raw material and operating expense pressures.
- + Q3 total company sales rose 5% to $189.7M, with Fishing up 7% and Diving up 10%.
- + Operating income jumped to $18.3M from $7.3M and gross margin expanded 7.7 points to 45.3%, helped by ~$15M of tariff refunds.
- − Camping & Watercraft Recreation sales fell 13% on weak marketplace conditions.
- − Management does not expect additional meaningful tariff refunds, leaving margins exposed to evolving tariff policy.
- − Operating expenses rose $7M (about 11.5%) on volume-related costs and variable compensation, pressuring earnings.
- − Inventory grew ~$24.5M to $188.3M, raising working capital risk if demand softens.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Capital spending | $16.4M | the current quarter | — |
| Effective tax rate | 35.8% | three months ended July 3, 2026 filing | — |
| Gross profit margin | 45.3% | three months ended July 3, 2026 filing | +20.5% |
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| Tariff refunds | $15M | the third quarter | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Leisure — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
JOUT
this stock
Johnson Outdoors Inc
|
$465.61M | +5.8% | -0.1% | — | 4.4% |
|
AS
Amer Sports, Inc.
|
$15.71B | -27.3% | — | — | 2.3% |
|
HAS
Hasbro, Inc.
|
$12.42B | +9.2% | +13.1% | 15.7 | 5.1% |
|
LTH
Life Time Group Holdings, Inc.
|
$8.93B | +54.2% | +14.3% | 21.7 | 5.0% |
|
GWKSY
Games Workshop Group Plc/Adr
|
$8.48B | -0.3% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| JOUT | +1.1% | -1.2% | -12.8% | +2.9% | +5.8% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +1.3% | -0.7% | -25.0% | +2.0% | -7.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.