earnings
confidence high
sentiment positive
materiality 0.80
Johnson Outdoors Q3 EPS $1.42 vs $0.75; sales up 5% to $189.7M
JOHNSON OUTDOORS INC
- Net sales $189.7M (+5% YoY); operating income $18.3M vs $7.3M; net income $14.9M ($1.42 diluted EPS) vs $7.7M ($0.75).
- Gross margin 45.3% vs 37.6%; ~$15M tariff refunds aided margin; Fishing +7%, Diving +10%, Camping & Watercraft -13%.
- Fiscal YTD sales $525.1M (+15%), net income $21.1M ($2.00/diluted share) vs net loss $(5.2M) prior year.
- Cash/short-term investments $175.2M; capex $16.4M in quarter; quarterly dividend payable July 30, 2026 approved.
- CFO notes cautious cost outlook as tariff policies evolve; inventory increased to support demand.