earnings
confidence high
sentiment positive
materiality 0.60
Stran & Co Q3 sales $28.1M (+8.2%), gross margin 33.3%; nine-month net income $1.1M vs $1.0M loss
Stran & Company, Inc.
2026-Q3 EPS reported
$0.06
revenue$92,706,000
- Q3 sales $28.1M (+8.2% YoY); gross profit $9.4M (+32.4%); gross margin 33.3% vs 27.2%, up ~610 bps, aided by a ~$0.2M tariff refund that may not recur.
- Q3 net income ~$35,000 vs a $1.2M net loss a year ago; EBITDA $0.3M vs $(1.1)M. Nine months: net income $1.1M vs $1.0M loss; EBITDA $1.8M vs $(0.4)M.
- Stran Loyalty Solutions Q3 gross profit $3.0M (+92.4%), operating income $0.7M vs a $0.4M loss; SLS sales $9.6M (+15.4%). Stran segment sales $18.5M (+4.7%).
- Nine-month sales $92.7M (+6.3%), gross profit $29.0M (+14.2%), margin 31.3% vs 29.1%; operating cash flow $1.8M vs $4.8M used in the prior-year period.
- Cash, equivalents and investments $12.6M at September 30, 2026; repurchased ~109,000 shares in Q3. CEO Andy Shape cites entering its "next phase of growth."