The broad-based revenue growth and margin expansion signal a strong operational turnaround. With no forward guidance provided, traders should watch the upcoming 10-Q filing for any management outlook on sustainability and monitor consumer spending trends in outdoor recreation.
Price Chart
Executive Summary
Johnson Outdoors reported strong Q2 fiscal 2026 results with revenue up 16% YoY to $194.5M and diluted EPS of $0.89, compared to $0.22 in the prior year. Gross margin expanded 380bps to 38.8%, and operating income more than doubled to $10.3M. No consensus estimates were provided for this quarter, but the year-over-year improvement is significant across all segments, led by Fishing (+18%).
Key Financial Metrics
Key Facts
- Q2 revenue $194.5M, +16% YoY vs $168.3M
- Diluted EPS $0.89 vs $0.22 YoY
- Gross margin 38.8% vs 35.0% YoY
- Operating income $10.3M vs $4.9M YoY
- Fishing segment revenue +18%, Diving +9%, Camping & Watercraft +1%
- Cash and short-term investments $107.9M, +$13.9M YoY
Financial Impact
Revenue increased $26.2M YoY, EPS rose $0.67, gross margin expanded 380bps to 38.8%
Risk Factors
- CFO noted increased cost pressures and modest inventory build ahead of selling season
- Macroeconomic uncertainty could impact discretionary consumer spending
- No forward guidance provided; sustainability of growth unconfirmed
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290922 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 25, 2026 4w ago | 8-K | $44.43 $45.00 | ▲ +1.28% | ▲ +2.76% | $45.24 (+1.82%) |
Sep 25, 2026 4w ago | Press Release | $44.43 $45.00 | ▲ +1.28% | ▲ +2.76% | $45.24 (+1.82%) |
Aug 7, 2026 11w ago | 8-K | $48.22 $46.30 | ▼ −3.98% | ▼ −3.58% | $45.24 (−6.18%) |
Jul 23, 2026 13w ago | Press Release | $45.77 | awaiting T+20 | — | $45.24 (−1.16%) |
Jun 12, 2026 19w ago | Institutional Cluster | $46.80 $44.25 | ▼ −5.45% | ▼ −7.23% | $45.24 (−3.33%) |
May 29, 2026 21w ago | 8-K | $44.76 $45.80 | ▲ +2.32% | ▲ +4.12% | $45.24 (+1.07%) |
May 29, 2026 21w ago | Press Release | $44.76 $45.80 | ▲ +2.32% | ▲ +4.12% | $45.24 (+1.07%) |
May 8, 2026 24w ago | 8-K | $51.41 $44.84 | ▼ −12.78% | ▼ −12.80% | $45.24 (−12.00%) |
May 8, 2026 24w ago | Press Release | $51.41 $44.84 | ▼ −12.78% | ▼ −12.80% | $45.24 (−12.00%) |
Apr 24, 2026 26w ago | Press Release | $51.60 $42.93 | ▼ −16.80% | ▼ −20.83% | $45.24 (−12.33%) |
US Market Status
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