Smith & Wesson Brands, Inc. — Cyborg Score 5/10

Mixed
Aerospace & Defense / Firearms Manufacturing

Strategic Profile

New products accounted for nearly 40% of sales, highlighting the success of their innovation strategy. Smith & Wesson maintains a current ratio of 5.21, indicating strong liquidity. The debt-to-equity ratio is 0.36, suggesting a conservative approach to leverage. However, the company's revenue for the trailing twelve months stands at $471.4 million, with a three-year revenue growth rate of -16.4%.

Cyborg Score Rationale

While Smith & Wesson demonstrates strong liquidity and a robust product portfolio, challenges remain in terms of declining margins and revenue growth. Average selling prices (ASPs) increased by 3.5% year-over-year, with handguns up 2.1% and long guns up 10.2%. The company shows operational improvements but faces macro headwinds.

Top Insights

  • Smith & Wesson reported solid profitability with $15 million of EBITDAS on net sales of nearly $125 million. The company achieved a significant reduction in inventory, generating healthy operating cash flow of over $27 million in the quarter.
  • Q4 expected to be the strongest quarter, projecting high single-digit to low double-digit growth over Q3.
  • While tariff impacts might increase slightly, they are not expected to materially affect profitability.
  • The gun manufacturer's sales plummeted roughly 50% between its 2021 and 2023 fiscal years, and they have flatlined since.

Named Competitors

  • Precision Rifles and AR-15 platforms — Leading independent firearms manufacturer
  • Various firearm products — Diversified sporting products conglomerate
  • Remington brand firearms — Historic firearms manufacturer

Recent Developments

  • (February 2026) Q3 FY2026 earnings expected March 5, 2026
  • (December 2025) Q2 FY2026: $124.7M net sales, $1.9M net income ($0.04 EPS)
  • (September 2025) Q1 FY2026: Net loss of $3.4M on $85.1M sales; Facility relocation ongoing
  • (June 2025) Smith & Wesson Academy grand opening completed in Maryville, TN

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