)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
American Outdoor Brands (AOUT) investor relations material
American Outdoor Brands Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary9 Dec, 2025
Executive summary
Q2 FY2026 net sales were $57.2M, down 5% year-over-year, with gross margin at 45.6% and GAAP net income of $2.1M ($0.16/share); non-GAAP net income was $3.7M ($0.29/share).
Strong innovation and new product launches drove over 31% of net sales, with POS up 4% year-over-year.
The company operates an asset-light model, remains debt-free, and ended the quarter with $3.1M in cash.
Retailers are shifting to omnichannel models, with up to 20% of sales online for some partners, and omnichannel growth offsetting softness in online-only channels.
Outdoor Lifestyle brands, especially BOG, MEAT!, and BUBBA, showed strong POS growth, with November POS up 13%.
Financial highlights
Net sales: $57.2M, down 5% year-over-year; gross margin: 45.6%, down from 48% last year.
GAAP EPS: $0.16 (vs. $0.24 last year); non-GAAP EPS: $0.29 (vs. $0.37 last year).
Adjusted EBITDA: $6.5M (11.3% of net sales), down from $7.5M last year.
Operating income: $2.1M (3.7% margin), down from $3.1M (5.1% margin) last year.
Cash and cash equivalents at quarter-end: $3.1M; no outstanding debt.
Outlook and guidance
FY2026 net sales expected to decline 13–14% year-over-year, or ~5% when adjusting for prior-year order acceleration.
Q3 net sales expected to decline ~8% year-over-year.
Gross margin for Q3 and full year projected at 42–43%, reflecting tariff amortization.
Adjusted EBITDA for FY2026 expected at 4–4.5% of net sales, with improvement anticipated in fiscal 2027 as tariff mitigation takes effect.
Long-term goal to double net sales to $400M, targeting ~30% EBITDA margin above $200M in sales.
Explain FY26 gross margin decline due to tariffs
Impact of e-commerce channel shift on sales strategy
Future innovation: new categories or ecosystem build
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next American Outdoor Brands earnings date
Q3 20265 Mar, 2026
Next American Outdoor Brands earnings date
Q3 20265 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
American Outdoor Brands, Inc. is a designer, manufacturer, and marketer of outdoor products for rugged outdoor enthusiasts in the United States and internationally. The Company offers a range of products under several brands.
The Company's brands include Smith & Wesson®, M&P®, Thompson/Center ArmsTM, Knives and Tools, Hoppe's® gun care products and Crimson TraceTM laser sights. AOBC sells its products through a network of select dealers in the United States and an international dealer network consisting of distributors, retailers and dealers that sell to law enforcement agencies and retail channels. It also sells its products through sale or return networks, independent sales representatives and to the U.S. Department of Defense. American Outdoor Brands, Inc. was incorporated in 2020 and is headquartered in Columbia, Missouri.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage