Johnson Outdoors (JOUT) investor relations material

Company overview

• Operates 18 facilities in 15 countries with 1,300 employees and $592.4 million in FY2025 net sales.

• Founded over 55 years ago, now led by the fifth generation of the founding family.

• Focuses on innovative, high-quality outdoor products across fishing, diving, camping, and watercraft categories.

• Core values include trust, respect, innovation, and environmental stewardship.

• Vision is to be the most innovative outdoor equipment company making a positive impact.

Financial performance and strategy

• FY2025 net sales were $592.4 million, with $56.2 million cash from operations and no debt.

• FY2026 year-to-date net sales reached $525.1 million, with $21.1 million net income as of July 3, 2026.

• Maintains a pristine balance sheet with $176.4 million in cash and short-term investments.

• Average dividend yield increased to 3.0% in 2025, reflecting a commitment to shareholder returns.

• Margin expansion strategy focuses on manufacturing efficiency, cost reduction, and portfolio optimization.

Market position and brands

• Holds leadership in fishing (Minn Kota, Humminbird, Cannon), diving (SCUBAPRO), and camping/watercraft (Jetboil, Old Town) segments.

• Fishing segment led FY2025 with $459.2 million in net sales; diving and camping/watercraft contributed $75.5 million and $58.1 million, respectively.

• Products have won industry awards, such as the XPLORE Series at ICAST 2025 and ScubaLab Best Buy for SCUBAPRO.

• Jetboil is the top brand in camp cooking systems, and Old Town leads in watercraft innovation.

• Strong consumer-focused innovation drives brand loyalty and market leadership.