American Outdoor Brands Q1 Earnings Call Highlights

American Outdoor Brands Q1 Earnings Call Highlights

Strong first-quarter performance: Fiscal 2027 Q1 net sales rose 25.4% year over year to $37.3 million, while adjusted EBITDA improved to $4.3 million from a $3.1 million loss.

Growth was broad-based across outdoor lifestyle, shooting sports, traditional retail, e-commerce and international markets.

Innovation boosted demand and margins: New products accounted for 36% of sales, while gross margin expanded 630 basis points to 53%.

Management highlighted Caldwell’s Claymore and ClayCopter platforms and growing subscription revenue from BUBBA smart products.

Outlook strengthened despite tariff risks: The company maintained fiscal 2027 sales guidance of $200 million to $210 million but raised adjusted EBITDA guidance to $14.5 million-$17.5 million.

Tariff-related costs are expected to begin affecting results later in the third quarter and more fully in the fourth quarter.

American Outdoor Brands NASDAQ: AOUT reported a strong start to fiscal 2027, with first-quarter net sales rising 25.4% year over year to $37.3 million and adjusted EBITDA improving to $4.3 million from a $3.1 million loss a year earlier.

The company maintained its full-year sales outlook while raising its adjusted EBITDA guidance, citing higher-margin product and channel mix, new-product demand and operating discipline.

President and CEO Brian Murphy said the quarter reflected healthy retailer and consumer demand, growth across both the outdoor lifestyle and shooting sports categories, and continued benefits from the company’s innovation strategy.

First-quarter sales increased from $29.7 million in the prior-year period.

Management noted that the prior-year first quarter had been affected by approximately $6 million in retailer orders accelerated into the fourth quarter of fiscal 2025.

After accounting for that comparison, American Outdoor Brands said sales increased approximately 4.3% from the prior-year quarter.

Outdoor lifestyle sales rose 34.4% year over year.

Shooting sports sales increased 15.3%.

Traditional-channel sales grew 28.4%.

E-commerce sales increased 20.1%.

Domestic sales rose 24.9%, while international sales increased 32.7%, or about $600,000, driven largely by Canada and Europe.

Murphy said results included higher sales with the company’s largest e-commerce retailer and largest mass retailer, as well as increased direct-to-consumer website sales and international demand.

He added that American Outdoor Brands recorded its sixth consecutive quarter of year-over-year point-of-sale growth, with POS up 6% in outdoor lifestyle and 3% in shooting sports.

The company’s key growth brands—BOG, BUBBA, Caldwell, Grilla and MEAT! Your Maker—collectively posted year-over-year sales growth.

New products represented 36% of first-quarter net sales, exceeding the company’s historical range of 20% to 25%.

Murphy highlighted Caldwell’s Claymore and ClayCopter product platforms as examples of the company’s product-development approach.

Caldwell expanded into shotgun shooting with Claymore, designed to address mobility and power limitations associated with traditional clay throwers, and ClayCopter, a portable launcher with biodegradable targets designed to mimic bird flight.

American Outdoor Brands has more than 30 patents or pending ...