史密斯威森Q1业绩会聚焦新产品与法规机遇,股价跑赢板块

Group 1 - The core focus of the earnings call was on new product launches and regulatory changes that present market opportunities for the company [1] - The company is expanding its lever-action rifle product line and plans to introduce more caliber models to drive sales growth [1] - The suppressor market may see increased demand due to new laws effective January 2026, with early promotional activities showing positive responses [1] Group 2 - In the recent stock performance, the company's share price fluctuated by 1.38% over the week, with a high of $11.94 and a low of $11.33 [2] - The latest closing price on February 11 was $11.79, reflecting a slight increase of 0.08%, outperforming the aerospace and defense sector which declined by 1.33% during the same period [2] Group 3 - For Q1 of fiscal year 2026, the company reported revenues of $85.08 million, a year-over-year decline of 1.84%, and a net loss of $3.41 million with a gross margin of 25.95% [3] - Management anticipates a sales decline of 3% to 5% in Q2 compared to the same period in fiscal year 2025, while handgun shipments are expected to increase by 35% [3] - Operating expenses may rise by 20%, partly due to profit-sharing and promotional activities [3]