SWBISMITH & WESSON BRANDS, INC.
Ordnance & Accessories, (no Vehicles/guided Missiles)
- Revenue
- $524M
- 10% YoY
- Operating margin
- 5.6%
- 11% YoY
- EBITDA
- $61M
- 8.6% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear618% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear20% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $864M | $479M | $536M | $475M | $524M | 10% |
| Operating income | $252M | $48M | $47M | $24M | $29M | 22% |
| Net income | $194M | $37M | $41M | $13M | $18M | 38% |
| Operating cash flow | $138M | $17M | $107M | −$7M | $114M | 1681% |
| Capex | $24M | $90M | $91M | $22M | $24M | 9.9% |
| Stock-based comp | $5M | $5M | $6M | $8M | $8M | 9.7% |
| Buybacks | $90M | $0 | $10M | $25M | $0 | 100% |
| Dividends | $15M | $18M | $22M | $23M | $23M | 0.6% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | — | — | 107 | 81 |
| FY2025 | — | — | 63 | 54 |
| FY2024 | — | — | 107 | 69 |
| FY2023 | — | — | 73 | 71 |
| FY2022 | — | — | 80 | 82 |