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Sturm, Ruger & Company — Third Quarter 2026 Earnings Summary

  • Net sales for Q3 2026 reached $147.6 million, up 16.5% year-over-year, while diluted EPS rose to $0.36 from $0.10 in Q3 2025; year-to-date net sales totaled $447 million (up 13%) and adjusted diluted EPS reached $1.23.
  • Profitability metrics surged with gross margin expanding to 20.7% from 15.1% and adjusted EBITDA increasing 401.9% year-over-year to $14.3 million for the quarter.
  • Management announced the suspension of production for product families representing approximately $25 million in revenue to reduce complexity and improve efficiency, with plans to potentially redesign and reposition these items.
  • Full-year 2026 capital expenditures are expected to be approximately $30 million to fund new product introductions, capacity expansion, and manufacturing upgrades, alongside a declared quarterly dividend of $0.18 per share.
  • The company maintains a debt-free balance sheet with $101.4 million in cash and short-term investments, while executing its 2026 Plan and building capabilities for the Ruger 2030 strategy.
Company
STURM RUGER & CO INC
Sector
Industrials
Industry
Aerospace & Defense