GrabAGun Digital Holdings Earnings Call Transcripts
Fiscal Year 2026
-
Q2 revenue grew 9% year-over-year to $23.2 million, with gross margin expanding to 13.5% and strong growth in both firearms and non-firearms sales. PEW Logistics continues to scale, and a leadership transition was announced as the company maintains a strong balance sheet and disciplined growth strategy.
-
Q1 2026 revenue rose 11.1% year-over-year to $25.9M, with strong firearms sales and margin gains. PEW Logistics launched with two manufacturers, and the company maintained over $106M in cash while investing in growth and returning capital to shareholders.
Fiscal Year 2025
-
Q4 and full year 2025 saw double-digit revenue growth, margin expansion, and strong cash flow, driven by digital engagement, new platform launches, and disciplined capital allocation. PEW Logistics and recurring revenue initiatives position the business for continued outperformance.
-
Q3 2025 revenue grew 10% year-over-year to $22.3 million, with strong gains in firearms and mobile channels, and gross margin rising to 11%. Despite a net loss due to one-time public listing costs, the company remains well-capitalized and expects continued revenue and margin growth in Q4.