American Outdoor Brands - W/I

Q4 FY2026 EarningsFY26 Q4 results significantly missed consensus on the top line, with revenue of $42.2M (implied) vs. $48.4M expected, though full-year gross margin of 44.7% outperformed the 38.3% forecast. A $10M pull-forward of orders into FY25 created a difficult YoY comparison, masking 4% positive POS growth. Management issued strong FY27 revenue guidance of $200M-$210M, well above the implied FY26 run rate, signaling a return to growth driven by innovation and stabilizing e-commerce demand.