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Johnson Outdoors (JOUT) earnings and revenue breakdown

Latest: Q3 FY26 · 10-Q filed Aug 7, 2026 · Johnson Outdoors (JOUT) Q3 FY26 earnings results →

Q3 FY26 Revenue up 5% year over year to $190M · 8¢ of every $1 of revenue kept as net profit · operating margin 9.7%

Johnson Outdoors made $190M in Q3 FY26 (+5% Y/Y): Fishing $150M, Diving $23.3M, Camping & Watercraft Recreation $16.4M. Operating margin 9.7%, net earnings $14.9M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 7, 2026.

Revenue$190M
Year over year+5%
Operating margin9.7%
Net earnings$14.9M
Operating cash flow$77.7M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $189.7M in Q3 FY26, up 5% year over year and down 2% from the previous quarter. Fishing was the largest line at 79% of revenue. Fishing added $9.3M year over year (up 7%), 102% of the total change. Camping & Watercraft Recreation declined 13%.

Gross margin was 45.3%, up 7.7 points from Q3 FY25. Operating profit was $18.3M, a 9.7% margin (up 5.6 points year over year). Of the extra revenue versus Q3 FY25, 121% reached operating profit, above the 4% margin then. Operating expenses grew 12% against revenue growth of 5%. The fastest-growing cost line was Research & development (+14%). Net earnings were $14.9M, up 93% year over year. The effective tax rate was 35.8%. Non-operating items added $4.9M, 21% of pre-tax earnings, so the bottom line overstates operating performance.

Operating cash flow was $77.7M (up 9% year over year), 520% of net earnings. Non-cash charges added back $4.9M of depreciation and amortization and $1.0M of share-based compensation. Working capital and other items added $56.9M. Capital expenditures of $5.9M left free cash flow of $71.8M.

Quarterly history

Johnson Outdoors revenue by quarterJohnson Outdoors revenue by quarter$106MQ4 FY24$168MQ2 FY25$181MQ3 FY25$136MQ4 FY25$141MQ1 FY26$194MQ2 FY26$190MQ3 FY26
Johnson Outdoors net earnings by quarterJohnson Outdoors net earnings by quarter−$34.3MQ4 FY24$2.3MQ2 FY25$7.7MQ3 FY25−$29.1MQ4 FY25−$3.3MQ1 FY26$9.4MQ2 FY26$14.9MQ3 FY26
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 FY2610-QAug 7, 2026$190M+5%9.7%$14.9M$77.7M
Q2 FY2610-QMay 8, 2026$194M+16%5.3%$9.4M−$12.3M
Q1 FY2610-QFeb 6, 2026$141M+31%-2.1%−$3.3M−$38.4M
Q4 FY2510-KDec 12, 2025$136M+28%-6.0%−$29.1M$23.4M
Q3 FY2510-QAug 1, 2025$181M+5%4.1%$7.7M$71.4M
Q2 FY2510-QMay 2, 2025$168M-4%2.9%$2.3M−$1.7M
Q4 FY2410-KDec 11, 2024$106M+10%-40.4%−$34.3M$19.1M

Charts

Johnson Outdoors: revenue growth, year over year and quarter over quarterJohnson Outdoors: revenue growth, year over year and quarter over quarterY/YQ/Q+10%Q4 FY24-4%+59%Q2 FY25+5%+7%Q3 FY25+28%-25%Q4 FY25+31%+4%Q1 FY26+16%+38%Q2 FY26+5%-2%Q3 FY26
Latest (Q3 FY26): Y/Y +5%, Q/Q -2%.
Johnson Outdoors: where the cash came from (+) and went (−), TTM to Q3 FY26Johnson Outdoors: where the cash came from (+) and went (−), TTM to Q3 FY26Operating cash flow$50.4MCapital spending−$20.5MCash drawn (+) / kept (−)−$16.6MDividends−$13.6MOther investing$2.3MExchange rates−$1.9MBuybacks−$118KAsset & business sales$21KShares issued−$1K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Johnson Outdoors: profit against cash, quarter by quarterJohnson Outdoors: profit against cash, quarter by quarterNet incomeOperating cash flow−$34.3M$19.1MQ4 FY24−$15.3M−$36.9MQ1 FY25$2.3M−$1.7MQ2 FY25$7.7M$71.4MQ3 FY25−$29.1M$23.4MQ4 FY25−$3.3M−$38.4MQ1 FY26$9.4M−$12.3MQ2 FY26$14.9M$77.7MQ3 FY26
Latest (Q3 FY26): Net income $14.9M, Operating cash flow $77.7M.
Johnson Outdoors: diluted shares by fiscal yearJohnson Outdoors: diluted shares by fiscal year10MFY2010MFY2110MFY2210MFY2310MFY2410MFY25
+2.0% since FY20: more shares outstanding (issuance, stock pay).
Johnson Outdoors in its industry: growth against margin (13 companies, SIC 3949)Johnson Outdoors in its industry: growth against margin (13 companies, SIC 3949)revenue growth, year over year →↑ operating marginmedian +2%median 10%GOLFPTONYETICALYSBDSCLARESCAAOUTTRUGBWMGNWTGODRSJOUT (+5%, 10%)
Sporting & Athletic Goods, NEC; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Johnson Outdoors

Johnson Outdoors is a leading global manufacturer and marketer of branded seasonal, outdoor recreation products used primarily for fishing from a boat, diving, paddling, hiking and camping. The Company’s portfolio of well-known consumer brands has attained leading market positions due to innovation, marketing excellence, product performance and quality. Company values and culture support innovation in all areas, promoting and leveraging best practices and synergies within and across its subsidiaries to advance the Company’s strategic vision set by executive management and approved by the Board of Directors. The Company is controlled by Helen P. Johnson-Leipold (Chairman and Chief Executive Officer), members of her family and related entities.

In its own words, from its 10-K, filed Dec 12, 2025.

Johnson Outdoors against its Sporting & Athletic Goods, NEC peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +5% against the peers' median +2%. Operating margin: 9.7% against the peers' median 10.2%.

CompanyQuarterRevenueY/YOp. margin
JOUT Johnson OutdoorsQ3 FY26$190M+5%9.7%
GOLF Acushnet HoldingsQ3 2026$649M-1%12.4%
PTON Peloton InteractiveQ1 FY27$559M+2%20.8%
YETI Yeti HoldingsQ2 2026$484M+8%19.3%
CALY Callaway GolfQ3 2026$437M-6%10.2%
SBDS Solo BrandsQ2 2026$88.5M-4%4.0%
CLAR ClarusQ3 2026$71.2M+3%4.7%
ESCA EscaladeQ3 2026$65.6M-3%13.2%
AOUT American Outdoor BrandsQ1 FY27$37.3M+25%-5.7%

Source: Johnson Outdoors 10-Q on SEC EDGAR · CIK 788329 · Sporting & Athletic Goods, NEC

13F: who owns JOUT and who is buying

Largest holders of JOUT (13F)Largest holders of JOUT (13F)Johnson Financial Group$43.8MBlackRock$23.0MGamco Investors, Inc. et Al$19.7MDimensional Fund Advisors LP$17.6MFirst Eagle Investment Management…$14.8MVanguard Group$12.9MWallace Capital Management$11.4MVanguard Capital Management LLC$10.7MAcadian Asset Management LLC$9.2MGoldman Sachs Group$8.9M
Funds' net buying of JOUT by quarter (13F)Funds' net buying of JOUT by quarter (13F)$3.0M2024-09$602K2024-12$2.9M2025-03−$831K2025-06−$7.2M2025-09−$1.1M2025-12−$26.8M2026-03$16.5M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on JOUT

History

Every quarter: Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results · Q3 FY25 results · Q2 FY25 results · Q4 FY24 results

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