Outdoor Holding Co (POWW) FY2026 10-K Annual Report

Filed: Jun 22, 2026
Industrials
Ordnance & Accessories, (No Vehicles/Guided Missiles)SEC EDGAR

Outdoor Holding Co (POWW) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Jun 22, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Outdoor Holding Co FY2026 10-K Analysis

Business Overview

  • Core business shifted from manufacturing ammunition to operating GunBroker, a leading firearms and outdoor sports e-commerce marketplace
  • New platform enhancements in FY 2026: Master FFL integration, AI-powered listing tool, expanded payment/escrow/shipping support, and enhanced compliance/security
  • Strategic divestiture: Sold Ammunition segment for $75M purchase price (net proceeds $42.9M), rebranded as Outdoor Holding Company post-sale
  • Marketplace scale: 8.8 million users, 4.43 million daily listings, supported by 32,000+ licensed firearms dealers as of March 31, 2026
  • Noteworthy risk: Heightened regulatory complexity and cybersecurity threats, including AI-enabled cyberattacks and evolving firearm compliance laws

Management Discussion & Analysis

  • Revenue $51.1M in FY26, up 3.5% YoY from $49.4M in FY25, driven by higher firearms sales on the Marketplace
  • Gross margin 87.2% in FY26 vs 86.9% in FY25; operating expenses down $51.8M due to lower settlements, legal fees, salaries
  • Best segment: Marketplace (continuing ops, revenue growth, margin improvement); Ammunition sold for net proceeds ~$42.9M (discontinued ops)
  • Cash $68.1M as of Mar 31, 2026, up $37.9M YoY; repurchased 513,925 shares for $1.0M; capex $2.9M for platform development; paid $3.0M in preferred dividends
  • FY27 outlook priorities: launch universal payments, increase GMV with AI, capitalize on Master FFL integration, opportunistic share repurchases, cost reductions, user enhancements

Risk Factors

  • Regulatory risk from evolving firearm laws in Colorado, Washington, Florida, and Oregon imposing higher age limits, waiting periods, and magazine restrictions, impacting sales demand
  • Geopolitical cyber threat risk from nation-state actors and affiliates increasing sophisticated cyberattacks targeting our digital marketplace and infrastructure
  • Operational risk due to dependence on third-party services for Master FFL dealer data and payment processing, impacting platform functionality and revenue
  • Competitive risk from direct-to-consumer firearm manufacturers (e.g., Palmetto State Armory, Ammunition Depot) bypassing marketplaces, reducing GunBroker’s market share
  • Financial risk from $32.5M total liabilities and potential dilution from share repurchase program and issuance of senior or pari-passu preferred stock affecting capital structure

Outdoor Holding Co FY2026 Key Financial Metrics
XBRL

Revenue

$51M

+3.5% YoY

Net Income

-$4M

+97.3% YoY

Gross Margin

87.2%

+33bp YoY

Operating Margin

-12.3%

+10857bp YoY

Net Margin

-6.9%

+25792bp YoY

ROE

-1.5%

+5742bp YoY

Total Assets

$267M

-10.0% YoY

EPS (Diluted)

$-0.05

+95.6% YoY

Operating Cash Flow

$963,847

+119.0% YoY

Source: XBRL data from Outdoor Holding Co FY2026 10-K filing on SEC EDGAR. All figures in USD.

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