SWBI at a glance
SMITH & WESSON BRANDS, INC. (SWBI, SEC CIK 1092796) filed its latest 10-K annual report on June 17, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 16, 2026 and Form 4 insider filings as recently as September 17, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended April 30, 2026 (FY2026), SMITH & WESSON BRANDS, INC. (SWBI) reported revenue of $523.8 million (up 10.4% from FY2025) and net income of $18.5 million. Diluted EPS was $0.41.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding SMITH & WESSON BRANDS, INC. (SWBI) shares worth $265.4 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $523.8M
- +10.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $265.4M · +0 vs prior quarter
- Latest 8-K
- Sep 16, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Apr 30, 2026
Business Overview
- Core business model: Design and manufacture of firearms, firearm-related products, and manufacturing services under Smith & Wesson and Gemtech brands
- New product introductions in fiscal 2026: expanded Model 1854 Lever-Action Rifle calibers, new micro handgun variants (BodyGuard 2.0 series), steel frame M&P HD pistols, and innovative Gemtech Nebula 5.7 suppressor
- Strategic shift: Headquarters and significant operations relocation to Maryville, Tennessee completed in January 2024, consolidating distribution and manufacturing assets
- Quantitative metric: R&D spend increased to $10.3 million in fiscal 2026 from $9.6 million in prior year; total employees as of FY2026 at 1,386
- Noteworthy fact: Launch of Smith & Wesson Academy in Maryville, TN, including pistol range and 300-yard rifle range, serving as a hub for training, product testing, and customer events
Management Discussion & Analysis
- Revenue $523.8M, up 10.4% YoY ($49.2M increase from $474.7M in 2025); handguns up 18.8% ($62.5M), long guns down 13% ($13.5M)
- Gross margin 26.9% vs 26.8% YoY; operating margin 5.6% vs 5.0% YoY; net income $18.5M, up 37.7% from $13.4M (EPS diluted $0.41 vs $0.30)
- Best segment: handguns $394.4M, +18.8%; worst segment: long guns $90.5M, down 13%
- Cash from operations $114.2M vs $(7.2)M prior year; repaid $60.0M debt; dividends $23.2M; capex $23.7M with $40-45M expected in 2027; no stock repurchases in 2026
- Outlook: expect modest inventory growth in 2027; inflation to continue impacting costs; believe current capital and credit facilities adequate for 12+ months; risks include demand volatility and regulatory changes impacting firearms industry
Risk Factors
- Regulatory risk from ongoing enforcement under state "gun industry accountability" laws; company is defendant in an active civil lawsuit
- Geopolitical/macro exposure to tariffs and trade policy shifts; higher tariffs negatively impacted gross margin by ~100 basis points in fiscal 2026
- Operational risk from limited facilities in three locations; Springfield plant modernization risk with capital expenditures and disruption potential
- Competitive risk from private firearm makers with lower cost structures able to compete aggressively on price and new product introductions
- Financial concentration risk with two customers comprising 24.7% of net sales and 30.2% of accounts receivable as of April 30, 2026
AI summary of the SWBI 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Risk Factors
- No risk factors provided in the submitted text
- No newly added risk or material update identifiable
- Regulatory, operational, market, and financial risks not disclosed in the submitted text
AI summary of the SWBI 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- All six director nominees elected, with 24.6–24.8 million votes for each
- Say-on-pay approved, with 24,394,960 votes for and 465,311 against
Item 2.02: Results of Operations and Financial Condition
- Item 2.02 references the company’s website for accompanying disclosure
- Forward-looking statements carry no obligation for future updates
Item EX-99.1: Item EX-99.1
- Q1 fiscal 2027 sales $112.6M, up 32.3% year over year, signaling strong consumer and professional-channel demand
- GAAP EPS $0.06 versus $(0.08), with net income $2.6M reversing last year’s $3.4M loss
Item 7.01: Regulation FD Disclosure
- Investor day presentation provides management’s latest strategy and outlook for fiscal 2026
- Exhibit 99.1 contains the substantive investor-facing materials for assessing growth priorities and operating expectations
Item EX-99.1: Item EX-99.1
- FY26 shipments reached 1.1M firearms, up 12.7% year over year, supporting reported revenue of $523.8M
- New products generated 38.1% of FY26 revenue, highlighting innovation as the primary growth engine
AI summaries of SWBI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SWBI
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- Fund moves. Which tracked funds opened, added or cut SWBI, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BRITT ANITA D | A | Sep 15, 2026 | 9,071 | - |
| MONHEIT BARRY M | A | Sep 15, 2026 | 9,071 | - |
| Lohmeier Michelle | A | Sep 15, 2026 | 9,071 | - |
| SCOTT ROBERT L | A | Sep 15, 2026 | 9,071 | - |
| Suggs Denis G | A | Sep 15, 2026 | 9,071 | - |
| Tengwall Kyle | F | Jun 15, 2026 | 7,721 | $14.35 |
| Maxwell Kevin Alden | F | May 2, 2026 | 653 | $14.97 |
| McPherson Deana L | F | May 2, 2026 | 880 | $14.97 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $474.7M | $523.8M |
| Gross Profit | - | $127.2M | $141.1M |
| Operating Income | - | $23.9M | $29.2M |
| Net Income | - | $13.4M | $18.5M |
| Gross Margin | - | 26.8% | 26.9% |
| Op. Margin | - | 5.0% | 5.6% |
| Net Margin | - | 2.8% | 3.5% |
| Balance Sheet | |||
| Total Assets | $578.0M | $559.6M | $512.8M |
| Equity | $398.2M | $372.5M | $376.6M |
| ROE | - | 3.6% | 4.9% |
| Per Share | |||
| EPS | - | $0.30 | $0.41 |
| Cash Flow | |||
| Operating CF | - | -$7.2M | $114.2M |
| CapEx | - | $21.6M | $23.7M |
Source: XBRL data in SMITH & WESSON BRANDS, INC. (SWBI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SWBI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $265.4M |
| Q1 2026 | 30 | $237.1M |
| Q4 2025 | 25 | $156.0M |
| Q3 2025 | 27 | $164.0M |
| Q2 2025 | 27 | $144.3M |
| Q1 2025 | 22 | $115.8M |
| Q4 2024 | 18 | $112.5M |
| Q3 2024 | 17 | $114.7M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 196 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SWBI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 8-K | Sep 16, 2026 | - | Analysis | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 10-K | Jun 17, 2026 | Apr 30, 2026 | Analysis | |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 4 | May 5, 2026 | - | - | - |
| 10-Q | Mar 5, 2026 | Jan 31, 2026 | Analysis | |
| 8-K | Mar 5, 2026 | - | Analysis | - |
| 8-K | Dec 4, 2025 | - | - | |
| 10-Q | Dec 4, 2025 | Oct 31, 2025 | Analysis | |
| 10-Q | Sep 4, 2025 | Jul 31, 2025 | - | |
| 10-K | Jun 20, 2025 | Apr 30, 2025 | - | |
| 10-Q | Mar 6, 2025 | Jan 31, 2025 | - | |
| 10-Q | Dec 5, 2024 | Oct 31, 2024 | - | |
| 10-Q | Sep 5, 2024 | Jul 31, 2024 | - |
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SWBI SEC filings: frequently asked questions
Which institutions hold SWBI stock?
As of June 30, 2026, the largest SMITH & WESSON BRANDS, INC. (SWBI) holders among the 13F filers tracked by SignalX were BlackRock ($61.5 million), Dimensional Fund Advisors ($40.3 million), Renaissance Technologies LLC ($33.4 million), Vanguard Capital Management LLC ($28.6 million), Two Sigma Investments ($26.5 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SWBI's revenue in fiscal year 2026?
For the fiscal year ended April 30, 2026 (FY2026), SMITH & WESSON BRANDS, INC. (SWBI) reported revenue of $523.8 million (up 10.4% from FY2025) and net income of $18.5 million. Diluted EPS was $0.41. The figures come from the XBRL data in the 10-K.
What are the main risks in SWBI's latest 10-K?
In the 10-K filed June 17, 2026, SMITH & WESSON BRANDS, INC. (SWBI) flagged: Regulatory risk from ongoing enforcement under state "gun industry accountability" laws; company is defendant in an active civil lawsuit. Geopolitical/macro exposure to tariffs and trade policy shifts; higher tariffs negatively impacted gross margin by ~100 basis points in fiscal 2026. (AI summary of the Risk Factors section.)
What did SWBI report in its latest 8-K?
SMITH & WESSON BRANDS, INC. (SWBI) filed an 8-K on September 16, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). All six director nominees elected, with 24.6–24.8 million votes for each.
What are the latest SWBI SEC filings?
SMITH & WESSON BRANDS, INC. (SWBI) filed its latest 10-K annual report on June 17, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 16, 2026 and a Form 4 insider filing on September 17, 2026.
What is SWBI's SEC CIK number?
SMITH & WESSON BRANDS, INC. (SWBI)'s SEC Central Index Key (CIK) is 1092796. EDGAR lists every SWBI filing under that number.
Ask anything about SWBI
The research agent reads SWBI's filings, financials, insider trades and 13F holders, then answers with sources.