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Dec 31, 2025
Sturm Ruger Q4 2025 Earnings Report
Sturm Ruger reported its fourth quarter 2025 financial results, showing a slight revenue increase but a decline in earnings per share compared to the prior year.
Key Takeaways
Sturm Ruger achieved Q4 net sales of $151.1 million, a 3.6% increase year-over-year, driven by strong new product launches including the Glenfield rifle and Red Label III shotgun. However, GAAP diluted EPS fell to $0.21 from $0.62 in the prior year, while adjusted EPS stood at $0.26. For the full year, the company generated $54.3 million in cash from operations and returned $36.1 million to shareholders.
Q4 net sales grew 3.6% to $151.1 million despite a challenging consumer environment.
The company launched 65 new models in Q4, including three new platforms: Glenfield by Ruger, Red Label III, and the Harrier rifle.
Full-year 2025 new product sales accounted for $173 million, representing 33% of total firearm sales.
The company maintains a strong balance sheet with $92.5 million in cash/short-term investments, a 3.9 current ratio, and zero debt.
Revenue by Segment
Forward Guidance
Management is focused on improving bottom-line performance through manufacturing footprint alignment and cost controls while continuing to invest in new product innovation.
Positive Outlook
- Strong consumer demand for new platforms like Glenfield and Red Label III.
- Continued expansion of Marlin rifles and American Rifle Gen II families.
- Product pipeline is enabling the company to outperform the broader market.
- Decisive actions taken to better balance manufacturing capacity.
- Zero debt provides significant financial flexibility for future growth.
Challenges Ahead
- Challenging consumer environment impacting the broader industry.
- Need to significantly improve bottom-line profitability.
- Ongoing requirement to right-size the business for future demand levels.
- Adjusted NICS background checks decreased by 4.1% in 2025.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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