Johnson Outdoors Inc. Class A (JOUT)

Over the past six months, Johnson Outdoors' stock has experienced a 33.6% return. As of April 22, 2026, the share price was $52.27, marking a 130.06% increase from April 23, 2025. The company announced a 15.5% increase in revenue for the second quarter of 2026, beating EPS and revenue estimates. However, on May 8, 2026, shares gapped down, opening at $50.72 after closing at $53.50. Analyst sentiment has also seen some shifts, with Zacks Research lowering Johnson Outdoors from a "strong-buy" to a "hold" rating on April 10th, and Wall Street Zen downgrading it from a "strong-buy" to a "buy" rating on February 15th. Overall, the stock currently holds an average rating of "Reduce" based on MarketBeat.com data. Additionally, a director sold 7,580 shares of Johnson Outdoors stock in February 2026. The company also recently disclosed a quarterly dividend.

Demand for Johnson Outdoors' products and services is seasonal, particularly within the warm-weather outdoor recreation equipment industry. The company's fourth-quarter results typically reflect an industry-wide slowing of sales and production. Following a period of elevated, pandemic-driven demand, the market has seen a return to traditional seasonal ordering patterns. In fiscal year 2024, consumer demand for outdoor recreation products across all businesses remained soft. Specifically, fishing demand moderated to pre-pandemic levels, and camping and diving sales experienced decreases due to softening market demand.

Johnson Outdoors, Inc. designs, manufactures, and markets seasonal outdoor recreation products within the Consumer Discretionary sector, specifically in the Leisure and Travel & Leisure industries. Its major product categories include fishing, diving, camping, and watercraft recreation, featuring brands like Minn Kota, Humminbird, Cannon, SCUBAPRO, Jetboil, Eureka!, Old Town, and Carlisle.

Johnson Outdoors has a global presence with operations in 24 locations worldwide and employs 1,400 people. The company's headquarters are in Racine, Wisconsin, United States. North America accounts for a significant portion of its sales, often exceeding 70%. The company also has a notable presence in Europe and Canada, particularly for its diving and selective fishing segments. Major U.S. operational hubs are located in Mankato, Minnesota, and Racine, Wisconsin, complemented by specialized facilities in Europe and Asia.

Johnson Outdoors has maintained a strong market reputation, being recognized as one of the Most Trustworthy Companies in America for four consecutive years. While there was a historical issue regarding lawsuits concerning a dive-computer bug that affected Uwatec's (now part of Johnson Outdoors) reputation, no specific negative events significantly impacting the overall brand reputation of Johnson Outdoors in the past year were identified in the provided information.

Johnson Outdoors' ownership structure includes a mix of institutional and individual investors. The Johnson family remains the largest beneficial owner, with a combined insider/family stake often exceeding 20%. Helen P. Johnson-Leipold, Chairman and CEO, is a significant individual shareholder. Major institutional owners include Johnson Financial Group, Inc., Gamco Investors, Inc. Et Al, BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, Deprince Race & Zollo Inc, Divisadero Street Capital Management, LP, Wallace Capital Management Inc., Russell Investments Group, Ltd., and Geode Capital Management, Llc. Other notable individual insider owners include Daniel R. Tisch, Towerview LLC, H. Fisk Johnson, and Winifred Johnson Marquart.