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Employees: 1,300
Size Johnson Outdoors (JOUT) is a United States Consumer Discretionary company (Recreational Products) with a market value of $490M, the 2713th largest of 3,117 United States companies the cockpit tracks. Shares closed at $47.28 on 6 Nov 2026.
Performance Over six months the shares fell 8.0%, against -24.4% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 21 in its peer set.
Growth Revenue grew 17.5% over the last twelve months (peer median +7.4%); the operating margin is 2.7% (peer median 2.9%).
Valuation It trades at 55.0× forward earnings against a peer median of 14.0× (most expensive of 13).
Price implies For today's price to make sense, revenue must grow about 10% a year for seven years (Req g). Recent delivered growth is 0%, so the hurdle is +10 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 4.0 points below its cost of capital (8.5% WACC).
Short interest Short interest is 4.7% of the free float (15 Oct 2026).
Next results Next results expected around 11 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $661M | $592M | $593M | $664M | $743M |
| Revenue growth | — | 0% | -11% | -11% | — |
| Gross profit | $262M | $204M | $198M | $241M | $268M |
| EBITDA | $37.9M | $4.44M | -$12.7M | $28.0M | $80.5M |
| Net income | -$7.99M | -$34.3M | -$26.5M | $19.5M | $44.5M |
| Free cash flow | $29.9M | $40.2M | $19.0M | $19.0M | -$93.8M |
| Capital expenditure | $20.5M | $16.0M | $22.0M | $22.7M | $31.7M |
| Total debt | $51.6M | $48.7M | $49.3M | $52.3M | $57.9M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | JOUT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +6.5% | -3.0% | 4th highest of 21 |
| 6-month return | -8.0% | -24.4% | 7th highest of 21 |
| Distance from 52-week high | -11.7% | -41.7% | 4th highest of 21 |
| Revenue growth (TTM) | +17.5% | +7.4% | 5th highest of 21 |
| Operating margin | 2.7% | 2.9% | 10th lowest of 21 |
| Forward P/E | 55.0× | 14.0× | most expensive of 13 |
| Growth the price implies (Req g, 7 yrs) | 10.1% | 9.2% | 7th least demanding of 13 |
| Growth delivered (Del g) | -0.1% | +6.1% | 3rd lowest of 13 |
| Hurdle (Req g minus delivered) | +10.1 pp | -1.5 pp | 3rd most demanding of 13 |
| ROIC minus cost of capital | -4.0 pp | -3.8 pp | 10th highest of 19 |
| EV / EBITDA | 9.7× | 7.5× | 6th most expensive of 15 |
| Net debt / EBITDA | -3.3× | -1.4× | 5th least indebted of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Johnson Outdoors JOUT | United States | $490M | -8% | +17% | 3% | 55.0× | 10.1% | -0.1% |
| Mastercraft Boat MCFT | United States | $493M | -26% | +23% | 3% | n/a | 28.3% | -7.9% |
| Dream International 1126.HK | Hong Kong | $474M | -27% | +10% | 11% | n/a | -20.1% | +9.6% |
| Zhejiang Natural Outdoor Goods 605080.SS | China | $472M | -12% | -2% | 14% | 17.8× | 7.6% | +11.9% |
| Beneteau BEN.PA | France | $457M | -32% | +1% | 0% | 26.3× | n/a | n/a |
| Fenix Outdoor International AG Series B FOI-B.ST | Sweden | $443M | -25% | +1% | 3% | 6.3× | 6.8% | +5.4% |
| Impulse Qingdao Health Tech 002899.SZ | China | $428M | -43% | -1% | 6% | 36.4× | n/a | n/a |
| Guangdong Qunxing Toys Joint-Stock 002575.SZ | China | $427M | -29% | +34% | -9% | n/a | 41.8% | +38.9% |
| Soft-World International 5478.TWO | Taiwan | $426M | -3% | +6% | 20% | 12.3× | n/a | n/a |
| Mubang High-Tech 603398.SS | China | $416M | -49% | +94% | -133% | n/a | n/a | n/a |
| Butong 6090.HK | Hong Kong | $416M | -5% | +16% | 7% | 13.9× | 29.3% | +38.5% |
| Hailun Piano 300329.SZ | China | $407M | -23% | -11% | -112% | n/a | n/a | n/a |
| Alpen 3028.T | Japan | $590M | +26% | +6% | 3% | n/a | -3.0% | +4.2% |
| Topkey 4536.TW | Taiwan | $401M | -3% | -10% | 16% | 9.1× | -15.6% | +4.9% |
| Malibu Boats MBUU | United States | $398M | -33% | +13% | 1% | 8.6× | 19.6% | -0.3% |
| Roland 7944.T | Japan | $605M | -11% | +8% | 9% | 10.6× | -8.3% | +9.5% |
| JAKKS Pacific JAKK | United States | $388M | +45% | +9% | 4% | 14.2× | 10.8% | +2.0% |
| Funko FNKO | United States | $377M | +28% | -4% | 3% | 25.7× | 13.0% | +6.8% |
| Sportsoul 001300.SZ | China | $376M | -43% | -6% | -14% | n/a | n/a | n/a |
| Shuhua Sports 605299.SS | China | $642M | -60% | +20% | 9% | 32.8× | n/a | n/a |
| Thunder Tiger 8033.TW | Taiwan | $647M | -14% | +11% | -5% | n/a | n/a | n/a |