JOHNSON OUTDOORS INC (JOUT) SEC Filings

JOHNSON OUTDOORS INC (JOUT) has a notice of proposed sale under Rule 144 for Class A Common Stock held for the account of director Edward A. Stevens. Up to 6,250 shares may be sold through Apex Clearing, with an aggregate market value of $299,125.00, out of 9,273,554 shares outstanding, with sales expected around 08/18/2026.

Johnson Outdoors reported significantly stronger fiscal 2026 results. Third‑quarter net sales were about $189.7 million, up 5% year over year, and nine‑month net sales were $525.1 million, up 15%, led by growth in Fishing and Diving while Camping & Watercraft Recreation softened.

Gross margin rose to 45.3% in the quarter and 40.6% year‑to‑date, helped by $15.0 million of tariff refunds recognized as reduced cost of sales. Operating income reached $18.3 million for the quarter and $25.8 million year‑to‑date, versus a prior‑year loss. Net income was $14.9 million for the quarter and $21.1 million year‑to‑date, or $1.42 and $2.00 per diluted share. The company held $175.2 million in cash and cash equivalents with no debt, while inventories increased to support higher volumes.

Johnson Outdoors Inc. reported stronger results for the third fiscal quarter ended July 3, 2026. Net sales rose 5 percent to $189.7 million, led by Fishing revenue up 7 percent and Diving sales up 10 percent, while Camping & Watercraft Recreation declined 13 percent. Operating income increased to $18.3 million from $7.3 million and gross margin improved to 45.3% from 37.6%, helped by approximately $15 million of tariff refunds. Net income nearly doubled to $14.9 million, or $1.42 per diluted share, from $7.7 million, or $0.75 per share.

For the first nine months of fiscal 2026, net sales grew 15.0 percent to $525.1 million, and profit before income taxes improved to $32.2 million from a loss of $(4.3) million. Year-to-date net income was $21.1 million, or $2.00 per diluted share, compared with a net loss of $(5.2) million, or $(0.52) per share, and gross margin expanded to 40.6% from 34.8%. Cash and short-term investments were $175.2 million, with capital spending of $16.4 million in the current quarter. The Board approved a quarterly cash dividend to shareholders of record as of July 16, 2026, payable July 30, 2026.

BlackRock, Inc. has filed a Schedule 13G reporting a passive ownership stake in Johnson Outdoors Inc. (Class A Stock). BlackRock reports beneficial ownership of 474,024 Class A shares, representing 5.1% of this class. Of these, 467,106 shares carry sole voting power, and all 474,024 shares are subject to BlackRock’s sole dispositive power, with no shared voting or dispositive authority. The filing explains that the position reflects securities beneficially owned by certain BlackRock business units, excluding other units whose holdings are disaggregated under SEC guidance. Various underlying clients or investors have rights to dividends or sale proceeds, but no single such person is reported to hold more than five percent of Johnson Outdoors’ outstanding common shares. The report is signed by a BlackRock managing director, with a power of attorney and a subsidiary-identification exhibit referenced.

Johnson Outdoors Vice President and CFO Rahman Asad received an equity award of 4,398 shares of Class A Common Stock. The award is structured as restricted stock granted at no cash cost and is treated as an acquisition of shares rather than an open-market purchase.

According to the footnote, all 4,398 restricted shares vest on June 30, 2028, the second anniversary of the grant date. Following this award, Asad’s reported direct holdings stand at 4,398 shares of Class A Common Stock, reflecting his initial disclosed ownership position from this grant.

Johnson Outdoors executive Rahman Asad, the company’s CFO and Treasurer, filed an initial Form 3 reporting his beneficial ownership. The filing shows he holds no shares of the company’s Class A Common Stock directly following this reporting, and it does not record any buy or sell transactions.

Johnson Outdoors Inc. appointed Asad Rahman as Vice President and Chief Financial Officer, effective June 30, 2026. He will also serve as the company’s principal accounting and principal financial officer from that date.

Current CFO David W. Johnson will step down from these roles on June 30, 2026 but remain employed through the fiscal year ending October 2, 2026 to support the transition. Rahman brings over 25 years of finance and accounting experience from Mars, Kellanova, Kellogg and S. C. Johnson.

In connection with his appointment, Rahman will receive a $200,000 restricted stock award under the Long-Term Stock Incentive Plan, with the number of shares based on the average of the high and low stock price on June 30, 2026. These shares will vest on June 30, 2028, encouraging longer-term alignment with shareholders.

Johnson Outdoors Inc. director John M. Fahey Jr. carried out an open-market sale of Class A Common Stock. He sold 2,000 shares at a price of $45.80 per share and continued to hold 18,103 shares directly after the transaction.

JOUT affiliate reported sales of Class A Common Stock. The filing lists two dispositions by John M. Fahey, Jr.: 2,368 shares on 03/17/2026 for $105,685.00 and 1,140 shares on 05/26/2026 for $49,989.00. The record also shows a Restricted Stock Award of 4,067 shares dated 02/28/2025.