Grabagun Digital Holdings Inc (PEW)
NYSEIndustrialsSpecialty RetailSnapshot 2026-11-04
NYSEIndustrialsSpecialty RetailSnapshot 2026-11-04
QuarterlyIQ Insights · PEW
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Marc Nemati, Chief Executive Officer of GrabAGun, commented, “Our second-quarter results reflect continued momentum across our business, with net revenue growth of 9% year-over-year, driven by growth…
Stated in 2 of 2 supplied quarters. Management reported: “Second Quarter Financial Highlights • Net revenue was $23.2 million, up 9.4% year-over-year, compared to $21.2 million in the prior-year quarter.” “• Net revenue for the year-to-date period was $49.1 million, up 10.3% year-over-year, compared to $44.6 million in the prior-year to date period.” Revenue was $23.217 million in 2026-Q2.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated weak grew net income 53% of the time over the next year (vs 59% for the rest of the cohort, n=6983).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Marc Nemati, Chief Executive Officer of GrabAGun, commented, “Our second-quarter results reflect continued momentum across our business, with net revenue growth of 9% year-over-year, driven by growth…”
“Marc Nemati, Chief Executive Officer of GrabAGun, commented, “We delivered a solid start to fiscal 2026 with firearms sales increasing 10.5% year-over-year, well above the 1.6% increase in Adjusted N…”
We also delivered a 290-basis point improvement in gross margin compared to the prior year period.
Stated in 2 of 2 supplied quarters. Management reported: “o Firearm sales increased 9.5% to $41.0 million o Non-firearm sales increased 9.0% to $7.8 million • Gross profit margin of 13.5% for the three months ended June 30, 2026 compared with 10.6% gross profit margin in the prior year's quarter.” “• Gross profit margin of 10.7% compared with 9.6% gross profit margin in the prior year's quarter.” Gross profit was $3.126 million in 2026-Q2.
“We also delivered a 290-basis point improvement in gross margin compared to the prior year period.”
“• Gross profit margin of 10.7% compared with 9.6% gross profit margin in the prior year's quarter.”
We are encouraged by the platform’s early momentum, including the recent addition of Backwoods Suppressors as our third manufacturing customer, further expanding our reach into a growing product cate…
Stated in 2 of 2 supplied quarters. Management reported: “• Launched PEW Logistics in January 2026, a wholly-owned subsidiary offering white-label e-commerce fulfillment solutions for firearms manufacturers.” “o Added Backwoods Suppressors as the third manufacturer in July 2026.”
“We are encouraged by the platform’s early momentum, including the recent addition of Backwoods Suppressors as our third manufacturing customer, further expanding our reach into a growing product cate…”
“We are proud of the early success we have seen with partners Derya Arms and KelTec® Weapons which have validated PEW Logistics' value proposition and look forward to continuing to grow this business…”
• Executed $2.4 million of share repurchases during the six months ended June 30, 2026, with $8.7 million remaining of the Company’s previously authorized $20.0 million share repurchase program, refl…
Stated in 2 of 2 supplied quarters. Management reported: “• Executed $2.4 million of share repurchases during the six months ended June 30, 2026, with $8.7 million remaining of the Company’s previously authorized $20.0 million share repurchase program, reflecting management’s strong conviction in the Company’s fundamentals and an efficient capital allocation strategy to maximize shareholder value.”
“• Executed $2.4 million of share repurchases during the six months ended June 30, 2026, with $8.7 million remaining of the Company’s previously authorized $20.0 million share repurchase program, refl…”
“• Executed $2.4 million of share repurchases during the first quarter, with $8.7 million remaining of the Company’s previously authorized $20.0 million share repurchase program, reflecting management…”
Balance growth investments and added personnel with operating expense discipline.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity, the US dollar, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
7 material management or governance events in the past 24 months, led by M&A activity. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 56% for the rest of the cohort, n=6637).
Not investment advice. As of 2026-11-04.