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AMMO(POWW) - 2024 Q4 - Earnings Call Transcript
2024-06-14 06:26
财务数据和关键指标变化 - 公司第四季度总收入约4040万美元,同比下降7.5% [21] - 弹药业务收入同比增长21.9%,达4800万美元 [22] - 毛利率为23.3%,同比下降4个百分点 [23] - 全年经营活动产生的现金流为3260万美元 [9][26] - 全年每股亏损0.16美元,调整后每股亏损0.09美元 [24] 各条业务线数据和关键指标变化 - 弹药业务收入增长,但毛利率未达预期,将随产能提升而改善 [23] - 枪支交易平台GunBroker业务毛利率保持稳定 [23] - 公司推出了购物车功能和高端拍卖平台Collector's Elite,以及与Gearfire Capital合作提供消费者融资服务 [25] 各个市场数据和关键指标变化 - 公司认为当前宏观环境影响了枪支交易平台的业务 [21] - 9mm弹药价格竞争激烈,但50口径和狩猎用弹药需求仍然强劲 [47][48] 公司战略和发展方向及行业竞争 - 公司正在进行全面的生产流程优化,以提高效率和盈利能力 [19][31] - 公司预计未来将受益于行业内较小制造商的供给受限 [16] - 公司正在扩大50口径和狩猎弹药的产能和销售 [14][53] 管理层对经营环境和未来前景的评论 - 管理层对公司未来前景保持乐观,认为已经扭转了业务方向 [8][20] - 但当前宏观环境和行业竞争压力仍然存在 [21][48] 其他重要信息 - 公司与Sunflower Bank建立了2000万美元的信用额度 [9] - 公司已偿还360万美元债务,现金余额达5560万美元 [9][26] 问答环节重要的提问和回答 问题1 **Matt Koranda 提问** 咨询公司的工作重点是什么,如何帮助提升弹药业务的毛利率 [30][31] **Jared Smith 回答** 咨询公司将全面审视公司的生产流程,包括物料流、设备调试、生产计划等,以提高效率和产能利用率,从而改善毛利率 [31][32][33] 问题2 **Mark Smith 提问** 弹药业务中,是否存在原材料成本压力,如何影响毛利率 [45][46][51] **Jared Smith 回答** 铜价和推进剂价格上涨确实给毛利率带来压力,但公司通过长期合同管理和定价策略来应对 [51] 问题3 **Mark Smith 提问** ZRO Delta合同执行情况如何 [52][53] **Jared Smith 回答** 50口径弹药生产线已经投产并开始交付,公司正在不断优化生产流程,对大口径步枪弹药需求保持乐观 [53]
AMMO(POWW) - 2024 Q4 - Annual Report
2024-06-14 05:26
Ammo Inc. - Ammo Inc. 是一家枪支运动行业的两个主要领域的综合体[10] - Ammo Inc. 专注于设计、生产和销售创新、独特、性能驱动、高质量的弹药产品[22] - Ammo Inc. 的生产工艺侧重于安全、一致性、精度和清洁度,每一发子弹都经过严格的质量控制[21] - Ammo Inc. 计划继续强调客户满意度和忠诚度,提供创新、独特、高质量的产品以及有效的客户服务[22] - Ammo Inc. 不断努力提高生产效率,通过设备采购、工艺改进、增加操作可用性和提高整体效率来增加每日生产量[22] - STREAK VISUAL AMMUNITION™ 可使射手看到子弹的轨迹,利用非易燃磷光材料产生发光效果[24] - STREAK VISUAL AMMUNITION™ 技术被称为单向发光技术,只有射手和30度视角内的人能看到其发光效果[24] - STREAK VISUAL AMMUNITION™采用O.W.L. Technology™,不同于传统的示踪弹药,不产生火灾危险,安全性更高[25] - STREAK VISUAL AMMUNITION™在多种口径中提供,包括380 auto, 9毫米, 40 Smith & Wesson, 44马格南, 45长柄子弹和38 special[25] - STREAK VISUAL AMMUNITION™的专利技术获得了美国专利局的认可,进一步扩大了公司的专利组合[25] - /stelTH/™是专为消音枪设计的弹药,适用于需要保持安静的场合[25] - Jagemann Munitions Components通过子公司JMC提供手枪和步枪弹壳,拥有数十年的制造经验[25] GunBroker.com - GunBroker.com 是一个大型在线市场,致力于枪支、狩猎、射击和相关产品[14] - GunBroker 拥有约810万注册用户,2024财年网站上平均每天有超过260万个列表[14] - GunBroker作为在线枪支销售市场,通过第三方买卖双方和ATF FFL持有者进行交易,需要遵守联邦和州法律[43] - 公司计划在2025财年推出新服务,包括Collector’s Elite和Financing Partnerships[18][19] - 公司致力于提升GunBroker品牌认知度和客户忠诚度,通过改善用户体验和扩展商品和相关服务[20] - GunBroker是一个在线枪支市场,通过第三方卖家和联邦州法律进行交易,拥有超过810万注册用户和2024财年超过260万平均每日列表[14]
AMMO(POWW) - 2024 Q4 - Annual Results
2024-06-14 04:15
Exhibit 99.1 AMMO, Inc. Reports Fourth Quarter and Fiscal Year 2024 Financial Results SCOTTSDALE, Ariz., June 13, 2024 (GLOBE NEWSWIRE) — AMMO, Inc. (Nasdaq: POWW, POWWP) (“AMMO” or the “Company”), the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today reported results for its Fourth Quarter and Fiscal Year 2024, ended March 31, 2024. Fiscal Year 2024 Ove ...
AMMO, Inc. Reports Fourth Quarter and Fiscal Year 2024 Financial Results
GlobeNewswire News Room· 2024-06-14 04:05
SCOTTSDALE, Ariz., June 13, 2024 (GLOBE NEWSWIRE) -- AMMO, Inc. (Nasdaq: POWW, POWWP) (“AMMO” or the “Company”), the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today reported results for its Fourth Quarter and Fiscal Year 2024, ended March 31, 2024. Fiscal Year 2024 Overview  ●Net Revenues of $145.1 million, a 24.2% decrease. ●Gross profit margin of app ...
AMMO, Inc. to Conduct Fourth Quarter and Fiscal Year 2024 Earnings Call on June 13, 2024, at 5:00PM ET
GlobeNewswire News Room· 2024-05-30 20:30
SCOTTSDALE, Ariz., May 30, 2024 (GLOBE NEWSWIRE) -- AMMO, Inc. (Nasdaq: POWW, POWWP) ("AMMO" or the "Company") the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today announced that it will release financial results for its Fourth Quarter and Fiscal Year 2024 ended March 31, 2024, after the stock market closes on Thursday, June 13, 2024. Management will ho ...
AMMO, Inc. to Conduct Fourth Quarter and Fiscal Year 2024 Earnings Call on June 13, 2024, at 5:00PM ET
Newsfilter· 2024-05-30 20:30
SCOTTSDALE, Ariz., May 30, 2024 (GLOBE NEWSWIRE) -- AMMO, Inc. (Nasdaq: POWW, POWWP) ("AMMO" or the "Company") the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today announced that it will release financial results for its Fourth Quarter and Fiscal Year 2024 ended March 31, 2024, after the stock market closes on Thursday, June 13, 2024. Management will ho ...
GunBroker Partners with Gearfire Capital to Offer Innovative Financing Solutions for Firearms Retailers
Newsfilter· 2024-05-28 20:30
SCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- AMMO, Inc. (NASDAQ:POWW, POWWP))) ("AMMO" or the "Company") the owner of GunBroker, the world's largest online marketplace for firearms and accessories, is thrilled to announce a new partnership with Gearfire Capital, a leading provider of Buy Now, Pay Later (BNPL) consumer financing solutions. This collaboration aims to empower retailers by offering flexible financing options to their customers, enhancing purchasing power and driving sales growth. GunBrok ...
AMMO, Inc. Announces Preferred Stock Dividend
globenewswire.com· 2024-05-17 20:30
SCOTTSDALE, Ariz., May 17, 2024 (GLOBE NEWSWIRE) -- AMMO, Inc. (Nasdaq: POWW, POWWP) ("AMMO" or the "Company") the owner of GunBroker.com, the largest online marketplace serving the firearms and shooting sports industries, and a leading vertically integrated producer of high-performance ammunition and components, today announced that the holders of record of the Company's 8.75% Series A Cumulative Redeemable Perpetual Preferred Stock (the "Series A Preferred Stock") as of the close of business on May 31, 20 ...
Is AMMO (POWW) Stock Outpacing Its Consumer Discretionary Peers This Year?
Zacks Investment Research· 2024-04-01 22:46
AMMO, Inc. - AMMO, Inc.是消费自由裁量组中的一家公司,目前在Zacks部门排名中排名第12位[2] - AMMO, Inc.目前的Zacks排名为2(买入),过去一个季度,POWW的全年盈利预期已经上升了11.1%[3] - AMMO, Inc.今年以来的回报率为31%,高于消费自由裁量公司的平均回报率3.6%[4] Pactiv Evergreen Inc. - Pactiv Evergreen Inc.今年以来的回报率为4.5%,并且目前具有Zacks排名1(强烈买入)[6] - Pactiv Evergreen Inc.属于消费服务-杂项行业,该行业目前排名第146位[8] 投资建议 - 投资者可能希望密切关注AMMO, Inc.和Pactiv Evergreen Inc.,因为它们试图继续保持良好的表现[9]
Is AMMO (POWW) Outperforming Other Consumer Discretionary Stocks This Year?
Zacks Investment Research· 2024-03-14 22:41
公司表现 - AMMO, Inc.是消费自由度部门的一员,拥有Zacks部门排名第12位[2] - AMMO, Inc.目前的Zacks排名为2(买入),分析师对公司的盈利前景持乐观态度[3] - AMMO, Inc.今年迄今为止的表现比消费自由度部门平均表现好,股价上涨了16.2%[4]