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- **Revenue Growth Despite Challenges**: Q3 sales up 3.7% YoY, driven by new products despite 10-15% market decline.
- **Strategic Initiatives**: $1.4M Hebron facility costs delaying margin recovery; $41M new product sales (34% of firearms revenue).
- **Financial Discipline**: $39M returned to shareholders via buybacks/dividends; $28M capex for capacity expansion.
- **U.S. Manufacturing Focus**: Reintroducing Red Label shotgun; no ties to Beretta investment.

**【CEO Summary Section】**
- CEO highlights Q3 revenue growth despite market challenges, including tariffs, inflation, and soft consumer spending. Key initiatives include product line rationalization, manufacturing realignment, and in-sourcing components to reduce costs. New products, such as the RXM pistol and second-gen Ruger American Rifle, contributed $41 million (34% of net firearms sales). The Hebron facility incurred $1.4 million in costs without revenue, delaying production impact.

**【CFO Financial Commentary】**
- Q3 net sales: $126.8M (vs. $122.3M prior year); pretax loss: $2.1M due to acquisition and operational costs. 
- 9-month net loss: $0.48 per share; adjusted EPS: $0.65 (excluding one-time expenses). 
- Cash generation: $39M year-to-date; capital expenditures: $28M (including $15M for Anderson acquisition). 
- Share buybacks and dividends returned $39M to shareholders.

**【Q&A Key Highlights】**
- **Gross Margin Pressure**: Hebron facility costs and delayed production impacted margins; no significant input price pressure due to supply chain hedging.
- **Product Strategy**: Glenfield line targets new price point; Patrol Rifle expands Gen II platform into heavy barrel segment. 
- **U.S. Manufacturing Focus**: Reintroducing Red Label shotgun to become full-line U.S.-made firearms manufacturer; no relation to Beretta investment.
- **2026 Plans**: Potential 250th anniversary promotion; cautious on volume impact but excited about brand building opportunity.

Sturm, Ruger & Company, Inc. (RGR) Q3 2025 Earnings Call Transcript

Firearms

Castings

Eliminations

RGR

RGR fundamentals

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