Grabagun Digital (NYSE:PEW) Releases Earnings Results, Beats Expectations By $0.02 EPS

Grabagun Digital (NYSE:PEW) posted its quarterly earnings results on Thursday. The company reported $0.01 earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.01) by $0.02, Zacks reports. The company had revenue of $29.62 million for the quarter, compared to the consensus estimate of $27.80 million.

Here are the key takeaways from Grabagun Digital’s conference call:

• Q4 results showed robust demand with revenue up 14.1% to $29.6M, firearm sales +19.1% (11.5% volume growth), customer lifetime value +8%, and strong mobile adoption driving the majority of traffic and revenue.
• The commercial launch of PEW Logistics produced early traction (500+ orders, ~$400k GMV in 30 days) and is positioned as a high-margin, software-style revenue stream that leverages the company’s nationwide FFL network.
• Q4 gross profit margin expanded 290 basis points to 15.9% due to opportunistic purchasing, favorable product mix, and stronger supplier relationships, improving unit economics heading into 2026.
• Operating expenses rose (notably stock-based compensation and public-company costs), producing a Q4 operating loss of $0.4M and a full-year net loss of $2.5M, highlighting near-term profitability pressure from higher SG&A.
• Balance sheet and capital allocation are conservative: $110.4M cash with minimal debt, $8.9M of share repurchases in 2025 (≈$11.1M remaining authorization), and an $8.25M HQ/fulfillment purchase to scale operations.

Grabagun Digital Stock Up 8.3%

PEW traded up $0.24 during trading on Friday, hitting $3.12. 1,041,300 shares of the stock traded hands, compared to its average volume of 761,351. The stock has a market capitalization of $93.63 million, a P/E ratio of -25.92 and a beta of 0.26. Grabagun Digital has a 12-month low of $2.55 and a 12-month high of $21.40.

Insider Activity

In other news, CEO Marc A. Nemati sold 10,016 shares of the company’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $2.82, for a total transaction of $28,245.12. Following the completion of the transaction, the chief executive officer directly owned 2,523,317 shares of the company’s stock, valued at approximately $7,115,753.94. This represents a 0.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders have sold a total of 20,040 shares of company stock valued at $56,513 in the last 90 days.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Quadrature Capital Ltd bought a new stake in shares of Grabagun Digital during the fourth quarter valued at approximately $279,000. Bridgeway Capital Management LLC purchased a new position in shares of Grabagun Digital in the fourth quarter worth $150,000. XTX Topco Ltd lifted its holdings in shares of Grabagun Digital by 195.7% during the fourth quarter. XTX Topco Ltd now owns 62,461 shares of the company’s stock valued at $188,000 after purchasing an additional 41,335 shares in the last quarter. Finally, Engineers Gate Manager LP bought a new stake in Grabagun Digital in the 4th quarter worth about $32,000. Institutional investors own 4.80% of the company’s stock.

About Grabagun Digital

GrabAGun.com is an online retailer of firearms, ammunition and related accessories. GrabAGun.com, formerly known as Colombier Acquisition Corp. II, is based in COPPELL, Texas.