$RGR

American Outdoor Brands (AOUT) stock rose 59.8% post-earnings, trading at $16.00. Smith & Wesson (SWBI) reported $112.6M revenue, up 32.3% YoY, with stock up 18.1% to $14.49. Brunswick (BC) reported $1.56B revenue, up 7.7% YoY, but stock fell 21.2% to $63.37 due to weak guidance. Ruger (RGR) reported $158.1M revenue, up 19.3% YoY, with stock up 16.4% to $44.00. Clarus (CLAR) reported $56.16M revenue, up 1.6% YoY, with stock up 1.3% to $3.42.

Latham (SWIM) raised full-year guidance, with its stock up 12.2% to $6.40. Smith & Wesson (SWBI) reported $112.6M revenue, up 32.3%, and its stock rose 19.6% to $14.67. Brunswick (BC) reported $1.56B revenue, up 7.7%, but its stock fell 19.4% to $64.86. Polaris (PII) reported $2.04B revenue, up 8.7%, but its stock dropped 26.3% to $55.07. Ruger (RGR) reported $158.1M revenue, up 19.3%, and its stock rose 17.7% to $44.48.

U.S. firearm background checks rose 3.5% year-over-year in September, marking four consecutive months of gains, according to the FBI. This indicates sustained demand despite high civilian ownership levels.

A U.S. judge ruled that Ruger did not infringe FN Herstal's trademark by naming its AR-15 rifle SFAR. The court found no consumer confusion. FN's SCAR rifles range from $3359 to $4499; Ruger's SFAR was priced around $1300. Neither company commented.

Hooten Young, a veteran-owned brand, partnered with Sturm, Ruger & Co. to launch Ruger First-Fire Bourbon and two cigars. The limited collection will be available for pre-sale online on October 14, 2026. First-Fire is a seven-year-old Kentucky Straight Bourbon with 1,776 bottles priced at $45.99 each. The cigars, Rim Fire and Center Fire, are hand-rolled in Nicaragua and sold in limited quantities.

The FTC approved Beretta's plan to increase its stake in Sturm, Ruger & Co. to 25%, with conditions. Beretta will pay $44.80 per share, a 20% premium. Ruger's board ended a shareholder rights plan, citing the FTC's approval. Beretta aims to strengthen its U.S. market presence, while the FTC ensures Ruger's independence.

Ruger (RGR) shares rose 7.9% after Beretta Holding offered to buy up to 2.4M shares at $44.80 each, a 21% premium over September's closing price. The offer, set to expire October 15, 2026, has no financing conditions. Ruger's board also approved an amendment to its shareholder rights plan. The company's shares have had limited volatility, with today's move being one of the larger ones in the past year.

Beretta plans to bid for a larger 25% stake in Sturm, Ruger & Co (NYSE:RGR), up from its current 10%, according to Il Sole 24 Ore. The bid, expected soon, would allow Beretta to appoint two directors to RGR's board.

STURM RUGER & CO INC (RGR) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 FOR RELEASE: September 16, 2026 For further information, contact: Rob Werkmeister, Senior Vice President of Marketing & Customer Experience rwerkmeister@ruger.com Ruger Provides Update on Strategic Cooperation Agreement with Beretta Holding Mayodan, NC -- Sturm, Ruge

The FBI reported July firearm background checks rose 9.3% to 2,194,563 versus July 2025, the second straight monthly increase. The article links checks to firearm demand and notes exposure for Smith & Wesson (SWBI) and Sturm Ruger (RGR). It also lists analyst rating/price-target updates for OCUL, RKLB, VELO, and ONDS, plus upcoming earnings expectations for several stocks.