GrabAGun Digital Holdings Inc. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 42/100
What the filing says
GrabAGun reported Q2 2026 net revenue of $23.2M (up 9.4% YoY from $21.2M), with firearms sales up 8.5% to $19.3M. Gross margin expanded 290 bps to 13.5%. However, the company swung to a $1.8M net loss in Q2 (vs. $0.8M profit YoY) due to $5.4M in general & administrative expenses (stock-based comp, headcount), up from $1.2M YoY. Operating loss was $2.6M vs. $0.8M operating profit YoY. Cash stands at $97.5M ($3.31/share). PEW Logistics subsidiary added third manufacturer (Backwoods Suppressors) in July 2026.
Why this rating
Revenue growth modest at 9.4%; margin expansion positive but overshadowed by sharp swing to losses. OpEx surge ($5.4M vs $1.2M) from public-company costs and stock comp is material (4.2% of assets). Cash burn of ~$12.9M in H1 2026 and negative Adj EBITDA of $3.7M reduce buffer on $128.5M asset base. Platform business (3 manufacturers) nascent, not yet offsetting retail losses.
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