Escalade (NASDAQ:ESCA) Releases Earnings Results

Escalade (NASDAQ:ESCA) released its quarterly earnings data on Friday. The company reported $0.27 earnings per share for the quarter, beating analysts’ consensus estimates of $0.20 by $0.07, FiscalAI reports. Escalade had a return on equity of 7.49% and a net margin of 5.26%.The business had revenue of $62.56 million during the quarter, compared to analyst estimates of $57.55 million.

Here are the key takeaways from Escalade’s conference call:

• Net sales fell 2.2% in Q4 2025, driven by softer e‑commerce demand in basketball and outdoor games, partially offset by growth in archery and billiards.
• Gross margin expanded by 280 basis points to 27.7% and total inventory declined 10% year‑over‑year, reflecting structural cost actions and improved working capital management.
• Operating cash flow rose to $14.9 million, the company held $11.9 million in cash, repaid nearly $2 million of long‑term debt, and ended the quarter with net leverage of 0.3x.
• M&A and capacity investments are central to growth — the company integrated accretive Gold Tip, acquired AllCornhole, purchased a 110,000 sq ft facility for warehousing, and plans higher capex in 2026 to support expansion.
• Management sees no immediate tariff impact but is monitoring changes; they estimate potential tariff refunds in the range of $4–$5 million, though timing and realization remain uncertain.

Escalade Price Performance

ESCA traded down $0.52 during trading on Friday, hitting $14.40. The company’s stock had a trading volume of 33,407 shares, compared to its average volume of 17,630. The firm has a market capitalization of $198.78 million, a price-to-earnings ratio of 15.82 and a beta of 0.69. Escalade has a twelve month low of $11.41 and a twelve month high of $16.99. The business’s fifty day simple moving average is $13.99 and its 200 day simple moving average is $13.00. The company has a current ratio of 3.30, a quick ratio of 1.41 and a debt-to-equity ratio of 0.08.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on ESCA shares. Zacks Research cut Escalade from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Wall Street Zen raised shares of Escalade from a “buy” rating to a “strong-buy” rating in a report on Sunday, February 8th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Escalade in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the stock presently has an average rating of “Hold”.

Insider Activity

In related news, Director Richard Fenton Baalmann, Jr. sold 5,490 shares of Escalade stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $13.00, for a total value of $71,370.00. Following the sale, the director owned 100,394 shares of the company’s stock, valued at approximately $1,305,122. This trade represents a 5.18% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last 90 days, insiders sold 10,000 shares of company stock worth $130,100. Company insiders own 28.75% of the company’s stock.

Hedge Funds Weigh In On Escalade

A number of large investors have recently added to or reduced their stakes in the stock. Geode Capital Management LLC lifted its holdings in Escalade by 2.1% during the second quarter. Geode Capital Management LLC now owns 221,456 shares of the company’s stock valued at $3,096,000 after purchasing an additional 4,455 shares in the last quarter. Raymond James Financial Inc. acquired a new position in shares of Escalade during the 2nd quarter worth about $29,000. Tower Research Capital LLC TRC lifted its stake in Escalade by 439.0% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,622 shares of the company’s stock valued at $51,000 after buying an additional 2,950 shares in the last quarter. JPMorgan Chase & Co. lifted its stake in Escalade by 13.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 13,853 shares of the company’s stock valued at $174,000 after buying an additional 1,600 shares in the last quarter. Finally, Bridgeway Capital Management LLC boosted its holdings in Escalade by 2.5% in the 3rd quarter. Bridgeway Capital Management LLC now owns 41,808 shares of the company’s stock worth $526,000 after buying an additional 1,000 shares during the last quarter. 65.22% of the stock is currently owned by institutional investors and hedge funds.

Escalade Company Profile

Escalade, Inc is a U.S.-based manufacturer and distributor of recreational equipment and specialty products for both consumer and commercial markets. Headquartered in Evansville, Indiana, the company operates through two principal business segments: Sporting Goods and Commercial Products. The Sporting Goods segment encompasses a diverse range of products such as hockey and lacrosse goal assemblies, fitness accessories, archery and hunting gear, and table tennis equipment. The Commercial Products segment focuses on seating solutions for restaurants, hospitality venues and other public spaces under the Top Seat brand, as well as storage, display products and industrial carts.

Within Sporting Goods, Escalade markets its products under proprietary brands including Bear® Archery, Gene St.