Brunswick (BC)
NYSE:BC
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.27Last Year’s EPS
1.16Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial performance in Q1 — broad-based sales growth (13% YoY), substantial EPS growth (25% YoY), segment-level margin expansion, market share gains (notably at Mercury), and constructive guidance uplift. Management highlighted deliberate pipeline discipline, successful product launches, recurring revenue momentum (Freedom Boat Club), and an improving tariff outlook. Offsetting items include a dynamic tariff environment (though improved), seasonal negative free cash flow, elevated commodity/transportation costs, and cautiousness around geopolitical risks and soft value-buyer demand. Overall, the favorable metrics, strong segment execution, raised EPS guidance, and proactive capital allocation materially outweigh the manageable headwinds and uncertainties discussed.Company Guidance
Consolidated Revenue Growth
Net sales of $1.4 billion increased 13% year-over-year, driven by market share gains, strong OEM demand, product/technology introductions, pricing actions, and favorable FX.
EPS and Operating Leverage
Adjusted earnings per share of $0.70 for Q1, up 25% versus prior year; adjusted operating earnings up 15% with adjusted operating leverage approaching ~30% on a pro forma basis absent incremental tariffs.
Segment Outperformance Across the Board
All segments delivered year-over-year sales growth: Propulsion sales +17%; Engine P&A sales +14%; Navico Group sales +7%; Boat Group sales +6%.
Strong Margin and Profitability Gains in Key Segments
Navico Group adjusted operating earnings increased 64% with margin expansion of 280 bps; Engine P&A adjusted operating earnings up 24% with margin +140 bps; Boat Group adjusted operating earnings up 63% with margin +130 bps.
Powerful Mercury Performance and Share Gains
Mercury outboard unit orders rose more than 15% year-over-year; R12 share steady at 47% with year-to-date retail share up ~200 bps; dominant boat-show shares (60% overall and 80% on-water at Miami) indicating momentum in high-horsepower and premium segments.
Recurring Revenue and Freedom Boat Club Momentum
Freedom Boat Club added 4 locations in Q1, acquired a 21-location franchise (day-one accretive), member trips +20%, same-store sales +10%; cumulative enterprise synergies from Freedom ~ $300 million since 2019.
Capital Allocation and Shareholder Returns
Repurchased $20 million of shares year-to-date and announced the 14th consecutive annual dividend increase, reflecting continued commitment to capital return while maintaining a strong balance sheet.
Improved Tariff Outlook and Raised EPS Guidance
Net incremental tariff impact now expected near the lower end of prior $35M–$45M estimate; adjusted EPS guidance increased to $4.00–$4.50 for fiscal 2026 reflecting lower tariff headwind and Q1 outperformance.
Healthy Pipeline and Backlog Visibility
Global boat pipelines down ~2,000 units versus last year (described as deliberate wholesale-to-retail alignment); global boat order backlog at quarter-end represented 71% of Q2 wholesale forecast, up 6 percentage points year-over-year.
Innovation and External Recognition
Multiple product launches (Sea Ray SLX 360, Boston Whaler Outrage 330/290, SIMRAD NSO4, Mercury keyless start, etc.), nearly 50 awards in Q1 and named to Fast Company’s Most Innovative Companies list; continued product innovation driving differentiation.
BC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | $81.46 | $80.77 | -0.85% |
Jan 29, 2026 | $83.75 | $80.22 | -4.22% |
Apr 24, 2025 | $44.10 | $46.61 | +5.70% |
Jan 30, 2025 | $65.95 | $66.79 | +1.28% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Brunswick (BC) report earnings?
Brunswick (BC) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is Brunswick (BC) earnings time?
Brunswick (BC) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BC EPS forecast?
BC EPS forecast for the fiscal quarter 2026 (Q2) is 1.27.