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Acushnet Holdings (GOLF)
NYSE:GOLF
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.39Last Year’s EPS
1.62Same Quarter Last Year
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid top-line growth (FY net sales +4%, Q4 +7%) driven by strong Titleist equipment and multiple product launches, healthy shareholder returns (dividends increased and buybacks), and an optimistic 2026 outlook with modest sales and EBITDA growth guidance. However, material headwinds from tariffs (≈$30M in 2025; $70M assumed for 2026), a Q4 EBITDA decline, reduced free cash flow, higher SG&A and one-time financing costs, and softness in gear/wearables in select international markets temper near-term margin and cash-flow visibility. Management remains constructive—investing in capacity, launching products earlier, and maintaining balance sheet discipline—leading to a generally positive posture but with clear, notable risks to margins and cash flow in the short term.Company Guidance
Full-Year Revenue and EBITDA Growth
Net sales of $2.56 billion for FY2025, up 4% year-over-year, and adjusted EBITDA of $410 million, up 1.5% year-over-year, reflecting overall revenue growth and underlying profitability expansion for the year.
Strong Titleist Golf Equipment Performance
Titleist Golf Equipment grew 6% for the year; equipment momentum included golf ball net sales +4% (driven by New Pro V1 gains across U.S., EMEA and Japan) and Titleist Golf Clubs growth of more than 7% in 2025, with Q4 equipment net sales up ~10% year-over-year.
Product Launches and Accelerated Driver Timing
Launched a comprehensive new ball lineup (Pro V1x Left Dash, AVX, TourSoft, Velocity) and new club products (T-Series irons, SM10/SM11 Vokey wedges, Scotty Cameron mallet putters); Titleist driver launch accelerated to late June 2026 to capture selling-season timing.
Capital Allocation and Shareholder Returns
Returned $268 million to shareholders in 2025 (dividends $56M; share repurchases $212M ~3.1M shares) and announced an 8.5% increase to the quarterly dividend to $0.255 per share for 2026 (ninth consecutive annual increase). Remaining repurchase authorization ~$241M as of Feb 21, 2026.
Balance Sheet Strength and Refinancing Actions
Proactively extended revolving credit to 2030 and refinanced senior notes into a 2033 maturity at a more favorable rate; net leverage ratio of 2.2x at year-end 2025, within stated policy target (<=2.25x on average).
Strategic Investments and Capacity Expansion
Continued investments in cast urethane golf ball production, custom club assembly and global fitting networks; FY2026 planned CapEx of ~$95 million (up from $74M in 2025) to scale ball manufacturing and club production capacity.
Positive Industry Backdrop and Consumer Demand
Management cited global rounds of golf up ~2% in 2025 with participation gains in U.S., EMEA and Japan; long-term structural strength in the sport supports demand, with particular strength in the U.S. golfer base (rounds and participation durable).
FY2026 Guidance Reflects Modest Growth and Margin Stability
Full-year 2026 net sales guidance of $2.625B–$2.675B (constant currency +2.5% to +4.5%) and adjusted EBITDA guidance of $415M–$435M (midpoint margin ~16%, flat with 2025) indicating expected continued growth and stable margins despite headwinds.
GOLF 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
GOLF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $99.49 | $103.07 | +3.60% |
Nov 05, 2025 | $75.08 | $78.10 | +4.02% |
Aug 07, 2025 | $79.23 | $76.73 | -3.16% |
May 07, 2025 | $64.41 | $67.75 | +5.19% |
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 Acushnet Holdings (GOLF) report earnings?
Acushnet Holdings (GOLF) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Acushnet Holdings (GOLF) earnings time?
Acushnet Holdings (GOLF) earnings time is at Apr 30, 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 GOLF EPS forecast?
GOLF EPS forecast for the fiscal quarter 2026 (Q1) is 1.39.