Based in Fairhaven, Massachusetts, Acushnet Holdings Corp. is a prominent global entity that designs, manufactures, and distributes a comprehensive array of golf ...
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$0.98 per share
$0.98 per share
Est. EPS $1.01 · Revenue $651.16M · 4 analysts
Est. EPS $-0.41 · Revenue $448.90M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.6B | +4.1% | +8.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $188.5M | -12.0% | +53.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +47.3% | -2.2% | +15.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.5% | -6.8% | +33.3% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.4% | -15.5% | +40.8% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $120.0M | -29.6% | +243.1% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.7% | -32.4% | +231.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 137.0% | +37.2% | -25.5% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.38x | +15.7% | -11.0% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.3B | +7.5% | -0.9% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 3.10 vs 3.40 | -8.7% | 2.08 vs 1.63 | +27.6% |
| Revenue Surprise | $2.6B vs $2.5B | +0.9% | $820.0M vs $788.2M | +4.0% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jun 22, 2026 | Yoon Yoon Soo (Gene) | director, 10 percent owner: | Common Stock | A | 51 | $107.09 |
| Jun 22, 2026 | TISHMAN STEVEN | director | Common Stock | A | 76 | $107.09 |
| Jun 22, 2026 | Singer Jan | director | Common Stock | A | 28 | $107.09 |
| Jun 22, 2026 | Maher David Eugene | director, officer: President and CEO | Common Stock | A | 1,969 | $107.09 |
| Jun 22, 2026 | Hewett Gregory A. | director | Common Stock | A | 76 | $107.09 |
Hello, everyone. Thank you for joining us, and welcome to the Acushnet Company 2Q '26 Earnings Call. I will now hand the conference over to Cameron Vollmuth, Director of Investor Relations. Please go ahead.
Good morning, everyone. Thank you for joining us today for Acushnet Holding Corp.'s Second Quarter 2026 Earnings Conference Call. Joining me this morning are David Maher, our President and Chief Executive Officer; and Sean Sullivan, our Chief Financial Officer. Before turning the call over to David, I would like to remind everyone that we will make forward-looking statements on the call today. These forward-looking statements are based on Acushnet's current expectations and are subject to uncertainty and changes in circumstances. Actual results may differ materially from these expectations. For a list of factors that could cause actual results to differ, please see today's press release, the slides that accompany our presentation and our filings with the U.S. Securities and Exchange Commission. Throughout this discussion, we will make reference to non-GAAP financial measures, including items such as net sales on a constant currency basis and adjusted EBITDA. Explanations of how and why we use these measures and reconciliations of these items to the most directly comparable GAAP measures can be found in the schedules in today's press release, the slides that accompany this presentation and in our filings with the U.S. Securities and Exchange Commission. Please also note that references throughout this presentation to year-on-year net sales increases and decreases are on a constant currency basis unless otherwise stated. As we feel this measurement best provides context as to the performance and trends of our business. And when referring to year-to-date results or comparisons, we are referring to the 6-month period ended June 30, 2026, and the comparable 6-month period in 2025. With that, I'll turn the call over to David.
Thanks, Cameron, and good morning, everyone. We are pleased to report on Acushnet's strong second quarter and first half results, highlight the investments we are making to strengthen the company for the future and outline the puts and takes within our second half outlook. For the second quarter, Acushnet delivered worldwide net sales of $820 million, a 14% increase over last year, driven by strength and momentum within Titleist Golf Equipment and steady gains from FootJoy and Golf Gear. This growth contributed to a 46% increase in adjusted EBITDA, which, while healthy on its own merits, also reflects the net benefit from tariff refunds. For the first half, Acushnet net sales of $1.57 billion are up 10% over last year with growth in all reportable segments and regions. Adjusted EBITDA of $353 million represents a 25% increase in the period. Fueling these results, the Acushnet team remains focused on the game's avid dedicated golfer and enthused about healthy industry fundamentals and growing participation. First half rounds of …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
David E. Maher | President, Chief Executive Officer & Director | USD 2,731,359 | Male | 1968 | Active |
Sean S. Sullivan | Executive Vice President & Chief Financial Officer | USD 1,408,224 | Male | 1968 | Active |
Mary Louise Bohn | President of Titleist Golf Balls | USD 1,161,483 | Female | 1961 | Active |
Steven Pelisek | President of Titleist Golf Clubs | USD 1,132,072 | Male | 1961 | Active |
Christopher Aaron Lindner | President of FootJoy | USD 1,058,259 | Male | 1969 | Active |
Nicholas N. Mohamed | Vice President, Controller & Principal Accounting Officer | — | Male | 1976 | Active |
Cameron Vollmuth | Director of Investor Relations | — | Male | — | Active |
John Duke Jr. | President of Titleist Golf Gear | — | Male | 1969 | Active |
Brendan J. Reidy | Executive Vice President & Chief People Officer | — | Male | 1978 | Active |
Roger Czuchra | Executive Vice President and Chief Technology & Digital Officer | — | Male | 1970 | Active |
Tessa N. Judge | Executive Vice President, Chief Legal Officer & Corporate Secretary | — | Female | 1985 | Active |
BlackRock Inc. bought a new stake in shares of Acushnet (NYSE: GOLF) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 4,188,504 shares of the company's stock, valued at approximately $496,463,000. BlackRock Inc. owned about 7.15% of Acushnet at the end of the
California State Teachers Retirement System grew its stake in Acushnet (NYSE: GOLF) by 26.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 35,971 shares of the company's stock after purchasing an additional 7,631 shares during the quarter. California State
Acushnet NYSE: GOLF reported higher second-quarter sales and adjusted EBITDA, citing continued momentum in Titleist golf equipment, an accelerated launch of its GTS metals line and a benefit from tariff refunds. The company also raised its full-year outlook, though it expects second-half comparisons to be affected by the timing of golf-club shipments and preparation for a 2027 Pro V1 launch.
Acushnet Holdings Corp. (GOLF) Q2 2026 Earnings Call Transcript
The headline numbers for Acushnet (GOLF) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
