Acushnet Hldgs Q2 2026 Earnings Call: Complete Transcript
Acushnet Holdings reported strong Q2 2026 results with net sales up 14% to $820 million and Adjusted EBITDA up 46%, partly due to tariff refunds. The company raised its full-year sales guidance to $2.65-$2.675 billion and Adjusted EBITDA to $450-$470 million. Strategic investments are underway in golf ball manufacturing and club assembly capacity, and management noted strong performance in Titleist Golf Equipment and FootJoy.
Acushnet keeps Hold consensus as Acushnet stock sits 30.30 percent below its high
Acushnet (GOLF) maintains a Hold consensus from analysts despite strong second-quarter revenue growth of 13.80% and earnings per share beating estimates. The stock is currently trading 30.30% below its 52-week high, with an average 12-month target of USD 97.57 from analysts. This presents a tension for investors between the company's strong financial performance and the cautious analyst sentiment reflected in the stock's market performance.
Acushnet stock posts 13.8 percent revenue growth
Acushnet Holdings Corp. reported a 13.8% year-over-year revenue increase, reaching USD 819.95 million in Q2 2026, and diluted earnings per share of USD 2.08, surpassing analyst estimates. Despite the strong financial performance, analysts maintain a "Hold" consensus with an average target price of USD 97.57, highlighting a measured valuation view. The company, known for golf brands like Titleist and FootJoy, had a market capitalization of USD 4.8 billion as of September 29, 2026.
Form 4 Acushnet Holdings Corp For: 27 September
This article reports on the filing of Form 4 by Acushnet Holdings Corp, detailing transactions from September 27. It's a standard notification that shareholders and potential investors might review to understand insider trading activity. The article itself is brief, primarily serving as an announcement of the filing.
Form 4 Acushnet Holdings Corp For: 27 September By Investing.com
This article announces the filing of Form 4 for Acushnet Holdings Corp on September 27th. Form 4 is a document that must be filed with the U.S. Securities and Exchange Commission (SEC) whenever there is a change in the beneficial ownership of a company's stock by its directors, officers, or any shareholder owning more than 10% of the company's outstanding stock. The article itself is a very brief notification without further details about the specific transactions.
Form 4 Acushnet Holdings Corp For: 27 September By Investing.com
This article from Investing.com reports on a Form 4 filing for Acushnet Holdings Corp (GOLF) related to September 27. Form 4s typically disclose changes in beneficial ownership of a company's securities by insiders. The article includes the stock symbol GOLF and notes a 1.10% increase.
Form 4 Acushnet Holdings Corp For: 27 September By Investing.com
This article reports on a Form 4 filing by Acushnet Holdings Corp, dated September 27. It's a brief financial markets news item from Investing.com, typical of filings news. The article provides no additional details about the content of the Form 4.
Acushnet (NYSE:GOLF) Stock Now Rated "Hold" by Sell-Side Brokerages
Nine analysts currently cover Acushnet (NYSE:GOLF), with eight recommending a "Hold" and one a "Buy," leading to an average 12-month price target of $97.57 against a recent share price of $83.11. The company recently surpassed earnings expectations, reporting an EPS of $2.08 against an estimated $1.63, with revenue increasing by 13.8% year-over-year. Institutional investors maintain significant ownership, holding 53.12% of the company's stock, with major firms like BlackRock and Capital Research increasing their stakes.
Acushnet Holdings at Small-Cap Virtual Conference: growth, tariffs and expansion
Acushnet Holdings (ACU) presented at a Small-Cap Virtual Conference, detailing 15 consecutive years of sales growth and outlining strategies for future expansion despite challenges like tariffs and freight costs. The company expects record results in 2026, driven by acquisitions, automation, and product innovation across its safety and cutting tools segments. Management highlighted new growth areas such as direct-to-consumer sales, European expansion, and entry into the hospital market, while also discussing proactive measures taken to mitigate tariff volatility and freight inflation.
Acushnet Holdings stock gains 1.70 percent as results arrive
Acushnet Holdings stock rose 1.70% to USD 81.92 on September 23, 2026, reaching a market capitalization of USD 4.785 billion, following the announcement of its second-quarter 2026 results. The company reported mid-single-digit revenue growth and an even faster increase in operating profit for the quarter, and maintained its full-year 2026 outlook for continued revenue and adjusted EPS growth. The positive market reaction reflects investor confidence in the company's financial performance and guidance.
Form 4 Acushnet Holdings Corp For: 22 September By Investing.com
This article reports that a Form 4 filing for Acushnet Holdings Corp (GOLF) was released for September 22. The article provides the basic announcement without further details on the content of the Form 4. It also includes market data for various indices, commodities, bonds, and stocks.
Acushnet Holdings Executive Mary Louise Bohn Acquires 667.44 Shares via Dividend Rights
Mary Louise Bohn, President-Titleist Golf Balls at Acushnet Holdings Corp., acquired 667.44 common shares on September 18, 2026. This acquisition, disclosed in a Form 4 filed with the SEC, occurred through dividend equivalent rights tied to the company’s deferred compensation plan. Following this transaction, Bohn directly holds 216,723.687 shares of Acushnet Holdings.
Form 4 Acushnet Holdings Corp For: 22 September By Investing.com
This article from Investing.com is a brief notice about a Form 4 filing for Acushnet Holdings Corp, dated September 22. It provides no further details beyond stating the existence of this filing. The article appears to be a placeholder or automated update, lacking any substantive content regarding the Form 4 itself.
Acushnet Holdings (NYSE: GOLF) director credited with dividend stock units
Acushnet Holdings Corp. director Jan Singer acquired 37.2 common stock-equivalent units on September 18, 2026, as dividend equivalent rights related to restricted stock units deferred under the company's compensation plan. This transaction increases Singer's direct holdings to 13,565.04 shares. The dividend equivalent rights were valued at $80.55 per share, and the transaction was not executed under a Rule 10b5-1 trading plan.
Dividend grant lifts Acushnet (NYSE: GOLF) director's stake to 39,053.68 shares
Acushnet Holdings Corp. director Gregory A. Hewett acquired 101.69 additional shares of common stock on September 18, 2026. This grant was through dividend-equivalent rights tied to deferred restricted stock units, increasing his direct holdings to 39,053.68 shares. The transaction, valued at $80.55 per share, was not executed under a Rule 10b5-1 trading plan.
Director adds 101.69-share award in Acushnet (NYSE: GOLF)
Acushnet Holdings Corp. director Steven Tishman was granted 101.69 shares of common stock on September 18, 2026, as dividend equivalent rights tied to deferred restricted stock units. This award increased his direct holdings to 42,259.68 shares. The transaction, valued at $80.55 per share, was not made under a Rule 10b5-1 trading plan.
Acushnet Holdings Corp. stock holds steady as investors eye recent earnings momentum
Acushnet Holdings Corp. (GOLF) stock is trading near USD 80 with a market capitalization of approximately USD 4.7 billion, reflecting strong investor confidence in its recent earnings momentum. The company reported mid-single-digit revenue growth and improved operating profit for fiscal 2026, driven by resilient demand for golf equipment. Despite market volatility, GOLF stock has maintained much of its gains, positioning it as a steady investment in the leisure industry.
Acushnet (NYSE: GOLF) director reports ties to 29.5M shares
Acushnet Holdings Corp. director and ten percent owner Yoon Yoon Soo (Gene) acquired 67.97 shares of common stock as dividend equivalent rights on September 18, 2026, increasing his direct holdings to 47,634.74 shares. Additionally, he is associated with 29,523,653 indirect shares held through Magnus Holdings Co., Ltd., a subsidiary of Misto Holdings Corp., though he disclaims beneficial ownership beyond his pecuniary interest. The transaction, valued at $80.55 per share, was reported via a Form 4 SEC filing.
Corient Private Wealth LP Acquires 35,337 Shares of Acushnet $GOLF
Corient Private Wealth LP significantly increased its stake in Acushnet (NYSE:GOLF) by 598.9% in the second quarter, purchasing an additional 35,337 shares to own a total of 41,237 shares valued at $4.9 million. This makes Corient Private Wealth LP one of several institutional investors to adjust their holdings in Acushnet, which reported strong quarterly results with earnings and revenue exceeding analyst estimates. Despite a consensus "Hold" rating from analysts, Acushnet maintains a 1.3% dividend yield and positive financial performance.
Insiders At Acushnet Holdings Sold US$9.2m In Stock, Alluding To Potential Weakness
The article discusses insider selling at Acushnet Holdings, where executives and directors sold shares worth US$9.2 million over the last year. This significant sell-off, despite the company's 14% stock price increase, suggests potential concerns about future performance, as insiders might perceive the stock as overvalued.
Acushnet Holdings Corp. Common Stock (NYSE:GOLF) Detailed Stock Data
This article provides detailed stock data for Acushnet Holdings Corp. Common Stock (NYSE:GOLF). It includes current trading information, historical prices, price performance metrics, and key financial figures such as EPS and dividend yield. The data indicates the stock was trading at $83.20 with a 1-year performance of +11.63%.
Acushnet (NYSE:GOLF) Rating Increased to Hold at Stephens
Stephens upgraded Acushnet (NYSE:GOLF) to a "hold" rating, aligning with the broader analyst consensus, which includes eight hold ratings and one buy rating, with an average price target of $97.57. The upgrade follows Acushnet's stronger-than-expected quarterly results, reporting EPS of $2.08 against a $1.63 consensus and revenue of $819.95 million, a 13.8% year-over-year increase. Despite shares opening at $82.88, significantly below their 52-week high, institutional investors hold 53.12% of the company.
Responsive Playbooks and the GOLF Inflection
This article provides an AI-generated analysis of Acushnet Holdings Corp. (NASDAQ: GOLF), indicating weak near and mid-term sentiment but a strong long-term outlook. It outlines three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis also highlights support and resistance signals across different time horizons.
Acushnet Holdings Corp. (GOLF) Peer Comparison – Compare with Others
This article provides a peer comparison for Acushnet Holdings Corp. (GOLF) against other companies like Brunswick (BC), YETI Holdings (YETI), Peloton Interactive Inc. (PTON), and MarineMax Inc. (FL) (HZO). It details key financial metrics including market cap, revenue, net profit, various ratios (P/E, P/B, RoE, Net Margin), and other financial statements such as income, liabilities, assets, cashflow, profitability, growth, valuation, solvency, and operating efficiency ratios. The data helps investors understand Acushnet's financial standing relative to its competitors in the Consumer Discretionary sector.
Acushnet (NYSE:GOLF) Given Consensus Rating of "Hold" by Brokerages
Acushnet (NYSE:GOLF) has received a consensus "Hold" rating from eight brokerages, with an average 12-month price target of $99.17. The company recently exceeded quarterly earnings and revenue expectations, reporting $2.08 EPS against a $1.63 estimate and $819.95 million in revenue, a 13.8% increase year-over-year. Despite strong financial performance and a declared quarterly dividend of $0.255 per share, the stock opened below its 50-day and 200-day moving averages.
What Golf Brands Does Acushnet (NYSE:GOLF) Actually Own?
Acushnet Holdings Corp. (NYSE:GOLF) designs, manufactures, and markets golf equipment, footwear, apparel, and accessories. The company's brand portfolio includes Titleist, FootJoy, Scotty Cameron, and Vokey, catering to various aspects of a golfer's needs. Acushnet recently announced its latest quarterly dividend payment to shareholders.
Acushnet reports 13.8% revenue growth in Q2, raises 2026 guidance but stock remains fairly valued
Acushnet Holdings Corp. experienced strong Q2 growth with a 13.8% revenue increase and $124.8 million in net income. The company raised its 2026 revenue and EBITDA guidance due to high demand and innovation. Despite these positive results, the stock is considered fairly valued or expensive, leading to a Hold rating from analysts due to limited upside potential without a valuation discount.
Acushnet Holdings: Great Potential As Golf Fever Rises, But Not Great Enough For An Upgrade
Acushnet Holdings Corp. delivered strong Q2 performance with increased revenue and net income, leading management to raise 2026 guidance. Despite robust industry demand and successful product innovation, the author maintains a Hold rating on GOLF stock. The company is considered fairly valued or expensive compared to peers, limiting its upside potential even with impressive execution.
Bank of America Corp DE Has $22.18 Million Stock Holdings in Acushnet $GOLF
Bank of America Corp DE reduced its stake in Acushnet (NYSE:GOLF) by 5.6% in the first quarter, now holding 237,278 shares valued at $22.18 million. Despite this reduction, institutional ownership remains high at 53.12%, with several funds and some insiders also selling shares. Acushnet surpassed Q1 earnings expectations with adjusted EPS of $2.08 and revenue of $819.95 million, and declared a quarterly dividend of $0.255 per share, maintaining a "Hold" rating from analysts with a consensus price target of $99.17.
Are Options Traders Betting on a Big Move in Acushnet Stock?
Options traders are showing significant interest in Acushnet Holdings Corp. (GOLF), particularly with the September 18, 2026 $25.00 Put, which has high implied volatility. This suggests expectations of a notable price movement in the stock, possibly due to an upcoming event. Despite this, analysts currently rate Acushnet as a Zacks Rank #3 (Hold), with recent earnings estimates showing a slight downward revision.
State of Wyoming Acquires New Position in Acushnet $GOLF
The State of Wyoming has acquired a new stake in Acushnet (NYSE:GOLF) during the second quarter, purchasing 14,740 shares valued at approximately $1.75 million. Institutional investors collectively own 53.12% of the company. Acushnet reported strong Q2 earnings with EPS of $2.08, exceeding estimates, and revenue up 13.8% year-over-year.
Will Strong Q2 Results, Higher 2026 Outlook and Buybacks Change Acushnet Holdings' (GOLF) Narrative
Acushnet Holdings Corp. (GOLF) reported strong Q2 2026 results with increased sales and net income, alongside a raised 2026 sales outlook and the completion of a significant share buyback program. These positive developments reinforce management's confidence and the company's capital return strategy. While the earnings beat strengthens the near-term investment narrative, the core risk remains potential slowdowns in global golf participation.
Will Strong Q2 Results, Higher 2026 Outlook and Buybacks Change Acushnet Holdings' (GOLF) Narrative
Acushnet Holdings Corp. reported strong second-quarter 2026 results, including increased sales and net income, and raised its 2026 sales outlook. The company also completed a significant share buyback program and affirmed its quarterly dividend, signaling management's confidence and commitment to capital returns. While these positive developments reinforce the company's investment narrative, the core risk remains a potential slowdown in global golf participation.
Will Strong Q2 Results, Higher 2026 Outlook and Buybacks Change Acushnet Holdings' (GOLF) Narrative
Acushnet Holdings Corp. reported strong Q2 2026 results, exceeding sales and net income expectations, and raised its 2026 sales outlook. The company also completed a significant share buyback program and affirmed its quarterly dividend, reinforcing management's confidence and commitment to capital returns. While these developments strengthen Acushnet's short-term investment narrative, the core risk remains potential slowdowns in golf participation.
Acushnet (NYSE:GOLF) Upgraded at Wall Street Zen
Wall Street Zen has upgraded Acushnet (NYSE:GOLF) from a "hold" to a "buy" rating, despite the broader analyst consensus remaining "Hold" with an average price target of $99.17. The upgrade follows stronger-than-expected quarterly results, where Acushnet reported EPS of $2.08 against an expected $1.63 and revenue of $819.95 million, a 13.8% year-over-year increase. Insider selling has occurred, but institutional investors and hedge funds collectively own approximately 53% of the company's shares.
Kayne Anderson Rudnick (GOLF) discloses 5.43M Acushnet shares in 13G/A
Kayne Anderson Rudnick Investment Management, LLC has disclosed its beneficial ownership of 5,431,452 shares of Acushnet Holdings Corp (GOLF) common stock, representing 9.3% of the outstanding shares as of June 30, 2026. The filing, an amended Schedule 13G, details the firm's sole and shared voting and dispositive powers over these shares. The report was signed by Michael Shoemaker, Chief Compliance Officer, on August 13, 2026.
Acushnet (GOLF) Q2 2026 Earnings Call Transcript
Acushnet Holdings Corp. (NYSE:GOLF) reported strong Q2 2026 results with consolidated net sales up 14.2% on a constant currency basis, driven by equipment momentum and the strategic acceleration of the GTS metals launch. The company raised its full-year guidance for both net sales and adjusted EBITDA, incorporating better-than-expected equipment demand and the benefit of IEEPA tariff refunds. Management highlighted the overall health of the golf industry and strategic investments in manufacturing capacity and technology, despite facing challenges in wearables markets in Asia.
Acushnet lifts full-year guidance, tariff refunds boosting Q2
Acushnet Holdings reported a significant increase in Q2 net sales and net income, driven by tariff refunds and strong performance from Titleist golf equipment. The company also raised its full-year 2026 outlook for net sales and adjusted EBITDA. A quarterly dividend of $0.255 per share has been declared.
Acushnet (GOLF) Stock Faces Tariff Refund Questions After Profit Surge
Acushnet (GOLF) saw a profit surge in Q2 2026, with revenue up 14% and EPS up 66%, driven by strong golf equipment sales and a significant tariff refund. While the company's premium brands and operational improvements support a bullish outlook, questions remain about the repeatability of one-off boosts like tariff refunds and the overall quality of earnings. The market's recent negative reaction suggests investor uncertainty regarding the sustainability of this earnings mix.
Acushnet Holdings (GOLF) Is Down 6.5% After Earnings Beat And Guidance Hike - Has The Bull Case Changed?
Acushnet Holdings (GOLF) reported strong Q2 2026 results, beating analyst estimates with sales of US$819.95 million and net income of US$124.83 million, and subsequently raised its full-year guidance. The company has also consistently repurchased shares, reducing its share count by 29.33% since 2018. While strong demand and capital returns reinforce the investment case, potential risks include rising input costs and tariffs impacting margins.
Acushnet (NYSE:GOLF) Releases Quarterly Earnings Results, Beats Estimates By $0.45 EPS
Acushnet (NYSE:GOLF) reported strong quarterly earnings, beating analyst estimates with an EPS of $2.08 and revenue of $819.95 million, driven by demand for Titleist equipment. The company raised its full-year guidance but anticipates a decline in second-half sales and EBITDA due to accelerated GTS sales. Despite positive results, shares traded below their 50-day moving average, and analysts maintain a "Hold" rating amid concerns over rising costs and soft wearables demand.
Acushnet Holdings (GOLF) Is Down 6.5% After Earnings Beat And Guidance Hike - Has The Bull Case Changed?
Acushnet Holdings (GOLF) reported strong Q2 2026 results with sales of US$819.95 million and net income of US$124.83 million, beating analyst estimates and raising full-year guidance due to increased demand. The company's long-running share repurchase program has significantly reduced share count, boosting EPS. Despite a 6.5% stock dip, the positive earnings and guidance, along with continued share buybacks, reinforce the investment narrative, though rising costs and tariffs remain potential risks.
Acushnet Shares Slide 7.9% Despite Q2 Earnings Beat and Guidance Raise
Acushnet Holdings' shares dropped 7.9% despite the company reporting better-than-expected Q2 2026 earnings and raising its full-year revenue guidance. This decline is part of a broader 16.2% monthly pullback, suggesting investor concerns about potential normalization of golfer demand and the stock's valuation, despite positive year-to-date performance and a significant share buyback program. The market reaction indicates that investors may be focusing on long-term demand risks rather than the strong short-term financial results.
Acushnet Holdings (GOLF) Is Down 7.9% After Earnings Beat And Guidance Raise - What's Changed
Acushnet Holdings (GOLF) reported strong Q2 2026 results, with sales and net income increasing, and raised its full-year revenue guidance. Despite these positive indicators and ongoing share buybacks, the stock is down 7.9%. The article emphasizes that the company's investment narrative relies on sustained golfer demand and consistent cash generation, and encourages investors to consider various perspectives before making investment decisions.
Acushnet Holdings Corp. Common Stock (NY: GOLF
This article provides financial news headlines for Acushnet Holdings Corp. (NYSE: GOLF), a company whose stock is listed at 89.10, down 1.41%. The news primarily consists of announcements regarding past and future quarterly and full-year financial results, as well as senior notes offerings. The most recent announcement is from August 6, 2026, detailing second quarter 2026 financial results.
Acushnet Holdings (GOLF) Is Down 7.9% After Earnings Beat And Guidance Raise - What's Changed
Acushnet Holdings (GOLF) reported strong Q2 2026 results, with sales up to US$819.95 million and net income of US$124.83 million, and raised its full-year revenue guidance. Despite beating analyst expectations and repurchasing 29.33% of shares since 2018, the stock fell 7.9%. The company's investment narrative relies on sustained golfer demand for premium gear, with current forecasts suggesting a fair value of $100.40 per share, an 8% upside.
Acushnet (NYSE:GOLF) Given Consensus Rating of "Hold" by Analysts
Acushnet (NYSE:GOLF) has received a consensus "Hold" rating from analysts, with seven out of eight recommending a hold and one a buy, and an average 12-month price target of $97.83. The company recently reported strong quarterly earnings, beating EPS and revenue estimates, though its shares have fallen 8.6% due to valuation concerns and a 2026 sales outlook that is below some analysts' expectations. Insider trading activity included sales by Steven Francis Pelisek and Nicholas N. Mohamed, while institutional investors have adjusted their holdings.
Acushnet to Review Q2 Results on Aug. 6 Investor Call
Acushnet Holdings Corp. announced its second-quarter 2026 financial results on August 6, 2026, which are available on its investor relations website and the SEC's website. The company held an investor conference call at 8:30 a.m. Eastern Time on August 6, 2026, to discuss these results, with a webcast replay available afterwards. Acushnet is a global leader in performance-driven golf products, known for brands like Titleist and FootJoy.
Acushnet Holdings Corp. 2026 Q2 - Results - Earnings Call Presentation (NYSE:GOLF) 2026-08-07
Acushnet Holdings Corp. published its Q2 2026 earnings call presentation. The company reported an EPS of $2.19, beating estimates by $0.52, and revenue of $819.95M, a 13.81% year-over-year increase, beating estimates by $31.70M. The article highlights that the slide deck accompanies their Q2 earnings call.
Acushnet Holdings Corp. 2026: Revenue $819.95M, EPS $2.08— 10-Q Summary
Acushnet Holdings Corp. reported strong financial results for the 2026 quarter, with revenue increasing by 13.8% to $819.95 million and diluted EPS rising to $2.08. This growth was driven by higher Titleist equipment volume and increased golf ball average selling prices. The company also saw significant improvements in net income and gross margin, and announced operational developments including a new joint venture and an ERP rollout.
