earnings
confidence high
sentiment positive
materiality 0.75
Brunswick Q2 GAAP EPS $1.66, adj. EPS $1.56; raises FY2026 guidance to $4.35-$4.75
BRUNSWICK CORP
- Net sales $1,557.8M (+7.7% YoY); GAAP diluted EPS $1.66 (+84.4% YoY); adj. diluted EPS $1.56 (+34.5% YoY).
- All four segments grew sales: Propulsion +8%, Engine P&A +9%, Navico +7%, Boat +5%; adj. operating margin expanded 90 bps to 9.6%.
- Full-year guidance raised: adj. diluted EPS $4.35-$4.75, net sales $5.7-$5.8B, adj. operating margin ~8.0%, free cash flow $400M+.
- Expects $25-$30M net IEEPA tariff refunds in 2026; on track to retire at least $160M debt; repurchased $35M shares YTD.
- Investor Day scheduled for August 11, 2026 at Mercury Marine headquarters.