earnings
confidence high
sentiment positive
materiality 0.80
Acushnet Q2 net sales up 13.8% to $820M; raises FY2026 guidance
Acushnet Holdings Corp.
- Q2 net sales $820.0M (+13.8% YoY); net income $124.8M (+65.1%) on IEEPA tariff refunds.
- Q2 Adjusted EBITDA $208.6M (+45.8%); includes ~$38M net benefit from IEEPA tariff refunds.
- Titleist golf equipment net sales +20.3% YoY; FootJoy +3.1%; Golf gear +3.8%.
- FY2026 outlook raised: net sales $2,650-2,675M, Adj. EBITDA $450-470M (incl. ~$30M tariff refunds).
- Quarterly dividend $0.255/share payable Sept 18; Q2 share repurchases $16.0M at avg $87.94.