Equity Profile

GOLF

Acushnet Holdings Corp.

Consumer DiscretionaryLeisure Products$5.3B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Acushnet Holdings Corp. (GOLF) is a leading company in the leisure products sector, primarily known for its golf equipment and accessories....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has managed its costs and revenues this quarter.

N/A

Revenue Growth

Revenue growth is crucial for understanding overall business performance and market demand for Acushnet's products.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GOLF Q2-2026 Earnings Preview

Context

Company Snapshot

Acushnet Holdings Corp. (GOLF) is a leading company in the leisure products sector, primarily known for its golf equipment and accessories. With a market cap of $5 billion, it plays a significant role in the consumer discretionary market, particularly as consumer spending on leisure activities continues to evolve.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-0.52%

Avg Stock Reaction

+1.43%

Last Quarter Recap

In Q1-2026, Acushnet reported an EPS of $1.36, slightly missing expectations. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Acushnet's upcoming earnings are cautious, given the recent performance and lack of analyst estimates.

Bull Case

If Acushnet can demonstrate strong sales growth in golf equipment and beat EPS expectations, it may signal a recovery in consumer spending and boost investor confidence.

Bear Case

Conversely, if the company reports another earnings miss or weak revenue growth, it could raise concerns about its market position and consumer demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth in golf equipment sales this quarter?

This figure will be critical in assessing consumer demand and the company's ability to capitalize on market trends.

Will Acushnet provide any guidance on future earnings or market conditions?

Management's outlook can significantly influence investor sentiment and stock performance moving forward.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Acushnet's ability to rebound from recent sales declines, as the golf market is showing signs of recovery.

Supporting Evidence

The options market is pricing a smaller move than historical averages, indicating potential for a larger reaction.

Acushnet's strong brand loyalty could lead to better-than-expected sales despite economic pressures.

Key Risk

If golf equipment sales exceed expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on Acushnet's ability to navigate a challenging retail environment and meet or exceed expectations.

Bull Confirmed If

A revenue growth rate of 10% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

If EPS falls below $1.20, it would support the bear case and raise concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move of about 2.76%, suggesting that traders expect limited volatility around the earnings report.

Options are pricing ±2.8% while GOLF has averaged ±4.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

38.1%

Calls (200)P/C Ratio: 1.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests the stock could rise by around 5.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see a muted reaction.

Miss

Should the company miss expectations, history indicates a potential decline of about 0.80%, which could heighten concerns about its market position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on golf equipment sales growth and any shifts in consumer preferences.
2Management's commentary on supply chain challenges and how they are being addressed.
3Any updates on new product launches or marketing strategies.
4Insights into the competitive landscape and how Acushnet plans to differentiate itself.
5Future guidance on earnings and market conditions.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Acushnet Holdings Corp. (GOLF) is a leading company in the leisure products sector, primarily known for its golf equipment and accessories....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company has managed its costs and revenues this quarter.

N/A

Revenue Growth

Revenue growth is crucial for understanding overall business performance and market demand for Acushnet's products.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GOLF Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-0.52%

Avg Stock Reaction

+1.43%

Last Quarter Recap

In Q1-2026, Acushnet reported an EPS of $1.36, slightly missing expectations. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Acushnet's upcoming earnings are cautious, given the recent performance and lack of analyst estimates.

Bull Case

If Acushnet can demonstrate strong sales growth in golf equipment and beat EPS expectations, it may signal a recovery in consumer spending and boost investor confidence.

Bear Case

Conversely, if the company reports another earnings miss or weak revenue growth, it could raise concerns about its market position and consumer demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth in golf equipment sales this quarter?

This figure will be critical in assessing consumer demand and the company's ability to capitalize on market trends.

Will Acushnet provide any guidance on future earnings or market conditions?

Management's outlook can significantly influence investor sentiment and stock performance moving forward.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Acushnet's ability to rebound from recent sales declines, as the golf market is showing signs of recovery.

Supporting Evidence

The options market is pricing a smaller move than historical averages, indicating potential for a larger reaction.

Acushnet's strong brand loyalty could lead to better-than-expected sales despite economic pressures.

Key Risk

If golf equipment sales exceed expectations, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results will hinge on Acushnet's ability to navigate a challenging retail environment and meet or exceed expectations.

Bull Confirmed If

A revenue growth rate of 10% or more compared to the previous quarter would confirm the bull case.

Bear Confirmed If

If EPS falls below $1.20, it would support the bear case and raise concerns about profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move of about 2.76%, suggesting that traders expect limited volatility around the earnings report.

Options are pricing ±2.8% while GOLF has averaged ±4.8% over the last 8 prints — setup is pricing cheap.

Detail

ATM IV

0.3%

30d HV

38.1%

Calls (200)P/C Ratio: 1.00Puts (200)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests the stock could rise by around 5.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations but management is cautious, the stock may see a muted reaction.

Miss

Should the company miss expectations, history indicates a potential decline of about 0.80%, which could heighten concerns about its market position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Details on golf equipment sales growth and any shifts in consumer preferences.
2Management's commentary on supply chain challenges and how they are being addressed.
3Any updates on new product launches or marketing strategies.
4Insights into the competitive landscape and how Acushnet plans to differentiate itself.
5Future guidance on earnings and market conditions.