Equity Profile

GOLF

Acushnet Holdings Corp.

Consumer DiscretionaryLeisure Products$6.4B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Acushnet Holdings Corp. is a leading company in the leisure products sector, primarily known for its golf equipment and accessories, including brands like Titleist and FootJoy....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth will indicate demand for Acushnet's products and overall market performance, especially in the competitive leisure products industry.

N/A

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

GOLF Q2-2026 Earnings Preview

Context

Company Snapshot

Acushnet Holdings Corp. is a leading company in the leisure products sector, primarily known for its golf equipment and accessories, including brands like Titleist and FootJoy. With a market cap of $6 billion, it plays a significant role in the consumer discretionary space, 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 below the expected $1.38, resulting in an 8.36% drop in stock price the following day. This miss continues a trend of mixed earnings surprises in recent quarters.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall expectations for Acushnet's upcoming earnings are cautious, especially given the recent trend of earnings misses. Investors will be looking for signs of recovery in profitability and revenue growth.

Bull Case

If Acushnet can exceed EPS expectations and show strong revenue growth, it could signal a rebound in consumer spending on leisure products, potentially driving the stock higher.

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, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and will it meet or exceed expectations?

Given the recent trend of earnings misses, the EPS figure will be crucial in determining market sentiment and investor confidence.

How is Acushnet's revenue growth trending in the current quarter?

Revenue growth is essential for assessing the company's market position and ability to attract consumers in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly cautious given Acushnet's recent earnings history, underestimating the potential for a rebound in consumer spending on leisure products.

Supporting Evidence

Options are pricing a 2.76% move, which is below the historical average of 4.81%, suggesting a lack of confidence in significant volatility.

The recent trend of earnings misses could be misleading, as the company has shown potential for strong rebounds in previous quarters.

Key Risk

If the EPS comes in above $1.40, it could challenge the current bearish sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Acushnet can turn around its recent earnings performance and regain consumer interest.

Bull Confirmed If

An EPS of $1.40 or higher would confirm a strong recovery and positive market sentiment.

Bear Confirmed If

An EPS below $1.30 would indicate ongoing struggles and could lead to further declines in stock price.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.81%

Pricing cheap

The options market is pricing in a modest move of about 2.76% in either direction following the earnings report, suggesting uncertainty among investors.

Options are pricing a smaller move compared to the historical average of 4.81%, indicating a potentially undervalued setup.

Detail

ATM IV

0.3%

30d HV

38.1%

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

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing cheap in Consumer Discretionary

n=30

Fade rate: 16 of 28 (57%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 16 of 28 faded and 12 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of +2.7% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests a potential stock increase of around 5.14%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management commentary.

Miss

A miss could lead to a decline of approximately 0.80%, reinforcing concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for golf equipment and accessories.
2Management's commentary on cost management strategies and their impact on profitability.
3Insights into inventory levels and how they are affecting sales.
4Any guidance on future revenue expectations and market conditions.
5Discussion on competitive pressures and how Acushnet plans to address them.

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. is a leading company in the leisure products sector, primarily known for its golf equipment and accessories, including brands like Titleist and FootJoy....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company is managing costs and generating income.

N/A

Revenue Growth

Revenue growth will indicate demand for Acushnet's products and overall market performance, especially in the competitive leisure products industry.

N/A

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Acushnet can exceed EPS expectations and show strong revenue growth, it could signal a rebound in consumer spending on leisure products, potentially driving the stock higher.

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, leading to further stock declines.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026, and will it meet or exceed expectations?

Given the recent trend of earnings misses, the EPS figure will be crucial in determining market sentiment and investor confidence.

How is Acushnet's revenue growth trending in the current quarter?

Revenue growth is essential for assessing the company's market position and ability to attract consumers in a competitive landscape.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be overly cautious given Acushnet's recent earnings history, underestimating the potential for a rebound in consumer spending on leisure products.

Supporting Evidence

Options are pricing a 2.76% move, which is below the historical average of 4.81%, suggesting a lack of confidence in significant volatility.

The recent trend of earnings misses could be misleading, as the company has shown potential for strong rebounds in previous quarters.

Key Risk

If the EPS comes in above $1.40, it could challenge the current bearish sentiment and shift investor expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Acushnet can turn around its recent earnings performance and regain consumer interest.

Bull Confirmed If

An EPS of $1.40 or higher would confirm a strong recovery and positive market sentiment.

Bear Confirmed If

An EPS below $1.30 would indicate ongoing struggles and could lead to further declines in stock price.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.81%

Pricing cheap

The options market is pricing in a modest move of about 2.76% in either direction following the earnings report, suggesting uncertainty among investors.

Options are pricing a smaller move compared to the historical average of 4.81%, indicating a potentially undervalued setup.

Detail

ATM IV

0.3%

30d HV

38.1%

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

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing cheap in Consumer Discretionary

n=30

Fade rate: 16 of 28 (57%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests a potential stock increase of around 5.14%, confirming a positive turnaround narrative.

In-Line / Cautious

If results are in line with expectations, the stock may experience a muted reaction as investors await further clarity from management commentary.

Miss

A miss could lead to a decline of approximately 0.80%, reinforcing concerns about the company's growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for golf equipment and accessories.
2Management's commentary on cost management strategies and their impact on profitability.
3Insights into inventory levels and how they are affecting sales.
4Any guidance on future revenue expectations and market conditions.
5Discussion on competitive pressures and how Acushnet plans to address them.