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 manufacturer of golf equipment and accessories, including Titleist and FootJoy brands....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and investor sentiment. A strong EPS can signal robust demand for Acushnet's products.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its market presence and sales, crucial for long-term sustainability.

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. (GOLF) is a leading manufacturer of golf equipment and accessories, including Titleist and FootJoy brands. As a part of the consumer discretionary sector, the company benefits from trends in leisure spending and outdoor activities, which can be influenced by economic conditions.

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 the estimate of $1.38. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Acushnet's upcoming earnings, especially after a series of mixed results in previous quarters. The market is watching for signs of recovery in sales and profitability.

Bull Case

If Acushnet can demonstrate strong demand for its products and exceed earnings expectations, it could signal a rebound in consumer spending and brand strength.

Bear Case

Conversely, if the company continues to miss earnings expectations or shows weak revenue growth, it may raise concerns about its market position and overall demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

Given the recent trend of missing EPS estimates, the market will closely watch if Acushnet can meet or exceed expectations this quarter.

How has consumer demand shifted in the golf equipment market?

Understanding changes in consumer behavior can provide insights into revenue growth and future sales potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Acushnet's ability to rebound from recent earnings misses due to strong brand loyalty and a recovering golf market.

Supporting Evidence

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

Acushnet's brand strength could lead to better-than-expected sales, especially if consumer spending improves.

Key Risk

If consumer demand shows unexpected strength, it could significantly alter the outlook for Acushnet.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will reflect Acushnet's ability to navigate a competitive market and changing consumer preferences.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, suggesting ongoing challenges in sales and 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, suggesting that traders expect limited volatility around the earnings announcement.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing cheap setup 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 outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, reflecting ongoing uncertainty in the market.

Miss

If the company misses expectations, history suggests a potential decline of around 0.80%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends in the golf market.
2Management's outlook on sales growth for the upcoming quarters.
3Details on cost management strategies and their impact on profitability.
4Insights into how Acushnet plans to innovate or expand its product lines.
5Any commentary on competitive pressures and market share.

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 manufacturer of golf equipment and accessories, including Titleist and FootJoy brands....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and investor sentiment. A strong EPS can signal robust demand for Acushnet's products.

N/A

Revenue Growth

Revenue growth indicates how well the company is expanding its market presence and sales, crucial for long-term sustainability.

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

In Q1-2026, Acushnet reported an EPS of $1.36, slightly missing the estimate of $1.38. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Acushnet can demonstrate strong demand for its products and exceed earnings expectations, it could signal a rebound in consumer spending and brand strength.

Bear Case

Conversely, if the company continues to miss earnings expectations or shows weak revenue growth, it may raise concerns about its market position and overall demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected EPS for Q2-2026?

Given the recent trend of missing EPS estimates, the market will closely watch if Acushnet can meet or exceed expectations this quarter.

How has consumer demand shifted in the golf equipment market?

Understanding changes in consumer behavior can provide insights into revenue growth and future sales potential.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Acushnet's ability to rebound from recent earnings misses due to strong brand loyalty and a recovering golf market.

Supporting Evidence

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

Acushnet's brand strength could lead to better-than-expected sales, especially if consumer spending improves.

Key Risk

If consumer demand shows unexpected strength, it could significantly alter the outlook for Acushnet.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's results are critical as they will reflect Acushnet's ability to navigate a competitive market and changing consumer preferences.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bull case, indicating strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, suggesting ongoing challenges in sales and 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, suggesting that traders expect limited volatility around the earnings announcement.

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)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing cheap setup 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 outlook for the company.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, reflecting ongoing uncertainty in the market.

Miss

If the company misses expectations, history suggests a potential decline of around 0.80%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends in the golf market.
2Management's outlook on sales growth for the upcoming quarters.
3Details on cost management strategies and their impact on profitability.
4Insights into how Acushnet plans to innovate or expand its product lines.
5Any commentary on competitive pressures and market share.