Acushnet Company (GOLF)

NYSEConsumer DiscretionaryLeisureSnapshot 2026-10-23

$81.31-0.81%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Acushnet Company’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

+0.1%

+10% or more+5%0%−5%−10% or less

4.11 → 4.11 EPS · FY ending Dec 31, 2027 · 5 analysts

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

Change in the same fiscal period’s mean EPS estimate from Sep 24, 2026 to Oct 24, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. Source: FMP consensus snapshots. The ±10% axis is a display range.

Measure / period	Management expectations	Analyst expectations
FY 2026 · Q4
Revenue	—	448.37M
EPS	—	-0.416
FY 2026 · Annual
Revenue	$2.65B–$2.68B	2.67B
EPS	—	4.009
EBITDA	$450M–$470Mnon-GAAP	—
Revenue growth (constant currency)	3.4%–4.3%	—
FY 2027 · Annual
Revenue	—	2.75B
EPS	—	4.114

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Dividend per share grows to about $0.26 in Q1 2026	Acushnet grows revenue about 4% yearly, hitting $2.64 billion in 2026.	Intact	Dividend per share fails to grow or declines next year	Dividend per share: $0.26 per share FY2026-Q2; GAAP. Published target: ~$0.26 per share. Target period is not explicitly aligned with this observation. Source published Aug 6, 20260.255 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 10e98273-0446-4039-b5a7-9b3e9c7d40cc. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Gross profit rises to about $355 million in Q1 2026	Profit margins improve with gross profit rising to $355 million in Q1 2026.	Improving	Gross profit falls below $337 million in Q1 2026	Gross profit: $445.831M FY2026-Q2; GAAP. Published target: ~$355 million. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026445,831,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 10e98273-0446-4039-b5a7-9b3e9c7d40cc. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue grows to about $2.64 billion in FY26	Acushnet grows revenue about 4% yearly, hitting $2.64 billion in 2026.	Intact	Revenue falls below $2.52 billion in FY26	Revenue: $819.951M FY2026-Q2; GAAP. Published target: ~$2.64 billion. Target period is not explicitly aligned with this observation. Source published Aug 6, 2026819,951,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 10e98273-0446-4039-b5a7-9b3e9c7d40cc. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 4 of last 4 quarters. Revenue grew from $703.4M in 2025-Q1 to $753.0M in 2026-Q1 (+7.1%), and from $720.5M in 2025-Q2 to $820.0M in 2026-Q2 (+13.8%). Q4 2025 revenue was $477.2M, up 7.2% from $445.2M in 2024-Q4. Management consistently emphasizes revenue growth driven by higher sales volumes and prices, and the trajectory is delivering. Delivery assessment Oct 24, 2026
Share repurchase program proceeds as planned	A supporting condition in Acushnet Company's published investment case. The stated target is Material share repurchases completed in 2026.	Intact	Buyback program is halted or materially reduced	Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPS$4.11

$4.12 → $4.11 · observed estimates

FY2027 revenue$2.75B

$2.76B → $2.75B · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$4.12	$2,756,503,497	5 / 7
2026-07-25	Unavailable	$2,756,499,000	4 / 8
2026-07-26	Unavailable	$2,756,499,000	4 / 8
2026-07-27	$4.12	$2,756,503,497	5 / 7
2026-07-28	Unavailable	$2,756,499,000	4 / 8
2026-07-29	Unavailable	$2,756,499,000	4 / 8
2026-07-30	Unavailable	$2,756,499,000	4 / 8
2026-07-31	Unavailable	$2,756,499,000	4 / 8
2026-08-01	$4.12	$2,756,503,497	5 / 7
2026-08-02	$4.12	$2,756,503,497	5 / 7
2026-08-03	Unavailable	$2,756,499,000	4 / 8
2026-08-04	Unavailable	$2,756,499,000	4 / 8
2026-08-05	$4.12	$2,756,503,497	5 / 7
2026-08-06	Unavailable	$2,756,499,000	4 / 8
2026-08-07	$4.12	$2,756,503,497	5 / 7
2026-08-08	Unavailable	$2,751,145,030	3 / 8
2026-08-09	Unavailable	$2,751,145,030	3 / 8
2026-08-10	$4.12	$2,756,503,497	5 / 7
2026-08-12	Unavailable	$2,754,957,530	4 / 8
2026-08-13	Unavailable	$2,754,957,530	4 / 8
2026-08-14	$4.12	$2,756,503,497	5 / 7
2026-08-15	$4.12	$2,756,503,497	5 / 7
2026-08-16	$4.12	$2,756,503,497	5 / 7
2026-08-17	$4.12	$2,756,503,497	5 / 7
2026-08-18	$4.12	$2,756,503,497	5 / 7
2026-08-19	$4.12	$2,756,503,497	5 / 7
2026-08-20	Unavailable	$2,754,673,960	4 / 6
2026-08-21	Unavailable	$2,754,673,960	4 / 6
2026-08-22	Unavailable	$2,754,673,960	4 / 6
2026-08-23	Unavailable	$2,754,673,960	4 / 6
2026-08-24	Unavailable	$2,754,673,960	4 / 6
2026-08-25	Unavailable	$2,754,673,960	4 / 6
2026-08-26	Unavailable	$2,754,673,960	4 / 6
2026-08-27	Unavailable	$2,754,673,960	4 / 6
2026-08-28	Unavailable	$2,754,673,960	4 / 6
2026-08-29	Unavailable	$2,755,019,620	4 / 6
2026-08-30	Unavailable	$2,755,019,620	4 / 6
2026-08-31	Unavailable	$2,755,019,620	4 / 6
2026-09-01	Unavailable	$2,755,019,620	4 / 6
2026-09-02	Unavailable	$2,755,019,620	4 / 6
2026-09-03	Unavailable	$2,757,473,960	4 / 6
2026-09-04	Unavailable	$2,757,473,960	4 / 6
2026-09-05	Unavailable	$2,757,473,960	4 / 6
2026-09-06	Unavailable	$2,757,473,960	4 / 6
2026-09-07	Unavailable	$2,757,473,960	4 / 6
2026-09-08	Unavailable	$2,757,473,960	4 / 6
2026-09-09	Unavailable	$2,757,473,960	4 / 6
2026-09-10	Unavailable	$2,757,473,960	4 / 6
2026-09-11	Unavailable	$2,757,473,960	4 / 6
2026-09-12	Unavailable	$2,757,473,960	4 / 6
2026-09-13	Unavailable	$2,757,473,960	4 / 6
2026-09-14	Unavailable	$2,757,473,960	4 / 6
2026-09-15	Unavailable	$2,757,473,960	4 / 6
2026-09-16	Unavailable	$2,757,473,960	4 / 6
2026-09-17	Unavailable	$2,757,989,715	4 / 7
2026-09-18	Unavailable	$2,757,989,715	4 / 7
2026-09-19	Unavailable	$2,757,989,715	4 / 7
2026-09-20	$4.11	$2,757,989,715	5 / 7
2026-09-21	$4.11	$2,757,989,715	5 / 7
2026-09-22	$4.11	$2,757,989,715	5 / 7
2026-09-23	$4.11	$2,757,989,715	5 / 7
2026-09-24	$4.11	$2,757,989,715	5 / 7
2026-09-25	$4.11	$2,757,989,715	5 / 7
2026-09-26	$4.11	$2,757,989,715	5 / 7
2026-09-27	$4.11	$2,757,989,715	5 / 7
2026-09-28	$4.11	$2,757,989,715	5 / 7
2026-09-29	$4.11	$2,757,989,715	5 / 7
2026-09-30	$4.11	$2,757,989,715	5 / 7
2026-10-01	$4.11	$2,757,989,715	5 / 7
2026-10-02	$4.11	$2,757,989,715	5 / 7
2026-10-03	$4.11	$2,757,989,715	5 / 7
2026-10-04	$4.11	$2,757,989,715	5 / 7
2026-10-05	$4.11	$2,757,989,715	5 / 7
2026-10-06	$4.11	$2,757,989,715	5 / 7
2026-10-07	$4.11	$2,757,989,715	5 / 7
2026-10-08	$4.11	$2,757,989,715	5 / 7
2026-10-09	$4.11	$2,757,989,715	5 / 7
2026-10-10	$4.11	$2,757,989,715	5 / 7
2026-10-11	$4.11	$2,757,989,715	5 / 7
2026-10-12	$4.11	$2,757,989,715	5 / 7
2026-10-13	$4.11	$2,757,989,715	5 / 7
2026-10-14	$4.11	$2,757,989,715	5 / 7
2026-10-15	$4.11	$2,753,839,715	5 / 7
2026-10-16	$4.11	$2,753,839,715	5 / 7
2026-10-17	$4.11	$2,753,839,715	5 / 7
2026-10-18	$4.11	$2,753,839,715	5 / 7
2026-10-19	$4.11	$2,753,839,715	5 / 7
2026-10-20	$4.11	$2,753,839,715	5 / 7
2026-10-21	$4.11	$2,753,839,715	5 / 7
2026-10-22	$4.11	$2,753,839,715	5 / 7
2026-10-23	$4.11	$2,753,839,715	5 / 7
2026-10-24	$4.11	$2,753,839,715	5 / 7

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	0	8	0
2026-06-01	0	7	0
2026-07-01	0	7	0
2026-08-01	0	7	0
2026-09-01	0	8	0
2026-10-01	0	8	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades1 maintains

Recent actions · Sep 25–Oct 24 · 1 recorded

Price-target changes

30 days

○ Previous · ● Latest · common dollar scale

StephensOct 14

$81.00New observation · no comparable prior

$0$44.55$89.10

0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Dividend per share grows to about $0.26 in Q1 2026Dividend per share: $0.26 per share
Gross profit rises to about $355 million in Q1 2026Gross profit: $445.831M
Revenue grows to about $2.64 billion in FY26Revenue: $819.951M
Share repurchase program proceeds as plannedDirect metric needs a verified mapping

Next proof point

Nov 4, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.0%Typical daily move · historical

Downside history

-34.2%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Acushnet Company outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a growth and margin-improvement story, with management also returning capital through dividends and share repurchases. The multi-year view remains intact, but earnings quality is fragile and the risk level has recently risen.

What's priced into Acushnet Company

GOLF is valued at a premium to peers, while the evidence says expectations and the valuation model are aligned. The priced-in assessment flags expensive valuation and weak execution quality, so the expectations gap is not clearly supportive.

What the fundamentals likely do

Near-term results have been strong: revenue grew year over year in the first two reported quarters of 2026, and second-quarter adjusted EBITDA and margins improved. Management is on track with its stated priorities, but elevated risk and fragile earnings quality make the next guidance update important.

What Acushnet Company hinges on

A guidance cut on the next call would be a meaningful negative, while continued delivery on revenue growth and margins would support the thesis. Consumer Discretionary sector signals also matter: continued strength among the named bellwethers could provide a tailwind, while misses or lower guidance could weaken it.