Abstract
Acushnet Holdings Corp. will report on May 06, 2026 Pre-Market; our preview compiles the latest quarterly estimates, last quarter’s performance, business mix, and the balance of professional opinions to frame what matters most for this print.
Market Forecast
Consensus for the current quarter points to revenue of 721.98 million US dollars, EBIT of 121.15 million US dollars, and EPS of 1.41, implying year-over-year growth of 3.47%, 4.67%, and 7.57% respectively; model implications suggest improving operating profit with mixed EPS trajectory versus multi-period trends. The company’s mainstay businesses are expected to benefit from steady sell-in and replenishment into the golf season, while the outlook monitors pricing, product mix, and channel inventory health. The most promising segment centers on golf equipment tied to product cycles and premium ball momentum, where continued innovation and stable demand are expected to support revenue and year-on-year gains.
Last Quarter Review
Last quarter, revenue was 477.22 million US dollars, gross profit margin was 44.14%, GAAP net profit attributable to the parent company was -34.90 million US dollars with a net profit margin of -7.31%, and adjusted EPS was -0.30, with year-over-year revenue growth of 7.20%. Inventory phasing and typical seasonality produced a loss quarter while gross efficiency held, supported by resilient pricing and merchandising discipline. By business mix, golf equipment generated 1.60 billion US dollars, golf apparel 569.91 million US dollars, and Titleist golf gear 244.95 million US dollars on a trailing basis, with equipment remaining the largest revenue contributor and exhibiting the strongest expansion potential into peak season.
Current Quarter Outlook
Main business: Golf equipment and seasonal sell-through
The setup into the current quarter leans on a production and launch cadence that supports premium golf ball, club, and wedge sell-through as on-course rounds normalize. The projected revenue of 721.98 million US dollars and EBIT of 121.15 million US dollars imply a return to profitability and margin rebuild from the winter lull, consistent with demand transitioning from sell-in to sell-through. Operating leverage should be most apparent in golf equipment as price realization and product mix skew to higher-margin SKUs, although promotional intensity remains a monitoring item as retailers align receipts with rounds-played data.
Most promising business: Premium golf equipment
Premium golf equipment is positioned to lead incremental growth, aided by continuous innovation cycles and stable end-demand among dedicated golfers. The category’s scale—1.60 billion US dollars on a trailing basis—allows manufacturing efficiencies and marketing ROI to flow through as volumes improve with the season. Given the forecast year-over-year revenue lift of 3.47%, an above-company growth profile in premium balls and clubs would support gross margin stability and EPS delivery, assuming disciplined channel inventory and favorable product mix.
Stock-price drivers this quarter
Share performance will likely hinge on the balance between revenue growth and gross margin resilience as the company navigates pricing, freight, and input costs. Investors will focus on whether operating expense discipline allows EBIT growth of 4.67% to convert into the forecast EPS of 1.41 without raising promotional support. Commentary on channel inventory, replenishment cadence, and any updates to full-year guidance will be pivotal, given the seasonally significant quarters ahead.
Analyst Opinions
Most analysts hold a constructive stance into the print, citing expected in-season normalization, modest revenue growth of 3.47%, and operating leverage supporting EBIT expansion. Well-followed institutional models favor premium equipment performance and inventory health as core supports for the return to profitability, with emphasis on sustaining gross margin in the mid-40% range during peak demand.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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