Equity Profile

GOLF

Acushnet Holdings Corp.

Consumer DiscretionaryLeisure Products$5.3B

May6Wed

Post-Earnings Recap

ReportedQ1-2026Pre-Market6:03 AM EDT

Acushnet Holdings Corp. Misses on EPS, Stock Down 8.36%

Metric	Actual	Expected	Surprise
EPS	$1.36	$1.47	-1.59%
Revenue	N/A	$722M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Acushnet Holdings Corp. Misses on EPS, Stock Down 8.36%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.36	$1.47	-1.59%
Revenue	N/A	$722M	N/A

Management Commentary

Tone: Unknown

No transcript is on record for this earnings call, so the analysis is based solely on numerical results.

What It Means

Acushnet Holdings Corp. reported earnings that fell short of expectations, particularly in EPS, which contributed to a significant stock decline of 8.36%. The lack of revenue data and guidance may raise concerns among investors about the company's future performance. Overall, the disappointing results could lead to increased scrutiny from analysts and investors alike.

Company Snapshot

Acushnet Holdings Corp. (GOLF) is a leading manufacturer of golf equipment and accessories, including Titleist and FootJoy brands....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

$1.47

Revenue

Total revenue reflects the company's sales performance and market demand for its products.

$722M

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

Original Pre-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 player in the consumer discretionary sector, it benefits from trends in leisure spending and outdoor activities, particularly as golf continues to grow in popularity.

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 Q4 2025, Acushnet reported an unexpected loss with an EPS of -$0.58, significantly missing estimates. Despite the disappointing results, the stock saw a positive reaction the following day.

Management Promises & Guidance

Focus on improving product innovation and customer engagement.
Commitment to expanding market presence in key regions.
Plans to enhance supply chain efficiency.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Acushnet's upcoming earnings, expecting a rebound in EPS and revenue after a challenging last quarter. However, the company faces pressure to deliver on these expectations to regain investor confidence.

Bull Case

If Acushnet can exceed the EPS estimate and show strong revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor sentiment.

Bear Case

Conversely, if the company misses earnings expectations again, it could raise concerns about its market position and ability to compete, leading to further stock declines.

Key Metrics to Watch

EPS

$1.47

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

Revenue

$722M

Total revenue reflects the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Acushnet achieve an EPS of $1.47 or better?

This figure is critical as it will indicate whether the company has successfully turned around its profitability after a disappointing last quarter.

What revenue growth can we expect relative to the consensus of $722M?

Revenue performance will provide insight into market demand and the effectiveness of Acushnet's strategies to engage consumers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Acushnet's ability to rebound from its last quarter's performance, as consumer interest in golf remains strong despite economic pressures.

Supporting Evidence

Recent trends show increased participation in golf, which could boost sales.

The options market indicates a higher expected move, suggesting traders are anticipating significant news.

Historical performance shows that Acushnet has a tendency to surprise positively after a miss.

Key Risk

If revenue comes in below $700M, it could undermine confidence in the company's recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it follows a series of mixed results, and investor confidence hinges on whether Acushnet can deliver solid financial metrics.

Bull Confirmed If

An EPS of $1.50 or higher with revenue exceeding $725M would confirm the bull case.

Bear Confirmed If

An EPS below $1.43 or revenue falling short of $712M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±6.82%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±6.7% while GOLF has averaged ±4.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

24.7%

Calls (0)P/C Ratio: 0.01Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Discretionary

n=30

Fade rate: 9 of 16 (56%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. 9 of 16 faded and 7 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.3%, with a raw directional average of +1.2% (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 +4.76%, confirming a positive turnaround narrative.

In-Line / Cautious

An in-line result may lead to a muted reaction, as investors await more clarity on future guidance and market conditions.

Miss

Should the company miss expectations, history suggests a potential decline of around +1.09%, raising concerns about its competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and how it may drive sales.
2Insights into consumer demand trends for golf products.
3Management's outlook on market conditions and competitive landscape.
4Details on supply chain improvements and their impact on costs.
5Guidance on future revenue expectations and strategic initiatives.

See the full picture

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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

EPS

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

$1.47

Revenue

Total revenue reflects the company's sales performance and market demand for its products.

$722M

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

Original Pre-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 Q4 2025, Acushnet reported an unexpected loss with an EPS of -$0.58, significantly missing estimates. Despite the disappointing results, the stock saw a positive reaction the following day.

Management Promises & Guidance

Focus on improving product innovation and customer engagement.
Commitment to expanding market presence in key regions.
Plans to enhance supply chain efficiency.

Expectations

Wall Street Expectations

Bull Case

If Acushnet can exceed the EPS estimate and show strong revenue growth, it may signal a recovery in demand and operational efficiency, boosting investor sentiment.

Bear Case

Conversely, if the company misses earnings expectations again, it could raise concerns about its market position and ability to compete, leading to further stock declines.

Key Metrics to Watch

EPS

$1.47

Earnings per share is a key indicator of profitability and helps gauge the company's financial health.

Revenue

$722M

Total revenue reflects the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Acushnet achieve an EPS of $1.47 or better?

This figure is critical as it will indicate whether the company has successfully turned around its profitability after a disappointing last quarter.

What revenue growth can we expect relative to the consensus of $722M?

Revenue performance will provide insight into market demand and the effectiveness of Acushnet's strategies to engage consumers.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Acushnet's ability to rebound from its last quarter's performance, as consumer interest in golf remains strong despite economic pressures.

Supporting Evidence

Recent trends show increased participation in golf, which could boost sales.

The options market indicates a higher expected move, suggesting traders are anticipating significant news.

Historical performance shows that Acushnet has a tendency to surprise positively after a miss.

Key Risk

If revenue comes in below $700M, it could undermine confidence in the company's recovery.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it follows a series of mixed results, and investor confidence hinges on whether Acushnet can deliver solid financial metrics.

Bull Confirmed If

An EPS of $1.50 or higher with revenue exceeding $725M would confirm the bull case.

Bear Confirmed If

An EPS below $1.43 or revenue falling short of $712M would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±6.82%

Historical Avg

±4.8%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±6.7% while GOLF has averaged ±4.8% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

24.7%

Calls (0)P/C Ratio: 0.01Puts (2K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Consumer Discretionary

n=30

Fade rate: 9 of 16 (56%)

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 +4.76%, confirming a positive turnaround narrative.

In-Line / Cautious

An in-line result may lead to a muted reaction, as investors await more clarity on future guidance and market conditions.

Miss

Should the company miss expectations, history suggests a potential decline of around +1.09%, raising concerns about its competitive position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product innovation and how it may drive sales.
2Insights into consumer demand trends for golf products.
3Management's outlook on market conditions and competitive landscape.
4Details on supply chain improvements and their impact on costs.
5Guidance on future revenue expectations and strategic initiatives.