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, known for its Titleist and FootJoy brands....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Not available

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for sustaining profitability.

Not available

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, known for its Titleist and FootJoy brands. As a player in the consumer discretionary sector, Acushnet's performance is closely tied to consumer spending trends and the overall health of the leisure products market.

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 expectations. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the upcoming earnings report, especially after a series of earnings misses. The market is looking for signs of recovery in profitability and sales.

Bull Case

If Acushnet can demonstrate strong demand for its products and improve its margins, it could lead to a positive surprise and a rebound in stock price.

Bear Case

Continued weakness in sales or further earnings misses could lead to a sell-off, especially given the stock's recent performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the EPS figure for Q2-2026?

The EPS will be a critical indicator of Acushnet's profitability and could significantly impact investor sentiment.

How did revenue perform compared to last year?

Revenue performance will provide insight into the company's sales trends and overall market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Acushnet's brand strength to drive sales despite economic headwinds.

Supporting Evidence

The company's strong brand loyalty could lead to better-than-expected sales figures.

Options pricing suggests a significant move, indicating that traders anticipate volatility, which could be a sign of underlying strength.

Key Risk

If Acushnet reports a strong rebound in sales, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Acushnet can recover from previous earnings misses and show growth in a competitive market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $1.20 would indicate ongoing challenges in sales and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.36%

Historical Avg

±4.8%

Pricing cheap

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

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests a potential stock move of +5.14%, confirming a recovery narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

A miss could lead to a drop of around -0.80%, reinforcing concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product demand trends for Titleist and FootJoy brands.
2Management's commentary on cost control measures and margin improvement.
3Insights into consumer spending patterns in the leisure sector.
4Any guidance on future sales expectations or market conditions.
5Details on inventory levels and supply chain management.

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, known for its Titleist and FootJoy brands....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the company's profitability and financial health, which investors closely monitor.

Not available

Revenue Growth

Revenue growth reflects the company's ability to increase sales, which is crucial for sustaining profitability.

Not available

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 expectations. The stock reacted negatively, dropping 8.36% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the upcoming earnings report, especially after a series of earnings misses. The market is looking for signs of recovery in profitability and sales.

Bull Case

If Acushnet can demonstrate strong demand for its products and improve its margins, it could lead to a positive surprise and a rebound in stock price.

Bear Case

Continued weakness in sales or further earnings misses could lead to a sell-off, especially given the stock's recent performance.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the EPS figure for Q2-2026?

The EPS will be a critical indicator of Acushnet's profitability and could significantly impact investor sentiment.

How did revenue perform compared to last year?

Revenue performance will provide insight into the company's sales trends and overall market demand.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the potential for Acushnet's brand strength to drive sales despite economic headwinds.

Supporting Evidence

The company's strong brand loyalty could lead to better-than-expected sales figures.

Options pricing suggests a significant move, indicating that traders anticipate volatility, which could be a sign of underlying strength.

Key Risk

If Acushnet reports a strong rebound in sales, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The market is debating whether Acushnet can recover from previous earnings misses and show growth in a competitive market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong demand and profitability.

Bear Confirmed If

An EPS below $1.20 would indicate ongoing challenges in sales and profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±13.36%

Historical Avg

±4.8%

Pricing cheap

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

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)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Acushnet beats expectations, history suggests a potential stock move of +5.14%, confirming a recovery narrative.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors digest the news.

Miss

A miss could lead to a drop of around -0.80%, reinforcing concerns about the company's growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on product demand trends for Titleist and FootJoy brands.
2Management's commentary on cost control measures and margin improvement.
3Insights into consumer spending patterns in the leisure sector.
4Any guidance on future sales expectations or market conditions.
5Details on inventory levels and supply chain management.