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 company in the leisure products sector, primarily known for its golf equipment and accessories....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company managed costs and sales.

Not available

Revenue Growth

Revenue growth will indicate how well Acushnet is performing in a competitive market, especially with consumer discretionary spending.

Not available

1 more metrics, 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 company in the leisure products sector, primarily known for its golf equipment and accessories. With a market cap of $5 billion, it plays a significant role in consumer spending trends, particularly in the sports and leisure markets.

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

Overall expectations for Acushnet's upcoming earnings are cautious, given the recent earnings miss and the lack of analyst estimates.

Bull Case

If Acushnet can report strong sales growth and better-than-expected EPS, it may signal a rebound in consumer spending and brand strength.

Bear Case

Conversely, if the company continues to miss earnings expectations and shows weak sales, it could further dampen investor confidence and lead to a significant stock decline.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could lead to a strong market reaction.

How are golf equipment sales trending in the current market?

Understanding sales trends will provide insight into consumer demand and the company's competitive position in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in golf equipment sales, especially given seasonal trends and recent consumer spending patterns.

Supporting Evidence

Options are pricing a 2.76% move, which is below the historical average of 4.81%.

The company's brand loyalty and market position could lead to stronger sales than anticipated.

Recent trends in leisure spending suggest a potential uptick in demand for golf products.

Key Risk

If golf equipment sales exceed expectations, 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 recent earnings misses and show solid growth in a competitive environment.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a relatively modest move, suggesting that investors are uncertain about the upcoming earnings results.

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 the stock could rise by around 5.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of about 0.80%, which could further shake investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on golf equipment sales trends and consumer demand.
2Management's outlook on profitability and cost management strategies.
3Insights into market competition and Acushnet's positioning.
4Comments on inventory levels and supply chain challenges.
5Any guidance on future earnings expectations or strategic initiatives.

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 company in the leisure products sector, primarily known for its golf equipment and accessories....

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of profitability and will show how well the company managed costs and sales.

Not available

Revenue Growth

Revenue growth will indicate how well Acushnet is performing in a competitive market, especially with consumer discretionary spending.

Not available

1 more metrics, 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

Overall expectations for Acushnet's upcoming earnings are cautious, given the recent earnings miss and the lack of analyst estimates.

Bull Case

If Acushnet can report strong sales growth and better-than-expected EPS, it may signal a rebound in consumer spending and brand strength.

Bear Case

Conversely, if the company continues to miss earnings expectations and shows weak sales, it could further dampen investor confidence and lead to a significant stock decline.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the reported EPS for Q2-2026?

EPS is a critical measure of profitability, and a significant deviation from expectations could lead to a strong market reaction.

How are golf equipment sales trending in the current market?

Understanding sales trends will provide insight into consumer demand and the company's competitive position in the market.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating the potential for a rebound in golf equipment sales, especially given seasonal trends and recent consumer spending patterns.

Supporting Evidence

Options are pricing a 2.76% move, which is below the historical average of 4.81%.

The company's brand loyalty and market position could lead to stronger sales than anticipated.

Recent trends in leisure spending suggest a potential uptick in demand for golf products.

Key Risk

If golf equipment sales exceed expectations, 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 recent earnings misses and show solid growth in a competitive environment.

Bull Confirmed If

An EPS of $1.40 or higher would confirm the bull case, indicating strong profitability.

Bear Confirmed If

An EPS below $1.20 would confirm the bear case, suggesting ongoing challenges in profitability.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a relatively modest move, suggesting that investors are uncertain about the upcoming earnings results.

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 the stock could rise by around 5.14%, confirming a positive outlook.

In-Line / Cautious

If results are in line but cautious commentary is provided, the stock may experience muted movement as investors digest the information.

Miss

If the company misses expectations, history suggests a potential decline of about 0.80%, which could further shake investor confidence.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on golf equipment sales trends and consumer demand.
2Management's outlook on profitability and cost management strategies.
3Insights into market competition and Acushnet's positioning.
4Comments on inventory levels and supply chain challenges.
5Any guidance on future earnings expectations or strategic initiatives.