Equity Profile

GOLF

Acushnet Holdings Corp.

Consumer DiscretionaryLeisure Products$6.4B

Aug6Thu

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Acushnet Holdings Corp. (GOLF) is a leading manufacturer of golf equipment and apparel, known for its popular brands like Titleist and FootJoy....

Key Metrics to Watch

Earnings Per Share (EPS)

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

Not available

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, crucial for long-term success.

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 apparel, known for its popular brands like Titleist and FootJoy. As a part of the consumer discretionary sector, its performance is closely tied to consumer spending and trends in leisure activities, particularly in golf.

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 estimates, leading to an 8.36% drop in stock price the following day. The company continues to navigate a challenging retail environment.

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Acushnet's upcoming earnings are mixed, with uncertainty surrounding revenue and profitability due to recent performance trends.

Bull Case

If Acushnet can exceed EPS expectations and show strong revenue growth, it could signal a recovery in consumer spending and brand strength.

Bear Case

Conversely, if the company misses expectations again, it may raise concerns about its competitive position and ability to attract customers in a challenging market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

A significant EPS figure could either restore investor confidence or further highlight ongoing struggles in profitability.

How has consumer demand for golf products changed in recent months?

Understanding shifts in consumer demand will be crucial for assessing future revenue potential and overall market health.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Acushnet's potential for a rebound in consumer spending, especially as golf remains a popular leisure activity post-pandemic.

Supporting Evidence

The stock has historically reacted positively to earnings beats, suggesting potential upside if expectations are exceeded.

Options pricing indicates a smaller move than historical averages, suggesting the market may be overly cautious.

Key Risk

If consumer demand shows unexpected strength, it could significantly change the outlook for revenue and profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around Acushnet's ability to rebound from recent earnings misses and capitalize on consumer interest in golf.

Bull Confirmed If

An EPS of $1.50 or higher would confirm a strong recovery and positive consumer sentiment.

Bear Confirmed If

An EPS below $1.20 would indicate ongoing challenges and could lead to further stock declines.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move, suggesting that investors are uncertain about significant changes in stock price following 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)

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 about 5.14%, confirming a positive outlook.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, as investors weigh management's commentary against recent performance.

Miss

If the company misses expectations, the stock could drop by around 0.80%, reflecting ongoing concerns about its market position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for golf products.
2Details on cost management strategies and their impact on margins.
3Insights into inventory levels and sales performance across different regions.
4Management's outlook on the competitive landscape and market positioning.
5Any commentary on new product launches or marketing initiatives.

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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 apparel, known for its popular brands like Titleist and FootJoy....

Key Metrics to Watch

Earnings Per Share (EPS)

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

Not available

Revenue Growth

Revenue growth reflects the company's ability to increase sales and expand its market presence, crucial for long-term success.

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Overall, expectations for Acushnet's upcoming earnings are mixed, with uncertainty surrounding revenue and profitability due to recent performance trends.

Bull Case

If Acushnet can exceed EPS expectations and show strong revenue growth, it could signal a recovery in consumer spending and brand strength.

Bear Case

Conversely, if the company misses expectations again, it may raise concerns about its competitive position and ability to attract customers in a challenging market.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2-2026?

A significant EPS figure could either restore investor confidence or further highlight ongoing struggles in profitability.

How has consumer demand for golf products changed in recent months?

Understanding shifts in consumer demand will be crucial for assessing future revenue potential and overall market health.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating Acushnet's potential for a rebound in consumer spending, especially as golf remains a popular leisure activity post-pandemic.

Supporting Evidence

The stock has historically reacted positively to earnings beats, suggesting potential upside if expectations are exceeded.

Options pricing indicates a smaller move than historical averages, suggesting the market may be overly cautious.

Key Risk

If consumer demand shows unexpected strength, it could significantly change the outlook for revenue and profitability.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate centers around Acushnet's ability to rebound from recent earnings misses and capitalize on consumer interest in golf.

Bull Confirmed If

An EPS of $1.50 or higher would confirm a strong recovery and positive consumer sentiment.

Bear Confirmed If

An EPS below $1.20 would indicate ongoing challenges and could lead to further stock declines.

Pre-Earnings Positioning

Options Market

Implied Move

±2.76%

Historical Avg

±4.8%

Pricing cheap

The options market is pricing in a modest move, suggesting that investors are uncertain about significant changes in stock price following 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)

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 about 5.14%, confirming a positive outlook.

In-Line / Cautious

A cautious in-line report may lead to muted reactions, as investors weigh management's commentary against recent performance.

Miss

If the company misses expectations, the stock could drop by around 0.80%, reflecting ongoing concerns about its market position.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on consumer demand trends for golf products.
2Details on cost management strategies and their impact on margins.
3Insights into inventory levels and sales performance across different regions.
4Management's outlook on the competitive landscape and market positioning.
5Any commentary on new product launches or marketing initiatives.