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Acushnet Holdings Corp.

Acushnet Holdings Corp.

NYSE•GOLF
CEO: Mr. David E. Maher
Sector: Consumer Cyclical
Industry: Leisure
Listing Date: 2016-10-28
Acushnet Holdings Corp. designs, develops, manufactures, and distributes golf products in the United States, Europe, the Middle East, Africa, Japan, Korea, and internationally. The company operates through four segments: Titleist Golf Balls, Titleist Golf Clubs, Titleist Golf Gear, and FootJoy Golf Wear. It offers golf balls under the Titleist brand; golf clubs, such as drivers, fairways, hybrids, and irons under the Titleist brand; wedges under the Vokey Design brand; and putters under the Scotty Cameron brand. The company also provides golf bags, headwear, golf gloves, travel products, and other golf accessories. In addition, it offers golf shoes, gloves, golf outerwear, and men's and women's golf apparel under the FootJoy brand; and ski, golf, and lifestyle apparel under the KJUS brand name. It sells its products through on-course golf shops and golf specialty retailers, as well as through representatives, other retailers, and online. The company was formerly known as Alexandria Holdings Corp. and changed its name to Acushnet Holdings Corp. in March 2016. Acushnet Holdings Corp. was founded in 1910 and is headquartered in Fairhaven, Massachusetts. Acushnet Holdings Corp. is a subsidiary of FILA Holdings Corporation.
Contact Information
333 Bridge Street, Fairhaven, MA, 02719, United States
800-225-8500
www.acushnetholdingscorp.com
Market Cap
$4.90B
P/E (TTM)
22.7
30.3
Dividend Yield
1.1%
52W High
$85.95
52W Low
$55.31
52W Range
92%
Rank29Top 12.7%
5.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Average • 5.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q3 2025 Data

Revenue

$657.66M+5.99%
4-Quarter Trend

EPS

$0.81-8.99%
4-Quarter Trend

FCF

$136.90M+10.67%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Sales Growth Net sales for nine months reached $2.08 B, marking a 3.5% increase over prior period results.
Gross Profit Expansion Gross profit grew $30.6 M to $1.01 B for nine months ended September 30, 2025.
Net Income Improvement Net income attributable to Acushnet rose to $223.4 M for nine months, an $8.0 M increase.
Strong Cash Position Unrestricted cash and equivalents totaled $88.1 M as of September 30, 2025, showing liquidity strength.

Risk Factors

Tariff Cost Uncertainty Tariff uncertainty increases costs; unable to fully mitigate risks from U.S. and foreign trade policies.
VBR Program Future Costs Expect $5.0 M additional restructuring costs related to the VBR program in Q4 2025.
Interest Rate Sensitivity Variable rate debt exposure means 1 point rate increase costs $5.5 M in annual pre-tax interest expense.
Lionscore Deconsolidation Impact Deconsolidation of Lionscore resulted in a $20.9 M non-cash gain, but future investment losses expected.

Outlook

Full Year Capex Forecast Expecting approximately $75.0 M in capital expenditures for the full year 2025, varying by project timing.
ERP Platform Investment Investing $35.0 M in capitalized implementation costs for the global cloud-based ERP platform this year.
Share Repurchase Capacity Board authorized $1.25 B repurchase program; $264.7 M remaining authorization as of September 30, 2025.
Upcoming Dividend Payment Board declared Q4 2025 dividend of $0.235 per share, payable on December 19, 2025.

Peer Comparison

Revenue (TTM)

Macy's, Inc.M
$22.71B
-2.8%
Silgan Holdings Inc.SLGN
$6.43B
+11.1%
Mattel, Inc.MAT
$5.23B
-2.4%

Gross Margin (Latest Quarter)

Crocs, Inc.CROX
58.5%
-1.1pp
Frontdoor, Inc.FTDR
57.2%
+2.6pp
Choice Hotels International, Inc.CHH
53.5%
+3.8pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
MAT$6.88B15.818.8%30.2%
M$6.05B12.810.8%30.7%
LTH$5.89B20.410.3%33.7%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
13.9%
Steady Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 26, 2026
|
EPS:-$0.26
|
Revenue:-
Reports
All Years
  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 5, 2025|
    Revenue: $657.66M+6.0%
    |
    EPS: $0.81-9.0%
    Miss
  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 7, 2025|
    Revenue: $720.48M+5.4%
    |
    EPS: $1.26+12.5%
    Miss
  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 7, 2025|
    Revenue: $703.37M-0.6%
    |
    EPS: $1.62+19.1%
    Beat
  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 27, 2025|
    Revenue: $2.46B+3.2%
    |
    EPS: $3.38+14.2%
    Beat
  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 7, 2024|
    Revenue: $620.50M+4.6%
    |
    EPS: $0.89+3.5%
    Beat
  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 6, 2024|
    Revenue: $683.87M-0.8%
    |
    EPS: $1.12+2.8%
    Miss
  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $707.55M+3.1%
    |
    EPS: $1.36-0.7%
    Beat
  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 29, 2024|
    Revenue: $2.38B+4.9%
    |
    EPS: $2.96+6.9%
    Beat