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Acushnet Holdings Corp.

Acushnet Holdings Corp.

NYSE•GOLF
CEO: Mr. David E. Maher
セクター: Consumer Cyclical
業種: Leisure
上場日: 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.
連絡先情報
333 Bridge Street, Fairhaven, MA, 02719, United States
800-225-8500
www.acushnetholdingscorp.com
時価総額
$5.84B
PER (TTM)
27.1
32.3
配当利回り
0.9%
52週高値
$104.81
52週安値
$55.31
52週レンジ
89%
順位22Top 8.4%
5.9
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.9 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2025 データ

売上高

$657.66M+5.99%
直近4四半期の推移

EPS

$0.81-8.99%
直近4四半期の推移

フリーCF

$136.90M+10.67%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

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.

リスク要因

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.

見通し

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.

同業比較

売上高 (TTM)

Macy's, Inc.M
$22.71B
-2.8%
Asbury Automotive Group, Inc.ABG
$18.00B
+4.7%
Graphic Packaging Holding CompanyGPK
$8.62B
-2.2%

粗利益率 (最新四半期)

Brinker International, Inc.EAT
74.5%
+54.7pp
Frontdoor, Inc.FTDR
57.2%
+0.7pp
Crocs, Inc.CROX
54.7%
-1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
EAT$7.11B16.1134.2%64.1%
LTH$6.41B22.210.3%52.7%
M$5.91B12.510.8%30.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
13.9%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年2月26日
|
EPS:-$0.27
|
売上高:$453.59M
財務レポート
財務データ
ニュース
全年度
  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年11月5日|
    売上高: $657.66M+6.0%
    |
    EPS: $0.81-9.0%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月7日|
    売上高: $720.48M+5.4%
    |
    EPS: $1.26+12.5%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月7日|
    売上高: $703.37M-0.6%
    |
    EPS: $1.62+19.1%
    予想を上回る
  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月27日|
    売上高: $2.46B+3.2%
    |
    EPS: $3.38+14.2%
    予想を上回る
  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月7日|
    売上高: $620.50M+4.6%
    |
    EPS: $0.89+3.5%
    予想を上回る
  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月6日|
    売上高: $683.87M-0.8%
    |
    EPS: $1.12+2.8%
    予想を下回る
  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月7日|
    売上高: $707.55M+3.1%
    |
    EPS: $1.36-0.7%
    予想を上回る
  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月29日|
    売上高: $2.38B+4.9%
    |
    EPS: $2.96+6.9%
    予想を上回る