Acushnet Holdings Reports Q2 Earnings, Revenue Above Consensus

Acushnet Holdings reported Q2 EPS of $1.25, below the consensus of $1.38. The company also reported Q2 revenue of $720.5m, beating the consensus of $713.7m. Acushnet's President and CEO, David Maher, attributed the strong performance to growth in Titleist golf equipment and Golf gear, as well as positive response to new Pro V1 models and growth in Titleist GT drivers and fairways.

Acushnet Holdings (GOLF) reported its Q2 2025 earnings, revealing a mixed bag of results. The company posted earnings per share (EPS) of $1.25, falling short of the anticipated $1.32, marking a 5.3% negative surprise. However, revenue came in at $720.5 million, slightly surpassing the forecast of $717.39 million [3].

Acushnet's President and CEO, David Maher, attributed the strong performance to growth in Titleist golf equipment and golf gear, as well as the positive response to new Pro V1 models and growth in Titleist GT drivers and fairways [1]. Maher noted, "Acushnet delivered another strong performance in the second quarter while operating in this dynamic environment."

Despite the EPS miss, the company has shown strength in its premium golf equipment market, with notable sales increases in its Titleist brand across all regions. The company continues to benefit from a growing interest in golf, as evidenced by a 2% rise in worldwide golf rounds during the first half of the year [3].

InvestingPro analysis reveals the company’s impressive track record, including eight consecutive years of dividend raises and a healthy 48.2% gross profit margin over the last twelve months. Key Takeaways include revenue exceeding expectations with a modest increase and EPS falling short of forecasts, impacting investor sentiment. The stock price showed resilience with a pre-market uptick [3].

Looking ahead, Acushnet expects net sales to grow by low single digits in 2025, despite facing a $30 million tariff impact in the second half. The company plans to mitigate over 50% of this impact and anticipates continued sales growth across all segments [3]. The company’s financial stability is evidenced by its current ratio of 2.21 and moderate debt levels.

References:
1. [1] https://www.tipranks.com/news/the-fly/acushnet-holdings-reports-q2-eps-1-25-consensus-1-38-thefly
2. [2] https://www.marketscreener.com/news/acushnet-holdings-q2-earnings-revenue-rise-ce7c5edfdb8efe2d
3. [3] https://www.investing.com/news/transcripts/earnings-call-transcript-acushnet-holdings-q2-2025-sees-mixed-results-93CH-4177768