Acushnet Q2 Sales Surge 14% on New Product Launches; Raises Full-Year Outlook
GOLF sits 28% above its 52-week low of $73.09 on elevated volume (3.1× avg).
Summary
Acushnet reported Q2 2026 net sales of $820 million, up 14% year-over-year, and raised its full-year revenue and profit outlook. Net income attributable to Acushnet rose 65% to $124.8 million, aided by a $44.5 million tariff refund benefit.
Key Events · Earnings and Guidance · GOLF
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Q2 Sales Surge 14%
Net sales reached $820 million, up 14% year-over-year, driven by new GTS drivers, fairways, and latest T-Series irons, along with higher Pro V1 golf ball pricing.
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Net Income Jumps 65%
Net income attributable to Acushnet rose to $124.8 million from $75.6 million a year ago, boosted by a $44.5 million IEEPA tariff refund benefit and operating leverage.
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Full-Year Guidance Raised
Management increased its full-year revenue and profit outlook, reflecting confidence in the product cycle and sustained demand.
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Tariff Refund Windfall
Recognized $44.5 million in IEEPA tariff refunds in cost of goods sold, with an additional $0.6 million in SG&A and $1.5 million in interest expense benefits.
Analysis · GOLF · Manufacturing
Acushnet delivered a standout quarter, with net sales jumping 14% to $820 million, driven by new GTS drivers and fairways and latest T-Series irons. Net income attributable to Acushnet soared 65% to $124.8 million, boosted by a $44.5 million IEEPA tariff refund windfall. Management raised its full-year revenue and profit guidance, signaling confidence that the product cycle and operational momentum will continue. The company also entered a new $52.5 million share repurchase agreement with Magnus Holdings, adding a capital-return tailwind. The combination of accelerating top-line growth, margin expansion, and raised guidance makes this a thesis-affirming report.
At the time of this filing, GOLF was trading at $93.85 on NYSE in the Manufacturing sector, with a market capitalization of approximately $5.5B. The 52-week trading range was $73.09 to $119.65. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.