Pulling SEC filings + quote and writing the call…

Acushnet Holdings Corp.
Next earnings Aug 5, 2026 · consensus $1.66 EPS, $804M rev
Last earnings -8.4% on 2026-05-06
Acushnet's Titleist moat and 24% ROE are real, but falling earnings and cash flow against a 34.6x multiple make it a full-priced hold.
Revenue $2.56B · FY2025
Middling fundamentals and a rich price (~75% above fair value) leave little margin of safety — a wait-and-see.
Acushnet owns the premier brands in golf — Titleist (the Pro V1 dominates the golf-ball market) and FootJoy — a portfolio with genuine pricing power and brand loyalty among committed golfers. That moat shows up in the financials: gross margin of 47.7% and an excellent 24.1% ROE. Revenue grew 4.1% to $2.56B, the fifth straight year of steady top-line gains ($2.15B in FY2021 to $2.56B in FY2025), reflecting the durable, recurring nature of golf-equipment demand.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.15B | $2.27B | $2.38B | $2.46B | $2.56B |
| Gross profit | $1.12B | $1.05B | $1.12B | $1.19B | $1.22B |
| Operating income | $260M | $282M | $285M | $304M | $299M |
| Net income | $179M | $199M | $198M | $214M | $189M |
| Diluted EPS | $2.38 | $2.75 | $2.94 | $3.37 | $3.11 |
| Net margin | 8.3% | 8.8% | 8.3% | 8.7% | 7.4% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0001672013, latest 10-Q filed 2026-05-06) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:08 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-22 | Yoon Yoon Soo (Gene) Director | Award | 51.01 @ $107.09 | $5.46K |
| 2026-06-22 | TISHMAN STEVEN Director | Award | 76.31 @ $107.09 | $8.17K |
| 2026-06-22 | Singer Jan Director | Award | 27.92 @ $107.09 | $2.99K |
| 2026-06-22 | Maher David Eugene President and CEO | Award | 1.97K @ $107.09 | $211K |
| 2026-06-22 | Hewett Gregory A. Director | Award | 76.31 @ $107.09 | $8.17K |
| 2026-06-22 | Bohn Mary Louise President-Titleist Golf Balls | Award | 500.84 @ $107.09 | $53.6K |
| 2026-06-11 | Mohamed Nicholas N Principal Accounting Officer | Sell | 528.85 @ $95.00 | $50.2K |
| 2026-06-08 | Yoon Yoon Soo (Gene) Director | Award | 2.21K @ $90.52 | $200K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1042 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.