Acushnet Holdings Corp.
- Open
- 112.99
- Day high
- 113.68
- Day low
- 109.94
- Prev close
- 113.72
- Volume
- 284K
- Mkt cap
- $6.5B
- P/E (TTM)
- 38.8
- EPS (TTM)
- $2.85
- P/B
- 7.9
- P/S
- 2.5
- Yield
- 0.89%
- Per share
- $0.98
- ▼Insiders net selling -$1.4M over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions mixed (13F)
Acushnet Holdings Corp. (GOLF) is a Consumer Cyclical company listed on NYSE. The stock is up 45% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4).
Acushnet Holdings Corp. (GOLF) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GOLF earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 6, 2026 | $1.38 | $1.36 | -1.4% | $753M | +4.2% |
| Feb 26, 2026 | $-0.27 | $-0.58 | -114.8% | $477M | +5.2% |
| Nov 5, 2025 | $0.85 | $0.81 | -4.7% | $658M | +44.9% |
| Aug 7, 2025 | $1.33 | $1.25 | -6.0% | $720M | +13.4% |
| May 7, 2025 | $1.32 | $1.62 | +22.7% | $703M | -1.7% |
| Feb 27, 2025 | $-0.33 | $-0.02 | +93.9% | $445M | -39.0% |
| Nov 7, 2024 | $0.79 | $0.89 | +12.7% | $621M | +35.8% |
| Feb 29, 2024 | $-0.37 | $-0.41 | -10.8% | $413M | -4.0% |
| Nov 2, 2023 | $0.55 | $0.85 | +54.5% | $593M | +38.2% |
| Aug 3, 2023 | $0.92 | $1.09 | +18.5% | $689M | +2.5% |
| May 4, 2023 | $1.09 | $1.36 | +24.8% | $686M | +9.2% |
| Mar 1, 2023 | $0.01 | $0.02 | +100.0% | $447M | +5.1% |
GOLF insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 23, 2026 | Hewett Gregory A.director | Grant | 76 | $107.09 |
| Jun 23, 2026 | TISHMAN STEVENdirector | Grant | 76 | $107.09 |
| Jun 23, 2026 | Yoon Yoon Soo (Gene)director, 10 percent owner: | Grant | 51 | $107.09 |
| Jun 23, 2026 | Singer Jandirector | Grant | 28 | $107.09 |
| Jun 23, 2026 | Maher David Eugenedirector, officer: President and CEO | Grant | 1,969 | $107.09 |
| Jun 23, 2026 | Bohn Mary Louiseofficer: President-Titleist Golf Balls | Grant | 501 | $107.09 |
| Jun 12, 2026 | Mohamed Nicholas Nofficer: Principal Accounting Officer | Sell | 529 | $95.00 |
| Jun 10, 2026 | Yoon Keun Chang Kevindirector, 10 percent owner: | Grant | 1,767 | $90.52 |
| Jun 10, 2026 | TISHMAN STEVENdirector | Grant | 1,767 | $90.52 |
| Jun 10, 2026 | Yoon Yoon Soo (Gene)director, 10 percent owner: | Grant | 2,209 | $90.52 |
| Jun 10, 2026 | Cunningham Leanne Ddirector | Grant | 1,767 | $90.52 |
| Jun 10, 2026 | Lee Ho Yeon (Aaron)director, 10 percent owner: | Grant | 1,767 | $90.52 |
| Jun 10, 2026 | Singer Jandirector | Grant | 1,767 | $90.52 |
| Jun 10, 2026 | Hewett Gregory A.director | Grant | 1,767 | $90.52 |
| May 28, 2026 | Pelisek Steven Francisofficer: President-Titleist Golf Clubs | Sell | 487 | $91.92 |
Source: GOLF SEC Form 4 filings, latest Jun 23, 2026. For informational purposes only — not investment advice.
See the full GOLF insider & 13F page →Acushnet Holdings Corp. company profile
Overview
Acushnet Holdings Corp. (NYSE:GOLF) is a leading manufacturer and distributor of golf equipment and apparel, founded in 1910 and headquartered in Fairhaven, Massachusetts. The company went public in October 2016 and operates as the parent company of several iconic golf brands, most notably Titleist and FootJoy. With over a century of history in the golf industry, Acushnet has established itself as a premium brand focused on performance-oriented golf products for dedicated golfers worldwide.
Business
Acushnet operates in the golf equipment and apparel industry, which serves the global golf market of approximately 28 million golfers in the United States alone. The company's business is organized into four main segments that collectively generated $2.46 billion in revenue in 2024. Titleist Golf Balls represents the company's largest and most profitable segment, accounting for approximately 35-40% of total revenue. This division produces premium golf balls under the Titleist brand, including the flagship Pro V1 and Pro V1x models that are widely used by professional golfers and serious amateurs. Golf balls are consumable products that golfers regularly replace due to loss or wear, creating recurring demand. Titleist Golf Clubs generates roughly 25-30% of revenue and manufactures a complete range of golf clubs including drivers, fairway woods, hybrids, and irons under the Titleist brand. The segment also includes specialized wedges under the Vokey Design brand and premium putters under the Scotty Cameron brand. These products typically represent significant investments for golfers and are replaced less frequently than balls. Titleist Golf Gear contributes approximately 10-15% of revenue and includes golf bags, headwear, gloves, travel products, head covers, and other accessories. This segment also offers customization and personalization services, allowing golfers to add custom logos, text, or colors to their equipment. FootJoy Golf Wear accounts for roughly 20-25% of revenue and produces golf shoes, gloves, outerwear, and men's and women's golf apparel under the FootJoy brand. The segment also includes ski, golf, and lifestyle apparel under the KJUS brand, serving both on-course and off-course markets.
Revenue model
Acushnet generates revenue primarily through direct product sales to golf retailers, on-course pro shops, and increasingly through direct-to-consumer channels. The company's customers include golf specialty retailers, on-course golf shops at country clubs and public courses, sporting goods chains, and individual consumers purchasing online or through fitting centers. The business model benefits from several revenue streams. Golf balls provide recurring revenue as they are consumable products that golfers regularly replace. Golf clubs generate larger transaction values but with longer replacement cycles, typically 3-7 years for most golfers. Apparel and accessories offer seasonal purchasing patterns and fashion-driven replacement cycles. Several factors influence the company's margins and profitability. Positive margin drivers include the company's premium brand positioning allowing for higher pricing, the dedicated golfer customer base that prioritizes performance over price, economies of scale in manufacturing, and the ability to pass through some cost increases via pricing. The company's focus on fitting services and customization also commands premium pricing. Margin pressures come from raw material cost inflation, particularly rubber and other petrochemical-based materials used in golf balls, tariffs on imported goods (estimated $75 million impact in 2025), foreign exchange fluctuations affecting international sales, seasonal weather patterns that impact golf participation, and competitive promotional activity in retail channels. Supply chain disruptions and the ongoing transition of footwear manufacturing from China to Vietnam also create temporary cost pressures.
Competitive moat
Acushnet possesses a moderate to strong competitive moat built primarily on brand strength and customer loyalty in the premium golf equipment market. The Titleist brand enjoys exceptional recognition among serious golfers, with the Pro V1 golf ball maintaining market leadership for over two decades. This brand equity creates significant customer switching costs, as golfers develop strong preferences for specific ball characteristics and club performance. The company's moat is reinforced by its extensive professional tour presence, where Titleist equipment is widely used by PGA Tour professionals, creating aspirational value for amateur golfers. The company's investment in custom fitting services and the Titleist Performance Institute creates additional customer touchpoints and switching costs. However, the moat faces several challenges. The golf equipment market is mature with limited growth, making it susceptible to economic downturns that could pressure discretionary spending. Competition from other premium brands like Callaway, TaylorMade, and Ping remains intense, particularly in golf clubs where technological innovation can quickly shift market preferences. The FootJoy apparel business operates in a more commoditized market with lower barriers to entry. Additionally, the company's heavy dependence on the dedicated golfer segment, while providing stability, limits growth potential as this customer base is relatively static. New golf equipment technologies or alternative sports gaining popularity among younger demographics could potentially erode the traditional golf market over time.
Risks & safety
Acushnet demonstrates a moderate margin of safety with some areas of concern regarding leverage and cash generation. • Debt and Solvency: Net leverage ratio of 2.0x with debt-to-equity of 1.21, indicating moderate leverage levels that require monitoring during economic downturns • Cash Position: Relatively low cash balance of $41 million as of Q1 2025, down from $53 million at year-end 2024 • Cash Flow: Negative free cash flow of -$132 million in Q1 2025, though this reflects seasonal working capital build-up typical for the golf industry • Valuation Metrics: Trading at 10.6x P/E ratio and 8.6x EV/EBITDA, suggesting reasonable valuation relative to earnings • Current Ratio: Strong current ratio of 2.21 indicates good short-term liquidity • Seasonality Risk: Business highly seasonal with Q1 typically requiring significant working capital investment ahead of peak selling season • Tariff Exposure: Estimated $75 million gross tariff impact in 2025 represents meaningful headwind requiring active mitigation
Recent development
Over the past few years, Acushnet has pursued several strategic initiatives to strengthen its market position and operational capabilities. The company has significantly expanded its global fitting network, recognizing that custom fitting services drive premium sales and customer loyalty. This includes investments in both golf equipment fitting and FootJoy footwear fitting capabilities. The company has made substantial investments in digital transformation, developing B2B and direct-to-consumer platforms to better serve retailers and end customers. A new global ERP system implementation is underway to support long-term growth and operational efficiency. Supply chain diversification has been a major focus, particularly the transition of footwear manufacturing from China to Vietnam to reduce costs and tariff exposure. The company is also working to diversify sourcing for other products in response to potential tariff impacts. Product innovation continues with regular launches of new golf ball models, including the 25th anniversary Pro V1 launch in 2025, and new golf club lines like the GT drivers. The company has also expanded its gear business through acquisitions, including Club Glove travel products and increasing its stake in the Titleist Performance Institute. Strategic acquisitions have complemented organic growth, with the company acquiring majority control of TPI (golf fitness and training) and expanding its gear portfolio. The company has also increased its quarterly dividend by 9% and maintained an active share repurchase program, returning over $51 million to shareholders in Q1 2025 alone.
GOLF company profile · for informational purposes only — not investment advice.
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