Acushnet Holdings Reports Mixed Q4 2025 Earnings

News Summary

Acushnet Holdings has announced its financial results for Q4 2025, reporting a revenue of $477.2 million—a 7.2% increase year-over-year. However, the company faced a net loss of $34.9 million, leading to concerns despite the positive revenue growth. Overall, while net sales increased for the year, net income declined by 12%. The firm also declared an 8.5% dividend increase, alongside plans for share repurchases.

Acushnet Holdings Posts Q4 2025 Earnings: Revenue On The Rise but Earnings Take a Hit

Acushnet Holdings, the parent company behind some of the most recognized names in golf, has just revealed its financial results for the fourth quarter of 2025, and it’s a mixed bag of news that golf enthusiasts and investors alike will want to delve into.

Revenue Surges, But Earnings Disappoint

First off, let’s talk numbers. Acushnet reported a **_whopping revenue of $477.2 million_** for Q4 2025, easily beating analysts’ expectations of $461.5 million. That’s a year-over-year increase of **_7.2%_**, which is certainly reason to celebrate. However, the company also posted a loss of **_-$0.30 per share_**, which fell short of the anticipated **_-$0.29_** by just one cent. Despite the solid revenue numbers, this slight earnings miss has raised a few eyebrows around Wall Street.

Yearly Overview: Growth and Challenges

Looking at the full picture for 2025, Acushnet brought in **_net sales of $2.56 billion_**, up **_4.1%_** from last year. But hold on a second! The net income attributable to Acushnet saw a decline, dropping by **_$25.8 million_** to **_$188.5 million_**, marking a **_12.0% decrease_** year-over-year. So, while they sold more products, they kept less of the profit at the end of the day.

In terms of adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA), the company reported **_$410.4 million_** for 2025, a modest increase of **_1.5%_** compared to the previous year.

Q4 Struggles: A Closer Look

For just the fourth quarter, Acushnet faced a net loss of **_-$34.9 million_**, which stands in stark contrast to a mere **_-$1.1 million loss_** in Q4 2024. Adjusted EBITDA for Q4 dropped to **_$9.8 million_**, down from **_$12.4 million_** in the same quarter last year. Quite the rollercoaster ride indeed!

Product Performance: Titleist and FootJoy Updates

When it comes to the product offerings, Acushnet’s Titleist golf equipment sales saw a decent rise of **_5.9%_**. This was bolstered by higher average selling prices and increased sales of their popular Pro V1 golf balls, which are a staple for many golfers. On the flip side, the FootJoy golf wear segment faced a slight dip of **_0.8%_** in net sales, mainly due to lower footwear sales. It seems even the best of brands might stumble from time to time!

Meanwhile, the broader golf gear segment saw net sales climb **_5.5%_** thanks to price increases across all product categories, which might delight some consumers but could cause concern for value seekers.

Dividends and Share Repurchases

On a more positive note for shareholders, Acushnet’s board of directors declared an **_8.5% increase_** in the quarterly cash dividend, raising it to **_$0.255 per share_**, and it will be payable on March 20, 2026. That’s always nice to hear! Additionally, during Q4, the company repurchased **_290,931 shares_** for about **_$24.0 million_** at an average price of **_$82.52_**. Throughout the year, they bought back around **_3.1 million shares_** in total.

Looking Ahead: 2026 Projections

As we look forward to 2026, Acushnet is aiming high! Management forecasts consolidated net sales to fall between **_$2.625 billion and $2.675 billion_**, along with an adjusted EBITDA target of **_$415 million to $435 million_**. However, they also noted potential challenges ahead, including increased tariff costs projected to reach about **_$70 million_** for the year.

Market Reactions

Analysts are already buzzing with activity around Acushnet, issuing price targets with a median of **_$95.00_**. Roth Capital even increased their target from **_$80_** to **_$102_**, while maintaining a Neutral rating on the stock. Trading patterns amongst insiders indicate a cautious stance as all seven trades in the past six months were sales, with no insiders picking up shares for themselves.

In terms of institutional interest, 121 institutions added to their positions while 197 reduced their holdings in this latest quarter. It’s clear that investors are keeping a keen eye on how Acushnet navigates through these earnings, sales, and market conditions.

So there you have it! Plenty of ups and downs in Acushnet’s latest earnings report, but with a few bright spots in sight, the future may still hold promise for this golfing giant.

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Additional Resources

• Quiver Quant: Acushnet Holdings Releases Q4 2025 Earnings
• TipRanks: Acushnet Holdings Price Target Raised to $102
• TradingView: Acushnet Holdings Corp Reports Q4 2025 Financial Results
• Benzinga: Acushnet Holdings Q4 Earnings Report Overview
• Wikipedia: Acushnet Holdings Corp.