Acushnet

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus expectations across all major financial metrics. Net sales reached $820.0M, a 4.0% beat over the $788.2M forecast, driven by a 20.3% surge in Titleist equipment. Diluted GAAP EPS of $2.08 outperformed the $1.63 mean estimate by 27.6%, bolstered by $38M in one-time IEEPA tariff refunds. Management raised full-year 2026 revenue guidance to $2,650-$2,675M and Adjusted EBITDA to $450-$470M, signaling continued momentum in the golf equipment market.