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GOLFAcushnet Holdings Corp.
$83.65$4.9B
Overview & Tools
OverviewChart Terminal ↗Visualize
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Price & Analyst Data
Analyst TargetsPrice History
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Income StatementBalance SheetCash FlowRatios & Margins
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GOLF logo

Acushnet Holdings Corp.

GOLF
NYSE · Leisure
$83.65
At close - Oct 2, 4:00 PM EDT - USD
Market Cap$4.9B
P/E27.0x
52W High$119.65
Volume282.24K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Accelerating Growth and Margin Expansion Bolster Premium Golf Franchise

Acushnet's Q2 2026 results reveal a powerful inflection point, with revenue growth accelerating to 13.8% and gross margin expanding to 54.4%, the highest in the reported period, driven by strong pricing power and favorable product mix. Operating leverage is ev...

GrowthAccelerating
ProfitabilityStrong
ValuationExpensive
TechnicalsWeak
Explore valuation models
MARKET ACTION

GOLF price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

6/12 Beats

EPS beat 6 of last 12 quarters

02

Valuation risk

+59% Peers

P/E is 59% above peer median

03

Market leadership

RS 32 · Lag

Laggard (Underperforming 68% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Nov 6
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 13.8% in Q2 2026 with gross margin expanding to 54.4% (up from 48.3% a year ago), driving operating margin to 21.5% and EPS growth of 66.4%.

Analyst Consensus+14.8% target
Hold(21 analysts)
3 Buy17 Hold1 Sell

The Bull Case

Upside Catalysts

Strong capital efficiency

Acushnet demonstrates stronger capital efficiency compared to peers, supporting sustained growth in the golf industry.

Industry growth potential

The bullish thesis highlights the overall growth potential of the golf industry, benefiting Acushnet as a key player.

Performance-driven product leadership

Acushnet is recognized as the global leader in performance-driven golf products, reinforcing its market position.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
GOLF+2.81%
S&P 500 (^GSPC)+12.66%
1-Year Return
GOLF+5.33%
S&P 500 (^GSPC)+15.01%
3-Year Return
GOLF+63.10%
S&P 500 (^GSPC)+80.60%
5-Year Return
GOLF+77.03%
S&P 500 (^GSPC)+74.88%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
27.0x
Forward P/EExpansion
20.9x
EV/EBITDA100th %ile
16.9x
FCF YieldCash Flow
2.5%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
27.0x
21.5x
100th· High
EV/EBITDA
16.9x
14.5x
100th· High
Price/FCF
40.8x
26.5x
100th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$29.68-64.5%
Base (Fair)$67.09-19.8%
Bull$104.68+25.1%
$29.68 Bear$67.09 Base$104.68 Bull
Current Market Price: $83.65
Trades at a 24.7% premium to Base DCF ($67.09)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$2.56B+4.1% YoY
Net income
$189M-12.0% YoY
Free cash flow
$120M-29.6% YoY
Operating margin
11.5%-0.8 pts YoY
ROIC (TTM)13.3%
Avg ROIC 5Y-
ROE (TTM)23.8%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate6/12 (50%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 6, 2026
$2.08+27.6%
vs $1.63
$820M+4.0%
vs $788M
Q2 2026
May 6, 2026
$1.36-1.4%
vs $1.38
$753M+4.2%
vs $722M
Q1 2026
Feb 26, 2026
-$0.58-114.8%
vs -$0.27
$477M+5.5%
vs $452M
Q4 2025
Nov 5, 2025
$0.81-4.7%
vs $0.85
$658M+44.9%
vs $454M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Defense World·Sep 17, 2026
Analyzing Interactive Strength (NASDAQ:TRNR) & Acushnet (NYSE:GOLF)

Acushnet (NYSE: GOLF - Get Free Report) and Interactive Strength (NASDAQ: TRNR - Get Free Report) are both consumer discretionary companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, profitability, analyst recommendations, earnings, valuation and risk. Profitability This table compares Acushnet and Interactive Strength's

Defense World·Sep 15, 2026
Acushnet $GOLF Shares Acquired by California State Teachers Retirement System

California State Teachers Retirement System raised its position in Acushnet (NYSE: GOLF) by 11,468.0% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,161,114 shares of the company's stock after buying an additional 4,125,143 shares during the period. California State

Defense World·Aug 25, 2026
BlackRock Inc. Acquires New Shares in Acushnet $GOLF

BlackRock Inc. bought a new stake in shares of Acushnet (NYSE: GOLF) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 4,188,504 shares of the company's stock, valued at approximately $496,463,000. BlackRock Inc. owned about 7.15% of Acushnet at the end of the

Defense World·Aug 9, 2026
California State Teachers Retirement System Acquires 7,631 Shares of Acushnet $GOLF

California State Teachers Retirement System grew its stake in Acushnet (NYSE: GOLF) by 26.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 35,971 shares of the company's stock after purchasing an additional 7,631 shares during the quarter. California State

Filtered for Acushnet Holdings Corp.More Headlines
04

Compare before deciding

Benchmark GOLF against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Acushnet Holdings Corp. (GOLF)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
GOLF logoGOLFAcushnet Holdings Corp.Current
$83.65$4.9B26.984.14%7.37%23.83%1.12%
DKS logoDKSDICK'S Sporting Goods, Inc.
$136.08$11.63B13.6528.06%3.97%14.99%—
MODG logoMODGTopgolf Callaway Brands Corp.
$12.59$2.32B-1.60-1.06%-37.06%-60.79%—
NKE logoNKENIKE, Inc.
$33.87$50.12B16.130.19%6.7%22%—
UA logoUAUnder Armour, Inc.
$4.59$1.96B-3.96-3.86%-9.96%-32.12%—
FTDR logoFTDRFrontdoor, Inc.
$77.24$5.42B22.5813.56%12.76%102.24%—

Compare GOLF vs Peers

Acushnet Holdings Corp. (GOLF) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs DKS

Most directly comparable listed peer for GOLF.

Scale Benchmark

vs NKE

Larger-name benchmark to compare GOLF against a more recognizable public peer.

Peer Set

Compare Top 5

vs DKS, MODG, NKE, UA

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

GOLF SEC Filings & Documents

Acushnet Holdings Corp. (GOLF) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 6, 2026·SEC

Material company update

Jun 11, 2026·SEC

Material company update

Jun 8, 2026·SEC

10-K Annual Reports

2
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 27, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 6, 2026·SEC

FY 2026

May 6, 2026·SEC

FY 2025

Nov 5, 2025·SEC

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GOLF Frequently Asked Questions

Acushnet Holdings Corp. (GOLF) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Acushnet Holdings Corp.'s revenue?

Acushnet Holdings Corp. (GOLF) reported $2.71B in revenue for fiscal year 2025. This represents a 76% increase from $1.54B in 2014.

How fast is Acushnet Holdings Corp. growing?

Acushnet Holdings Corp. (GOLF) grew revenue by 4.1% over the past year. Growth has been modest.

Is GOLF profitable?

Yes, Acushnet Holdings Corp. (GOLF) is profitable, generating $219.9M in net income for fiscal year 2025 (7.4% net margin).

Dividend & Returns
Does GOLF pay dividends?

Yes, Acushnet Holdings Corp. (GOLF) pays a dividend with a yield of 1.12%. This makes it attractive for income-focused investors.

What is GOLF's return on equity?

Acushnet Holdings Corp. (GOLF) has a return on equity (ROE) of 23.8%. This is excellent, indicating efficient use of shareholder capital.

What is Acushnet Holdings Corp.'s free cash flow?

Acushnet Holdings Corp. (GOLF) generated $183.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in GOLF back in 2014?

Total return calculator · dividends reinvested · 12+ years of data

See returns →