Acushnet Holdings Corp. (GOLF) AI Stock Analysis

Acushnet Holdings Corp., headquartered in Fairhaven, Massachusetts, designs, develops, manufactures, and distributes golf equipment and wear worldwide. The company operates through four segments: Titleist Golf Balls, Titleist Golf Clubs, Titleist Golf Gear, and FootJoy Golf Wear. Under the Titleist brand, it offers golf balls, drivers, fairways, hybrids, irons, Vokey Design wedges, Scotty Cameron putters, and customized accessories. Its FootJoy brand features golf shoes, gloves, outerwear, and apparel, complemented by ski and lifestyle apparel under the KJUS brand. Distribution occurs through on-course golf shops, specialty retailers, representatives, and online channels.

Acushnet generated a 5-year revenue CAGR of 9.7% from FY2020 to FY2025. Annual sales expanded from $2.15B in FY2021 to $2.56B in FY2025, with revenue growth moderating from 33.2% in FY2021 to 4.1% in FY2025. Gross margin contracted from 52.1% in FY2021 to 47.3% in FY2025, while operating margin fell from 12.1% to 11.5%. Net income decreased from $214.3M in FY2024 to $188.5M in FY2025, corresponding to an EPS drop from $3.42 to $3.15. For the latest quarter ended June 30, 2026, performance rebounded with quarterly revenue growth of 13.8% and quarterly earnings growth of 66.4% year-over-year, taking trailing twelve-month revenue to $2.71B and EPS to $3.68.

As of June 30, 2026, Acushnet reported $67.94B in cash and short-term investments against $960.1M in total debt, creating a net cash position of $66.98B. The company maintained a current ratio of 2.55 and a debt-to-equity ratio of 1.04 on $924.4M in shareholders' equity. Operating cash flow stood at $194.4M in FY2025, generating $120.0M in free cash flow after $74.3M in capital expenditures. During FY2025, Acushnet allocated $211.5M to share buybacks and paid $56.2M in dividends, reducing its share count by 19.2% over 5 years.

Acushnet carries a market capitalization of $4.69B and an enterprise value of $5.74B. It trades at a trailing P/E of 21.8x and a forward P/E of 20.0x, above the median of its US-listed Consumer Cyclical peers of 18.0x and 14.1x, respectively. Its enterprise value-to-EBITDA of 14.2x also trades at a premium to the peer median of 11.1x. Over the past year, GOLF gained 1.1%, trailing the S&P 500 (SPY) return of 16.8%. Over 5 years, the stock returned 81.0% versus 83.0% for the S&P 500.

Acushnet pays a quarterly dividend with an annual forward payout of $1.02, delivering a 1.27% dividend yield as of its October 16, 2026 close. The company has paid dividends for 10 consecutive years, achieving an annualized 5-year dividend growth rate of 13.9%. Its payout ratio is 24.9%, and its last ex-dividend date was September 4, 2026.

Wall Street coverage consists of 8 Hold ratings, with no Buy or Sell ratings. The mean price target of $98.50 implies a 22.7% upside relative to the last close of $80.25. For the current fiscal year ending December 31, 2026, analysts expect EPS of $4.17 on revenue of $2.67B. For the following fiscal year, 5 analysts project EPS of $4.24 and revenue of $2.75B. Acushnet exceeded EPS expectations in 1 of the last 4 quarters, with next earnings scheduled for November 4, 2026.

This page is an AI-written research summary of Acushnet Holdings Corp. (GOLF). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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