Acushnet Holdings Reports Q4 2025 Earnings with Mixed Results

News Summary

Acushnet Holdings reported its Q4 2025 earnings on February 26, 2026, showcasing a loss per share of $0.30, slightly falling short of expectations. Revenue hit $477.2 million, exceeding estimates and showing a 7.2% year-over-year increase. While net income saw a decline of 12%, sales of Titleist equipment and golf gear rose. The company also announced an 8.5% dividend increase and plans for share buybacks amidst expected tariff costs of $70 million for 2026. This mixed performance leaves investors cautiously optimistic about the upcoming year.

Acushnet Holdings Wraps Up 2025 with a Mixed Bag

On February 26, 2026, Acushnet Holdings presented its Q4 2025 earnings, and while there were some notable ups, there were definitely a few downs as well. Let’s dive into the juicy details!

How Did They Fare?

First things first, Acushnet reported a loss of $0.30 per share, which fell slightly short of what analysts were hoping for—a loss of $0.29 per share. While that certainly put a damper on celebrations, the overall revenue story was much brighter. In Q4 2025, the company racked up revenue of $477.2 million, which exceeded estimates of $461.5 million and marked a solid 7.2% increase from the same time last year.

Yearly Overview: Not Just Numbers

Looking at the year as a whole, Acushnet reported net sales of $2.56 billion, a jump of 4.1% from 2024. However, net income took a hit, decreasing by $25.8 million to total $188.5 million, which is a 12.0% decline year-over-year, bringing a bit of sourness to a generally sweet year.

EBITDA and The Fourth Quarter

In terms of Adjusted EBITDA, it stood at $410.4 million for the year, slightly up by 1.5% from 2024. However, things in Q4 didn’t shine quite as bright, with an Adjusted EBITDA of just $9.8 million, down from $12.4 million in Q4 2024. Adding to the mix, the company posted a net loss of -34.9 million in the last quarter, a stark contrast to a mere -1.1 million loss a year earlier. Yikes!

Sales Highlights: Titleist Shines

Now for the good news! Titleist equipment sales enjoyed a solid boost of 5.9%, thanks to rising average selling prices and a surge in Pro V1 golf ball purchases. Golf gear didn’t hold back either, showing a 5.5% increase in net sales fueled by higher prices across all categories. However, not everything was rosy. The FootJoy segment faced a tiny 0.8% dip in sales due to falling footwear demand. It seems not every shoe was on the right foot this quarter!

Dividends that Delight

On a brighter note for shareholders, the board of directors decided to treat them to an 8.5% increase in the quarterly cash dividend, bringing it up to $0.255 per share! This dividend will be payable on March 20, 2026. You can bet this news put a smile on quite a few faces!

Buybacks and Future Projections

In Q4 alone, Acushnet repurchased 290,931 shares at an average price of $82.52, making a total investment of $24 million—and that’s just a slice of the pie as they made total buybacks of 3.1 million shares for the year. Looking ahead, management is optimistic with projections for consolidated net sales for 2026 estimated between $2.625 billion and $2.675 billion. Adjusted EBITDA for the upcoming year is expected to range from $415 million to $435 million, so there’s plenty to look forward to!

Tariff Troubles

Yet, it’s not all sunshine and rainbows. The company flagged projected tariff costs of around $70 million for 2026, which could put a strain on profit margins moving forward. That’s a big number that investors will want to keep an eye on.

Market Movement and Analyst Insights

In the realm of market activity, institutional investors have been making moves, with 121 adding to their positions while 197 reduced holdings in the latest quarter. Analysts have also been chiming in, with price targets for Acushnet ranging around a median of $95.00. Roth Capital has even lifted their target from $80 to $102, maintaining a neutral stance.

Overall, while there were bumps in the road, Acushnet Holdings proved it still has strength within its various segments, leaving investors cautiously optimistic about the year ahead. With higher dividends and positive sales figures in certain areas, it certainly looks like Acushnet is gearing up for a challenging yet potential-filled 2026!

Deeper Dive: News & Info About This Topic

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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.