Feed / GOLF

Acushnet Holdings Corp.

GOLF

Consumer Cyclical · 85.30 -0.3% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

Market read

Acushnet Holdings Corp.'s current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

What changed
  • Revenue increased 7.1% versus the comparable filing period.
  • Net income decreased 18.1% versus the comparable filing period.
Company-0.3% todayVolume comparison unavailable
Market group0 of 37 activeNo Coherent Theme · unavailable
Disclosed network0 of 6 confirmingNo filing-linked name is confirming now
What would change this read
  • Filing attributes changes in gross profit and product-line performance to higher tariff costs that partially offset higher average selling prices.

Invalidation: The isolated read changes if GOLF's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Leisure

The latest filing evidence is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.

Evidence that supports
  • Revenue increased 7.1% versus the comparable filing period.
Evidence that challenges
  • Net income decreased 18.1% versus the comparable filing period.
  • Gross margin fell 0.8 percentage points.
  • Net margin fell 3.3 percentage points.
What would clarify the read
  • Filing attributes changes in gross profit and product-line performance to higher tariff costs that partially offset higher average selling prices.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations327
Usable filing statements215
Verified relationships6
Evidence supporting the case
  • Input and raw-material costs has repeated favorable evidence across 5 filings.
  • Macroeconomic conditions has repeated favorable evidence across 5 filings.
  • Product pipeline and R&D has repeated favorable evidence across 4 filings.
Evidence challenging the case
  • Net margin changed -1.4 percentage points in the latest annual period.
  • Credit and interest rates has repeated adverse evidence across 5 filings.
  • Foreign exchange has repeated adverse evidence across 4 filings.
  • Tariffs and trade policy has repeated adverse evidence across 4 filings.
Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

85.30
6m-10.5%12m+12.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.1B+33.2%$2.38+0.3%
2022-12-31$2.3B+5.7%$2.75-3.6%
2023-12-31$2.4B+4.9%$2.94-7.0%
2024-12-31$2.5B+3.2%$3.37-5.7%
2025-12-31$2.6B+4.1%$3.11-4.8%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesmixed · 5 filings
Nonetheless, we believe that cash expected to be provided by operating activities, together with our cash on hand and the availability of borrowings under our multi-currency revolving credit facility and our local credit facilities (subject to customary borro…
10-Q · Aug 6, 2026
Input and raw-material costspositive · 5 filings
While it is difficult to accurately measure the impact of inflation due to the imprecise nature of the estimates required, we believe that inflation in the form of increased raw materials and other input costs, including inbound freight and wage rates, has at…
10-Q · Aug 6, 2026
Macroeconomic conditionspositive · 5 filings
While it is difficult to accurately measure the impact of inflation due to the imprecise nature of the estimates required, we believe that inflation in the form of increased raw materials and other input costs, including inbound freight and wage rates, has at…
10-Q · Aug 6, 2026
Capital investment and capacitymixed · 4 filings
Flows from Investing Activities The increase in cash used in investing activities was driven by changes in capital expenditures.
10-Q · Aug 6, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.0× · EV/sales 2.4×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

85.30-0.3% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for GOLF. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-06 against the comparable filing from 2025-05-07.

cautious
OperationsmixedEvidence score 0
liquiditycautiousEvidence score -1
valuationmixed

What improved

  • Revenue increased 7.1% versus the comparable filing period.

What weakened

  • Net income decreased 18.1% versus the comparable filing period.
  • Gross margin fell 0.8 percentage points.
  • Net margin fell 3.3 percentage points.

Filing receipts

Other Expense (Income), net Other expense, net increased $21.7 million for the three months ended March 31, 2026 compared to other income, net of $19.9 million for the three months ended March 31, 2025, primarily due to a non-cash gain of $20.9 million recognized in the prior year period related to the deconsolidation of Lionscore.

The increase in selling expense was primarily due to higher employee related expenses incurred in connection with the sales volume increases discussed previously, and investments to expand our product fitting networks and to enhance consumer engagement.

Our ability to generate sufficient cash flows from operations is, however, subject to many risks and uncertainties, including current and future economic trends and conditions, demand for our products, availability and cost of our raw materials and components, foreign currency exchange rates and other risks and uncertainties applicable to our business, as described in our Annual Report on Form 10-K for the year ended December 31, 2025.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Business ecosystem

The relationships behind GOLF

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CALYCallaway Golf CompanycompetitorFeb 27, 2026

There are a number of well‑established and well‑financed competitors, including Callaway, TaylorMade, Karsten Manufacturing Corporation (“Ping”), SRI Sports Limited (Dunlop and Srixon brands) and Bridgestone (Bridgestone and Precept brands).

NKENIKE, Inc.competitorFeb 27, 2026

FootJoy’s significant worldwide competitors in golf shoes include Nike, Adidas and Ecco.

UAAUnder Armour, Inc.competitorFeb 27, 2026

In the golf apparel category, FootJoy has numerous competitors in each geographical market, including Nike, Adidas, Peter Millar, GFore and Under Armour.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 4 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

GOLF is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for GOLF; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.