Acushnet Holdings Corp. — Form 8-K
Filed August 6, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Acushnet reported Q2 2026 net sales of $820.0M (+13.8% YoY) and Adjusted EBITDA of $208.6M (+45.8% YoY), benefiting from ~$38M in IEEPA tariff refunds and strong Titleist golf club sales (up 42%). Year-to-date sales reached $1,572.9M (+10.5%) and Adjusted EBITDA $353.1M (+25.2%). The company raised full-year 2026 guidance to $2,650–$2,675M net sales and $450–$470M Adjusted EBITDA (including ~$30M net tariff refunds). Share repurchases totaled $26.0M in H1 2026; a $52.5M accelerated share repurchase with Magnus Holdings was entered June 8, 2026.
Why this rating
Strong organic growth (~14% constant currency) and margin expansion; tariff refunds are material one-time items. Raised guidance meaningful but modest relative to ~$2.0B market cap. Growth sustainable question given tariff dependency.
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