| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 48 | 23.1x | 17.8x | Around median | |
Growth | 49 | 8.8% | 7.1% | Around median | |
Quality | 79 | 15.4% | 4.5% | Top tier | |
Safety | 55 | 2.6x | 2.6x | Around median | |
Capital Return | 44 | 1.10% | 2.12% | Around median | |
Momentum | 40 | 27.2% | 2.9% | Bottom tier | |
Sentiment | 44 | 5 | 3 | Around median |
Estimates — analyst targets and a simplified DCF, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Acushnet Holdings Corp. serves the golf market through a portfolio led by Titleist equipment, including Pro V1 balls, GTS clubs, Vokey SM11 wedges, and Titleist irons, alongside FootJoy footwear and apparel and Golf Gear products such as gloves, bags, and Club Glove products. The company’s growth depends on selling products to dedicated golfers, launching new generations of equipment, and customization through club-fitting networks, with a geographic presence spanning the United States, Europe, the Middle East and Africa, Japan, Korea, and other markets during the first half of fiscal year 2026.
In quarter 2 of fiscal year 2026, global sales reached $820 million, up 14% year over year, and gross profit reached $446 million, with a gross margin of 54.4%, up 520 basis points. Adjusted earnings before interest, taxes, depreciation, and amortization were $209 million, an increase of $66 million or 46%, but the result included a net benefit of approximately $38 million from the IEEPA tariff refund; excluding the impact of the tariff refund, first-half margin was 48.1% and declined 50 basis points year over year.
Titleist Golf Equipment led the growth mix, as golf club sales rose 43% in quarter 2 of fiscal year 2026 and 24% in the first half, driven by the GTS launch, while Titleist balls grew 6% in the first half. Golf Gear rose 6% in the first half, while FootJoy grew 3% in the quarter and 1% in the first half; geographically, quarterly sales increased 15% in the United States, 12% in Europe, the Middle East and Africa, 31% in Japan, 7% in Korea, and 15% in the rest of the world on a constant-currency basis.
Automated analysis for informational purposes only — not investment advice.
The analyst consensus on GOLF stock is neutral, with an average price target of $96 and a narrow range of $95 to $97, reflecting significant convergence in analyst estimates. The average target is approximately 19.8% below the 52-week range high of $119.65 and approximately 31.3% above the low of $73.09; the available data do not provide a valid price-to-earnings multiple for comparison, while the valuation balances first-half strength against the expected decline in sales and adjusted earnings during the second half of fiscal year 2026.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Sales reached $820 million in quarter 2 of fiscal year 2026, up 14% year over year. The GTS launch was the largest driver, as golf club sales rose 43% in the quarter and 24% in the first half. Sales also increased 15% in the United States, 31% in Japan, and 12% in Europe, the Middle East and Africa on a constant-currency basis.
Adjusted earnings before interest, taxes, depreciation, and amortization reached $209 million in quarter 2 of fiscal year 2026, an increase of $66 million or 46%. The result included a net benefit of approximately $38 million from the IEEPA tariff refund, so the entire increase does not represent recurring improvement in the underlying business. For the first half, this profit increased 25%, or 12% after excluding the tariff refund benefit.
The company expects sales between $2.65 billion and $2.675 billion in fiscal year 2026, with growth of 4.1% at the midpoint and growth between 3.4% and 4.3% on a constant-currency basis. It expects adjusted earnings before interest, taxes, depreciation, and amortization between $450 million and $470 million, including a net benefit of $30 million from the IEEPA tariff refund. Conversely, it expects second-half sales to decline by a low-single-digit percentage and adjusted profit to decline, with greater pressure in quarter 4 due to moving the GTS launch forward to quarter 2.
Titleist Golf Equipment led performance with 14% growth in the first half of fiscal year 2026, with club sales rising 24% and Titleist balls increasing 6%. Club momentum included GTS products, Vokey SM11, and Titleist irons, while Titleist balls recorded 22 PGA Tour wins through August 6, 2026. FootJoy grew 3% in the quarter and 1% in the first half, benefiting from a mix shift toward Premier, HyperFlex, and Pro SL despite weakness in wearable products in Japan and Korea.
Management stated on August 6, 2026, that golf ball plants were operating near full capacity, but it did not view capacity as a constraint as of that date. The company spent $37 million in capital expenditures in the first half of fiscal year 2026, an increase of $12 million, to expand ball manufacturing and club assembly. Expansions are focused on cast urethane capacity within the Massachusetts and Thailand plants, but bringing new lines online typically takes between 12 and 18 months, while custom-order lead times were slightly longer than usual.
