Acushnet Holdings Corp.

NYSE:GOLF 株式レポート

時価総額:US$5.7b

Acushnet Holdings 過去の業績

過去 基準チェック /26

Acushnet Holdingsは、平均年間0.8%の収益成長を遂げていますが、 Leisure業界の収益は、年間 減少しています。収益は、平均年間8.9% 4.9%収益成長率で 成長しています。 Acushnet Holdingsの自己資本利益率は20.5%であり、純利益率は6.5%です。

主要情報

0.77%

収益成長率

5.87%

EPS成長率

Leisure 業界の成長16.88%
収益成長率4.87%
株主資本利益率20.48%
ネット・マージン6.54%
前回の決算情報31 Mar 2026

最近の業績更新

分析記事 May 14

Some Investors May Be Willing To Look Past Acushnet Holdings' (NYSE:GOLF) Soft Earnings

Shareholders appeared unconcerned with Acushnet Holdings Corp.'s ( NYSE:GOLF ) lackluster earnings report last week...

Recent updates

ナラティブの更新 Jun 17

GOLF: Resilient Player Base And Buybacks Support Balanced 2026 Outlook

Analysts have made only a small adjustment to their fair value estimate for Acushnet Holdings stock, with the updated $96.0 price target reflecting recent research that highlights a recession-resistant golfer base, ongoing self-help efforts, and the view that the shares may have sold off more than company guidance implies. Analyst Commentary Recent Street research on Acushnet Holdings highlights a mix of optimism about the company’s golfer base and internal initiatives, alongside caution linked to execution risks and broader consumer spending.
ナラティブの更新 Jun 02

GOLF: Resilient Player Base And Self Help Efforts Support Balanced 2026 Outlook

Narrative Update on Acushnet Holdings The analyst price target for Acushnet Holdings has shifted modestly to $96 from $99.67. This reflects updated assumptions on discount rate, profit margin, and future P/E while weighing mixed Street research that highlights a resilient player base, self-help initiatives, and differing views on recent stock moves and guidance.
Seeking Alpha Jun 01

Acushnet Offers Promise, But Shares Aren't Cheap Enough For Me To Take A Swing

Summary Acushnet Holdings is rated 'hold' due to fair-to-rich valuation and mixed profitability despite strong top-line growth. GOLF's revenue rose 7.1% year-over-year, driven by new product launches and higher golf participation, but margin compression persists. Tariffs, weakening consumer confidence, and economic headwinds are pressuring GOLF's margins even as US golf rounds and participation hit record highs. Management guides for 2026 revenue of $2.625–$2.675 billion and EBITDA of $415–$435 million, but GOLF remains less attractive than peers on valuation metrics. Read the full article on Seeking Alpha
分析記事 May 14

Some Investors May Be Willing To Look Past Acushnet Holdings' (NYSE:GOLF) Soft Earnings

Shareholders appeared unconcerned with Acushnet Holdings Corp.'s ( NYSE:GOLF ) lackluster earnings report last week...
ナラティブの更新 May 04

GOLF: Solid Execution And 2026 Outlook Will Support Fairly Balanced Risk Reward

Analysts have nudged Acushnet Holdings' average price target higher into a tight range around $100, with recent moves such as Roth Capital lifting its target to $102 and Jefferies raising to $100. They cited solid quarterly execution, 2026 guidance slightly ahead of expectations, and a view that the current valuation near 16x expected 2026 EBITDA leaves risk and reward relatively balanced.
ナラティブの更新 Apr 18

GOLF: Solid Demand And 2026 Outlook Will Support Balanced Risk Reward

Analysts have lifted their blended price target for Acushnet Holdings by roughly $20 to around $100, citing another solid quarter, 2026 guidance that is modestly ahead of expectations, and steady demand, which they see as balanced against the current valuation near 16x expected 2026 EBITDA. Analyst Commentary Recent research on Acushnet Holdings reflects a mix of optimism about execution and caution around valuation, particularly with the shares referenced as trading at roughly 16x expected 2026 EBITDA.
ナラティブの更新 Apr 03

GOLF: Solid Demand And Capital Returns Will Support Balanced Outlook Through 2026

Narrative Update Acushnet Holdings' analyst price targets have generally shifted higher into a $100 to $102 range, as analysts cite solid recent quarters, 2026 guidance slightly above expectations, steady demand, and ongoing capital returns. They also highlight a balanced risk/reward profile with the shares trading at over 16x expected 2026 EBITDA.
ナラティブの更新 Mar 18

GOLF: Solid Demand And Capital Returns Will Shape Balanced Future Risk Reward Profile

Narrative Update: Acushnet Holdings Analyst Price Target Shift The updated analyst work nudges the fair value estimate for Acushnet Holdings to about $100 from roughly $98, reflecting higher Street price targets after what analysts describe as another solid quarter, a slightly better than expected 2026 outlook, and confidence in underlying demand, product cadence, and capital returns, even as some call out a more balanced risk/reward at current P/E and EBITDA multiples. Analyst Commentary Recent Street research on Acushnet Holdings clusters around a similar theme, with analysts acknowledging execution on recent quarters and 2026 guidance, while debating how much of that progress is already reflected in the share price.
ナラティブの更新 Mar 04

GOLF: Higher P/E And Mixed Rating Shifts Will Shape Balanced Future Returns

Analysts have increased their price targets on Acushnet Holdings, with our fair value estimate moving from $90.14 to $98.00 as recent research points to solid demand trends, a slightly lower discount rate, modestly higher revenue growth assumptions, and a higher future P/E multiple despite some pressure on profit margins. Analyst Commentary Recent Street research on Acushnet Holdings reflects a mix of optimism on execution and demand, paired with some caution around valuation and margin pressures.
ナラティブの更新 Feb 18

GOLF: Rich P/E And Mixed Rating Shifts Will Constrain Future Returns

Analysts have nudged their price targets on Acushnet Holdings higher, with our fair value estimate moving about $3 higher to roughly $90 per share. This reflects updated views on revenue growth, profit margins and a slightly richer future P/E, informed by recent target raises and rating changes across the Street.
分析記事 Feb 07

Is Now The Time To Put Acushnet Holdings (NYSE:GOLF) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
ナラティブの更新 Feb 03

GOLF: Rich P/E And Mixed Rating Shifts Will Pressure Future Returns

Analysts have raised their fair value estimate for Acushnet Holdings from about $81.29 to roughly $87.14, citing updated assumptions on discount rate, revenue growth, profit margins, a slightly higher future P/E multiple, and recent price target and rating changes from the Street. Analyst Commentary Recent Street research on Acushnet Holdings reflects a mix of optimism around execution and growth, alongside some caution on how much upside is already captured in the valuation.
ナラティブの更新 Jan 20

GOLF: Mixed Ratings And Rich P/E Will Constrain Future Return Potential

Analysts have nudged their fair value estimate for Acushnet Holdings higher, lifting the implied target from about US$79.86 to roughly US$81.29. They cite recent Street research that includes a higher price target from one firm and a sector-weight downgrade from another, modestly updated discount rate and growth inputs, and a slightly higher assumed future P/E multiple.
ナラティブの更新 Jan 06

GOLF: Ongoing Buybacks And Stable Guidance Will Support Balanced Future Returns

Analysts kept their fair value estimate for Acushnet Holdings steady at about $80, with only very small tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions, signaling a largely unchanged price target framework overall. What's in the News The company reiterated revenue guidance for the second half of 2025, with expectations for low single digit revenue growth on a reported basis (Corporate guidance).
分析記事 Jan 01

We Think Acushnet Holdings (NYSE:GOLF) Can Stay On Top Of Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
ナラティブの更新 Dec 18

GOLF: Share Repurchases And Margin Expansion Will Support Balanced Future Returns

Analysts have nudged their price target on Acushnet Holdings higher by approximately $1.00 to reflect slightly stronger expectations for revenue growth, improving profit margins, and a still supportive but modestly lower future earnings multiple. What's in the News Reiterated second half 2025 revenue guidance, calling for low single digit growth versus the prior year, signaling steady but moderated expansion.
分析記事 Dec 12

Is There An Opportunity With Acushnet Holdings Corp.'s (NYSE:GOLF) 26% Undervaluation?

Key Insights Acushnet Holdings' estimated fair value is US$116 based on 2 Stage Free Cash Flow to Equity Acushnet...
ナラティブの更新 Dec 04

GOLF: Share Repurchases And Margin Stability Will Support Balanced Returns

Narrative Update on Acushnet Holdings Analysts have modestly increased their price target on Acushnet Holdings, citing slightly higher long term revenue growth and profit margin expectations, along with a marginally higher discount rate. Together, these factors support a fair value estimate holding near approximately 79 dollars per share.
分析記事 Nov 25

What Does Acushnet Holdings Corp.'s (NYSE:GOLF) Share Price Indicate?

Acushnet Holdings Corp. ( NYSE:GOLF ), is not the largest company out there, but it saw a decent share price growth of...
ナラティブの更新 Nov 20

GOLF: Profit Margin Strength Will Sustain Momentum Despite Softening Revenue Outlook

Analysts have slightly raised their price target for Acushnet Holdings by $1 to $78.86, reflecting a modest improvement in projected profit margin even as expectations for revenue growth have become more restrained. What's in the News Acushnet Holdings Corp.
ナラティブの更新 Nov 05

GOLF: Strong Product Demand Will Offset Apparel Headwinds And Maintain Momentum

Analysts have raised their price target for Acushnet Holdings by $2.00. They cite stronger revenue growth, improved profit margins, and positive momentum from recent product launches.
分析記事 Oct 09

Acushnet Holdings Corp.'s (NYSE:GOLF) Business Is Trailing The Market But Its Shares Aren't

It's not a stretch to say that Acushnet Holdings Corp.'s ( NYSE:GOLF ) price-to-earnings (or "P/E") ratio of 20.9x...
分析記事 Sep 13

Returns Are Gaining Momentum At Acushnet Holdings (NYSE:GOLF)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Aug 30

Here's Why Acushnet Holdings (NYSE:GOLF) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
ナラティブの更新 Aug 27

High Valuations Will Fail Against Global Headwinds

Analyst price targets for Acushnet Holdings have risen to $75.86, reflecting strong demand for new T-series irons, resilient performance, and a positive sector outlook, despite ongoing challenges in Korean apparel and FootJoy repositioning. Analyst Commentary Strong initial sell-through trends for the new T-series iron club launch are supporting improved demand outlook.
分析記事 Aug 14

Acushnet Holdings (NYSE:GOLF) Has Announced A Dividend Of $0.235

Acushnet Holdings Corp. ( NYSE:GOLF ) will pay a dividend of $0.235 on the 19th of September. This takes the annual...
分析記事 Aug 09

Does Acushnet Holdings (NYSE:GOLF) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 Jul 16

Is Acushnet Holdings Corp. (NYSE:GOLF) Trading At A 29% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Acushnet Holdings fair value estimate is US$109 Acushnet...
分析記事 Jul 04

Is There Now An Opportunity In Acushnet Holdings Corp. (NYSE:GOLF)?

Acushnet Holdings Corp. ( NYSE:GOLF ), might not be a large cap stock, but it received a lot of attention from a...
Seeking Alpha Mar 04

Acushnet Holdings: Taking Another Swing At This Name

Summary Despite my passion for golf, I maintain Acushnet Holdings as a ‘hold’ due to its mixed financial performance and fair valuation. Revenue continues to grow and that looks set to continue, with EBITDA guidance for 2025 also pointing higher. Shares aren't cheap, but they certainly don't look expensive on an absolute basis. Long-term, I believe the firm will be just fine, but it's not cheap enough to warrant a bullish rating. Read the full article on Seeking Alpha
Seeking Alpha Feb 21

Acushnet Holdings Q4 Preview: Solid Growth Ahead And Initiate With 'Buy'

Summary Acushnet Holdings Corp. is a leader in the golf industry, focusing on premium products, strong brand strategy, and dedicated golfers, warranting a Buy rating with an $82 target price. The company excels by targeting dedicated golfers, prioritizing product quality, and leveraging endorsements from elite players to build brand prestige and customer loyalty. Robust financial management, solid Q3-FY24 results, and a healthy balance sheet support sustainable GOLF growth, with FY24 revenue expected to grow between 3.2% to 5.3%. Potential risks include weather, economic cycles, competition, tariffs, and foreign exchange, but Acushnet's strong market positioning and diversified manufacturing mitigate these concerns. Read the full article on Seeking Alpha

収支内訳

Acushnet Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:GOLF 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 262,60817182776
31 Dec 252,55918982675
30 Sep 252,52722282472
30 Jun 252,49023082072
31 Mar 252,45322678769
31 Dec 242,45721478867
30 Sep 242,42518968768
30 Jun 242,39819069765
31 Mar 242,40319373866
31 Dec 232,38219876064
30 Sep 232,41622587860
30 Jun 232,38122087159
31 Mar 232,35121286956
31 Dec 222,27019971256
30 Sep 222,24317385357
30 Jun 222,20716084957
31 Mar 222,17317581956
31 Dec 212,14817980055
30 Sep 212,14822776453
30 Jun 212,10925171849
31 Mar 211,78417263947
31 Dec 201,6129661548
30 Sep 201,5609258347
30 Jun 201,4945958950
31 Mar 201,6569562951
31 Dec 191,68112163151
30 Sep 191,65611562752
30 Jun 191,6109261952
31 Mar 191,6269362052
31 Dec 181,63410061651
30 Sep 181,64210761650
30 Jun 181,61910960648
31 Mar 181,56810258547
31 Dec 171,5609958247
30 Sep 171,5398458749
30 Jun 171,5316558750
31 Mar 171,5665059350
31 Dec 161,5722360248
30 Sep 161,563060347
30 Jun 161,543-860446
31 Mar 161,527-960646
31 Dec 151,503-1560446

質の高い収益: GOLFは 高品質の収益 を持っています。

利益率の向上: GOLFの現在の純利益率 (6.5%)は、昨年(9.2%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: GOLFの収益は過去 5 年間で年間0.8%増加しました。

成長の加速: GOLFは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: GOLFは過去 1 年間で収益成長率がマイナス ( -24.5% ) となったため、 Leisure業界平均 ( -10.1% ) と比較することが困難です。


株主資本利益率

高いROE: GOLFの 自己資本利益率 ( 20.48% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/17 20:49
終値2026/06/17 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Acushnet Holdings Corp. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18

アナリスト機関
Casey AlexanderCompass Point Research & Trading, LLC
Andrew BurnsD.A. Davidson & Co.
William SchmitzDeutsche Bank