Callaway Golf Company

NYSE:CALY Stok Raporu

Piyasa değeri: US$2.9b

Callaway Golf Yönetim

Yönetim kriter kontrolleri 2/4

Callaway Golf CEO'su Chip Brewer, Mar2012 tarihinde atandı, in görev süresi 14.42 yıldır. in toplam yıllık tazminatı $ 13.97M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.9% maaş ve 92.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.12% ine doğrudan sahiptir ve bu hisseler $ 32.13M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 13.3 yıl ve 11 yıldır.

Anahtar bilgiler

Chip Brewer

İcra Kurulu Başkanı

US$14.0m

Toplam tazminat

CEO maaş yüzdesi7.87%
CEO görev süresi14.4yrs
CEO sahipliği1.1%
Yönetim ortalama görev süresi13.3yrs
Yönetim Kurulu ortalama görev süresi11yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Aug 06

CALY: Pure Play Focus And Q2 Execution Will Guide Future Returns

The analyst price target for Callaway Golf is updated from $18.40 to $20.50. Analysts point to Q2 revenue and gross margin results that came in ahead of expectations, higher modeled revenue growth and profit margins, and a modestly lower discount rate alongside slightly lower future P/E assumptions.
Seeking Alpha Jul 16

Callaway Golf: The Recovery Is Credible, But Valuation Is A Problem

Summary Callaway Golf Company receives a Hold rating as current valuation reflects near-term growth and margin expansion expectations. CALY's renewed focus on golf equipment, fitting, and distribution is driving share gains, evidenced by 11.9% Q1 club sales growth and record ball market share. Margin expansion initiatives—longer product cycles, SKU optimization, and cost renegotiation—are showing results, with Q1 gross margin up 250 bps to 47.5%. Valuation remains at a discount to peers, but upside is limited unless CALY outperforms with its 2027 product launch or growth accelerates beyond current assumptions. Read the full article on Seeking Alpha
Analiz Makalesi Jun 20

Callaway Golf (CALY) Stock Looks Fairly Valued After Raised Guidance And Quantum Driver Launch

Callaway Golf (CALY) is back in focus after refocusing on its core golf equipment business, rolling out its AI-driven Quantum driver line, and issuing higher full-year guidance following stronger-than-expected first-quarter results. See our latest analysis for Callaway Golf. The refocus on core golf operations and the Quantum driver launch has coincided with sharp share price strength, with a 38.66% 90 day share price return and a 55.46% year to date share price return. Over a longer horizon,...
Anlatı Güncellemesi Jun 15

CALY: Stronger Balance Sheet And Pure Play Focus Will Shape Future Returns

Analysts have lifted the implied fair value for Callaway Golf to $18.40 from $16.75, reflecting updated assumptions around a lower discount rate, higher profit margins, and Street research that points to a modestly higher $18 price target and improved EBITDA expectations following management meetings. Analyst Commentary Recent Street research around Callaway Golf has stayed broadly balanced, with neutral ratings still common even as some firms lift price targets and adjust earnings expectations following management meetings.
Anlatı Güncellemesi Jun 01

CALY: Healthier Golf Spending And Higher Future P/E Could Support Rerating

Analysts have lifted their fair value estimate for Callaway Golf from $19.00 to $22.62, reflecting updated assumptions on discount rates, profitability and valuation multiples, alongside recent price target increases from firms that see a healthy golf consumer and a focus on stabilizing market share and returning to revenue and earnings growth. Analyst Commentary Recent research has featured several bullish analysts lifting price targets for Callaway Golf, pointing to a mix of healthier golf demand indicators and company specific execution goals around market share, revenue and earnings.
Analiz Makalesi May 11

Results: Callaway Golf Company Beat Earnings Expectations And Analysts Now Have New Forecasts

A week ago, Callaway Golf Company ( NYSE:CALY ) came out with a strong set of quarterly numbers that could potentially...
Anlatı Güncellemesi May 01

CALY: Healthy Golf Spending And Higher Future P/E Could Drive Rerating

Analysts have recently adjusted their models on Callaway Golf and, with a series of revised price targets around $15, are linking the change in target to more modest revenue and margin assumptions, balanced against a higher future P/E multiple. Analyst Commentary Recent Street research on Callaway Golf centers on price targets converging around US$15, with analysts refining their models after the latest quarterly update.
Anlatı Güncellemesi Apr 16

CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery

Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.
Anlatı Güncellemesi Apr 02

CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery

Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.
Anlatı Güncellemesi Mar 19

CALY: Healthy Golf Spending And Integrated Platform Will Drive Future Rerating

Analysts have recently lifted Callaway Golf's average price target toward $15, reflecting updated models that incorporate healthier golf spending, a lower discount rate, more moderate revenue and margin assumptions, and a higher future P/E of about 25.5x. Analyst Commentary Recent Street research around Callaway Golf clusters around the US$15 price target, with several bullish analysts raising their estimates and some introducing higher upside scenarios for Topgolf Callaway as a combined platform.
Anlatı Güncellemesi Mar 05

CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery

The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.
Anlatı Güncellemesi Feb 18

CALY: Topgolf Entertainment Integration Will Shape Deleveraging And Core Golf Focus Narrative

The analyst fair value estimate for Callaway Golf has been revised from $12.50 to $16.05, reflecting updated Street price targets in the range of $15 to $17.50, as well as analyst expectations for improved revenue growth, stronger profit margins, and a more conventional forward P/E multiple. Analyst Commentary Recent Street research around Callaway Golf and Topgolf Callaway highlights a mix of optimism on execution and growth potential, alongside some caution on valuation and near term earnings risk.
Anlatı Güncellemesi Feb 04

CALY: Pure Play Focus And Topgolf Stake Sale Will Drive Rerating

The analyst price target for Callaway Golf has been lifted from US$10.50 to US$19.00, with analysts pointing to recent upgrades, higher targets across the Street, and support for the Topgolf transaction and pure-play golf focus as key reasons for the reassessment. Analyst Commentary Recent research highlights a clear shift in tone around Callaway Golf and the Topgolf transaction, with several bullish analysts pointing to a cleaner focus on core golf equipment and clearer value for the Topgolf stake as key supports for higher price targets.
Analiz Makalesi Jan 15

Revenues Not Telling The Story For Topgolf Callaway Brands Corp. (NYSE:MODG) After Shares Rise 27%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
Anlatı Güncellemesi Jan 07

MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk

Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.
Anlatı Güncellemesi Dec 24

MODG: Topgolf Stake Sale Will Shape Deleveraging And Core Golf Focus Narrative

Analysts have nudged their blended price target on Topgolf Callaway Brands modestly higher to the low teens per share, supported by views that the planned $1.1B Topgolf stake sale, the resulting $770M in net proceeds, and the strategic refocus on core golf equipment enhance balance sheet flexibility and preserve upside participation in future growth. Analyst Commentary Recent Street commentary on Topgolf Callaway highlights a generally constructive stance on the announced Topgolf stake sale, with debate centering on valuation, capital allocation, and the durability of growth in the core golf franchise.
Anlatı Güncellemesi Dec 09

MODG: Topgolf Stake Sale Will Define Future Focus On Core Franchise

Analysts have raised their fair value estimate for Topgolf Callaway Brands from approximately $11.72 to $12.50, citing the recently announced $1.1B Topgolf stake sale, associated balance sheet de-risking, and the company’s refocus on its core golf equipment franchise as key drivers supporting higher price targets across recent research. Analyst Commentary Bullish analysts view the announced Topgolf stake sale as a pivotal step that simplifies the business model, sharpens focus on the higher margin, core equipment franchise, and removes an overhang related to capital intensity and valuation uncertainty around the entertainment assets.
Analiz Makalesi Nov 27

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Climb 27% But Its Business Is Yet to Catch Up

The Topgolf Callaway Brands Corp. ( NYSE:MODG ) share price has done very well over the last month, posting an...
Anlatı Güncellemesi Nov 25

MODG: Business Simplification And Asset Sale Will Define Forward Outlook

Analysts have raised their price target for Topgolf Callaway Brands from approximately $11.06 to $11.72 per share. They cite transaction-driven business simplification and improved strategic clarity as key factors behind the modest increase.
Anlatı Güncellemesi Nov 11

MODG: Continued Equipment Demand And Asset Monetization Will Shape Future Performance

Analysts have raised their price target for Topgolf Callaway Brands to $14 from $13, citing continued healthy demand in the core equipment business and positive developments at Topgolf SVS as key reasons for their updated outlook. Analyst Commentary Recent research from Wall Street highlights a mix of optimism and caution surrounding Topgolf Callaway Brands, with updated ratings and price targets reflecting both company execution and broader consumer trends.
Anlatı Güncellemesi Aug 08

Expanded Value Offerings And New Venues Will Drive Active Leisure

The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.
Analiz Makalesi Jul 26

Topgolf Callaway Brands Corp. (NYSE:MODG) Held Back By Insufficient Growth Even After Shares Climb 26%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
Analiz Makalesi May 13

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Leap 26% Yet They're Still Not Telling The Full Story

Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have had a really impressive month, gaining 26% after a shaky period...
Analiz Makalesi May 08

Is Topgolf Callaway Brands (NYSE:MODG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi Apr 01

Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching

Topgolf Callaway Brands Corp. ( NYSE:MODG ), is not the largest company out there, but it saw a double-digit share...
Seeking Alpha Mar 06

Topgolf Callaway: Why Investors Should Take A Swing

Summary Topgolf and Callaway will separate into two independent companies, potentially unlocking value. Callaway will focus on golf equipment, while Topgolf will operate as a debt-free entertainment brand. The stock has plunged 84% since its peak, largely due to the challenges of merging golf equipment manufacturing with entertainment. However, at $6 per share it is undervalued. Callaway is positioned for stable growth with its premium golf gear and Toptracer technology, while Topgolf presents a higher-risk, high-reward opportunity through international expansion and innovation. The split provides clarity for both businesses, making Callaway a safer bet and Topgolf a speculative growth play. At current levels, the stock is a strong buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

Topgolf Callaway: Q4 Preview, A Costly Mistake With No Clear Turnaround - 'Sell'

Summary The merger of Topgolf and Callaway was a strategic mistake, leading to high debt and damaging Callaway's premium brand image. Topgolf's revenue growth has slowed due to economic normalization, with declining consumer spending and rising interest rates. The combined company faces significant financial challenges, and even the intended spin-off carries substantial uncertainties. I initiate a "SELL" rating for Topgolf Callaway, estimating the fair value at $2 per share. Read the full article on Seeking Alpha
Analiz Makalesi Feb 16

Market Cool On Topgolf Callaway Brands Corp.'s (NYSE:MODG) Revenues

When close to half the companies operating in the Leisure industry in the United States have price-to-sales ratios (or...
Seeking Alpha Dec 29

Topgolf Callaway Brands: A Bogey At These Prices Looks Improbable

Summary Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. Topgolf's growth strategy involves expanding venues, while Callaway Golf Company will inherit the debt, potentially offering investors Topgolf at a low valuation. Despite market skepticism, I maintain a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity. Read the full article on Seeking Alpha
Analiz Makalesi Dec 07

Topgolf Callaway Brands (NYSE:MODG) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

CEO Tazminat Analizi

Chip Brewer'un ücretlendirmesi Callaway Golf'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Jun 30 2026n/an/a

US$81m

Mar 31 2026n/an/a

US$50m

Dec 31 2025US$14mUS$1m

US$39m

Sep 30 2025n/an/a

US$123m

Jun 30 2025n/an/a

US$134m

Mar 31 2025n/an/a

US$150m

Dec 31 2024US$9mUS$1m

US$93m

Sep 30 2024n/an/a

-US$12m

Jun 30 2024n/an/a

US$21m

Mar 31 2024n/an/a

US$77m

Dec 31 2023US$11mUS$1m

US$100m

Sep 30 2023n/an/a

US$99m

Jun 30 2023n/an/a

US$108m

Mar 31 2023n/an/a

US$96m

Dec 31 2022US$11mUS$1m

US$158m

Sep 30 2022n/an/a

US$204m

Jun 30 2022n/an/a

US$150m

Mar 31 2022n/an/a

US$136m

Dec 31 2021US$27mUS$1m

US$322m

Sep 30 2021n/an/a

US$308m

Jun 30 2021n/an/a

US$376m

Mar 31 2021n/an/a

US$117m

Dec 31 2020US$5mUS$761k

-US$127m

Sep 30 2020n/an/a

-US$116m

Jun 30 2020n/an/a

-US$137m

Mar 31 2020n/an/a

US$60m

Dec 31 2019US$6mUS$895k

US$79m

Tazminat ve Piyasa: Chip 'nin toplam tazminatı ($USD 13.97M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 6.95M ).

Tazminat ve Kazançlar: Chip şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Chip Brewer (62 yo)

14.4yrs
Görev süresi
US$13,970,138
Tazminat

Mr. Oliver G. Brewer, III, also known as Chip, serves as Member of Advisory Board at KB Partners, LLC since joining the firm in May 2021. He has been the President and Chief Executive Officer at Topgolf Ca...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Oliver Brewer
President14.4yrsUS$13.97m1.12%
$ 32.1m
Brian Lynch
Executive VP14.2yrsUS$4.23m0.18%
$ 5.1m
Mark Leposky
Executive VP & Chief Supply Chain Officer3.4yrsUS$2.87m0.20%
$ 5.6m
Glenn Hickey
Executive VP & President of Callaway Golf Sales7.6yrsUS$2.79m0.046%
$ 1.3m
Jennifer Thomas
Senior VP & Chief Accounting Officer13.3yrsVeri yok0.047%
$ 1.4m
Patrick Burke
Senior VP of Global Financeno dataVeri yokVeri yok
Timothy Reed
Executive Vice President of Researchno dataVeri yok0.093%
$ 2.7m
Heather McAllister
General Counselno dataVeri yokVeri yok
Angela Deskins
Executive VP & Chief People Officerless than a yearVeri yok0.0021%
$ 59.1k
Alex Boezeman
President of Asia15.1yrsUS$972.13kVeri yok
Chris Callaway
Chief Development Officer of Topgolf Entertainment Groupno dataVeri yokVeri yok
13.3yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim: CALY 'un yönetim ekibi deneyimli ve deneyimlidir ( 13.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Oliver Brewer
President14.4yrsUS$13.97m1.12%
$ 32.1m
John Lundgren
Independent Chairman17.4yrsUS$268.88k0.068%
$ 2.0m
Anthony Thornley
Independent Director22.3yrsUS$218.88k0.060%
$ 1.7m
Russell Fleischer
Independent Director8.3yrsUS$233.88k0.087%
$ 2.5m
Adebayo Ogunlesi
Independent Director16.6yrsUS$228.88k0.62%
$ 17.8m
Thomas Dundon
Independent Directorless than a yearUS$43.13k10.45%
$ 301.1m
Mark Mandel
Independent Directorless than a yearVeri yokVeri yok
Linda Segre
Independent Director11yrsUS$231.38k0.048%
$ 1.4m
Bavan Holloway
Independent Director4.7yrsUS$218.88k0.023%
$ 669.0k
11.0yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CALY 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 11 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/08/20 04:54
Gün Sonu Hisse Fiyatı2026/08/20 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Callaway Golf Company 27 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Craig KennisonBaird
Derek LeckowBarrington Research Associates, Inc.
Alexander MarocciaBerenberg