Acushnet Holdings Corp. Common Stock (GOLF)

FairStock Score: 40/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for understandable businesses with durable brands and conservative prices. Acushnet owns Titleist and FootJoy, names golfers trust for clubs, balls, gloves, and shoes. That is a real competitive advantage: brand loyalty, pro-shop shelf space, and repeat purchases. The latest filed results show strength. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $820.0M, net income $124.8M, and diluted EPS $2.08. In fiscal Q2 2025, revenue was $720.5M, net income $75.6M, and diluted EPS $1.25. That is meaningful growth. FairStock also computes return on equity of 25.24%, a Piotroski F-Score of 8/9, and positive trailing free cash flow of $183.7M. The balance sheet has debt; FairStock lists debt-to-equity at 1.17, ROCE at 8.25%, and Altman Z at 2.79. Those are not fatal, but they temper the quality. The Lynch category is Stalwart: profit growth of 14.5% a year over five years and revenue growth of 9.7%. But price matters. At the 2026-10-13 close of $81.31, FairStock calculates a P/E of 22.10, P/B of 5.14, FCF yield of 3.9%, and Graham Number of $36.20. The margin of safety is negative 124.61%. I would call this a fine consumer franchise priced for continued success, not a bargain. FY2025 net income was $188.5M versus $214.3M in FY2024, so the long-term trend needs watching. I prefer to buy good brands when price is fair, not when expectations are high.

In plain English: Acushnet makes golf equipment and clothing, including Titleist clubs and FootJoy shoes and gloves. The business looks financially strong because sales and profits rose in the latest quarter and it produces cash. But the stock price looks expensive compared with the company's accounting value and a conservative value estimate, so investors are paying up for those results.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer