Sporting and Athletic Goods Manufacturing - Golf Equipment and Apparel
Strategic Profile
The company's strategy is centered on dedicated and discerning golfers, with a mission to be the performance and quality leader in every golf product category in which it competes. In 2024, Acushnet Holdings' revenue was $2.46 billion, representing 3.15% growth compared to the previous year.
Cyborg Score Rationale
Acushnet demonstrates solid fundamentals with consistent revenue growth, strong brand recognition in a niche market, and market leadership in premium golf equipment and apparel. However, analyst sentiment appears mixed with a Hold consensus, and the company operates in a mature, cyclical consumer discretionary category susceptible to economic pressures.
Top Insights
Strong brand portfolio anchored by iconic Titleist and FootJoy brands with century-plus heritage in golf industry
Diversified revenue across equipment, footwear, and apparel segments with global distribution reaching US, Europe, Middle East, Africa, Japan, Korea
Recent capital markets activity includes $500M senior notes offering (November 2025) signaling confidence in growth trajectory
Analyst consensus shows mixed sentiment with Hold ratings, despite Morgan Stanley raising price target to $90 and Roth Capital to $80
Named Competitors
Callaway Golf — Golf equipment and apparel manufacturer
TaylorMade — Premium golf equipment and technology
Nike Golf — Golf apparel and footwear
Adidas Golf — Golf apparel and performance gear
Recent Developments
(January 2026) Forms Vietnam footwear joint venture with Myre