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Acushnet Holdings Corp. (GOLF) Stock Fundamental Analysis & AI Rating 2026

GOLF NYSE Sporting & Athletic Goods, NEC DE CIK: 0001672013
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
70% Confidence
AGREEMENT
SELL
72% Conf
HOLD
68% Conf

📊 GOLF Key Takeaways

Revenue: $753.0M
Net Margin: 10.8%
Free Cash Flow: $-162.9M
Current Ratio: 2.87x
Debt/Equity: 1.36x
EPS: $1.36
AI Rating: SELL with 72% confidence
Acushnet Holdings Corp. (GOLF) receives a SELL rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $753.0M, net profit margin of 10.8%, and return on equity (ROE) of 9.9%, Acushnet Holdings Corp. demonstrates mixed fundamentals in the Market sector. Below is our complete GOLF stock analysis for 2026.

Is Acushnet Holdings Corp. (GOLF) a Good Investment?

Claude

Acushnet demonstrates healthy profitability margins and excellent interest coverage, but faces critical operational headwinds with negative operating cash flow of $143.7M and declining net income (-7.3% YoY) despite modest revenue growth, raising concerns about earnings quality and sustainability. The combination of moderate leverage (1.36x D/E) with deteriorating cash generation and subpar returns on capital (ROE 9.9%, ROA 3.1%) indicates structural operational challenges.

ChatGPT

Acushnet shows resilient profitability with strong 47.7% gross and 11.7% operating margins, supporting a high 24.1% ROE and ample interest coverage. However, growth has slowed (revenue +4.1% YoY, net income +0.7% YoY) and EPS declined, while free cash flow margin remains modest at 4.7% and working capital is inventory-heavy. Fundamentals are solid but not accelerating, warranting a neutral stance pending improvement in organic growth and cash conversion.

Why Buy Acushnet Holdings Corp. Stock? GOLF Key Strengths

Claude
  • + Strong gross margin of 47.2% and operating margin of 16.0% demonstrate effective pricing power in branded golf equipment market
  • + Excellent interest coverage ratio of 300.4x indicates no near-term solvency risk despite leverage
  • + Solid liquidity position with current ratio of 2.87x and quick ratio of 1.59x provides near-term financial flexibility
ChatGPT
  • + Consistently strong margins indicating pricing power and cost control
  • + High ROE (24.1%) demonstrating efficient capital deployment
  • + Healthy liquidity and extraordinary interest coverage despite leverage

GOLF Stock Risks: Acushnet Holdings Corp. Investment Risks

Claude
  • ! Negative operating cash flow of -$143.7M and free cash flow of -$162.9M despite positive GAAP earnings signals potential working capital deterioration, inventory buildup, or earnings quality concerns
  • ! Net income declined 7.3% year-over-year despite 4.1% revenue growth, indicating margin compression and operational headwinds
  • ! Moderate leverage of 1.36x D/E becomes concerning when combined with negative cash generation and limited cash reserves of only $51.7M
ChatGPT
  • ! Growth deceleration with EPS decline despite revenue growth
  • ! Inventory-heavy working capital (quick ratio ~0.97) pressuring FCF
  • ! Moderate leverage (D/E 1.19x) with low cash balance increasing downside sensitivity

Key Metrics to Watch

Claude
  • * Operating cash flow trend and decomposition to identify whether cash burn is temporary working capital timing or structural issue
  • * Gross margin and operating margin trajectory to assess pricing power sustainability and cost management
  • * Inventory levels and accounts receivable aging to diagnose working capital deterioration
ChatGPT
  • * Gross margin trend
  • * Free cash flow conversion

Acushnet Holdings Corp. (GOLF) Financial Metrics & Key Ratios

Revenue
$753.0M
Net Income
$81.4M
EPS (Diluted)
$1.36
Free Cash Flow
$-162.9M
Total Assets
$2.6B
Cash Position
$51.7M

💡 AI Analyst Insight

Strong liquidity with a 2.87x current ratio provides a solid financial cushion.

GOLF Profit Margin, ROE & Profitability Analysis

Gross Margin 47.2%
Operating Margin 16.0%
Net Margin 10.8%
ROE 9.9%
ROA 3.1%
FCF Margin -21.6%

GOLF vs Market Sector: How Acushnet Holdings Corp. Compares

How Acushnet Holdings Corp. compares to Market sector averages

Net Margin
GOLF 10.8%
vs
Sector Avg 12.0%
GOLF Sector
ROE
GOLF 9.9%
vs
Sector Avg 15.0%
GOLF Sector
Current Ratio
GOLF 2.9x
vs
Sector Avg 1.8x
GOLF Sector
Debt/Equity
GOLF 1.4x
vs
Sector Avg 0.7x
GOLF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Acushnet Holdings Corp. Stock Overvalued? GOLF Valuation Analysis 2026

Based on fundamental analysis, Acushnet Holdings Corp. shows some fundamental concerns relative to the Market sector in 2026.

Return on Equity
9.9%
Sector avg: 15%
Net Profit Margin
10.8%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.36x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Acushnet Holdings Corp. Balance Sheet: GOLF Debt, Cash & Liquidity

Current Ratio
2.87x
Quick Ratio
1.59x
Debt/Equity
1.36x
Debt/Assets
68.2%
Interest Coverage
300.37x
Long-term Debt
$1.1B

GOLF Revenue & Earnings Growth: 5-Year Financial Trend

GOLF 5-year financial data: Year 2021: Revenue $2.1B, Net Income $121.1M, EPS $1.60. Year 2022: Revenue $2.3B, Net Income $96.0M, EPS $1.28. Year 2023: Revenue $2.4B, Net Income $178.9M, EPS $2.38. Year 2024: Revenue $2.5B, Net Income $199.3M, EPS $2.75. Year 2025: Revenue $2.6B, Net Income $198.4M, EPS $2.94.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Acushnet Holdings Corp.'s revenue has grown significantly by 19% over the 5-year period, indicating strong business expansion. The most recent EPS of $2.94 reflects profitable operations.

GOLF Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-21.6%
Free cash flow / Revenue

GOLF Quarterly Earnings & Performance

Quarterly financial performance data for Acushnet Holdings Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $703.4M $81.4M $1.36
Q3 2025 $620.5M $48.5M $0.81
Q2 2025 $683.9M $71.4M $1.11
Q1 2025 $703.4M $87.8M $1.35
Q3 2024 $593.4M $56.2M $0.85
Q2 2024 $683.9M $71.4M $1.09
Q1 2024 $686.3M $87.8M $1.35
Q3 2023 $558.2M $51.8M $0.72

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Acushnet Holdings Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$143.7M
Cash generated from operations
Stock Buybacks
$10.0M
Shares repurchased (TTM)
Capital Expenditures
$19.2M
Investment in assets
Dividends Paid
$15.9M
Returned to shareholders

GOLF SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Acushnet Holdings Corp. (CIK: 0001672013)

📋 Recent SEC Filings

Date Form Document Action
May 6, 2026 10-Q golf-20260331.htm View →
May 6, 2026 8-K golf-20260506.htm View →
Apr 17, 2026 DEF 14A golf-20260416.htm View →
Mar 24, 2026 4 xslF345X06/form4.xml View →
Mar 24, 2026 4 xslF345X06/form4.xml View →

Frequently Asked Questions about GOLF

What is the AI rating for GOLF?

Acushnet Holdings Corp. (GOLF) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 70% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GOLF's key strengths?

Claude: Strong gross margin of 47.2% and operating margin of 16.0% demonstrate effective pricing power in branded golf equipment market. Excellent interest coverage ratio of 300.4x indicates no near-term solvency risk despite leverage. ChatGPT: Consistently strong margins indicating pricing power and cost control. High ROE (24.1%) demonstrating efficient capital deployment.

What are the risks of investing in GOLF?

Claude: Negative operating cash flow of -$143.7M and free cash flow of -$162.9M despite positive GAAP earnings signals potential working capital deterioration, inventory buildup, or earnings quality concerns. Net income declined 7.3% year-over-year despite 4.1% revenue growth, indicating margin compression and operational headwinds. ChatGPT: Growth deceleration with EPS decline despite revenue growth. Inventory-heavy working capital (quick ratio ~0.97) pressuring FCF.

What is GOLF's revenue and growth?

Acushnet Holdings Corp. reported revenue of $753.0M.

Does GOLF pay dividends?

Acushnet Holdings Corp. pays dividends, with $15.9M distributed to shareholders in the trailing twelve months.

Where can I find GOLF SEC filings?

Official SEC filings for Acushnet Holdings Corp. (CIK: 0001672013) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GOLF's EPS?

Acushnet Holdings Corp. has a diluted EPS of $1.36.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GOLF a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Acushnet Holdings Corp. has a SELL rating with 70% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GOLF stock overvalued or undervalued?

Valuation metrics for GOLF: ROE of 9.9% (sector avg: 15%), net margin of 10.8% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy GOLF stock in 2026?

Our dual AI analysis gives Acushnet Holdings Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GOLF's free cash flow?

Acushnet Holdings Corp.'s operating cash flow is $-143.7M, with capital expenditures of $19.2M. FCF margin is -21.6%.

How does GOLF compare to other Market stocks?

Vs Default sector averages: Net margin 10.8% (avg: 12%), ROE 9.9% (avg: 15%), current ratio 2.87 (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI