NYSE$GOLF

Acushnet Holdings Corp · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Acushnet reported strong Q3 2020 results, with net sales up 15.7% year over year and net income attributable to Acushnet Holdings Corp. up 112.1% year over year.

Acushnet Holdings Corp. reported a strong third quarter with net sales of $482.9 million, a 15.7% increase year over year. Net income attributable to Acushnet Holdings Corp. was $63.2 million, up 112.1% year over year. The company saw increased sales in Titleist golf balls, FootJoy golf wear, and Titleist golf gear, driven by a significant increase in rounds of play and related demand for golf products.

  • Third quarter net sales increased by 15.7% year over year, or 15.1% in constant currency.
  • Net income attributable to Acushnet Holdings Corp. for the third quarter increased by 112.1% year over year.
  • Adjusted EBITDA for the third quarter increased by 77.8% year over year.
  • Sales growth was primarily driven by increased sales in Titleist golf balls, FootJoy golf wear and Titleist golf gear.

Headline financials

Total Revenue

$483M

Previous: $417M+15.8%
EPS (adj)

$0.84

Previous: $0.39+115.4%
Adjusted EBITDA Margin

20.5%

Previous: 13.4%+53.0%
Capital Expenditures

-$15.4M

Previous: -$18.2M+15.3%
Free Cash Flow

$47.8M

Previous: $11.6M+311.2%
Net Income

$63.2M

Previous: $29.8M+112.2%
Operating Income

$85.2M

Previous: $43.7M+94.9%
Gross Profit

$252M

Previous: $217M+16.0%
Cash & Equivalents

$113M

Previous: $54.2M+107.7%
Total Assets

$1.84B

Previous: $1.82B+1.0%
Stock-Based Comp

$3.67M

Previous: $2.61M+41.0%

Revenue & EPS history

Acushnet · Revenue · Quarterly

$483M

Q3 2020+15.8%vs Q3 2019
Beat estimate in 7 of 16 quarters(44%)
ActualEstimate

Revenue by segment

Acushnet · $160M total across 2 segments · Q3 2020

  • FootJoy Golf Wear
    $116M+13.1%
  • Titleist Golf Equipment
    $44.3M+28.0%

Forward guidance

Given the high degree of uncertainty related to the COVID-19 pandemic, the Company has withdrawn all previously issued fiscal 2020 guidance and the Company is not providing further guidance at this time.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2020

Historical avgQ3 2020

+1.8%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+2.1%

Avg return

30 days after

56%

25 / 45 earnings

Positive

+20.4%

Q1 2021

Best reaction

-11.5%

Q2 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.4%-6.7%-4.0%
Q4 2025+3.5%-0.1%-7.4%
Q3 2025+3.9%+7.1%+11.0%
Q1 2025+5.1%+9.4%+9.4%
Q4 2024-1.9%-2.0%+1.8%
Q3 2024+14.6%+11.1%+17.2%
Q2 2024+1.7%+0.4%-0.6%
Q1 2024-0.2%+1.3%+4.0%
Q4 2023-5.3%-6.6%-4.6%
Q3 2023+10.0%+14.0%+16.2%
Q2 2023-1.1%-2.5%-0.4%
Q1 2023+5.1%+1.7%-6.5%
Q4 2022+10.1%+7.1%+5.6%
Q3 2022-0.7%-2.6%+5.1%
Q2 2022+2.9%-0.2%-2.2%
Q1 2022-6.4%-6.5%-1.8%
Q4 2021+3.6%-1.5%-8.1%
Q3 2021+5.0%+2.9%-2.1%
Q2 2021+2.0%+0.7%-6.7%
Q1 2021+20.4%+18.7%+20.1%
Q4 2020-4.0%-6.6%-4.0%
Q3 2020+1.9%+2.4%+8.3%
Q2 2020-11.5%-12.1%-12.0%
Q1 2020+3.3%+1.1%+30.8%
Q4 2019-5.4%-1.4%-5.1%
Q3 2019+3.3%+3.0%+5.4%
Q2 2019-0.0%+0.5%+4.9%
Q1 2019-3.7%-5.8%-3.2%
Q4 2018+1.6%-2.4%-7.1%
Q3 2018+1.8%+5.6%-6.5%
Q2 2018+9.0%+8.6%+12.2%
Q1 2018-8.6%-4.5%+0.5%
Q4 2017+2.1%+3.3%+7.8%
Q3 2017+4.1%-2.9%+11.3%
Q2 2016-6.4%-5.2%-3.3%
Q2 2017-6.4%-5.2%-3.3%
Q1 2017-1.1%-4.7%-3.1%
Q1 2016-1.1%-4.7%-3.1%
Q1 2015-0.3%-1.6%+5.4%
Q4 2014-0.3%-1.6%+5.4%
Q2 2015-0.3%-1.6%+5.4%
Q4 2016+0.2%-1.9%+1.9%
Q3 2016+12.5%+12.2%-0.1%
Q4 2015+12.5%+12.2%-0.1%
Q3 2015+12.5%+12.2%-0.1%

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