Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Acushnet Company (GOLF)
NYSEConsumer DiscretionaryLeisureSnapshot 2026-11-04
$83.62-2.63%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryLeisureSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.11 → 4.11 EPS · FY ending Dec 31, 2027 · 5 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 5 to 5; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for GOLF yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Dividend per share grows to about $0.26 in Q1 2026 | Acushnet grows revenue about 4% yearly, hitting $2.64 billion in 2026. | Intact | Dividend per share fails to grow or declines next year | Dividend per share: $0.26 per share FY2026-Q3; GAAP. Published target: ~$0.26 per share. Target period is not explicitly aligned with this observation. Nov 4, 20260.255 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
This is a growth-oriented consumer discretionary business with recent strong results, rather than a turnaround story. The long-term thesis is intact, but earnings quality is fragile and risk has recently moved from moderate to elevated.
GOLF trades at a substantial premium to peers, with a durable premium identified as the main valuation driver. The expectations gap is elevated, and the priced-in assessment is tagged unjustified because the valuation is expensive while execution quality is weak; confidence in these measures is medium.
Near term, recent revenue growth and margin expansion show management making progress on its stated priorities, and the latest earnings event was positive after a prior miss. The next call is a key risk: a guidance cut could prompt lower estimates, while earnings surprises have been trending down in a high-miss-rate industry. Management has also continued dividends and share repurchases.
Over the next few quarters, the thesis depends on revenue growth and margin improvement continuing without a guidance cut. Consumer discretionary bellwethers such as HAS, LTH, and MAT may signal whether sector momentum remains supportive or begins to fade.
For the 1-to-3-year view, GOLF’s operating progress supports an intact thesis, but its expensive valuation and elevated execution risk make the gap between expectations and results important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Profit margins improve with gross profit rising to $355 million in Q1 2026. |
| Improving |
| Gross profit falls below $337 million in Q1 2026 |
Gross profit: $321.985M FY2026-Q3; GAAP. Published target: ~$355 million. Target period is not explicitly aligned with this observation. Nov 4, 2026321,985,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Revenue grows to about $2.64 billion in FY26 | Acushnet grows revenue about 4% yearly, hitting $2.64 billion in 2026. | Intact | Revenue falls below $2.52 billion in FY26 | Revenue: $649.23M FY2026-Q3; GAAP. Published target: ~$2.64 billion. Annual target cannot be compared with a quarterly or TTM observation. Nov 4, 2026649,230,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Share repurchase program proceeds as planned | A supporting condition in Acushnet Company's published investment case. The stated target is Material share repurchases completed in 2026. | Intact | Buyback program is halted or materially reduced | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.12 → $4.11 · observed estimates
$2.76B → $2.75B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-07-25 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-07-26 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-07-27 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-07-28 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-07-29 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-07-30 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-07-31 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-08-01 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-02 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-03 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-08-04 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-08-05 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-06 | $4.14 | $2,756,499,000 | 4 / 8 |
| 2026-08-07 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-08 | $4.34 | $2,751,145,030 | 3 / 8 |
| 2026-08-09 | $4.34 | $2,751,145,030 | 3 / 8 |
| 2026-08-10 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-12 | $4.33 | $2,754,957,530 | 4 / 8 |
| 2026-08-13 | $4.33 | $2,754,957,530 | 4 / 8 |
| 2026-08-14 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-15 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-16 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-17 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-18 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-19 | $4.12 | $2,756,503,497 | 5 / 7 |
| 2026-08-20 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-21 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-22 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-23 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-24 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-25 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-26 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-27 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-28 | $4.15 | $2,754,673,960 | 4 / 6 |
| 2026-08-29 | $4.15 | $2,755,019,620 | 4 / 6 |
| 2026-08-30 | $4.15 | $2,755,019,620 | 4 / 6 |
| 2026-08-31 | $4.15 | $2,755,019,620 | 4 / 6 |
| 2026-09-01 | $4.15 | $2,755,019,620 | 4 / 6 |
| 2026-09-02 | $4.15 | $2,755,019,620 | 4 / 6 |
| 2026-09-03 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-04 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-05 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-06 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-07 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-08 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-09 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-10 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-11 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-12 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-13 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-14 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-15 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-16 | $4.16 | $2,757,473,960 | 4 / 6 |
| 2026-09-17 | $4.11 | $2,757,989,715 | 4 / 7 |
| 2026-09-18 | $4.11 | $2,757,989,715 | 4 / 7 |
| 2026-09-19 | $4.11 | $2,757,989,715 | 4 / 7 |
| 2026-09-20 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-21 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-22 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-23 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-24 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-25 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-26 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-27 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-28 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-29 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-09-30 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-01 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-02 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-03 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-04 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-05 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-06 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-07 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-08 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-09 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-10 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-11 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-12 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-13 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-14 | $4.11 | $2,757,989,715 | 5 / 7 |
| 2026-10-15 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-16 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-17 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-18 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-19 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-20 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-21 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-22 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-23 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-24 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-25 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-26 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-27 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-28 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-29 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-30 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-10-31 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-11-01 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-11-02 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-11-03 | $4.11 | $2,753,839,715 | 5 / 7 |
| 2026-11-04 | $4.11 | $2,754,039,715 | 5 / 7 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 1 recorded
0 raises · 0 cuts · 0 unchanged · 1 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Review earnings4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.