Acushnet (NYSE:GOLF) Q4 2025 Earnings call February 26, 2026 08:30 AM ET Company ParticipantsAmanda Douglas - VP of Equity ResearchCameron Vollmer - Director of Investor RelationsDavid Maher - President and CEODoug Lane - Head of Consumer ProductsJP Wollam - Equity Research AssociateLauren Ng - Equity Research AssociateSean Sullivan - EVP and CFOConference Call ParticipantsJoe Altobello - Managing Director and Senior Equity AnalystNoah Zatzkin - VP and Equity Research AnalystRandy Konik - Managing Director ...

Group 1: Consumer Confidence and Economic Indicators - Consumer confidence rose by 2.2 points to 91.2 in February, surpassing analysts' expectations of 87 [4][10] - The unemployment rate decreased to 4.3% in January from 4.4% in December, with 130,000 new jobs added [6] - Short-term inflation expectations fell to a 13-month low of 3.5% in February from 4% in January, indicating a potential easing of inflation [7] Group 2: Recommended Consumer Discretionary Stocks - Rush Street Interactive, Inc. (RSI) has an expected earnings growth rate of 43.2% for the current year, with a Zacks Rank of 2 [8] - Crocs, Inc. (CROX) is projected to have a 5.7% earnings growth rate, also holding a Zacks Rank of 2 [11] - Callaway Golf Company (CALY) expects a significant earnings growth rate of 61.9%, with a Zacks Rank of 1 [12] - Dolby Laboratories, Inc. (DLB) anticipates a 1.7% earnings growth rate, currently rated as 2 [14] - MasterCraft Boat Holdings, Inc. (MCFT) has an expected earnings growth rate of 64.1%, holding a Zacks Rank of 1 [15] Group 3: Earnings Estimate Revisions - The earnings estimates for RSI, CROX, CALY, DLB, and MCFT have all improved over the past 60 days, indicating positive market sentiment [3][10]

Core Insights - Newton Golf Company has been invited to present at the Centurion One Capital 9th Annual Toronto Growth Conference on March 5, 2026, highlighting its innovative approach in the golf equipment sector [1][2]. Company Overview - Newton Golf, formerly known as Sacks Parente, focuses on applying physics-driven engineering to enhance golf performance, emphasizing precision-engineered products like Newton Motion shafts and Gravity putters [7]. Financial Performance - The company achieved record revenue performance in 2025, securing the No. 1 selling shaft position for both drivers and fairway woods at Club Champion, a leading professional club-fitting retailer [3]. Market Expansion - Newton Golf is expanding its direct-to-consumer presence in Japan, the second-largest golf market globally, and has announced an exclusive distribution partnership with VOICE CADDIE, targeting South Korea, the third-largest golf market [3]. Conference Participation - CEO Dr. Greg Campbell will present at the conference, discussing the company's expanding product line, brand awareness, and global presence, along with attending investor meetings [2][3].

Analysts on Wall Street project that Acushnet (GOLF) will announce quarterly loss of -$0.27 per share in its forthcoming report, representing a decline of 1250% year over year. Revenues are projected to reach $453.8 million, increasing 1.9% from the same quarter last year.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe.Ahead of a compa ...

CAMARILLO, Calif.--(BUSINESS WIRE)---- $NWTG #Golf--Newton Golf Company (NASDAQ: NWTG), a technology-forward golf equipment innovator applying physics-driven engineering to golf performance, has entered into an exclusive distribution agreement with VC Inc. (VOICE CADDIE), a leading provider of golf rangefinders and GPS devices based in the Republic of Korea, for wholesale and retail distribution in South Korea. "Newton Golf's science-based shaft engineering, designed to enhance golfer performance, closely a ...

Economic Overview - Inflation pressures are easing, with the consumer price index (CPI) rising 2.4% year-over-year in January, down 0.3% from the previous month, marking the lowest level since May 2025 [4][11] - Core CPI, excluding food and energy, rose 2.5% year-over-year, matching expectations and the lowest since April 2021 [5] - The U.S. economy added 130,000 jobs in January, with the unemployment rate decreasing to 4.3% from 4.4% in December [6] Federal Reserve Insights - The Federal Reserve is optimistic about inflation slowing to 2.4% by the end of 2026 and economic growth accelerating to 2.3% [7] - The recent CPI data aligns with the Fed's forecast, providing reassurance amid concerns over a cooling labor market [2][7] Investment Recommendations - Four consumer discretionary stocks are recommended for purchase: Carnival Corporation & plc (CCL), Callaway Golf Company (CALY), Dolby Laboratories, Inc. (DLB), and Marriott International, Inc. (MAR) [2] - These stocks have experienced positive earnings estimate revisions in the past 60 days and carry Zacks Ranks of 1 (Strong Buy) or 2 (Buy) [3] Company-Specific Insights Carnival Corporation & plc (CCL) - CCL is the largest cruise operator globally, with an expected earnings growth rate of 12.9% for the current year and a 6.3% improvement in earnings estimates over the last 60 days [8][9] Callaway Golf Company (CALY) - CALY specializes in premium golf equipment and apparel, with an expected earnings growth rate of 28.6% and earnings estimates improving over 100% in the last 60 days [12][11] Dolby Laboratories, Inc. (DLB) - DLB focuses on audio and imaging technologies, with an expected earnings growth rate of 0.9% and a 1.9% improvement in earnings estimates over the past 60 days [13][14] Marriott International, Inc. (MAR) - MAR is a leading hospitality company with a development pipeline of 4,056 hotels and approximately 610,000 rooms, expecting earnings growth of 16.5% for the current year [15][16]

Boulder, Colorado--(Newsfile Corp. - February 12, 2026) - FST Corp. (NASDAQ: KBSX), a leading manufacturer and marketer of steel and graphite golf shafts and a provider of other golf-related services, today announced its unaudited financial results for both the fourth quarter and year-end periods ended December 31, 2025.For the fourth quarter ended December 31, 2025, the Company had revenue of $13,220,371, a 30 percent increase from $10,142,024 in the fourth quarter of 2024. This increase is primarily due ...

Core Viewpoint - FST Corp. is set to present at Noble Capital Markets' Emerging Growth Virtual Equity Conference, highlighting its position as a leading manufacturer and marketer of golf shafts and related services [1] Company Overview - FST Corp. was founded in 1989 and specializes in manufacturing and selling golf club shafts and other golf-related items to various stakeholders, including golf equipment brands and consumers [4] - The company's products, marketed under the KBS brand, are used by golfers at all levels, including professionals in major golf associations like the PGA [4] - FST Corp. operates a vertically integrated business model that has established the KBS brand globally, providing significant competitive advantages over peers [4] - Current growth strategies are focused on expanding into under-tapped golf shaft markets [4] Event Details - The presentation will take place on February 4 at 1:30 PM Eastern Standard Time, featuring a fireside-style Q&A session [1] - Attendees can register for the event at no cost and schedule one-on-one meetings with company management [2] - A video webcast of the presentation will be available on the company's website and Channelchek for 90 days post-event [3]

Core Viewpoint - Callaway Golf Company has completed its corporate rebranding and name change, reinforcing its position as a leading pure-play golf business [1]. Group 1: Corporate Changes - The company will now trade on the New York Stock Exchange under the new ticker symbol "CALY" [2]. - A new investor relations website has been launched at ir.callawaygolf.com, which will serve as the primary source for financial information and investor updates [2]. Group 2: Brand Portfolio - Callaway Golf Company operates a portfolio of golf brands, including Callaway, Odyssey, TravisMathew, and OGIO [2][3]. - The company is committed to innovation and premium craftsmanship, designing and manufacturing high-performance golf clubs, balls, apparel, bags, and accessories [3].

Core Message - TruGolf Holdings Inc. is set to showcase its latest innovations at the 2026 PGA Show, emphasizing its advancements in golf simulation technology and AI-driven coaching solutions [1][5]. Group 1: TruGolf RANGE Features - TruGolf RANGE allows up to 7 players to practice simultaneously on a single cinematic screen, providing an immersive indoor golf experience that mimics a traditional driving range [2]. - Each hitting bay in TruGolf RANGE offers advanced analytics, including slow-motion replays, ball flight data, and integrated AI analysis of swing tendencies, aimed at enhancing player performance [2]. - The facility includes structured training workflows and competitive experiences, such as skills challenges and games, to encourage repeat visits and increase revenue for operators [3]. Group 2: AI Coaching and Player Experience - TruGolf AI Coach analyzes player shot data to provide actionable insights, instructions, and drills, facilitating quicker improvements for golfers [4]. - The platform is designed for a modern, account-based golfer experience, allowing players to track their performance over time and enabling facilities to adopt a scalable operating model suitable for various venues [5]. Group 3: Strategic Initiatives - The first installation of TruGolf RANGE will be part of the Golf Everywhere project in Flower Mound, Texas, indicating the company's commitment to expanding its market presence [6]. - TruGolf has initiated open market purchases of its Class A Common stock, reflecting a strong capital position and confidence in its long-term strategy [6][7].