Acushnet (GOLF) Q2 FY26 earnings call

Acushnet delivered a strong second quarter, driven by robust Titleist Golf Equipment sales, particularly from the accelerated GTS metals launch, and a significant benefit from tariff refunds. While industry fundamentals remain healthy with growing golf participation, the company anticipates a challenging second half due to the timing shift of product launches and continued softness in international wearables. Management is focused on strategic investments and disciplined capital allocation.