Brunswick Q2 sales beat on steady OEM orders

Brunswick

30/07/2026 11:29

Overview
U.S. marine recreation firm's Q2 sales rose 8%, beating analyst expectations
Adjusted EPS for Q2 climbed 34.5% and beat analyst expectations
Company raised 2026 full-year adjusted EPS guidance

Outlook
Brunswick raises 2026 full-year adjusted diluted EPS outlook to $4.35-$4.75
Company expects 2026 net sales of $5.7 bln to $5.8 bln
Brunswick sees Q3 2026 revenue of $1.4 bln to $1.5 bln and adjusted EPS of $1.20-$1.40

Result Drivers
OEM DEMAND & BOATING PARTICIPATION - Co said steady OEM orders and healthy boating participation drove sales growth across segments
PRICING & MIX - Previous pricing actions and improved product mix contributed to higher sales and margins
IEEPA TARIFF REFUNDS - Recognition of certain IEEPA tariff refunds provided a benefit to earnings

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$1.56 bln
$1.52 bln (16 Analysts)
Q2 Adjusted EPS
Beat
$1.56
$1.26 (17 Analysts)
Q2 EPS
 
$1.66
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 10 "strong buy" or "buy", 10 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the recreational products peer group is "buy"
Wall Street's median 12-month price target for Brunswick Corp is $90.00, about 11.9% above its July 29 closing price of $80.46
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 16 three months ago

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)