Brunswick Q4 revenue beats on strong OEM orders

Brunswick

29/01/2026 11:26

Overview

Marine recreation firm's Q4 revenue rose 16%, beating analyst expectations

Adjusted EPS for Q4 increased 141.7% yr/yr, reflecting operational improvements

Company's propulsion segment reported 23% sales increase, boosting overall performance

Outlook

Brunswick projects 2026 net sales between $5.6 bln and $5.8 bln

Company expects 2026 adjusted diluted EPS of $3.80 to $4.40

Brunswick anticipates free cash flow over $350 mln in 2026

Result Drivers

PROPULSION SEGMENT - Reported a 23% sales increase driven by strong OEM orders and increased production levels

ENGINE PARTS AND ACCESSORIES - Segment sales rose 15% due to strong boating participation and distribution share gains

NAVICO GROUP - Increased revenue and margins due to new product investments and cost control measures

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.33 bln
$1.21 bln (17 Analysts)
Q4 EPS
$0.28


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 11 "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 $81.00, about 3.8% below its January 28 closing price of $84.17

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 16 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)