Topgolf Callaway Q3 revenue beats expectations on robust gold equipment demand

Reuters
2025/11/07
Topgolf Callaway Q3 revenue beats expectations on robust gold equipment demand 

Overview

  • Topgolf Callaway Q3 revenue grows 3% yr/yr, beating analyst expectations

  • Adjusted EBITDA for Q3 beats consensus, driven by Golf Equipment and Topgolf segments

  • Company raises full year 2025 revenue and adjusted EBITDA guidance

Outlook

  • Company raises full-year 2025 revenue guidance to $3.90 bln-$3.94 bln

  • Topgolf revenue guidance increased to $1.77 bln-$1.79 bln

  • Full-year Adjusted EBITDA guidance increased to $490 mln-$510 mln

Result Drivers

  • GOLF EQUIPMENT DEMAND - Strong demand for golf equipment drove revenue growth in the Golf Equipment segment

  • TOPGOLF VENUE EXPANSION - Addition of six new Topgolf venues and improved traffic trends led to revenue growth

  • TARIFF IMPACT - Incremental tariffs affected non-GAAP income from operations and Adjusted EBITDA

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

Beat

$934 mln

$905 mln (10 Analysts)

Q3 Net Income

-$14.70 mln

Q3 Adjusted EBITDA

Beat

$114.40 mln

$88.30 mln (9 Analysts)

Q3 Operating Income

$28.30 mln

Q3 Pretax Profit

-$22.30 mln

Analyst Coverage

  • The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 4 "strong buy" or "buy", 9 "hold" and 1 "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 Topgolf Callaway Brands Corp is $10.50, about 11.8% above its November 5 closing price of $9.26

Press Release: ID:nPn21jt0pa

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

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