Brunswick Q4 revenue beats on strong OEM orders

Reuters
Jan 29
Brunswick Q4 revenue beats on strong OEM orders

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.)

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