Brunswick: Fundamentals Are Getting Better, But Expectations Have Gone Up
Brunswick Corporation is downgraded to hold as valuation now reflects much of the recovery thesis despite strong execution. Recent Q4 2025 results confirm demand recovery, with net sales up 15.5% y/y and double-digit January retail growth. BC is gaining wholesale market share and expanding margins, with management guiding FY2026 EBIT margins of 7.5%–8%.
Brunswick: There's Upside From A Volatile Recovery (Rating Upgrade)
Brunswick Corporation reported good growth in all of its segments in Q4, continuing to recover gradually from a weak comparison level. More normal dealer inventories and market share gains drove Brunswick's revenue growth, helping margins in the process. The consumer-level demand outlook remains subdued for 2026, reflected in Brunswick's moderate recovery assumptions for the year. A more significant recovery will take longer.
Brunswick Corporation (BC) Q4 2025 Earnings Call Transcript
Brunswick Corporation (BC) Q4 2025 Earnings Call Transcript
Compared to Estimates, Brunswick (BC) Q4 Earnings: A Look at Key Metrics
The headline numbers for Brunswick (BC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Brunswick (BC) Q4 Earnings Match Estimates
Brunswick (BC) came out with quarterly earnings of $0.58 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.24 per share a year ago.
Exploring Analyst Estimates for Brunswick (BC) Q4 Earnings, Beyond Revenue and EPS
Get a deeper insight into the potential performance of Brunswick (BC) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Brunswick (BC) Soars 10.6%: Is Further Upside Left in the Stock?
Brunswick (BC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Brunswick: Solid Recovery Works In Place And Good FY26 Guide (Rating Upgrade)
Brunswick Corporation is upgraded to a buy rating due to improving fundamentals and a strong FY26 outlook. Q3 results show revenue growth across all segments, with Propulsion leading and Boat segment stabilizing, indicating organic demand recovery. BC's competitive edge is supported by local manufacturing, lean dealer inventories, and upcoming cost-saving initiatives in boat production.
Brunswick: This Cruise Isn't Over
Brunswick Corporation delivered strong Q3 2025 revenue growth across all segments, beating analyst expectations despite challenging industry conditions. Adjusted EPS and net income declined year-over-year, but adjusted results still surpassed analyst forecasts, with significant restructuring charges impacting GAAP earnings. Management maintains optimistic full-year guidance, highlighting robust free cash flow, ongoing share buybacks, dividend payments, and growth initiatives like Freedom Boat Club expansion.
Brunswick Corporation (BC) Q3 2025 Earnings Call Transcript
Brunswick Corporation (NYSE:BC ) Q3 2025 Earnings Call October 23, 2025 11:00 AM EDT Company Participants Stephen Weiland - Deputy CFO & Senior VP David Foulkes - CEO & Chairman Ryan Gwillim - Executive VP, CFO & Chief Strategy Officer Conference Call Participants James Hardiman - Citigroup Inc., Research Division Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Anna Glaessgen - B.
Why Brunswick (BC) is Poised to Beat Earnings Estimates Again
Brunswick (BC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Should Value Investors Buy Brunswick (BC) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
