Brunswick Q2 sales beat on steady OEM orders
BC•Analyst coverage and valuation
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.
Q2 sales and EPS beat expectations
Brunswick said U.S. marine recreation firm Q2 sales rose 8%, beating analyst expectations. Adjusted EPS for Q2 climbed 34.5% and also beat analyst expectations.
| 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 |
Guidance raised for 2026 and Q3 outlook
Brunswick raised its 2026 full-year adjusted diluted EPS outlook to $4.35-$4.75. The company expects 2026 net sales of $5.7 bln to $5.8 bln.
For Q3 2026, Brunswick sees revenue of $1.4 bln to $1.5 bln and adjusted EPS of $1.20-$1.40.
Steady OEM orders and pricing drove results
The company said steady OEM orders and healthy boating participation drove sales growth across segments. Previous pricing actions and improved product mix also contributed to higher sales and margins.
