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BC

BRUNSWICK CORP Q3 2025 – Net Sales Up 6.8%

Brunswick Corporation has reported its third-quarter 2025 financial results, showing a 6.8% increase in net sales to $1,360.2 million compared to the third quarter of 2024. The GAAP diluted earnings per share (EPS) for the quarter was $(3.57), while the adjusted diluted EPS stood at $0.97, representing a 17.1% decrease from the prior year.

The propulsion segment reported a 10% increase in sales, primarily driven by strong OEM orders and robust market share. The engine parts and accessories segment saw an 8% increase in sales, attributed to healthy boater participation. The Navico Group segment reported a 2% increase in sales, led by strong growth in marine electronics products. The boat segment also reported a 4% increase in sales, supported by improved retail sales and steady wholesale orders.

The company's cash and marketable securities totaled $316.4 million at the end of the third quarter, up $29.7 million from the 2024 year-end levels. Net cash provided by operating activities during the first nine months of 2025 was $451.1 million.

Looking ahead, Brunswick confirmed its full-year guidance for 2025, forecasting net sales of approximately $5.2 billion, adjusted diluted EPS of approximately $3.25, increased free cash flow to exceed $425 million, and annual share repurchases of at least $80 million.

Brunswick's Chairman and CEO, David Foulkes, expressed confidence in the company's ability to generate returns through the cycle from its differentiated and balanced business model. He emphasized the company's commitment to investing in technology and new products while simultaneously returning capital to shareholders and improving the balance sheet.

Foulkes also highlighted the company's focus on driving financial performance and improved margins, as demonstrated by recent footprint actions to optimize manufacturing capacity and efficiencies.

In light of the challenging trade and economic environment, Brunswick believes it is well positioned to benefit from an industry recovery due to the operating leverage inherent in its businesses. The company's tariff mitigation strategies have been effective in significantly reducing net exposure, and it anticipates a modestly stronger 2026.

The full details of the financial results, including reconciliations of GAAP to non-GAAP financial measures, are available in the company's press release. The market has reacted to these announcements by moving the company's shares 0.08% to a price of $65.05. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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