Brunswick beats Q2 estimates, lifts full-year guidance on premium brand and aftermarket strength

Earnings
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Brunswick reported second-quarter revenue of $1.56 billion, beating analyst estimates of $1.52 billion and growing 7.7% year on year, while adjusted earnings per share of $1.56 surged 31% above consensus. The company raised its full-year revenue guidance to $5.75 billion at the midpoint and its adjusted EPS outlook to $4.55, a 7.1% increase. CEO David Foulkes credited new product traction, improved mix, and healthy aftermarket demand, particularly in premium and core brands, as key growth drivers. CFO Ryan Gwillim noted that about $30 million in IEEPA tariff refunds benefited the quarter, though ongoing tariff and inflation pressures remain a challenge. Brunswick expects continued margin expansion supported by lean inventory, efficiency initiatives, and planned new engine platform launches.

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