Brunswick Corp
NYSE:BC
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
41.93
88.73
|
| Price Target |
|
We'll email you a reminder when the closing price reaches USD.
Choose the stock you wish to monitor with a price alert.
This alert will be permanently deleted.
Brunswick Corp
Just as a seasoned navigator charts a course through the unpredictable waters of the marine industry, Brunswick Corporation has skillfully maneuvered through the ebbs and flows of economic tides. Founded in 1845 by John Brunswick, the company began its journey making billiard tables and has since transformed into a leader in the recreational marine industry. Central to Brunswick's operations are its boat manufacturing and marine engine segments, which make up the backbone of its business. The company's portfolio includes well-known brands like Sea Ray, Bayliner, and Meridian for boats, while Mercury Marine is revered for its powerful and innovative engine solutions. Through these businesses, Brunswick doesn't just sell products; it offers a unique lifestyle, aligning itself with consumers' aspirations of leisure on the water.
Moreover, Brunswick's strategic focus extends beyond manufacturing. The company has harnessed a holistic ecosystem, reinforcing its market position by developing advanced marine technologies and expanding its presence in parts and accessories. With numerous service-oriented offerings under its Advanced Systems Group, Brunswick is adept at creating enduring customer relationships, addressing everything from maintenance needs to sophisticated onboard electronic systems. This approach not only diversifies revenue streams but also ensures recurring income through aftermarket sales. Thus, Brunswick Corporation binds the elegance of luxury boating with the technical prowess of engineering, forging a path of sustainable growth in the modern marine landscape.
Just as a seasoned navigator charts a course through the unpredictable waters of the marine industry, Brunswick Corporation has skillfully maneuvered through the ebbs and flows of economic tides. Founded in 1845 by John Brunswick, the company began its journey making billiard tables and has since transformed into a leader in the recreational marine industry. Central to Brunswick's operations are its boat manufacturing and marine engine segments, which make up the backbone of its business. The company's portfolio includes well-known brands like Sea Ray, Bayliner, and Meridian for boats, while Mercury Marine is revered for its powerful and innovative engine solutions. Through these businesses, Brunswick doesn't just sell products; it offers a unique lifestyle, aligning itself with consumers' aspirations of leisure on the water.
Moreover, Brunswick's strategic focus extends beyond manufacturing. The company has harnessed a holistic ecosystem, reinforcing its market position by developing advanced marine technologies and expanding its presence in parts and accessories. With numerous service-oriented offerings under its Advanced Systems Group, Brunswick is adept at creating enduring customer relationships, addressing everything from maintenance needs to sophisticated onboard electronic systems. This approach not only diversifies revenue streams but also ensures recurring income through aftermarket sales. Thus, Brunswick Corporation binds the elegance of luxury boating with the technical prowess of engineering, forging a path of sustainable growth in the modern marine landscape.
Sales Beat: Brunswick delivered third quarter sales of $1.4 billion, up 7% year-over-year, exceeding expectations and guidance.
EPS Impacted by Tariffs: Adjusted EPS was $0.97, down $0.20 from last year due to reinstated variable compensation and higher tariffs; excluding these, earnings grew.
Strong Free Cash Flow: Free cash flow generation was exceptional, with $111 million in Q3 and year-to-date free cash flow of $355 million—up $348 million from last year.
Guidance Raised: Full-year free cash flow estimate raised to over $425 million and debt reduction guidance increased to $200 million.
All Segments Grew: Each reporting segment saw revenue growth for the first time since Q1 2022, led by propulsion and aftermarket businesses.
Healthy Inventory: Dealer inventories remain at historic lows and more than 80% is less than a year old, positioning well for 2026.
2026 Outlook: Early guidance suggests revenue growth of mid- to high-single digits and over 25% EPS growth, assuming stable market conditions.
Strategic Moves: Consolidation of boat manufacturing expected to yield $10 million in annual savings after completion in mid-2026.
