Q1 25 EPS
$0.56
BEAT +155.13%
Est. $0.22
Q1 25 Revenue
$1.22B
BEAT +7.59%
Est. $1.14B
vs S&P Since Q1 25
+54.5%
BEATING MARKET
BC +90.0% vs S&P +35.5%
Market Reaction
Did BC Beat Earnings? Q1 2025 Results
Brunswick Corporation delivered a striking earnings beat in Q1 2025, posting adjusted diluted EPS of $0.56 against a consensus estimate of $0.22, a 155.13% positive surprise that underscored the company's resilience even as revenue declined 10.5% yea… Read more Brunswick Corporation delivered a striking earnings beat in Q1 2025, posting adjusted diluted EPS of $0.56 against a consensus estimate of $0.22, a 155.13% positive surprise that underscored the company's resilience even as revenue declined 10.5% year over year to $1.22 billion. That top-line result still cleared Wall Street expectations by 7.59%, with analysts projecting $1.14 billion. The most material driver behind the quarter's outperformance was the strength of Brunswick's recurring revenue businesses, including Engine Parts and Accessories, Freedom Boat Club, and Navico Group's aftermarket sales, which together contributed nearly 60% of adjusted operating earnings and helped offset softer wholesale ordering and reduced production absorption. A $160 million improvement in cash flow versus Q1 2024 added further credibility to management's execution story. Looking ahead, Brunswick guided full-year 2025 net sales of $5.00 billion to $5.40 billion and adjusted diluted EPS of $2.50 to $4.00, with the unusually wide range reflecting meaningful uncertainty tied to tariff and trade policy developments.
Key Takeaways
- • Recurring revenue businesses contributed nearly 60% of Q1 adjusted operating earnings
- • Mercury outboard engine lineup gained 40 basis points of U.S. retail share on rolling twelve-month basis
- • Engine P&A Distribution business delivered 2% sales growth through distribution market share gains
- • Freedom Boat Club contributed approximately 11% of Boat segment sales
- • Proactive pipeline management and structural cost reduction measures
- • Strong free cash flow generation with $160 million improvement versus Q1 2024
BC YoY Financials
Q1 2025 vs Q1 2024, source: SEC Filings
BC Revenue by Segment
With YoY comparisons, source: SEC Filings
“All of our businesses delivered a strong first quarter as the resilient composition of our portfolio, together with proactive pipeline management, well-received new products, the benefits of executed and ongoing structural cost reduction measures, and efficient execution resulted in first quarter financial performance ahead of expectations despite the challenging macro environment.”
— David Foulkes, Q1 2025 Earnings Press Release
BC Earnings Trends
BC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
BC EPS Trend
Earnings per share: estimate vs actual
BC Revenue Trend
Quarterly revenue: estimate vs actual
BC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 BEAT | $0.45 | $0.70 | +54.29% | $1.38B | +4.20% |
| Q4 25 BEAT FY | $0.57 | $0.58 | +2.00% | $1.33B | +10.28% |
| FY Full Year | $3.26 | $3.27 | +0.38% | $5.36B | +2.39% |
| Q3 25 BEAT | $0.86 | $0.97 | +13.30% | $1.36B | +7.81% |
| Q2 25 BEAT | $0.95 | $1.16 | +21.80% | $1.45B | +15.10% |
| Q1 25 BEAT | $0.22 | $0.56 | +155.13% | $1.22B | +7.59% |