Q4 25 EPS
$0.58
BEAT +2.00%
Est. $0.57
Q4 25 Revenue
$1.33B
BEAT +10.28%
Est. $1.21B
vs S&P Since Q4 25
+2.1%
BEATING MARKET
BC +8.9% vs S&P +6.8%
Full Year 2025 Results
FY 25 EPS
$3.27
BEAT +0.38%
Est. $3.26
FY 25 Revenue
$5.36B
BEAT +2.39%
Est. $5.24B
Market Reaction
Did BC Beat Earnings? Q4 2025 Results
Brunswick Corporation capped fiscal 2025 with a stronger-than-expected fourth quarter, posting adjusted EPS of $0.58 against a consensus estimate of $0.57, a beat of 1.75%, while revenue of $1.33 billion topped the $1.21 billion estimate by 10.34% an… Read more Brunswick Corporation capped fiscal 2025 with a stronger-than-expected fourth quarter, posting adjusted EPS of $0.58 against a consensus estimate of $0.57, a beat of 1.75%, while revenue of $1.33 billion topped the $1.21 billion estimate by 10.34% and climbed 15.5% year over year, marking the company's first full-year net sales growth in three years. The standout driver was the Propulsion segment, which delivered a 23% revenue surge in Q4 as OEM customers accelerated outboard orders ahead of the 2026 retail season, reinforcing Mercury Marine's market share leadership across the U.S., Canada, and Europe. The Boat segment also contributed, with 11% revenue growth and adjusted operating margin expanding 290 basis points, aided by lower discounting and improving retail conditions in the back half of the year. Looking ahead, Brunswick guided for 2026 net sales of $5.60 billion to $5.80 billion and adjusted diluted EPS of $3.80 to $4.40, with management pointing to record-low dealer inventories and anticipated interest rate cuts as key tailwinds, though analysts noted potential tariff headwinds early in the year tempered some of the optimism.
Key Takeaways
- • Strengthening boat market in second half of 2025
- • Solid boating participation driving recurring-revenue businesses
- • Higher wholesale shipments to channel partners
- • Pricing actions and lower discounting environment
- • Improved production absorption from higher production levels
- • Cost containment and operational efficiency initiatives
- • Market share gains in U.S. marine distribution (210 basis points in 2025)
- • Premium brand strength with 15% revenue growth at Ft. Lauderdale Boat Show
BC YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
BC Revenue by Segment
With YoY comparisons, source: SEC Filings
“We finished 2025 ahead of recent expectations, with each business reporting sales and earnings growth in the quarter, leading to full-year net sales growth for the first time in three years and significantly higher free cash flow generation, all supported by a strengthening boat market in the second half of the year. In addition to improved retail conditions, our performance was underpinned by solid boating participation driving stability in our recurring-revenue businesses, and outstanding operating execution across the enterprise.”
— David Foulkes, Q4 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% |