COOPER NANCY E sold $16K of BC

BMO Capital Markets reported that Brunswick (NYSE:BC) and Winnebago (NYSE:WGO) gained market share at the Fort Lauderdale International Boat Show, despite weaker overall demand. Brunswick's Sea Ray and Boston Whaler, along with Winnebago's Chris-Craft, performed well. Winnebago shares rose 8.9% last week, with a PEG ratio of 0.77. The company's Q4 earnings missed expectations but showed improved cash flow and cost-cutting plans. Winnebago's fiscal 2027 guidance exceeded consensus estimates.

Brunswick (BC) reported Q3 2026 revenue of $1.45 billion, up 6.9% YoY, meeting estimates. Adjusted EPS of $1.58 beat estimates by 19.4%. Full-year revenue guidance was reconfirmed at $5.75 billion, with adjusted EPS guidance raised to $4.65. Margin expansion was driven by premium products and operational efficiencies. Management cited strong demand in premium and core brands, Engine P&A sales growth, and market share gains.

Brunswick reported Q3 earnings with sales growth across segments, including a 9% increase in Boat segment sales. The company expects $60M-$70M in IEEPA refunds, with most remaining in 2027. Adjusted operating margins improved in all segments. Brunswick repurchased $75M in shares and plans to exceed $160M in debt reduction. CEO transition announced for January 2024.

Brunswick Corp (BC) reported Q3 2026 earnings with a 63% EPS surge, but faces challenges like geopolitical uncertainty, inflation, and high interest rates. CEO David Foulkes highlighted margin expansion and new product launches as growth drivers for 2027, with strategic plan targets of 5% to 8% sales growth and 20% to 25% operating leverage. The company expects material inflation to impact Q4 and 2027, but pricing is stabilizing.

Brunswick reported Q3 2026 net sales of $1.5 billion, up 7% YoY, with adjusted EPS of $1.58, up 63%. Strong demand for parts, aftermarket products, and subscription boating drove record Engine P&A sales. All segments grew sales and expanded margins. The company repurchased $75 million in shares and retired $100 million in debt. Guidance was not provided in the transcript.

Brunswick (BC) raised its 2026 adjusted EPS guidance to ~$4.65 while maintaining revenue outlook of $5.7B-$5.8B. The company reported strong Q3 2026 results, with year-over-year sales growth across all segments for the fifth consecutive quarter, according to CEO David.