$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 reported Q3 2026 net sales of $1.454B, up 6.9% YoY, and adjusted EPS of $1.58. GAAP EPS was $1.01. The company raised its 2026 adjusted EPS outlook to $4.65. All segments saw sales growth, with Propulsion and Navico Group performing strongly. Freedom Boat Club neared 70% market share in North America.

BRUNSWICK CORP (BC) filed an SEC Form 8-K — Results of Operations and Financial Condition. News Release Brunswick Corporation 26125 N. Riverwoods Blvd., Suite 500, Mettawa, IL 60045 Telephone 847.735.4700 Release: IMMEDIATE Contact: Stephen Weiland Senior Vice President & Deputy CFO Phone: 847-383-0867 Email: stephen.weiland@brunswick.com Brunswick Reports Strong Third

Brunswick Corporation's average stock price target was reduced from $90.13 to $89.33 by 15 analysts, with a range of $66 to $120. This implies a 36% upside from the Oct. 23 closing price. The consensus rating remains 'Buy' among 21 analysts, with 10 Buys and 11 Holds.

JPMorgan reduced Brunswick Corp's (BC) price target to $66 from $80, citing weakness in the boat segment. The firm lowered its Q3 revenue estimate to 6.9% YoY growth and EPS estimate to $1.32. Brunswick is set to report earnings on October 29, 2026. The stock currently trades at $64.61, with some analysts suggesting it is undervalued.

Malibu Boats (MBUU) stock fell 18.5% post-earnings. Smith & Wesson (SWBI) reported 32.3% revenue growth, stock up 18.5%. Brunswick (BC) missed EPS guidance, stock down 14.7%. Clarus (CLAR) beat estimates, stock up 8%. Harley-Davidson (HOG) revenue declined 5.9%, stock down 3.2%. Market shifts driven by AI and geopolitics.

Smith & Wesson (RGR) reported Q2 revenue of $112.6M, up 32.3% YoY, beating estimates. Stock up 18.5% since reporting. Brunswick (BC) reported $1.56B revenue, up 7.7% YoY, but stock down 14.7% due to weak guidance. YETI (YETI) reported $483.9M revenue, up 8.5% YoY, but stock down 17.2%. Latham (SWIM) reported $197.5M revenue, up 14.4% YoY, and stock up 8.7% since reporting.

Brunswick (BC) declared a $0.44 per share quarterly dividend, maintaining the previous rate. The forward yield is 2.76%. The dividend is payable on December 15 to shareholders of record on November 24, with the ex-dividend date also on November 24. The company recently reported non-GAAP EPS of $1.56, beating estimates by $0.37, and revenue of $1.56B, exceeding expectations by $40M.

American Outdoor Brands (AOUT) stock rose 59.8% post-earnings, trading at $16.00. Smith & Wesson (SWBI) reported $112.6M revenue, up 32.3% YoY, with stock up 18.1% to $14.49. Brunswick (BC) reported $1.56B revenue, up 7.7% YoY, but stock fell 21.2% to $63.37 due to weak guidance. Ruger (RGR) reported $158.1M revenue, up 19.3% YoY, with stock up 16.4% to $44.00. Clarus (CLAR) reported $56.16M revenue, up 1.6% YoY, with stock up 1.3% to $3.42.

Smith & Wesson (SWBI) reported Q2 revenue of $112.6M, up 32.3% YoY, beating estimates. Stock up 18.1% since reporting. Brunswick (BC) reported $1.56B revenue, up 7.7% YoY, but missed EPS guidance. Stock down 21.2%. American Outdoor Brands (AOUT) reported $37.25M revenue, up 25.4% YoY, beating estimates. Stock up 59.8%. YETI (YETI) reported $483.9M revenue, up 8.5% YoY, in line with estimates. Stock down 22.3%.