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Callaway Golf Company
Callaway Golf Company (CALY) investor relations material
Callaway Golf Company Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Returned to a pure-play golf equipment company after divesting Jack Wolfskin and a 60% stake in Topgolf, resulting in a net cash position and reduced leverage.
Q4 and full-year 2025 net revenue and Adjusted EBITDA exceeded expectations.
Initiated 2026 guidance: revenue of $1.98B–$2.05B and Adjusted EBITDA of $170M–$195M.
Achieved a net cash position post-Topgolf transaction, with $680M in cash and $480M in gross debt as of January 2026.
Refocused on higher-margin products, SKU rationalization, and longer product life cycles.
Financial highlights
Full-year 2025 net sales were $2,060.1M, down 0.8%–1% year-over-year; Q4 net sales were $367.5M–$368M, down 1%–1.1%.
Full-year Adjusted EBITDA was $222.4M, down $38.8M–$39M year-over-year but above expectations.
Full-year gross margin was 42.1%–42.2%, down 60 bps, impacted by $34M in incremental tariffs.
Q4 Adjusted EBITDA was -$25M to -$25.1M, a $30M decline year-over-year.
Q4 GAAP net loss from continuing operations was $66M; full-year GAAP net income was $38.8M.
Outlook and guidance
2026 revenue guidance: $1.98B–$2.05B; Adjusted EBITDA: $170M–$195M.
Q1 2026 revenue forecast: $635M–$665M; Adjusted EBITDA: $110M–$125M.
2026 CapEx expected at $35M–$40M; free cash flow target of ~$100M.
Guidance reflects $40M in incremental tariffs and $16M lower dividend income.
Plans to pay off $258M in convertible notes by May 2026 and maintain a net cash or zero net leverage position.
What factors drive the 2026 EBITDA decline?
Provide timeline for $200M share repurchase
Expected contribution from 40% Topgolf stake?
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Next Callaway Golf Company earnings date
Q1 202611 May, 2026
Callaway Golf Company
Next Callaway Golf Company earnings date
Q1 202611 May, 2026
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Frequently asked questions
Topgolf Callaway Brands Corp is a sports and entertainment company specializing in golf equipment, apparel, and technology-driven leisure experiences. The company owns and operates Topgolf venues and markets golf clubs, balls, and lifestyle products under various brand names. Its operations include retail, digital, and experiential channels. Topgolf Callaway Brands Corp is headquartered in Carlsbad, California, and its shares are listed on the NYSE.
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