Brunswick (BC) Investor Day 2026 summary

Strategic vision and growth drivers

• Focus on premium brands, innovation, and operational excellence to drive organic growth and margin expansion across all divisions.

• Recurring revenue streams from parts, accessories, and services now comprise 60% of earnings, providing resilience and predictability.

• Expansion into new markets, including commercial, government, and defense, with a $2B USV opportunity by 2030 and $80M+ incremental revenue targeted.

• AI and automation initiatives are expected to deliver over $50M in value and transform core processes, with 100+ use cases in development.

• Strategic portfolio shift toward premium, fishing, and adventure segments, with rationalization of value fiberglass and reimagined entry-level offerings.

Financial guidance and targets

• Projected annual revenues of $7B–$8B and EPS of $8–$12 by plan end/2030, assuming conservative market recovery.

• Free cash flow expected to exceed $550M annually, with systematic share repurchases and debt reduction.

• Propulsion targeting $2.8B–$3.2B revenue, 11–15% CAGR, and 400+ bps margin growth by 2030.

• Navico Group aims for 7%–12% revenue CAGR, 600+ bps margin expansion, and >37% gross margins by 2030.

• Boat Group targets $2.2B–$2.6B revenue, 7–11% CAGR, and 600+ bps margin expansion.

Business segment highlights

• Mercury Marine leads in propulsion, with 70% of U.S. outboard revenue from engines 150hp+, and global share gains; #1 global outboard share and 47% U.S. outboard market share.

• Engine Parts & Accessories: $1.2B business, world’s largest marine distributor, 43% U.S. market share, and 100K+ SKUs.

• Navico Group leverages integrated electronics, power management, and autonomy, with 60% of revenue from aftermarket and 18 leading brands.

• Boat Group focuses on premium and core brands, with 90% of net sales and gross margin from these segments, and is the #1 recreational boat manufacturer.

• Business Acceleration, anchored by Freedom Boat Club, is the fastest-growing division, targeting $300M+ revenue, 75,000+ members, and 450+ locations.