Brunswick (BC) Investor presentation summary

Market leadership and portfolio strength

• Holds #1 market share in multiple marine categories, including outboard engines and boat clubs.

• Powers about 50% of U.S. recreational boats and owns three of the four most recognizable U.S. boat brands.

• Operates globally with sales in approximately 150 countries and presence in 26 countries.

• Launched over 100 new products in 2025 and received 100+ awards for the fifth consecutive year.

• Maintains a balanced portfolio across propulsion, engine parts, electronics, boats, and marine services.

Financial performance and guidance

• Q2 2026 net sales reached $1.6B, up 8% year-over-year, with adjusted EPS up 34% to $1.56.

• All segments posted year-over-year sales growth for the fourth consecutive quarter.

• 2026 revenue guidance raised to $5.7B–$5.8B, with EPS guidance of $4.35–$4.75 and free cash flow over $400M.

• Operating margin guidance increased to ~8.0%, with all segments expected to expand margins.

• 2026 adjusted EPS midpoint raised to $4.55, up 39% from 2025, driven by strong sales, OEM orders, and aftermarket performance.

Strategic initiatives and growth drivers

• Focuses on premiumization, higher horsepower engines, and integrated electronics to outgrow the new boat market.

• Expands aftermarket and recurring revenue through parts, accessories, and boat club memberships.

• Invested over $700M in R&D since 2018, resulting in 600 patents and industry-first propulsion innovations.

• Growing commercial, government, and defense business, targeting $80M+ incremental revenue and $20M+ profit by 2030.

• Pursues M&A and new business models, including finance, insurance, and certified pre-owned boats.