Brunswick第三季度销售额14.54亿美元增6.9%，调整后每股收益1.58美元，上调全年指引
全球休闲船舶集团 Brunswick Corporation（NYSE: BC）10月29日在伊利诺伊州 Mettawa 公布2026年第三季度业绩：季度销售额14.54亿美元，同比增长6.9%，四个分部连续第五个季度全部实现同比增长。
盈利方面，季度营业利润为1.04亿美元，去年同期为亏损2.422亿美元；调整后营业利润1.467亿美元，同比增长37.9%，调整后营业利润率由7.8%升至10.1%。调整后持续经营摊薄每股收益为1.58美元，去年同期为0.97美元。
分部方面，推进系统分部销售额5.705亿美元、增6.6%，调整后营业利润增51.1%至6,860万美元，受主机厂需求与大马力舷外机拉动；发动机零部件与配件分部销售额3.809亿美元、增4.7%，调整后营业利润增13.6%至9,360万美元。
Navico Group 销售额1.977亿美元、增5.8%，调整后营业利润增36.4%至1,200万美元，但按公认会计准则计仍录得150万美元营业亏损。船艇分部销售额3.944亿美元、增9.5%，调整后营业利润翻倍至1,420万美元；旗下 Freedom Boat Club 估计约占北美船艇俱乐部市场七成。
公司上调2026年全年展望：预计全年销售额57亿至58亿美元，调整后摊薄每股收益约4.65美元，调整后营业利润率约8.0%，自由现金流至少4亿美元。公司今年以来已回购7,500万美元股份，并继续偿还债务。
董事长兼首席执行官 David Foulkes 表示，第三季度执行有力、业绩好于预期，各分部调整后营业利润率合计提升230个基点；尽管宏观与贸易环境仍有不确定性，推动当前与未来增长的主要因素大多在公司可控范围内。公司同时宣布，Navico Group 总裁 Aine Denari 将于2027年1月1日接替 Foulkes 出任首席执行官。
Brunswick Third-Quarter Sales Rise 6.9% to $1.45 Billion as Adjusted EPS Reaches $1.58 and Full-Year Outlook Is Raised
Brunswick Corporation (NYSE: BC), the global marine recreation company, reported third-quarter 2026 results on October 29 in Mettawa, Illinois. Net sales rose 6.9% year over year to $1.454 billion, with growth in all four reporting segments for the fifth consecutive quarter.
Operating earnings were $104 million, compared with a loss of $242.2 million a year earlier. Adjusted operating earnings rose 37.9% to $146.7 million, and the adjusted operating margin increased from 7.8% to 10.1%. Adjusted diluted earnings per share from continuing operations were $1.58, up from $0.97 a year earlier.
By segment, Propulsion sales increased 6.6% to $570.5 million, with adjusted operating earnings up 51.1% to $68.6 million on demand from boat builders and higher-horsepower outboard applications. Engine Parts and Accessories sales reached $380.9 million, up 4.7%, with adjusted operating earnings up 13.6% to $93.6 million.
Navico Group sales grew 5.8% to $197.7 million and adjusted operating earnings rose 36.4% to $12 million, although the segment still recorded a GAAP operating loss of $1.5 million. Boat segment sales grew 9.5% to $394.4 million and adjusted operating earnings doubled to $14.2 million. The company estimates its Freedom Boat Club accounts for close to 70% of the North American boat club market.
Brunswick raised its full-year 2026 outlook to net sales of $5.7 billion to $5.8 billion, adjusted diluted earnings per share of approximately $4.65, an adjusted operating margin of approximately 8.0% and free cash flow of at least $400 million. The company has repurchased $75 million of shares year to date while continuing to retire debt.
Chairman and CEO David Foulkes said the quarter was characterized by solid execution across the enterprise, with financial performance ahead of expectations and adjusted operating margin up 230 basis points across all segments, and that most key drivers of current and future growth remain largely within the company's control despite macro and trade uncertainty. The company also announced that Aine Denari, president of Navico Group, will succeed Foulkes as chief executive on January 1, 2027.
来源：GSM·美国（原文链接）
图片来源：图：游艇停泊在码头边的航拍（资料图）。照片：dronepicr 摄，CC BY 2.0，经 Wikimedia Commons。 / An aerial view of yachts moored at a marina (illustrative photo). Photo: dronepicr, CC BY 2.0, via Wikimedia Commons.
