Brunswick Corporation (BC)

In the past six months, Brunswick's stock price has been influenced by several events. In Q3 2025, Brunswick reported a 7% rebound in sales, driven by strong demand, aftermarket business, and pricing actions, leading to shares reaching a nine-month high. Second-quarter sales were slightly up, with earnings per share exceeding guidance, record free cash flow, and market share gains in Propulsion. Brunswick announced and increased a cash tender offer for its Senior Notes due 2052. Brunswick Corporation was named to Forbes' 2026 America's Best Companies List. The company reported solid sales increases and share gains at the 2025 Fort Lauderdale International Boat Show in November and achieved record boat sales and industry awards at the 2025 Cannes Boat Show in September. Between November 19, 2024, and November 18, 2025, Brunswick's share price experienced a decline.

Demand for Brunswick Corp.'s products and services exhibits seasonality, typical of the marine industry. While the U.S. marine retail market was trending down, year-over-year comparisons improved in the latter half of the season, with steady demand observed later in the season. Brunswick anticipates normal seasonality for its third quarter, expecting sequentially slightly lower revenue and earnings. Early-season global trade shows have shown record performance for Brunswick's brands, suggesting strong demand at the beginning of the year. Despite facing challenging consumer demand market conditions in Q2 2025, the company noted reasons for cautious optimism with improved retail trends in July. The demand for recreational goods experienced a downtrend in Q2 2025, leading management to revise its unit sales outlook for boats. Brunswick's solid product offerings continue to drive demand even within a weaker marine industry.

Brunswick Corp. is a global leader in marine recreation and technology, operating in the consumer cyclical sector, specifically the recreational marine industry and industrial goods and machinery sector. The company designs, manufactures, and markets recreational marine products, including marine propulsion products, boats, and parts and accessories for marine and recreational vehicle markets. Brunswick's major product categories include Marine Propulsion (Mercury Marine, Mercury Racing, MerCruiser, and Flite), Boats (Boston Whaler, Lund, Sea Ray, Bayliner, Harris Pontoons, Princecraft, and Quicksilver), Parts & Accessories (Mercury Parts & Accessories, Land 'N' Sea, Lowrance, Simrad, B&G, Mastervolt, RELiON, Attwood, and Whale), and Services (Freedom Boat Club and Boateka, alongside financing, insurance, and extended warranty businesses). Brunswick also leverages its advanced technologies for mobile and industrial applications and is headquartered in Mettawa, Illinois, U.S.

Brunswick Corp. has a significant global presence, operating in 27 countries and serving over 170 markets worldwide. The company has regional headquarters in Verviers, Belgium; Dandenong, Australia; and Dubai, United Arab Emirates. Its operations extend across 25 countries with approximately 15,000 employees, with a presence in Europe and Asia Pacific.

Brunswick Corp. has maintained a strong brand reputation over the past year, evidenced by several accolades. Brunswick was named to Newsweek's list of the World's Most Trustworthy Companies for the third consecutive year in September 2025. Forbes Magazine recognized Brunswick as one of America's Best Large Employers for 2024 for the sixth consecutive year. The company has received over 100 awards across its enterprise for the third straight year. Brunswick's brands have garnered significant recognition, including the Bayliner C21i winning Moteur Boat 2025 Boat of the Year and the Sea Ray SDX 270 Surf receiving an Innovation Award from Moteur Boat magazine at the 2025 Cannes Boat Show. Mercury Marine also achieved record outboard market share at the Fort Lauderdale and Cannes boat shows.

Brunswick Corp. has significant institutional ownership, ranging from approximately 93.81% to 107.57% of its shares, with major holders including Vanguard Group Inc. and BlackRock, Inc. Individual insider ownership stands between 6.19% and 7.09%, with a trend of insider selling over the past six months.