Brunswick Corporation Updates on Tariff Impact
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy BC?
Source: seekingalpha
- Tariff Impact Assessment: Brunswick Corporation (BC) stated that the recent amendments to Section 232 tariffs on U.S. imports of steel, aluminum, and copper are expected to have a de-minimis impact on its consolidated financial results, highlighting the advantages of its diversified manufacturing footprint.
- Financial Outlook: Brunswick plans to provide additional information during its first-quarter earnings call on April 30, indicating the company's commitment to transparency regarding future financial performance and investor relations.
- Stock Price Movement: Shares of Brunswick fell 2.2% in early afternoon trading, reflecting market caution regarding tariff changes; however, the stock has risen over 75% in the past 52 weeks, showcasing its long-term growth potential.
- Market Engagement: Brunswick recently presented at the 47th Annual Raymond James Institutional Investor Conference, further enhancing its interaction with investors and boosting market confidence.
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Analyst Views on BC
Wall Street analysts forecast BC stock price to rise
14 Analyst Rating
7 Buy
7 Hold
0 Sell
Moderate Buy
Current: 78.780
Low
74.00
Averages
88.83
High
115.00
Current: 78.780
Low
74.00
Averages
88.83
High
115.00
About BC
Brunswick Corporation designs, manufactures and markets recreational marine products, including marine propulsion products and boats, as well as parts and accessories for the marine and RV markets. Its segments include Propulsion, Engine Parts and Accessories (Engine P&A), Navico Group, and Boat. The Propulsion segment designs, manufactures, and sells engines, controls, rigging, and propellers globally. The Engine P&A segment sells products such as engine parts and consumables, including oils and lubricants, electrical products, boat parts and systems, and also includes its marine parts and accessories distribution businesses. The Navico Group segment designs, develops, manufactures, and markets products and systems for the marine, RV, specialty vehicle, mobile and industrial markets, as well as aftermarket channels. The boat segment consists of the Brunswick Boat Group (Boat Group), which manufactures and distributes recreational boats, and business acceleration.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Brunswick Corporation Assesses Tariff Impact on Financials
- Tariff Impact Assessment: Brunswick Corporation confirmed that the recent amendments to Section 232 tariffs on U.S. imports of steel, aluminum, and copper are expected to have a de-minimis impact on its financial results, demonstrating the company's resilience under a diversified manufacturing footprint.
- Earnings Call Schedule: The company will hold its first-quarter earnings call on April 30 at 11:00 AM ET, where it will provide more financial information, reflecting its commitment to transparency and investor communication.
- Industry Leadership: As a global leader in the marine recreation industry, Brunswick is dedicated to enhancing customer experiences through technology-driven innovation, indicating its competitive advantage and long-term strategic vision in the market.
- Employee and Brand Strength: With approximately 14,500 employees operating in 26 countries and over 60 industry-leading brands, the company further solidifies its market position in the marine industry.
See More
Brunswick Corporation Updates on Tariff Impact
- Tariff Impact Assessment: Brunswick Corporation (BC) stated that the recent amendments to Section 232 tariffs on U.S. imports of steel, aluminum, and copper are expected to have a de-minimis impact on its consolidated financial results, highlighting the advantages of its diversified manufacturing footprint.
- Financial Outlook: Brunswick plans to provide additional information during its first-quarter earnings call on April 30, indicating the company's commitment to transparency regarding future financial performance and investor relations.
- Stock Price Movement: Shares of Brunswick fell 2.2% in early afternoon trading, reflecting market caution regarding tariff changes; however, the stock has risen over 75% in the past 52 weeks, showcasing its long-term growth potential.
- Market Engagement: Brunswick recently presented at the 47th Annual Raymond James Institutional Investor Conference, further enhancing its interaction with investors and boosting market confidence.
See More
LVMH and 6 Other Luxury Stocks Remain Attractive Investments Amid Iran Conflict
- Luxury Market Resilience: Despite the impact of wars, the luxury market is showing signs of a rebound, particularly for designer handbags and Swiss watches.
- Positive Outlook for Luxury Stocks: Analysts remain optimistic about the recovery trajectory of luxury stocks, indicating a long-anticipated resurgence in demand.
See More
Jefferies Bullish on Consumer Stocks Amid Iran Conflict Resolution
- Investment Opportunities: Jefferies analyst Randal Konik and his team anticipate a rebound in investor risk appetite if the Iran conflict is resolved, which could lead to a rise in consumer discretionary valuations after three weeks of tightening.
- Selected Stock Picks: The firm prioritized undervalued self-help stories, including Life Time Group Holdings (LTH) and Planet Fitness (PLNT), both of which exhibit strong cash flow and robust financial health in their respective sectors.
- Industry Leaders: Nike (NKE) was included in the buy list due to its cash flow durability and shareholder credibility, while Brunswick (BC) was recommended for its early-cycle investment opportunity as industry conditions stabilize and confidence improves.
- Market Performance Analysis: Despite the retail sector underperforming post-Iran conflict, Jefferies highlighted Signet Jewelers (SIG) as a market leader executing through volatility, with a noted 40% upside potential, indicating strong investment attractiveness.
See More
Texas Capital Securities Upgrades Brunswick to Buy Rating
- Rating Upgrade: Texas Capital Securities upgraded Brunswick (BC) from Hold to Buy, citing the attractive valuation of the industry leader despite concerns over rising fuel prices impacting household budgets.
- Demand Recovery Outlook: Analyst Eric Wold noted that while there are perceived risks to household finances, a more pronounced demand recovery is expected this spring, positioning Brunswick to benefit from ongoing boating participation trends over the next 12 to 18 months.
- Price Target Assignment: Texas Capital set a price target of $91 for Brunswick, indicating over 20% upside potential, reflecting confidence in the company's future performance amidst market fluctuations.
- Long-Term Financial Projections: Brunswick anticipates revenues between $5.6 billion and $5.8 billion and EPS ranging from $3.80 to $4.40 by 2026, suggesting a positive outlook as market conditions stabilize.
See More
Brunswick CEO Sells 38,266 Shares in Significant Transaction
- Record Transaction Size: Brunswick's CEO David Foulkes sold 38,266 shares on February 5, 2026, for approximately $3.3 million, marking the largest open-market transaction in his history, surpassing the historical median of 29,414 shares, indicating a significant reduction in his holdings.
- Ownership Impact: This transaction reduced Foulkes' direct ownership by 12.09%, bringing his post-transaction direct holdings to 271,169 shares, while his indirect holdings remained unchanged, reflecting a potential decline in confidence regarding the company's future prospects.
- Market Reaction Analysis: Foulkes executed this sale shortly after the company reported earnings, where despite exceeding revenue expectations, the negative market reaction stemmed from first-quarter EPS guidance falling below consensus, highlighting investor unease about future performance.
- Industry Outlook Considerations: Brunswick achieved its first annual revenue increase in three years in 2025, yet faces ongoing tariff pressures; investors should monitor whether retail boat demand stabilizes and how management navigates these challenges to ensure revenue stability during economic downturns.
See More
Brunswick Corporation Assesses Tariff Impact on Financials
- Tariff Impact Assessment: Brunswick Corporation confirmed that the recent amendments to Section 232 tariffs on U.S. imports of steel, aluminum, and copper are expected to have a de-minimis impact on its financial results, demonstrating the company's resilience under a diversified manufacturing footprint.
- Earnings Call Schedule: The company will hold its first-quarter earnings call on April 30 at 11:00 AM ET, where it will provide more financial information, reflecting its commitment to transparency and investor communication.
- Industry Leadership: As a global leader in the marine recreation industry, Brunswick is dedicated to enhancing customer experiences through technology-driven innovation, indicating its competitive advantage and long-term strategic vision in the market.
- Employee and Brand Strength: With approximately 14,500 employees operating in 26 countries and over 60 industry-leading brands, the company further solidifies its market position in the marine industry.
See More
Brunswick Corporation Updates on Tariff Impact
- Tariff Impact Assessment: Brunswick Corporation (BC) stated that the recent amendments to Section 232 tariffs on U.S. imports of steel, aluminum, and copper are expected to have a de-minimis impact on its consolidated financial results, highlighting the advantages of its diversified manufacturing footprint.
- Financial Outlook: Brunswick plans to provide additional information during its first-quarter earnings call on April 30, indicating the company's commitment to transparency regarding future financial performance and investor relations.
- Stock Price Movement: Shares of Brunswick fell 2.2% in early afternoon trading, reflecting market caution regarding tariff changes; however, the stock has risen over 75% in the past 52 weeks, showcasing its long-term growth potential.
- Market Engagement: Brunswick recently presented at the 47th Annual Raymond James Institutional Investor Conference, further enhancing its interaction with investors and boosting market confidence.
See More
LVMH and 6 Other Luxury Stocks Remain Attractive Investments Amid Iran Conflict
- Luxury Market Resilience: Despite the impact of wars, the luxury market is showing signs of a rebound, particularly for designer handbags and Swiss watches.
- Positive Outlook for Luxury Stocks: Analysts remain optimistic about the recovery trajectory of luxury stocks, indicating a long-anticipated resurgence in demand.
See More
Jefferies Bullish on Consumer Stocks Amid Iran Conflict Resolution
- Investment Opportunities: Jefferies analyst Randal Konik and his team anticipate a rebound in investor risk appetite if the Iran conflict is resolved, which could lead to a rise in consumer discretionary valuations after three weeks of tightening.
- Selected Stock Picks: The firm prioritized undervalued self-help stories, including Life Time Group Holdings (LTH) and Planet Fitness (PLNT), both of which exhibit strong cash flow and robust financial health in their respective sectors.
- Industry Leaders: Nike (NKE) was included in the buy list due to its cash flow durability and shareholder credibility, while Brunswick (BC) was recommended for its early-cycle investment opportunity as industry conditions stabilize and confidence improves.
- Market Performance Analysis: Despite the retail sector underperforming post-Iran conflict, Jefferies highlighted Signet Jewelers (SIG) as a market leader executing through volatility, with a noted 40% upside potential, indicating strong investment attractiveness.
See More
Texas Capital Securities Upgrades Brunswick to Buy Rating
- Rating Upgrade: Texas Capital Securities upgraded Brunswick (BC) from Hold to Buy, citing the attractive valuation of the industry leader despite concerns over rising fuel prices impacting household budgets.
- Demand Recovery Outlook: Analyst Eric Wold noted that while there are perceived risks to household finances, a more pronounced demand recovery is expected this spring, positioning Brunswick to benefit from ongoing boating participation trends over the next 12 to 18 months.
- Price Target Assignment: Texas Capital set a price target of $91 for Brunswick, indicating over 20% upside potential, reflecting confidence in the company's future performance amidst market fluctuations.
- Long-Term Financial Projections: Brunswick anticipates revenues between $5.6 billion and $5.8 billion and EPS ranging from $3.80 to $4.40 by 2026, suggesting a positive outlook as market conditions stabilize.
See More
Brunswick CEO Sells 38,266 Shares in Significant Transaction
- Record Transaction Size: Brunswick's CEO David Foulkes sold 38,266 shares on February 5, 2026, for approximately $3.3 million, marking the largest open-market transaction in his history, surpassing the historical median of 29,414 shares, indicating a significant reduction in his holdings.
- Ownership Impact: This transaction reduced Foulkes' direct ownership by 12.09%, bringing his post-transaction direct holdings to 271,169 shares, while his indirect holdings remained unchanged, reflecting a potential decline in confidence regarding the company's future prospects.
- Market Reaction Analysis: Foulkes executed this sale shortly after the company reported earnings, where despite exceeding revenue expectations, the negative market reaction stemmed from first-quarter EPS guidance falling below consensus, highlighting investor unease about future performance.
- Industry Outlook Considerations: Brunswick achieved its first annual revenue increase in three years in 2025, yet faces ongoing tariff pressures; investors should monitor whether retail boat demand stabilizes and how management navigates these challenges to ensure revenue stability during economic downturns.
See More
