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BMO Capital on U.S. boat registrations: macroeconomic conditions continue to pressure retail demand

Wed, 26 Aug 2026 15:27:53 -0400

BMO Capital Markets analyst preliminary data from Statistical Surveys shows U.S. boat retail registrations declined 10% year-over-year in July, compared to a prior -3% comparison period. The July data is based on reporting from 37 states, representing approximately 74% of the market.

In the main powerboat segment, excluding personal watercraft, sailboats, and houseboats, registrations also fell 10% year-over-year. June retail data was revised to flat from a previously reported -2%.

Boat dealers MarineMax (NYSE: HZO) and OneWater Marine (NASDAQ: ONEW) both noted on recent earnings calls that macroeconomic conditions continue to pressure retail demand, while premium boat sales have shown relative resilience.

BMO Capital on U.S. boat registrations: macroeconomic conditions continue to pressure retail demand

Wed, 26 Aug 2026 15:27:53 -0400

BMO Capital on U.S. boat registrations: macroeconomic conditions continue to pressure retail demand

Wed, 26 Aug 2026 15:27:53 -0400

BMO Capital on U.S. boat registrations: macroeconomic conditions continue to pressure retail demand

Wed, 26 Aug 2026 15:27:53 -0400

BMO Capital on U.S. boat registrations: macroeconomic conditions continue to pressure retail demand

Wed, 26 Aug 2026 15:27:53 -0400

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James

Wed, 26 Aug 2026 14:09:26 -0400

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James.

The analyst comments "While demand across the domestic marine industry remains soft here in 2026, trends appear to have deteriorated in July as U.S. powerboat registrations (SSI) fell 10.1% y/y for the month; this compares with the 3.0% decline we saw in June and brings the YTD drop to 4.3%. As a result, while we’re now well into the selling season, demand is tracking modestly worse than what we believe is the general market expectation for this year of down low-single digits. Aluminum boat sales remained relatively better, down

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James

Wed, 26 Aug 2026 14:09:26 -0400

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James.

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James

Wed, 26 Aug 2026 14:09:26 -0400

U.S. powerboat registrations drop 10.1% in July, worsening trend says Raymond James.

Form 4 BRUNSWICK CORP For: Aug 19 Filed by: Preisser Brenna

Thu, 20 Aug 2026 15:23:00 -0400

si-local-file:///var/storage/secattach/20260820/26955839.html

Form 4 BRUNSWICK CORP For: Aug 19 Filed by: Preisser Brenna

Thu, 20 Aug 2026 15:23:00 -0400

si-local-file:///var/storage/secattach/20260820/26955839.html

Form 4 BRUNSWICK CORP For: Aug 19 Filed by: Denari Aine

Thu, 20 Aug 2026 15:23:00 -0400

si-local-file:///var/storage/secattach/20260820/26955841.html

Form 4 BRUNSWICK CORP For: Aug 19 Filed by: Denari Aine

Thu, 20 Aug 2026 15:23:00 -0400

si-local-file:///var/storage/secattach/20260820/26955841.html

DA Davidson Reiterates Neutral Rating on Brunswick Corp (BC)

Mon, 17 Aug 2026 09:10:34 -0400

DA Davidson analyst Griffin Bryan reiterated a Neutral rating and $76.00 price target on Brunswick Corp (NYSE: BC).

The analyst commented, "Following BC’s 2Q26 earnings, we are making surgical adjustments to our model while providing updated thoughts around the company and the broader marine industry. Operationally, the company appears to be seeing outperformance within its premium boat brands, though its value brands continue to see weakness. In general, we remain hesitant to assume that overall retail will lead to an outsized beat and raise cycle given the current macro/geopolitical backdrop. Reiterate NEUTRAL and $76 PT, based on 16.9x our FY26E: $4.50

Truist Securities Sees 'Big EPS Upside Potential' at Brunswick Corp (BC)

Thu, 13 Aug 2026 09:28:08 -0400

Truist Securities analyst Gregory J. Miller reiterated a Buy rating and $94.00 price target on Brunswick Corp (NYSE: BC).

The analyst commented: "Big EPS upside potential from growing integrated segments even w/modest 1-3% CAGR in U.S. new boat sales; This week we attended BC's Investor Day in Fond du Lac, Wisconsin (home to propulsion division Mercury Marine). We also toured several Mercury plants and spent time on Lake Winnebago on BC boat brands including watching the Simrad AutoCaptain autonomously undock a Sea Ray (impressive). There were many positive takeaways from the management meeting as well. Core to us is the EPS

Form SCHEDULE 13G/A BRUNSWICK CORP Filed by: MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Wed, 12 Aug 2026 17:01:00 -0400

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Form SCHEDULE 13G/A BRUNSWICK CORP Filed by: MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Wed, 12 Aug 2026 17:01:00 -0400

si-local-file:///var/storage/secattach/20260812/26914055.html

Form 10-Q BRUNSWICK CORP For: Jul 04

Wed, 05 Aug 2026 14:52:00 -0400

si-local-file:///var/storage/secattach/20260805/26873186.html

Form 10-Q BRUNSWICK CORP For: Jul 04

Wed, 05 Aug 2026 14:52:00 -0400

si-local-file:///var/storage/secattach/20260805/26873186.html

Brunswick Corporation Releases Investor Day Materials Highlighting Long-Term Growth Strategy

Mon, 03 Aug 2026 18:59:00 -0400

METTAWA, Ill., Aug. 03, 2026 (GLOBE NEWSWIRE) -- Brunswick Corporation (NYSE: BC) today announced that materials for its 2026 Investor Day are now available in the Investor Relations section of Brunswick.com. The materials include a recorded Investor Day strategy presentation and the related slides with the presentation transcript. Investors and other interested parties may access the materials for additional detail on Brunswick's strategic priorities, long-term growth opportunities and financial outlook.

About Brunswick Corporation:

Brunswick Corporation (NYSE: BC) is a global leader in marine recreation, delivering innovation that transforms experiences on the water

Brunswick Corporation Releases Investor Day Materials Highlighting Long-Term Growth Strategy

Mon, 03 Aug 2026 18:59:00 -0400

About Brunswick Corporation:

Brunswick Corporation (NYSE: BC) is a global leader in marine recreation, delivering innovation that transforms experiences on the water

Brunswick Corporation Releases Investor Day Materials Highlighting Long-Term Growth Strategy

Mon, 03 Aug 2026 18:59:00 -0400

About Brunswick Corporation:

Brunswick Corporation (NYSE: BC) is a global leader in marine recreation, delivering innovation that transforms experiences on the water

Brunswick Corporation Releases Investor Day Materials Highlighting Long-Term Growth Strategy

Mon, 03 Aug 2026 18:59:00 -0400

About Brunswick Corporation:

Brunswick Corporation (NYSE: BC) is a global leader in marine recreation, delivering innovation that transforms experiences on the water

Form 4 BRUNSWICK CORP For: Jul 31 Filed by: MCCLANATHAN JOSEPH W

Mon, 03 Aug 2026 18:18:00 -0400

si-local-file:///var/storage/secattach/20260803/26859671.html

Form 4 BRUNSWICK CORP For: Jul 31 Filed by: MCCLANATHAN JOSEPH W

Mon, 03 Aug 2026 18:18:00 -0400

si-local-file:///var/storage/secattach/20260803/26859671.html

Form 4 BRUNSWICK CORP For: Jul 31 Filed by: Wright MaryAnn

Mon, 03 Aug 2026 18:18:00 -0400

si-local-file:///var/storage/secattach/20260803/26859672.html