Brunswick publishes transcript of Q2 2026 earnings conference call

• Brunswick released the transcript of its Q2 2026 earnings conference call attended by Chairman and CEO David Foulkes, CFO Ryan Gwillim, Deputy CFO Stephen Weiland.
• Adjusted EPS USD 1.56 on net sales USD 1.56 billion; free cash flow USD 278 million; management cited a net IEEPA benefit slightly above USD 0.20.
• Full-year guidance raised to revenue USD 5.7 billion-USD 5.8 billion, adjusted operating margin about 8%, adjusted EPS USD 4.35-USD 4.75, free cash flow USD 400 million+.
• Expected gross IEEPA refunds USD 60 million-USD 70 million; about USD 30 million recognized in Q2; Phase 2 about USD 10 million embedded in guidance.
• Net incremental 2026 tariff impact now about USD 40 million; new Section 301 and Canadian tariffs seen adding about USD 5 million; boat pipelines down about 1,800 units.

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