Brunswick Corporation · NYSE:BC
Brunswick — Baird Global Consumer, Technology & Services Conference 2025
13 slides from Brunswick's conference presentation, Jun 3, 2025
Slide 1: Brunswick Corporation
Brunswick Corporation Ryan Gwillim, CFO BAIRD GLOBAL CONSUMER, TECHNOLOGY & SERVICES CONFERENCE – NEW YORK JUNE 3, 2025 ©2025 BRUNSW ICK CO. CONFIDENTIAL AND ALL RIGHTS RESERVED.
Slide 2: Forward-Looking Statements
BRUNSW ICK CORPORATION – EARNINGS RELEASE Forward-Looking Statements Certain statements in this presentation are forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on current expectations, estimates, and projections abo
Slide 3: Use of Non-GAAP Financial Information and Constant Currency Reporting
BRUNSW ICK CORPORATION – EARNINGS RELEASE Use of Non-GAAP Financial Information and Constant Currency Reporting In this presentation, Brunswick uses certain non-GAAP financial measures, which are numerical measures of a registrant’s historical or future financial performance, financial position or c
Slide 4: About Brunswick
BRUNSW ICK CORPORATION ~50% of U.S. recreational boats are powered by 800+ Mercury Marine engines patents since 2017 About — Brunswick ~60k 3 out of 4 Freedom Boat Club Memberships Globally most recognizable U.S. boat brands ©2025 BRUNSWICK CO. CONFIDENTIAL AND ALL RIGHTS RESERVED. 4
Slide 5: Reportable Segments
Engine Parts Navico Boat Business Propulsion & Accessories Group Group Acceleration World Leader — World’s Largest — Leading Supplier — 19 Market-Leading — Eco-system of — Outboard, sterndrive and high- Supplier of captive marine Integrated marine electronics, Global boat brands, serving all Synergi
Slide 6: Market Leadership Position
1 We hold the U.S. & Canada Outboard and Sterndrive Share, Europe Outboard Share Global High Performance & Racing Engines, Drives & Propellers Global Recreational Marine P&A Distribution Largest Boat Club Globally # & & & & Position 11’-50' Outboard Saltwater Fish 11’-40’ Runabout and Deck I/O Premi
Slide 7: A Global Leader in Marine Recreation & Technology
BRUNSW ICK CORPORATION – EARNINGS RELEASE A Global Leader in Marine Recreation & Technology EU 15% CN 5% Headquartered in Mettawa, IL, US 67% a northern suburb of Chicago, Brunswick is present in 26 countries with sales in 170 AP 7% countries around the world. Q1 2025 Revenue Mix ROW 6% World Headqu
Slide 8: Exposed to Economic Cycles
250,000 U.S. New Powerboat Industry Retail Unit Registrations New Boat 200,000 $20 Purchases are $15 150,000 Exposed to 100,000 $10 Economic $5 50,000 Cycles - $- 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Market Value (in billions) 10,000,000 Boating >90% 8,000,000 P
Slide 9: 2025 Tariff Update
2025 Tariff Update 1 ~70% of enterprise COGS are sourced from the United States Estimated 2025 % of 2025 Impact, Net of COGS2 Mitigation China 3, 4 ~5% $20 – 30M Mexico ~10% <$5M Canada <5% <$5M ROW <10% <$15M Section 232 <5% <$10M Net of offsets, we could see an incremental $45 - $60M4 headwind fro
Slide 10: Brunswick Leadership Position
Brunswick Leadership Position Focused growth initiatives with improved efficiency advance our market leadership position and deliver best in class TSR in a smaller than planned market Strategy Working — Continue to Pursue Growth — Execution, Efficiency Outperforming Peers Adapt to Changing Landscape
Slide 11: Cutting-Edge Products, Synergies, and Business Innovation
BRUNSW ICK CORPORATION – EARNINGS RELEASE Cutting-Edge Products, Synergies, and Business Innovation To Update NSS4 MFD New Product Line 2025 Freedom Forum Recon Trolling Eagle Eye Exciting Product Motor Pipeline ©2025 BRUNSW ICK CO. CONFIDENTIAL AND ALL RIGHTS RESERVED. 11
Slide 12: 2025 Guidance
BRUNSW ICK CORPORATION – EARNINGS RELEASE 2025 Guidance1 $5.0B to $5.4B 6.5% to 8.0% Revenue Operating Margin $2.50 to $4.00 $350M+ EPS Free Cash Flow $1.1B to $1.3B $0.80 to $1.10 Q2 Revenue Q2 EPS 1EACH ON AN “AS ADJUSTED” BASIS WHERE APPLICABLE ©2025 BRUNSW ICK CO. CONFIDENTIAL AND ALL RIGHTS RES
Slide 13: Shareholder Return
Shareholder Return 13 $1.6B ~70% Consecutive of Share of Net Income years of Repurchases returned to Dividend (since 2019) Shareholders increases (since 2019) ©2025 BRUNSW ICK CO. CONFIDENTIAL AND ALL RIGHTS RESERVED. 13
Brunswick — Baird Global Consumer, Technology & Services Conference 2025 on 6ix