Callaway Golf Co (CALY) FY2025 10-K Annual Report

Filed: Feb 27, 2026
Consumer Discretionary
Sporting & Athletic Goods, NECSEC EDGAR

Callaway Golf Co (CALY) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Feb 27, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Callaway Golf Co FY2025 10-K Analysis

Business Overview

  • Core business model centered on golf equipment, accessories, and related services, including merged Topgolf segment
  • Emphasis on equity compensation with 5.8 million shares issuable under 2022 Incentive Plan, 16.4 million shares available for future issuance
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Management Discussion & Analysis

  • Net accounts receivable decreased $14.0M to $123.2M as of Dec 31, 2025 from $137.2M a year earlier, reflecting lower net sales
  • Inventory declined $2.9M to $625.3M as of Dec 31, 2025, driven by reduced in-transit inventory partially offset by buildup for 2026 launches
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Risk Factors

  • Legal risk from uncertain income tax positions totaling $1.3M potentially affecting future tax liabilities (Note 12)
  • Geopolitical risk of 10% cash held outside U.S. with exposure to foreign withholding taxes on repatriation
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Callaway Golf Co FY2025 Key Financial Metrics
XBRL

Revenue

$2.1B

-51.4% YoY

Net Income

-$409M

+71.7% YoY

Gross Margin

42.1%

+2119bp YoY

Operating Margin

6.2%

+3587bp YoY

Net Margin

-19.9%

+1428bp YoY

ROE

-19.8%

+4034bp YoY

Total Assets

$7.3B

-4.6% YoY

EPS (Diluted)

$-2.20

+72.1% YoY

Operating Cash Flow

$334M

-12.6% YoY

Source: XBRL data from Callaway Golf Co FY2025 10-K filing on SEC EDGAR. All figures in USD.

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