Use & Definition of Non-GAAP Financial Measures This presentations includes the following financial measures defined as non-GAAP financial measures by the Securities and Exchange Commission: Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net (Loss) Income, Adjusted Net (Loss) Income per Share and Free Cash Flow. These measures have limitations as analytical tools and should not be considered as an alternative to, or more meaningful than, net (loss) income as determined in accordance with U.S. generally a ...

Exhibit 99.1 MALIBU BOATS, INC. ANNOUNCES SECOND QUARTER FISCAL 2026 RESULTS Loudon, TN, February 5, 2026 - Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the second quarter ended December 31, 2025. Second Quarter Fiscal 2026 Highlights Compared to Second Quarter Fiscal 2025: "We exceeded second-quarter revenue expectations, despite a challenging retail environment and are optimistic entering the early boat show season," commented Steve Menneto, President and Chief Executive Off ...

Core Insights - Malibu Boats, Inc. reported second-quarter financial results for fiscal 2026, showing a decline in net sales and profitability compared to the same quarter in fiscal 2025, but expressed optimism about future demand and operational efficiency [3][5]. Financial Performance - Net sales for the three months ended December 31, 2025, decreased by $11.7 million, or 5.8%, to $188.6 million compared to the same period in 2024 [4][5]. - Gross profit fell by 32.9% to $25.1 million, with a gross profit margin of 13.3%, down from 18.7% in the prior year [4][12]. - The company reported a net loss of $2.5 million, compared to a net income of $2.4 million in the same quarter of the previous year [5][28]. - Adjusted EBITDA decreased by 52.5% to $8.0 million, with an adjusted EBITDA margin of 4.3% [5][34]. Segment Performance - Net sales in the Malibu segment decreased by $3.5 million, or 4.7%, to $70.6 million, with unit volumes down by 12 units [7]. - The Saltwater Fishing segment saw a decrease in net sales of $4.8 million, or 6.8%, to $65.3 million, with unit volumes down by 35 units [8]. - Cobalt segment net sales decreased by $3.4 million, or 6.0%, to $52.6 million, with unit volumes down by 69 units [9]. Cost and Expense Management - Cost of sales increased by $0.6 million, or 0.4%, to $163.5 million, driven by higher per unit material and labor costs [11]. - Selling and marketing expenses rose by 1.4% to $6.1 million, while general and administrative expenses decreased by 21.5% to $20.8 million [13][14]. Future Outlook - For the full fiscal year 2026, Malibu anticipates net sales to be flat to down mid-single digits year-over-year, with an adjusted EBITDA margin ranging from 8% to 9% [15].

Core Viewpoint - Analysts expect Malibu Boats (MBUU) to report a quarterly loss of -$0.03 per share, reflecting a year-over-year decline of 109.7%, with revenues projected at $186.35 million, down 7% from the previous year [1] Group 1: Earnings Estimates - The consensus EPS estimate for the upcoming quarter has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1][2] - Changes in earnings estimates are crucial for predicting investor reactions to the stock, with empirical studies showing a strong relationship between earnings estimate revisions and short-term price performance [2] Group 2: Revenue Projections - Revenue by product for Malibu is estimated at $68.70 million, indicating a decline of 7.3% from the year-ago quarter [4] - Revenue by product for Cobalt is projected to reach $51.85 million, reflecting a decrease of 7.4% from the prior-year quarter [4] - Revenue by product for Saltwater Fishing is expected to be $66.05 million, showing a year-over-year change of -5.9% [5] Group 3: Unit Volume and Sales Metrics - Unit Volume by Segment for Malibu is projected at 490, down from 525 reported in the same quarter last year [5] - Unit Volume by Segment for Cobalt is expected to be 313, compared to 380 in the same quarter of the previous year [6] - The consensus for Net Sales per Unit - Total is $169,800, an increase from $163,895 reported in the same quarter last year [6] - Total Unit Volume is estimated at 1,098, down from 1,222 in the year-ago quarter [6] - Unit Volume by Segment for Saltwater Fishing stands at 295, compared to 317 in the same quarter of the previous year [7] Group 4: Stock Performance - Shares of Malibu Boats have increased by 11.1% over the past month, outperforming the Zacks S&P 500 composite, which moved up by 1.8% [7] - With a Zacks Rank of 3 (Hold), MBUU is expected to mirror overall market performance in the near future [7]

Core Viewpoint - Malibu Boats, Inc. is set to release its second quarter fiscal 2026 financial results on February 5, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be released on February 5, 2026, before the market opens [1]. - A conference call will be hosted by the company's President and CEO, Steve Menneto, and CFO, David Black, at 8:30 a.m. Eastern Time on the same day [1]. Group 2: Conference Call Participation - Investors and analysts can participate in the conference call by dialing (844) 695-5523 or (412) 317-0699 [2]. - A live webcast of the conference call will be available on the Investor Relations section of the company's website, with a replay archived for twelve months [2]. Group 3: Company Overview - Malibu Boats, Inc. is based in Loudon, Tennessee, and is a leading designer, manufacturer, and marketer of recreational powerboats [3]. - The company is a market leader in various segments, including performance sport boats, sterndrive boats, and saltwater fishing boats, with brands such as Malibu, Axis, Cobalt, Pursuit, and Cobia [3]. - Malibu Boats is recognized as an innovator in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [3].

Upgrades - CFRA upgraded Pool Corp. (POOL) to Buy from Hold with a price target of $304 [2] - Piper Sandler upgraded SEI Investments (SEIC) to Overweight from Neutral with a price target of $102, increased from $93, citing SEI as a "clear beneficiary" of the expanding alternatives landscape [2] - TD Cowen upgraded Ametek (AME) to Buy from Hold with a price target of $230, up from $180, noting that backlog remains near highs and is expected to grow [3] Downgrades - TD Cowen downgraded Janus Henderson (JHG) to Hold from Buy with a price target of $49 after the company agreed to be acquired for $7.4 billion or $49.00 per share [4] - Piper Sandler downgraded Clearwater Analytics (CWAN) to Neutral from Overweight with a price target of $24.55, down from $27, following its agreement to be acquired for $24.55 per share in cash [4] - BMO Capital downgraded Brown & Brown (BRO) to Market Perform from Outperform with a price target of $88, down from $90, due to lower consensus organic growth estimates for 2026 [5] - Evercore ISI downgraded Coty (COTY) to In Line from Outperform with a price target of $7, citing a lack of visibility on timing and catalysts for potential value unlock [6] Initiations - Oppenheimer initiated coverage of Spruce Biosciences (SPRB) with an Outperform rating and a price target of $283, supported by FDA confirmation of compelling clinical biomarker data [7] - LifeSci Capital initiated coverage of Sionna Therapeutics (SION) with an Outperform rating and a price target of $60, highlighting multiple quality shots on goal with its therapies [7] - Oppenheimer initiated coverage of Aardvark Therapeutics (AARD) with an Outperform rating and a price target of $35, noting the company's differentiated obesity franchise [7] - JonesResearch initiated coverage of Septerna (SEPN) with a Buy rating and a price target of $43, forecasting $2.5 billion in unadjusted U.S. peak sales in 2035 [7] - Loop Capital initiated coverage of Malibu Boats (MBUU) with a Buy rating and a price target of $34, indicating the marine industry is in the late stages of inventory rationalization [7]

Core Insights - Malibu Boats, Inc. has increased its share repurchase program from $50 million to $70 million, reflecting the board's confidence in the company's long-term strategy and financial position [1][2] - The company aims to balance investing in its core business while returning excess capital to shareholders, indicating a commitment to delivering shareholder value [2] Financial Performance - In the second quarter, Malibu Boats repurchased $20.7 million of shares under the existing repurchase program, demonstrating active capital allocation [3] Company Overview - Malibu Boats, Inc. is a leading designer and manufacturer of recreational powerboats, including performance sport, sterndrive, and outboard boats, with a strong market presence in various segments [4] - The company is recognized for its innovation in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [4]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow generation and growth potential [1] Group 1 - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1]

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Core Viewpoint - Malibu Boats, Inc. has appointed David S. Black as Chief Financial Officer to enhance financial performance and support future growth initiatives through acquisitions and strategic planning [1][3]. Company Leadership - David S. Black, previously Vice President of Finance and interim CFO, has over 19 years of experience in accounting and finance, including roles as Corporate Controller and Director of Internal Audit [2][3]. - The CEO, Steve Menneto, expressed confidence in Black's ability to drive the company's growth and financial strategy, emphasizing his understanding of the business and strategic vision [3]. Fiscal Guidance - For fiscal year 2026, Malibu Boats anticipates net sales to be flat to down mid-single digits percentage points year-over-year, with an Adjusted EBITDA margin ranging from 8% to 9% [4]. - The company has not provided reconciliations for the Adjusted EBITDA margin due to the unpredictability of certain costs related to vertical integration, stock-based compensation, and litigation [5]. Company Overview - Malibu Boats, Inc. is a leading designer and manufacturer of recreational powerboats, including performance sport, sterndrive, and outboard boats, with a strong market presence in various segments [6].