Malibu Boats (MBUU) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Malibu Boats (MBUU) reported revenue of $207.04 million for the quarter ended June 2025, marking a year-over-year increase of 30.5% and exceeding the Zacks Consensus Estimate of $195.8 million by 5.74% [1] - The company's EPS for the same period was $0.42, a significant improvement from -$0.39 a year ago, although it fell short of the consensus estimate of $0.44 by 4.55% [1] Revenue Breakdown - Revenue from Malibu products reached $80.3 million, surpassing the average estimate of $56.75 million by two analysts, reflecting a year-over-year increase of 114.1% [4] - Cobalt products generated $53.8 million in revenue, which was below the average estimate of $62.1 million, but still represented a year-over-year increase of 7.2% [4] - Saltwater Fishing products reported revenue of $72.9 million, falling short of the average estimate of $83 million, with a year-over-year change of 2.7% [4] Stock Performance - Over the past month, shares of Malibu Boats have returned +16.4%, significantly outperforming the Zacks S&P 500 composite's +1.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]