Malibu Boats (MBUU) Q1 Earnings and Revenues Beat Estimates

Core Viewpoint - Malibu Boats reported quarterly earnings of $0.15 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and showing an increase from $0.08 per share a year ago, representing an earnings surprise of +150.00% [1] Financial Performance - The company posted revenues of $194.73 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 5.19% and increasing from $171.58 million year-over-year [2] - Over the last four quarters, Malibu Boats has exceeded consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Performance and Outlook - Malibu Boats shares have declined approximately 13.4% since the beginning of the year, contrasting with the S&P 500's gain of 17.2% [3] - The current consensus EPS estimate for the upcoming quarter is $0.28 on revenues of $194.7 million, and for the current fiscal year, it is $1.22 on revenues of $786.83 million [7] Industry Context - The Leisure and Recreation Products industry, to which Malibu Boats belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Malibu Boats' stock performance [5]