Malibu Boats (MBUU) Reports Q2 Earnings: What Key Metrics Have to Say

Core Insights - Malibu Boats (MBUU) reported revenue of $188.62 million for the quarter ended December 2025, reflecting a year-over-year decline of 5.8% and an EPS of -$0.02 compared to $0.31 a year ago, indicating a significant drop in profitability [1] - The reported revenue exceeded the Zacks Consensus Estimate of $186.35 million by 1.22%, while the EPS surprise was +20% against the consensus estimate of -$0.03 [1] Financial Performance Metrics - Net Sales per Unit totaled $170,544, surpassing the two-analyst average estimate of $169,800 [4] - Unit Volume by Segment reached 1,106, slightly above the average estimate of 1,098 [4] - Revenue by product for Malibu was $70.6 million, exceeding the estimate of $68.7 million but showing a year-over-year decline of 4.7% [4] - Cobalt's revenue was reported at $52.6 million, above the average estimate of $51.85 million, with a year-over-year change of -6.1% [4] - Saltwater Fishing revenue was $65.3 million, slightly below the estimate of $66.05 million, reflecting a year-over-year decline of 7% [4] Stock Performance - Shares of Malibu Boats have returned +11.5% over the past month, outperforming the Zacks S&P 500 composite, which changed by +0.5% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]