Malibu Boats (MBUU) reported $207.04 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 30.5%. EPS of $0.42 for the same period compares to -$0.39 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $195.8 million, representing a surprise of +5.74%. The company delivered an EPS surprise of -4.55%, with the consensus EPS estimate being $0.44.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- an ...

Fiscal Year 2025 Performance - Malibu Boats Inc's net sales decreased by 2.6% year-over-year, reaching $807.6 million[19,40] - Adjusted EBITDA decreased by 9.1% year-over-year to $74.8 million[19,44] - Adjusted net income per share for fiscal year 2025 was $1.58, compared to $2.01 in fiscal year 2024[17] - The company generated $29 million of free cash flow in fiscal year 2025[15,54] - Gross margin increased by 10 bps year-over-year to 17.8%[19,43] Q4 Fiscal Year 2025 Performance - Net sales for Q4 2025 were $158.7 million, compared to $207.0 million in Q4 2024[34] - Gross margin for Q4 2025 was 7.9%, compared to 15.8% in Q4 2024[37] - Adjusted EBITDA for Q4 2025 was $(4.1) million, compared to $19.7 million in Q4 2024[38] Fiscal Year 2026 Outlook - The company anticipates consolidated net sales to be flat to down mid-single digits[46] - The company projects an adjusted EBITDA margin between 8% and 9%[46]

LOUDON, Tenn., Aug. 28, 2025 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the fourth quarter and fiscal year ended June 30, 2025. Fourth Quarter Fiscal 2025 Highlights Compared to Fourth Quarter Fiscal 2024 Net sales increased 30.4% to $207.0 millionUnit volume increased 16.8% to 1,221 unitsGross profit increased 162.1% to $32.7 millionGeneral and administrative expenses decreased to $18.8 millionNet income (loss) increased 124.5% to a net income of $4.8 mi ...

FISCAL FOURTH QUARTER & 2025 RESULTS 1 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward- looking statements generally relate to future events and include, without limitation, projections, forecasts and estimates about possible or assumed future results of the Company's business, financial condition, liquidity, results of operations, plans and objectives. In ...

LOUDON, Tenn., Aug. 21, 2025 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) announced today that it will host an Investor Day on Thursday, September 25, 2025 at 10:00 a.m. Eastern Time at various locations near its headquarters in Loudon, Tennessee. Steve Menneto, Malibu’s Chief Executive Officer, Bruce Beckman, Chief Financial Officer, and other members of the senior leadership team will provide information about the company’s plan to drive growth and value creation. The program will comprise of pre ...

Company Announcement - Malibu Boats, Inc. will release its fourth quarter and full-year fiscal 2025 financial results on August 28, 2025, before the market opens [1] - A conference call to discuss the results will be hosted by CEO Steve Menneto and CFO Bruce Beckman at 8:30 a.m. Eastern Time on the same day [1] Conference Call Details - Investors and analysts can listen to 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] Company Overview - Malibu Boats, Inc. is a leading designer, manufacturer, and marketer of recreational powerboats, including performance sport, sterndrive, and outboard boats [3] - The company is the market leader in the performance sport boat category through its Malibu and Axis brands and leads the 20' - 40' segment of the sterndrive boat category with its Cobalt brand [3] - Malibu Boats also holds a leading position in the saltwater fishing boat market with brands such as Pursuit, Cobia, Pathfinder, Maverick, and Hewes [3] - The company is recognized as an innovator in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [3]

Core Viewpoint - MasterCraft Boat Holdings, Inc. will host a live webcast for its fiscal fourth quarter and full year 2025 earnings conference call on August 27, 2025, at 8:30 a.m. EDT, where financial results will be discussed by the CEO and CFO [1]. Group 1 - The conference call will be accessible via webcast on the investor section of the Company's website, and participants can also join via telephone after registering in advance [2]. - A pre-market earnings release will be issued prior to the call on the same day [1]. - A replay of the conference call and webcast will be archived on the Company's website for future access [2]. Group 2 - MasterCraft Boat Holdings, Inc. is headquartered in Vonore, Tennessee, and is recognized as a leading innovator, designer, manufacturer, and marketer of recreational powerboats under its three brands: MasterCraft, Crest, and Balise [3].

Core Insights - Axis Wake has launched the 2026 Axis T250, the largest and most powerful model in its history, designed for wakeboarders, wakesurfers, and foilers [1][2] - The T250 measures 25 feet in length and features aggressive styling, intuitive design, and upgrades focused on comfort, control, and versatility [2][4] - The new model emphasizes simplicity, performance, and style, aligning with Axis Wake's core values [4][5] Product Features - The T250 includes a redesigned tower with optional color customization, low-profile speaker mounts, and increased headroom [8] - It features a cast-metal-framed windshield for enhanced strength and durability [8] - Helm upgrades include Axis surf and wake presets, a one-touch Home button, and premium interior touches like hinged seats and wireless charging [8] - The boat is equipped with Wake Plus Hull™, Surf Gate®, and Power Wedge® III for customizable waves and wakes [8] - It offers a fuel-efficient running surface and improved handling for better ride quality in rough waters [8] Company Overview - Malibu Boats, Inc. is a leading designer and manufacturer of recreational powerboats, including performance sport and sterndrive boats [6] - The company is recognized as a market leader in the performance sport boat category through its Malibu and Axis brands [6] - Malibu Boats aims to innovate and cater to a diverse range of recreational boaters and watersports enthusiasts [6]

Financial Data and Key Metrics Changes - Second quarter sales decreased by 3% to $67.7 million, driven by a 13% decrease in the number of boats sold, partially offset by a 10% increase in price and mix [10] - Gross profit decreased to $12.9 million, but gross profit margin increased by 20 basis points to 19.1% [10] - SG&A expenses rose by 9% to $8.1 million, with SG&A as a percentage of sales increasing by 130 basis points to 12% [11] - Diluted EPS fell to $0.12 from $0.14 in the previous year [11] - EBITDA decreased to $5.6 million from $6.5 million last year [12] - Year-to-date operating cash flow was $90.2 million, with free cash flow at $8.6 million [12] - The company ended the quarter with $50 million in cash and no debt [12] Business Line Data and Key Metrics Changes - The company noted that retail sales declined industry-wide during the first four months of 2025, but managed to reduce field inventory by 11% year over year [6] - The introduction of new models last year was well received, and the company is excited about the 2026 model year rollout with several portfolio-wide changes [8][14] Market Data and Key Metrics Changes - The company observed that channel inventory levels are stabilizing, and there are positive signs of declining inventory levels [5] - Interest rates remain elevated, but potential rate cuts could stimulate spending among dealers and consumers [6][8] Company Strategy and Development Direction - The company is focused on positioning its brands for improved future demand and maximizing returns on investments [6] - There is an ongoing evaluation of acquisition opportunities and partnerships to enhance the company's portfolio [14] - The company aims to maintain strong relationships with dealers regarding channel inventory management [9] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the industry working through excess inventory and the potential for improved sales in the second half of 2025 [5] - The company is closely monitoring tariff changes and their impact on input costs, including engines and materials [7] - Management highlighted the importance of maintaining dialogue with government representatives regarding trade negotiations [8] Other Important Information - The company plans to demonstrate new models to dealers at the August year meeting [14] - The company has maintained a strong balance sheet, positioning itself as a buyer of choice for high-quality assets [14] Q&A Session Summary - There were no questions during the Q&A session [15]

Group 1 - The company MarineMax (NYSE: HZO) is highlighted as a bullish investment opportunity in the recreational boating sector [1] - Crude Value Insights focuses on cash flow and companies in the oil and natural gas industry, emphasizing value and growth prospects [1] - The service offers subscribers access to a stock model account, cash flow analyses of exploration and production firms, and live discussions about the sector [2]