Core Viewpoint - Malibu Boats, Inc. is set to host an Investor Day on September 25, 2025, to discuss growth strategies and value creation [1][2]. Company Overview - Malibu Boats, Inc. is a leading designer, manufacturer, and marketer of recreational powerboats, including performance sport, sterndrive, and outboard boats [4]. - The company holds a market leadership position in the performance sport boat category through its Malibu and Axis brands, and in the 20' - 40' segment of the sterndrive category via its Cobalt brand [4]. - Malibu Boats is also a key player in the saltwater fishing boat market with brands such as Pursuit, Cobia, Pathfinder, Maverick, and Hewes [4]. - The company is recognized as an innovator in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [4]. Event Details - The Investor Day will feature presentations and discussions with the leadership team, covering the company's strategy, long-term financial targets, and capital allocation priorities [2]. - The event will be available via live webcast, allowing for virtual participation and a Q&A session [3]. - Interested investors can register for the virtual event through the company's website, and a recording will be made available post-event [3].

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 Viewpoint - MasterCraft Boat Company is committed to protecting waterways and ensuring responsible boating practices through education and advocacy, rather than imposing regulations [1][3]. Group 1: Campaign Overview - MasterCraft is partnering with the Water Sports Industry Association (WSIA) to promote the "Wake Responsibly" campaign, which aims to preserve access to waterways while protecting jobs and the environment [1][3]. - The campaign emphasizes three essential principles: courtesy, coexistence, and protection of the sport [3]. Group 2: Guidelines for Responsible Boating - The campaign includes specific guidelines for boaters: maintain a distance of 200 feet from shore and other boats, keep music at a respectful level, and minimize repetitive passes in the same area [4][6]. - MasterCraft is equipping its dealer network with WSIA advocacy resources to educate local boaters and embedding Wake Responsibly principles across all communication channels [5][11]. Group 3: Commitment to Innovation and Education - MasterCraft is investing in innovations and programs to help boaters operate responsibly and is actively addressing concerns to inform future solutions [6][8]. - Studies indicate that wakesurfing boats have a lesser environmental impact compared to natural waves, countering misconceptions about wake boats [7]. Group 4: Company Background - MasterCraft Boat Holdings, Inc. is a leading innovator and manufacturer of premium recreational powerboats, with a history of over five decades in the industry [9][10].

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]

Group 1 - Marine Products Corporation will release its financial results for Q2 2025 on July 24, 2025, before market opens [1] - A conference call to discuss the financial and operating results will take place on July 24, 2025, at 8:00 a.m. Eastern Time [1] - Participants can join the conference call via toll-free number or international dial-in, with a conference ID provided [2] Group 2 - Marine Products Corporation is a leading manufacturer of high-quality fiberglass boats under the brands Chaparral and Robalo [3] - The company offers a diverse range of products, including sterndrive models, outboard offerings, and sport fishing models [3] - Marine Products Corporation aims to increase market share and generate superior financial performance through product innovation and a strong dealer network [3]

Core Insights - MasterCraft Boat Company is returning as an official sponsor of the 2025 American Century Championship (ACC) in Lake Tahoe, showcasing its premium towboat lineup and engaging in various high-impact activations [1][2] Sponsorship and Activations - The company has been a sponsor for six years and will feature flagship models XStar 23 and XStar 25 during the event [1] - Key activations include a $300,000 hole-in-one prize, a national sweepstakes in collaboration with Travis Mathew, Ogio, and Callaway, and the philanthropic initiative "Surf to Save Lives" supporting St. Jude Children's Research Hospital [1][6] Prize and Promotions - The hole-in-one challenge at Hole 12 offers a fully loaded 2024 MasterCraft X24, valued at over $300,000 [3] - The X24 features advanced technology and luxury amenities, emphasizing its performance and design [4] Philanthropic Initiatives - "Surf to Save Lives" will track minutes logged by celebrities and athletes riding behind MasterCraft boats, contributing to a $75,000 donation commitment [6] - Childhood cancer survivor and MasterCraft athlete Alexa Score will lead demonstrations and support fundraising efforts [7] Product Display and Partnerships - MasterCraft will display the XStar 23 and XStar 25 at Hole 17, alongside a Chevrolet Silverado, highlighting the partnership with General Motors [8][9] - The XStar models include innovative features such as the Z100 tower and MAAX Audio for enhanced performance [9] Post-Event Activities - Following the ACC, MasterCraft will host two on-water activations in Tahoe, allowing attendees to experience the latest boat lineup [10][13] Company Background - MasterCraft Boat Holdings, Inc. is a leading innovator in premium recreational powerboats, with a history of industry-leading innovation since its founding in 1968 [11][12]

Core Insights - The 2025 Just Ride Tour, hosted by Malibu Boats, is set to return, offering an immersive on-water experience across North America with over 45 stops [5][7][11] - The tour features the Malibu Wakesetter 24 MXZ, towed by the Chevrolet Silverado 3500HD High Country, showcasing the performance of Malibu Boats [5][7] - The event emphasizes community engagement, allowing families and riders to connect with Malibu pro athletes for hands-on instruction and product demonstrations [2][4][8] Company Overview - Malibu Boats, based in Loudon, Tennessee, is a leading designer and manufacturer of recreational powerboats, including performance sport and sterndrive boats [14] - The company is recognized as a market leader in the performance sport boat category through its Malibu and Axis brands [14] - Malibu Boats collaborates with GM Marine to develop the Monsoon engine lineup, which powers their boats and enhances performance [9][10] Product Highlights - The Monsoon engine lineup includes the GM 6.2-liter supercharged V8 LT4 engine, delivering 607 horsepower and 606 lb-ft of torque, specifically adapted for marine use [9] - The Just Ride Tour showcases the capabilities of Malibu's boats, particularly the Wakesetter 24 MXZ, which is designed to create exceptional wakes and waves [6][9] Marketing and Sponsorship - The tour is supported by various sponsors, enhancing the overall experience for participants [10] - Malibu Boats aims to bring the Malibu lifestyle to communities, emphasizing the connection between boating enthusiasts and the brand [11]