Core Insights - Five stocks have been added to the Zacks Rank 1 (Strong Buy) List, indicating strong potential for investment Company Summaries - **nCino (NCNO)**: A provider of cloud-based software for financial institutions, with a 9.9% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [1] - **Vertiv (VRT)**: A leading global provider of critical digital infrastructure and services for data centers and communication networks, experiencing a 7.6% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [2] - **Bread Financial (BFH)**: A tech-forward financial services company offering personalized payment, lending, and saving solutions, with a 7.3% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [3] - **Medpace (MEDP)**: A global full-service clinical contract research organization providing clinical development services, seeing a 3.6% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [4] - **MasterCraft Boat (MCFT)**: A company that designs, manufactures, and markets recreational powerboats, with a 3.4% increase in the Zacks Consensus Estimate for current year earnings over the last 60 days [5]

Core Viewpoint - MasterCraft Boat Holdings, Inc. will host a live webcast for its fiscal first quarter 2026 earnings conference call on November 6, 2025, at 8:30 a.m. EST, where financial results will be discussed by the CEO and CFO [1][2]. Company Overview - 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]. - For more information about the company and its brands, stakeholders can visit the respective websites [3]. Investor Relations - The company provides an option for participants to access the conference call live via webcast on its investor section of the website, with a registration process for telephone participation [2][4]. - A replay of the conference call and webcast will be archived on the company's website for future access [2].

Core Insights - MasterCraft Boat Holdings, Inc. reported strong financial performance in fiscal 2025, despite a challenging economic environment, with significant increases in net sales and adjusted net income in the fourth quarter [4][8][12]. Fourth Quarter Overview - Consolidated net sales for Q4 fiscal 2025 reached $79.5 million, an increase of $25.2 million or 46.4% compared to Q4 fiscal 2024 [5][8]. - Gross margin percentage improved by 740 basis points year-over-year, primarily due to increased net sales [6]. - Income from continuing operations was $5.5 million, translating to $0.33 per diluted share, compared to $0.3 million or $0.02 per diluted share in the prior year [7][8]. Full Year Overview - For fiscal 2025, consolidated net sales totaled $284.2 million, down $38.1 million or 11.8% from fiscal 2024, attributed to planned lower unit volumes [10]. - Income from continuing operations for the full year was $10.7 million, or $0.65 per diluted share, compared to $23.2 million or $1.36 per diluted share in the previous year [12]. - Adjusted EBITDA for fiscal 2025 was $24.4 million, down from $40.2 million in the prior year, with an adjusted EBITDA margin of 8.6% [13]. Cash Flow and Capital Allocation - The company generated $29.0 million in free cash flow for the year and ended with cash and investments of $79.4 million, alongside $100 million available on its revolving credit facility [8][12]. - Nearly $10 million was returned to shareholders through share repurchases during the fourth quarter [4][8]. Outlook - The company anticipates consolidated net sales for fiscal 2026 to be between $295 million and $310 million, with adjusted EBITDA expected between $29 million and $34 million [16]. - Plans are in place for various retail demand scenarios, focusing on maintaining a healthy dealer network and continued innovation [14].

Core Insights - Malibu Boats, Inc. has appointed Melanie Cook, former COO of GE Appliances, to its Board of Directors as an independent director, effective immediately [1][2] - Cook will serve on the Audit Committee and the Nominating and Governance Committee, bringing over three decades of leadership experience in operations and manufacturing [1][2] - Her appointment is part of Malibu's strategy to strengthen its board and advance long-term goals, coinciding with the upcoming retirement of John Stokely in October 2025 [4][5] Company Overview - Malibu Boats, Inc. is a leading designer, manufacturer, and marketer of recreational powerboats, including performance sport, sterndrive, and outboard boats [6] - The company is a market leader in the performance sport boat category through its Malibu and Axis brands, and holds leading positions in other segments such as sterndrive and saltwater fishing boats [6] - Malibu Boats focuses on innovation and aims to appeal to a diverse range of recreational boaters and water sports enthusiasts [6]

Overview - MasterCraft Boat Holdings, Inc. reported financial results for the third quarter of fiscal 2025, ending March 30, 2025, with a focus on continuing operations excluding the former Aviara segment [1][4]. Financial Performance - Consolidated net sales for the third quarter were $76.0 million, a decrease of $8.0 million or 9.5% from the same period in fiscal 2024, primarily due to planned lower unit volumes to align dealer inventories with retail demand [4][10]. - Gross margin percentage declined by 250 basis points compared to the prior-year period, attributed to changes in sales price, material and overhead inflation, and lower cost absorption due to decreased production volume [5][24]. - Income from continuing operations was $3.8 million, or $0.23 per diluted share, down from $5.7 million, or $0.34 per diluted share in the prior-year period [6][10]. - Adjusted net income was $5.0 million, or $0.30 per diluted share, compared to $8.5 million, or $0.50 per diluted share in the prior-year period [6][10]. - Adjusted EBITDA was $7.5 million, down from $11.7 million in the prior-year period, with an adjusted EBITDA margin of 9.9%, down from 13.9% [7][10]. Operational Insights - The company maintained a disciplined approach to capital allocation, achieving operating cash flow of $18.5 million year-to-date despite low cycle production volumes [3][10]. - Cash and investments totaled $66.5 million, with $100 million available on the revolving credit facility and no outstanding debt, indicating a robust, debt-free balance sheet [10][11]. Outlook - The company revised its full-year guidance, now expecting consolidated net sales of approximately $275 million, adjusted EBITDA of approximately $20 million, and adjusted earnings per share of approximately $0.71 for fiscal 2025 [11][10]. - Capital expenditures are expected to be approximately $9 million for the year [11].

Core Points - MasterCraft Boat Holdings, Inc. will host a live webcast for its fiscal third quarter 2025 earnings conference call on May 7, 2025, at 8:30 a.m. EDT [1] - The call will feature discussions by the CEO, CFO, and Vice President of Finance regarding the Company's financial results [1] - A pre-market earnings release will be issued prior to the call on the same day [1] Access Information - Participants can access the conference call live via the Company's investor website by clicking on the webcast icon [2] - Telephone participants must register in advance to receive a confirmation email with dial-in details, including a unique passcode and registrant ID [2] - A replay of the conference call and webcast will be archived on the Company's website [2] Company Overview - MasterCraft Boat Holdings, Inc. is headquartered in Vonore, Tennessee, and is a leading innovator, designer, manufacturer, and marketer of recreational powerboats [3] - The Company operates through three brands: MasterCraft, Crest, and Balise [3] - Additional information about the Company and its brands can be found on its investor and brand websites [3]